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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
626	HI Hudock Inc Williamsport, Pennsylvania	$6K	+$6.02K	1	0%	New
627	CFSG Community Financial Services Group Newport, Vermont	$5K	+$4.35K	1	0%	New
628	ACS Archford Capital Strategies Swansea, Illinois	$4.67K	$0	1	0%	Maintained
629	KT Kanaly Trust Houston, Texas	$4K	+$940	1	0%	Increased
630	MIM Macroview Investment Management Bethesda, Maryland	$4K	+$4.12K	1	0%	New
631	WA WealthTrust-Arizona Scottsdale, Arizona	$4K	+$3.76K	1	0%	New
632	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$4K	$0	1	0%	Maintained
633	Bessemer Group Woodbridge, New Jersey	$3K	-$55.6K	1	0%	Reduced
634	FAM Formidable Asset Management Cincinnati, Ohio	$3K	$0	1	0%	Maintained
635	GWM Gupta Wealth Management San Diego, California	$3K	+$3K	2	0%	New
636	LWA Lenox Wealth Advisors New York	$3K	$0	1	0%	Maintained
637	VNA Valley National Advisers Bethlehem, Pennsylvania	$3K	$0	1	0%	Maintained
638	WAS Winch Advisory Services Appleton, Wisconsin	$3K	+$3.05K	1	0%	New
639	WEC Winslow Evans & Crocker Boston, Massachusetts	$2.39K	$0	1	0%	Maintained
640	BPBT Boston Private Bank & Trust Boston, Massachusetts	$2K	-$14K	1	0%	Reduced
641	CAM ClariVest Asset Management San Diego, California	$2K	$0	1	0%	Maintained
642	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2K	$0	1	0%	Maintained
643	DOA D'Orazio & Associates Falls Church, Virginia	$2K	$0	1	0%	Maintained
644	MCM MV Capital Management Bethesda, Maryland	$2K	-$1.24K	1	0%	Reduced
645	NYLT New York Life Trust New York	$2K	-$40K	1	0.01%	Reduced
646	RCG Ruggie Capital Group Tavares, Florida	$2K	+$1.61K	1	0%	New
647	SGC South Georgia Capital Naperville, Illinois	$2K	+$4.48K	1	0%	New
648	SIG Stanford Investment Group Mountain View, California	$2K	+$1.99K	1	0%	New
649	TFO Tarbox Family Office Newport Beach, California	$2K	$0	1	0%	Maintained
650	TCI Wealth Advisors Tucson, Arizona	$1K	$0	1	0%	Maintained