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Digital Assets

Digital assets cover the companies whose earnings move with cryptocurrency prices and on-chain activity — exchanges, miners, custodians, and payment rails. Results are highly cyclical and closely tied to regulation.

160 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1551
JT
Jump Trading
Illinois
$92K +$47.9K 1 0.01% Increased
1552
NPP
New Potomac Partners
Maryland
$92K -$1.09M 1 0.09% Reduced
1553
GWS
Glassman Wealth Services
Virginia
$91K -$32K 4 0.05% Reduced
1554
CPA
Cowen Prime Advisors
New York
$86K $0 1 0.04% Maintained
1555
LWM
Lenox Wealth Management
Ohio
$85K +$19.3K 1 0.03% Increased
1556
DMK
David M. Knott
$83K +$21.5K 1 0.03% Increased
1557
CWM
Catamount Wealth Management
Connecticut
$82K -$47K 2 0.04% Reduced
1558
CA
Crewe Advisors
Utah
$82K -$7.97K 2 0.08% Reduced
1559
CPP
Crow Point Partners
Massachusetts
$81K -$60.5K 1 0.02% Reduced
1560
GAM
Gemmer Asset Management
California
$80K +$1.34K 5 0.03% Increased
1561
BFS
Baskin Financial Services
Ontario, Canada
$79K +$61.3K 1 0.01% New
1562
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$79K +$3.2K 3 0.04% Increased
1563
JFA
JNBA Financial Advisors
Minnesota
$79K -$17.9K 1 0.02% Reduced
1564
PCP
Proficio Capital Partners
Massachusetts
$79K -$9.5K 3 0.03% Reduced
1565
FPS
Fieldpoint Private Securities
Connecticut
$78K $0 1 0.03% Maintained
1566
RWM
Raffa Wealth Management
District of Columbia
$75.3K $0 2 0.03% Maintained
1567
DSC
Duncker Streett & Co
Missouri
$75K $0 1 0.02% Maintained
1568
OIA
Optimum Investment Advisors
Illinois
$75K +$23.9K 1 0.02% Increased
1569
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K $0 1 0.04% Maintained
1570
BWM
Baystate Wealth Management
Massachusetts
$74K $0 2 0.01% Maintained
1571
IWP
Icon Wealth Partners
Texas
$74K +$70.1K 2 0.03% New
1572
RWG
Regal Wealth Group
California
$74K $0 2 0.08% Maintained
1573
Summit Trail Advisors
Summit Trail Advisors
New York
$73K -$626K 1 0.03% Reduced
1574
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$72K -$15.9K 1 0% Reduced
1575
LWA
Lenox Wealth Advisors
New York
$72K -$73.2K 1 0.02% Reduced