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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
3151	BAM Bellevue Asset Management Bellevue, Washington	$17.1K	$0	3	0.01%	Maintained
3152	MWM Mascoma Wealth Management Hanover, New Hampshire	$17.1K	$0	2	0%	Maintained
3153	B Birchbrook Bangor, Maine	$15.6K	+$4.23K	2	0.01%	Increased
3154	AIM Access Investment Management Atlanta, Georgia	$15.2K	$0	2	0%	Maintained
3155	SA Scarborough Advisors Annapolis, Maryland	$15.1K	-$1.95K	4	0%	Reduced
3156	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$15K	+$3.73K	5	0%	Increased
3157	IA IFS Advisors Overland Park, Kansas	$14.6K	$0	3	0.01%	Maintained
3158	WBC West Branch Capital Amherst, Massachusetts	$14.4K	-$92.6K	1	0%	Reduced
3159	BFG Beacon Financial Group Dallas, Texas	$14.2K	-$287K	1	0%	Reduced
3160	SWM Sagace Wealth Management St. Petersburg, Florida	$13.8K	+$11.9K	1	0.01%	New
3161	FRA Front Row Advisors Tiburon, California	$13.5K	-$2.81K	3	0%	Reduced
3162	HAP Harbor Asset Planning Belmont, Massachusetts	$12.9K	$0	1	0.01%	Maintained
3163	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$12.8K	$0	1	0.01%	Maintained
3164	LAMC Longview Asset Management (California) San Rafael, California	$12.5K	$0	1	0.01%	Maintained
3165	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$12.3K	+$12.2K	2	0%	New
3166	APM Advanced Portfolio Management New York	$11.9K	+$9.05K	1	0.03%	New
3167	GK Graney & King Latham, New York	$11.9K	-$513	4	0.01%	Reduced
3168	HIA HFM Investment Advisors Glassboro, New Jersey	$11.6K	+$312	5	0%	Increased
3169	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$11.5K	-$12.9K	3	0.01%	Reduced
3170	JSAM J. Safra Asset Management New York	$11.4K	+$11.8K	2	0%	New
3171	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$11.3K	+$85	2	0.01%	Increased
3172	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$11K	+$9.26K	1	0%	New
3173	PS PayPay Securities Tokyo, Japan	$10.7K	+$4.25K	4	0.38%	Increased
3174	DSC Duncker Streett & Co St. Louis, Missouri	$10.6K	+$11.9K	2	0%	Increased
3175	YAL Your Advocates Ltd Houston, Texas	$10.4K	+$10.1K	1	0%	New