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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
2526
MAM
Marquette Asset Management
Minnesota
$1.24K $0 2 0% Maintained
2527
TWP
TFO Wealth Partners
Ohio
$1.04K -$19.9K 1 0% Reduced
2528
HCM
Horrell Capital Management
Arkansas
$1K +$328 1 0% New
2529
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$967 $0 1 0% Maintained
2530
CA
Crewe Advisors
Utah
$945 -$17.7K 1 0% Reduced
2531
GCM
Gladius Capital Management
Illinois
$929 -$2.33M 1 0% Reduced
2532
BGA
Battery Global Advisors
Massachusetts
$921 +$859 1 0% New
2533
UFF
USA Financial Formulas
Michigan
$921 -$2.52K 1 0% Reduced
2534
SJIM
St. Johns Investment Management
Florida
$804 $0 1 0% Maintained
2535
MI
MMCAP International
Cayman Islands
$761 $0 1 0% Maintained
2536
CI
Cordant Inc
Oregon
$737 +$687 1 0% New
2537
ATFA
All Terrain Financial Advisors
Minnesota
$696 $0 1 0% Maintained
2538
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$553 +$516 1 0% New
2539
FCMT
Founders Capital Management (Texas)
Texas
$351 $0 1 0% Maintained
2540
Emerald Advisers
Emerald Advisers
Pennsylvania
$290 $0 1 0% Maintained
2541
SWC
Spectrum Wealth Counsel
Indiana
$246 +$229 1 0% New
2542
CIR
Clear Investment Research
Georgia
$174 $0 1 0% Maintained
2543
ATC
Adirondack Trust Company
New York
$171 $0 1 0% Maintained
2544
RP
Raelipskie Partnership
Ontario, Canada
$123 +$115 1 0% New
2545
GWMI
Guardian Wealth Management (Illinois)
Illinois
$88 -$734 1 0% Reduced
2546
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$6 -$17.5K 1 0% Reduced
2547
1IA
1620 Investment Advisors
Massachusetts
$0 -$440K 0 – Closed
2548
AC
Abbrea Capital
California
$0 -$202K 0 – Closed
2549
ATI
Act Two Investors
California
$0 -$228K 0 – Closed
2550
AP
Adero Partners
California
$0 -$181K 0 – Closed