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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
1351	CFN Cordasco Financial Network Naples, Florida	$4K	+$4.18K	1	0%	New
1352	ECM Exchange Capital Management Ann Arbor, Michigan	$4K	$0	1	0%	Maintained
1353	NC NewSquare Capital Newtown Square, Pennsylvania	$4K	$0	1	0%	Maintained
1354	ST Somerset Trust Somerset, Pennsylvania	$4K	+$4.03K	1	0%	New
1355	VNA Valley National Advisers Bethlehem, Pennsylvania	$4K	$0	2	0%	Maintained
1356	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$3K	+$3.13K	1	0%	New
1357	CIM Contravisory Investment Management Norwell, Massachusetts	$3K	$0	1	0%	Maintained
1358	LNB Ledyard National Bank	$3K	-$2.94K	1	0%	Reduced
1359	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$3K	+$3.31K	1	0%	New
1360	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$2.15K	-$4.18K	1	0%	Reduced
1361	Cetera Advisors Denver, Colorado	$2K	+$4.18K	1	0%	New
1362	CFD Creative Financial Designs Kokomo, Indiana	$2K	$0	1	0%	Maintained
1363	HS Horan Securities Cincinnati, United States	$2K	+$2.38K	1	0%	New
1364	Personal Capital Advisors Redwood City, California	$2K	+$4.18K	1	0%	New
1365	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	-$311	2	0%	Reduced
1366	CAM ClariVest Asset Management San Diego, California	$1K	$0	1	0%	Maintained
1367	NR Newfound Research Wellesley Hills, Massachusetts	$1K	-$49	1	0%	Reduced
1368	RI Redwood Investments Boston, Massachusetts	$1K	$0	1	0%	Maintained
1369	SA SRH Advisors Salina, Kansas	$1K	$0	1	0%	Maintained
1370	WA Winfield Associates Cleveland, Ohio	$1K	-$7K	1	0%	Reduced
1371	SLF Sun Life Financial Toronto, Ontario, Canada	$606	+$1.09K	1	0%	New
1372	ED Exane Derivatives Paris, France	$23	-$1.23M	1	0%	Reduced
1373	ALPS Advisors Denver, Colorado	$0	-$1.16M	0	–	Closed
1374	ACM Americafirst Capital Management Roseville, California	$0	-$127K	0	–	Closed
1375	AWA Arete Wealth Advisors Chicago, Illinois	$0	-$339K	0	–	Closed