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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	FCFS First Command Financial Services Fort Worth, Texas	$124K	$0	1	0.03%	Maintained
1602	GWS Glassman Wealth Services Vienna, Virginia	$123K	-$727	4	0.06%	Reduced
1603	OC Oakworth Capital Birmingham, Alabama	$122K	+$352	1	0.02%	Increased
1604	SBL Sargent Bickham Lagudis Boulder, Colorado	$122K	+$8.63K	4	0.01%	Increased
1605	OIA Optimum Investment Advisors Chicago, Illinois	$119K	+$30.9K	2	0.03%	Increased
1606	WAS WESPAC Advisors SoCal Pasadena, California	$117K	+$118K	2	0.06%	New
1607	KAS Kemnay Advisory Services New York	$116K	-$2.57M	1	0.04%	Reduced
1608	LWS Lucia Wealth Services San Diego, California	$115K	+$116K	1	0.04%	New
1609	SWP Strategic Wealth Partners Independence, Ohio	$115K	$0	1	0.06%	Maintained
1610	WTB Washington Trust Bank Spokane, Washington	$115K	-$70.1K	2	0.02%	Reduced
1611	WAS Winch Advisory Services Appleton, Wisconsin	$115K	$0	1	0.06%	Maintained
1612	AA AlphaMark Advisors Ft. Wright, Kentucky	$112K	$0	1	0.05%	Maintained
1613	Wolverine Asset Management Chicago, Illinois	$111K	-$868K	1	0%	Reduced
1614	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$110K	+$11.8K	3	0.07%	Increased
1615	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$109K	+$1.3K	4	0.06%	Increased
1616	CHC City Holding Co Charleston, West Virginia	$103K	$0	1	0.03%	Maintained
1617	BRC Bell Rock Capital Rehoboth Beach, Delaware	$99K	-$29.5K	1	0.05%	Reduced
1618	DMK David M. Knott	$91K	$0	1	0.03%	Maintained
1619	BCA Benchmark Capital Advisors New York	$89K	+$94.8K	1	0.07%	New
1620	CWM Catamount Wealth Management Westport, Connecticut	$89K	+$3.52K	2	0.04%	Increased
1621	LWM Lenox Wealth Management Cincinnati, Ohio	$89K	-$1.23K	1	0.03%	Reduced
1622	Avantax Planning Partners Dubuque, Iowa	$87K	+$87.1K	2	0.01%	New
1623	PMFA Plante Moran Financial Advisors Southfield, Michigan	$87K	-$23.5K	3	0.03%	Reduced
1624	BFS Baskin Financial Services Toronto, Ontario, Canada	$86K	$0	1	0.02%	Maintained
1625	Brinker Capital Investments Berwyn, Pennsylvania	$86K	+$7.71K	2	0%	Increased