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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
2926	WIM Westside Investment Management Santa Monica, California	$3.01K	+$278K	4	0.01%	Increased
2927	CIA CSat Investment Advisory Detroit, Michigan	$3K	+$505	1	0%	Increased
2928	SJIM St. Johns Investment Management Jacksonville, Florida	$3K	-$35.7K	1	0%	Reduced
2929	CCC Crescent Capital Consulting New Orleans, Louisiana	$2K	$0	1	0%	Maintained
2930	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$2K	$0	1	0%	Maintained
2931	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$2K	+$2.02K	1	0%	New
2932	ATC Adirondack Trust Company Saratoga Springs, New York	$1K	+$354	1	0%	New
2933	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$1K	+$1.26K	1	0%	New
2934	6CM 683 Capital Management New York	$0	-$1.07M	0	–	Closed
2935	AWM AAF Wealth Management Westborough, Massachusetts	$0	-$354K	0	–	Closed
2936	AAA Affinity Asset Advisors New York	$0	-$2.04M	0	–	Closed
2937	AFS Amtrust Financial Services New York	$0	-$1.64M	0	–	Closed
2938	AI Aperture Investors New York	$0	-$2.33M	0	–	Closed
2939	ACA Apis Capital Advisors New York	$0	-$1.49M	0	–	Closed
2940	AAM Arabesque Asset Management London, United Kingdom	$0	-$1.51M	0	–	Closed
2941	AC Avory & Company Miami, Florida	$0	-$10.5M	0	–	Closed
2942	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$5.94M	0	–	Closed
2943	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$0	-$149K	0	–	Closed
2944	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$0	-$285K	0	–	Closed
2945	BMC Benin Management Corp Wilton, Connecticut	$0	-$400K	0	–	Closed
2946	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$0	-$464K	0	–	Closed
2947	BCP Berylson Capital Partners Boston, Massachusetts	$0	-$6.26M	0	–	Closed
2948	BCM BHZ Capital Management San Jose, California	$0	-$2.75M	0	–	Closed
2949	BWM Birchcreek Wealth Management Miami Township, Ohio	$0	-$20K	0	–	Closed
2950	BAWC Black-and-white Capital Los Angeles, California	$0	-$5.08M	0	–	Closed