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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
1151
FMLI
Fukoku Mutual Life Insurance
Japan
$237K -$12.6K 1 0.04% Reduced
1152
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$233K +$227K 1 0% New
1153
TBA
Train Babcock Advisors
New York
$230K $0 1 0.1% Maintained
1154
Geneos Wealth Management
Geneos Wealth Management
Colorado
$229K +$26.9K 4 0.02% Increased
1155
NSB
Norway Savings Bank
Maine
$228K +$1.05K 1 0.23% Increased
1156
BAM
Boyar Asset Management
New York
$227K -$21.3K 1 0.17% Reduced
1157
PL
Parkwood LLC
Ohio
$223K +$45.5K 1 0.03% Increased
1158
SIG
Sky Investment Group
Connecticut
$223K -$12.6K 1 0.1% Reduced
1159
WhitTier Trust Company
WhitTier Trust Company
Nevada
$221K $0 2 0.02% Maintained
1160
CCT
Capital City Trust
Florida
$220K -$7.53K 1 0.09% Reduced
1161
DWM
Darwin Wealth Management
Florida
$220K +$199K 1 0.13% New
1162
CC
Courier Capital
New York
$219K $0 1 0.04% Maintained
1163
SAM
Shikiar Asset Management
New York
$219K $0 1 0.1% Maintained
1164
Zacks Investment Management
Zacks Investment Management
Illinois
$219K +$213K 1 0.01% New
1165
CL
CPWM LLC
Washington
$218K -$47.6K 1 0.05% Reduced
1166
ETrade Capital Management
ETrade Capital Management
Virginia
$218K +$212K 1 0.01% New
1167
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$215K -$8.37K 1 0.04% Reduced
1168
QC
QCM Cayman
Texas
$213K +$223K 1 0.04% New
1169
LA
LVW Advisors
New York
$212K -$19.8K 1 0.08% Reduced
1170
Savant Capital
Savant Capital
Illinois
$212K -$9.37K 1 0.05% Reduced
1171
SCM
Southport Capital Management
Tennessee
$209K -$39.2K 1 0.12% Reduced
1172
AssetMark Inc
AssetMark Inc
California
$208K +$63K 3 0% Increased
1173
Citizens Financial Group
Citizens Financial Group
Rhode Island
$207K -$1.86K 3 0.02% Reduced
1174
NB
NBT Bank
New York
$205K +$199K 1 0.03% New
1175
AZA
Arthur Zaske & Associates
Michigan
$204K +$199K 1 0.15% New