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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
2576	EIM Essex Investment Management Boston, Massachusetts	$5K	$0	1	0%	Maintained
2577	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$5K	$0	1	0%	Maintained
2578	SC Steph & Co Marinette, Wisconsin	$5K	+$7.9K	1	0%	New
2579	Mesirow Financial Investment Management Chicago, Illinois	$4.99K	-$264K	1	0.02%	Reduced
2580	TIM Tortoise Investment Management White Plains, New York	$4.98K	$0	2	0%	Maintained
2581	RF Robbins Farley Bedford, New Hampshire	$4.67K	+$976	5	0%	Increased
2582	BIG Builder Investment Group Atlanta, Georgia	$4.55K	+$9.65K	1	0%	New
2583	Donaldson Capital Management Evansville, Indiana	$4.5K	-$1.47K	1	0%	Reduced
2584	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$4.47K	+$4.56K	3	0%	Increased
2585	RCM Ravenstone Capital Management Toronto,	$4.08K	$0	1	0%	Maintained
2586	PK Pflug Koory Omaha, Nebraska	$4K	-$36K	1	0%	Reduced
2587	RBC Roble Belko & Company Sewickley, Pennsylvania	$4K	+$105	5	0%	Increased
2588	TFA Transamerica Financial Advisors St. Petersburg, Florida	$4K	+$1.16K	4	0%	Increased
2589	BFA Beacon Financial Advisory Cleveland, Ohio	$3.78K	+$1.49K	1	0%	Increased
2590	APC Aspire Private Capital Cornelius, North Carolina	$3.6K	$0	2	0%	Maintained
2591	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$3.54K	+$5.27K	1	0%	New
2592	WAM WFA Asset Management Whitefish Bay, Wisconsin	$3.25K	$0	1	0%	Maintained
2593	CCMI Creative Capital Management Investments San Diego, California	$3K	+$7.93K	1	0%	New
2594	SFA Semmax Financial Advisors Winston Salem, North Carolina	$3K	$0	1	0%	Maintained
2595	Independent Advisor Alliance Charlotte, North Carolina	$2.99K	-$630K	1	0%	Reduced
2596	CWM Cedar Wealth Management Walnut Creek, California	$2.8K	-$1.7K	2	0%	Reduced
2597	LWP Laurel Wealth Planning Edina, Minnesota	$2.6K	$0	1	0%	Maintained
2598	DCM Davidson Capital Management Corpus Christi, Texas	$2.28K	-$480	1	0%	Reduced
2599	PEA Park Edge Advisors Cleveland, Ohio	$2.28K	+$4.83K	1	0%	New
2600	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$2.2K	-$3K	2	0%	Reduced