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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

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1676	TIM Tortoise Investment Management White Plains, New York	$4K	$0	1	0%	Maintained
1677	Country Trust Bank Bloomington, Illinois	$3K	-$4.33K	1	0%	Reduced
1678	OFW Omnia Family Wealth Aventura, Florida	$3K	-$5K	1	0%	Reduced
1679	BSG Black Swift Group Boulder, Colorado	$2K	+$1.76K	1	0%	New
1680	CI Cowen Inc New York	$2K	-$14M	1	0%	Reduced
1681	NWM Northwest Wealth Management Spencer, Iowa	$2K	$0	2	0%	Maintained
1682	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1683	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$2K	$0	1	0%	Maintained
1684	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	$0	2	0%	Maintained
1685	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$1K	$0	1	0%	Maintained
1686	GWA Guidant Wealth Advisors Palatine, Illinois	$1K	+$1.27K	1	0%	New
1687	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1K	$0	1	0%	Maintained
1688	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$5K	0	–	Closed
1689	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$0	-$16K	0	–	Closed
1690	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$18.3M	0	–	Closed
1691	AP Advisors Preferred Rockville, Maryland	$0	-$22K	0	–	Closed
1692	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$0	$0	0	–	Closed
1693	ACM AidennLair Capital Management New York	$0	-$8.9M	0	–	Closed
1694	Algert Global San Francisco, California	$0	-$207K	0	–	Closed
1695	AF Ally Financial Detroit, Michigan	$0	-$2.65M	0	–	Closed
1696	ANBT American National Bank & Trust Wichita Falls, Texas	$0	-$43K	0	–	Closed
1697	APCM Arbiter Partners Capital Management New York	$0	-$2.08M	0	–	Closed
1698	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$1.24M	0	–	Closed
1699	AC Ashler Capital Chicago, Illinois	$0	-$1.44M	0	–	Closed
1700	AAC Asset Advisors Corp Augusta, Georgia	$0	-$5K	0	–	Closed