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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
1026
EBIM
Eagle Boston Investment Management
Massachusetts
$650K -$87.4K 1 0.07% Reduced
1027
SH
SeaTown Holdings
Singapore
$636K -$7.19M 1 0.05% Reduced
1028
IIM
Ironwood Investment Management
Massachusetts
$631K $0 1 0.44% Maintained
1029
SCA
Secor Capital Advisors
New York
$624K -$3.27M 1 0.06% Reduced
1030
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$615K +$536K 6 0.05% Increased
1031
CCM
Cutler Capital Management
Massachusetts
$613K +$20.7K 2 0.27% Increased
1032
Geneos Wealth Management
Geneos Wealth Management
Colorado
$608K +$30K 4 0.06% Increased
1033
GCP
GSA Capital Partners
United Kingdom
$607K -$249K 1 0.04% Reduced
1034
NPC
National Planning Corporation
California
$606K -$395K 1 0.05% Reduced
1035
SIA
SeaBridge Investment Advisors
New Jersey
$606K -$21.3K 1 0.14% Reduced
1036
ZB
Zions Bancorporation
Utah
$606K +$572K 2 0.09% Increased
1037
Sowell Financial Services
Sowell Financial Services
Arkansas
$595K +$2.82K 1 0.16% Increased
1038
WEC
Winslow Evans & Crocker
Massachusetts
$592K +$408K 1 0.2% Increased
1039
Waverly Advisors
Waverly Advisors
Alabama
$590K -$131K 1 0.13% Reduced
1040
CK
Cohen Klingenstein
New York
$589K $0 1 0.09% Maintained
1041
Algert Global
Algert Global
California
$586K +$607K 1 0.13% New
1042
RWA
Ropes Wealth Advisors
Massachusetts
$586K +$31.6K 2 0.16% Increased
1043
WSCM
Wellington Shields Capital Management
New York
$583K -$59.9K 1 0.1% Reduced
1044
SBWIC
Schaper Benz & Wise Investment Counsel
Wisconsin
$575K +$251K 1 0.09% Increased
1045
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$568K +$17K 1 0.3% Increased
1046
FWM
Frontier Wealth Management
Missouri
$560K +$524K 1 0.08% New
1047
SCA
Snowden Capital Advisors
New York
$559K +$123K 1 0.09% Increased
1048
MC
Moors & Cabot
Massachusetts
$558K +$50.6K 1 0.08% Increased
1049
Marshall Wace
Marshall Wace
United Kingdom
$554K +$518K 1 0.03% New
1050
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$551K -$181K 2 0.02% Reduced