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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	SWA Sutton Wealth Advisors Tampa, Florida	$112K	$0	3	0.09%	Maintained
1227	CFA Carroll Financial Associates Charlotte, North Carolina	$109K	+$31K	2	0.01%	Increased
1228	CFA Camarda Financial Advisors Fleming Island, Florida	$107K	-$251K	1	0.1%	Reduced
1229	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$107K	-$41.8K	2	0.07%	Reduced
1230	WEC Winslow Evans & Crocker Boston, Massachusetts	$106K	+$167	1	0.03%	Increased
1231	JIR James Investment Research Alpha, Ohio	$104K	+$19.7K	1	0%	Increased
1232	NSIM North Star Investment Management Chicago, Illinois	$99K	-$711	1	0.01%	Reduced
1233	HT Heritage Trust Oklahoma City, Oklahoma	$98K	+$95.7K	1	0.04%	New
1234	DBT Dubuque Bank & Trust Dubuque, Iowa	$96K	+$93.3K	1	0.02%	New
1235	JC JBF Capital Aspen, Colorado	$94K	+$101K	1	0.01%	New
1236	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$91K	+$90.1K	1	0.12%	New
1237	AIM Arcadia Investment Management Kalamazoo, Michigan	$90K	-$17.5K	2	0.03%	Reduced
1238	HFM Hartford Financial Management Hartford, Connecticut	$86K	+$47.3K	1	0.05%	Increased
1239	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$86K	$0	1	0.04%	Maintained
1240	IHT Wealth Management Chicago, Illinois	$85K	+$25.2K	3	0.06%	Increased
1241	KAM Kassirer Asset Management Toronto, Ontario, Canada	$83K	$0	1	0.06%	Maintained
1242	Sumitomo Mitsui Financial Group Tokyo, Japan	$80K	+$76.6K	1	0.02%	New
1243	FPA Fieldpoint Private Advisors New York	$77K	+$74.7K	1	0.21%	New
1244	PAM Paradigm Asset Management New York	$75.3K	+$73.2K	1	0.01%	New
1245	ADL Asset Dedication LLC San Francisco, California	$73K	-$3.8K	1	0.04%	Reduced
1246	Bartlett & Co Cincinnati, Ohio	$71K	$0	1	0%	Maintained
1247	OC Oakworth Capital Birmingham, Alabama	$70K	-$2.09K	2	0.02%	Reduced
1248	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$67.3K	-$8.37K	1	0.04%	Reduced
1249	GAM Gemmer Asset Management Walnut Creek, California	$65K	-$27.2K	4	0.03%	Reduced
1250	MCA Mercer Capital Advisers Little Silver, New Jersey	$65K	$0	1	0.05%	Maintained