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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
2501	AP Arlington Partners Birmingham, Alabama	$126K	-$28K	1	0.05%	Reduced
2502	ME McIlrath & Eck Arlington, Washington	$125K	$0	5	0.03%	Maintained
2503	SouthState Corp Winter Haven, Florida	$124K	-$19.3K	3	0.01%	Reduced
2504	CIM Corbyn Investment Management Lutherville, Maryland	$123K	$0	1	0.05%	Maintained
2505	ACM Altium Capital Management New York	$121K	+$249K	1	0.04%	New
2506	OFA Oak Family Advisors Chicago, Illinois	$120K	+$2.66K	2	0.06%	Increased
2507	MRCM M&R Capital Management Summit, New Jersey	$119K	-$90.8K	3	0.03%	Reduced
2508	AWM Angeles Wealth Management Santa Monica, California	$117K	$0	1	0.02%	Maintained
2509	EL EMFO LLC Weston, Florida	$114K	$0	3	0.11%	Maintained
2510	JWM Janiczek Wealth Management Denver, Colorado	$111K	+$31.2K	5	0.04%	Increased
2511	BFPW BOK Financial Private Wealth Denver, Colorado	$110K	+$113K	1	0.01%	New
2512	FAG Fortitude Advisory Group Gig Harbor, Washington	$107K	-$22.2K	2	0.1%	Reduced
2513	SC Sierra Capital Miami, Florida	$107K	-$6.58K	2	0.02%	Reduced
2514	JMF Johnson Midwest Financial Glidden, Iowa	$106K	+$108K	3	0.4%	Increased
2515	CPA Cowen Prime Advisors New York	$105K	$0	2	0.06%	Maintained
2516	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$105K	-$23.5K	8	0.08%	Reduced
2517	EP Wealth Advisors Torrance, California	$101K	-$654K	1	0%	Reduced
2518	SC Seldon Capital San Francisco, California	$101K	$0	2	0.07%	Maintained
2519	PP Pacifica Partners Surrey, Canada	$99K	-$5.59K	1	0.07%	Reduced
2520	OIA Optimum Investment Advisors Chicago, Illinois	$98K	-$64.3K	3	0.05%	Reduced
2521	HFM Hartford Financial Management Hartford, Connecticut	$97K	-$8.87K	5	0.03%	Reduced
2522	VWM Valley Wealth Managers Paramus, New Jersey	$97K	-$81.7K	2	0.01%	Reduced
2523	TFM TFC Financial Management Boston, Massachusetts	$94K	-$66.2K	2	0.03%	Reduced
2524	BHWM Beaird Harris Wealth Management Dallas, Texas	$93K	+$7.44K	13	0.02%	Increased
2525	RTC Riverview Trust Company Vancouver, Washington	$93K	+$37K	3	0.09%	Increased