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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	PK Pflug Koory Omaha, Nebraska	$10.2K	+$5.32K	2	0%	Increased
3177	T Transce3nd Kyle, Texas	$10K	-$92.9K	2	0.09%	Reduced
3178	RFS Richardson Financial Services Medway, Massachusetts	$9.99K	+$1.76K	1	0.01%	Increased
3179	PSFG Park Square Financial Group Roswell, Georgia	$9.59K	-$1.05M	1	0.04%	Reduced
3180	IWM IMG Wealth Management Jacksonville, Florida	$9.44K	-$5.3K	5	0.01%	Reduced
3181	RA Ransom Advisory Providence, Rhode Island	$9.11K	+$701	2	0%	Increased
3182	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$8.89K	-$14.7K	2	0%	Reduced
3183	GWS Greykasell Wealth Strategies Danville, California	$8.85K	+$1.64K	2	0%	Increased
3184	CFG Clayton Financial Group St. Louis, Missouri	$8.61K	+$9.04K	3	0.01%	New
3185	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$8.58K	$0	1	0%	Maintained
3186	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$8.48K	$0	2	0.01%	Maintained
3187	NCM Northwest Capital Management Lake Oswego, Oregon	$8.31K	$0	1	0.01%	Maintained
3188	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$8.25K	$0	1	0%	Maintained
3189	BMC Bear Mountain Capital Seattle, Washington	$8.21K	+$8.05K	2	0%	New
3190	Heritage Wealth Advisors Richmond, Virginia	$8.16K	-$898K	3	0%	Reduced
3191	NWM Navigoe Wealth Management Redondo Beach, California	$8K	+$8.82K	1	0.01%	New
3192	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$7.8K	-$2.77K	1	0%	Reduced
3193	ATC Adirondack Trust Company Saratoga Springs, New York	$7.71K	+$5.76K	3	0%	Increased
3194	FWWM Fiscal Wisdom Wealth Management Canton, Connecticut	$7.7K	+$14.3K	1	0.01%	New
3195	CAIM Catherine Avery Investment Management Longboat Key, Florida	$7.57K	+$8.46K	3	0%	New
3196	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$7.51K	-$7.05K	1	0.01%	Reduced
3197	WCM Westend Capital Management Sausalito, California	$7.2K	+$5.02K	2	0%	Increased
3198	BCWM Ball & Co Wealth Management Franklin, Tennessee	$7K	$0	1	0%	Maintained
3199	LCS Levin Capital Strategies New York	$6.96K	+$5.08K	1	0%	New
3200	1M 1248 Management Kansas City, Missouri	$6.88K	$0	1	0%	Maintained