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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
1851	RWG Regal Wealth Group Seal Beach, California	$101K	$0	2	0.07%	Maintained
1852	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$100K	+$4.21K	3	0.02%	Increased
1853	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$99K	+$102K	1	0.02%	New
1854	PMFA Plante Moran Financial Advisors Southfield, Michigan	$98K	-$1.66K	3	0.03%	Reduced
1855	Algert Global San Francisco, California	$97K	+$58.4K	1	0.04%	Increased
1856	BWM Baystate Wealth Management Boston, Massachusetts	$97K	+$124	2	0.01%	Increased
1857	DMK David M. Knott	$96K	$0	1	0.04%	Maintained
1858	OSIA O'Shares Investment Advisers Boston, Massachusetts	$96K	-$1.92K	1	0.02%	Reduced
1859	TCI Wealth Advisors Tucson, Arizona	$95K	+$1.92K	6	0.04%	Increased
1860	NPP New Potomac Partners Bethesda, Maryland	$94K	-$8.31K	1	0.1%	Reduced
1861	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$92K	$0	2	0.04%	Maintained
1862	VCM Vigilant Capital Management Portland, Maine	$92K	$0	1	0.01%	Maintained
1863	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$91K	-$8.31K	1	0.07%	Reduced
1864	TCM Tradewinds Capital Management Bellingham, Washington	$91K	-$5.54K	2	0.04%	Reduced
1865	AIM Anchor Investment Management Columbia, South Carolina	$88K	+$47.9K	2	0.02%	Increased
1866	WPA West Paces Advisors Atlanta, Georgia	$87.9K	$0	1	0.05%	Maintained
1867	LI Leap Investments Chicago, Illinois	$86K	+$101K	1	0.12%	New
1868	BFC Bedel Financial Consulting Indianapolis, Indiana	$84K	+$11.8K	2	0.05%	Increased
1869	ONST Old North State Trust Greensboro, North Carolina	$84K	+$6.43K	1	0.06%	Increased
1870	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$83K	-$19.5K	3	0.07%	Reduced
1871	BCM Blume Capital Management Berkeley, California	$81K	$0	2	0.04%	Maintained
1872	BAMG Brand Asset Management Group Chesterfield, Missouri	$81K	-$7K	2	0.05%	Reduced
1873	MWC MBM Wealth Consultants Chesterfield, Missouri	$80K	$0	1	0.07%	Maintained
1874	PGAM Princeton Global Asset Management Princeton, New Jersey	$78K	+$30.4K	2	0.05%	Increased
1875	EARNEST Partners Atlanta, Georgia	$77K	$0	3	0%	Maintained