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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
RDFA
Ritter Daniher Financial Advisory
Ohio
$739 -$744 1 0% Reduced
3252
SJIM
St. Johns Investment Management
Florida
$738 -$2 1 0% Reduced
3253
BFO
Biltmore Family Office
North Carolina
$670 $0 1 0% Maintained
3254
CW
Curio Wealth
Maryland
$650 $0 1 0% Maintained
3255
RJA
Ross\Johnson & Associates
Minnesota
$471 $0 2 0.01% Maintained
3256
FF
Friedenthal Financial
New Jersey
$448 -$935K 2 0% Reduced
3257
TVWM
Tower View Wealth Management
Wisconsin
$362 $0 1 0% Maintained
3258
PMIM
Prudent Man Investment Management
Colorado
$340 $0 1 0% Maintained
3259
RTC
Riverview Trust Company
Washington
$331 -$17.1K 1 0% Reduced
3260
BPAMU
BTG Pactual Asset Management US
New York
$141 +$73 1 0% New
3261
1M
13D Management
New York
$0 -$5.12M 0 – Closed
3262
1WM
1900 Wealth Management
Texas
$0 -$521K 0 – Closed
3263
5NCM
59 North Capital Management
Texas
$0 -$36M 0 – Closed
3264
AGDI
Absolute Gestao de Investimentos
Brazil
$0 -$364K 0 – Closed
3265
ACM
Adalta Capital Management
New York
$0 -$462K 0 – Closed
3266
AF
Aldebaran Financial
$0 -$308K 0 – Closed
3267
ACM
AlphaStar Capital Management
North Carolina
$0 -$1.21M 0 – Closed
3268
AC
Amitell Capital
Singapore
$0 -$18.3M 0 – Closed
3269
ACMH
Andar Capital Management (HK)
Hong Kong
$0 -$2.83M 0 – Closed
3270
AIC
Anthracite Investment Company
Texas
$0 -$632K 0 – Closed
3271
Antipodes Partners
Antipodes Partners
Australia
$0 -$23.7K 0 – Closed
3272
ACM
Archon Capital Management
Washington
$0 -$415K 0 – Closed
3273
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0 -$279K 0 – Closed
3274
AF
Arrow Financial
New York
$0 -$225K 0 – Closed
3275
AC
ASB Consultores
Florida
$0 -$298K 0 – Closed