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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	Advisory Research Chicago, Illinois	$398K	+$47.5K	1	0.03%	Increased
2627	FAM Flaharty Asset Management Clearwater, Florida	$397K	-$218K	1	0.08%	Reduced
2628	LC Landaas & Company Milwaukee, Wisconsin	$397K	$0	1	0.23%	Maintained
2629	Zuckerman Investment Group Chicago, Illinois	$397K	-$203K	1	0.07%	Reduced
2630	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$392K	+$280K	5	0.26%	Increased
2631	OFA Oak Family Advisors Chicago, Illinois	$389K	+$351K	2	0.14%	New
2632	FH FWG Holdings Winter Park, Florida	$386K	+$68.7K	1	0.33%	Increased
2633	LVZ Inc Holland, Michigan	$386K	$0	1	0.06%	Maintained
2634	MFS Madrona Financial Services Everett, Washington	$386K	-$284	1	0.18%	Reduced
2635	FOA Five Oceans Advisors Santa Monica, California	$384K	+$419K	1	0.44%	New
2636	AA AlphaMark Advisors Ft. Wright, Kentucky	$383K	+$10.1K	3	0.14%	Increased
2637	MVP Miller Value Partners Sarasota, Florida	$383K	-$30.7M	1	0.01%	Reduced
2638	RMC Regis Management Company Menlo Park, California	$383K	$0	1	0.07%	Maintained
2639	Concord Wealth Partners Abingdon, Virginia	$382K	-$923K	5	0.16%	Reduced
2640	FA FMA Advisory Harrisburg, Pennsylvania	$382K	+$405K	1	0.14%	New
2641	Simon Quick Advisors Morristown, New Jersey	$382K	+$90.5K	3	0.1%	Increased
2642	CYG Clean Yield Group Norwich, Vermont	$380K	+$70.9K	2	0.12%	Increased
2643	CT Columbia Trust Portland, Oregon	$380K	+$7.09K	1	0.2%	Increased
2644	EGA E&G Advisors Houston, Texas	$380K	+$415K	1	0.1%	New
2645	Garrett Wealth Advisory Group Weatherford, Texas	$380K	$0	1	0.24%	Maintained
2646	SCP Shorepoint Capital Partners Norwood, Massachusetts	$380K	+$411K	1	0.17%	New
2647	Waverly Advisors Birmingham, Alabama	$380K	+$278K	1	0.03%	New
2648	Crawford Investment Counsel Atlanta, Georgia	$379K	+$23.3K	1	0.01%	Increased
2649	SW StrongBox Wealth Lee's Summit, Missouri	$378K	$0	1	0.21%	Maintained
2650	Cookson Peirce & Co Pittsburgh, Pennsylvania	$377K	-$103K	1	0.02%	Reduced