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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
2851
HFS
Horizon Financial Services
North Carolina
$59K $0 1 0.05% Maintained
2852
SSWG
Seven Springs Wealth Group
Tennessee
$59K $0 1 0.03% Maintained
2853
MWM
Mascoma Wealth Management
New Hampshire
$58K +$60.1K 1 0.03% New
2854
CWM
Cranbrook Wealth Management
Michigan
$57K +$59.1K 1 0.01% New
2855
TAM
Tucker Asset Management
Colorado
$56.8K -$501K 1 0.03% Reduced
2856
HR
Howe & Rusling
New York
$56K +$3.49K 4 0.01% Increased
2857
M1FG
Mach-1 Financial Group
Arkansas
$55K -$1.22M 3 0.04% Reduced
2858
TJHA
Thomas J. Herzfeld Advisors
Florida
$55K -$5.49K 2 0.02% Reduced
2859
BA
Bridgewater Advisors
New York
$53K +$80.8K 1 0.03% New
2860
QC
QCM Cayman
Texas
$53K -$704K 0 – Closed
2861
FWP
FAS Wealth Partners
Kansas
$51K +$49K 1 0.01% Increased
2862
YCM
Yakira Capital Management
Connecticut
$51K -$66K 0 – Closed
2863
HS
Horan Securities
United States
$49K +$36.1K 3 0.04% Increased
2864
TCM
TD Capital Management
Tennessee
$48K $0 1 0.01% Maintained
2865
FFA
Freedman Financial Associates
Massachusetts
$46K $0 1 0.04% Maintained
2866
Country Trust Bank
Country Trust Bank
Illinois
$45K +$46.8K 1 0% New
2867
MLFP
MPS Loria Financial Planners
Illinois
$45K $0 2 0.02% Maintained
2868
T
TOBAM
France
$41K +$35.9K 1 0% New
2869
APWA
Atlas Private Wealth Advisors
New Jersey
$39K -$16K 2 0.02% Reduced
2870
DCM
Disciplina Capital Management
Tennessee
$38.1K +$19.9K 1 0.01% Increased
2871
CM
Cohanzick Management
New York
$38K +$23.6K 1 0.02% New
2872
LAS
Lloyd Advisory Services
Georgia
$38K -$6.31K 1 0.02% Reduced
2873
SGAM
Seaport Global Asset Management
New York
$38K -$13.3K 1 0.09% Reduced
2874
AWM
Avondale Wealth Management
Texas
$36K $0 1 0.04% Maintained
2875
NWM
Navigation Wealth Management
Colorado
$35K +$36.3K 1 0.04% New