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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
901
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$847K +$3.61K 1 0.88% Increased
902
EHWM
Eads & Heald Wealth Management
Georgia
$845K -$47.1K 1 0.58% Reduced
903
CCT
Country Club Trust
Missouri
$838K +$784K 1 0.13% New
904
SEC
Seven Eight Capital
New York
$830K +$720K 4 0.35% Increased
905
SSB
Sandy Spring Bank
Maryland
$821K +$156K 1 0.09% Increased
906
RHBC
R.H. Bluestein & Co
Michigan
$820K +$182K 2 0.06% Increased
907
AIM
Alambic Investment Management
California
$814K +$402K 1 0.26% Increased
908
IAM
Integre Asset Management
New York
$812K +$760K 1 0.24% New
909
IFP Advisors
IFP Advisors
Florida
$811K -$645K 3 0.11% Reduced
910
SAMNY
Samsung Asset Management (New York)
New York
$810K -$72.3K 1 0.37% Reduced
911
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$807K -$30.9M 1 0.01% Reduced
912
FIM
FourPoints Investment Managers
France
$798K -$333K 1 0.5% Reduced
913
PCTC
Perkins Coie Trust Company
Washington
$798K -$64.7K 1 0.54% Reduced
914
Advisory Services Network
Advisory Services Network
Georgia
$792K +$174K 3 0.22% Increased
915
Ancora Advisors
Ancora Advisors
Ohio
$787K +$186K 2 0.1% Increased
916
AIM
Aspen Investment Management
Michigan
$784K +$734K 1 0.72% New
917
SCP
Scoria Capital Partners
Connecticut
$776K +$777K 1 0.56% New
918
FC
FIC Capital
New York
$772K -$2.71K 1 0.37% Reduced
919
ACP
Ashfield Capital Partners
California
$766K $0 1 0.06% Maintained
920
GPC
Guardian Point Capital
Virginia
$764K $0 1 0.65% Maintained
921
CCM
CrestPoint Capital Management
Missouri
$762K $0 1 0.41% Maintained
922
MCP
Mirador Capital Partners
California
$759K +$710K 1 0.84% New
923
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$758K -$1.81K 1 0.01% Reduced
924
AWCI
Alpine Woods Capital Investors
New York
$749K $0 1 0.04% Maintained
925
PRS
Pinkerton Retirement Specialists
Idaho
$749K -$106K 1 0.48% Reduced