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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	AWM Abound Wealth Management Franklin, Tennessee	$78.3K	+$84.5K	6	0.04%	New
2552	SWM Sugarloaf Wealth Management Duluth, Georgia	$78K	+$4.04K	5	0.02%	Increased
2553	CAC Core Alternative Capital Peachtree Corners, Georgia	$75K	+$3.42K	2	0.01%	Increased
2554	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$74K	-$15.9M	1	0%	Reduced
2555	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$74K	$0	1	0.02%	Maintained
2556	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$74K	-$8.96K	7	0.01%	Reduced
2557	TA TKG Advisors Valparaiso, Indiana	$74K	+$88.9K	1	0.06%	New
2558	CT Caldwell Trust Venice, Florida	$73.1K	$0	3	0.01%	Maintained
2559	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$73K	$0	1	0.06%	Maintained
2560	SMA Sage Mountain Advisors Atlanta, Georgia	$73K	-$691K	1	0.02%	Reduced
2561	Close Asset Management London, United Kingdom	$72K	-$1.35M	1	0%	Reduced
2562	SIS Sound Income Strategies Ft Lauderdale, Florida	$71K	+$2.36K	3	0.01%	Increased
2563	Waverly Advisors Birmingham, Alabama	$71K	$0	1	0.01%	Maintained
2564	WIM Westside Investment Management Santa Monica, California	$70.4K	+$13.6K	7	0.17%	Increased
2565	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$70K	$0	3	0.03%	Maintained
2566	CWS Cypress Wealth Services Palm Desert, California	$69K	-$1.87K	1	0.02%	Reduced
2567	LD Lipe & Dalton Syracuse, New York	$69K	+$70.9K	1	0.04%	New
2568	POIA Pin Oak Investment Advisors Houston, Texas	$68K	-$36K	2	0.09%	Reduced
2569	WB West Bancorporation West Des Moines, Iowa	$67K	$0	1	0.05%	Maintained
2570	QC QCM Cayman Houston, Texas	$66K	+$1.55K	2	0.96%	Increased
2571	BA Bellwether Advisors Lincoln, Nebraska	$64K	+$8.42K	5	0.02%	Increased
2572	CFFP Center for Financial Planning Southfied, Michigan	$64K	-$551	4	0.02%	Reduced
2573	EARNEST Partners Atlanta, Georgia	$63K	$0	3	0%	Maintained
2574	JFA JNBA Financial Advisors Bloomington, Minnesota	$63K	-$4.77K	5	0.01%	Reduced
2575	ECM Estabrook Capital Management New York	$62.2K	+$209	2	0.01%	Increased