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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
2651	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$211K	+$187K	1	0.04%	New
2652	CRIG Charter Research & Investment Group Southport, Connecticut	$211K	-$62.2K	1	0.2%	Reduced
2653	CCM Compass Capital Management Minneapolis, Minnesota	$211K	+$186K	1	0.02%	New
2654	I INVST Indianapolis, Indiana	$211K	+$186K	1	0.04%	New
2655	WDL Well Done LLC Holland, Michigan	$211K	+$187K	1	0.05%	New
2656	DAM Delta Asset Management Memphis, Tennessee	$209K	-$207	1	0.02%	Reduced
2657	GL Graypoint LLC Albany, New York	$209K	+$185K	1	0.04%	New
2658	LWP Legacy Wealth Planning Reno, Nevada	$209K	+$185K	1	0.27%	New
2659	CCP Cyrus Capital Partners New York	$208K	$0	1	0.05%	Maintained
2660	MFG MidWestOne Financial Group Iowa City, Iowa	$207K	+$185K	1	0.06%	New
2661	Sax Wealth Advisors Parsippany, New Jersey	$207K	+$183K	1	0.1%	New
2662	CWM CCG Wealth Management San Diego, California	$205K	-$82.9K	1	0.22%	Reduced
2663	FA Financial Advisors Andover, Massachusetts	$205K	+$181K	1	0.09%	New
2664	LIA LBMC Investment Advisors Brentwood, Tennessee	$205K	+$181K	1	0.02%	New
2665	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$205K	+$182K	1	0.08%	New
2666	WOC West Oak Capital Westlake Village, California	$205K	$0	1	0.1%	Maintained
2667	Conestoga Capital Advisors Wayne, Pennsylvania	$204K	-$62.2K	1	0%	Reduced
2668	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$204K	+$170K	1	0.06%	New
2669	CWM Chesapeake Wealth Management Williamsburg, Virginia	$203K	+$180K	1	0.07%	New
2670	WCA Windsor Creek Advisors Bethel, Vermont	$202K	$0	1	0.05%	Maintained
2671	MA Modus Advisors Excelsior, Minnesota	$201K	+$178K	1	0.1%	New
2672	GFPC Global Financial Private Client Sarasota, Florida	$199K	+$113K	1	0.16%	Increased
2673	TWM Tolleson Wealth Management Dallas, Texas	$197K	+$144K	1	0.07%	New
2674	CAL Capital Advisors Ltd Shaker Heights, Ohio	$196K	$0	1	0.04%	Maintained
2675	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$196K	$0	1	0.14%	Maintained