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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	BA Bard Associates Chicago, Illinois	$108K	-$8.21K	1	0.03%	Reduced
2877	FFO Fortitude Family Office Scottsdale, Arizona	$107K	-$81.4K	16	0.04%	Reduced
2878	T Transce3nd Kyle, Texas	$106K	-$38.8K	14	0.04%	Reduced
2879	TCM Tradewinds Capital Management Bellingham, Washington	$106K	-$43.5K	11	0.03%	Reduced
2880	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$105K	+$28.2K	4	0.08%	Increased
2881	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$105K	$0	1	0.06%	Maintained
2882	FWM FSA Wealth Management Needham, Massachusetts	$103K	$0	1	0.04%	Maintained
2883	DAM DLD Asset Management New York	$102K	+$103K	1	0.01%	New
2884	AP Atwood & Palmer Kansas City, Missouri	$101K	-$17.1M	2	0.01%	Reduced
2885	CNBT Cornerstone National Bank & Trust Palatine, Illinois	$99.4K	+$12.8K	2	0.04%	Increased
2886	IF Intrua Financial Houston, Texas	$99.1K	$0	1	0.01%	Maintained
2887	DI DAGCO Inc Westlake, Ohio	$98.8K	-$4.08K	2	0.03%	Reduced
2888	SO Sierra Ocean Ripon, California	$98.5K	+$25.7K	7	0.07%	Increased
2889	RWM Raffa Wealth Management Washington, District of Columbia	$98.3K	+$4.55K	5	0.02%	Increased
2890	TCM TD Capital Management Memphis, Tennessee	$98.2K	+$51.2K	8	0.01%	Increased
2891	BTC Bank & Trust Company Litchfield, Illinois	$98K	$0	1	0.08%	Maintained
2892	BCM Berbice Capital Management Melville, New York	$97.9K	+$7.74K	3	0.07%	Increased
2893	W WealthCollab Bellevue, Washington	$96.6K	$0	6	0.05%	Maintained
2894	KG Kilter Group Rhinebeck, New York	$96.2K	-$189K	11	0.04%	Reduced
2895	PCTC Perkins Coie Trust Company Seattle, Washington	$95.1K	$0	2	0.02%	Maintained
2896	PB Pinnacle Bancorp Beatrice, Nebraska	$93.6K	+$8.42K	2	0.03%	Increased
2897	DFA DHJJ Financial Advisors Naperville, Illinois	$93.1K	+$59.4K	6	0.03%	Increased
2898	ATC Advantage Trust Company Salina, Kansas	$92.7K	+$73.3K	1	0.05%	New
2899	NWM Nova Wealth Management Bonita Springs, Florida	$92.7K	-$4.28K	6	0.07%	Reduced
2900	TFM TFC Financial Management Boston, Massachusetts	$92.6K	-$7.87K	7	0.01%	Reduced