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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
NYLT
New York Life Trust
New York
$38K +$11.4K 1 0.15% Increased
602
GAM
Gemmer Asset Management
California
$36K +$77 3 0.02% Increased
603
EPM
Equitec Proprietary Markets
Illinois
$33K +$37.9K 1 0% New
604
WhitTier Trust Company
WhitTier Trust Company
Nevada
$32K $0 1 0% Maintained
605
PAA
Peregrine Asset Advisers
Oregon
$31K $0 1 0.02% Maintained
606
FWC
First Washington Corp
Washington
$29K $0 1 0.02% Maintained
607
VFS
VSR Financial Services
Kansas
$28K -$180 1 0% Reduced
608
GIS
Guardian Investor Services
New York
$25K -$1.9K 1 0.02% Reduced
609
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$25K +$12K 1 0.05% Increased
610
BCM
Bluefin Capital Management
New York
$22K +$25.1K 1 0% New
611
GLI
Guardian Life Insurance
New York
$21K -$851 1 0% Reduced
612
RCM
Rotella Capital Management
Washington
$21K -$48.9K 1 0.02% Reduced
613
AA
Apriem Advisors
California
$20K $0 1 0.01% Maintained
614
BRWA
B. Riley Wealth Advisors
Florida
$19K +$18.9K 2 0% New
615
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$19K $0 1 0.01% Maintained
616
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$17K -$5.8K 1 0% Reduced
617
NSIM
North Star Investment Management
Illinois
$17K +$14.8K 1 0% New
618
BPBT
Boston Private Bank & Trust
Massachusetts
$16K +$1.55K 2 0% Increased
619
RNS
Robert N. Shapiro
$16K -$98.4K 2 0% Reduced
620
MSI Financial Services
MSI Financial Services
Massachusetts
$14K -$9.94K 2 0% Reduced
621
OC
Oakworth Capital
Alabama
$14K $0 1 0.01% Maintained
622
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$14K -$3.87K 1 0% Reduced
623
Colony Group
Colony Group
Massachusetts
$13K $0 2 0% Maintained
624
JWA
JFS Wealth Advisors
Pennsylvania
$13K +$11.9K 1 0% New
625
Smithfield Trust
Smithfield Trust
Pennsylvania
$13K $0 1 0% Maintained