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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
1951
SAG
Spotlight Asset Group
Illinois
$157K +$130K 4 0.14% Increased
1952
AIM
Acropolis Investment Management
Missouri
$154K -$118K 1 0.01% Reduced
1953
TFGT
TS Financial Group (TSFG)
Illinois
$154K -$250 9 0.06% Reduced
1954
AA
AlphaMark Advisors
Kentucky
$152K -$27.2K 3 0.07% Reduced
1955
LIA
LSP Investment Advisors
New York
$151K $0 1 0.07% Maintained
1956
T2I
Turim 21 Investimentos
Brazil
$149K -$628K 3 0.07% Reduced
1957
AC
AXQ Capital
New Jersey
$149K +$169K 1 0.05% New
1958
MFG
Mendota Financial Group
Wisconsin
$146K +$21.5K 3 0.15% Increased
1959
AO
Advisor OS
Illinois
$145K -$532K 1 0.02% Reduced
1960
MA
MJP Associates
Connecticut
$145K $0 1 0.04% Maintained
1961
CSB
City State Bank
Iowa
$144K -$257K 5 0.08% Reduced
1962
PCM
Perritt Capital Management
Illinois
$140K -$14 1 0.08% Reduced
1963
WAM
Warberg Asset Management
Illinois
$140K +$14.2K 6 0.03% Increased
1964
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$138K +$191K 1 0.01% New
1965
OC
Oakworth Capital
Alabama
$137K -$114K 4 0.01% Reduced
1966
PA
PSI Advisors
Florida
$132K +$3.01K 6 0.06% Increased
1967
FPB
First PREMIER Bank
South Dakota
$130K $0 2 0.04% Maintained
1968
MM
Main Management
California
$129K $0 2 0.01% Maintained
1969
WSCM
Wellington Shields Capital Management
New York
$129K -$13.7K 1 0.02% Reduced
1970
FMN
Financial Management Network
California
$128K +$163K 1 0.04% New
1971
IWA
IVC Wealth Advisors
Pennsylvania
$125K +$33K 1 0.08% Increased
1972
TC
Truvestments Capital
Florida
$124K $0 4 0.06% Maintained
1973
TAM
Tucker Asset Management
Colorado
$122K +$127K 14 0.03% Increased
1974
FMP
Financial Management Professionals
Texas
$122K +$85 10 0.02% Increased
1975
OAJ
Ogorek Anthony Joseph
New York
$122K +$137K 1 0.05% New