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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
VIM
Veritas Investment Management
United Kingdom
$204K $0 1 0.04% Maintained
1102
WhitTier Trust Company
WhitTier Trust Company
Nevada
$204K -$13.5K 2 0.02% Reduced
1103
KA
Kovack Advisors
Florida
$202K +$190K 1 0.1% New
1104
NCM
Narwhal Capital Management
Georgia
$201K +$212K 1 0.06% New
1105
Verition Fund Management
Verition Fund Management
Connecticut
$201K -$381K 1 0.02% Reduced
1106
DA
Denali Advisors
California
$199K $0 1 0.03% Maintained
1107
BWM
Braver Wealth Management
Massachusetts
$198K +$186K 1 0.03% New
1108
Quantbot Technologies
Quantbot Technologies
New York
$195K -$1.81M 1 0.02% Reduced
1109
Simplex Trading
Simplex Trading
Illinois
$195K -$6.72M 3 0.01% Reduced
1110
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$193K -$18.7K 2 0.03% Reduced
1111
AIM
Acrospire Investment Management
Illinois
$191K +$33.9K 4 0.13% Increased
1112
HCM
Highlander Capital Management
New Jersey
$186K +$80.7K 1 0.17% Increased
1113
Capital Guardian Trust
Capital Guardian Trust
California
$179K $0 2 0% Maintained
1114
Evercore Wealth Management
Evercore Wealth Management
New York
$178K -$3.46K 1 0.01% Reduced
1115
GLI
Guardian Life Insurance
New York
$169K -$1.81K 1 0.02% Reduced
1116
IWMPD
Integrated Wealth Management (Palm Desert)
California
$160K -$961 4 0.06% Reduced
1117
PG
Patten Group
Tennessee
$159K +$11.5K 1 0.07% Increased
1118
TCM
Tradewinds Capital Management
Washington
$158K +$2.88K 1 0.11% Increased
1119
EMG
ETF Managers Group
New Jersey
$157K +$148K 2 0.33% New
1120
AssetMark Inc
AssetMark Inc
California
$156K +$6.66K 2 0% Increased
1121
GIM
Grassi Investment Management
California
$156K +$19.4K 1 0.03% New
1122
ACM
Americafirst Capital Management
California
$155K $0 1 0.13% Maintained
1123
QI
Qualcomm Inc
California
$152K $0 1 0.03% Maintained
1124
PFS
Physicians Financial Services
North Carolina
$147K +$11.5K 1 0.12% Increased
1125
PCM
Perkins Capital Management
Minnesota
$146K +$4.24K 1 0.15% Increased