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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
1476	EA Edge Advisors Atlanta, Georgia	$93K	+$40.9K	1	0.01%	Increased
1477	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$93K	+$33.1K	3	0.07%	Increased
1478	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$93K	+$67.2K	5	0.02%	Increased
1479	WAS Winch Advisory Services Appleton, Wisconsin	$92K	$0	1	0.06%	Maintained
1480	PCP Proficio Capital Partners Newton, Massachusetts	$87K	+$12.7K	4	0.03%	Increased
1481	CHC City Holding Co Charleston, West Virginia	$86K	$0	1	0.03%	Maintained
1482	HFP Holistic Financial Partners Indianapolis, Indiana	$85K	+$83.9K	1	0.07%	New
1483	PMFA Plante Moran Financial Advisors Southfield, Michigan	$85K	+$9.98K	4	0.05%	Increased
1484	PHK Point72 Hong Kong Hong Kong	$83K	-$338K	2	0.06%	Reduced
1485	Rockefeller Financial Services New York	$81K	-$192K	1	0%	Reduced
1486	KA Kaizen Advisory Wheaton, Illinois	$80K	+$78.3K	1	0.05%	New
1487	VCM Versant Capital Management Phoenix, Arizona	$80K	+$8.32K	3	0.03%	Increased
1488	NC NewSquare Capital Newtown Square, Pennsylvania	$79K	+$70.3K	1	0.02%	Increased
1489	AC Avestar Capital New York	$78K	+$91.8K	1	0.06%	New
1490	Global Retirement Partners San Rafael, California	$78K	+$5.59K	3	0.02%	Increased
1491	LWM Lenox Wealth Management Cincinnati, Ohio	$77K	-$23.2K	1	0.02%	Reduced
1492	CPA Cowen Prime Advisors New York	$76K	$0	1	0.04%	Maintained
1493	BDS Banco de Sabadell Miami, Florida	$75K	+$73.8K	1	0.01%	New
1494	BWM Baystate Wealth Management Boston, Massachusetts	$75K	$0	2	0.01%	Maintained
1495	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$75K	+$78.5K	3	0.02%	New
1496	KJWM Kiley Juergens Wealth Management Olympia, Washington	$74K	+$74.6K	3	0.07%	New
1497	PCC Park Circle Company Baltimore, Maryland	$74K	$0	1	0.04%	Maintained
1498	RFM Royal Fund Management Lady Lake, Florida	$73K	$0	1	0.03%	Maintained
1499	GAM Gemmer Asset Management Walnut Creek, California	$70K	+$2.82K	4	0.02%	Increased
1500	JCM Jacobi Capital Management Pittston, Pennsylvania	$69K	+$14.6K	3	0.02%	Increased