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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
3176	ACM Antonetti Capital Management Naples, Florida	$88K	+$27K	2	0.07%	Increased
3177	HNWAG High Net Worth Advisory Group Naples, Florida	$87K	+$100K	6	0.03%	New
3178	KPWG KFA Private Wealth Group Tysons, Virginia	$87K	+$125K	1	0.04%	New
3179	KFS Kelly Financial Services Braintree, Massachusetts	$85K	+$29.6K	7	0.04%	Increased
3180	PP PrairieView Partners St. Paul, Minnesota	$84K	+$5.49K	5	0.01%	Increased
3181	TLFA True Link Financial Advisors San Francisco, California	$84K	$0	1	0.01%	Maintained
3182	Altshuler Shaham Tel Aviv, Israel	$83K	-$68K	2	0%	Reduced
3183	Thompson Siegel & Walmsley Richmond, Virginia	$83K	-$24K	1	0%	Reduced
3184	GG Gleason Group Prospect, Kentucky	$82K	+$5.26K	3	0.03%	Increased
3185	JWM Janiczek Wealth Management Denver, Colorado	$82K	-$102K	8	0.02%	Reduced
3186	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$80K	+$96.6K	4	0.05%	New
3187	SA SRH Advisors Salina, Kansas	$80K	$0	3	0.09%	Maintained
3188	IWP IAG Wealth Partners Waukesha, Wisconsin	$78K	-$12K	1	0.03%	Reduced
3189	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$75K	+$49.6K	1	0.01%	Increased
3190	Homestead Advisers Arlington, Virginia	$75K	+$24.1K	1	0%	Increased
3191	LSV Asset Management Chicago, Illinois	$75K	$0	1	0%	Maintained
3192	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$74K	+$30.3K	2	0.04%	Increased
3193	PWC PYA Waltman Capital Knoxville, Tennessee	$74K	+$86.7K	3	0.04%	New
3194	MWM Mascoma Wealth Management Hanover, New Hampshire	$72K	+$38.7K	1	0.02%	Increased
3195	Cohen & Steers New York	$71K	+$41K	2	0%	Increased
3196	CFN Cordasco Financial Network Naples, Florida	$70K	-$2.8K	4	0.04%	Reduced
3197	HFS Horizon Financial Services Winston Salem, North Carolina	$67.2K	+$66.1K	2	0.04%	Increased
3198	ST Sphinx Trading Chicago, Illinois	$65K	$0	1	0.07%	Maintained
3199	ONST Old North State Trust Greensboro, North Carolina	$63K	-$3K	1	0.05%	Reduced
3200	VRM Vectors Research Management New York	$62K	+$41K	2	0.01%	Increased