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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	MAM Morse Asset Management Darien, Connecticut	$627	$0	1	0%	Maintained
3052	MAM Marquette Asset Management Minneapolis, Minnesota	$497	$0	1	0%	Maintained
3053	OW Olistico Wealth Tulsa, Oklahoma	$447	-$8.91K	2	0%	Reduced
3054	BFO Biltmore Family Office Charlotte, North Carolina	$432	$0	1	0%	Maintained
3055	TVWM Tower View Wealth Management Shorewood, Wisconsin	$425	+$410	1	0%	New
3056	PMIM Prudent Man Investment Management Louisville, Colorado	$340	+$328	1	0%	New
3057	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$256	+$82	2	0%	Increased
3058	ACP Acuta Capital Partners Redwood City, California	$0	-$310K	0	–	Closed
3059	APM Advanced Portfolio Management New York	$0	-$3.51M	0	–	Closed
3060	Advisory Alpha Holland, Michigan	$0	-$4.01K	0	–	Closed
3061	AR Advisory Research Chicago, Illinois	$0	-$337K	0	–	Closed
3062	AFS AFG Fiduciary Services Hingham, Massachusetts	$0	-$77.4K	0	–	Closed
3063	AGUR Provident & Training Funds Management Tel Aviv, Israel	$0	-$1.6M	0	–	Closed
3064	ABLA Alan B. Lancz & Associates Toledo, Ohio	$0	-$296K	0	–	Closed
3065	ACM AlphaStar Capital Management Cornelius, North Carolina	$0	-$3.56M	0	–	Closed
3066	AIM Arcadia Investment Management Kalamazoo, Michigan	$0	-$9.75K	0	–	Closed
3067	AI ArchPoint Investors Coral Gables, Florida	$0	-$2.33M	0	–	Closed
3068	Aspiriant LLC Los Angeles, California	$0	-$985K	0	–	Closed
3069	AMC Atlas Merchant Capital New York	$0	-$5.42M	0	–	Closed
3070	ACP Aveo Capital Partners Englewood, Colorado	$0	-$800K	0	–	Closed
3071	AAM Azzad Asset Management Falls Church, Virginia	$0	-$232K	0	–	Closed
3072	BOM Bank of Marin Novato, California	$0	-$332K	0	–	Closed
3073	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$0	-$358K	0	–	Closed
3074	BRG Bay Rivers Group Williamsburg, Virginia	$0	-$477K	0	–	Closed
3075	BAM Bayshore Asset Management Coral Gables, Florida	$0	-$3.01K	0	–	Closed