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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
1176	BKA Brick & Kyle Associates Newtown, Pennsylvania	$12K	$0	1	0.01%	Maintained
1177	FPFS First Personal Financial Services Charlotte, North Carolina	$12K	+$12.8K	1	0.01%	New
1178	SignatureFD Atlanta, Georgia	$12K	+$13.3K	2	0%	Increased
1179	DSC Duncker Streett & Co St. Louis, Missouri	$10K	+$11.5K	1	0%	New
1180	DOA D'Orazio & Associates Falls Church, Virginia	$9K	+$7.16K	2	0%	Increased
1181	AssetMark Inc Concord, California	$8K	+$9.15K	3	0%	New
1182	HR Howe & Rusling Rochester, New York	$8K	$0	1	0%	Maintained
1183	LFR Lehman Financial Resources Media, Pennsylvania	$8K	$0	1	0%	Maintained
1184	Avior Wealth Management Omaha, Nebraska	$7K	$0	1	0%	Maintained
1185	DAM Delta Asset Management Memphis, Tennessee	$7K	+$7.82K	2	0%	New
1186	KT Kanaly Trust Houston, Texas	$7K	$0	1	0%	Maintained
1187	GWS Glassman Wealth Services Vienna, Virginia	$6K	+$6.99K	1	0.01%	New
1188	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$6K	+$6.48K	1	0%	New
1189	WIC Woodmont Investment Counsel Nashville, Tennessee	$6K	+$7.16K	1	0%	New
1190	AC Alexandria Capital Arlington, Virginia	$5K	+$5.01K	2	0%	Increased
1191	Carson Wealth (CWM LLC) Omaha, Nebraska	$5K	+$6.16K	1	0%	New
1192	RFA Reilly Financial Advisors La Mesa, California	$5K	-$7.63K	1	0%	Reduced
1193	SIM Sonora Investment Management Tucson, Arizona	$5K	+$5.16K	1	0%	New
1194	JIC Joel Isaacson & Co New York	$4K	-$3.2K	1	0%	Reduced
1195	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$4K	+$4.41K	1	0%	New
1196	NSIM North Star Investment Management Chicago, Illinois	$4K	$0	1	0%	Maintained
1197	SHJ Sharkey, Howes & Javer Denver, Colorado	$4K	+$3.94K	1	0%	New
1198	WTB Washington Trust Bank Spokane, Washington	$4K	+$4.45K	1	0%	New
1199	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$4K	$0	1	0%	Maintained
1200	Capital Analysts LLC Fort Washington, Pennsylvania	$3.1K	+$3.58K	1	0%	New