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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
3101	CRI Commonwealth Retirement Investments Richmond, Virginia	$1.54K	+$1.89K	2	0%	New
3102	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$1.46K	+$1.8K	1	0%	New
3103	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.46K	-$1.03M	1	0%	Reduced
3104	DA Detalus Advisors St. Louis, Missouri	$1.41K	+$1.69K	1	0%	New
3105	PCM Parsons Capital Management Providence, Rhode Island	$1.41K	+$1.69K	1	0%	New
3106	CIAS CBIZ Investment Advisory Services Independence, Ohio	$1.32K	$0	3	0%	Maintained
3107	KB Kimelman & Baird New York	$1.32K	$0	1	0%	Maintained
3108	RCM Ravenstone Capital Management Toronto,	$1.31K	+$1.34K	1	0%	New
3109	Vanguard Advisers Inc Malvern, Pennsylvania	$1.3K	+$649	1	0%	Increased
3110	BA Blueline Advisors Exeter, New Hampshire	$1.28K	$0	1	0%	Maintained
3111	FVIM Fort Vancouver Investment Management Vancouver, Washington	$1.24K	$0	3	0%	Maintained
3112	AF Alerus Financial Grand Forks, North Dakota	$1.23K	-$16.3K	1	0%	Reduced
3113	ELM Elite Life Management Sarasota, Florida	$1.2K	+$1.69K	1	0%	New
3114	YAL Your Advocates Ltd Houston, Texas	$1.17K	$0	1	0%	Maintained
3115	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$1.17K	$0	1	0%	Maintained
3116	TVWM Tower View Wealth Management Shorewood, Wisconsin	$1.15K	+$1.19K	1	0%	New
3117	FAI Fiduciary Advisors Inc St. Louis, Missouri	$1.12K	+$1.18K	1	0%	New
3118	LIA Luken Investment Analytics Brentwood, Tennessee	$1.08K	$0	1	0%	Maintained
3119	MCA Maryland Capital Advisors Chester, Maryland	$1.06K	+$1K	9	0%	New
3120	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$1.05K	+$1.14K	2	0%	New
3121	WBWA William B. Walkup & Associates Columbia, South Carolina	$1.02K	$0	1	0%	Maintained
3122	CFG CKW Financial Group Honolulu, Hawaii	$1K	$0	2	0%	Maintained
3123	NWM Navigoe Wealth Management Redondo Beach, California	$1K	+$3.31K	8	0%	New
3124	WCM Winthrop Capital Management Carmel, Indiana	$1K	$0	1	0%	Maintained
3125	DCM Davidson Capital Management Corpus Christi, Texas	$987	+$942	1	0%	New