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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
1926	BA Bard Associates Chicago, Illinois	$197K	-$11.9K	1	0.08%	Reduced
1927	Halbert Hargrove Global Advisors Long Beach, California	$197K	+$383	1	0.01%	Increased
1928	Fred Alger Management New York	$194K	-$132K	1	0%	Reduced
1929	MIM Meridiem Investment Management London, United Kingdom	$191K	$0	1	0.01%	Maintained
1930	Avalon Trust Santa Fe, New Mexico	$189K	-$119K	2	0.02%	Reduced
1931	Revolve Wealth Partners Hackensack, New Jersey	$189K	+$11.5K	1	0.04%	Increased
1932	Sargent Investment Group Bethesda, Maryland	$189K	-$279K	1	0.05%	Reduced
1933	Globeflex Capital San Diego, California	$188K	+$193K	1	0.02%	New
1934	ASBI American State Bank (Iowa) Sioux Center, Iowa	$186K	$0	1	0.13%	Maintained
1935	First Command Advisory Services Fort Worth, Texas	$185K	+$206K	2	0%	New
1936	Silver Oak Securities Jackson, Tennessee	$184K	-$196K	1	0.04%	Reduced
1937	Nemes Rush Group Novi, Michigan	$183K	-$118K	4	0.03%	Reduced
1938	V-Square Quantitative Management Chicago, Illinois	$182K	+$184K	1	0.08%	Increased
1939	Adero Partners Pleasanton, California	$181K	+$219K	1	0.02%	New
1940	OA Operose Advisors Milwaukee, Wisconsin	$179K	+$28.3K	3	0.07%	Increased
1941	YMRC Yorktown Management & Research Company Forest, Virginia	$176K	$0	1	0.2%	Maintained
1942	PB Pinnacle Bancorp Beatrice, Nebraska	$175K	-$977	1	0.06%	Reduced
1943	Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$167K	$0	1	0.02%	Maintained
1944	OCM Orion Capital Management Coronado, California	$166K	-$108K	4	0.11%	Reduced
1945	Park Place Capital Homewood, Alabama	$163K	-$63.6K	2	0.05%	Reduced
1946	Trust Company Manhattan, Kansas	$163K	+$181K	2	0.03%	New
1947	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$161K	+$221K	6	0.06%	New
1948	Shay Capital New York	$161K	+$160K	1	0.02%	New
1949	SAM S.A. Mason Holland, Michigan	$161K	-$32.2K	2	0.12%	Reduced
1950	PAM Paradigm Asset Management New York	$160K	$0	1	0.05%	Maintained