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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
876
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$674K +$730K 3 0.02% Increased
877
PRS
Pinkerton Retirement Specialists
Idaho
$673K +$776K 1 0.95% New
878
NIC
Northwest Investment Counselors
Oregon
$669K +$771K 1 0.45% New
879
Fulton Bank
Fulton Bank
Pennsylvania
$659K +$761K 1 0.07% New
880
GVT
Genesee Valley Trust
New York
$658K +$377K 1 0.44% Increased
881
YL
YCG LLC
Texas
$658K +$759K 1 0.2% New
882
LNB
Ledyard National Bank
$647K +$51K 3 0.12% Increased
883
BSB
Bangor Savings Bank
Maine
$643K +$338K 2 0.16% Increased
884
Mariner
Mariner
Kansas
$639K +$737K 1 0.03% New
885
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$638K +$736K 1 0% New
886
First National Trust
First National Trust
Pennsylvania
$634K +$215K 1 0.11% Increased
887
IFS
Ifrah Financial Services
Arkansas
$632K -$6.05K 1 0.25% Reduced
888
SLG
Stanley-Laman Group
Pennsylvania
$631K +$648K 1 0.13% New
889
R.M. Davis Inc
R.M. Davis Inc
Maine
$630K +$727K 1 0.03% New
890
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$629K +$278K 1 0.21% Increased
891
FC
FIC Capital
New York
$626K +$722K 1 0.29% New
892
UM
Ulysses Management
New York
$621K +$716K 1 0.07% New
893
MSFP
Mark Sheptoff Financial Planning
Connecticut
$617K +$711K 1 0.54% Increased
894
ACP
Ashfield Capital Partners
California
$616K +$711K 1 0.04% New
895
DG
Davidson & Garrard
Virginia
$616K +$711K 1 0.16% New
896
Regions Financial Corp
Regions Financial Corp
Alabama
$613K -$256K 1 0.01% Reduced
897
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$611K +$705K 1 0.01% New
898
GIA
Gargoyle Investment Advisor
New Jersey
$610K +$147K 1 0.25% Increased
899
CMANY
Capital Management Associates (New York)
New York
$601K +$693K 1 0.93% New
900
BA
Bard Associates
Illinois
$600K -$218K 1 0.19% Reduced