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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	BWM Baystate Wealth Management Boston, Massachusetts	$68K	$0	2	0.01%	Maintained
1552	RWG Regal Wealth Group Seal Beach, California	$67K	$0	2	0.05%	Maintained
1553	CB Community Bank Dewitt, New York	$65K	$0	1	0.01%	Maintained
1554	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$64K	+$6.82K	3	0.03%	Increased
1555	FBC Fairfield, Bush & Co Darien, Connecticut	$64K	+$59.7K	1	0.02%	New
1556	MCF Advisors Covington, Kentucky	$64K	+$3.67K	2	0.01%	Increased
1557	PK Pflug Koory Omaha, Nebraska	$64K	$0	1	0.05%	Maintained
1558	TW Transform Wealth Greenwood Village, Colorado	$63K	$0	1	0.01%	Maintained
1559	RWA Wealth Partners Newton, Massachusetts	$61K	-$523K	2	0.01%	Reduced
1560	VCM Vigilant Capital Management Portland, Maine	$61K	+$63.5K	1	0.01%	New
1561	PWAG Polaris Wealth Advisory Group San Rafael, California	$60K	+$63.1K	1	0%	New
1562	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$60K	$0	1	0.04%	Maintained
1563	CBT Central Bank & Trust Lexington, Kentucky	$59K	$0	1	0.01%	Maintained
1564	LWM Lenox Wealth Management Cincinnati, Ohio	$59K	-$21.1K	1	0.02%	Reduced
1565	CAC Certified Advisory Corp Altamonte Springs, Florida	$56K	$0	3	0.03%	Maintained
1566	WPA West Paces Advisors Atlanta, Georgia	$55.5K	$0	1	0.04%	Maintained
1567	EARNEST Partners Atlanta, Georgia	$54K	$0	4	0%	Maintained
1568	ACS Archford Capital Strategies Swansea, Illinois	$53K	+$57.3K	2	0.02%	New
1569	TCI Wealth Advisors Tucson, Arizona	$53K	-$16K	5	0.02%	Reduced
1570	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$53K	-$5.31K	1	0.04%	Reduced
1571	VanEck Associates New York	$50K	-$2.62K	1	0%	Reduced
1572	Bartlett & Co Wealth Management Cincinnati, Ohio	$49K	+$51.1K	1	0%	New
1573	Bartlett & Co Cincinnati, Ohio	$49K	$0	1	0%	Maintained
1574	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$47K	+$3.97K	1	0.03%	Increased
1575	SIM Sonora Investment Management Tucson, Arizona	$46.9K	+$11.9K	2	0.01%	Increased