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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
1076
Quadrant Capital Group
Quadrant Capital Group
Ohio
$243K -$510 4 0.16% Reduced
1077
FHC
First Heartland Consultants
Missouri
$241K +$226K 1 0.07% New
1078
CHAM
Clear Harbor Asset Management
Connecticut
$238K -$10.3K 1 0.05% Reduced
1079
FMLI
Fukoku Mutual Life Insurance
Japan
$238K $0 1 0.04% Maintained
1080
BAM
Boyar Asset Management
New York
$237K -$37.7K 1 0.19% Reduced
1081
CA
Cambridge Advisors
Nebraska
$235K $0 1 0.1% Maintained
1082
LWM
LBA Wealth Management
Florida
$235K $0 1 0.13% Maintained
1083
LIM
Leavell Investment Management
Alabama
$235K -$6.88K 1 0.03% Reduced
1084
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$233K -$315K 1 0.02% Reduced
1085
WTB
Washington Trust Bank
Washington
$230K +$8.79K 2 0.06% Increased
1086
Montag & Associates
Montag & Associates
Georgia
$229K -$6.71M 1 0.03% Reduced
1087
SIG
Sky Investment Group
Connecticut
$228K $0 1 0.11% Maintained
1088
QIM
Quest Investment Management
Oregon
$224K +$210K 1 0.03% New
1089
SIM
Strategic Investment Management
Virginia
$223K -$86.3K 1 0.16% Reduced
1090
QC
QCM Cayman
Texas
$220K -$271K 1 0.24% Reduced
1091
DVM
Dreman Value Management
Florida
$219K $0 1 0.13% Maintained
1092
BBA
BLB&B Advisors
Pennsylvania
$217K +$203K 1 0.04% New
1093
Citizens Financial Group
Citizens Financial Group
Rhode Island
$217K -$5.19K 2 0.02% Reduced
1094
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$213K +$200K 1 0.04% New
1095
LA
LVW Advisors
New York
$213K +$200K 1 0.07% New
1096
AA
Apriem Advisors
California
$210K +$146K 2 0.06% Increased
1097
TBA
Train Babcock Advisors
New York
$210K +$197K 1 0.08% New
1098
Savant Capital
Savant Capital
Illinois
$209K -$37.7K 1 0.06% Reduced
1099
SAM
Shikiar Asset Management
New York
$209K +$196K 1 0.09% New
1100
TSS
Two Sigma Securities
New York
$205K -$379K 3 0.07% Reduced