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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	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$620K	+$99K	1	0.26%	Increased
1752	BFA Beaumont Financial Advisors Needham, Massachusetts	$616K	+$25.6K	1	0.06%	Increased
1753	DMC Drexel Morgan & Co Radnor, Pennsylvania	$615K	$0	1	0.23%	Maintained
1754	Obermeyer Wealth Partners Aspen, Colorado	$615K	+$175K	1	0.05%	Increased
1755	TCWM Total Clarity Wealth Management St. Charles, Illinois	$613K	+$461K	2	0.56%	New
1756	LA LVW Advisors Pittsford, New York	$612K	+$35.7K	1	0.15%	Increased
1757	Trexquant Investment Stamford, Connecticut	$612K	-$14.5M	1	0.04%	Reduced
1758	FPCP Fort Point Capital Partners San Francisco, California	$610K	+$466K	2	0.19%	New
1759	RFM Royal Fund Management Lady Lake, Florida	$608K	+$29.1K	1	0.21%	Increased
1760	HP Harvey Partners Tarrytown, New York	$607K	+$666K	1	0.73%	New
1761	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$604K	$0	1	0.69%	Maintained
1762	WBG Wharton Business Group Malvern, Pennsylvania	$603K	+$463K	2	0.06%	New
1763	FMW Farr Miller & Washington Washington, District of Columbia	$602K	+$454K	2	0.05%	New
1764	AF Aldebaran Financial	$601K	-$1.08M	1	0.71%	Reduced
1765	HCM HGI Capital Management New York	$601K	$0	1	0.37%	Maintained
1766	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$601K	-$27.4K	3	0.22%	Reduced
1767	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$600K	-$24.2K	1	0.07%	Reduced
1768	Mather Group Chicago, Illinois	$599K	+$177K	1	0.03%	Increased
1769	MTC McDaniel Terry & Co Austin, Texas	$598K	$0	1	0.09%	Maintained
1770	HIC Holderness Investments Company Greensboro, North Carolina	$596K	$0	1	0.27%	Maintained
1771	OFG Oxford Financial Group Carmel, Indiana	$596K	-$57.2K	1	0.1%	Reduced
1772	SCA Summit Creek Advisors Minneapolis, Minnesota	$596K	$0	1	0.09%	Maintained
1773	CCT Capital City Trust Tallahassee, Florida	$595K	$0	1	0.23%	Maintained
1774	TAM Townsend Asset Management Raleigh, North Carolina	$595K	$0	1	0.48%	Maintained
1775	WA1 Wimmer Associates 1 Pasadena, California	$594K	-$11.1K	1	0.46%	Reduced