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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	CIR Clear Investment Research Alpharetta, Georgia	$530	+$180	1	0%	Increased
2577	PCFFS Pacific Center for Financial Services San Ramon, California	$423	+$362	1	0%	New
2578	BFO Biltmore Family Office Charlotte, North Carolina	$364	+$310	1	0%	New
2579	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$268	$0	1	0%	Maintained
2580	WestEnd Advisors Charlotte, North Carolina	$268	+$245	1	0%	New
2581	FCMT Founders Capital Management (Texas) Houston, Texas	$250	$0	1	0%	Maintained
2582	RP Raelipskie Partnership Waterloo, Ontario, Canada	$133	$0	1	0%	Maintained
2583	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$63	$0	1	0%	Maintained
2584	Ferguson Wellman Capital Management Portland, Oregon	$6	$0	1	0%	Maintained
2585	AIMA Ables Iannone Moore & Associates Savannah, Georgia	$0	-$69.3K	0	–	Closed
2586	AWM Able Wealth Management Toms River, New Jersey	$0	-$53.9K	0	–	Closed
2587	AOGP Addition One General Partner New York	$0	-$45.7M	0	–	Closed
2588	APM Advanced Portfolio Management New York	$0	-$1.84M	0	–	Closed
2589	ARC Advisor Resource Council Dallas, Texas	$0	-$1.57M	0	–	Closed
2590	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$0	-$303K	0	–	Closed
2591	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$0	-$2.79M	0	–	Closed
2592	ASFA All Season Financial Advisors Denver, Colorado	$0	-$565K	0	–	Closed
2593	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$0	-$720	0	–	Closed
2594	AIP Almanack Investment Partners Wayne, Pennsylvania	$0	-$5.22K	0	–	Closed
2595	ACM AlphaStar Capital Management Cornelius, North Carolina	$0	-$1.64M	0	–	Closed
2596	ACM Alta Capital Management Salt Lake City, Utah	$0	-$17.5M	0	–	Closed
2597	ACM Altium Capital Management New York	$0	-$13.8K	0	–	Closed
2598	AA Altman Advisors Chicago, Illinois	$0	-$227K	0	–	Closed
2599	AWM Ameliora Wealth Management Zurich, Switzerland	$0	-$6.14K	0	–	Closed
2600	AFS Annapolis Financial Services Annapolis, Maryland	$0	-$11.1K	0	–	Closed