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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
1751	NPP New Potomac Partners Bethesda, Maryland	$76K	$0	1	0.08%	Maintained
1752	RWM Raffa Wealth Management Washington, District of Columbia	$75.9K	$0	2	0.03%	Maintained
1753	CA Crewe Advisors Salt Lake City, Utah	$75K	$0	2	0.02%	Maintained
1754	CCM Cutler Capital Management Worcester, Massachusetts	$75K	$0	1	0.03%	Maintained
1755	RWG Regal Wealth Group Seal Beach, California	$75K	$0	2	0.07%	Maintained
1756	RFM Royal Fund Management Lady Lake, Florida	$75K	+$28.7K	2	0.03%	Increased
1757	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$74K	+$14.7K	3	0.01%	Increased
1758	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$73K	$0	1	0.07%	Maintained
1759	MCF Advisors Covington, Kentucky	$73K	$0	2	0.01%	Maintained
1760	TCM Tradewinds Capital Management Bellingham, Washington	$72K	-$148K	2	0.04%	Reduced
1761	AWM AllSquare Wealth Management Albany, New York	$71K	$0	1	0.06%	Maintained
1762	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$70K	$0	1	0.05%	Maintained
1763	Wealthspire Advisors (New York) New York	$70K	+$68.9K	2	0.01%	New
1764	BCM Blume Capital Management Berkeley, California	$69K	+$27.9K	2	0.04%	Increased
1765	BCA Benchmark Capital Advisors New York	$68K	$0	1	0.07%	Maintained
1766	Destination Wealth Management Walnut Creek, California	$67K	+$8.33K	2	0%	Increased
1767	VCM Vigilant Capital Management Portland, Maine	$67K	$0	1	0.01%	Maintained
1768	WPA West Paces Advisors Atlanta, Georgia	$64.6K	$0	1	0.05%	Maintained
1769	FPFS First Personal Financial Services Charlotte, North Carolina	$62K	-$496	2	0.02%	Reduced
1770	CBT Central Bank & Trust Lexington, Kentucky	$61K	$0	1	0.02%	Maintained
1771	PWM PRW Wealth Management Quincy, Massachusetts	$60K	+$59.8K	2	0.07%	New
1772	MWC MBM Wealth Consultants Chesterfield, Missouri	$58K	+$57.3K	1	0.06%	New
1773	EARNEST Partners Atlanta, Georgia	$57K	$0	3	0%	Maintained
1774	CFA Clarfeld Financial Advisors Tarrytown, New York	$56K	+$55.1K	1	0.05%	New
1775	CAC Certified Advisory Corp Altamonte Springs, Florida	$55K	$0	3	0.03%	Maintained