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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
1101
MCM
Manchester Capital Management
Vermont
$228K $0 1 0.03% Maintained
1102
MSR
Main Street Research
Connecticut
$227K $0 1 0.05% Maintained
1103
SWM
Segment Wealth Management
Texas
$227K $0 1 0.09% Maintained
1104
Intact Investment Management
Intact Investment Management
Quebec, Canada
$223K +$233K 1 0.01% New
1105
CL
CPWM LLC
Washington
$222K +$232K 1 0.05% New
1106
Savant Capital
Savant Capital
Illinois
$222K +$233K 1 0.06% New
1107
DHFB
Dixon Hubard Feinour & Brown
Virginia
$220K $0 1 0.07% Maintained
1108
FNB
First Niagara Bank
New York
$219K +$230K 1 0.06% New
1109
Choreo LLC
Choreo LLC
Illinois
$217K +$227K 1 0.04% New
1110
DA
DSC Advisors
Illinois
$216K -$879 1 0.14% Reduced
1111
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$216K -$40.9K 1 0.11% Reduced
1112
LIM
Leavell Investment Management
Alabama
$216K $0 1 0.03% Maintained
1113
Quadrant Capital Group
Quadrant Capital Group
Ohio
$215K -$641 4 0.15% Reduced
1114
FMLI
Fukoku Mutual Life Insurance
Japan
$212K $0 1 0.04% Maintained
1115
JFA
JNBA Financial Advisors
Minnesota
$212K -$35K 2 0.06% Reduced
1116
DVM
Dreman Value Management
Florida
$211K $0 1 0.13% Maintained
1117
CA
Cambridge Advisors
Nebraska
$210K $0 1 0.1% Maintained
1118
LWM
LBA Wealth Management
Florida
$209K -$7.65K 1 0.12% Reduced
1119
SIG
Sky Investment Group
Connecticut
$203K -$65K 1 0.1% Reduced
1120
ZDA
Zweig-DiMenna Associates
New York
$202K +$223K 1 0.02% New
1121
WTB
Washington Trust Bank
Washington
$201K -$32.4K 3 0.05% Reduced
1122
Citizens Financial Group
Citizens Financial Group
Rhode Island
$199K -$142K 2 0.02% Reduced
1123
WhitTier Trust Company
WhitTier Trust Company
Nevada
$199K $0 2 0.02% Maintained
1124
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$191K -$27K 2 0.04% Reduced
1125
DA
Denali Advisors
California
$191K $0 1 0.03% Maintained