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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
1101	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$92K	+$106K	1	0.06%	New
1102	BOS Bingham Osborn & Scarborough San Francisco, California	$92K	$0	1	0.01%	Maintained
1103	Rockefeller Financial Services New York	$89K	+$103K	1	0%	New
1104	WEC Winslow Evans & Crocker Boston, Massachusetts	$85.3K	+$95.4K	2	0.03%	Increased
1105	IMAS ID Management A/S Randers, Denmark	$83K	+$84.8K	1	0.04%	New
1106	PSC Prentiss Smith & Co Brattleboro, Vermont	$83K	$0	1	0.05%	Maintained
1107	RA Rational Advisors Huntington, New York	$79K	+$91.1K	1	0.03%	New
1108	Evercore Wealth Management New York	$77K	+$56.7K	1	0%	Increased
1109	SSB Sandy Spring Bank Olney, Maryland	$77K	+$89.5K	1	0.01%	New
1110	Bartlett & Co Cincinnati, Ohio	$76K	$0	2	0%	Maintained
1111	DAL David A. Lorber	$75K	+$86.2K	1	0.29%	New
1112	VIA Vantage Investment Advisors State College, Pennsylvania	$75K	+$86.3K	1	0.04%	New
1113	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$74K	+$79.2K	3	0.03%	Increased
1114	MCM MV Capital Management Bethesda, Maryland	$73K	+$83.4K	1	0.03%	Increased
1115	HI Hudock Inc Williamsport, Pennsylvania	$72K	+$77.1K	2	0.03%	Increased
1116	Moneta Group Investment Advisors St Louis, Missouri	$72K	+$83.3K	1	0.02%	New
1117	TDC Thompson Davis & Co Richmond, Virginia	$69K	+$46.1K	4	0.1%	Increased
1118	MIC MU Investments Company Tokyo, Japan	$67K	+$78.8K	1	0.04%	New
1119	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$66K	$0	1	0.01%	Maintained
1120	Klingman & Associates New York	$64K	+$74.1K	1	0.03%	New
1121	MCF Advisors Covington, Kentucky	$62K	+$72.1K	1	0.02%	New
1122	PG Patten Group Chattanooga, Tennessee	$61.8K	+$71.3K	1	0.03%	New
1123	GAM Gemmer Asset Management Walnut Creek, California	$61K	+$22.9K	4	0.04%	Increased
1124	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$60K	-$106K	1	0.01%	Reduced
1125	UFA US Financial Advisors Braintree, Massachusetts	$57K	+$56.6K	3	0.09%	Increased