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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
1826	FPFS First Personal Financial Services Charlotte, North Carolina	$97K	+$17.1K	2	0.03%	Increased
1827	RFM Royal Fund Management Lady Lake, Florida	$96K	$0	2	0.03%	Maintained
1828	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$94K	-$8.77K	3	0.02%	Reduced
1829	RWM Raffa Wealth Management Washington, District of Columbia	$93.9K	$0	2	0.04%	Maintained
1830	NPP New Potomac Partners Bethesda, Maryland	$93K	$0	1	0.09%	Maintained
1831	TW Transform Wealth Greenwood Village, Colorado	$93K	$0	1	0.02%	Maintained
1832	BWM Baystate Wealth Management Boston, Massachusetts	$92K	$0	2	0.01%	Maintained
1833	MCF Advisors Covington, Kentucky	$92K	$0	2	0.02%	Maintained
1834	RWG Regal Wealth Group Seal Beach, California	$92K	$0	2	0.07%	Maintained
1835	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$91K	$0	1	0.07%	Maintained
1836	Destination Wealth Management Walnut Creek, California	$90K	+$21.9K	3	0.01%	Increased
1837	PMFA Plante Moran Financial Advisors Southfield, Michigan	$90K	-$48.8K	3	0.03%	Reduced
1838	PAM Paradigm Asset Management New York	$88.3K	-$123K	1	0.03%	Reduced
1839	TCM Tradewinds Capital Management Bellingham, Washington	$88K	-$725	2	0.03%	Reduced
1840	CPP Crow Point Partners Boston, Massachusetts	$84K	-$222K	1	0.01%	Reduced
1841	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$84K	+$76.7K	2	0.04%	New
1842	TCI Wealth Advisors Tucson, Arizona	$84K	-$50.4K	6	0.04%	Reduced
1843	VCM Vigilant Capital Management Portland, Maine	$83K	$0	1	0.01%	Maintained
1844	FPS Fieldpoint Private Securities Greenwich, Connecticut	$82K	-$17.3K	1	0.03%	Reduced
1845	BAMG Brand Asset Management Group Chesterfield, Missouri	$81K	+$27.1K	3	0.05%	Increased
1846	WPA West Paces Advisors Atlanta, Georgia	$79.7K	$0	1	0.06%	Maintained
1847	CA Crewe Advisors Salt Lake City, Utah	$75K	-$22.5K	1	0.02%	Reduced
1848	GCM Grisanti Capital Management New York	$75K	+$72.5K	1	0.05%	New
1849	BCM Blume Capital Management Berkeley, California	$74K	-$9.47K	2	0.04%	Reduced
1850	EARNEST Partners Atlanta, Georgia	$73K	$0	3	0%	Maintained