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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
1651
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$12K $0 1 0% Maintained
1652
CB
Community Bank
New York
$12K -$57.1K 1 0% Reduced
1653
FWC
First Washington Corp
Washington
$12K $0 1 0.01% Maintained
1654
FIB
First Interstate Bank
Montana
$11K $0 1 0% Maintained
1655
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K $0 1 0% Maintained
1656
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$10K -$1.33K 3 0.01% Reduced
1657
CWM
Cedar Wealth Management
California
$10K +$9.79K 2 0.01% New
1658
CFC
Coyle Financial Counsel
Illinois
$10K +$9.8K 1 0.01% New
1659
PHK
Point72 Hong Kong
Hong Kong
$10K -$528K 2 0% Reduced
1660
EWM
Edge Wealth Management
New York
$9K $0 2 0% Maintained
1661
WA
WP Advisors
California
$9K +$9.47K 1 0.01% New
1662
SHJ
Sharkey, Howes & Javer
Colorado
$8K -$797 1 0% Reduced
1663
BBA
Braun-Bostich & Associates
Pennsylvania
$7K $0 1 0.01% Maintained
1664
CFA
Capstone Financial Advisors
Illinois
$7K +$8.4K 1 0% New
1665
LFG
LifePlan Financial Group
Ohio
$7K +$7.17K 1 0% New
1666
PSC
Prentiss Smith & Co
Vermont
$7K $0 1 0% Maintained
1667
Avior Wealth Management
Avior Wealth Management
Nebraska
$6K -$1.43K 1 0% Reduced
1668
MCM
Mainstay Capital Management
Michigan
$6K $0 2 0% Maintained
1669
OAJ
Ogorek Anthony Joseph
New York
$6K $0 1 0% Maintained
1670
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$6K $0 1 0% Maintained
1671
PO
Private Ocean
California
$6K $0 1 0% Maintained
1672
FFC
First Financial Corp
Indiana
$4K +$3.95K 1 0% New
1673
MFBTD
MB Financial Bank - Trust Department
Illinois
$4K -$4K 1 0% Reduced
1674
PGWM
Parisi Gray Wealth Management
New Jersey
$4K -$24K 1 0% Reduced
1675
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$4K +$3.51K 1 0% New