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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	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$11.8K	+$4.37K	3	0.01%	Increased
2552	VWA Valued Wealth Advisors Holladay, Utah	$11.7K	+$1.67K	4	0.01%	Increased
2553	TC Trust Company Manhattan, Kansas	$11.4K	+$5.72K	4	0%	Increased
2554	LG LAM Group Lake Oswego, Oregon	$11.4K	$0	3	0.01%	Maintained
2555	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$11.4K	+$12.7K	1	0%	New
2556	B Birchbrook Bangor, Maine	$11.3K	+$5.37K	1	0.01%	Increased
2557	PPWM PFG Private Wealth Management Lutz, Florida	$11.2K	$0	1	0.01%	Maintained
2558	DCM Davis Capital Management Jacksonville, Florida	$11.1K	$0	3	0.01%	Maintained
2559	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$10.8K	+$1.97K	4	0%	Increased
2560	BFS Burkett Financial Services Rock Hill, South Carolina	$10.2K	$0	2	0%	Maintained
2561	BAM Bellevue Asset Management Bellevue, Washington	$10.1K	$0	3	0.01%	Maintained
2562	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$9.99K	$0	1	0%	Maintained
2563	IA IFS Advisors Overland Park, Kansas	$9.78K	$0	2	0.01%	Maintained
2564	AIM Arcadia Investment Management Kalamazoo, Michigan	$9.75K	-$137K	1	0%	Reduced
2565	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$9.71K	$0	2	0.01%	Maintained
2566	NCM Northwest Capital Management Lake Oswego, Oregon	$9.68K	$0	1	0%	Maintained
2567	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$9.61K	-$16.7K	2	0%	Reduced
2568	EFP EnRich Financial Partners Madison, Wisconsin	$9.44K	$0	2	0%	Maintained
2569	OW Olistico Wealth Tulsa, Oklahoma	$9.27K	-$1.18K	3	0.01%	Reduced
2570	FA Financial Avengers Oakland, California	$8.97K	+$7.69K	1	0%	New
2571	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$8.58K	+$7.36K	1	0.01%	New
2572	IWA Inspirion Wealth Advisors Libertyville, Illinois	$8.12K	$0	1	0%	Maintained
2573	CF Concorde Financial Dallas, Texas	$7.89K	+$10.2K	1	0%	New
2574	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$7.88K	$0	1	0.01%	Maintained
2575	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$7.77K	+$6.11K	5	0%	Increased