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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
3051	LPWM Lake Point Wealth Management Rockwall, Texas	$33K	-$4.9K	6	0.02%	Reduced
3052	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$31K	+$24.6K	2	0.01%	Increased
3053	DI Disciplined Investments Tulsa, Oklahoma	$28K	+$3.78K	4	0.01%	Increased
3054	APW Acima Private Wealth Richmond, Virginia	$26K	$0	1	0.01%	Maintained
3055	CPWM Cypress Point Wealth Management Dallas, Texas	$26K	-$731	2	0.02%	Reduced
3056	FA Financial Advantage Columbia, Maryland	$26K	$0	1	0.02%	Maintained
3057	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$25K	+$5.67K	1	0.01%	Increased
3058	Mesirow Financial Investment Management Chicago, Illinois	$25K	-$28K	1	0.07%	Reduced
3059	SC Steph & Co Marinette, Wisconsin	$25K	$0	1	0.02%	Maintained
3060	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$24K	$0	1	0.02%	Maintained
3061	SFA Semmax Financial Advisors Winston Salem, North Carolina	$24K	$0	1	0.01%	Maintained
3062	WAM Warberg Asset Management Winnetka, Illinois	$23K	-$296K	1	0%	Reduced
3063	CBT CoreFirst Bank & Trust Topeka, Kansas	$20K	$0	1	0.01%	Maintained
3064	IHWM Iron Horse Wealth Management Johston, Iowa	$18K	+$18.3K	1	0.01%	New
3065	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$16K	$0	1	0.02%	Maintained
3066	JMF Johnson Midwest Financial Glidden, Iowa	$15K	+$14.2K	2	0.01%	Increased
3067	First Command Advisory Services Fort Worth, Texas	$13K	+$14.2K	1	0%	New
3068	RTL Red Tortoise LLC Atlanta, Georgia	$13K	+$45.7K	5	0.01%	New
3069	TD Ameritrade Investment Management Omaha, Nebraska	$13K	+$11.4K	2	0%	Increased
3070	UFF USA Financial Formulas Ada, Michigan	$13K	-$1.23M	2	0.01%	Reduced
3071	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$12K	$0	2	0%	Maintained
3072	BC Belmont Capital Los Angeles, California	$12K	+$12.8K	1	0.01%	New
3073	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$12K	+$6.17K	2	0.01%	Increased
3074	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$10K	+$5.11K	2	0.01%	Increased
3075	LS Leelyn Smith Geneva, Illinois	$10K	$0	2	0%	Maintained