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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	HB Horizon Bancorp Michigan City, Indiana	$165K	-$310K	1	0.08%	Reduced
2677	HNB Hilltop National Bank Casper, Wyoming	$163K	+$68.9K	5	0.05%	Increased
2678	DWM Darwin Wealth Management Tampa, Florida	$158K	-$41.6K	5	0.05%	Reduced
2679	PB Pinnacle Bancorp Beatrice, Nebraska	$156K	-$108K	1	0.05%	Reduced
2680	Novem Group Rochester, New York	$155K	+$178K	2	0.02%	New
2681	TWM TSA Wealth Management Houston, Texas	$155K	$0	1	0.06%	Maintained
2682	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$155K	+$155K	3	0.1%	New
2683	T Transce3nd Kyle, Texas	$154K	+$151K	15	0.05%	New
2684	Advent Capital Management New York	$152K	+$162K	1	0%	New
2685	TLA Tanglewood Legacy Advisors Houston, Texas	$151K	+$2.71K	4	0.06%	Increased
2686	OP ORG Partners Roanoke, Indiana	$149K	+$154K	9	0.02%	Increased
2687	TAM Tucker Asset Management Littleton, Colorado	$148K	+$31.9K	12	0.02%	Increased
2688	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$146K	+$14.8K	5	0.03%	Increased
2689	IWM IMG Wealth Management Jacksonville, Florida	$146K	+$146K	4	0.13%	New
2690	Garde Capital Seattle, Washington	$145K	+$150K	1	0.01%	New
2691	Levin Capital Strategies New York	$145K	+$150K	1	0.01%	New
2692	GFPC Global Financial Private Client Sarasota, Florida	$145K	+$105K	7	0.05%	Increased
2693	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$144K	+$21.4K	1	0.69%	Increased
2694	DIG Dauntless Investment Group Etna, New Hampshire	$144K	+$149K	1	0.15%	New
2695	First Command Advisory Services Fort Worth, Texas	$142K	$0	1	0%	Maintained
2696	St. Denis J. Villere & Co New Orleans, Louisiana	$140K	+$148K	1	0.01%	New
2697	AWM AllSquare Wealth Management Albany, New York	$139K	$0	5	0.08%	Maintained
2698	OA Operose Advisors Milwaukee, Wisconsin	$139K	-$7.99K	1	0.05%	Reduced
2699	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$138K	+$10.4K	7	0.04%	Increased
2700	WWP WR Wealth Planners Columbia, Missouri	$137K	-$65.7K	9	0.04%	Reduced