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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
1801	GWS Glassman Wealth Services Vienna, Virginia	$187K	+$11K	6	0.08%	Increased
1802	EWM Endurance Wealth Management Providence, Rhode Island	$185K	$0	1	0.03%	Maintained
1803	FRA Front Row Advisors Tiburon, California	$185K	+$1.44K	3	0.13%	Increased
1804	LWM Lenox Wealth Management Cincinnati, Ohio	$184K	+$8.51K	2	0.06%	Increased
1805	Bartlett & Co Wealth Management Cincinnati, Ohio	$180K	+$136K	2	0.01%	Increased
1806	Bartlett & Co Cincinnati, Ohio	$180K	+$136K	2	0.01%	Increased
1807	CBT Central Bank & Trust Lexington, Kentucky	$171K	+$50.5K	1	0.04%	Increased
1808	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$169K	+$28.6K	3	0.02%	Increased
1809	CB CNB Bank Clearfield, Pennsylvania	$164K	+$102K	2	0.14%	Increased
1810	DWM Doyle Wealth Management St. Petersburg, Florida	$164K	+$159K	2	0.02%	New
1811	DSC Duncker Streett & Co St. Louis, Missouri	$164K	-$11.1K	2	0.04%	Reduced
1812	Arax Advisory Partners Denver, Colorado	$158K	+$153K	1	0.05%	New
1813	PAM Paradigm Asset Management New York	$155K	+$55.4K	1	0.04%	Increased
1814	AIM Advantage Investment Management Cedar Rapids, Iowa	$154K	-$10K	3	0.12%	Reduced
1815	RFM Royal Fund Management Lady Lake, Florida	$153K	+$51.4K	2	0.05%	Increased
1816	CC Cypress Capital Franklin, Tennessee	$152K	-$30K	1	0.07%	Reduced
1817	KAS Kemnay Advisory Services New York	$152K	$0	1	0.04%	Maintained
1818	PRC Pearl River Capital Niles, Michigan	$151K	-$132K	2	0.96%	Reduced
1819	CHC City Holding Co Charleston, West Virginia	$149K	$0	1	0.04%	Maintained
1820	QAM QCI Asset Management Pittsford, New York	$147K	$0	1	0.01%	Maintained
1821	AA AlphaMark Advisors Ft. Wright, Kentucky	$146K	$0	1	0.06%	Maintained
1822	AIM Acropolis Investment Management St. Louis, Missouri	$145K	$0	1	0.02%	Maintained
1823	TFA Toth Financial Advisory Leesburg, Virginia	$144K	-$1.12M	2	0.03%	Reduced
1824	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$142K	-$3.83K	2	0.03%	Reduced
1825	Larson Financial Group St Louis, Missouri	$142K	+$19.6K	2	0.11%	Increased