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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
2776	OIM Orca Investment Management Roseburg, Oregon	$310K	$0	1	0.28%	Maintained
2777	CHAM Clear Harbor Asset Management Stamford, Connecticut	$309K	-$23.9K	2	0.04%	Reduced
2778	HF Halpern Financial Ashburn, Virginia	$309K	+$47.3K	2	0.15%	Increased
2779	HI Human Investing Lake Oswego, Oregon	$308K	-$43K	1	0.08%	Reduced
2780	MAM Marquette Asset Management Minneapolis, Minnesota	$308K	+$519	2	0.07%	Increased
2781	QCM Quest Capital Management Dallas, Texas	$308K	+$35.7K	1	0.06%	Increased
2782	P Palladiem Bryn Mawr, Pennsylvania	$307K	$0	1	0.25%	Maintained
2783	RF Rollins Financial Atlanta, Georgia	$307K	+$292K	1	0.11%	New
2784	DBT Dubuque Bank & Trust Dubuque, Iowa	$306K	-$38K	1	0.03%	Reduced
2785	OWA Opal Wealth Advisors Jericho, New York	$305K	-$6.08K	1	0.28%	Reduced
2786	Needham Investment Management New York	$304K	+$312K	1	0.04%	New
2787	Apella Capital West Hartford, Connecticut	$303K	+$275K	1	0.05%	New
2788	CGH CMG Global Holdings Plano, Texas	$303K	$0	1	0.23%	Maintained
2789	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$300K	$0	1	0.03%	Maintained
2790	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$300K	+$7.66K	1	0.16%	Increased
2791	MAG Mayfair Advisory Group Birmingham, Alabama	$300K	$0	1	0.48%	Maintained
2792	LC Lunia Capital Dallas, Texas	$298K	+$270K	1	9.17%	New
2793	PWM Peterson Wealth Management Sparks, Nevada	$298K	+$270K	1	0.23%	New
2794	GP Girard Partners King Of Prussia, Pennsylvania	$297K	-$46.4K	1	0.04%	Reduced
2795	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$297K	-$3.7K	1	0.12%	Reduced
2796	DAM Delta Asset Management Memphis, Tennessee	$296K	+$1.32K	2	0.03%	Increased
2797	AWC Abundance Wealth Counselors State College, Pennsylvania	$295K	-$169K	1	0.08%	Reduced
2798	Annex Advisory Services Brookfield, Wisconsin	$294K	+$792	1	0.02%	Increased
2799	ACG Allen Capital Group Grand Island, Nebraska	$293K	$0	1	0.06%	Maintained
2800	COF Capital One Financial Mclean, Virginia	$293K	+$266K	1	0.04%	New