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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
1676	HCR Wealth Advisors Los Angeles, California	$357K	+$9.38K	1	0.09%	Increased
1677	TAM Townsend Asset Management Raleigh, North Carolina	$356K	+$343K	1	0.29%	New
1678	FIM Frontier Investment Management Dallas, Texas	$355K	+$342K	1	0.02%	New
1679	R.M. Davis Inc Portland, Maine	$353K	+$40K	1	0.01%	Increased
1680	ACM Allred Capital Management Dallas, Texas	$353K	-$23.8K	2	0.19%	Reduced
1681	Capula Management Grand Cayman, Cayman Islands	$352K	-$5.2M	1	0.01%	Reduced
1682	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$351K	+$26.1K	1	0%	Increased
1683	Rossmore Private Capital Glastonbury, Connecticut	$350K	$0	1	0.11%	Maintained
1684	MCM Marathon Capital Management Hunt Valley, Maryland	$347K	+$335K	1	0.12%	New
1685	NWAM LLC Mercer Island, Washington	$346K	+$334K	1	0.06%	New
1686	WA Winfield Associates Cleveland, Ohio	$346K	-$5.21K	1	0.16%	Reduced
1687	Forvis Mazars Wealth Advisors Springfield, Missouri	$345K	+$85.5K	1	0.02%	Increased
1688	Great Diamond Partners Portland, Maine	$345K	+$333K	2	0.13%	New
1689	PT Plimoth Trust Plymouth, Massachusetts	$345K	-$1.88K	1	0.11%	Reduced
1690	FWM Foresight Wealth Management Draper, Utah	$344K	+$19.7K	1	0.21%	Increased
1691	OAM Oak Asset Management Westlake Village, California	$344K	$0	1	0.19%	Maintained
1692	LVW Advisors Pittsford, New York	$343K	-$89.1K	1	0.08%	Reduced
1693	HP Harbourvest Partners Boston, Massachusetts	$342K	+$349K	1	0.14%	New
1694	Tiedemann Advisors New York	$341K	-$200K	1	0.02%	Reduced
1695	AWA ARS Wealth Advisors St. Petersburg, Florida	$340K	+$2.81K	1	0.1%	Increased
1696	Cypress Wealth Services Palm Desert, California	$340K	+$2.19K	1	0.09%	Increased
1697	Oakworth Capital Birmingham, Alabama	$337K	+$106K	2	0.06%	Increased
1698	Quantinno Capital Management New York	$337K	-$403K	1	0.21%	Reduced
1699	CAN Claraphi Advisory Network Aliso Viejo, United States	$336K	-$394K	1	0.21%	Reduced
1700	WealthSource Partners San Luis Obispo, California	$336K	+$7.19K	1	0.04%	Increased