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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
1701	AGM Alpine Global Management New York	$126K	-$61.4K	1	0.03%	Reduced
1702	KCM Kempner Capital Management Galveston, Texas	$126K	$0	1	0.09%	Maintained
1703	Arax Advisory Partners Denver, Colorado	$125K	-$16.7K	1	0.05%	Reduced
1704	CYG Clean Yield Group Norwich, Vermont	$125K	-$81K	1	0.05%	Reduced
1705	FCB First Command Bank Fort Worth, Texas	$121K	+$2.67K	1	0.06%	Increased
1706	FCFS First Command Financial Services Fort Worth, Texas	$121K	+$2.67K	1	0.06%	Increased
1707	EWA Evolution Wealth Advisors Aventura, Florida	$120K	+$119K	1	0.05%	New
1708	IDBONY Israel Discount Bank of New York New York	$120K	$0	2	0.09%	Maintained
1709	WAS Winch Advisory Services Appleton, Wisconsin	$119K	+$8.91K	1	0.07%	Increased
1710	SAM Sectoral Asset Management Montreal, Quebec, Canada	$118K	$0	1	0.02%	Maintained
1711	FIA FNY Investment Advisers New York	$117K	-$85.2K	2	0.04%	Reduced
1712	PMFA Plante Moran Financial Advisors Southfield, Michigan	$117K	+$35.8K	3	0.04%	Increased
1713	AIM Advantage Investment Management Cedar Rapids, Iowa	$116K	-$65.6K	3	0.09%	Reduced
1714	SBL Sargent Bickham Lagudis Boulder, Colorado	$115K	+$8.49K	4	0.01%	Increased
1715	WCM WealthBridge Capital Management Westerville, Ohio	$112K	+$115K	3	0.09%	New
1716	KAS Kemnay Advisory Services New York	$111K	$0	1	0.04%	Maintained
1717	WTB Washington Trust Bank Spokane, Washington	$109K	+$167	2	0.01%	Increased
1718	TCI Wealth Advisors Tucson, Arizona	$108K	+$54.6K	6	0.05%	Increased
1719	AA AlphaMark Advisors Ft. Wright, Kentucky	$107K	$0	1	0.05%	Maintained
1720	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$107K	-$191K	2	0.02%	Reduced
1721	AIM Acropolis Investment Management St. Louis, Missouri	$106K	+$105K	1	0.02%	New
1722	BAM Bruderman Asset Management Locust Valley, New York	$106K	+$124K	4	0.03%	New
1723	AC Avestar Capital New York	$104K	-$18.9K	3	0.07%	Reduced
1724	HAM Highstreet Asset Management London, Ontario, Canada	$103K	+$102K	1	0.01%	New
1725	DMK David M. Knott	$102K	+$54.3K	1	0.05%	Increased