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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
1726
Washington Trust
Washington Trust
Rhode Island
$1.08M -$745K 1 0.03% Reduced
1727
SMTF
Sphera Management Technology Funds
Israel
$1.08M $0 1 0.38% Maintained
1728
AT
Arlington Trust
Alabama
$1.08M +$883K 9 0.09% Increased
1729
SB
Strategic Blueprint
Georgia
$1.08M -$177K 2 0.05% Reduced
1730
GFA
Gallagher Fiduciary Advisors
Illinois
$1.07M +$395K 2 0.04% Increased
1731
BB
Burford Brothers
Texas
$1.07M +$21.7K 1 0.39% Increased
1732
CBA
Coastal Bridge Advisors
Connecticut
$1.07M -$1.66M 2 0.07% Reduced
1733
GL
GHE LLC
Tennessee
$1.07M -$71.8K 1 0.4% Reduced
1734
Everett Harris & Co
Everett Harris & Co
California
$1.07M -$595K 1 0.01% Reduced
1735
GIA
GHP Investment Advisors
Colorado
$1.06M -$121K 11 0.04% Reduced
1736
MFG
Magnus Financial Group
New York
$1.06M +$64.5K 2 0.08% Increased
1737
EL
EWA LLC
Pennsylvania
$1.06M +$535K 3 0.19% Increased
1738
QI
Qtron Investments
Massachusetts
$1.06M -$84.1K 2 0.14% Reduced
1739
NG
Northstar Group
New York
$1.06M -$56K 1 0.14% Reduced
1740
EFH
Eaton Financial Holdings
Florida
$1.06M +$343K 2 0.29% Increased
1741
UPS
UHLMANN PRICE SECURITIES
Illinois
$1.06M -$97.6K 1 0.04% Reduced
1742
BFO
Biltmore Family Office
North Carolina
$1.05M +$259K 2 0.14% Increased
1743
BCVI
Bain Capital Venture Investors
Massachusetts
$1.05M $0 1 0.79% Maintained
1744
MLIC
Mandatum Life Insurance Company
Finland
$1.05M -$937K 1 0.19% Reduced
1745
SAS
Stelac Advisory Services
New York
$1.05M $0 2 0.2% Maintained
1746
JIR
James Investment Research
Ohio
$1.05M +$59.3K 2 0.11% Increased
1747
FM
Family Management
New York
$1.05M -$282K 2 0.11% Reduced
1748
CP
Camelot Portfolios
Ohio
$1.04M -$34.5K 1 0.73% Reduced
1749
BNA
BankChampaign National Association
Illinois
$1.04M -$23.9K 1 0.8% Reduced
1750
PGCM
Prescott Group Capital Management
Oklahoma
$1.04M $0 1 0.09% Maintained