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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
1726	KC Kepos Capital New York	$102K	+$115K	1	0.01%	New
1727	DRW Securities Chicago, Illinois	$101K	+$8.84K	1	0.01%	Increased
1728	CHC City Holding Co Charleston, West Virginia	$99K	$0	1	0.03%	Maintained
1729	DWM Doyle Wealth Management St. Petersburg, Florida	$99K	+$107K	2	0.02%	New
1730	AIC Archer Investment Corporation Carmel, Indiana	$98K	+$97.1K	1	0.09%	New
1731	IIM Ipswich Investment Management Beverly, Massachusetts	$96K	+$109K	2	0.04%	New
1732	EWM Edge Wealth Management New York	$92K	-$267K	2	0.03%	Reduced
1733	LFA Legacy Financial Advisors Covington, Kentucky	$92K	+$50.5K	2	0.04%	Increased
1734	WOC West Oak Capital Westlake Village, California	$90.4K	-$29.2K	1	0.06%	Reduced
1735	NC NewSquare Capital Newtown Square, Pennsylvania	$90K	-$296K	1	0.02%	Reduced
1736	CPA Cowen Prime Advisors New York	$87K	-$50K	1	0.05%	Reduced
1737	LWM Lenox Wealth Management Cincinnati, Ohio	$87K	+$2.25K	1	0.03%	Increased
1738	GWS Glassman Wealth Services Vienna, Virginia	$86K	+$1.45K	5	0.05%	Increased
1739	AAP Ardsley Advisory Partners Stamford, Connecticut	$85K	-$670K	1	0.02%	Reduced
1740	PCP Proficio Capital Partners Newton, Massachusetts	$85K	+$12.8K	3	0.04%	Increased
1741	AIM Arcadia Investment Management Kalamazoo, Michigan	$84K	-$36.1K	1	0.03%	Reduced
1742	ME McIlrath & Eck Arlington, Washington	$83K	+$23.3K	2	0.05%	Increased
1743	ACS Archford Capital Strategies Swansea, Illinois	$82K	+$8.33K	1	0.03%	Increased
1744	FPS Fieldpoint Private Securities Greenwich, Connecticut	$82K	+$2.75K	1	0.04%	Increased
1745	Brinker Capital Investments Berwyn, Pennsylvania	$81K	+$2.33K	2	0%	Increased
1746	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$81K	+$7.23K	3	0.05%	Increased
1747	TW Transform Wealth Greenwood Village, Colorado	$80K	$0	1	0.02%	Maintained
1748	BWM Baystate Wealth Management Boston, Massachusetts	$79K	$0	2	0.01%	Maintained
1749	Larson Financial Group St Louis, Missouri	$77K	+$75.6K	2	0.07%	New
1750	DSC Duncker Streett & Co St. Louis, Missouri	$76K	$0	1	0.02%	Maintained