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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	AssetMark Inc Concord, California	$281K	-$17K	2	0%	Reduced
1202	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$281K	-$13K	1	0.03%	Reduced
1203	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$279K	+$254K	1	0.03%	New
1204	SSA South Street Advisors New York	$279K	-$15K	1	0.05%	Reduced
1205	BHTS Bar Harbor Trust Services Ellsworth, Maine	$278K	$0	1	0.15%	Maintained
1206	TG TLP Group Evanston, Illinois	$278K	+$28.3K	1	0.17%	Increased
1207	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$274K	+$41.2K	2	0.05%	Increased
1208	CL CPWM LLC Seattle, Washington	$272K	$0	1	0.06%	Maintained
1209	Citizens Financial Group Providence, Rhode Island	$271K	-$30.3K	3	0.02%	Reduced
1210	CBT Capital Bank & Trust Irvine, California	$270K	-$2.16K	1	0%	Reduced
1211	CC Cognios Capital Leawood, Kansas	$270K	-$137K	1	0.11%	Reduced
1212	Ballentine Partners Waltham, Massachusetts	$268K	-$228K	1	0.01%	Reduced
1213	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$268K	-$6.92K	2	0.14%	Reduced
1214	CCT Capital City Trust Tallahassee, Florida	$266K	$0	1	0.1%	Maintained
1215	Burney Company Reston, Virginia	$265K	+$7.79K	1	0.02%	Increased
1216	LA LVW Advisors Pittsford, New York	$265K	-$33.6K	1	0.11%	Reduced
1217	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$265K	-$275K	1	0.08%	Reduced
1218	Simon Quick Advisors Morristown, New Jersey	$265K	+$248K	1	0.1%	New
1219	BW Bison Wealth Atlanta, Georgia	$263K	-$4.25K	1	0.21%	Reduced
1220	GCMG Gyroscope Capital Management Group Naples, Florida	$263K	-$24.4K	1	0.13%	Reduced
1221	Rockefeller Financial Services New York	$262K	+$197K	2	0.01%	Increased
1222	DMC Drexel Morgan & Co Radnor, Pennsylvania	$261K	$0	1	0.27%	Maintained
1223	FPFS First Personal Financial Services Charlotte, North Carolina	$259K	-$4.13K	2	0.05%	Reduced
1224	MCM MV Capital Management Bethesda, Maryland	$258K	-$19.7K	2	0.07%	Reduced
1225	FP Foundry Partners Minneapolis, Minnesota	$252K	$0	1	0.01%	Maintained