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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
2801
CCT
Capital City Trust
Florida
$0 -$318K 0 – Closed
2802
CPA
Capital Planning Advisors
California
$0 -$568K 0 – Closed
2803
CRWM
Castle Rock Wealth Management
California
$0 -$403K 0 – Closed
2804
CPW
Catalyst Private Wealth
California
$0 -$252K 0 – Closed
2805
CC
Caxton Corporation
New Jersey
$0 -$409K 0 – Closed
2806
CIAS
CBIZ Investment Advisory Services
Ohio
$0 -$362K 0 – Closed
2807
CBFP
Cedar Brook Financial Partners
Ohio
$0 -$760K 0 – Closed
2808
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$0 -$815K 0 – Closed
2809
CWM
Centric Wealth Management
Illinois
$0 -$352K 0 – Closed
2810
CI
Chartist Inc
California
$0 -$261K 0 – Closed
2811
CWM
Cherrydale Wealth Management
New Jersey
$0 -$1.43M 0 – Closed
2812
CT
Chicago Trust
Illinois
$0 -$401K 0 – Closed
2813
CCA
Childress Capital Advisors
Texas
$0 -$269K 0 – Closed
2814
Chilton Investment Company
Chilton Investment Company
Connecticut
$0 -$294K 0 – Closed
2815
Choreo LLC
Choreo LLC
Illinois
$0 -$86K 0 – Closed
2816
CAM
ClariVest Asset Management
California
$0 -$430K 0 – Closed
2817
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$0 -$2.17M 0 – Closed
2818
CA
Claro Advisors
Massachusetts
$0 -$1.83M 0 – Closed
2819
CC
Claybrook Capital
Massachusetts
$0 -$256K 0 – Closed
2820
CIR
Clear Investment Research
Georgia
$0 $0 1 0% Maintained
2821
CCP
Clough Capital Partners
Massachusetts
$0 -$26.8M 0 – Closed
2822
CBA
Coastal Bridge Advisors
Connecticut
$0 -$250K 0 – Closed
2823
CCM
Cobalt Capital Management
New Jersey
$0 -$1.82M 0 – Closed
2824
Cohen & Steers
Cohen & Steers
New York
$0 -$31K 0 – Closed
2825
CRI
Colonial River Investments
Virginia
$0 -$235K 0 – Closed