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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	SFA Source Financial Advisors New York	$208K	+$189K	1	0.05%	New
2927	ACWM Adams Chetwood Wealth Management Durham, North Carolina	$207K	+$188K	1	0.15%	New
2928	BJ Brouwer & Janachowski Mill Valley, California	$207K	+$197K	1	0.04%	New
2929	RB Renasant Bank Tupelo, Mississippi	$207K	+$188K	1	0.16%	New
2930	SN Sittner & Nelson Eugene, Oregon	$206K	+$26.2K	2	0.15%	Increased
2931	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$205K	-$111K	1	0.14%	Reduced
2932	WOC West Oak Capital Westlake Village, California	$205K	-$41.5K	2	0.08%	Reduced
2933	EE EWG Elevate Roseville, California	$204K	+$196K	1	0.08%	New
2934	HFM Hartford Financial Management Hartford, Connecticut	$204K	+$7.79K	4	0.05%	Increased
2935	HI Hendershot Investments Centreville, Virginia	$204K	+$185K	1	0.04%	New
2936	QTM qPULA Trading Management New York	$204K	+$185K	1	0.37%	New
2937	WIC Water Island Capital New York	$202K	+$54.5K	1	0.01%	Increased
2938	Klingman & Associates New York	$201K	+$182K	1	0.02%	New
2939	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$201K	$0	3	0.07%	Maintained
2940	PCMC Private Capital Management (Colorado) Denver, Colorado	$201K	+$182K	1	0.09%	New
2941	BA Bellwether Advisors Lincoln, Nebraska	$198K	$0	3	0.07%	Maintained
2942	Magellan Asset Management Sydney, Australia	$198K	$0	1	0%	Maintained
2943	OMERS Administration Corp Toronto, Ontario, Canada	$197K	+$197K	1	0%	New
2944	TLCM Twin Lakes Capital Management Redwood Shores, California	$195K	$0	1	0.11%	Maintained
2945	VEA Virtus ETF Advisers New York	$194K	-$114K	1	0.08%	Reduced
2946	KFI Key Financial Inc West Chester, Pennsylvania	$190K	+$5.7K	4	0.11%	Increased
2947	Cornerstone Investment Partners Atlanta, Georgia	$188K	$0	1	0.01%	Maintained
2948	POIA Pin Oak Investment Advisors Houston, Texas	$182K	-$155K	2	0.19%	Reduced
2949	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$180K	$0	2	0.21%	Maintained
2950	Hillsdale Investment Management Toronto, Ontario, Canada	$177K	-$23.8K	2	0.01%	Reduced