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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
1201	Bartlett & Co Cincinnati, Ohio	$68K	-$2K	1	0%	Reduced
1202	VCM Versant Capital Management Phoenix, Arizona	$67K	-$779	3	0.04%	Reduced
1203	NYLT New York Life Trust New York	$65K	-$57.7K	2	0.28%	Reduced
1204	Balentine LLC Atlanta, Georgia	$64K	$0	1	0.02%	Maintained
1205	ADL Asset Dedication LLC San Francisco, California	$63K	-$19.8K	2	0.05%	Reduced
1206	HCP Holt Capital Partners Fort Worth, Texas	$63K	+$58.7K	1	0.03%	New
1207	GAM Gemmer Asset Management Walnut Creek, California	$60K	-$4.23K	4	0.03%	Reduced
1208	WA WealthTrust-Arizona Scottsdale, Arizona	$60K	-$20.5K	1	0.04%	Reduced
1209	CBT Central Bank & Trust Lexington, Kentucky	$59K	-$91.1K	1	0.02%	Reduced
1210	MCA Mercer Capital Advisers Little Silver, New Jersey	$58K	$0	1	0.05%	Maintained
1211	PMFA Plante Moran Financial Advisors Southfield, Michigan	$58K	-$397	2	0.04%	Reduced
1212	FCCM First City Capital Management Savannah, Georgia	$56.2K	+$32.5K	2	0.04%	Increased
1213	Huntington National Bank Columbus, Ohio	$56K	-$15.1M	3	0%	Reduced
1214	OC Oakworth Capital Birmingham, Alabama	$56K	+$36.1K	2	0.02%	Increased
1215	VanEck Associates New York	$53K	+$697	2	0%	Increased
1216	AA Apriem Advisors Irvine, California	$52K	$0	2	0.02%	Maintained
1217	Carson Wealth (CWM LLC) Omaha, Nebraska	$52K	+$43K	2	0%	Increased
1218	PCC Park Circle Company Baltimore, Maryland	$52K	+$11.5K	2	0.04%	Increased
1219	AA AlphaMark Advisors Ft. Wright, Kentucky	$51K	$0	1	0.03%	Maintained
1220	Krilogy Financial St. Louis, Missouri	$50K	$0	2	0.02%	Maintained
1221	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$49K	-$1K	1	0.02%	Reduced
1222	RWA Ropes Wealth Advisors Boston, Massachusetts	$49K	+$42.3K	1	0.02%	Increased
1223	TCI Wealth Advisors Tucson, Arizona	$49K	-$50.7K	5	0.03%	Reduced
1224	GWM Gupta Wealth Management San Diego, California	$47K	-$7.28K	3	0.01%	Reduced
1225	VIA Vantage Investment Advisors State College, Pennsylvania	$46K	$0	1	0.02%	Maintained