← All themes Digital Assets

Corporate Crypto Treasuries

Some listed companies hold cryptocurrency as a primary treasury asset, so their shares trade largely on the coin price rather than on the operating business. The structure adds leverage in both directions.

63 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
901
DWM
DecisionMap Wealth Management
Virginia
$244K +$9.29K 1 0.14% Increased
902
AFG
Allegheny Financial Group
Pennsylvania
$243K +$1.6K 1 0.03% Increased
903
PRI
Prepared Retirement Institute
Pennsylvania
$243K -$2.18M 1 0.1% Reduced
904
MCIA
Mountain Capital Investment Advisors
Colorado
$240K +$71.1K 1 0.03% Increased
905
WDL
Well Done LLC
Michigan
$240K $0 1 0.03% Maintained
906
AWA
Aaron Wealth Advisors
Illinois
$238K +$113K 1 0.01% Increased
907
MM
Marnell Management
Michigan
$238K -$3.36M 1 0.09% Reduced
908
AOWM
Asset One Wealth Management
Washington
$238K -$274K 1 0.03% Reduced
909
IC
Ikarian Capital
Texas
$236K $0 1 0.03% Maintained
910
RFG Advisory
RFG Advisory
Alabama
$236K +$222K 1 0% New
911
APW
Axim Planning & Wealth
Ohio
$236K -$44.1K 1 0.33% Reduced
912
CFP
Curran Financial Partners
South Carolina
$235K +$2.18K 1 0.03% Increased
913
Graham Capital Management
Graham Capital Management
Connecticut
$235K -$1.35M 1 0% Reduced
914
TFGT
TS Financial Group (TSFG)
Illinois
$234K -$57K 4 0.03% Reduced
915
LG
LaFleur & Godfrey
Michigan
$233K +$210K 1 0.03% New
916
CG
CFO4Life Group
Texas
$232K +$2.25K 2 0.03% Increased
917
MFG
Magnus Financial Group
New York
$232K $0 1 0.02% Maintained
918
TCA
Trifecta Capital Advisors
Illinois
$231K +$145 1 0.03% Increased
919
Brown Advisory
Brown Advisory
Maryland
$230K +$75.3K 1 0% Increased
920
CCM
Canal Capital Management
Virginia
$229K -$2.76K 1 0.03% Reduced
921
Cary Street Partners
Cary Street Partners
Virginia
$228K +$75.3K 2 0.01% Increased
922
AAM
Ackerman Asset Management
Maryland
$228K +$23.5K 1 0.14% Increased
923
PCM
Pennsylvania Capital Management
Pennsylvania
$227K -$581 1 0.06% Reduced
924
MAM
Milestone Asset Management
Pennsylvania
$227K -$103K 1 0.04% Reduced
925
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$226K -$444K 1 0% Reduced