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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
2676	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$251K	$0	1	0.13%	Maintained
2677	NC NewSquare Capital Newtown Square, Pennsylvania	$251K	$0	1	0.03%	Maintained
2678	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$250K	$0	1	0.03%	Maintained
2679	CH Canton Hathaway Providence, Rhode Island	$250K	+$57.5K	2	0.08%	Increased
2680	CYG Clean Yield Group Norwich, Vermont	$249K	-$18.9K	1	0.09%	Reduced
2681	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$249K	+$16.9K	1	0.1%	Increased
2682	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$248K	-$5.05K	1	0.01%	Reduced
2683	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$248K	-$373K	1	0.1%	Reduced
2684	FCM Firestone Capital Management Coral Gables, Florida	$248K	+$26.7K	3	0.09%	Increased
2685	RIM Rockbridge Investment Management Syracuse, New York	$248K	+$22K	3	0.05%	Increased
2686	AWP Abacus Wealth Partners Santa Monica, California	$248K	-$50.8K	1	0.18%	Reduced
2687	FNB Farmers National Bank Danville, Kentucky	$247K	+$21.2K	1	0.09%	Increased
2688	Birch Hill Investment Advisors Boston, Massachusetts	$245K	+$255K	1	0.01%	New
2689	DAM Delta Asset Management Memphis, Tennessee	$245K	+$29.4K	2	0.02%	Increased
2690	HWMG Hurlow Wealth Management Group Bloomington, Indiana	$245K	+$2.02K	1	0.18%	Increased
2691	LF Lee Financial Dallas, Texas	$245K	+$177K	3	0.06%	Increased
2692	ACG Allen Capital Group Grand Island, Nebraska	$244K	-$35.4K	1	0.05%	Reduced
2693	Annex Advisory Services Brookfield, Wisconsin	$244K	+$254K	1	0.02%	New
2694	GIA Granite Investment Advisors Concord, New Hampshire	$244K	+$264K	1	0.04%	New
2695	LF Lantz Financial Naperville, Illinois	$244K	-$44.7K	1	0.14%	Reduced
2696	NGA Naples Global Advisors Naples, Florida	$244K	$0	1	0.04%	Maintained
2697	Braun Stacey Associates New York	$243K	+$253K	1	0.01%	New
2698	FFWM Future Financial Wealth Management Cincinnati, Ohio	$243K	-$528K	1	0.28%	Reduced
2699	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$243K	$0	1	0.14%	Maintained
2700	V VeraBank Henderson, Texas	$242K	$0	1	0.16%	Maintained