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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
1451	SBL Sargent Bickham Lagudis Boulder, Colorado	$134K	+$6.28K	5	0.02%	Increased
1452	C Cerebellum San Francisco, California	$131K	+$129K	1	0.09%	New
1453	Perigon Wealth Management San Francisco, California	$131K	-$954K	2	0.05%	Reduced
1454	WCM Whitener Capital Management Rocky Mount, North Carolina	$131K	+$131K	2	0.11%	New
1455	OWA One Wealth Advisors San Francisco, California	$129K	+$126K	2	0.1%	New
1456	GEA Glen Eagle Advisors Kingston, New Jersey	$128K	+$124K	1	0.11%	Increased
1457	LC Landaas & Company Milwaukee, Wisconsin	$120K	$0	1	0.1%	Maintained
1458	OC Oakworth Capital Birmingham, Alabama	$119K	+$11.5K	2	0.03%	Increased
1459	CWM Catamount Wealth Management Westport, Connecticut	$118K	+$84.2K	2	0.07%	Increased
1460	Inspire Investing Meridian, Idaho	$117K	+$116K	2	0.1%	New
1461	FRA Front Row Advisors Tiburon, California	$113K	+$110K	2	0.09%	New
1462	RPG Risk Paradigm Group Austin, Texas	$113K	+$81.7K	1	0.12%	Increased
1463	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$109K	-$26K	1	0.06%	Reduced
1464	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$109K	+$33.7K	4	0.04%	Increased
1465	TL TrueWealth LLC Atlanta, Georgia	$109K	+$108K	3	0.05%	New
1466	Balentine LLC Atlanta, Georgia	$108K	-$71.9K	2	0.01%	Reduced
1467	AIM Arcadia Investment Management Kalamazoo, Michigan	$106K	+$72.3K	1	0.03%	Increased
1468	WIM Wittenberg Investment Management Carlisle, Massachusetts	$106K	$0	1	0.05%	Maintained
1469	CPP Crow Point Partners Boston, Massachusetts	$104K	-$22.1K	1	0.02%	Reduced
1470	DSC Duncker Streett & Co St. Louis, Missouri	$103K	$0	1	0.03%	Maintained
1471	VIA Vantage Investment Advisors State College, Pennsylvania	$102K	$0	1	0.02%	Maintained
1472	FWM Focused Wealth Management Newburgh, New York	$100K	+$15.9K	3	0.03%	Increased
1473	FCB First Command Bank Fort Worth, Texas	$97K	$0	1	0.05%	Maintained
1474	FCFS First Command Financial Services Fort Worth, Texas	$97K	$0	1	0.05%	Maintained
1475	AA AlphaMark Advisors Ft. Wright, Kentucky	$94K	$0	1	0.04%	Maintained