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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	IIC Ironwood Investment Counsel Scottsdale, Arizona	$342K	+$76.3K	1	0.09%	Increased
2702	LCM Landscape Capital Management Englewood, New Jersey	$341K	+$180K	2	0.05%	Increased
2703	Needham Investment Management New York	$341K	+$73.8K	1	0.05%	Increased
2704	ME McIlrath & Eck Arlington, Washington	$340K	+$2.03K	5	0.1%	Increased
2705	CCG Cypress Capital Group Palm Beach, Florida	$339K	-$7.38K	1	0.05%	Reduced
2706	RIM Rockbridge Investment Management Syracuse, New York	$339K	+$32.6K	4	0.06%	Increased
2707	RFN RDA Financial Network Akron, Iowa	$338K	+$42K	1	0.15%	Increased
2708	BONH Bank of New Hampshire Laconia, New Hampshire	$337K	$0	1	0.09%	Maintained
2709	4WM 4J Wealth Management Alexandria, Virginia	$336K	+$12.8K	1	0.29%	Increased
2710	FWM FSA Wealth Management Needham, Massachusetts	$336K	-$22.7K	1	0.21%	Reduced
2711	AWM AllSquare Wealth Management Albany, New York	$335K	-$53.6K	1	0.2%	Reduced
2712	AWM Aries Wealth Management Portland, Maine	$335K	+$17K	1	0.14%	Increased
2713	BBI Baxter Bros Inc Riverside, Connecticut	$335K	+$365K	1	0.05%	New
2714	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$334K	+$17K	2	0.08%	Increased
2715	RP Rice Partnership Honolulu, Hawaii	$334K	+$8.73K	1	0.11%	Increased
2716	SMA Sage Mountain Advisors Atlanta, Georgia	$334K	-$2.33K	1	0.05%	Reduced
2717	SRC Samson Rock Capital London, United Kingdom	$334K	+$264K	1	0.21%	New
2718	BWA Beam Wealth Advisors Covington, Louisiana	$332K	+$20.1K	1	0.28%	Increased
2719	TCM Triumph Capital Management Denver, Colorado	$332K	-$1.4M	1	0.16%	Reduced
2720	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$330K	-$76.6K	1	0.08%	Reduced
2721	HWM HighMark Wealth Management St. Paul, Minnesota	$328K	-$7.01K	7	0.24%	Reduced
2722	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$328K	-$193K	1	0.08%	Reduced
2723	BCM Breiter Capital Management Bradenton, Florida	$327K	-$284	1	0.19%	Reduced
2724	CBOR Community Bank of Raymore Raymore, Missouri	$325K	+$355K	1	0.1%	New
2725	PHM Prospect Hill Management Short Hills, New Jersey	$325K	$0	1	0.22%	Maintained