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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
2701
AFM
Abbot Financial Management
Massachusetts
$0 -$324K 0 – Closed
2702
AWM
Accurate Wealth Management
Florida
$0 -$1.12M 0 – Closed
2703
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$0 -$4.71M 0 – Closed
2704
ATC
Adirondack Trust Company
New York
$0 $0 1 0% Maintained
2705
Advisory Alpha
Advisory Alpha
Michigan
$0 -$1.64M 0 – Closed
2706
AR
Advisory Research
Illinois
$0 -$595K 0 – Closed
2707
AWMS
Advocacy Wealth Management Services
Georgia
$0 $0 1 0% Maintained
2708
AFS
AFG Fiduciary Services
Massachusetts
$0 -$1.73M 0 – Closed
2709
AFS
Aft Forsyth & Sober
Florida
$0 -$12K 0 – Closed
2710
AIL
AGF Investments LLC
Ontario, Canada
$0 -$1.34M 0 – Closed
2711
ACM
AIGH Capital Management
Maryland
$0 -$845K 0 – Closed
2712
AGP
Akaris Global Partners
New York
$0 -$22.8M 0 – Closed
2713
AF
Aldebaran Financial
$0 -$727K 0 – Closed
2714
AF
Alerus Financial
North Dakota
$0 -$270K 0 – Closed
2715
AIM
Alhambra Investment Management
Florida
$0 -$263K 0 – Closed
2716
ACM
Alight Capital Management
New York
$0 -$1.16M 0 – Closed
2717
Alkeon Capital Management
Alkeon Capital Management
New York
$0 -$40.9M 0 – Closed
2718
AH
Allen Holding
New York
$0 -$641K 0 – Closed
2719
AMBIA
Allen Mooney & Barnes Investment Advisors
Georgia
$0 -$220K 0 – Closed
2720
ASFA
All Season Financial Advisors
Colorado
$0 -$361K 0 – Closed
2721
ADIM
Alpha DNA Investment Management
Maryland
$0 -$1.25M 0 – Closed
2722
AWCI
Alpine Woods Capital Investors
New York
$0 -$3.89M 0 – Closed
2723
AWM
Alterna Wealth Management
Texas
$0 -$234K 0 – Closed
2724
Altshuler Shaham
Altshuler Shaham
Israel
$0 -$6K 0 – Closed
2725
ANB
Amarillo National Bank
Texas
$0 -$214K 0 – Closed