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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
951	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$601K	$0	1	0.49%	Maintained
952	UR USCA RIA Houston, Texas	$596K	+$56.4K	1	0.13%	Increased
953	ATC Argent Trust Co Nashville, Tennessee	$585K	+$207K	1	0.29%	Increased
954	BOH Bank of Hawaii Honolulu, Hawaii	$583K	+$183K	1	0.07%	Increased
955	PAWC P.A.W. Capital Greenwich, Connecticut	$579K	+$564K	1	0.66%	New
956	CBU CIBC Bank USA Chicago, Illinois	$577K	+$14.2K	1	0.1%	Increased
957	RTM Rizvi Traverse Management West Palm Beach, Florida	$575K	+$541K	1	0.88%	New
958	R.M. Davis Inc Portland, Maine	$574K	-$157K	1	0.03%	Reduced
959	NIMI Natixis Investment Managers International Paris, France	$572K	+$393K	2	0.07%	Increased
960	WPC White Pine Capital Bloomington, Minnesota	$572K	+$3.17K	1	0.25%	Increased
961	AP Advisor Partners Walnut Creek, California	$569K	+$24.7K	1	0.19%	Increased
962	HW Hedeker Wealth Lincolnshire, Illinois	$569K	+$226K	1	0.5%	Increased
963	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$567K	+$173K	2	0.48%	Increased
964	Mariner Independent Advisor Network Overland Park, Kansas	$564K	+$42.6K	1	0.38%	Increased
965	Advisory Services Network Atlanta, Georgia	$563K	+$414K	3	0.18%	Increased
966	TC Tairen Capital Hong Kong	$555K	+$548K	1	0.22%	New
967	Atria Investments Charlotte, North Carolina	$554K	+$598K	1	0.06%	New
968	AT Argent Trust San Antonio, Texas	$552K	+$538K	1	0.18%	New
969	LW Linscomb Wealth Houston, Texas	$552K	+$38.7K	1	0.06%	Increased
970	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$552K	-$106K	1	0.3%	Reduced
971	MUFG Americas New York	$551K	-$595K	2	0.02%	Reduced
972	LA Lucus Advisors New York	$550K	+$254K	2	0.33%	Increased
973	SL Summitry LLC Foster City, California	$548K	-$15.9M	1	0.06%	Reduced
974	CIM CenturyLink Investment Management Denver, Colorado	$545K	-$359K	1	0.19%	Reduced
975	CT Coastline Trust Providence, Rhode Island	$533K	+$78K	1	0.12%	Increased