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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
2876	HC Hamilton Capital Columbus, Ohio	$238K	+$260K	1	0.02%	New
2877	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$238K	+$260K	1	0.13%	New
2878	Annex Advisory Services Brookfield, Wisconsin	$237K	-$27.5K	1	0.02%	Reduced
2879	LGA Lebenthal Global Advisors Hauppauge, New York	$237K	-$239K	1	0.15%	Reduced
2880	SEP Southland Equity Partners Wildwood, Missouri	$236K	+$219K	1	0.11%	New
2881	Benjamin Edwards Inc Clayton, Missouri	$234K	+$120K	4	0.14%	Increased
2882	FCCM First City Capital Management Savannah, Georgia	$233K	+$14.8K	1	0.13%	Increased
2883	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$232K	$0	1	0.02%	Maintained
2884	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$230K	+$103K	4	0.11%	Increased
2885	EPM Equitec Proprietary Markets Chicago, Illinois	$230K	-$1.14M	3	0.04%	Reduced
2886	ODFS O'Donnell Financial Services San Rafael, California	$230K	+$250K	1	0.11%	New
2887	OIA Optimum Investment Advisors Chicago, Illinois	$230K	-$93.4K	3	0.1%	Reduced
2888	AA AlphaCentric Advisors San Juan, Puerto Rico	$229K	+$118K	1	0.06%	Increased
2889	NC NinePointTwo Capital Los Angeles, California	$229K	$0	1	0.09%	Maintained
2890	FA Financial Advisors Andover, Massachusetts	$228K	$0	1	0.08%	Maintained
2891	POIA Pin Oak Investment Advisors Houston, Texas	$227K	+$67.9K	2	0.25%	Increased
2892	WA Wealth Advisors Rancho Santa Fe, California	$227K	+$36.9K	1	0.09%	Increased
2893	HCM Hilton Capital Management Garden City, New York	$226K	$0	1	0.02%	Maintained
2894	NWA Navis Wealth Advisors Rye Brook, New York	$226K	$0	1	0.16%	Maintained
2895	VWM Venturi Wealth Management Austin, Texas	$226K	+$25K	1	0.02%	Increased
2896	FRA Frank Rimerman Advisors Palo Alto, California	$224K	-$1.16M	1	0.09%	Reduced
2897	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$223K	+$2.27K	1	0.09%	Increased
2898	SF Symphony Financial Houston, Texas	$222K	-$76.3K	1	0.08%	Reduced
2899	CA CGN Advisors Manhattan, Kansas	$221K	-$14.8K	1	0.07%	Reduced
2900	JWM Janiczek Wealth Management Denver, Colorado	$220K	+$32.2K	8	0.08%	Increased