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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	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$205K	-$1.1K	1	0.18%	Reduced
1752	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$205K	+$224K	1	0.06%	New
1753	SAM SP Asset Management Cupertino, California	$205K	$0	1	0.05%	Maintained
1754	HCP Holt Capital Partners Fort Worth, Texas	$202K	$0	1	0.06%	Maintained
1755	Associated Banc-Corp Green Bay, Wisconsin	$201K	-$23K	1	0.01%	Reduced
1756	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$201K	+$5.07K	1	0.15%	Increased
1757	FPCP Fort Point Capital Partners San Francisco, California	$201K	+$221K	1	0.08%	New
1758	FCB First Command Bank Fort Worth, Texas	$197K	+$11K	1	0.1%	Increased
1759	FCFS First Command Financial Services Fort Worth, Texas	$197K	+$11K	1	0.1%	Increased
1760	PO Private Ocean San Rafael, California	$195K	+$152K	2	0.05%	Increased
1761	EWM Endurance Wealth Management Providence, Rhode Island	$193K	+$27.5K	1	0.03%	Increased
1762	GTAM Global Trust Asset Management West Palm Beach, Florida	$192K	-$896K	1	0.13%	Reduced
1763	HCM Highlander Capital Management Short Hills, New Jersey	$191K	-$76.2K	2	0.12%	Reduced
1764	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$189K	-$6.66K	2	0.06%	Reduced
1765	AIM AIA Investment Management Singapore	$187K	+$199K	1	0.05%	New
1766	Prime Capital Investment Advisors Overland Park, Kansas	$179K	-$4.23M	2	0.03%	Reduced
1767	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$177K	$0	2	0.12%	Maintained
1768	CYG Clean Yield Group Norwich, Vermont	$177K	-$13.9K	1	0.06%	Reduced
1769	6CM 683 Capital Management New York	$176K	$0	1	0.02%	Maintained
1770	AWM AllSquare Wealth Management Albany, New York	$170K	-$11K	1	0.13%	Reduced
1771	CCP Cyrus Capital Partners New York	$170K	$0	1	0.02%	Maintained
1772	RFM Royal Fund Management Lady Lake, Florida	$170K	+$33.4K	2	0.05%	Increased
1773	EWM Edge Wealth Management New York	$169K	+$43.2K	3	0.04%	Increased
1774	PRC Pearl River Capital Niles, Michigan	$168K	+$31.2K	2	0.48%	Increased
1775	GWS Glassman Wealth Services Vienna, Virginia	$167K	-$1.99K	6	0.07%	Reduced