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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	BCM Blume Capital Management Berkeley, California	$24K	$0	1	0.02%	Maintained
1227	FWC First Washington Corp Seattle, Washington	$23K	$0	1	0.01%	Maintained
1228	DSC Duncker Streett & Co St. Louis, Missouri	$22K	$0	1	0.01%	Maintained
1229	CHP Cable Hill Partners Portland, Oregon	$21K	-$2.02K	2	0.02%	Reduced
1230	NC NewSquare Capital Newtown Square, Pennsylvania	$21K	-$1.19K	1	0.01%	Reduced
1231	WAS Winch Advisory Services Appleton, Wisconsin	$20K	$0	1	0.02%	Maintained
1232	SBL Sargent Bickham Lagudis Boulder, Colorado	$19K	-$17K	2	0%	Reduced
1233	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$18K	$0	1	0.01%	Maintained
1234	Perigon Wealth Management San Francisco, California	$18K	+$18.4K	1	0%	New
1235	RBC Roble Belko & Company Sewickley, Pennsylvania	$18K	+$19.1K	1	0.01%	New
1236	TFO Tarbox Family Office Newport Beach, California	$18K	$0	2	0.01%	Maintained
1237	DPA Delphi Private Advisors San Diego, California	$17K	+$2.08K	2	0.03%	Increased
1238	DOA D'Orazio & Associates Falls Church, Virginia	$17K	$0	2	0.01%	Maintained
1239	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$16K	-$32.9K	2	0.01%	Reduced
1240	MCM McKinley Capital Management Anchorage, Alaska	$16K	$0	1	0%	Maintained
1241	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$16K	-$134	2	0.02%	Reduced
1242	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$16K	$0	1	0.01%	Maintained
1243	DAM Delta Asset Management Memphis, Tennessee	$15K	+$7.65K	2	0%	Increased
1244	DSN D. Scott Neal Lexington, Kentucky	$15K	$0	1	0.01%	Maintained
1245	JIC Joel Isaacson & Co New York	$14K	+$7.26K	2	0%	Increased
1246	WRM Westport Resources Management Westport, Connecticut	$14K	$0	1	0%	Maintained
1247	CWM Catamount Wealth Management Westport, Connecticut	$13K	-$2.77M	1	0.02%	Reduced
1248	Allworth Financial Folsom, California	$12K	+$8.79K	1	0%	Increased
1249	PCP Proficio Capital Partners Newton, Massachusetts	$11K	-$2.44K	2	0.01%	Reduced
1250	TF Tompkins Financial Ithaca, New York	$11K	-$63.5K	1	0%	Reduced