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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
1151	MCM MV Capital Management Bethesda, Maryland	$123K	+$36.8K	1	0.05%	Increased
1152	AssetMark Inc Concord, California	$122K	+$110K	4	0%	Increased
1153	CMT Capital Markets Trading Frankfurt, Germany	$121K	-$247K	1	0.01%	Reduced
1154	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$121K	$0	1	0.38%	Maintained
1155	PFS Physicians Financial Services Raleigh, North Carolina	$119K	+$116K	1	0.11%	New
1156	NYLT New York Life Trust New York	$117K	-$8.55K	2	0.5%	Reduced
1157	WP WealthPLAN Partners Omaha, Nebraska	$113K	+$144K	1	0.02%	New
1158	HCM Hilton Capital Management Garden City, New York	$113K	$0	1	0.04%	Maintained
1159	AFP Ausdal Financial Partners Davenport, Iowa	$112K	+$115K	2	0.06%	New
1160	NFG Next Financial Group Houston, Texas	$112K	-$1.93K	3	0.04%	Reduced
1161	SC SRB Corp Boston, Massachusetts	$112K	+$21.6K	1	0.02%	Increased
1162	LWM Lenox Wealth Management Cincinnati, Ohio	$110K	+$107K	1	0.09%	New
1163	KCPG Kavar Capital Partners Group Leawood, Kansas	$109K	-$10.6K	1	0.07%	Reduced
1164	Catalyst Capital Advisors Huntington, New York	$108K	-$38.9K	3	0.02%	Reduced
1165	TF Tompkins Financial Ithaca, New York	$108K	-$38.1K	2	0.03%	Reduced
1166	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$107K	$0	1	0.06%	Maintained
1167	3C 361 Capital Denver, Colorado	$105K	+$102K	1	0.86%	New
1168	MFW Mosaic Family Wealth St. Louis, Missouri	$104K	+$103K	3	0.05%	New
1169	Rockefeller Financial Services New York	$104K	$0	1	0%	Maintained
1170	WEC Winslow Evans & Crocker Boston, Massachusetts	$104K	+$5.62K	3	0.03%	Increased
1171	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$103K	+$17K	3	0.04%	Increased
1172	First Horizon Advisors Memphis, Tennessee	$99K	-$27.5K	3	0.02%	Reduced
1173	TCI Wealth Advisors Tucson, Arizona	$98K	+$64.8K	6	0.05%	Increased
1174	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$97K	+$95.1K	1	0.01%	New
1175	BOS Bingham Osborn & Scarborough San Francisco, California	$90K	$0	1	0.01%	Maintained