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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
1876
ARTA
A.R.T. Advisors
New York
$44K -$10.6M 1 0% Reduced
1877
DAM
Delta Asset Management
Tennessee
$44K -$12.9K 1 0.01% Reduced
1878
BHWM
Bay Harbor Wealth Management
Maryland
$42K $0 2 0.03% Maintained
1879
PGAM
Princeton Global Asset Management
New Jersey
$42K +$38.3K 1 0.03% New
1880
THWM
Taylor Hoffman Wealth Management
Virginia
$42K $0 1 0.03% Maintained
1881
JWA
JFS Wealth Advisors
Pennsylvania
$41K $0 1 0.01% Maintained
1882
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$40.4K -$13.8K 1 0% Reduced
1883
Bartlett & Co
Bartlett & Co
Ohio
$40K -$13.8K 1 0% Reduced
1884
CX Institutional
CX Institutional
Indiana
$39K +$30.4K 1 0.01% Increased
1885
Balentine LLC
Balentine LLC
Georgia
$38K $0 1 0% Maintained
1886
CHP
Cable Hill Partners
Oregon
$38K -$6.04K 2 0.01% Reduced
1887
AIM
Anchor Investment Management
South Carolina
$35K $0 1 0.01% Maintained
1888
VRM
Vectors Research Management
New York
$34K $0 1 0.02% Maintained
1889
SFA
Semmax Financial Advisors
North Carolina
$33K +$25.7K 1 0.02% Increased
1890
CB
Community Bank
New York
$32K $0 1 0.01% Maintained
1891
SL
Salomon & Ludwin
Virginia
$31K $0 1 0.01% Maintained
1892
TI
Truehand Inc
New Hampshire
$31K $0 1 0.02% Maintained
1893
CCM
Cribstone Capital Management
Maine
$28K +$5.6K 2 0.01% Increased
1894
APC
Aspire Private Capital
North Carolina
$27K +$1.51K 3 0.01% Increased
1895
LA
Legacy Advisors
Pennsylvania
$27K +$26.1K 1 0.01% New
1896
NCM
Nelson Capital Management
California
$27K $0 1 0.01% Maintained
1897
ST
Somerset Trust
Pennsylvania
$27K +$16.4K 1 0.01% Increased
1898
EI
Ellevest Inc
New York
$26K $0 1 0.01% Maintained
1899
MSA
Marino Stram & Associates
Massachusetts
$26K +$3.14K 2 0.02% Increased
1900
DBT
Dubuque Bank & Trust
Iowa
$24K +$6.82K 1 0% Increased