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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
2201
MCF Advisors
MCF Advisors
Kentucky
$185K $0 2 0.03% Maintained
2202
MAM
Marquette Asset Management
Minnesota
$184K $0 1 0.06% Maintained
2203
MTCM
Mint Tower Capital Management
Netherlands
$183K -$442K 0 – Closed
2204
CP
Corbenic Partners
Pennsylvania
$182K -$6.5K 3 0.1% Reduced
2205
WCG
Weaver Consulting Group
California
$181K +$39.7K 3 0.11% Increased
2206
WOC
West Oak Capital
California
$180K +$383 2 0.1% Increased
2207
DSC
Duncker Streett & Co
Missouri
$179K $0 2 0.04% Maintained
2208
WCA
Windsor Creek Advisors
Vermont
$179K +$184K 1 0.06% New
2209
Arax Advisory Partners
Arax Advisory Partners
Colorado
$177K -$51.7K 1 0.03% Reduced
2210
SCA
Stonebridge Capital Advisors
Minnesota
$175K $0 1 0.03% Maintained
2211
HCM
Highlander Capital Management
New Jersey
$174K -$63K 1 0.11% Reduced
2212
NC
NewSquare Capital
Pennsylvania
$174K -$9.81K 1 0.03% Reduced
2213
VCM
Versant Capital Management
Arizona
$174K +$20 6 0.08% Increased
2214
MF
Manchester Financial
California
$166K +$31.2K 2 0.13% Increased
2215
SC
Solstein Capital
California
$161K $0 1 0.38% Maintained
2216
CX Institutional
CX Institutional
Indiana
$156K +$93.7K 1 0.02% Increased
2217
SIM
Spark Investment Management
New York
$156K -$1.51M 2 0.57% Reduced
2218
ACA
Atlas Capital Advisors
Wyoming
$155K +$111K 1 0.04% Increased
2219
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$155K -$34.5K 1 0.01% Reduced
2220
GAM
Gemmer Asset Management
California
$154K -$9.05K 4 0.03% Reduced
2221
ME
McIlrath & Eck
Washington
$154K +$2.9K 1 0.07% Increased
2222
Valmark Advisers
Valmark Advisers
Ohio
$151K +$182K 1 0% New
2223
NPP
New Potomac Partners
Maryland
$144K $0 1 0.13% Maintained
2224
PP
Pacifica Partners
Canada
$141K -$7.05K 1 0.16% Reduced
2225
JFA
JNBA Financial Advisors
Minnesota
$140K +$2.07K 2 0.03% Increased