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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	GWS Glassman Wealth Services Vienna, Virginia	$8K	$0	1	0.01%	Maintained
1277	JIC Joel Isaacson & Co New York	$8K	$0	2	0%	Maintained
1278	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$8K	-$38.8K	1	0%	Reduced
1279	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$8K	$0	1	5.23%	Maintained
1280	WIC Woodmont Investment Counsel Nashville, Tennessee	$8K	$0	1	0%	Maintained
1281	WA Winfield Associates Cleveland, Ohio	$7K	+$6.5K	1	0%	New
1282	SIM Sonora Investment Management Tucson, Arizona	$5.94K	+$162	2	0%	Increased
1283	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$5K	$0	1	0%	Maintained
1284	UFA US Financial Advisors Braintree, Massachusetts	$5K	-$48.4K	2	0.01%	Reduced
1285	AC Alexandria Capital Arlington, Virginia	$4K	+$2.46K	2	0%	Increased
1286	Allworth Financial Folsom, California	$4K	$0	1	0%	Maintained
1287	ARMC American Research & Management Company Marion, Massachusetts	$4K	$0	2	0%	Maintained
1288	ACB Aristotle Capital Boston Boston, Massachusetts	$4K	+$3.81K	1	0%	New
1289	CA CapWealth Advisors Franklin, Tennessee	$4K	$0	1	0%	Maintained
1290	SHJ Sharkey, Howes & Javer Denver, Colorado	$4K	$0	1	0%	Maintained
1291	VNA Valley National Advisers Bethlehem, Pennsylvania	$3K	$0	1	0%	Maintained
1292	Avior Wealth Management Omaha, Nebraska	$2K	-$15.8K	1	0%	Reduced
1293	MIM Macroview Investment Management Bethesda, Maryland	$2K	$0	1	0.01%	Maintained
1294	SIG Stanford Investment Group Mountain View, California	$2K	$0	1	0%	Maintained
1295	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1K	$0	1	0%	Maintained
1296	SA SRH Advisors Salina, Kansas	$1K	$0	1	0.01%	Maintained
1297	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$0	-$463K	0	–	Closed
1298	AIA Allegis Investment Advisors Idaho Falls, Idaho	$0	-$41K	0	–	Closed
1299	AGM Alpine Global Management New York	$0	-$3.86M	0	–	Closed
1300	Alyeska Investment Group Chicago, Illinois	$0	-$2.53M	0	–	Closed