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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	Simplex Trading Chicago, Illinois	$712K	-$43.2K	9	0%	Reduced
1702	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$709K	+$543K	2	0.41%	New
1703	WIS Wright Investors Service Shelton, Connecticut	$709K	+$563K	1	0.27%	New
1704	CB CNB Bank Clearfield, Pennsylvania	$705K	+$32.4K	2	0.62%	Increased
1705	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$700K	-$13.5K	1	0.58%	Reduced
1706	IA IFG Advisors St. Louis, Missouri	$699K	$0	1	0.55%	Maintained
1707	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$697K	-$69.1K	1	0.1%	Reduced
1708	NPA Nichols & Pratt Advisers Boston, Massachusetts	$697K	-$111K	1	0.06%	Reduced
1709	NAM NTV Asset Management Charleston, West Virginia	$696K	+$637K	1	0.18%	New
1710	GS Gagnon Securities New York	$688K	$0	1	0.17%	Maintained
1711	BST Bath Savings Trust Bath, Maine	$683K	+$58.7K	1	0.12%	Increased
1712	BRA Blue Rock Advisors Wayzata, Minnesota	$683K	+$541K	1	2.6%	New
1713	BAM Boyar Asset Management New York	$681K	$0	1	0.63%	Maintained
1714	SXL Summit X LLC Chesterfield, Missouri	$676K	+$24.2K	1	0.25%	Increased
1715	CWA Clarity Wealth Advisors San Jose, California	$674K	$0	1	0.53%	Maintained
1716	CFG Cooper Financial Group Irvine, California	$672K	+$184K	2	0.22%	Increased
1717	Buckingham Strategic Wealth Clayton, Missouri	$671K	-$759K	1	0.06%	Reduced
1718	Group One Trading Chicago, Illinois	$668K	-$3.84M	5	0%	Reduced
1719	Tiedemann Advisors New York	$666K	+$75.2K	1	0.04%	Increased
1720	IAP Indie Asset Partners Carmel, Indiana	$662K	+$87.1K	2	0.83%	Increased
1721	SL Stevard LLC Chicago, Illinois	$656K	+$479K	1	0.34%	New
1722	BPIM Brant Point Investment Management New York	$655K	+$520K	1	0.06%	New
1723	CL CPWM LLC Seattle, Washington	$654K	+$25.2K	1	0.07%	Increased
1724	XWM Xcel Wealth Management Holly Hill, Florida	$654K	$0	1	0.41%	Maintained
1725	BCA Berman Capital Advisors Atlanta, Georgia	$653K	+$132K	3	0.17%	Increased