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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
601
KT
Kanaly Trust
Texas
$2K +$39 1 0% Increased
602
TFO
Tarbox Family Office
California
$2K $0 1 0% Maintained
603
WA
WFG Advisors
Texas
$2K $0 1 0% Maintained
604
DOA
D'Orazio & Associates
Virginia
$1K $0 1 0% Maintained
605
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$1K $0 1 0% Maintained
606
NFG
Next Financial Group
Texas
$1K +$744 1 0% New
607
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$1K $0 1 0% Maintained
608
TF
Tompkins Financial
New York
$1K $0 1 0% Maintained
609
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0 -$36M 0 – Closed
610
AR
Advisory Research
Illinois
$0 -$76K 0 – Closed
611
ARMC
American Research & Management Company
Massachusetts
$0 $0 1 0% Maintained
612
ACM
Antonetti Capital Management
Florida
$0 $0 0 – Closed
613
AAP
Ardsley Advisory Partners
Connecticut
$0 -$119K 0 – Closed
614
ACM
Argonaut Capital Management
New York
$0 -$411K 0 – Closed
615
AF
Arrow Financial
New York
$0 -$617K 0 – Closed
616
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0 -$333K 0 – Closed
617
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$0 -$42K 0 – Closed
618
BPM
Bowling Portfolio Management
Ohio
$0 -$4.07M 0 – Closed
619
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$0 -$70K 0 – Closed
620
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0 -$4.15M 0 – Closed
621
CI
Cowen Inc
New York
$0 -$7.13M 0 – Closed
622
ETrade Capital Management
ETrade Capital Management
Virginia
$0 -$14K 0 – Closed
623
FMP
Financial Management Professionals
Texas
$0 +$196 1 0% New
624
FHC
First Heartland Consultants
Missouri
$0 -$333K 0 – Closed
625
FG
FSI Group
Ohio
$0 -$1.14M 0 – Closed