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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	ACP Aviance Capital Partners Naples, Florida	$136K	-$2.42K	1	0.05%	Reduced
1177	B Bellecapital Zurich, Switzerland	$136K	$0	1	0.12%	Maintained
1178	Peconic Partners New York	$136K	$0	1	0.02%	Maintained
1179	Arax Advisory Partners Denver, Colorado	$135K	+$138K	1	0.07%	New
1180	PFS Physicians Financial Services Raleigh, North Carolina	$134K	$0	1	0.11%	Maintained
1181	AssetMark Inc Concord, California	$132K	-$20.4K	2	0%	Reduced
1182	TCA Teewinot Capital Advisers New York	$130K	-$992K	1	0.08%	Reduced
1183	ACM Americafirst Capital Management Roseville, California	$127K	-$15.1K	1	0.13%	Reduced
1184	EWM Endurance Wealth Management Providence, Rhode Island	$120K	$0	2	0.02%	Maintained
1185	Rockefeller Financial Services New York	$120K	+$6.43K	1	0%	Increased
1186	MUS Mitsubishi UFJ Securities Tokyo, Japan	$110K	+$56.3K	1	0.62%	Increased
1187	Balentine LLC Atlanta, Georgia	$107K	$0	1	0.01%	Maintained
1188	SWA Sutton Wealth Advisors Tampa, Florida	$106K	+$37.3K	3	0.1%	Increased
1189	AIM Arcadia Investment Management Kalamazoo, Michigan	$106K	+$31.5K	2	0.03%	Increased
1190	CT Clearstead Trust Portland, Maine	$103K	+$105K	1	0.09%	New
1191	FPFS First Personal Financial Services Charlotte, North Carolina	$103K	+$43.3K	2	0.03%	Increased
1192	JIR James Investment Research Alpha, Ohio	$97K	+$94.5K	1	0%	New
1193	WEC Winslow Evans & Crocker Boston, Massachusetts	$96.6K	+$482	1	0.03%	Increased
1194	GAM Gemmer Asset Management Walnut Creek, California	$94K	+$15.8K	4	0.05%	Increased
1195	TDC Thompson Davis & Co Richmond, Virginia	$94K	+$61.7K	3	0.16%	Increased
1196	LWM Lenox Wealth Management Cincinnati, Ohio	$93K	-$12.1K	1	0.07%	Reduced
1197	NSIM North Star Investment Management Chicago, Illinois	$91K	-$1.47M	2	0.01%	Reduced
1198	WOC West Oak Capital Westlake Village, California	$90.8K	+$20.1K	1	0.06%	Increased
1199	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$83K	+$5.14K	1	0.07%	Increased
1200	Global Retirement Partners San Rafael, California	$83K	+$84.2K	4	0.06%	New