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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
PAM
PartnerRe Asset Management
Connecticut
$83K -$15.7K 1 0.02% Reduced
602
SKK
Shepherd Kaplan Krochuk
Massachusetts
$82K -$160K 2 0.02% Reduced
603
DCM
Decade Capital Management
New York
$76K +$72.5K 1 0.01% New
604
Creative Planning
Creative Planning
Kansas
$74K -$404K 1 0% Reduced
605
MFBTD
MB Financial Bank - Trust Department
Illinois
$69K $0 1 0.01% Maintained
606
Bartlett & Co
Bartlett & Co
Ohio
$66K +$1.39K 2 0% Increased
607
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$60K $0 1 0.01% Maintained
608
First Horizon Advisors
First Horizon Advisors
Tennessee
$60K +$4.53K 2 0.01% Increased
609
NFG
Next Financial Group
Texas
$60K -$80.2K 2 0.02% Reduced
610
Wealthfront
Wealthfront
California
$60K +$26.6K 2 0% Increased
611
DBT
Dubuque Bank & Trust
Iowa
$59K $0 1 0.01% Maintained
612
PMFA
Plante Moran Financial Advisors
Michigan
$58K +$55.6K 1 0.04% New
613
CK
Carnick & Kubik
Colorado
$52K $0 1 0.04% Maintained
614
NYLT
New York Life Trust
New York
$52K +$47.7K 1 0.22% Increased
615
IIA
IPG Investment Advisors
California
$51.6K -$74.8K 1 0.02% Reduced
616
TF
Tompkins Financial
New York
$48K +$15.3K 1 0.01% Increased
617
Walleye Trading
Walleye Trading
New York
$47K +$49.1K 2 0% New
618
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$44K -$804K 1 0% Reduced
619
TDC
Thompson Davis & Co
Virginia
$43K $0 3 0.03% Maintained
620
GAM
Gemmer Asset Management
California
$41K +$82 3 0.03% Increased
621
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$41K -$4.56K 2 0% Reduced
622
WhitTier Trust Company
WhitTier Trust Company
Nevada
$37K $0 1 0% Maintained
623
FWC
First Washington Corp
Washington
$36K $0 1 0.02% Maintained
624
Evercore Wealth Management
Evercore Wealth Management
New York
$34K -$3K 1 0% Reduced
625
PAIA
Park Avenue Institutional Advisers
New York
$31K +$30.1K 1 0.03% New