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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
1776	LWM Lenox Wealth Management Cincinnati, Ohio	$163K	+$52.2K	2	0.05%	Increased
1777	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$161K	-$30.3K	2	0.12%	Reduced
1778	DSC Duncker Streett & Co St. Louis, Missouri	$161K	+$61.8K	2	0.04%	Increased
1779	FCB First Command Bank Fort Worth, Texas	$157K	+$6.44K	1	0.08%	Increased
1780	FCFS First Command Financial Services Fort Worth, Texas	$157K	+$6.44K	1	0.08%	Increased
1781	Pathstone Family Office Englewood, New Jersey	$157K	-$706K	2	0.02%	Reduced
1782	AIM Advantage Investment Management Cedar Rapids, Iowa	$152K	+$4.61K	3	0.12%	Increased
1783	AC Avestar Capital New York	$150K	+$12.8K	3	0.1%	Increased
1784	IDBONY Israel Discount Bank of New York New York	$149K	$0	2	0.1%	Maintained
1785	Shelton Capital Management Denver, Colorado	$149K	-$18.7M	3	0.59%	Reduced
1786	WCM WealthBridge Capital Management Westerville, Ohio	$143K	-$1.82K	3	0.09%	Reduced
1787	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$141K	+$2.74K	2	0.03%	Increased
1788	KAS Kemnay Advisory Services New York	$138K	$0	1	0.03%	Maintained
1789	BAM Bruderman Asset Management Locust Valley, New York	$137K	+$34	4	0.03%	Increased
1790	SAM Sectoral Asset Management Montreal, Quebec, Canada	$137K	$0	1	0.02%	Maintained
1791	Simon Quick Advisors Morristown, New Jersey	$137K	-$54.2K	1	0.06%	Reduced
1792	CHC City Holding Co Charleston, West Virginia	$135K	+$11.8K	1	0.04%	Increased
1793	QAM QCI Asset Management Pittsford, New York	$133K	-$27.4K	1	0.01%	Reduced
1794	AA AlphaMark Advisors Ft. Wright, Kentucky	$132K	$0	1	0.06%	Maintained
1795	CCM Cutler Capital Management Worcester, Massachusetts	$132K	$0	1	0.05%	Maintained
1796	AIM Acropolis Investment Management St. Louis, Missouri	$131K	$0	1	0.02%	Maintained
1797	LFA Legacy Financial Advisors Covington, Kentucky	$131K	+$14.8K	2	0.04%	Increased
1798	WOC West Oak Capital Westlake Village, California	$130K	+$16.6K	1	0.08%	Increased
1799	WTB Washington Trust Bank Spokane, Washington	$129K	-$3.6K	2	0.02%	Reduced
1800	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$128K	+$33.1K	3	0.01%	Increased