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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
701
FCI
Financial Counselors Inc
Kansas
$6.34M +$254K 2 0.26% Increased
702
MIA
MainStreet Investment Advisors
Illinois
$6.27M -$196K 1 0.82% Reduced
703
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$6.26M +$379K 1 0.55% Increased
704
IFWM
Institute for Wealth Management
Colorado
$6.19M -$352K 2 1.37% Reduced
705
Banco Santander
Banco Santander
Spain
$6.19M -$924K 2 0.06% Reduced
706
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$6.18M -$47.8K 1 0.4% Reduced
707
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$6.17M +$2.53M 3 0.4% Increased
708
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.16M +$3.75M 2 0.09% Increased
709
VCM
Vision Capital Management
Oregon
$6.13M -$24.3K 1 1.61% Reduced
710
Sit Investment Associates
Sit Investment Associates
Minnesota
$6.1M -$33.3K 1 0.19% Reduced
711
NIA
Northstar Investment Advisors
Colorado
$6.09M +$649K 1 1.12% Increased
712
NRC
North Run Capital
Massachusetts
$6.04M -$1.55M 1 4.1% Reduced
713
Glenview Trust
Glenview Trust
Kentucky
$6.04M +$1.98M 1 0.38% Increased
714
CAM
Covenant Asset Management
New Jersey
$6.04M +$281K 2 3.13% Increased
715
Central Trust Company
Central Trust Company
Missouri
$6.01M -$1.46M 2 0.34% Reduced
716
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$6M -$134K 2 0.42% Reduced
717
Sigma Planning Corp
Sigma Planning Corp
Michigan
$6M +$773K 2 0.31% Increased
718
CAM
Costello Asset Management
Pennsylvania
$6M -$17.2K 1 6.83% Reduced
719
LCM
Logan Capital Management
Pennsylvania
$5.99M +$12.5K 1 0.35% Increased
720
VanEck Associates
VanEck Associates
New York
$5.97M +$508K 1 0.03% Increased
721
SIM
Spark Investment Management
New York
$5.96M -$30M 1 0.4% Reduced
722
Great Lakes Advisors
Great Lakes Advisors
Illinois
$5.93M +$854K 2 0.13% Increased
723
TC
TownSquare Capital
Utah
$5.93M +$536K 1 0.56% Increased
724
BCMO
Buckingham Capital Management (Ohio)
Ohio
$5.91M -$288K 1 1.12% Reduced
725
GCA
Greenwood Capital Associates
South Carolina
$5.9M -$123K 1 1.48% Reduced