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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
2726	GWM Greenhouse Wealth Management Westport, Connecticut	$107K	+$94.3K	1	0.11%	New
2727	DAC Dividend Assets Capital Ridgeland, South Carolina	$103K	-$306K	1	0.02%	Reduced
2728	JWM Janiczek Wealth Management Denver, Colorado	$103K	+$68.8K	1	0.05%	Increased
2729	IA Inspire Advisors Meridian, Idaho	$101K	+$72.2K	5	0.04%	New
2730	TLFA True Link Financial Advisors San Francisco, California	$100K	+$88.1K	1	0.02%	New
2731	YCM Yakira Capital Management Westport, Connecticut	$100K	-$1.25M	1	0.02%	Reduced
2732	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$98.8K	+$87.4K	1	0.03%	New
2733	BWA BDO Wealth Advisors Jacksonville, Florida	$97K	-$31.4K	4	0.01%	Reduced
2734	QVR San Francisco, California	$95K	+$84.3K	1	0.01%	New
2735	FA Financial Avengers Oakland, California	$94K	+$82.9K	1	0.08%	New
2736	AA AlphaCentric Advisors San Juan, Puerto Rico	$92K	+$101K	1	0.04%	New
2737	CL CSS LLC Chicago, Illinois	$91K	+$40.1K	1	0%	New
2738	TF TimeScale Financial Danvers, Massachusetts	$91K	+$49.1K	1	0.03%	Increased
2739	AFS Annapolis Financial Services Annapolis, Maryland	$89K	+$78.7K	1	0.03%	New
2740	FIG Fortress Investment Group New York	$88K	$0	1	0%	Maintained
2741	BFG Baron Financial Group Fair Lawn, New Jersey	$86K	-$6.22K	2	0.07%	Reduced
2742	CHAM Clear Harbor Asset Management Stamford, Connecticut	$86K	-$106K	1	0.01%	Reduced
2743	Valmark Advisers Akron, Ohio	$82K	$0	1	0%	Maintained
2744	CB Community Bank Dewitt, New York	$80K	+$38.6K	2	0.01%	Increased
2745	ETI Enterprise Trust & Investment Los Gatos, California	$80K	$0	1	0.04%	Maintained
2746	HS HighVista Strategies Boston, Massachusetts	$80K	+$87.1K	1	0.05%	New
2747	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$80K	+$20.1K	2	0.02%	Increased
2748	TW Transform Wealth Greenwood Village, Colorado	$80K	$0	1	0.02%	Maintained
2749	Bogart Wealth LLC Mclean, Virginia	$79K	+$6.16K	2	0.01%	Increased
2750	SWM Sugarloaf Wealth Management Duluth, Georgia	$79K	+$4.05K	4	0.03%	Increased