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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	VRM Vectors Research Management New York	$10K	$0	1	0%	Maintained
2627	3F 360 Financial Wayzata, Minnesota	$9K	$0	1	0.01%	Maintained
2628	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$9K	+$8.76K	1	0%	New
2629	PH Pinnacle Holdings Tulsa, Oklahoma	$8.52K	-$13.8K	1	0%	Reduced
2630	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$8K	+$14.2K	1	0.01%	New
2631	FEG Financial Enhancement Group Anderson, Indiana	$8K	-$2.91M	2	0%	Reduced
2632	RBC Roble Belko & Company Sewickley, Pennsylvania	$8K	+$365	5	0%	Increased
2633	AWM Avondale Wealth Management West Lake Hills, Texas	$7K	$0	1	0.01%	Maintained
2634	MIM Macroview Investment Management Bethesda, Maryland	$7K	-$9.3K	4	0.01%	Reduced
2635	Mesirow Financial Investment Management Chicago, Illinois	$7K	-$275K	1	0.03%	Reduced
2636	SAM Strategic Asset Management Rochester, Minnesota	$7K	+$1.29K	3	0.01%	Increased
2637	TIM Tortoise Investment Management White Plains, New York	$7K	+$2.43K	2	0%	Increased
2638	VAG VisionPoint Advisory Group Dallas, Texas	$7K	+$17.2K	1	0%	New
2639	CM Cornerstone Management Duluth, Georgia	$6.79K	$0	1	0%	Maintained
2640	AMG Advisors Management Group La Crosse, Wisconsin	$6K	+$12.3K	1	0%	New
2641	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$6K	-$125K	3	0%	Reduced
2642	DA Detalus Advisors St. Louis, Missouri	$6K	+$12.3K	1	0%	New
2643	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$6K	-$2K	1	0%	Reduced
2644	WAM WFA Asset Management Whitefish Bay, Wisconsin	$5.24K	-$8.19K	1	0%	Reduced
2645	APC Aspire Private Capital Cornelius, North Carolina	$5K	$0	2	0%	Maintained
2646	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$5K	-$353K	1	0%	Reduced
2647	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$5K	+$5.73K	1	0%	New
2648	CBT CoreFirst Bank & Trust Topeka, Kansas	$5K	$0	1	0%	Maintained
2649	CMP Coston McIsaac & Partners Bar Harbor, Maine	$5K	+$5.94K	2	0%	New
2650	TD Ameritrade Investment Management Omaha, Nebraska	$5K	-$5.01K	1	0%	Reduced