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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	LCP Legacy Capital Partners Milwaukee, Wisconsin	$428K	+$43.2K	1	0.19%	Increased
1552	TPWA TRUE Private Wealth Advisors Salem, Oregon	$425K	-$821	2	0.07%	Reduced
1553	AAC Acorn Advisory Capital New York	$424K	$0	1	0.56%	Maintained
1554	GIM Groesbeck Investment Management Paramus, New Jersey	$424K	-$648K	1	0.34%	Reduced
1555	CCT Capital City Trust Tallahassee, Florida	$423K	-$18.3K	1	0.17%	Reduced
1556	AH Allen Holding New York	$422K	$0	1	0.06%	Maintained
1557	SIM SSI Investment Management Los Angeles, California	$422K	-$1.88K	1	0.03%	Reduced
1558	HRT Financial New York	$420K	+$91.1K	2	0.03%	Increased
1559	LC Lindbrook Capital Calabasas, California	$420K	+$19.9K	5	0.16%	Increased
1560	Lido Advisors Los Angeles, California	$418K	-$328K	1	0.02%	Reduced
1561	PHS Pekin Hardy Strauss Chicago, Illinois	$413K	+$60.4K	1	0.08%	Increased
1562	Accredited Investors Edina, Minnesota	$409K	+$1.33K	1	0.08%	Increased
1563	SAM Selway Asset Management	$408K	$0	1	0.27%	Maintained
1564	TIS Tortoise Index Solutions Overland Park, Kansas	$408K	+$22K	2	0.12%	Increased
1565	DMC Drexel Morgan & Co Radnor, Pennsylvania	$403K	$0	1	0.31%	Maintained
1566	WEC Winslow Evans & Crocker Boston, Massachusetts	$402K	+$10.1K	2	0.11%	Increased
1567	JWM JGP Wealth Management Bend, Oregon	$399K	+$21.3K	1	0.14%	Increased
1568	SFM Systematic Financial Management Teaneck, New Jersey	$398K	-$129K	1	0.02%	Reduced
1569	Holocene Advisors New York	$397K	-$25.1M	1	0.01%	Reduced
1570	GAG GM Advisory Group Melville, New York	$396K	-$47.7K	1	0.12%	Reduced
1571	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$396K	+$64.8K	1	0.45%	Increased
1572	HCM HGI Capital Management New York	$395K	$0	1	0.18%	Maintained
1573	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$395K	$0	1	0.04%	Maintained
1574	NB Nicolet Bankshares Green Bay, Wisconsin	$395K	+$19.4K	1	0.16%	Increased
1575	WA WBH Advisory Baltimore, Maryland	$395K	-$111K	1	0.09%	Reduced