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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	FPS Fieldpoint Private Securities Greenwich, Connecticut	$83K	$0	1	0.03%	Maintained
1627	RWG Regal Wealth Group Seal Beach, California	$82K	$0	2	0.06%	Maintained
1628	SIM Sonora Investment Management Tucson, Arizona	$82K	$0	2	0.01%	Maintained
1629	GAM Gemmer Asset Management Walnut Creek, California	$81K	$0	5	0.03%	Maintained
1630	MCF Advisors Covington, Kentucky	$81K	+$3.52K	2	0.01%	Increased
1631	RWM Raffa Wealth Management Washington, District of Columbia	$80.3K	$0	2	0.03%	Maintained
1632	Peregrine Capital Management Minneapolis, Minnesota	$80K	-$8.44M	1	0%	Reduced
1633	PCP Proficio Capital Partners Newton, Massachusetts	$80K	-$5.82K	3	0.03%	Reduced
1634	CAC Certified Advisory Corp Altamonte Springs, Florida	$79K	$0	3	0.04%	Maintained
1635	DSC Duncker Streett & Co St. Louis, Missouri	$79K	$0	1	0.02%	Maintained
1636	NPP New Potomac Partners Bethesda, Maryland	$79K	-$17.6K	1	0.07%	Reduced
1637	ACS Archford Capital Strategies Swansea, Illinois	$77K	-$40.4K	1	0.03%	Reduced
1638	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$77K	+$76.9K	1	0.06%	New
1639	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$76K	+$15.6K	2	0.05%	Increased
1640	AWM AllSquare Wealth Management Albany, New York	$74K	$0	1	0.06%	Maintained
1641	FPFS First Personal Financial Services Charlotte, North Carolina	$73K	+$1.44K	2	0.02%	Increased
1642	WAM Watermark Asset Management San Ramon, California	$72K	$0	1	0.03%	Maintained
1643	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$70K	+$70.4K	1	0.05%	New
1644	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$70K	+$66.4K	2	0.01%	Increased
1645	PWAG Polaris Wealth Advisory Group San Rafael, California	$70K	+$70K	1	0%	New
1646	TCI Wealth Advisors Tucson, Arizona	$70K	+$3.27K	6	0.03%	Increased
1647	VCM Vigilant Capital Management Portland, Maine	$70K	$0	1	0.01%	Maintained
1648	Destination Wealth Management Walnut Creek, California	$68K	+$10.9K	2	0%	Increased
1649	WPA West Paces Advisors Atlanta, Georgia	$67.5K	$0	1	0.05%	Maintained
1650	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$67K	+$28.5K	3	0.04%	Increased