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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
3251
SAM
Strategic Asset Management
Minnesota
$18K +$14.7K 1 0.03% Increased
3252
AWM
Aspire Wealth Management
Massachusetts
$16K +$18.6K 1 0.01% New
3253
CB
Community Bank
New York
$16K -$14K 1 0% Reduced
3254
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K $0 1 0.01% Maintained
3255
JC
JCSD Capital
California
$16K -$1.21M 1 0.02% Reduced
3256
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$16K $0 1 0.05% Maintained
3257
PCM
Perkins Capital Management
Minnesota
$15K -$67K 1 0.01% Reduced
3258
TIM
Tevis Investment Management
Texas
$15K +$16.9K 2 0.01% New
3259
CBT
CoreFirst Bank & Trust
Kansas
$14K $0 1 0.01% Maintained
3260
OF
Outfitter Financial
Maine
$14K +$16.2K 1 0.01% New
3261
HVM
Harvest Volatility Management
Connecticut
$13.5K -$11.7M 1 0% Reduced
3262
ICM
Ionic Capital Management
New York
$13K -$268K 2 0% Reduced
3263
NWM
Navigation Wealth Management
Colorado
$13K -$44K 2 0.01% Reduced
3264
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$13K +$924 1 0% Increased
3265
Global Retirement Partners
Global Retirement Partners
California
$12K -$5.09M 1 0.01% Reduced
3266
TJHA
Thomas J. Herzfeld Advisors
Florida
$12K -$42.6K 1 0% Reduced
3267
CWA
Carolina Wealth Advisors
South Carolina
$11K +$3.98K 3 0.01% Increased
3268
CWM
Cedar Wealth Management
California
$11K +$14.7K 2 0% New
3269
SC
Schubert & Co
Texas
$11K +$10.4K 4 0.01% New
3270
SCA
Stuart Chaussee & Associates
California
$11K $0 1 0% Maintained
3271
RCM
Ravenstone Capital Management
$10.5K +$14.1K 1 0.01% New
3272
APC
Aspire Private Capital
North Carolina
$10K -$47.2K 3 0% Reduced
3273
CMA
Cedar Mountain Advisors
Oregon
$10K -$26.2K 2 0% Reduced
3274
CFG
CKW Financial Group
Hawaii
$10K +$6.42K 1 0% New
3275
IRC
Investors Research Corp
Georgia
$10K +$62 4 0% Increased