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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
2851	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$126K	+$6.85K	2	0.03%	Increased
2852	EWA EQ Wealth Advisors Dallas, Texas	$125K	$0	2	0.09%	Maintained
2853	First Command Advisory Services Fort Worth, Texas	$125K	+$3.25K	2	0%	Increased
2854	SC Schubert & Co Mckinney, Texas	$124K	+$153	1	0.09%	Increased
2855	AA Addison Advisors Middlebury, Vermont	$124K	+$274	4	0.03%	Increased
2856	DWM Dogwood Wealth Management Lenexa, Kansas	$124K	+$39.1K	8	0.06%	Increased
2857	CWM CCG Wealth Management San Diego, California	$123K	+$124K	1	0.06%	New
2858	PWMG Private Wealth Management Group Princeton, New Jersey	$122K	-$2.76K	7	0.04%	Reduced
2859	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$121K	$0	4	0.02%	Maintained
2860	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$120K	$0	1	0.04%	Maintained
2861	EC EntryPoint Capital New York	$119K	+$80.2K	1	0.06%	New
2862	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$118K	+$160K	7	0.05%	New
2863	AG AmeriFlex Group Las Vegas, Nevada	$117K	-$28.2K	4	0.06%	Reduced
2864	GPFA Game Plan Financial Advisors Westlake, Ohio	$117K	+$48.2K	4	0.05%	Increased
2865	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$115K	+$93.3K	5	0.06%	Increased
2866	GC Gould Capital Tacoma, Washington	$115K	$0	3	0.08%	Maintained
2867	RC Rexford Capital Bellaire, Texas	$114K	+$105K	1	0.09%	New
2868	FPF First Pacific Financial Vancouver, Washington	$112K	+$93.2K	1	0.02%	Increased
2869	BFS Burkett Financial Services Rock Hill, South Carolina	$111K	$0	3	0.04%	Maintained
2870	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$111K	-$53.8K	2	0.07%	Reduced
2871	BI Binnacle Investments Urbandale, Iowa	$110K	+$59.8K	5	0.07%	Increased
2872	HWP Highline Wealth Partners Sherman Oaks, California	$110K	+$2.52K	6	0.03%	Increased
2873	FMP Financial Management Professionals Austin, Texas	$109K	+$11.4K	9	0.01%	Increased
2874	WBC West Branch Capital Amherst, Massachusetts	$108K	+$51.2K	2	0.03%	Increased
2875	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$108K	$0	1	0.06%	Maintained