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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
3301
MWM
Mattern Wealth Management
Kansas
$0 -$222K 0 – Closed
3302
Maven Securities
Maven Securities
Jersey
$0 -$1.96M 0 – Closed
3303
MIC
Maxi Investments CY
Cyprus
$0 -$1.55M 0 – Closed
3304
MW
MBL Wealth
North Carolina
$0 -$1.37M 0 – Closed
3305
MCM
McRae Capital Management
New Jersey
$0 -$250K 0 – Closed
3306
MM
Meridian Management
Arkansas
$0 -$592K 0 – Closed
3307
MWA
Merkkuri Wealth Advisors
New York
$0 -$27.5K 0 – Closed
3308
MWA
MFA Wealth Advisors
Pennsylvania
$0 -$804K 0 – Closed
3309
MIM
Monashee Investment Management
Massachusetts
$0 -$3.83M 0 – Closed
3310
MM
Monolith Management
Hong Kong
$0 -$1.65M 0 – Closed
3311
MAG
MRA Advisory Group
New Jersey
$0 -$463K 0 – Closed
3312
NCNMGF
Nano-Cap New Millennium Growth Fund
New York
$0 -$678K 0 – Closed
3313
NWM
Navigate Wealth Management
Alabama
$0 -$10.2K 0 – Closed
3314
NG
Navigation Group
California
$0 -$268K 0 – Closed
3315
NERM
New England Research & Management
Illinois
$0 -$683K 0 – Closed
3316
NHT
New Hampshire Trust
New Hampshire
$0 -$1.8M 0 – Closed
3317
NMC
Nine Masts Capital
Hong Kong
$0 -$65.7K 0 – Closed
3318
NC
Nixon Capital
Texas
$0 -$12M 0 – Closed
3319
NPF
Norris Perne & French
Michigan
$0 -$209K 0 – Closed
3320
OE
October Effect
Virginia
$0 -$1.25M 0 – Closed
3321
OCM
Ogborne Capital Management
California
$0 -$13.9M 0 – Closed
3322
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$0 -$5.56K 0 – Closed
3323
OSNBOA
Old Second National Bank of Aurora
Illinois
$0 -$5.79K 0 – Closed
3324
OCM
OLP Capital Management
Hong Kong
$0 -$10.5M 0 – Closed
3325
OIS
OneAscent Investment Solutions
Alabama
$0 -$222K 0 – Closed