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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
Bartlett & Co
Bartlett & Co
Ohio
$53K $0 1 0% Maintained
552
DBT
Dubuque Bank & Trust
Iowa
$51K +$48.2K 1 0.01% New
553
BRWA
B. Riley Wealth Advisors
Florida
$47.8K +$45.6K 2 0.01% New
554
PAA
Peregrine Asset Advisers
Oregon
$47K +$53.4K 1 0.04% New
555
GAM
Gemmer Asset Management
California
$36K +$39 3 0.02% Increased
556
GIS
Guardian Investor Services
New York
$36K -$861 1 0.03% Reduced
557
FWC
First Washington Corp
Washington
$34K $0 1 0.02% Maintained
558
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$34K +$32.9K 1 0% New
559
VFS
VSR Financial Services
Kansas
$34K $0 1 0% Maintained
560
WhitTier Trust Company
WhitTier Trust Company
Nevada
$32K $0 1 0% Maintained
561
SCP
Syntal Capital Partners
Texas
$29K +$7.17K 1 0.01% Increased
562
PIA
Piedmont Investment Advisors
North Carolina
$28.5K -$1.68M 1 0% Reduced
563
GLI
Guardian Life Insurance
New York
$27K $0 1 0% Maintained
564
Quantbot Technologies
Quantbot Technologies
New York
$25K $0 1 0% Maintained
565
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$3K 1 0.01% Reduced
566
First Horizon Advisors
First Horizon Advisors
Tennessee
$21K +$3.85K 2 0% Increased
567
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$20K $0 1 0% Maintained
568
TDC
Thompson Davis & Co
Virginia
$19K +$7.24K 1 0.03% Increased
569
Wealthfront
Wealthfront
California
$19K +$470 1 0% Increased
570
AA
Apriem Advisors
California
$18K $0 1 0.01% Maintained
571
MAP
Managed Asset Portfolios
Michigan
$18K $0 1 0.01% Maintained
572
1919 Investment Counsel
1919 Investment Counsel
Maryland
$17K +$2.15K 1 0% Increased
573
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$17K +$11.7K 1 0% Increased
574
BPBT
Boston Private Bank & Trust
Massachusetts
$17K $0 1 0% Maintained
575
OC
Oakworth Capital
Alabama
$17K $0 1 0.01% Maintained