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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
551
Colony Group
Colony Group
Massachusetts
$2K +$2.12K 1 0% New
552
WA
WFG Advisors
Texas
$2K -$30K 1 0% Reduced
553
Advisory Services Network
Advisory Services Network
Georgia
$1K +$1.23K 1 0% New
554
CAW
Cornerstone Advisors (Washington)
Washington
$1K +$872 1 0% New
555
DOA
D'Orazio & Associates
Virginia
$1K +$1.06K 1 0% New
556
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$1K +$154 1 0% Increased
557
SSB
Sandy Spring Bank
Maryland
$1K +$1.18K 1 0% New
558
ARC
Absolute Return Capital
Massachusetts
$0 -$8.24M 0 – Closed
559
ACI
Advance Capital I
Michigan
$0 -$394K 0 – Closed
560
AP
Alydar Partners
Massachusetts
$0 -$23.1M 0 – Closed
561
ARMC
American Research & Management Company
Massachusetts
$0 $0 1 0% Maintained
562
ACM
Antonetti Capital Management
Florida
$0 $0 1 0% Maintained
563
ACM
Archer Capital Management
New York
$0 -$7.37M 0 – Closed
564
AAM
Archipel Asset Management
Sweden
$0 -$1.21M 0 – Closed
565
BBA
Baker Bros. Advisors
New York
$0 -$3.88M 0 – Closed
566
BP
Banyan Partners
Florida
$0 -$236K 0 – Closed
567
BB&T Securities
BB&T Securities
Virginia
$0 -$1.42M 0 – Closed
568
BOK Financial
BOK Financial
Oklahoma
$0 -$348K 0 – Closed
569
BIM
BRC Investment Management
Colorado
$0 -$432K 0 – Closed
570
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$0 -$15.7M 0 – Closed
571
Capital Guardian Trust
Capital Guardian Trust
California
$0 -$5K 0 – Closed
572
CCM
Clovis Capital Management
New York
$0 -$15.1M 0 – Closed
573
CCM
Cobalt Capital Management
New Jersey
$0 -$13.5M 0 – Closed
574
CL
CRCM LP
California
$0 -$970K 0 – Closed
575
CC
Curian Capital
Colorado
$0 -$2.1M 0 – Closed