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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
2626	SG Sankala Group Lyons, Colorado	$197K	-$46.7K	6	0.13%	Reduced
2627	YP YANKCOM Partnership Yankton, South Dakota	$196K	-$230K	3	0.07%	Reduced
2628	FIG Fortress Investment Group New York	$195K	$0	1	0.04%	Maintained
2629	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$195K	-$14.6K	10	0.01%	Reduced
2630	BC Burnham & Co Grand Rapids, Michigan	$195K	+$165K	4	0.16%	New
2631	TWD True Wealth Design Akron, Ohio	$194K	-$5.62K	21	0.05%	Reduced
2632	RRMM Regatta Research & Money Management Metairie, Louisiana	$191K	+$201K	1	0.18%	New
2633	PFG Prosperity Financial Group San Ramon, California	$190K	+$10.6K	1	0.06%	Increased
2634	VWM Vermillion Wealth Management Rosemount, Minnesota	$189K	-$12.2K	9	0.04%	Reduced
2635	WETS Wealth Enhancement Trust Services Sioux Falls, South Dakota	$189K	-$22.6K	12	0.02%	Reduced
2636	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$188K	-$19.7K	6	0.01%	Reduced
2637	APW Allied Private Wealth Boca Raton, Florida	$186K	+$198K	7	0.12%	New
2638	CH Canton Hathaway Providence, Rhode Island	$184K	+$201K	1	0.04%	New
2639	VR Vision Retirement Ridgewood, New Jersey	$183K	+$19K	11	0.04%	Increased
2640	CWM C2C Wealth Management Scottsdale, Arizona	$183K	+$68.8K	1	0.14%	Increased
2641	CAL Capital Advisors Ltd Shaker Heights, Ohio	$181K	+$814	11	0.02%	Increased
2642	MCM Mason Capital Management New York	$180K	$0	1	0.03%	Maintained
2643	AIP ARS Investment Partners New York	$179K	$0	1	0.01%	Maintained
2644	PWA Physician Wealth Advisors Midvale, Utah	$179K	-$40.6K	25	0.02%	Reduced
2645	AFG Albion Financial Group Salt Lake City, Utah	$177K	-$35.7K	6	0.01%	Reduced
2646	FG Franchise GP Grand Cayman,	$177K	-$43M	2	0.08%	Reduced
2647	CWM Consultiva Wealth Management San Juan, Puerto Rico	$176K	+$19.5K	4	0.4%	Increased
2648	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$175K	-$68.5K	7	0.05%	Reduced
2649	MAM Mainsail Asset Management Birmingham, Alabama	$174K	+$193K	1	0.07%	New
2650	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$174K	-$12.4K	6	0.05%	Reduced