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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
1226	KLI Kelman-Lazarov Inc Memphis, Tennessee	$45K	+$38.3K	2	0.03%	New
1227	RFA Reilly Financial Advisors La Mesa, California	$44K	+$41.6K	1	0.01%	New
1228	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$41K	$0	1	0.01%	Maintained
1229	AIM Arcadia Investment Management Kalamazoo, Michigan	$39K	+$3.5K	1	0.01%	Increased
1230	CHC City Holding Co Charleston, West Virginia	$39K	$0	1	0.02%	Maintained
1231	CPA Cowen Prime Advisors New York	$39K	$0	1	0.02%	Maintained
1232	CK Carnick & Kubik Colorado Springs, Colorado	$38K	$0	1	0.01%	Maintained
1233	SBL Sargent Bickham Lagudis Boulder, Colorado	$38K	+$35.4K	2	0.01%	New
1234	ZB Zions Bancorporation Salt Lake City, Utah	$35K	-$1.16K	1	0.01%	Reduced
1235	Capital Analysts LLC Fort Washington, Pennsylvania	$34.7K	+$28.9K	1	0.01%	Increased
1236	KT Kanaly Trust Houston, Texas	$34K	+$12.5K	2	0.01%	Increased
1237	HFM Hartford Financial Management Hartford, Connecticut	$33K	$0	1	0.02%	Maintained
1238	RWG Regal Wealth Group Seal Beach, California	$32K	$0	1	0.03%	Maintained
1239	RWM Raffa Wealth Management Washington, District of Columbia	$32K	$0	1	0.02%	Maintained
1240	CYG Clean Yield Group Norwich, Vermont	$31K	+$29.4K	1	0.01%	New
1241	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$31K	-$5.72K	2	0.02%	Reduced
1242	NCM Nelson Capital Management Menlo Park, California	$31K	-$20.9K	1	0.01%	Reduced
1243	QAM QCI Asset Management Pittsford, New York	$31K	$0	1	0%	Maintained
1244	MCF Advisors Covington, Kentucky	$30K	-$12.1K	1	0.01%	Reduced
1245	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$30K	+$8.02K	3	0.02%	Increased
1246	FWM Focused Wealth Management Newburgh, New York	$28K	+$18.4K	2	0.02%	Increased
1247	HMS Hanseatic Management Services Albuquerque, New Mexico	$28K	-$9.95K	1	0.01%	Reduced
1248	CHP Cable Hill Partners Portland, Oregon	$27K	+$7.87K	2	0.02%	Increased
1249	FWC First Washington Corp Seattle, Washington	$27K	$0	1	0.02%	Maintained
1250	BCM Blume Capital Management Berkeley, California	$26K	$0	1	0.02%	Maintained