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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
2551	PWM Praetorian Wealth Management Carmel, California	$32K	+$45.8K	1	0.01%	New
2552	RA Rational Advisors Huntington, New York	$32K	+$15.5K	3	0%	Increased
2553	SC Saltoro Capital Dallas, Texas	$32K	-$42.3K	1	0.01%	Reduced
2554	IWP IAG Wealth Partners Waukesha, Wisconsin	$31K	-$11.9K	2	0.01%	Reduced
2555	MCM Magnolia Capital Management Cold Spring, New York	$31K	$0	1	0.03%	Maintained
2556	DAC Dividend Assets Capital Ridgeland, South Carolina	$30K	-$46.4K	1	0.01%	Reduced
2557	IC Inscription Capital Houston, Texas	$30K	-$228K	1	0.01%	Reduced
2558	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$30K	+$91.9K	1	0.01%	New
2559	EIM Essex Investment Management Boston, Massachusetts	$29K	-$786K	2	0%	Reduced
2560	FCG Financial Connections Group Corte Madera, California	$29K	-$2K	3	0.03%	Reduced
2561	KWM Kolinsky Wealth Management Ramsey, New Jersey	$28K	$0	2	0.03%	Maintained
2562	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$28K	$0	2	0.02%	Maintained
2563	KFS Kelly Financial Services Braintree, Massachusetts	$27.2K	-$3.94K	6	0.01%	Reduced
2564	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$26.9K	-$105K	4	0.01%	Reduced
2565	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$26K	+$14.5K	1	0.01%	Increased
2566	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$26K	-$215K	1	0.01%	Reduced
2567	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$26K	-$68K	2	0.01%	Reduced
2568	EVC Eidelman Virant Capital Saint Louis, Missouri	$25K	-$689K	2	0.02%	Reduced
2569	SA SRH Advisors Salina, Kansas	$25K	+$9.52K	3	0.03%	Increased
2570	TCM Tuttle Capital Management Riverside, Connecticut	$25K	+$75.6K	1	0.07%	New
2571	SIC Samalin Investment Counsel Chappaqua, New York	$23K	-$264K	0	–	Closed
2572	RIM Rockbridge Investment Management Syracuse, New York	$22.9K	-$37.2K	5	0.01%	Reduced
2573	HR Howe & Rusling Rochester, New York	$22K	-$4.13K	7	0%	Reduced
2574	MWM Mascoma Wealth Management Hanover, New Hampshire	$22K	-$13.4K	1	0.01%	Reduced
2575	AIP Almanack Investment Partners Wayne, Pennsylvania	$21K	-$722K	1	0%	Reduced