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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
NA
Navellier & Associates
Nevada
$72K +$12.7K 1 0.01% Increased
577
CCM
Condor Capital Management
New Jersey
$67K $0 1 0.02% Maintained
578
Bartlett & Co
Bartlett & Co
Ohio
$64K $0 1 0% Maintained
579
RBA
Richard Bernstein Advisors
New York
$64K $0 1 0.01% Maintained
580
F
FolioMetrix
Nebraska
$62K $0 1 0.03% Maintained
581
MFBTD
MB Financial Bank - Trust Department
Illinois
$61K -$4.36K 1 0.01% Reduced
582
Huntington National Bank
Huntington National Bank
Ohio
$56K $0 3 0% Maintained
583
CK
Carnick & Kubik
Colorado
$54K $0 1 0.05% Maintained
584
OPPM
Opus Point Partners Management
New York
$54K +$134K 1 0.05% New
585
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$53K +$33.8K 1 0.01% Increased
586
DBT
Dubuque Bank & Trust
Iowa
$52K $0 1 0.01% Maintained
587
First Horizon Advisors
First Horizon Advisors
Tennessee
$47K +$527 2 0.01% Increased
588
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$40K -$9.48K 2 0% Reduced
589
Evercore Wealth Management
Evercore Wealth Management
New York
$37K +$36.6K 2 0% New
590
GAM
Gemmer Asset Management
California
$37K $0 3 0.02% Maintained
591
WhitTier Trust Company
WhitTier Trust Company
Nevada
$33K $0 1 0% Maintained
592
FWC
First Washington Corp
Washington
$32K $0 1 0.02% Maintained
593
GIS
Guardian Investor Services
New York
$29K $0 1 0.02% Maintained
594
TF
Tompkins Financial
New York
$29K +$27.3K 1 0.01% New
595
DIA
Denver Investment Advisors
Colorado
$28K +$70.4K 1 0% New
596
GHAM
Gilman Hill Asset Management
Connecticut
$28K $0 1 0.01% Maintained
597
TDC
Thompson Davis & Co
Virginia
$28K -$7.33K 3 0.03% Reduced
598
Wealthfront
Wealthfront
California
$28K +$23.8K 2 0% Increased
599
FFC
First Financial Corp
Indiana
$23K +$22.6K 1 0.01% New
600
MSI Financial Services
MSI Financial Services
Massachusetts
$22K +$9.21K 2 0% Increased