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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	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$231K	$0	1	0.13%	Maintained
1427	CBT Capital Bank & Trust Irvine, California	$230K	-$95.2K	1	0%	Reduced
1428	CL CPWM LLC Seattle, Washington	$230K	+$240K	1	0.04%	New
1429	FAB First American Bank Dundee, Illinois	$230K	$0	1	0.02%	Maintained
1430	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$228K	$0	1	0.1%	Maintained
1431	CFA Carroll Financial Associates Charlotte, North Carolina	$227K	+$4.44K	2	0.02%	Increased
1432	Intact Investment Management Montreal, Quebec, Canada	$227K	-$45.2K	1	0.01%	Reduced
1433	KCPG Kavar Capital Partners Group Leawood, Kansas	$227K	$0	1	0.12%	Maintained
1434	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$225K	-$3.32M	1	0.02%	Reduced
1435	Mission Wealth Management Santa Barbara, California	$225K	+$13.9K	1	0.04%	Increased
1436	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$224K	+$121K	4	0.05%	Increased
1437	GS Gagnon Securities New York	$223K	-$1.43K	1	0.08%	Reduced
1438	GIA Gargoyle Investment Advisor Englewood, New Jersey	$219K	+$283K	1	0.09%	New
1439	BI Bramshill Investments Naples, Florida	$218K	$0	1	0.07%	Maintained
1440	CW Cobiz Wealth Denver, Colorado	$216K	-$53.3K	1	0.05%	Reduced
1441	GP Girard Partners King Of Prussia, Pennsylvania	$216K	+$226K	1	0.05%	New
1442	BCWM Blue Chip Wealth Management Miami Beach, Florida	$215K	+$225K	1	0.22%	New
1443	CT Coastline Trust Providence, Rhode Island	$215K	+$225K	1	0.03%	New
1444	Edmond de Rothschild Holding Chambesy, Switzerland	$215K	-$150K	4	0.01%	Reduced
1445	VC Vicus Capital State College, Pennsylvania	$215K	-$44.9K	1	0.04%	Reduced
1446	IGGA Iron Gate Global Advisors Nsl, Utah	$214K	$0	1	0.16%	Maintained
1447	ANRIA American National Registered Investment Advisor Galveston, Texas	$212K	$0	1	0.11%	Maintained
1448	BA BKS Advisors Southfield, Michigan	$210K	+$220K	1	0.08%	New
1449	CPH C Partners Holding Zurich, Switzerland	$209K	-$49.4K	1	0.09%	Reduced
1450	Algert Global San Francisco, California	$207K	-$291K	1	0.04%	Reduced