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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
476
RCM
Rotella Capital Management
Washington
$23K -$6.24K 1 0.04% Reduced
477
WhitTier Trust Company
WhitTier Trust Company
Nevada
$23K $0 1 0% Maintained
478
BPBT
Boston Private Bank & Trust
Massachusetts
$22K +$1.2K 1 0% Increased
479
SGAM
Smith Group Asset Management
Texas
$19K +$13K 1 0% New
480
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$18K +$17.4K 1 0% New
481
FBA
Front Barnett Associates
Illinois
$18K $0 1 0% Maintained
482
NES
New England Securities
New York
$17K -$11.7K 1 0.01% Reduced
483
ETrade Capital Management
ETrade Capital Management
Virginia
$15K -$33.9K 2 0% Reduced
484
MCM
Manchester Capital Management
Vermont
$15K -$29K 1 0% Reduced
485
AA
Apriem Advisors
California
$13K $0 1 0.01% Maintained
486
HF
Hoxton Financial
West Virginia
$13K -$1.58K 1 0.01% Reduced
487
SFPIA
Stevens First Principles Investment Advisors
California
$11K +$7.81K 1 0.01% New
488
LFR
Lehman Financial Resources
Pennsylvania
$10K $0 1 0.01% Maintained
489
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$10K +$4.91K 2 0% Increased
490
PAS
Partnervest Advisory Services
California
$10K $0 1 0.01% Maintained
491
Quantbot Technologies
Quantbot Technologies
New York
$10K -$1.08M 1 0.01% Reduced
492
WF
WealthTrust Fairport
Ohio
$10K $0 1 0% Maintained
493
RIA
Regal Investment Advisors
Michigan
$9K $0 1 0.01% Maintained
494
Smithfield Trust
Smithfield Trust
Pennsylvania
$9K +$9.01K 1 0% New
495
WRM
Westport Resources Management
Connecticut
$9K $0 1 0% Maintained
496
Central Trust Company
Central Trust Company
Missouri
$8K $0 1 0% Maintained
497
JIR
James Investment Research
Ohio
$8K +$7.88K 1 0% New
498
HR
Howe & Rusling
New York
$6K -$631 1 0% Reduced
499
Synovus Financial
Synovus Financial
Georgia
$6K +$6.22K 1 0% New
500
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$5K $0 1 0% Maintained