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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
3076	CBT CoreFirst Bank & Trust Topeka, Kansas	$22K	$0	1	0.02%	Maintained
3077	PWP Personal Wealth Partners Bloomington, Minnesota	$22K	+$20.5K	1	0.01%	New
3078	CB Community Bank Dewitt, New York	$20K	+$2.05K	2	0%	Increased
3079	MIM Macroview Investment Management Bethesda, Maryland	$17K	+$11.6K	5	0.02%	Increased
3080	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$17K	$0	1	0.01%	Maintained
3081	TD Ameritrade Investment Management Omaha, Nebraska	$16K	-$3.45K	1	0%	Reduced
3082	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$15K	-$62.1K	1	0%	Reduced
3083	IF Ironwood Financial Tucson, Arizona	$14K	-$834K	5	0%	Reduced
3084	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$13K	$0	2	0%	Maintained
3085	LS Leelyn Smith Geneva, Illinois	$11K	-$15.8K	2	0%	Reduced
3086	M1FG Mach-1 Financial Group Rogers, Arkansas	$11K	-$45K	2	0.01%	Reduced
3087	MFA McClarren Financial Advisors State College, Pennsylvania	$11K	+$6.68K	2	0.01%	Increased
3088	PFA Professional Financial Advisors North Platte, Nebraska	$11K	+$2.27K	3	0.01%	Increased
3089	FPW Flagship Private Wealth Woburn, Massachusetts	$10.1K	+$560	3	0.01%	Increased
3090	FWM FFT Wealth Management Philadelphia, Pennsylvania	$10K	+$9.28K	1	0%	New
3091	IRC Investors Research Corp Atlanta, Georgia	$9K	+$9.32K	3	0%	Increased
3092	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$8K	+$4.21K	1	0%	Increased
3093	LWP Laurel Wealth Planning Edina, Minnesota	$8K	+$8.42K	1	0.01%	New
3094	ARIS Advanced Research Investment Solutions Los Angeles, California	$7K	$0	1	0.01%	Maintained
3095	CC Corsicana & Co Corsicana, Texas	$7K	+$6.6K	1	0%	New
3096	NIM NuWave Investment Management Parsippany, New Jersey	$7K	-$566K	1	0.01%	Reduced
3097	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$6K	-$16K	1	0.01%	Reduced
3098	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$6K	+$3.89K	2	0%	Increased
3099	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$5K	$0	1	0%	Maintained
3100	CCC Crescent Capital Consulting New Orleans, Louisiana	$5K	+$2.6K	2	0%	Increased