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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
2951	KIG Kessler Investment Group Columbus, Indiana	$13.1K	$0	1	0.01%	Maintained
2952	BCM Berbice Capital Management Melville, New York	$13K	+$13.5K	1	0.01%	New
2953	B Birchbrook Bangor, Maine	$13K	$0	1	0.01%	Maintained
2954	IA IFS Advisors Overland Park, Kansas	$12.5K	$0	2	0.01%	Maintained
2955	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$11.7K	$0	1	0%	Maintained
2956	AWAG ARS Wealth Advisors Group St. Petersburg, Florida	$11.7K	+$13K	1	0%	New
2957	EFP EnRich Financial Partners Madison, Wisconsin	$11.5K	$0	2	0%	Maintained
2958	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$11.1K	+$10.8K	2	0.01%	New
2959	EWM Evermay Wealth Management Arlington, Virginia	$11K	-$96.4K	3	0%	Reduced
2960	EFMH E Fund Management (HK) Central, Hong Kong	$11K	+$10.1K	2	0.01%	Increased
2961	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$10.9K	$0	1	0%	Maintained
2962	NCM Northwest Capital Management Lake Oswego, Oregon	$10.6K	$0	1	0%	Maintained
2963	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$10.5K	-$15	1	0%	Reduced
2964	GWM GK Wealth Management Reno, Nevada	$10.3K	+$11.3K	1	0.01%	New
2965	CPA Compass Planning Associates Greenfield, Massachusetts	$10K	+$10.4K	2	0.01%	New
2966	RBC Roble Belko & Company Sewickley, Pennsylvania	$10K	+$3.01K	4	0%	Increased
2967	GP Greenline Partners New York	$9.99K	-$1.11M	1	0%	Reduced
2968	FA Financial Avengers Oakland, California	$9.81K	$0	1	0%	Maintained
2969	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$9.71K	$0	2	0.01%	Maintained
2970	FS Financially Speaking Greenwood Village, Colorado	$9.54K	+$9.73K	2	0.01%	New
2971	Hillsdale Investment Management Toronto, Ontario, Canada	$9.5K	-$828K	1	0%	Reduced
2972	LFA LGT Financial Advisors Dallas, Texas	$9.43K	+$11.4K	1	0.02%	New
2973	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$9.39K	$0	1	0.01%	Maintained
2974	PWM Parkworth Wealth Management Los Gatos, California	$9.19K	+$11.4K	8	0.01%	New
2975	FMN Financial Management Network Mission Viejo, California	$8.81K	-$385	1	0%	Reduced