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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
1626	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$15K	+$15.9K	1	0%	New
1627	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$15K	-$8.04K	1	0.01%	Reduced
1628	PCA Providence Capital Advisors Charlotte, North Carolina	$15K	$0	1	0.01%	Maintained
1629	CCM Cribstone Capital Management Augusta, Maine	$13K	+$1.26K	1	0.01%	Increased
1630	MWM Mascoma Wealth Management Hanover, New Hampshire	$13K	$0	1	0.01%	Maintained
1631	AGA Accuvest Global Advisors Provo, Utah	$12K	-$1.65K	2	0.01%	Reduced
1632	Bogart Wealth LLC Mclean, Virginia	$12K	$0	1	0.01%	Maintained
1633	Chicago Partners Investment Group Chicago, Illinois	$11K	$0	1	0%	Maintained
1634	FWC First Washington Corp Seattle, Washington	$11K	$0	1	0.01%	Maintained
1635	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$11K	+$9.94K	1	0%	New
1636	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$10K	$0	1	0.01%	Maintained
1637	FMP Financial Management Professionals Austin, Texas	$10K	$0	2	0.01%	Maintained
1638	FIB First Interstate Bank Billings, Montana	$10K	$0	1	0%	Maintained
1639	PW Price Wealth Austin, Texas	$10K	-$10.5K	1	0.01%	Reduced
1640	VCM Virtue Capital Management Brentwood, Tennessee	$10K	+$4.2K	1	0.01%	Increased
1641	EWM Edge Wealth Management New York	$9K	$0	2	0%	Maintained
1642	SLF Sun Life Financial Toronto, Ontario, Canada	$8.94K	-$436K	1	0.08%	Reduced
1643	Country Trust Bank Bloomington, Illinois	$8K	+$6.48K	2	0%	Increased
1644	OFW Omnia Family Wealth Aventura, Florida	$8K	-$6.66K	2	0%	Reduced
1645	SHJ Sharkey, Howes & Javer Denver, Colorado	$8K	$0	1	0%	Maintained
1646	Avior Wealth Management Omaha, Nebraska	$7K	+$5.79K	1	0%	Increased
1647	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$7K	$0	1	0.01%	Maintained
1648	DVM Dreman Value Management West Palm Beach, Florida	$7K	$0	1	0%	Maintained
1649	FGAM Financial Gravity Asset Management Lakeway, Texas	$7K	+$8.82K	2	0.01%	New
1650	FGC Financial Gravity Companies Lakeway, Texas	$7K	-$245K	2	0.01%	Reduced