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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
1376	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$2.37M	-$233K	6	0.15%	Reduced
1377	Procyon Advisors Shelton, Connecticut	$2.36M	+$253K	3	0.1%	Increased
1378	Dynamic Advisor Solutions Phoenix, Arizona	$2.36M	-$3.01M	8	0.07%	Reduced
1379	SAW Signal Advisors Wealth Detroit, Michigan	$2.35M	+$393K	2	0.12%	Increased
1380	RIM Redwood Investment Management Scottsdale, Arizona	$2.35M	+$2.55M	2	0.23%	New
1381	LT Legacy Trust Grand Rapids, Michigan	$2.35M	+$73.1K	1	0.42%	Increased
1382	JEST JTC Employer Solutions Trustee St Helier, Jersey	$2.35M	$0	10	0.19%	Maintained
1383	AWM Activest Wealth Management Aventure, Florida	$2.3M	-$6.12K	25	0.45%	Reduced
1384	AEGON Asset Management (UK) Edinburgh, United Kingdom	$2.3M	+$371K	1	0.02%	Increased
1385	AIA AIMZ Investment Advisors Los Altos, California	$2.3M	-$6.96K	1	0.63%	Reduced
1386	Hantz Financial Services Southfield, Michigan	$2.29M	-$305K	12	0.03%	Reduced
1387	CWM Cornerstone Wealth Management St. Peters, Missouri	$2.28M	+$410K	6	0.1%	Increased
1388	RCA Resonant Capital Advisors Madison, Wisconsin	$2.28M	+$135K	2	0.11%	Increased
1389	QAM Q3 Asset Management Birmingham, Michigan	$2.28M	+$1.52M	3	0.42%	Increased
1390	MIM Marco Investment Management Atlanta, Georgia	$2.27M	-$150K	1	0.15%	Reduced
1391	Simplicity Wealth Summit, New Jersey	$2.27M	-$1.71M	6	0.08%	Reduced
1392	NFG Norris Financial Group Greenville, South Carolina	$2.27M	+$194K	1	0.9%	Increased
1393	MWM Maripau Wealth Management Fort Wayne, Indiana	$2.27M	+$391K	3	0.81%	Increased
1394	Annex Advisory Services Brookfield, Wisconsin	$2.26M	-$36.1M	2	0.04%	Reduced
1395	PHS Pekin Hardy Strauss Chicago, Illinois	$2.26M	-$869K	5	0.2%	Reduced
1396	HCI Harraden Circle Investments New York	$2.26M	+$2.78M	2	0.29%	Increased
1397	RWA Wealth Partners Newton, Massachusetts	$2.22M	+$973K	3	0.02%	Increased
1398	HRC Hoertkorn Richard Charles	$2.22M	+$985K	1	1.49%	Increased
1399	FAM Formidable Asset Management Cincinnati, Ohio	$2.22M	+$569K	2	0.35%	Increased
1400	Focus Partners Advisor Solutions Saint Louis, Missouri	$2.21M	-$2.6M	7	0.02%	Reduced