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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	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$3K	$0	1	0%	Maintained
2552	HCM Horrell Capital Management Little Rock, Arkansas	$3K	+$1.65K	3	0%	Increased
2553	TC Trust Company Manhattan, Kansas	$2.76K	-$523K	2	0%	Reduced
2554	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$2.75K	$0	1	0%	Maintained
2555	GCM Gables Capital Management Miami, Florida	$2.71K	$0	1	0%	Maintained
2556	DI DAGCO Inc Westlake, Ohio	$2.68K	+$2.46K	1	0%	New
2557	RF Robbins Farley Bedford, New Hampshire	$2.52K	$0	4	0%	Maintained
2558	CPA Clear Point Advisors Melville, New York	$2.34K	-$65.3K	6	0%	Reduced
2559	GFL Granite FO LLC Bedford, New Hampshire	$2.23K	+$2.21K	2	0%	New
2560	CAC Core Alternative Capital Peachtree Corners, Georgia	$2.16K	-$39.6K	2	0%	Reduced
2561	HWM Horizons Wealth Management Asheville, North Carolina	$1.78K	$0	1	0%	Maintained
2562	ACM Anfield Capital Management Irvine, California	$1.75K	+$1.6K	2	0%	New
2563	LIA Luken Investment Analytics Brentwood, Tennessee	$1.68K	$0	1	0%	Maintained
2564	MAM Marquette Asset Management Minneapolis, Minnesota	$1.63K	$0	2	0%	Maintained
2565	OWA Opal Wealth Advisors Jericho, New York	$1.55K	+$970	1	0%	New
2566	UFF USA Financial Formulas Ada, Michigan	$1.54K	+$491	1	0%	Increased
2567	VWA Valued Wealth Advisors Holladay, Utah	$1.41K	-$307	1	0%	Reduced
2568	SL Salomon & Ludwin Richmond, Virginia	$1.3K	-$18.4K	4	0%	Reduced
2569	SJIM St. Johns Investment Management Jacksonville, Florida	$1.18K	+$368	1	0%	Increased
2570	DF DecisionPoint Financial Mesa, Arizona	$1.09K	+$1.22K	1	0%	New
2571	BGA Battery Global Advisors Boston, Massachusetts	$1K	$0	1	0%	Maintained
2572	FCG Financial Connections Group Corte Madera, California	$1K	-$89K	1	0%	Reduced
2573	DWA Delos Wealth Advisors Dallas, Texas	$846	-$514	1	0%	Reduced
2574	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$821	-$774	2	0%	Reduced
2575	CAM Clarity Asset Management Ames, Iowa	$653	-$5.42K	1	0%	Reduced