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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
2376
EARNEST Partners
EARNEST Partners
Georgia
$55.3K $0 3 0% Maintained
2377
TF
TimeScale Financial
Massachusetts
$54.6K $0 6 0.02% Maintained
2378
NC
NewSquare Capital
Pennsylvania
$54.5K +$22.3K 12 0.01% Increased
2379
HWM
HighMark Wealth Management
Minnesota
$54.4K +$672 9 0.04% Increased
2380
AA
Addison Advisors
Vermont
$53.2K -$1.01K 4 0.03% Reduced
2381
HDIM
Hanson & Doremus Investment Management
Vermont
$53K +$6.56K 1 0.01% Increased
2382
ECM
Estabrook Capital Management
New York
$51.5K $0 2 0.01% Maintained
2383
FCP
Fidelis Capital Partners
Florida
$50.9K +$81.7K 1 0.06% New
2384
UCB
United Community Bank
South Carolina
$50.9K $0 1 0.05% Maintained
2385
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$49K +$3.53K 2 0.43% Increased
2386
CFFP
Center for Financial Planning
Michigan
$48.8K +$240 4 0.01% Increased
2387
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$48.3K $0 1 0% Maintained
2388
FIG
Fortress Investment Group
New York
$48.1K $0 1 0% Maintained
2389
WPA
West Paces Advisors
Georgia
$47.7K $0 2 0.02% Maintained
2390
VCM
Vigilant Capital Management
Maine
$46K -$95.1K 1 0% Reduced
2391
WIM
Westside Investment Management
California
$46K -$69K 7 0.11% Reduced
2392
MWM
MinichMacGregor Wealth Management
New York
$45.7K +$48.4K 3 0.02% New
2393
SFG
Steward Financial Group
Texas
$45K +$53.5K 5 0.02% New
2394
TP
Tranquility Partners
Tennessee
$45K +$57.9K 1 0.02% New
2395
SIG North Trading
SIG North Trading
Pennsylvania
$45K -$504K 1 0% Reduced
2396
MAC
Mason & Associates (California)
California
$44.7K -$58.5K 1 0.01% Reduced
2397
GJIA
Glass Jacobson Investment Advisors
Maryland
$44.6K +$56K 8 0.02% New
2398
JFA
JNBA Financial Advisors
Minnesota
$44.3K -$10.7K 4 0.01% Reduced
2399
JWA
JFS Wealth Advisors
Pennsylvania
$44.1K -$25.9K 6 0% Reduced
2400
Close Asset Management
Close Asset Management
United Kingdom
$44K -$5.31K 1 0% Reduced