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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
1126	HBK Sorce Advisory Erie, Pennsylvania	$249K	+$233K	1	0.06%	New
1127	FIB First Interstate Bank Billings, Montana	$247K	$0	1	0.05%	Maintained
1128	NRS Neville Rodie & Shaw New York	$247K	+$231K	1	0.03%	New
1129	Destination Wealth Management Walnut Creek, California	$242K	$0	1	0.02%	Maintained
1130	MCM Manchester Capital Management Manchester, Vermont	$241K	$0	1	0.03%	Maintained
1131	MSR Main Street Research Lakeville, Connecticut	$240K	-$3.61K	1	0.06%	Reduced
1132	SWM Segment Wealth Management Houston, Texas	$240K	+$23.8K	1	0.09%	Increased
1133	HH HWG Holdings Houston, Texas	$238K	+$223K	1	0.21%	New
1134	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$236K	+$218K	1	0.08%	New
1135	CS Credential Securities Vancouver,	$233K	+$24.1K	1	0.14%	Increased
1136	CHAM Clear Harbor Asset Management Stamford, Connecticut	$233K	$0	1	0.05%	Maintained
1137	Benjamin F. Edwards & Company St. Louis, Missouri	$232K	+$7.23K	2	0.05%	Increased
1138	DA DSC Advisors Chicago, Illinois	$230K	-$57.6K	1	0.14%	Reduced
1139	Quadrant Capital Group Cincinnati, Ohio	$230K	+$26K	4	0.15%	Increased
1140	LWM LBA Wealth Management Jacksonville, Florida	$229K	+$542	1	0.13%	Increased
1141	DA Denali Advisors San Diego, California	$228K	+$207K	1	0.05%	New
1142	LIM Leavell Investment Management Mobile, Alabama	$228K	+$4.52K	1	0.03%	Increased
1143	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$224K	+$25.3K	1	0.05%	Increased
1144	CA Cambridge Advisors Omaha, Nebraska	$222K	+$207K	1	0.1%	New
1145	ICOA Investment Centers of America Bismarck, North Dakota	$214K	-$13.5K	1	0.02%	Reduced
1146	Stratos Wealth Partners Beachwood, Ohio	$214K	-$766K	1	0.02%	Reduced
1147	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$211K	-$23.7K	1	0.29%	Reduced
1148	QIM Quest Investment Management Lake Oswego, Oregon	$211K	+$198K	1	0.03%	New
1149	WhitTier Trust Company Reno, Nevada	$211K	$0	2	0.02%	Maintained
1150	MC Moors & Cabot Boston, Massachusetts	$208K	-$14.5K	1	0.04%	Reduced