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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
3201	SHM Sagard Holdings Management Toronto, Ontario, Canada	$6.77K	$0	1	0.03%	Maintained
3202	American National Bank & Trust Wichita Falls, Texas	$6.75K	-$38.6K	1	0%	Reduced
3203	WestEnd Advisors Charlotte, North Carolina	$6.61K	+$2.86K	4	0%	Increased
3204	ACM Anfield Capital Management Irvine, California	$6.57K	+$1.56K	2	0%	Increased
3205	MIM Manitou Investment Management Toronto, Ontario, Canada	$6.15K	+$6.24K	2	0%	New
3206	WealthShield Partners Cary, North Carolina	$5.68K	$0	1	0%	Maintained
3207	CWP Clark Wealth Partners O'fallon, Illinois	$5.65K	+$8.46K	1	0%	Increased
3208	Crédit Industriel et Commercial Paris France, France	$5.64K	-$761K	1	0%	Reduced
3209	RF Robbins Farley Bedford, New Hampshire	$5.53K	$0	3	0%	Maintained
3210	IA Icon Advisers Greenwood Village, Colorado	$5.36K	$0	1	0%	Maintained
3211	ICM Islay Capital Management Lubbock, Texas	$5.29K	+$121	2	0%	Increased
3212	DF DecisionPoint Financial Mesa, Arizona	$4.77K	$0	6	0%	Maintained
3213	PWM Proathlete Wealth Management Boca Raton, Florida	$4.75K	+$1.13K	4	0%	Increased
3214	MIM Macroview Investment Management Bethesda, Maryland	$4.4K	+$4.71K	1	0%	New
3215	UCB United Community Bank Greenville, South Carolina	$4.3K	-$32.9K	2	0%	Reduced
3216	LWA Lowe Wealth Advisors Columbia, Maryland	$4.22K	$0	1	0%	Maintained
3217	SA Seneschal Advisors Tacoma, Washington	$4.18K	+$3.67K	5	0%	New
3218	Performa Ltd (US) Charleston, South Carolina	$4.16K	$0	1	0%	Maintained
3219	WW Winnow Wealth Waco, Texas	$4.11K	-$17K	3	0%	Reduced
3220	CB Centennial Bank Conway, Arkansas	$4.02K	$0	1	0%	Maintained
3221	RF Roxbury Financial Mount Arlington, New Jersey	$3.98K	-$12.2K	1	0%	Reduced
3222	IMA Advisory Services Denver, Colorado	$3.83K	+$1.33K	4	0%	Increased
3223	1NWS 1 North Wealth Services Annapolis, Maryland	$3.76K	$0	1	0%	Maintained
3224	WAM WFA Asset Management Whitefish Bay, Wisconsin	$3.49K	$0	1	0%	Maintained
3225	BIM Breakwater Investment Management Seattle, Washington	$3.47K	+$2.2K	4	0%	New