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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
2526	FPFS First Personal Financial Services Charlotte, North Carolina	$91K	+$100K	3	0.03%	New
2527	RWM Raffa Wealth Management Washington, District of Columbia	$90.5K	-$13.3K	3	0.04%	Reduced
2528	AWM AllSquare Wealth Management Albany, New York	$90K	$0	4	0.07%	Maintained
2529	Bogart Wealth LLC Mclean, Virginia	$90K	-$16.8K	8	0.01%	Reduced
2530	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$90K	+$90.4K	3	0.07%	Increased
2531	IWA Intercontinental Wealth Advisors San Antonio, Texas	$89K	-$549K	1	0.03%	Reduced
2532	Pure Financial Advisors San Diego, California	$89K	+$105K	1	0.01%	New
2533	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$88K	-$5K	1	0%	Reduced
2534	PP PrairieView Partners St. Paul, Minnesota	$88K	$0	6	0.01%	Maintained
2535	DI Diligent Investors Redlands, California	$87K	-$7.74K	1	0.03%	Reduced
2536	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$87K	$0	1	0.04%	Maintained
2537	SN Sittner & Nelson Eugene, Oregon	$87K	$0	3	0.06%	Maintained
2538	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$86K	-$448K	3	0.04%	Reduced
2539	TCM Tradewinds Capital Management Bellingham, Washington	$86K	+$18	15	0.04%	Increased
2540	BIA Bell Investment Advisors Oakland, California	$85K	+$18.4K	10	0.03%	Increased
2541	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$85K	$0	2	0.1%	Maintained
2542	HWM HighMark Wealth Management St. Paul, Minnesota	$85K	+$6.71K	9	0.07%	Increased
2543	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$85K	-$8.33K	1	0.03%	Reduced
2544	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$84K	+$1.11K	7	0.02%	Increased
2545	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$84K	+$79.4K	2	0.08%	Increased
2546	HF Halpern Financial Ashburn, Virginia	$83K	-$11.9K	3	0.03%	Reduced
2547	BCM Blume Capital Management Berkeley, California	$83K	-$601K	2	0.03%	Reduced
2548	SNS Financial Group Minneapolis, Minnesota	$81K	$0	2	0.01%	Maintained
2549	SC Sawyer & Company Boston, Massachusetts	$79K	$0	1	0.04%	Maintained
2550	WA Wealthstar Advisors Plano, Texas	$79K	$0	1	0.04%	Maintained