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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	IRAG Investment Research & Advisory Group Atlanta, Georgia	$15.9K	-$12.5K	2	0.01%	Reduced
2527	SC Steph & Co Marinette, Wisconsin	$15.9K	$0	1	0.01%	Maintained
2528	WBC West Branch Capital Amherst, Massachusetts	$15.7K	+$67	1	0.01%	Increased
2529	PCA Providence Capital Advisors Charlotte, North Carolina	$15.6K	-$4.28K	1	0%	Reduced
2530	FRA Front Row Advisors Tiburon, California	$15.4K	-$43.6K	3	0.01%	Reduced
2531	BL BFSG LLC Irvine, California	$15.3K	-$1.45K	3	0%	Reduced
2532	SWP SIMA Wealth Partners North Chesterfield, Virginia	$15.3K	$0	1	0.01%	Maintained
2533	Welch Group Birmingham, Alabama	$14.9K	-$222K	1	0%	Reduced
2534	PP PrairieView Partners St. Paul, Minnesota	$14K	-$2K	3	0%	Reduced
2535	CSC Caldwell Sutter Capital Sausalito, California	$14K	$0	5	0.01%	Maintained
2536	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$13.8K	+$4.03K	3	0%	Increased
2537	FFA Frazier Financial Advisors Columbus, Ohio	$13.8K	-$7.56K	3	0.01%	Reduced
2538	BFPW BOK Financial Private Wealth Denver, Colorado	$13.8K	$0	1	0%	Maintained
2539	NFA Northwest Financial Advisors Herndon, Virginia	$13.5K	+$12.6K	4	0.01%	New
2540	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$13K	+$11.2K	1	0.01%	New
2541	SRCM Signature Resources Capital Management Newport Beach, California	$13K	-$274	1	0.01%	Reduced
2542	NC NewSquare Capital Newtown Square, Pennsylvania	$13K	$0	1	0%	Maintained
2543	SA Scarborough Advisors Annapolis, Maryland	$12.9K	-$1.12K	1	0%	Reduced
2544	W Wealthquest Cincinnati, Ohio	$12.5K	-$259K	1	0%	Reduced
2545	XF XML Financial Bethesda, Maryland	$12.5K	+$10.2K	1	0%	New
2546	FA Fortis Advisors Wayne, Pennsylvania	$12.2K	$0	1	0.01%	Maintained
2547	LP LGL Partners Philadelphia, Pennsylvania	$12.1K	$0	1	0%	Maintained
2548	MTC Matrix Trust Company Denver, Colorado	$12K	+$10.4K	1	0%	New
2549	SW SlateStone Wealth Jupiter, Florida	$12K	$0	1	0%	Maintained
2550	KIG Kessler Investment Group Columbus, Indiana	$11.9K	$0	1	0.01%	Maintained