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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
576
QS Investors
QS Investors
New York
$67K $0 1 0% Maintained
577
Waverly Advisors
Waverly Advisors
Alabama
$56K $0 1 0.03% Maintained
578
Wealthfront
Wealthfront
California
$55K +$36.7K 1 0% Increased
579
Bartlett & Co
Bartlett & Co
Ohio
$50K $0 1 0% Maintained
580
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$49K +$50.2K 1 0% New
581
DBT
Dubuque Bank & Trust
Iowa
$45K $0 1 0.01% Maintained
582
AW
Alpha Windward
Massachusetts
$35K -$528K 1 0.02% Reduced
583
FWC
First Washington Corp
Washington
$35K $0 1 0.02% Maintained
584
ICM
ICC Capital Management
Florida
$34K +$35.1K 1 0% New
585
NYLT
New York Life Trust
New York
$34K -$23.2K 1 0.14% Reduced
586
GIS
Guardian Investor Services
New York
$33K -$3.4K 1 0.03% Reduced
587
GAM
Gemmer Asset Management
California
$32K $0 3 0.02% Maintained
588
PAA
Peregrine Asset Advisers
Oregon
$31K -$1.78K 1 0.03% Reduced
589
WhitTier Trust Company
WhitTier Trust Company
Nevada
$29K $0 1 0% Maintained
590
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$27K +$10.2K 1 0.01% Increased
591
VFS
VSR Financial Services
Kansas
$27K +$2.01K 1 0% Increased
592
PIA
Piedmont Investment Advisors
North Carolina
$26.9K -$2.25K 1 0% Reduced
593
First Horizon Advisors
First Horizon Advisors
Tennessee
$26K +$5.09K 2 0% Increased
594
GLI
Guardian Life Insurance
New York
$26K -$808 1 0% Reduced
595
MSI Financial Services
MSI Financial Services
Massachusetts
$25K +$19.1K 1 0% Increased
596
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$23K $0 1 0.01% Maintained
597
TDC
Thompson Davis & Co
Virginia
$22K +$5.29K 2 0.03% Increased
598
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$21K $0 1 0% Maintained
599
MAP
Managed Asset Portfolios
Michigan
$20K $0 1 0.01% Maintained
600
BPBT
Boston Private Bank & Trust
Massachusetts
$18K $0 1 0% Maintained