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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	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$81K	+$66.7K	1	0.07%	Increased
1152	KT Kanaly Trust Houston, Texas	$81K	+$47.7K	3	0.02%	Increased
1153	SAM Solaris Asset Management New York	$79K	+$29.4K	1	0.05%	Increased
1154	AIM Arcadia Investment Management Kalamazoo, Michigan	$76K	$0	1	0.03%	Maintained
1155	CFA Carroll Financial Associates Charlotte, North Carolina	$74K	-$2.11K	1	0.01%	Reduced
1156	PMFA Plante Moran Financial Advisors Southfield, Michigan	$74K	+$15.5K	2	0.05%	Increased
1157	WOC West Oak Capital Westlake Village, California	$73.7K	+$2.88K	1	0.05%	Increased
1158	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$72.3K	$0	1	0.04%	Maintained
1159	GAM Gemmer Asset Management Walnut Creek, California	$72K	+$13.7K	4	0.04%	Increased
1160	OC Oakworth Capital Birmingham, Alabama	$70K	+$7.2K	2	0.02%	Increased
1161	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$68K	+$3.11K	2	0.02%	Increased
1162	SWA Sutton Wealth Advisors Tampa, Florida	$66.5K	$0	3	0.06%	Maintained
1163	ADL Asset Dedication LLC San Francisco, California	$66K	$0	1	0.04%	Maintained
1164	CYG Clean Yield Group Norwich, Vermont	$65K	+$29.8K	1	0.03%	Increased
1165	TCI Wealth Advisors Tucson, Arizona	$65K	-$13.1K	6	0.04%	Reduced
1166	Bartlett & Co Cincinnati, Ohio	$64K	$0	1	0%	Maintained
1167	Carson Wealth (CWM LLC) Omaha, Nebraska	$61K	+$10.6K	2	0%	Increased
1168	MCA Mercer Capital Advisers Little Silver, New Jersey	$61K	$0	1	0.05%	Maintained
1169	VCM Versant Capital Management Phoenix, Arizona	$61K	-$5.94K	3	0.03%	Reduced
1170	RFA Reilly Financial Advisors La Mesa, California	$58K	-$3.71K	2	0.01%	Reduced
1171	FPFS First Personal Financial Services Charlotte, North Carolina	$57K	+$13.4K	2	0.02%	Increased
1172	MUS Mitsubishi UFJ Securities Tokyo, Japan	$57K	$0	1	0.3%	Maintained
1173	AA AlphaMark Advisors Ft. Wright, Kentucky	$53K	$0	1	0.03%	Maintained
1174	3C 361 Capital Denver, Colorado	$52K	+$48.4K	1	0.48%	New
1175	CBT Central Bank & Trust Lexington, Kentucky	$52K	$0	1	0.01%	Maintained