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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
1426	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1427	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	-$186	2	0%	Reduced
1428	GEA Glen Eagle Advisors Kingston, New Jersey	$1.28K	$0	1	0%	Maintained
1429	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$1K	$0	1	0%	Maintained
1430	NR Newfound Research Wellesley Hills, Massachusetts	$1K	-$83	1	0%	Reduced
1431	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1K	+$1.02K	1	0%	New
1432	AIM Acrospire Investment Management Chicago, Illinois	$0	-$218K	0	–	Closed
1433	AIP Almanack Investment Partners Wayne, Pennsylvania	$0	-$117K	0	–	Closed
1434	AFG American Financial Group Cincinnati, Ohio	$0	-$3.11M	0	–	Closed
1435	AIP ARS Investment Partners New York	$0	-$43K	0	–	Closed
1436	AP Atwood & Palmer Kansas City, Missouri	$0	+$105	1	0%	New
1437	BP Banbury Partners Charlotte, North Carolina	$0	-$25.6M	0	–	Closed
1438	Banco Santander Madrid, Spain	$0	-$22.4M	0	–	Closed
1439	BFG Beacon Financial Group Dallas, Texas	$0	-$581K	0	–	Closed
1440	B Bellecapital Zurich, Switzerland	$0	-$235K	0	–	Closed
1441	BW Biegel & Waller Columbia, Maryland	$0	-$5.89M	0	–	Closed
1442	Bowie Capital Management Richardson, Texas	$0	-$2.42M	0	–	Closed
1443	BPM Bronson Point Management Fairfield, Connecticut	$0	-$1.35M	0	–	Closed
1444	BWA Burt Wealth Advisors North Bethesda, Maryland	$0	-$42K	0	–	Closed
1445	CCM Cadian Capital Management New York	$0	-$25.3M	0	–	Closed
1446	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$112K	0	–	Closed
1447	CAPTRUST Financial Advisors Raleigh, North Carolina	$0	$0	0	–	Closed
1448	CG Clinton Group New York	$0	-$10K	0	–	Closed
1449	CFM Coronation Fund Managers Cape Town, South Africa	$0	-$13.1M	0	–	Closed
1450	Corvex Management New York	$0	-$23M	0	–	Closed