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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
1201
Allworth Financial
Allworth Financial
California
$3K +$3.58K 1 0% New
1202
ARMC
American Research & Management Company
Massachusetts
$3K +$3.58K 2 0% Increased
1203
CA
CapWealth Advisors
Tennessee
$3K +$3.58K 1 0% New
1204
MIM
Macroview Investment Management
Maryland
$3K $0 1 0.01% Maintained
1205
RWM
Rezny Wealth Management
Florida
$3K $0 1 0% Maintained
1206
VNA
Valley National Advisers
Pennsylvania
$3K $0 1 0% Maintained
1207
FWM
Focused Wealth Management
New York
$2K +$2.4K 1 0% New
1208
M
MOTCO
Texas
$2K +$2.18K 1 0% New
1209
TFO
Tarbox Family Office
California
$2K $0 1 0% Maintained
1210
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$1.11K +$1.2K 1 0% New
1211
AAM
American Asset Management
Florida
$1K +$1.25K 1 0% New
1212
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$1K $0 1 0% Maintained
1213
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$1K +$711 1 0% New
1214
SA
SRH Advisors
Kansas
$1K +$860 1 0.01% New
1215
SIG
Stanford Investment Group
California
$1K +$1.43K 1 0% New
1216
ACP
Acuta Capital Partners
California
$0 -$267K 0 – Closed
1217
AGM
Alpine Global Management
New York
$0 -$21K 0 – Closed
1218
AIM
Assured Investment Management
New York
$0 -$1.69M 0 – Closed
1219
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$0 +$178 1 0% New
1220
BACM
Blue Arrow Capital Management
New York
$0 -$663K 0 – Closed
1221
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$0 -$210K 0 – Closed
1222
CFA
Carroll Financial Associates
North Carolina
$0 $0 0 – Closed
1223
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$0 -$404K 0 – Closed
1224
DCM
Decade Capital Management
New York
$0 -$76K 0 – Closed
1225
DF Dent & Co
DF Dent & Co
Maryland
$0 -$1.63M 0 – Closed