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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
2551
MAM
Meeder Asset Management
Ohio
$313 -$270K 1 0% Reduced
2552
ATC
Adirondack Trust Company
New York
$276 $0 1 0% Maintained
2553
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$228 $0 1 0% Maintained
2554
TCPG
Trivant Custom Portfolio Group
California
$203 +$180 1 0% New
2555
CIR
Clear Investment Research
Georgia
$68 $0 1 0% Maintained
2556
AWM
Accurate Wealth Management
Florida
$0 -$462K 0 – Closed
2557
AA
ACT Advisors
North Carolina
$0 -$6.28K 0 – Closed
2558
AMG
Advisors Management Group
Wisconsin
$0 -$34K 0 – Closed
2559
AP
Advisors Preferred
Maryland
$0 -$29.9K 0 – Closed
2560
AF
Affiance Financial
Minnesota
$0 -$68.2K 0 – Closed
2561
AIM
Aigen Investment Management
New York
$0 -$8.04M 0 – Closed
2562
AGP
Akaris Global Partners
New York
$0 -$22.1M 0 – Closed
2563
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$0 -$320M 0 – Closed
2564
ACM
Alethea Capital Management
Washington
$0 -$107K 0 – Closed
2565
ASGS
Alpha Square Group S
New York
$0 -$2.64M 0 – Closed
2566
AWM
Alterna Wealth Management
Texas
$0 -$234K 0 – Closed
2567
AC
Antara Capital
New York
$0 -$12.6M 0 – Closed
2568
ACP
Arcus Capital Partners
Georgia
$0 -$14.4K 0 – Closed
2569
ACB
Aristotle Capital Boston
Massachusetts
$0 -$30.8M 0 – Closed
2570
AWS
Arkfeld Wealth Strategies
Nebraska
$0 -$207K 0 – Closed
2571
Artemis Investment Management
Artemis Investment Management
United Kingdom
$0 -$24.2M 0 – Closed
2572
AG
Ascent Group
Virginia
$0 -$256K 0 – Closed
2573
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$0 -$31M 0 – Closed
2574
ACM
Atalaya Capital Management
New York
$0 -$507K 0 – Closed
2575
Atreides Management
Atreides Management
Massachusetts
$0 -$189M 0 – Closed