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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
2701	RWM RMG Wealth Management Platteville, Wisconsin	$124K	-$4.02K	10	0.01%	Reduced
2702	SIM Synergy Investment Management Altamonte Springs, Florida	$123K	-$521	8	0.03%	Reduced
2703	BONH Bank of New Hampshire Laconia, New Hampshire	$121K	-$8.37K	4	0.03%	Reduced
2704	JWM JPL Wealth Management Highlands Ranch, Colorado	$121K	+$37.1K	9	0.02%	Increased
2705	DFA DHJJ Financial Advisors Naperville, Illinois	$121K	+$3.56K	12	0.03%	Increased
2706	BC Barrett & Company Providence, Rhode Island	$121K	-$18.6K	6	0.03%	Reduced
2707	MEG Millstone Evans Group Boulder, Colorado	$120K	$0	3	0.07%	Maintained
2708	OC Oakworth Capital Birmingham, Alabama	$119K	-$4.73K	5	0.01%	Reduced
2709	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$119K	-$1.23K	2	0.05%	Reduced
2710	FGC Financial Gravity Companies Lakeway, Texas	$118K	+$103K	4	0.02%	New
2711	SAM S.A. Mason Holland, Michigan	$115K	$0	1	0.04%	Maintained
2712	ATC Advantage Trust Company Salina, Kansas	$115K	+$119K	1	0.04%	New
2713	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$115K	-$5.88K	6	0.01%	Reduced
2714	DIP DT Investment Partners Chadds Ford, Pennsylvania	$114K	+$6.82K	3	0.01%	Increased
2715	ADL Asset Dedication LLC San Francisco, California	$113K	+$5.21K	10	0.01%	Increased
2716	HWM HighMark Wealth Management St. Paul, Minnesota	$113K	-$11.3K	12	0.04%	Reduced
2717	PF PlanVest Financial Gaithersburg, Maryland	$112K	+$29.7K	7	0.08%	Increased
2718	GEA Glen Eagle Advisors Kingston, New Jersey	$112K	-$5.63K	8	0.01%	Reduced
2719	AI Axecap Investments Mason, Ohio	$111K	+$103K	1	0.06%	New
2720	BRF B. Riley Financial Los Angeles, California	$110K	-$3.87M	1	0.03%	Reduced
2721	OAJ Ogorek Anthony Joseph Williamsville, New York	$109K	-$3.02K	3	0.03%	Reduced
2722	VC Vestor Capital Chicago, Illinois	$109K	-$5.9M	1	0.01%	Reduced
2723	PPA Pilgrim Partners Asia Singapore	$109K	-$47.8K	4	0.05%	Reduced
2724	RQS Ramsey Quantitative Systems Louisville, Kentucky	$108K	+$114K	1	0.1%	New
2725	E3F Eight 31 Financial Midland, Texas	$107K	$0	1	0.06%	Maintained