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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
2601	Arax Advisory Partners Denver, Colorado	$47K	-$68.8K	7	0.01%	Reduced
2602	OCAM Owl Creek Asset Management New York	$47K	$0	1	0%	Maintained
2603	PGAM Princeton Global Asset Management Princeton, New Jersey	$47K	$0	2	0.02%	Maintained
2604	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$47K	+$4.61K	3	0.02%	Increased
2605	CFG CKW Financial Group Honolulu, Hawaii	$46K	$0	2	0.01%	Maintained
2606	CPC Congress Park Capital Saratoga Springs, New York	$44K	-$276K	1	0.03%	Reduced
2607	NC NewSquare Capital Newtown Square, Pennsylvania	$43K	-$44.3K	1	0.01%	Reduced
2608	VAM Vienna Asset Management Saratoga, California	$43K	+$44.1K	1	0.12%	New
2609	KFI Key Financial Inc West Chester, Pennsylvania	$42K	$0	5	0.02%	Maintained
2610	SC Solstein Capital Menlo Park, California	$42K	$0	2	0.04%	Maintained
2611	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$41K	+$41.9K	1	0.28%	New
2612	JGCM Joseph Group Capital Management Columbus, Ohio	$41K	+$45.4K	2	0.04%	New
2613	ML McAdam LLC Philadelphia, Pennsylvania	$41K	-$5.47K	1	0%	Reduced
2614	UIA Ulland Investment Advisors Minneapolis, Minnesota	$41K	-$20.4K	4	0.04%	Reduced
2615	FSWA Financial Synergies Wealth Advisors Houston, Texas	$39.4K	$0	4	0.01%	Maintained
2616	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$39K	$0	1	0.02%	Maintained
2617	PK Pflug Koory Omaha, Nebraska	$39K	$0	2	0.02%	Maintained
2618	PWM Praetorian Wealth Management Carmel, California	$39K	$0	1	0.01%	Maintained
2619	SA SRH Advisors Salina, Kansas	$39K	+$6.98K	3	0.05%	Increased
2620	DAC Dividend Assets Capital Ridgeland, South Carolina	$37K	$0	1	0.01%	Maintained
2621	NMG New Millennium Group Sandy, Utah	$37K	-$3.55K	3	0.04%	Reduced
2622	TCM TD Capital Management Memphis, Tennessee	$37K	+$37.7K	2	0.01%	New
2623	TLCM Twin Lakes Capital Management Redwood Shores, California	$37K	+$48.1K	1	0.03%	New
2624	IWP IAG Wealth Partners Waukesha, Wisconsin	$35K	+$89	2	0.01%	Increased
2625	WAM Warberg Asset Management Winnetka, Illinois	$33K	-$154K	1	0%	Reduced