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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
1901
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$111K -$74.6K 2 0% Reduced
1902
HWA
HHM Wealth Advisors
Tennessee
$109K +$131K 2 0.05% New
1903
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$109K -$23.2K 1 0.01% Reduced
1904
Larson Financial Group
Larson Financial Group
Missouri
$108K +$1.33K 3 0.07% Increased
1905
SBL
Sargent Bickham Lagudis
Colorado
$108K +$18.7K 4 0.01% Increased
1906
RWM
Raffa Wealth Management
District of Columbia
$107K +$25.1K 2 0.04% Increased
1907
CP
Corbenic Partners
Pennsylvania
$106K +$891 3 0.08% Increased
1908
PGAM
Princeton Global Asset Management
New Jersey
$104K +$12.9K 1 0.05% Increased
1909
GFPC
Global Financial Private Client
Florida
$103K -$259K 2 0.11% Reduced
1910
CPA
Cowen Prime Advisors
New York
$103K $0 1 0.06% Maintained
1911
CCP
Cyrus Capital Partners
New York
$102K $0 1 0.04% Maintained
1912
NC
NewSquare Capital
Pennsylvania
$102K +$6.84K 1 0.02% Increased
1913
MAM
Marquette Asset Management
Minnesota
$101K $0 1 0.04% Maintained
1914
MCF Advisors
MCF Advisors
Kentucky
$101K $0 2 0.02% Maintained
1915
PO
Private Ocean
California
$100K +$84.8K 2 0.03% Increased
1916
WOC
West Oak Capital
California
$98K -$2.42K 3 0.07% Reduced
1917
DSC
Duncker Streett & Co
Missouri
$97K -$6.84K 2 0.03% Reduced
1918
SCA
Stonebridge Capital Advisors
Minnesota
$96K +$38.5K 1 0.02% Increased
1919
RWG
Regal Wealth Group
California
$94K +$14.5K 2 0.09% Increased
1920
CL
CSS LLC
Illinois
$93K -$1.33M 1 0.01% Reduced
1921
HI
Human Investing
Oregon
$93K $0 1 0.04% Maintained
1922
Quantbot Technologies
Quantbot Technologies
New York
$93K -$3.64M 2 0.06% Reduced
1923
GAM
Gemmer Asset Management
California
$92K -$8.94K 5 0.02% Reduced
1924
TFA
Toth Financial Advisory
Virginia
$90K +$50.5K 1 0.03% Increased
1925
TCM
Tradewinds Capital Management
Washington
$90K $0 1 0.03% Maintained