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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
1651	EARNEST Partners Atlanta, Georgia	$67K	$0	3	0%	Maintained
1652	SCM Southport Capital Management Chattanooga, Tennessee	$67K	+$66.9K	2	0.03%	New
1653	BWM Baystate Wealth Management Boston, Massachusetts	$66K	$0	2	0.01%	Maintained
1654	VNA Valley National Advisers Bethlehem, Pennsylvania	$64K	+$19.3K	5	0.02%	Increased
1655	Algert Global San Francisco, California	$63K	+$60.3K	1	0.01%	New
1656	CBT Central Bank & Trust Lexington, Kentucky	$63K	$0	1	0.01%	Maintained
1657	ME McIlrath & Eck Arlington, Washington	$63K	+$11K	2	0.04%	Increased
1658	CWA Clarus Wealth Advisors Peoria, Arizona	$60K	$0	3	0.04%	Maintained
1659	RFM Royal Fund Management Lady Lake, Florida	$60K	+$3.17K	2	0.02%	Increased
1660	CPP Crow Point Partners Boston, Massachusetts	$56K	+$5.79K	1	0.01%	Increased
1661	CQS Credential Qtrade Securities Vancouver,	$54.4K	+$54.5K	1	0.01%	New
1662	ML McAdam LLC Philadelphia, Pennsylvania	$54K	-$1.33K	2	0.02%	Reduced
1663	Bartlett & Co Wealth Management Cincinnati, Ohio	$53.4K	$0	1	0%	Maintained
1664	Bartlett & Co Cincinnati, Ohio	$53K	$0	1	0%	Maintained
1665	BFC Bedel Financial Consulting Indianapolis, Indiana	$50K	+$26.4K	1	0.03%	Increased
1666	BAMG Brand Asset Management Group Chesterfield, Missouri	$50K	+$4.24K	2	0.04%	Increased
1667	GSC G&S Capital Denver, Colorado	$50K	$0	1	0.03%	Maintained
1668	LWA Lenox Wealth Advisors New York	$50K	-$26.2K	1	0.01%	Reduced
1669	VEA Virtus ETF Advisers New York	$49K	+$44.8K	2	0.01%	New
1670	MSA Marino Stram & Associates Braintree, Massachusetts	$48K	$0	1	0.04%	Maintained
1671	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$48K	$0	1	0.03%	Maintained
1672	TFO Tarbox Family Office Newport Beach, California	$48K	+$1.62K	2	0.02%	Increased
1673	Chicago Partners Investment Group Chicago, Illinois	$47K	+$38.3K	1	0.01%	Increased
1674	BCM Blume Capital Management Berkeley, California	$44K	$0	1	0.02%	Maintained
1675	HT Heritage Trust Oklahoma City, Oklahoma	$44K	$0	1	0.02%	Maintained