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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	TDC Thompson Davis & Co Richmond, Virginia	$250K	+$151K	3	0.44%	Increased
1227	First Citizens Bank & Trust Raleigh, North Carolina	$249K	-$175K	1	0.03%	Reduced
1228	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$248K	$0	1	0.02%	Maintained
1229	VIM Veritas Investment Management London, United Kingdom	$248K	$0	1	0.03%	Maintained
1230	ICOA Investment Centers of America Bismarck, North Dakota	$246K	+$230K	1	0.02%	New
1231	WP WealthPLAN Partners Omaha, Nebraska	$246K	+$230K	1	0.07%	New
1232	Waldron Private Wealth Bridgeville, Pennsylvania	$244K	$0	1	0.07%	Maintained
1233	GAG GM Advisory Group Melville, New York	$243K	+$227K	1	0.07%	New
1234	Intact Investment Management Montreal, Quebec, Canada	$243K	$0	1	0.01%	Maintained
1235	BL BFSG LLC Irvine, California	$241K	+$225K	1	0.11%	New
1236	IIA IPG Investment Advisors San Diego, California	$241K	+$219K	1	0.08%	New
1237	SouthState Corp Winter Haven, Florida	$240K	-$144K	1	0.03%	Reduced
1238	WB Webster Bank Waterbury, Connecticut	$239K	+$200K	1	0.03%	Increased
1239	AE Wealth Management Topeka, Kansas	$236K	-$2.82K	1	0.02%	Reduced
1240	CC Courier Capital Buffalo, New York	$235K	-$19.2K	1	0.03%	Reduced
1241	Sequoia Financial Advisors Akron, Ohio	$235K	+$220K	1	0.03%	New
1242	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$234K	+$219K	1	0.16%	New
1243	DII Domini Impact Investments New York	$233K	+$212K	1	5.3%	New
1244	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$232K	-$64.2K	1	2.23%	Reduced
1245	CWM Cornerstone Wealth Management St. Peters, Missouri	$231K	+$210K	1	0.05%	New
1246	One Capital Management Westlake Village, California	$231K	+$216K	1	0.05%	New
1247	PFS Physicians Financial Services Raleigh, North Carolina	$231K	+$216K	1	0.19%	New
1248	PAM Paradigm Asset Management New York	$231K	$0	1	0.06%	Maintained
1249	CA Cambridge Advisors Omaha, Nebraska	$230K	+$215K	1	0.09%	New
1250	Magnetar Financial Evanston, Illinois	$229K	-$178K	1	0%	Reduced