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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	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$163K	+$161K	2	0.03%	New
1477	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$161K	+$169K	2	0.06%	New
1478	TI Telemetry Investments New York	$160K	+$207K	1	0.06%	New
1479	IDBONY Israel Discount Bank of New York New York	$157K	$0	2	0.1%	Maintained
1480	DOA D'Orazio & Associates Falls Church, Virginia	$154K	-$1K	2	0.06%	Reduced
1481	WTB Washington Trust Bank Spokane, Washington	$154K	-$34.6K	3	0.02%	Reduced
1482	FA Fortis Advisors Wayne, Pennsylvania	$152K	$0	1	0.08%	Maintained
1483	NSIM North Star Investment Management Chicago, Illinois	$152K	-$7.82K	2	0.02%	Reduced
1484	HFM Hartford Financial Management Hartford, Connecticut	$151K	$0	1	0.08%	Maintained
1485	PVWM Point View Wealth Management Summit, New Jersey	$149K	-$65.7K	1	0.07%	Reduced
1486	Perigon Wealth Management San Francisco, California	$148K	-$2.62K	2	0.05%	Reduced
1487	UA Unison Advisors Washington, District of Columbia	$143K	+$3.46K	1	0.11%	Increased
1488	WIM Wittenberg Investment Management Carlisle, Massachusetts	$142K	+$39.2K	1	0.06%	Increased
1489	JCM Jacobi Capital Management Pittston, Pennsylvania	$140K	+$72.9K	3	0.04%	Increased
1490	BWA BDO Wealth Advisors Jacksonville, Florida	$139K	-$44.4K	2	0.05%	Reduced
1491	CCA Cruiser Capital Advisors Stamford, Connecticut	$139K	+$180K	1	0.09%	New
1492	LWA Lenox Wealth Advisors New York	$135K	+$100K	2	0.03%	Increased
1493	SBL Sargent Bickham Lagudis Boulder, Colorado	$134K	-$3K	4	0.02%	Reduced
1494	Avantax Planning Partners Dubuque, Iowa	$132K	+$140K	3	0.01%	New
1495	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$131K	-$22.3K	2	0.05%	Reduced
1496	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$129K	+$138K	2	0.02%	New
1497	WDL Well Done LLC Holland, Michigan	$128K	+$133K	1	0.04%	New
1498	EPM Equitec Proprietary Markets Chicago, Illinois	$127K	+$268K	1	0.04%	New
1499	KCM Kempner Capital Management Galveston, Texas	$126K	+$163K	1	0.09%	New
1500	PMFA Plante Moran Financial Advisors Southfield, Michigan	$125K	+$39.3K	4	0.07%	Increased