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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
LCP
Legacy Capital Partners
Wisconsin
$290K -$9.83K 1 0.16% Reduced
1152
Quadrant Capital Group
Quadrant Capital Group
Ohio
$289K -$15.4K 4 0.13% Reduced
1153
Clearstead Advisors
Clearstead Advisors
Ohio
$288K +$264K 1 0.04% New
1154
Pendal Group
Pendal Group
Australia
$288K +$263K 1 0% New
1155
SBWIC
Schaper Benz & Wise Investment Counsel
Wisconsin
$287K +$284K 1 0.05% New
1156
BAM
Boyar Asset Management
New York
$283K $0 1 0.21% Maintained
1157
BIAS
Beacon Investment Advisory Services
New Jersey
$282K +$258K 1 0.05% New
1158
PAM
Private Asset Management
California
$282K +$258K 1 0.05% New
1159
WhitTier Trust Company
WhitTier Trust Company
Nevada
$282K +$13.1K 2 0.03% Increased
1160
Colony Group
Colony Group
Massachusetts
$280K +$257K 1 0.02% New
1161
SIG
Sky Investment Group
Connecticut
$278K $0 1 0.12% Maintained
1162
Intact Investment Management
Intact Investment Management
Quebec, Canada
$273K -$379K 1 0.01% Reduced
1163
Choreo LLC
Choreo LLC
Illinois
$272K -$29K 1 0.04% Reduced
1164
CL
CPWM LLC
Washington
$272K +$197 1 0.06% Increased
1165
AWM
Altavista Wealth Management
North Carolina
$271K -$39.3K 1 0.13% Reduced
1166
Savant Capital
Savant Capital
Illinois
$271K +$5.41K 1 0.06% Increased
1167
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$268K $0 1 0.04% Maintained
1168
CCT
Capital City Trust
Florida
$266K -$6.83K 1 0.1% Reduced
1169
GS
Girard Securities
California
$264K +$235K 1 0.2% New
1170
AW
Alpha Windward
Massachusetts
$262K -$435K 1 0.17% Reduced
1171
RIL
Rothschild Investment LLC
Illinois
$261K -$109K 1 0.03% Reduced
1172
Citizens Financial Group
Citizens Financial Group
Rhode Island
$259K +$2.55K 3 0.02% Increased
1173
FAB
First American Bank
Illinois
$258K +$236K 1 0.02% New
1174
Verition Fund Management
Verition Fund Management
Connecticut
$258K -$252K 1 0.03% Reduced
1175
TG
TLP Group
Illinois
$257K -$229K 1 0.24% Reduced