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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
1201
BHTS
Bar Harbor Trust Services
Maine
$233K +$214K 1 0.12% New
1202
TNB
Thomasville National Bank
Georgia
$231K +$211K 1 0.04% New
1203
ALPS Advisors
ALPS Advisors
Colorado
$230K +$227K 1 0% New
1204
CBT
Capital Bank & Trust
California
$228K +$209K 1 0% New
1205
IR
Invictus RG
Bermuda
$228K -$214K 3 0.17% Reduced
1206
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$227K +$203K 1 0.07% New
1207
FPFS
First Personal Financial Services
North Carolina
$226K +$15.5K 2 0.05% Increased
1208
BW
Bison Wealth
Georgia
$224K +$205K 1 0.19% New
1209
Zacks Investment Management
Zacks Investment Management
Illinois
$222K -$3.97K 1 0.01% Reduced
1210
BBA
Baker Bros. Advisors
New York
$220K $0 1 0% Maintained
1211
Homrich & Berg
Homrich & Berg
Georgia
$220K +$201K 1 0.02% New
1212
CAM
Carret Asset Management
New York
$219K +$24.8K 1 0.04% Increased
1213
AIM
Acrospire Investment Management
Illinois
$218K +$83K 5 0.2% Increased
1214
DMC
Drexel Morgan & Co
Pennsylvania
$218K +$200K 1 0.22% New
1215
Burney Company
Burney Company
Virginia
$214K +$197K 1 0.01% New
1216
CC
Courier Capital
New York
$214K -$54.6K 1 0.04% Reduced
1217
WTB
Washington Trust Bank
Washington
$212K -$9.63K 2 0.05% Reduced
1218
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$211K +$23.2K 1 0.02% Increased
1219
FP
Foundry Partners
Minnesota
$211K -$412K 1 0.01% Reduced
1220
BMC
Benin Management Corp
Connecticut
$209K -$31K 1 0.09% Reduced
1221
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$208K +$191K 1 0.02% New
1222
VIM
Veritas Investment Management
United Kingdom
$208K $0 1 0.03% Maintained
1223
HM Payson & Co
HM Payson & Co
Maine
$205K +$188K 1 0.01% New
1224
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$205K +$188K 1 0.07% New
1225
AE Wealth Management
AE Wealth Management
Kansas
$201K +$184K 1 0.02% New