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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	PHS Pekin Hardy Strauss Chicago, Illinois	$17.3K	-$758K	1	0%	Reduced
2502	DIM Delta Investment Management San Francisco, California	$17.3K	$0	1	0.01%	Maintained
2503	FSWA Financial Synergies Wealth Advisors Houston, Texas	$17.2K	-$23.7K	3	0%	Reduced
2504	OFG OmniStar Financial Group Wilmington, North Carolina	$17K	+$30.1K	1	0.02%	New
2505	KFS Kelly Financial Services Braintree, Massachusetts	$16.8K	-$6.24K	5	0.01%	Reduced
2506	PCA Providence Capital Advisors Charlotte, North Carolina	$16.6K	-$263	2	0%	Reduced
2507	LWA Lineweaver Wealth Advisors Valley View, Ohio	$15.7K	-$701K	1	0%	Reduced
2508	MS Madden Securities Dallas, Texas	$15.3K	+$17.1K	4	0.01%	New
2509	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$15K	+$21.3K	1	0.02%	New
2510	MSCM McElhenny Sheffield Capital Management Dallas, Texas	$14.8K	+$29.3K	3	0.01%	New
2511	TCA Trifecta Capital Advisors Northbrook, Illinois	$14.7K	+$16.5K	2	0.01%	New
2512	ACP Arcus Capital Partners Atlanta, Georgia	$14.4K	+$16.2K	1	0.01%	New
2513	CB Community Bank Dewitt, New York	$14.2K	+$12.4K	1	0%	Increased
2514	RAM Riggs Asset Management Dallas, Pennsylvania	$13.5K	-$239K	4	0.01%	Reduced
2515	Welch Group Birmingham, Alabama	$13.3K	+$15.8K	1	0%	New
2516	BHB Bank Hapoalim BM Tel Aviv, Israel	$13K	-$971K	1	0%	Reduced
2517	HB Horizon Bancorp Michigan City, Indiana	$13K	+$26.9K	2	0.01%	New
2518	AIP Almanack Investment Partners Wayne, Pennsylvania	$12.9K	-$2.57M	1	0%	Reduced
2519	AFS Annapolis Financial Services Annapolis, Maryland	$12.8K	-$3.76K	1	0%	Reduced
2520	FWP FAS Wealth Partners Leawood, Kansas	$12.6K	$0	1	0%	Maintained
2521	MC Meteora Capital Boca Raton, Florida	$12.4K	$0	1	0%	Maintained
2522	LSA Lansing Street Advisors Ambler, Pennsylvania	$12.4K	+$1.12K	3	0.01%	Increased
2523	RCG Rock Creek Group Washington, District of Columbia	$12.2K	$0	1	0%	Maintained
2524	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$12K	$0	1	0.01%	Maintained
2525	FWA Freedom Wealth Alliance Brookfield, Wisconsin	$12K	+$16K	4	0.02%	New