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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	TDC Thompson Davis & Co Richmond, Virginia	$301K	+$94K	4	0.71%	Increased
1402	WP WMS Partners Towson, Maryland	$301K	-$32.6K	1	0.04%	Reduced
1403	JFA Johanson Financial Advisors Campbell, California	$298K	+$285K	1	0.19%	New
1404	Sumitomo Mitsui Financial Group Tokyo, Japan	$295K	+$183K	1	0.03%	Increased
1405	AW Alpha Windward Westwood, Massachusetts	$293K	-$16K	1	0.18%	Reduced
1406	GAMC Garner Asset Management Corp Plano, Texas	$293K	-$5.5K	1	0.23%	Reduced
1407	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$293K	-$104K	1	0.09%	Reduced
1408	MCM MV Capital Management Bethesda, Maryland	$293K	-$1.99K	2	0.08%	Reduced
1409	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$290K	-$55K	1	0.15%	Reduced
1410	NC NewSquare Capital Newtown Square, Pennsylvania	$289K	+$153K	2	0.06%	Increased
1411	LCP Legacy Capital Partners Milwaukee, Wisconsin	$287K	-$102K	1	0.14%	Reduced
1412	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$287K	-$3.37M	1	0.03%	Reduced
1413	MIS Morningstar Investment Services Chicago, Illinois	$286K	-$92.6K	1	0.01%	Reduced
1414	LA LVW Advisors Pittsford, New York	$284K	-$56.8K	1	0.09%	Reduced
1415	MFG Monte Financial Group Guilford, Connecticut	$282K	+$26.9K	1	0.29%	Increased
1416	NB Nicolet Bankshares Green Bay, Wisconsin	$282K	$0	1	0.12%	Maintained
1417	HI Hudock Inc Williamsport, Pennsylvania	$281K	-$22.9K	2	0.11%	Reduced
1418	CA Corrado Advisors Ramsey, New Jersey	$278K	-$22.1K	1	0.17%	Reduced
1419	GS Gagnon Securities New York	$278K	+$32.4K	1	0.08%	Increased
1420	GBA Garrison Bradford & Associates New York	$278K	-$52.4K	1	0.23%	Reduced
1421	TTWM TCV Trust & Wealth Management Richmond, Virginia	$276K	+$11.5K	1	0.04%	Increased
1422	FDS First Dallas Securities Dallas, Texas	$275K	+$7.97K	1	0.18%	Increased
1423	CA Cambridge Advisors Omaha, Nebraska	$274K	$0	1	0.1%	Maintained
1424	LC LCNB Corp Lebanon, Ohio	$273K	+$7.17K	1	0.25%	Increased
1425	AWM Altavista Wealth Management Asheville, North Carolina	$272K	-$65.5K	1	0.11%	Reduced