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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	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$4.35K	-$744K	1	0%	Reduced
2477	RTL Red Tortoise LLC Atlanta, Georgia	$4.25K	$0	2	0%	Maintained
2478	WOSD WFA of San Diego San Diego, California	$4.17K	+$4.36K	2	0%	New
2479	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$3.77K	$0	1	0%	Maintained
2480	ATC Adirondack Trust Company Saratoga Springs, New York	$3.57K	$0	2	0%	Maintained
2481	DSC Duncker Streett & Co St. Louis, Missouri	$3.54K	$0	2	0%	Maintained
2482	CB Chris Bulman Roseville, California	$3.42K	+$3.44K	2	0%	New
2483	PIS POM Investment Strategies Raleigh, North Carolina	$3.25K	$0	1	0%	Maintained
2484	HCM Horrell Capital Management Little Rock, Arkansas	$3K	$0	3	0%	Maintained
2485	PLU Performa Ltd (US) Charleston, South Carolina	$2.96K	$0	1	0%	Maintained
2486	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$2.88K	$0	1	0%	Maintained
2487	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$2.79K	$0	1	0%	Maintained
2488	MCG McCollum Christoferson Group Amherst, New York	$2.78K	+$3.57K	1	0%	New
2489	LFA LGT Financial Advisors Dallas, Texas	$2.74K	+$2.62K	1	0.01%	New
2490	KB Kimelman & Baird New York	$2.71K	+$2.84K	2	0%	New
2491	CWM Cedar Wealth Management Walnut Creek, California	$2.58K	$0	1	0%	Maintained
2492	FW Fairway Wealth Independence, Ohio	$2.55K	+$2.8K	1	0%	New
2493	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$2.38K	$0	1	0%	Maintained
2494	DI DAGCO Inc Westlake, Ohio	$2.32K	$0	1	0%	Maintained
2495	SIM Studio Investment Management Chicago, Illinois	$2.22K	+$2.3K	1	0%	New
2496	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$2.16K	-$2.33K	1	0%	Reduced
2497	LB Legacy Bridge West Des Moines, Iowa	$1.94K	+$2.1K	1	0%	New
2498	CAC Core Alternative Capital Peachtree Corners, Georgia	$1.86K	$0	2	0%	Maintained
2499	WBWA William B. Walkup & Associates Columbia, South Carolina	$1.56K	+$1.61K	1	0%	New
2500	MAM Marquette Asset Management Minneapolis, Minnesota	$1.51K	$0	2	0%	Maintained