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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
1526	WAS Winch Advisory Services Appleton, Wisconsin	$95K	$0	1	0.06%	Maintained
1527	Patriot Financial Group Insurance Agency Westborough, Massachusetts	$93K	+$180	3	0.07%	Increased
1528	City Holding Co Charleston, West Virginia	$89K	$0	1	0.03%	Maintained
1529	JNBA Financial Advisors Bloomington, Minnesota	$89K	-$80K	1	0.02%	Reduced
1530	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$87K	-$187K	1	0%	Reduced
1531	TL TrueWealth LLC Atlanta, Georgia	$87K	-$27.8K	3	0.04%	Reduced
1532	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$85K	+$88.5K	2	0.06%	New
1533	Fuller & Thaler Asset Management San Mateo, California	$85K	+$45.2K	1	0%	Increased
1534	Proficio Capital Partners Newton, Massachusetts	$84K	-$2.67K	4	0.02%	Reduced
1535	Rockefeller Capital Management New York	$83K	+$87.2K	1	0%	New
1536	KA Kaizen Advisory Wheaton, Illinois	$82K	$0	1	0.08%	Maintained
1537	Allworth Financial Folsom, California	$81K	+$15.8K	2	0.01%	Increased
1538	Brinker Capital Investments Berwyn, Pennsylvania	$81K	+$68.4K	1	0%	Increased
1539	NewSquare Capital Newtown Square, Pennsylvania	$81K	$0	1	0.02%	Maintained
1540	DRW Securities Chicago, Illinois	$80K	-$1.09M	1	0.01%	Reduced
1541	CPA Cowen Prime Advisors New York	$78K	$0	1	0.04%	Maintained
1542	SJIM St. Johns Investment Management Jacksonville, Florida	$78K	+$82.2K	2	0.06%	New
1543	Gemmer Asset Management Walnut Creek, California	$77K	+$6.48K	5	0.03%	Increased
1544	HFP Holistic Financial Partners Indianapolis, Indiana	$76K	-$12.7K	1	0.06%	Reduced
1545	Crewe Advisors Salt Lake City, Utah	$74K	+$11.3K	2	0.07%	Increased
1546	Versant Capital Management Phoenix, Arizona	$73K	-$9.47K	3	0.03%	Reduced
1547	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$72K	-$19.3K	1	0.04%	Reduced
1548	FPS Fieldpoint Private Securities Greenwich, Connecticut	$71K	+$19K	1	0.03%	Increased
1549	DSC Duncker Streett & Co St. Louis, Missouri	$69K	-$39.7K	1	0.02%	Reduced
1550	Raffa Wealth Management Washington, District of Columbia	$68.5K	+$7.97K	2	0.03%	Increased