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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	Pathstone Family Office Englewood, New Jersey	$72K	-$2.11K	3	0.03%	Reduced
1277	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$71K	-$47.4K	1	0.67%	Reduced
1278	SBL Sargent Bickham Lagudis Boulder, Colorado	$71K	+$2.71K	5	0.01%	Increased
1279	ADL Asset Dedication LLC San Francisco, California	$70K	-$19.3K	1	0.04%	Reduced
1280	WAS Winch Advisory Services Appleton, Wisconsin	$69K	+$36.4K	1	0.04%	Increased
1281	AA AlphaMark Advisors Ft. Wright, Kentucky	$68K	$0	1	0.03%	Maintained
1282	AIL AGF Investments LLC Toronto, Ontario, Canada	$67K	+$50K	2	0.02%	Increased
1283	CHC City Holding Co Charleston, West Virginia	$67K	+$3.69K	1	0.02%	Increased
1284	VCM Versant Capital Management Phoenix, Arizona	$66K	-$1.13K	3	0.04%	Reduced
1285	Carson Wealth (CWM LLC) Omaha, Nebraska	$65K	-$4.03K	2	0%	Reduced
1286	GAM Gemmer Asset Management Walnut Creek, California	$63K	-$7.38K	4	0.03%	Reduced
1287	PMFA Plante Moran Financial Advisors Southfield, Michigan	$61K	$0	3	0.04%	Maintained
1288	FWM Focused Wealth Management Newburgh, New York	$60K	$0	3	0.02%	Maintained
1289	Rockefeller Financial Services New York	$59K	-$87.5K	1	0%	Reduced
1290	FCB First Command Bank Fort Worth, Texas	$58K	$0	1	0.04%	Maintained
1291	FCFS First Command Financial Services Fort Worth, Texas	$58K	$0	1	0.04%	Maintained
1292	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$58K	+$2.11K	2	0.07%	Increased
1293	VanEck Associates New York	$57K	-$12.4K	1	0%	Reduced
1294	AIM Arcadia Investment Management Kalamazoo, Michigan	$54K	-$47K	1	0.02%	Reduced
1295	CPA Cowen Prime Advisors New York	$54K	$0	1	0.02%	Maintained
1296	PCC Park Circle Company Baltimore, Maryland	$54K	$0	1	0.03%	Maintained
1297	BWM Baystate Wealth Management Boston, Massachusetts	$53K	$0	2	0.01%	Maintained
1298	EA Edge Advisors Atlanta, Georgia	$53K	+$11K	2	0.01%	Increased
1299	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$53K	+$16.4K	4	0.02%	Increased
1300	PCP Proficio Capital Partners Newton, Massachusetts	$53K	-$4.1K	3	0.02%	Reduced