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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	RTC Riverview Trust Company Vancouver, Washington	$17.5K	-$88.7K	2	0.02%	Reduced
3052	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$17.5K	-$29.4K	4	0.01%	Reduced
3053	PWA Principia Wealth Advisory Dallas, Texas	$17.1K	+$5.26K	6	0.01%	Increased
3054	MTC Matrix Trust Company Denver, Colorado	$17K	+$10.8K	1	0%	New
3055	BAM Bellevue Asset Management Bellevue, Washington	$16.1K	$0	3	0.01%	Maintained
3056	PP PrairieView Partners St. Paul, Minnesota	$16K	-$2.19K	4	0%	Reduced
3057	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$15.8K	$0	1	0.02%	Maintained
3058	IRAG Investment Research & Advisory Group Atlanta, Georgia	$15.6K	$0	2	0.01%	Maintained
3059	AIM Access Investment Management Atlanta, Georgia	$15.5K	+$13.8K	2	0%	New
3060	IWM IMG Wealth Management Jacksonville, Florida	$15.3K	-$114K	6	0.01%	Reduced
3061	IA IFS Advisors Overland Park, Kansas	$15.1K	$0	3	0.01%	Maintained
3062	RF Roxbury Financial Mount Arlington, New Jersey	$15.1K	+$7.69K	2	0.01%	Increased
3063	SNB Security National Bank Omaha, Nebraska	$14.9K	$0	1	0%	Maintained
3064	Fuller & Thaler Asset Management San Mateo, California	$14.2K	$0	1	0%	Maintained
3065	CVM Cheviot Value Management Beverly Hills, California	$14.1K	-$5.11K	5	0%	Reduced
3066	LAMC Longview Asset Management (California) San Rafael, California	$13.9K	$0	1	0.01%	Maintained
3067	BFPW BOK Financial Private Wealth Denver, Colorado	$13.2K	$0	1	0%	Maintained
3068	BFS Bare Financial Services Gap, Pennsylvania	$13.1K	+$6.25K	6	0%	Increased
3069	FS Financially Speaking Greenwood Village, Colorado	$13K	$0	2	0.01%	Maintained
3070	GK Graney & King Latham, New York	$12.9K	$0	5	0.01%	Maintained
3071	PWM Parkworth Wealth Management Los Gatos, California	$12K	+$2.87K	9	0.01%	Increased
3072	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$12K	$0	1	0%	Maintained
3073	ACM ADAR1 Capital Management Austin, Texas	$11.9K	-$25.9K	1	0%	Reduced
3074	GWP Gen-Wealth Partners Zeeland, Michigan	$11.8K	+$5.08K	5	0%	Increased
3075	AWMNY Arcadia Wealth Management (New York) Smithtown, New York	$11.4K	$0	1	0.01%	Maintained