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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

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2476	TWM TRB Wealth Management Houston, Texas	$246K	+$205K	1	0.03%	New
2477	DSC Daytona Street Capital Saint Louis, Missouri	$246K	-$531K	3	0.18%	Reduced
2478	CFP Catalyst Financial Partners Boston, Massachusetts	$246K	+$205K	1	0.02%	New
2479	PCA Private Capital Advisors Darien, Connecticut	$245K	-$295K	1	0.02%	Reduced
2480	First National Bank of Omaha Omaha, Nebraska	$245K	-$3.04M	1	0.01%	Reduced
2481	DWM DecisionMap Wealth Management Great Falls, Virginia	$244K	+$9.29K	1	0.14%	Increased
2482	Plancorp LLC Saint Louis, Missouri	$244K	-$14K	1	0.01%	Reduced
2483	BFA Buttonwood Financial Advisors Baltimore, Maryland	$244K	-$364	1	0.07%	Reduced
2484	AI Arvest Investments Lowell, Arkansas	$244K	+$6.19K	1	0.03%	Increased
2485	MAM Meeder Asset Management Dublin, Ohio	$243K	-$5.32M	7	0.01%	Reduced
2486	AFG Allegheny Financial Group Pittsburgh, Pennsylvania	$243K	+$1.6K	1	0.03%	Increased
2487	PRI Prepared Retirement Institute Lansdale, Pennsylvania	$243K	-$2.18M	1	0.1%	Reduced
2488	TIA TCFG Investment Advisors Laguna Niguel, California	$243K	-$275K	1	0.08%	Reduced
2489	CAS CTC Alternative Strategies Chicago, Illinois	$243K	-$4.87M	1	0.35%	Reduced
2490	CCMI Creative Capital Management Investments San Diego, California	$243K	+$182K	12	0.06%	Increased
2491	Advisors Capital Management Ridgewood, New Jersey	$243K	+$44.6K	1	0%	Increased
2492	PWA Pitcairn Wealth Advisors Conshohocken, Pennsylvania	$242K	-$426K	1	0.03%	Reduced
2493	JWM JGP Wealth Management Bend, Oregon	$241K	+$223K	1	0.02%	New
2494	MVA Mount Vernon Associates Baltimore, Maryland	$240K	+$273K	1	0.16%	New
2495	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$240K	+$71.1K	1	0.03%	Increased
2496	WDL Well Done LLC Holland, Michigan	$240K	$0	1	0.03%	Maintained
2497	EM Excalibur Management Waltham, Massachusetts	$239K	+$1.14K	1	0.08%	Increased
2498	RFP Root Financial Partners Encinitas, California	$239K	-$301K	1	0.01%	Reduced
2499	HA Harfst & Associates Sheridan, Wyoming	$239K	-$214K	1	0.04%	Reduced
2500	PWP Pursue Wealth Partners Clayton, California	$239K	$0	1	0.13%	Maintained