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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
1601	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$46K	-$5.98K	1	0.03%	Reduced
1602	GFP Gryphon Financial Partners Columbus, Ohio	$45K	+$7.03K	3	0.02%	Increased
1603	LFA Legacy Financial Advisors Covington, Kentucky	$45K	+$1.12K	2	0.02%	Increased
1604	WAM Watermark Asset Management San Ramon, California	$45K	$0	1	0.02%	Maintained
1605	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$43K	$0	1	0.02%	Maintained
1606	TFO Tarbox Family Office Newport Beach, California	$43K	$0	1	0.02%	Maintained
1607	BCM Blume Capital Management Berkeley, California	$42K	$0	1	0.02%	Maintained
1608	BAMG Brand Asset Management Group Chesterfield, Missouri	$42K	+$40.6K	1	0.03%	New
1609	HT Heritage Trust Oklahoma City, Oklahoma	$42K	+$9.56K	1	0.02%	Increased
1610	Pathstone Family Office Englewood, New Jersey	$40K	+$18K	1	0.03%	Increased
1611	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$39K	-$507	4	0.03%	Reduced
1612	TG TLP Group Evanston, Illinois	$39K	-$175K	1	0.06%	Reduced
1613	DAM Delta Asset Management Memphis, Tennessee	$37K	$0	3	0.01%	Maintained
1614	PK Pflug Koory Omaha, Nebraska	$37K	-$31.9K	1	0.03%	Reduced
1615	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$37K	$0	2	0.03%	Maintained
1616	Armistice Capital New York	$36K	-$518K	1	0%	Reduced
1617	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$36K	$0	1	0.02%	Maintained
1618	AI ArchPoint Investors Coral Gables, Florida	$35K	$0	1	0.01%	Maintained
1619	WWM Willingdon Wealth Management Huntersville, North Carolina	$35K	$0	1	0.01%	Maintained
1620	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$33K	+$8.38K	3	0.02%	Increased
1621	FIG Fortress Investment Group New York	$31K	$0	1	0%	Maintained
1622	GSC G&S Capital Denver, Colorado	$31K	$0	1	0.02%	Maintained
1623	WA WealthTrust-Arizona Scottsdale, Arizona	$31K	-$2.31K	2	0.02%	Reduced
1624	CFD Creative Financial Designs Kokomo, Indiana	$30K	-$406	2	0.02%	Reduced
1625	PW Price Wealth Austin, Texas	$30K	+$17.9K	1	0.01%	Increased