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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
526
Waverly Advisors
Waverly Advisors
Alabama
$63K $0 1 0.03% Maintained
527
JT
Jump Trading
Illinois
$55K +$51.8K 1 0% New
528
Bartlett & Co
Bartlett & Co
Ohio
$44K $0 1 0% Maintained
529
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$42K +$50K 1 0.02% New
530
VFS
VSR Financial Services
Kansas
$40K $0 1 0.01% Maintained
531
GIS
Guardian Investor Services
New York
$37K -$1.34K 1 0.03% Reduced
532
FWC
First Washington Corp
Washington
$35K $0 1 0.02% Maintained
533
GAM
Gemmer Asset Management
California
$34K +$33.5K 3 0.02% New
534
RCM
Rotella Capital Management
Washington
$34K +$33.6K 1 0.04% New
535
WhitTier Trust Company
WhitTier Trust Company
Nevada
$32K $0 1 0% Maintained
536
MAP
Managed Asset Portfolios
Michigan
$29K $0 1 0.02% Maintained
537
GLI
Guardian Life Insurance
New York
$27K $0 1 0% Maintained
538
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$26K +$4.53K 2 0.02% Increased
539
Quantbot Technologies
Quantbot Technologies
New York
$25K -$377K 1 0.01% Reduced
540
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$24K +$20.8K 1 0.01% New
541
MAM
Mizuho Asset Management
Japan
$22K +$25.9K 1 0% New
542
SCP
Syntal Capital Partners
Texas
$22K +$20.8K 1 0.01% New
543
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$21K $0 1 0% Maintained
544
Wealthfront
Wealthfront
California
$19K +$17.3K 1 0% New
545
First Horizon Advisors
First Horizon Advisors
Tennessee
$18K -$16K 2 0% Reduced
546
MCM
Mazama Capital Management
Oregon
$18K +$17.2K 1 0.02% New
547
NES
New England Securities
New York
$18K $0 1 0.01% Maintained
548
BPBT
Boston Private Bank & Trust
Massachusetts
$17K $0 1 0% Maintained
549
OC
Oakworth Capital
Alabama
$17K $0 1 0.01% Maintained
550
TWM
Torch Wealth Management
Ohio
$17K +$18.7K 1 0.01% New