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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	TIA Traphagen Investment Advisors Oradell, New Jersey	$514K	$0	1	0.12%	Maintained
1827	BO BRR OpCo Columbus, Ohio	$512K	+$391K	2	0.09%	New
1828	LC LCNB Corp Lebanon, Ohio	$512K	-$16.6K	1	0.35%	Reduced
1829	KPW Kore Private Wealth New York	$505K	-$204K	2	0.1%	Reduced
1830	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$504K	+$381K	2	0.16%	New
1831	FMTC Farmers & Merchants Trust Company Long Beach, California	$504K	+$967	1	0.23%	Increased
1832	Bahl & Gaynor Cincinnati, Ohio	$502K	-$8.29K	1	0%	Reduced
1833	ICM Invenomic Capital Management Boston, Massachusetts	$502K	-$1.99M	1	0.37%	Reduced
1834	SNN Shen Neil Nanpeng	$502K	$0	1	0.74%	Maintained
1835	SAS Stelac Advisory Services New York	$500K	+$397K	1	0.19%	New
1836	MGAM McGowan Group Asset Management Dallas, Texas	$499K	$0	1	0.09%	Maintained
1837	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$497K	+$394K	1	0.14%	New
1838	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$497K	$0	1	0.22%	Maintained
1839	3CP 3G Capital Partners New York	$493K	+$360K	1	1.05%	New
1840	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$493K	-$829	1	0.43%	Reduced
1841	RCA Ranch Capital Advisors Sarasota, Florida	$492K	-$30.7K	3	0.39%	Reduced
1842	HWA HCR Wealth Advisors Los Angeles, California	$491K	-$38K	1	0.12%	Reduced
1843	TF Trek Financial Scottsdale, Arizona	$490K	+$388K	1	0.08%	New
1844	C Certuity North Palm Beach, Florida	$489K	-$442K	1	0.23%	Reduced
1845	BFO Biltmore Family Office Charlotte, North Carolina	$488K	+$13.8K	1	0.29%	Increased
1846	YMRC Yorktown Management & Research Company Forest, Virginia	$488K	$0	1	0.44%	Maintained
1847	LA LexAurum Advisors Overland Park, Kansas	$487K	-$42.8K	1	0.27%	Reduced
1848	AIM Acropolis Investment Management St. Louis, Missouri	$485K	+$2.02K	2	0.06%	Increased
1849	Americana Partners Houston, Texas	$485K	-$133K	1	0.36%	Reduced
1850	WEC Winslow Evans & Crocker Boston, Massachusetts	$485K	+$27.4K	3	0.13%	Increased