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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
1401	GJIC Gamble Jones Investment Counsel Pasadena, California	$221K	+$217K	1	0.02%	New
1402	HCM Horan Capital Management Hunt Valley, Maryland	$221K	+$234K	1	0.04%	New
1403	NL NWAM LLC Mercer Island, Washington	$221K	-$137K	1	0.06%	Reduced
1404	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$221K	+$217K	1	0.09%	New
1405	Capstone Investment Advisors New York	$220K	-$1.22M	1	0.01%	Reduced
1406	KCPG Kavar Capital Partners Group Leawood, Kansas	$220K	+$216K	1	0.12%	New
1407	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$218K	+$226K	1	0.16%	New
1408	FDS First Dallas Securities Dallas, Texas	$217K	+$213K	1	0.14%	New
1409	GS Gagnon Securities New York	$217K	-$38.1K	1	0.08%	Reduced
1410	CFA Carroll Financial Associates Charlotte, North Carolina	$215K	-$8.24K	2	0.02%	Reduced
1411	KIA KCM Investment Advisors Greenbrae, California	$215K	+$211K	1	0.01%	New
1412	ACM Aviance Capital Management Sarasota, Florida	$213K	-$769K	1	0.02%	Reduced
1413	Evercore Wealth Management New York	$213K	+$89.3K	1	0.01%	Increased
1414	BI Bramshill Investments Naples, Florida	$211K	+$208K	1	0.06%	New
1415	TC Trilogy Capital Irvine, California	$211K	+$220K	1	0.03%	New
1416	MRCM M&R Capital Management Summit, New Jersey	$209K	+$177K	1	0.05%	Increased
1417	IGGA Iron Gate Global Advisors Nsl, Utah	$208K	+$204K	1	0.18%	New
1418	Mission Wealth Management Santa Barbara, California	$206K	+$202K	1	0.04%	New
1419	OneDigital Investment Advisors Overland Park, Kansas	$203K	+$34.7K	4	0.02%	Increased
1420	Dynamic Advisor Solutions Phoenix, Arizona	$201K	+$198K	1	0.07%	New
1421	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$201K	+$197K	1	0.66%	New
1422	LJHT Laurie J. Hall Trustee	$199K	+$72.2K	1	0.11%	Increased
1423	UA Unison Advisors Washington, District of Columbia	$198K	+$206K	1	0.14%	New
1424	TDC Thompson Davis & Co Richmond, Virginia	$197K	-$145K	3	0.38%	Reduced
1425	TCM Tradewinds Capital Management Bellingham, Washington	$196K	+$1.16K	1	0.1%	Increased