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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
1301	FLI Family Legacy Inc Greenville, South Carolina	$449K	+$29.1K	1	0.39%	Increased
1302	AE Wealth Management Topeka, Kansas	$445K	+$25.4K	1	0.03%	Increased
1303	IIM Ironwood Investment Management Boston, Massachusetts	$445K	$0	1	0.32%	Maintained
1304	MC Montag & Caldwell Atlanta, Georgia	$445K	-$2.62K	1	0.02%	Reduced
1305	Buckingham Strategic Wealth Clayton, Missouri	$444K	+$183K	1	0.07%	Increased
1306	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$444K	-$5.58K	2	0.41%	Reduced
1307	YWP YorkBridge Wealth Partners New York	$444K	-$10.9K	3	0.19%	Reduced
1308	GCMG Gyroscope Capital Management Group Naples, Florida	$443K	+$64.2K	1	0.2%	Increased
1309	RIM Regent Investment Management Louisville, Kentucky	$441K	$0	1	0.15%	Maintained
1310	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$440K	$0	1	0.38%	Maintained
1311	Dakota Wealth Management Palm Beach Gardens, Florida	$439K	+$420K	1	0.12%	New
1312	ADL Asset Dedication LLC San Francisco, California	$438K	+$80.6K	2	0.15%	Increased
1313	Advent Capital Management New York	$437K	+$411K	1	0.01%	New
1314	LJHT Laurie J. Hall Trustee	$437K	+$108K	1	0.25%	Increased
1315	Segall Bryant & Hamill Chicago, Illinois	$437K	$0	1	0.01%	Maintained
1316	ACM AlphaStar Capital Management Cornelius, North Carolina	$435K	+$60.5K	1	0.14%	Increased
1317	EWM Endurance Wealth Management Providence, Rhode Island	$433K	+$131K	3	0.07%	Increased
1318	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$431K	+$412K	1	0.14%	New
1319	FBC Fairfield, Bush & Co Darien, Connecticut	$431K	+$314K	1	0.13%	Increased
1320	HCM Highlander Capital Management Short Hills, New Jersey	$425K	-$79.7K	1	0.24%	Reduced
1321	QCMC Quantum Capital Management (California) San Francisco, California	$425K	+$1.99K	1	0.16%	Increased
1322	Prime Capital Investment Advisors Overland Park, Kansas	$422K	+$433K	1	0.18%	New
1323	Moneta Group Investment Advisors St Louis, Missouri	$419K	+$17.2K	1	0.05%	Increased
1324	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$416K	$0	1	0.06%	Maintained
1325	Park Avenue Securities New York	$415K	+$100K	1	0.07%	Increased