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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
1351	OWP ORG Wealth Partners Dallas, Texas	$2.04K	$0	4	0%	Maintained
1352	RBC Roble Belko & Company Sewickley, Pennsylvania	$2K	-$2.47K	2	0%	Reduced
1353	B Bayban Bayport, Minnesota	$1.94K	$0	1	0%	Maintained
1354	WAS Winch Advisory Services Appleton, Wisconsin	$1.92K	$0	2	0%	Maintained
1355	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.83K	-$3.59K	1	0%	Reduced
1356	Whittier Trust South Pasadena, California	$1.79K	-$38.3K	4	0%	Reduced
1357	BC Barrett & Company Providence, Rhode Island	$1.77K	$0	1	0%	Maintained
1358	AA Addison Advisors Middlebury, Vermont	$1.74K	-$2	1	0%	Reduced
1359	Heritage Wealth Advisors Richmond, Virginia	$1.72K	+$1.95K	1	0%	New
1360	DFA DHJJ Financial Advisors Naperville, Illinois	$1.67K	+$398	2	0%	Increased
1361	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$1.6K	$0	1	0%	Maintained
1362	MWA Miller Wealth Advisors Ridgeway, Colorado	$1.59K	$0	1	0%	Maintained
1363	MAM Marquette Asset Management Minneapolis, Minnesota	$1.54K	-$5.36K	2	0%	Reduced
1364	TCOT Trust Company of Toledo Holland, Ohio	$1.53K	$0	1	0%	Maintained
1365	HFS Hughes Financial Services Herndon, Virginia	$1.46K	+$1.23K	4	0%	Increased
1366	PWA Principia Wealth Advisory Dallas, Texas	$1.42K	-$305	2	0%	Reduced
1367	NB NBH Bank Greenwood Village, Colorado	$1.42K	+$2.16K	2	0%	New
1368	QWM Quaker Wealth Management Moorestown, New Jersey	$1.4K	-$29.5K	2	0%	Reduced
1369	SIM Synergy Investment Management Altamonte Springs, Florida	$1.4K	+$2.18K	1	0%	New
1370	PFG Premier Financial Group Eureka, California	$1.33K	+$1.93K	1	0%	New
1371	BW Basepoint Wealth Cedar Rapids, Iowa	$1.31K	$0	2	0%	Maintained
1372	NWM Nova Wealth Management Bonita Springs, Florida	$1.3K	+$2.18K	1	0%	New
1373	LC Luminist Capital Grand Rapids, Michigan	$1.16K	+$1.32K	1	0%	New
1374	TVWM Tower View Wealth Management Shorewood, Wisconsin	$1.15K	+$1.19K	1	0%	New
1375	BCH Berkshire Capital Holdings San Jose, California	$1.15K	$0	3	0%	Maintained