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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	SIC Schwartz Investment Counsel Plymouth, Michigan	$343K	+$332K	1	0.02%	New
1627	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$343K	$0	1	0.15%	Maintained
1628	CA Cambridge Advisors Omaha, Nebraska	$342K	$0	1	0.11%	Maintained
1629	HAM Highstreet Asset Management London, Ontario, Canada	$342K	-$12K	1	0.02%	Reduced
1630	FAB First American Bank Dundee, Illinois	$338K	+$22.2K	1	0.02%	Increased
1631	SXL Summit X LLC Chesterfield, Missouri	$337K	+$342K	1	0.14%	New
1632	Point72 Asset Management Stamford, Connecticut	$336K	-$2.18M	2	0%	Reduced
1633	HFM Hartford Financial Management Hartford, Connecticut	$334K	$0	2	0.11%	Maintained
1634	PB Pinnacle Bancorp Beatrice, Nebraska	$334K	$0	3	0.19%	Maintained
1635	RIL Rothschild Investment LLC Chicago, Illinois	$333K	-$4.56K	2	0.04%	Reduced
1636	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$332K	$0	1	0.24%	Maintained
1637	GW & Wade Wellesley, Massachusetts	$332K	+$2.66K	1	0.03%	Increased
1638	VLC Van Leeuwen & Company Princeton, New Jersey	$331K	+$123K	1	0.3%	Increased
1639	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$330K	+$94.2K	1	0.38%	Increased
1640	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$329K	-$3.55K	1	0.27%	Reduced
1641	MGAM McGowan Group Asset Management Dallas, Texas	$328K	+$33.6K	1	0.05%	Increased
1642	HWA HCR Wealth Advisors Los Angeles, California	$326K	+$11.1K	1	0.09%	Increased
1643	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$326K	-$99.7K	1	0.19%	Reduced
1644	PT Plimoth Trust Plymouth, Massachusetts	$326K	-$2.47K	1	0.11%	Reduced
1645	SLG Stanley-Laman Group Berwyn, Pennsylvania	$326K	$0	1	0.08%	Maintained
1646	IGGA Iron Gate Global Advisors Nsl, Utah	$325K	$0	1	0.22%	Maintained
1647	MCC Malaga Cove Capital Pv Estates, California	$325K	+$313K	1	0.21%	New
1648	SMC Smith, Moore & Co Clayton, Missouri	$325K	-$892	2	0.07%	Reduced
1649	Wealthspire Advisors (New York) New York	$325K	+$315K	1	0.03%	New
1650	FBFS First Business Financial Services Madison, Wisconsin	$323K	+$313K	1	0.06%	New