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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
2451
AIM
Axiom Investment Management
New York
$176K +$116K 5 0.31% Increased
2452
CCM
Cribstone Capital Management
Maine
$174K -$1.64K 2 0.11% Reduced
2453
CA
Cambridge Advisors
Nebraska
$172K -$36.7K 1 0.05% Reduced
2454
MUAMU
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$172K -$1.6M 1 0.13% Reduced
2455
CSB
City State Bank
Iowa
$167K -$6.65K 4 0.12% Reduced
2456
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$166K -$16K 5 0.01% Reduced
2457
WWP
WR Wealth Planners
Missouri
$166K -$157K 6 0.12% Reduced
2458
BRF
B. Riley Financial
California
$164K -$1.14M 1 0.03% Reduced
2459
M1FG
Mach-1 Financial Group
Arkansas
$163K -$17.7K 4 0.17% Reduced
2460
Peconic Partners
Peconic Partners
New York
$162K +$44.3K 2 0.01% Increased
2461
NICM
Neo Ivy Capital Management
New York
$161K -$267K 1 0.42% Reduced
2462
YCM
Yakira Capital Management
Connecticut
$161K $0 1 0.02% Maintained
2463
Mason & Associates (California)
Mason & Associates (California)
California
$160K $0 1 0.06% Maintained
2464
Evermay Wealth Management
Evermay Wealth Management
Virginia
$158K $0 5 0.03% Maintained
2465
Vigilant Capital Management
Vigilant Capital Management
Maine
$157K +$93.8K 2 0.01% Increased
2466
HHM Wealth Advisors
HHM Wealth Advisors
Tennessee
$156K -$4.94K 3 0.04% Reduced
2467
Main Management
Main Management
California
$156K +$8.9K 2 0.02% Increased
2468
Proffitt & Goodson
Proffitt & Goodson
Tennessee
$156K +$11.8K 1 0.03% Increased
2469
LIA
LSP Investment Advisors
New York
$155K $0 1 0.07% Maintained
2470
Baystate Wealth Management
Baystate Wealth Management
Massachusetts
$154K +$24.3K 9 0.02% Increased
2471
Creative Financial Designs
Creative Financial Designs
Indiana
$154K -$446K 10 0.03% Reduced
2472
FM
Freemont Management
Switzerland
$154K $0 1 0.03% Maintained
2473
DT Investment Partners
DT Investment Partners
Pennsylvania
$153K -$158K 1 0.03% Reduced
2474
FIG
Fortress Investment Group
New York
$151K $0 1 0.02% Maintained
2475
Toth Financial Advisory
Toth Financial Advisory
Virginia
$151K -$7.64K 9 0.03% Reduced