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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
2676
AL
Arnhold LLC
New York
$0 -$137K 0 – Closed
2677
AIP
ARS Investment Partners
New York
$0 -$277K 0 – Closed
2678
Artisan Partners
Artisan Partners
Wisconsin
$0 -$29.2M 0 – Closed
2679
AMC
Asset Management Corp
Illinois
$0 -$232K 0 – Closed
2680
AMR
Asset Management Resources
Massachusetts
$0 -$232K 0 – Closed
2681
AWM
Avaii Wealth Management
Wisconsin
$0 -$286K 0 – Closed
2682
APW
Axim Planning & Wealth
Ohio
$0 -$17K 0 – Closed
2683
AIM
Axiom Investment Management
New York
$0 -$176K 0 – Closed
2684
Axiom Investors
Axiom Investors
Connecticut
$0 -$1.57M 0 – Closed
2685
BIM
Baldwin Investment Management
Pennsylvania
$0 -$461K 0 – Closed
2686
BOM
Bank of Marin
California
$0 -$302K 0 – Closed
2687
BCM
Basso Capital Management
Connecticut
$0 -$4.75M 0 – Closed
2688
BCA
Bay Colony Advisors
Massachusetts
$0 -$776K 0 – Closed
2689
BWS
BCR Wealth Strategies
Alabama
$0 -$1K 0 – Closed
2690
BBW
Blue Barn Wealth
Utah
$0 -$246K 0 – Closed
2691
BCM
BlueMar Capital Management
Florida
$0 -$13.2M 0 – Closed
2692
BWM
BNC Wealth Management
Oregon
$0 -$1.09M 0 – Closed
2693
BFPW
BOK Financial Private Wealth
Colorado
$0 -$110K 0 – Closed
2694
BHCM
Boulder Hill Capital Management
New York
$0 -$289K 0 – Closed
2695
BWA
Boulder Wealth Advisors
Colorado
$0 +$761 2 0% New
2696
BRF
B. Riley Financial
California
$0 -$164K 0 – Closed
2697
BMCM
Burns Matteson Capital Management
New York
$0 -$259K 0 – Closed
2698
BVF Inc
BVF Inc
California
$0 -$1.36M 0 – Closed
2699
CWM
Cabot Wealth Management
Massachusetts
$0 -$2.3M 0 – Closed
2700
CP
Camelot Portfolios
Ohio
$0 -$429K 0 – Closed