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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
1501	WhitTier Trust Company Reno, Nevada	$1.76M	-$196K	10	0.03%	Reduced
1502	BWM Brown Wealth Management Naperville, Illinois	$1.75M	+$312K	2	0.39%	Increased
1503	Cable Car Capital San Francisco, California	$1.75M	+$446K	5	0.04%	Increased
1504	FI Finivi Inc Westborough, Massachusetts	$1.74M	-$938K	1	0.89%	Reduced
1505	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$1.73M	+$467K	1	0.16%	Increased
1506	KIM Kurv Investment Management San Francisco, California	$1.73M	+$190K	1	1.04%	Increased
1507	AIM Aigen Investment Management New York	$1.73M	+$1.01M	1	0.47%	Increased
1508	AI AXS Investments Port Chester, New York	$1.72M	+$58.1K	3	0.49%	Increased
1509	Westwood Holdings Group Dallas, Texas	$1.71M	-$346K	2	0.01%	Reduced
1510	PTC Private Trust Company Cleveland, Ohio	$1.71M	-$70.9K	13	0.14%	Reduced
1511	WesBanco Bank Wheeling, West Virginia	$1.69M	+$170K	3	0.04%	Increased
1512	FCG Fielder Capital Group Nashville, Tennessee	$1.69M	+$57.2K	1	0.37%	Increased
1513	DFG Dupree Financial Group Lexington, Kentucky	$1.69M	+$23.6K	1	0.63%	Increased
1514	FCP Fidelis Capital Partners Tampa, Florida	$1.68M	+$94.4K	1	0.1%	Increased
1515	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$1.68M	-$221K	4	0.28%	Reduced
1516	PCMF Private Capital Management (Florida) Naples, Florida	$1.68M	-$164K	2	0.15%	Reduced
1517	TDB Thompson David Blair	$1.68M	+$776K	2	0.84%	Increased
1518	OGC Oak Grove Capital North Hampton, New Hampshire	$1.67M	-$469K	2	0.08%	Reduced
1519	BFA Brown Financial Advisors Milford, Ohio	$1.67M	+$81.1K	3	0.58%	Increased
1520	MC Mayar Capital London, United Kingdom	$1.67M	-$2.11M	1	1.87%	Reduced
1521	AF AGP Franklin Franklin, Tennessee	$1.67M	+$195K	1	0.72%	Increased
1522	MK MASTERINVEST Kapitalanlage Vienna,	$1.67M	+$503K	2	0.14%	Increased
1523	PW Paladin Wealth Arden Hills, Minnesota	$1.67M	+$268K	3	0.97%	Increased
1524	CCP Cunning Capital Partners Morrisville, North Carolina	$1.67M	$0	1	0.67%	Maintained
1525	Crestwood Advisors Group Boston, Massachusetts	$1.66M	-$193K	4	0.02%	Reduced