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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
1276	UMA USA Mutuals Advisors Dallas, Texas	$3K	+$3.59K	1	0%	New
1277	RWM Rezny Wealth Management Fort Myers, Florida	$2K	$0	1	0%	Maintained
1278	VNA Valley National Advisers Bethlehem, Pennsylvania	$2K	$0	1	0%	Maintained
1279	AC Alexandria Capital Arlington, Virginia	$1K	-$3.7K	2	0%	Reduced
1280	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1K	+$1.41K	1	0%	New
1281	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1K	+$1.66K	1	0%	New
1282	SA SRH Advisors Salina, Kansas	$1K	$0	1	0.01%	Maintained
1283	SIG Stanford Investment Group Mountain View, California	$1K	$0	1	0%	Maintained
1284	ARC Absolute Return Capital Boston, Massachusetts	$0	-$12M	0	–	Closed
1285	AAM American Asset Management Boca Raton, Florida	$0	-$1K	0	–	Closed
1286	AMF Tjänstepension Stockholm, Sweden	$0	-$4.92M	0	–	Closed
1287	AMG National Trust Bank Greenwood Village, Colorado	$0	-$708K	0	–	Closed
1288	ACM Aviance Capital Management Sarasota, Florida	$0	-$433K	0	–	Closed
1289	Bahl & Gaynor Cincinnati, Ohio	$0	-$772K	0	–	Closed
1290	BAM Baring Asset Management London, United Kingdom	$0	-$339K	0	–	Closed
1291	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	$0	0	–	Closed
1292	BBCM Boardman Bay Capital Management New York	$0	-$4M	0	–	Closed
1293	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$9.01M	0	–	Closed
1294	BL Bolton LP Greenwich, Connecticut	$0	-$1.23M	0	–	Closed
1295	Brinker Capital Investments Berwyn, Pennsylvania	$0	+$116	1	0%	New
1296	Brookstone Capital Management Wheaton, Illinois	$0	-$168K	0	–	Closed
1297	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$0	-$234K	0	–	Closed
1298	CWM Cabot Wealth Management Salem, Massachusetts	$0	-$2.45M	0	–	Closed
1299	CIM Cambria Investment Management Manhattan Beach, California	$0	-$23K	0	–	Closed
1300	CCC Chelsea Counsel Company Los Angeles, California	$0	-$169K	0	–	Closed