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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
1551	DMK David M. Knott	$29K	$0	1	0.01%	Maintained
1552	DSN D. Scott Neal Lexington, Kentucky	$29K	$0	1	0.02%	Maintained
1553	HT Heritage Trust Oklahoma City, Oklahoma	$29K	-$137K	1	0.01%	Reduced
1554	NCM Nelson Capital Management Menlo Park, California	$29K	$0	1	0.01%	Maintained
1555	WB Webster Bank Waterbury, Connecticut	$28K	-$242K	1	0%	Reduced
1556	SIM Sonora Investment Management Tucson, Arizona	$27.9K	$0	2	0%	Maintained
1557	DAM Delta Asset Management Memphis, Tennessee	$27K	-$3.25K	2	0%	Reduced
1558	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$26K	+$26K	2	0.02%	New
1559	RIA RPG Investment Advisory Pleasanton, California	$26K	-$3.62K	1	0.01%	Reduced
1560	TFA Toth Financial Advisory Leesburg, Virginia	$26K	+$27K	2	0.01%	New
1561	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$25K	+$24.6K	1	0.1%	New
1562	WAM Watermark Asset Management San Ramon, California	$25K	$0	1	0.01%	Maintained
1563	AIM Anchor Investment Management Columbia, South Carolina	$24.7K	-$28.9K	1	0.01%	Reduced
1564	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$23K	+$14K	1	0.02%	Increased
1565	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$21K	+$22K	1	0.02%	New
1566	AI ArchPoint Investors Coral Gables, Florida	$20K	+$3.59K	1	0.01%	Increased
1567	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$20K	$0	1	0.01%	Maintained
1568	PW Price Wealth Austin, Texas	$19K	+$19.2K	1	0.01%	New
1569	PGA Premia Global Advisors Coral Gables, Florida	$18K	+$17.8K	1	0.02%	New
1570	DBT Dubuque Bank & Trust Dubuque, Iowa	$17K	$0	1	0%	Maintained
1571	OFW Omnia Family Wealth Aventura, Florida	$17K	+$7.89K	2	0.01%	Increased
1572	WA Winfield Associates Cleveland, Ohio	$17K	-$659	2	0.01%	Reduced
1573	CIM Contravisory Investment Management Norwell, Massachusetts	$16K	-$4.92K	1	0.01%	Reduced
1574	PO Private Ocean San Rafael, California	$16K	+$16.2K	1	0.01%	New
1575	RPC Rossmore Private Capital Glastonbury, Connecticut	$15.8K	+$15.5K	1	0.02%	New