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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	BST Bath Savings Trust Bath, Maine	$210K	+$203K	1	0.04%	New
1777	CYG Clean Yield Group Norwich, Vermont	$210K	$0	1	0.08%	Maintained
1778	Inspire Investing Meridian, Idaho	$209K	+$206K	1	0.09%	New
1779	Old Mission Capital Chicago, Illinois	$209K	+$202K	1	0.03%	New
1780	PWP Principle Wealth Partners Madison, Connecticut	$208K	+$201K	1	0.11%	New
1781	SG Somerset Group Wayzata, Minnesota	$208K	+$201K	1	0.18%	New
1782	FCB First Command Bank Fort Worth, Texas	$207K	+$33.3K	1	0.1%	Increased
1783	FCFS First Command Financial Services Fort Worth, Texas	$207K	+$33.3K	1	0.1%	Increased
1784	LDB Lee, Danner & Bass Nashville, Tennessee	$207K	+$200K	1	0.02%	New
1785	RCS Retirement Capital Strategies San Jose, California	$207K	+$199K	1	0.1%	New
1786	APG Abacus Planning Group Columbia, South Carolina	$206K	+$199K	1	0.12%	New
1787	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$205K	-$55.4K	1	0.07%	Reduced
1788	KCM Karp Capital Management Sausalito, California	$205K	-$1.07M	1	0.07%	Reduced
1789	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$204K	+$197K	1	0.11%	New
1790	MCM Murphy Capital Management Bedminster, New Jersey	$204K	+$198K	1	0.03%	New
1791	AR Advisory Research Chicago, Illinois	$203K	-$361K	1	0%	Reduced
1792	HHGA Halbert Hargrove Global Advisors Long Beach, California	$203K	+$197K	1	0.06%	New
1793	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$202K	+$30.2K	2	0.13%	Increased
1794	GCM Gladius Capital Management Chicago, Illinois	$201K	-$424K	1	0.01%	Reduced
1795	MC Menta Capital San Francisco, California	$201K	+$198K	1	0.09%	New
1796	TLP Trinity Legacy Partners Houston, Texas	$201K	-$33.1K	1	0.14%	Reduced
1797	AWM AllSquare Wealth Management Albany, New York	$199K	+$11.1K	1	0.15%	Increased
1798	Allworth Financial Folsom, California	$191K	+$23.4K	2	0.01%	Increased
1799	SWP Strategic Wealth Partners Independence, Ohio	$188K	-$5.54K	2	0.09%	Reduced
1800	FWM Focused Wealth Management Newburgh, New York	$187K	$0	3	0.05%	Maintained