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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
1576	Brinker Capital Investments Berwyn, Pennsylvania	$15K	$0	1	0%	Maintained
1577	CFN Cordasco Financial Network Naples, Florida	$15K	+$7.23K	1	0.02%	Increased
1578	FWC First Washington Corp Seattle, Washington	$15K	$0	1	0.01%	Maintained
1579	PCA Providence Capital Advisors Charlotte, North Carolina	$15K	+$14.6K	1	0.01%	New
1580	TCM TD Capital Management Memphis, Tennessee	$15K	+$14.2K	1	0%	New
1581	VNA Valley National Advisers Bethlehem, Pennsylvania	$15K	$0	3	0.01%	Maintained
1582	MWM Mascoma Wealth Management Hanover, New Hampshire	$13K	$0	1	0.01%	Maintained
1583	CCM Cribstone Capital Management Augusta, Maine	$12K	+$1.95K	2	0.01%	Increased
1584	KTM Keeler Thomas Management Orem, Utah	$12K	+$12.1K	1	0.01%	New
1585	LF Lee Financial Dallas, Texas	$12K	$0	1	0%	Maintained
1586	AGA Accuvest Global Advisors Provo, Utah	$11K	-$1.5K	2	0.01%	Reduced
1587	Bogart Wealth LLC Mclean, Virginia	$11K	-$6K	1	0.01%	Reduced
1588	Chicago Partners Investment Group Chicago, Illinois	$11K	$0	1	0%	Maintained
1589	HS Horan Securities Cincinnati, United States	$11K	-$2.17K	1	0.01%	Reduced
1590	Pathstone Family Office Englewood, New Jersey	$11K	-$8K	1	0.01%	Reduced
1591	DVM Dreman Value Management West Palm Beach, Florida	$10K	$0	1	0.01%	Maintained
1592	FIB First Interstate Bank Billings, Montana	$10K	$0	1	0%	Maintained
1593	HMS Hanseatic Management Services Albuquerque, New Mexico	$10K	+$10.3K	1	0.01%	New
1594	MCM Mainstay Capital Management Grand Blanc, Michigan	$10K	+$5.11K	1	0.01%	New
1595	EWM Edge Wealth Management New York	$9K	+$8.63K	2	0%	New
1596	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$8K	+$5.38K	2	0.01%	New
1597	SHJ Sharkey, Howes & Javer Denver, Colorado	$8K	$0	1	0%	Maintained
1598	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$7K	$0	1	0.01%	Maintained
1599	FMP Financial Management Professionals Austin, Texas	$7K	+$1.98K	2	0%	Increased
1600	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$7K	+$7.23K	1	0.01%	New