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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
1701
AB
AT Bancorp
Iowa
$0 -$596K 0 – Closed
1702
AP
Atwood & Palmer
Missouri
$0 $0 2 0% Maintained
1703
Avantax Planning Partners
Avantax Planning Partners
Iowa
$0 -$132K 0 – Closed
1704
ACM
Aviance Capital Management
Florida
$0 -$239K 0 – Closed
1705
AIC
AWM Investment Company
New York
$0 -$802K 0 – Closed
1706
BCPEM
Bain Capital Public Equity Management
Massachusetts
$0 -$14M 0 – Closed
1707
BCM
Bayesian Capital Management
New York
$0 -$2.07M 0 – Closed
1708
Belpointe Asset Management
Belpointe Asset Management
Nevada
$0 -$103K 0 – Closed
1709
BCP
Berkeley Capital Partners
Georgia
$0 -$705K 0 – Closed
1710
BA
BKS Advisors
Michigan
$0 -$210K 0 – Closed
1711
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$0 -$3.61M 0 – Closed
1712
BIM
Bogle Investment Management
Massachusetts
$0 -$1.21M 0 – Closed
1713
BO
BRR OpCo
Ohio
$0 -$319K 0 – Closed
1714
BCM
Buckhead Capital Management
Georgia
$0 -$1.12M 0 – Closed
1715
CSM
CAMG Solamere Management
North Carolina
$0 -$205K 0 – Closed
1716
CCG
Ceeto Capital Group
Florida
$0 -$455K 0 – Closed
1717
CIM
CenturyLink Investment Management
Colorado
$0 -$576K 0 – Closed
1718
CPO
Cerity Partners OCIO
New York
$0 -$447K 0 – Closed
1719
CC
Cipher Capital
New York
$0 -$3.34M 0 – Closed
1720
CEI
Clark Estates Inc
New York
$0 -$2.46M 0 – Closed
1721
CCA
Clearwater Capital Advisors
Illinois
$0 -$16K 0 – Closed
1722
CG
Clinton Group
New York
$0 -$1.47M 0 – Closed
1723
CIP
Convergence Investment Partners
Florida
$0 -$129K 0 – Closed
1724
CLCM
Crawford Lake Capital Management
New Jersey
$0 -$5.03M 0 – Closed
1725
CS
Credential Securities
$0 -$4.26K 0 – Closed