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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	MFA McClarren Financial Advisors State College, Pennsylvania	$4K	$0	3	0%	Maintained
3102	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$3K	+$3.08K	1	0%	New
3103	DCM Davidson Capital Management Corpus Christi, Texas	$3K	-$889K	1	0%	Reduced
3104	LPP Life Planning Partners Jacksonville, Florida	$3K	$0	1	0%	Maintained
3105	YAL Your Advocates Ltd Houston, Texas	$3K	$0	1	0%	Maintained
3106	BWS BCR Wealth Strategies Vestavia, Alabama	$2K	$0	2	0%	Maintained
3107	EW Element Wealth Ridgeland, Mississippi	$2K	+$609	1	0%	Increased
3108	HCM Hengehold Capital Management Cincinnati, Ohio	$2K	-$207K	1	0%	Reduced
3109	LIM Longfellow Investment Management Boston, Massachusetts	$2K	$0	1	0%	Maintained
3110	RCG Rock Creek Group Washington, District of Columbia	$2K	-$78.4K	1	0%	Reduced
3111	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$1K	-$7.21K	1	0%	Reduced
3112	First Command Advisory Services Fort Worth, Texas	$1K	+$1.06K	1	0%	New
3113	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$1K	+$1.37K	1	0%	New
3114	HH HWG Holdings Houston, Texas	$1K	+$932	1	0%	New
3115	LOIM Liberty One Investment Management Libertyville, Illinois	$1K	+$1.09K	1	0%	New
3116	SJIM St. Johns Investment Management Jacksonville, Florida	$1K	-$8K	1	0%	Reduced
3117	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$1K	-$470K	1	0%	Reduced
3118	1WCM 12 West Capital Management New York	$0	-$42M	0	–	Closed
3119	1WM 1900 Wealth Management San Antonio, Texas	$0	-$349K	0	–	Closed
3120	4WM 4J Wealth Management Alexandria, Virginia	$0	-$234K	0	–	Closed
3121	AHB Abner Herrman & Brock Jersey City, New Jersey	$0	-$25.8M	0	–	Closed
3122	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$647	0	–	Closed
3123	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$228K	0	–	Closed
3124	ATC Adirondack Trust Company Saratoga Springs, New York	$0	$0	1	0%	Maintained
3125	AEGON Asset Management (UK) Edinburgh, United Kingdom	$0	-$24.4M	0	–	Closed