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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
501
Capital Guardian Trust
Capital Guardian Trust
California
$5K +$4.78K 1 0% New
502
PTC
Private Trust Company
Ohio
$5K -$13.8K 1 0% Reduced
503
FAM
Formidable Asset Management
Ohio
$4K +$4.02K 1 0% New
504
TIM
Tortoise Investment Management
New York
$4K $0 1 0% Maintained
505
Victory Capital Management
Victory Capital Management
Texas
$4K +$4.64K 1 0% New
506
GGPS
Gary Goldberg Planning Services
New York
$3K +$3.11K 1 0% New
507
WCBA
Weaver C. Barksdale & Associates
Tennessee
$3K $0 1 0% Maintained
508
Jones Financial Companies
Jones Financial Companies
Missouri
$2K $0 1 0% Maintained
509
PP
Palladium Partners
Virginia
$2K $0 1 0% Maintained
510
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$1K +$574 1 0% New
511
Acadian Asset Management
Acadian Asset Management
Massachusetts
$0 -$998K 0 – Closed
512
ARMC
American Research & Management Company
Massachusetts
$0 $0 1 0% Maintained
513
AMG National Trust Bank
AMG National Trust Bank
Colorado
$0 -$420K 0 – Closed
514
ACM
Antonetti Capital Management
Florida
$0 $0 1 0% Maintained
515
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0 -$575K 0 – Closed
516
BWM
Baystate Wealth Management
Massachusetts
$0 -$5K 0 – Closed
517
CCM
Cadence Capital Management
Massachusetts
$0 -$4.05M 0 – Closed
518
CG
Clinton Group
New York
$0 -$227K 0 – Closed
519
CCM
Coe Capital Management
Illinois
$0 -$270K 0 – Closed
520
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0 -$332K 0 – Closed
521
CWM
Concert Wealth Management
California
$0 -$265K 0 – Closed
522
CCG
Cypress Capital Group
Florida
$0 -$359K 0 – Closed
523
DC
Deere & Company
Illinois
$0 -$263K 0 – Closed
524
EI
EDMP Inc
Florida
$0 -$5.19M 0 – Closed
525
Emerald Advisers
Emerald Advisers
Pennsylvania
$0 -$224K 0 – Closed