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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	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$129K	$0	1	0.43%	Maintained
1177	Spot Trading Chicago, Illinois	$122K	-$1.13M	4	0%	Reduced
1178	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$114K	$0	1	0.06%	Maintained
1179	NFG Next Financial Group Houston, Texas	$113K	-$7.19K	2	0.04%	Reduced
1180	LWM Lenox Wealth Management Cincinnati, Ohio	$111K	-$5.96K	1	0.08%	Reduced
1181	Rockefeller Financial Services New York	$111K	$0	1	0%	Maintained
1182	MFW Mosaic Family Wealth St. Louis, Missouri	$110K	$0	3	0.05%	Maintained
1183	WEC Winslow Evans & Crocker Boston, Massachusetts	$104K	-$5.66K	2	0.03%	Reduced
1184	HCM Hilton Capital Management Garden City, New York	$101K	$0	1	0.03%	Maintained
1185	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$101K	+$76.9K	2	0.02%	Increased
1186	RCG Ruggie Capital Group Tavares, Florida	$98K	+$91.5K	1	0.1%	New
1187	HCM Highlander Capital Management Short Hills, New Jersey	$95K	-$36.1K	1	0.09%	Reduced
1188	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$91K	+$76.2K	2	0.03%	New
1189	HI Hudock Inc Williamsport, Pennsylvania	$87K	+$29	2	0.05%	Increased
1190	SWA Sutton Wealth Advisors Tampa, Florida	$85.5K	+$79K	3	0.08%	New
1191	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$85K	+$79.9K	1	0.08%	New
1192	EWM Endurance Wealth Management Providence, Rhode Island	$85K	$0	1	0.01%	Maintained
1193	DBT Dubuque Bank & Trust Dubuque, Iowa	$81K	$0	1	0.02%	Maintained
1194	TDC Thompson Davis & Co Richmond, Virginia	$81K	-$225K	5	0.12%	Reduced
1195	CFA Carroll Financial Associates Charlotte, North Carolina	$77K	+$16.4K	1	0.01%	Increased
1196	3C 361 Capital Denver, Colorado	$76K	-$33.5K	1	0.57%	Reduced
1197	CI Investments Inc Toronto, Ontario, Canada	$76K	-$3.66M	1	0%	Reduced
1198	TF Tompkins Financial Ithaca, New York	$75K	-$24.3K	2	0.02%	Reduced
1199	BOS Bingham Osborn & Scarborough San Francisco, California	$73K	$0	1	0.01%	Maintained
1200	SignatureFD Atlanta, Georgia	$69K	+$50.7K	4	0.01%	Increased