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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	Chicago Partners Investment Group Chicago, Illinois	$549K	+$99K	1	0.07%	Increased
1802	LCP Legacy Capital Partners Milwaukee, Wisconsin	$547K	-$27.6K	1	0.23%	Reduced
1803	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$545K	+$433K	1	0.25%	New
1804	Empirical Wealth Management Seattle, Washington	$544K	+$397K	1	0.05%	New
1805	CFGS Concourse Financial Group Securities Birmingham, Alabama	$542K	+$162K	5	0.05%	Increased
1806	BRG Bay Rivers Group Williamsburg, Virginia	$541K	-$113K	1	0.56%	Reduced
1807	FI FormulaFolio Investments Grand Rapids, Michigan	$540K	+$30.3K	1	0.02%	Increased
1808	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$537K	+$426K	1	0.23%	New
1809	ACM AUA Capital Management Camp Hill, Pennsylvania	$535K	-$138K	1	0.54%	Reduced
1810	TTWM TCV Trust & Wealth Management Richmond, Virginia	$533K	$0	1	0.08%	Maintained
1811	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$532K	$0	1	0.24%	Maintained
1812	ACM Allred Capital Management Dallas, Texas	$531K	+$14.2K	1	0.34%	Increased
1813	BWP BSW Wealth Partners Boulder, Colorado	$531K	+$421K	1	0.18%	New
1814	EP Eudaimonia Partners Winchester, Tennessee	$528K	+$353K	2	0.2%	Increased
1815	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$528K	+$419K	1	0.21%	New
1816	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$527K	+$7.39K	2	0.19%	Increased
1817	MS Madden Securities Dallas, Texas	$527K	+$418K	1	0.47%	New
1818	Peconic Partners New York	$525K	$0	1	0.15%	Maintained
1819	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$523K	+$415K	1	0.25%	New
1820	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$522K	$0	1	0%	Maintained
1821	CC Callan Capital La Jolla, California	$520K	+$553	1	0.13%	Increased
1822	TFCP Twin Focus Capital Partners Boston, Massachusetts	$520K	+$98.8K	1	0.21%	Increased
1823	First National Bank of Omaha Omaha, Nebraska	$519K	+$391K	2	0.03%	New
1824	OWA Outlook Wealth Advisors Shenandoah, Texas	$515K	+$409K	1	0.22%	New
1825	TPA Trivium Point Advisory Westport, Connecticut	$514K	+$135K	1	0.2%	Increased