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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
2976	PO Private Ocean San Rafael, California	$133K	-$264	2	0.02%	Reduced
2977	Benjamin Edwards Inc Clayton, Missouri	$131K	+$15K	2	0.09%	Increased
2978	PCM Perkins Capital Management Wayzata, Minnesota	$131K	-$1.45M	2	0.07%	Reduced
2979	TLFA True Link Financial Advisors San Francisco, California	$131K	+$6.08K	1	0.02%	Increased
2980	DAC Dividend Assets Capital Ridgeland, South Carolina	$130K	+$3.08K	2	0.03%	Increased
2981	Krane Funds Advisors New York	$130K	+$104K	1	0%	Increased
2982	FI Financial Insights Tacoma, Washington	$122K	+$110K	1	0.1%	New
2983	IWP IAG Wealth Partners Waukesha, Wisconsin	$121K	-$21.1K	1	0.04%	Reduced
2984	PCM Pinz Capital Management New York	$121K	-$3.35M	1	0.04%	Reduced
2985	RA Ramius Advisors New York	$121K	-$500K	1	0.05%	Reduced
2986	LF Lee Financial Dallas, Texas	$120K	-$138K	4	0.03%	Reduced
2987	WP WealthShield Partners Cary, North Carolina	$119K	-$616K	3	0.02%	Reduced
2988	GG Gleason Group Prospect, Kentucky	$118K	$0	2	0.04%	Maintained
2989	Cohen & Steers New York	$117K	+$14K	1	0%	Increased
2990	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$117K	-$127K	1	0.01%	Reduced
2991	AWM Activest Wealth Management Aventure, Florida	$116K	-$230K	5	0.09%	Reduced
2992	LSV Asset Management Chicago, Illinois	$116K	-$1.06M	1	0%	Reduced
2993	RP Rowlandmiller & Partners Atlanta, Georgia	$115K	+$104K	1	0.03%	New
2994	AA AlphaCentric Advisors San Juan, Puerto Rico	$114K	+$16.1K	1	0.03%	Increased
2995	GSC Ground Swell Capital Folly Beach, South Carolina	$114K	+$160K	2	0.54%	New
2996	CFN Cordasco Financial Network Naples, Florida	$112K	$0	2	0.08%	Maintained
2997	SWM Sugarloaf Wealth Management Duluth, Georgia	$112K	+$11.3K	5	0.03%	Increased
2998	QT Quantamental Technologies White Plains, New York	$111K	+$155K	1	0.1%	New
2999	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$110K	+$89.1K	2	0.07%	Increased
3000	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$103K	+$93.8K	1	0.03%	New