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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	Cookson Peirce & Co Pittsburgh, Pennsylvania	$248K	-$49.4M	1	0.02%	Reduced
1602	Avantax Planning Partners Dubuque, Iowa	$246K	+$162K	1	0.02%	Increased
1603	KCPG Kavar Capital Partners Group Leawood, Kansas	$246K	-$5.41K	1	0.13%	Reduced
1604	Accredited Investors Edina, Minnesota	$245K	+$242K	1	0.05%	New
1605	AW Alpha Windward Westwood, Massachusetts	$245K	-$22.9K	1	0.18%	Reduced
1606	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$244K	+$242K	1	0.26%	New
1607	RIA Regal Investment Advisors Kentwood, Michigan	$243K	+$36.2K	1	0.05%	Increased
1608	FAS Formuepleje A/S Aarhus C, Denmark	$241K	-$37.6K	1	0.03%	Reduced
1609	FA FCG Advisors Chatham, New Jersey	$241K	-$3.32K	1	0.09%	Reduced
1610	IGGA Iron Gate Global Advisors Nsl, Utah	$239K	$0	1	0.18%	Maintained
1611	SAS Stelac Advisory Services New York	$239K	-$1.44M	1	0.12%	Reduced
1612	TFS TrustCore Financial Services Brentwood, Tennessee	$237K	-$183K	1	0.13%	Reduced
1613	BA Bard Associates Chicago, Illinois	$236K	-$41K	1	0.14%	Reduced
1614	SWA Sutton Wealth Advisors Tampa, Florida	$236K	+$12.7K	4	0.15%	Increased
1615	FMTC Farmers & Merchants Trust Company Long Beach, California	$235K	+$233K	1	0.12%	New
1616	SCC Second Curve Capital Radnor, Pennsylvania	$235K	-$4.24M	1	0.23%	Reduced
1617	GW & Wade Wellesley, Massachusetts	$234K	+$7.16K	1	0.03%	Increased
1618	VC Vicus Capital State College, Pennsylvania	$234K	-$6.66K	1	0.04%	Reduced
1619	EPA Element Pointe Advisors Miami, Florida	$232K	+$229K	1	0.15%	New
1620	Old Mission Capital Chicago, Illinois	$232K	+$230K	1	0.02%	New
1621	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$230K	+$227K	1	0.13%	New
1622	JC JBF Capital Aspen, Colorado	$230K	+$19K	1	0.04%	Increased
1623	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$229K	$0	1	0.89%	Maintained
1624	RIL Rothschild Investment LLC Chicago, Illinois	$229K	-$19.6K	1	0.03%	Reduced
1625	FAB First American Bank Dundee, Illinois	$228K	$0	1	0.02%	Maintained