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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
2751	CTA Colonial Trust Advisors Spartanburg, South Carolina	$101K	-$81.9K	7	0.01%	Reduced
2752	OPA Old Port Advisors Portland, Maine	$100K	+$82.8K	1	0.03%	New
2753	GC Gould Capital Tacoma, Washington	$100K	-$12.7K	3	0.07%	Reduced
2754	MCM Mainstream Capital Management Los Angeles, California	$100K	+$93.7K	5	0.07%	New
2755	SC Steph & Co Marinette, Wisconsin	$98.4K	+$83.1K	2	0.03%	Increased
2756	DP Denver PWM Denver, Colorado	$97.7K	+$74.7K	3	0.04%	Increased
2757	PCFFS Pacific Center for Financial Services San Ramon, California	$97.4K	+$98.8K	4	0.03%	Increased
2758	BDL Banque de Luxembourg Luxembourg	$96.6K	+$94.8K	1	0.05%	New
2759	FMP Financial Management Professionals Austin, Texas	$96K	-$22.2K	8	0.01%	Reduced
2760	FGC Financial Gravity Companies Lakeway, Texas	$95.7K	+$74.3K	2	0.02%	Increased
2761	PMFA Plante Moran Financial Advisors Southfield, Michigan	$95.5K	+$8.73K	6	0.01%	Increased
2762	TFM TFC Financial Management Boston, Massachusetts	$94.8K	-$4.82K	8	0.02%	Reduced
2763	CNBT Cornerstone National Bank & Trust Palatine, Illinois	$94.7K	$0	1	0.04%	Maintained
2764	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$94.4K	+$93K	1	0.06%	New
2765	CIA Cape Investment Advisory Mcdonough, Georgia	$94.3K	-$9.43K	4	0.04%	Reduced
2766	OFG Oxford Financial Group Carmel, Indiana	$94K	$0	1	0.01%	Maintained
2767	IWA Inspirion Wealth Advisors Libertyville, Illinois	$92.9K	$0	1	0.01%	Maintained
2768	HFM Hartford Financial Management Hartford, Connecticut	$92.9K	-$2.52K	3	0.02%	Reduced
2769	SIM Seaview Investment Managers Miami, Florida	$92.1K	$0	1	0.03%	Maintained
2770	WA Whipplewood Advisors Littleton, Colorado	$92K	+$89.8K	6	0.05%	New
2771	W WealthCollab Bellevue, Washington	$91.1K	+$2.56K	6	0.06%	Increased
2772	WCM Westend Capital Management Sausalito, California	$87.7K	-$10.1M	1	0.03%	Reduced
2773	WCM WealthTrak Capital Management Virginia Beach, Virginia	$86.2K	+$87.6K	7	0.07%	New
2774	BFS Burkett Financial Services Rock Hill, South Carolina	$85.2K	+$75.2K	3	0.03%	Increased
2775	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$85K	$0	1	0.03%	Maintained