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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	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$331K	+$1.43K	3	0.17%	Increased
1377	HM Payson & Co Portland, Maine	$327K	+$20.3K	1	0.01%	Increased
1378	Mission Wealth Management Santa Barbara, California	$327K	+$76.3K	1	0.05%	Increased
1379	NFG Nations Financial Group Cedar Rapids, Iowa	$327K	+$292K	1	0.27%	New
1380	YMRC Yorktown Management & Research Company Forest, Virginia	$325K	+$311K	1	0.09%	New
1381	GAG GM Advisory Group Melville, New York	$324K	-$121K	1	0.1%	Reduced
1382	TC Truvestments Capital Sarasota, Florida	$324K	+$310K	1	0.2%	New
1383	1WA 180 Wealth Advisors Federal Way, Washington	$323K	-$877	1	0.16%	Reduced
1384	CBT Capital Bank & Trust Irvine, California	$323K	+$66.1K	2	0%	Increased
1385	VIM Veritas Investment Management London, United Kingdom	$323K	$0	1	0.04%	Maintained
1386	CA Cornerstone Advisory Hunt Valley, Maryland	$322K	-$13.9K	1	0.11%	Reduced
1387	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$320K	$0	1	0.09%	Maintained
1388	CAM Concorde Asset Management Ann Arbor, Michigan	$314K	-$17.5K	1	0.36%	Reduced
1389	SMC Smith, Moore & Co Clayton, Missouri	$314K	-$16.4K	1	0.08%	Reduced
1390	FC Fairpointe Capital Chicago, Illinois	$313K	+$411K	1	0.01%	New
1391	Citizens Financial Group Providence, Rhode Island	$312K	-$9.96K	2	0.03%	Reduced
1392	HIC Holderness Investments Company Greensboro, North Carolina	$312K	$0	1	0.15%	Maintained
1393	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$312K	$0	1	0.28%	Maintained
1394	FA Fortis Advisors Wayne, Pennsylvania	$311K	+$135K	2	0.18%	Increased
1395	Integrated Wealth Concepts Waltham, Massachusetts	$311K	+$18.5K	1	0.11%	Increased
1396	MC Middleton & Co Boston, Massachusetts	$309K	+$296K	1	0.05%	New
1397	IC InterOcean Capital Chicago, Illinois	$306K	$0	1	0.04%	Maintained
1398	CC Courier Capital Buffalo, New York	$305K	$0	1	0.04%	Maintained
1399	Crestwood Advisors Group Boston, Massachusetts	$301K	-$16.3K	1	0.02%	Reduced
1400	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$301K	$0	1	0.03%	Maintained