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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
First Allied Advisory Services
First Allied Advisory Services
California
$859K -$134K 1 0.05% Reduced
877
PRA
Parametric Risk Advisors
Connecticut
$859K +$353K 1 0.06% Increased
878
FNBOH
First National Bank of Hutchinson
Kansas
$841K -$12.7K 1 0.55% Reduced
879
ECM
Everence Capital Management
Indiana
$838K $0 1 0.26% Maintained
880
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$832K -$22.2K 4 0.01% Reduced
881
MYAM
Meiji Yasuda Asset Management
Japan
$831K +$385K 1 0.12% Increased
882
OWD
Osborn Williams & Donohoe
Ohio
$825K $0 1 0.16% Maintained
883
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$813K +$876K 2 0.03% New
884
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$811K +$49.3K 1 0% Increased
885
JWBC
J.W. Burns & Co
New York
$807K -$28.7K 1 0.25% Reduced
886
Jones Financial Companies
Jones Financial Companies
Missouri
$806K -$52.9K 1 0% Reduced
887
CIA
Capital Impact Advisors
Massachusetts
$805K -$215K 1 0.38% Reduced
888
SSB
Sandy Spring Bank
Maryland
$805K +$30.6K 1 0.09% Increased
889
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$800K -$1.91K 1 0.84% Reduced
890
PCTC
Perkins Coie Trust Company
Washington
$800K +$46.9K 1 0.53% Increased
891
PAAMCP
Pacific Alternative Asset Management Company (PAAMCO)
California
$784K -$309K 1 0.4% Reduced
892
PCM
Perritt Capital Management
Illinois
$784K $0 2 0.21% Maintained
893
EBIM
Eagle Boston Investment Management
Massachusetts
$782K -$30.6K 1 0.11% Reduced
894
CP
Camelot Portfolios
Ohio
$774K +$852K 1 0.45% New
895
PAMG
Patton Albertson Miller Group
Tennessee
$774K -$146K 1 0.35% Reduced
896
ALPS Advisors
ALPS Advisors
Colorado
$769K -$60.2K 2 0.01% Reduced
897
APC
Alta Park Capital
California
$769K +$961K 1 1.2% New
898
SI
Shaker Investments
Ohio
$763K +$226K 1 0.69% Increased
899
Ancora Advisors
Ancora Advisors
Ohio
$754K -$53K 2 0.09% Reduced
900
BCMO
Buckingham Capital Management (Ohio)
Ohio
$753K +$112K 1 0.2% Increased