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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
1251	MMG Monetary Management Group St Louis, Missouri	$10K	$0	1	0%	Maintained
1252	BIG Bellwether Investment Group Chattanooga, Tennessee	$9K	+$7.51K	1	0.01%	New
1253	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$9K	-$2K	1	0.01%	Reduced
1254	CCM Cribstone Capital Management Augusta, Maine	$9K	+$9.35K	1	0.01%	New
1255	JCM Jacobi Capital Management Pittston, Pennsylvania	$9K	+$10K	1	0%	New
1256	PSC Piper Sandler & Co Minneapolis, Minnesota	$9K	+$8.18K	1	0.04%	New
1257	VCM Vigilant Capital Management Portland, Maine	$9K	+$10.2K	1	0%	New
1258	BKA Brick & Kyle Associates Newtown, Pennsylvania	$8K	$0	1	0.01%	Maintained
1259	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$8K	$0	1	5.13%	Maintained
1260	GWS Glassman Wealth Services Vienna, Virginia	$7K	$0	1	0.01%	Maintained
1261	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$7K	$0	1	0%	Maintained
1262	Pathstone Family Office Englewood, New Jersey	$7K	+$8.02K	1	0.01%	New
1263	AC Alexandria Capital Arlington, Virginia	$6K	+$2.83K	2	0%	Increased
1264	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$6K	+$1.49K	1	0%	Increased
1265	SIM Sonora Investment Management Tucson, Arizona	$5.75K	+$452	2	0%	Increased
1266	AI ArchPoint Investors Coral Gables, Florida	$5K	+$5.86K	1	0%	New
1267	CA CapWealth Advisors Franklin, Tennessee	$4K	$0	1	0%	Maintained
1268	ECM Exchange Capital Management Ann Arbor, Michigan	$4K	+$3.82K	1	0%	New
1269	HCM Herndon Capital Management Atlanta, Georgia	$4K	+$3.9K	1	0%	New
1270	SHJ Sharkey, Howes & Javer Denver, Colorado	$4K	$0	1	0%	Maintained
1271	Thompson Siegel & Walmsley Richmond, Virginia	$4K	-$469K	2	0%	Reduced
1272	TFA Transamerica Financial Advisors St. Petersburg, Florida	$4K	-$1.07M	2	0%	Reduced
1273	Catalyst Capital Advisors Huntington, New York	$3K	-$5K	1	0%	Reduced
1274	NR Newfound Research Wellesley Hills, Massachusetts	$2K	+$1.87K	1	0%	New
1275	VNA Valley National Advisers Bethlehem, Pennsylvania	$2K	$0	1	0%	Maintained