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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
1126
LIM
Leavell Investment Management
Alabama
$209K +$204K 1 0.03% New
1127
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$208K -$19.2K 2 0.04% Reduced
1128
MC
Moors & Cabot
Massachusetts
$206K +$202K 1 0.04% New
1129
GLI
Guardian Life Insurance
New York
$205K -$47.4K 2 0.02% Reduced
1130
WhitTier Trust Company
WhitTier Trust Company
Nevada
$205K +$49.4K 2 0.02% Increased
1131
WTB
Washington Trust Bank
Washington
$204K +$195K 1 0.04% Increased
1132
SWM
Segment Wealth Management
Texas
$201K +$196K 1 0.08% New
1133
CIM
Contravisory Investment Management
Massachusetts
$199K $0 1 0.05% Maintained
1134
WA
WFG Advisors
Texas
$195K +$35K 1 0.06% Increased
1135
CS
Credential Securities
$195K +$63.4K 1 0.13% Increased
1136
Quadrant Capital Group
Quadrant Capital Group
Ohio
$192K +$26.5K 2 0.13% Increased
1137
FMLI
Fukoku Mutual Life Insurance
Japan
$185K $0 1 0.03% Maintained
1138
Evercore Wealth Management
Evercore Wealth Management
New York
$184K +$89.4K 1 0.01% Increased
1139
DCM
DAFNA Capital Management
California
$181K -$17K 1 0.16% Reduced
1140
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$169K -$342K 2 0% Reduced
1141
USGIU
U.S. Global Investors (USGI)
Texas
$168K -$1.29M 1 0.09% Reduced
1142
LNB
Ledyard National Bank
$165K -$450K 3 0.03% Reduced
1143
DVM
Dreman Value Management
Florida
$164K -$79.4K 1 0.05% Reduced
1144
CBT
Central Bank & Trust
Kentucky
$146K -$979K 1 0.04% Reduced
1145
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$141K -$331K 3 0% Reduced
1146
PCM
Perkins Capital Management
Minnesota
$137K -$23.7K 1 0.15% Reduced
1147
QI
Qualcomm Inc
California
$134K -$3.93M 1 0.02% Reduced
1148
B
Bellecapital
Switzerland
$131K +$123K 1 0.17% New
1149
TCM
Tradewinds Capital Management
Washington
$131K $0 1 0.09% Maintained
1150
HCM
Highlander Capital Management
New Jersey
$125K -$61.7K 1 0.12% Reduced