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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
1951	DMK David M. Knott	$62K	$0	1	0.04%	Maintained
1952	BAMG Brand Asset Management Group Chesterfield, Missouri	$61K	-$7K	1	0.05%	Reduced
1953	PMFA Plante Moran Financial Advisors Southfield, Michigan	$57K	-$45.9K	3	0.03%	Reduced
1954	PK Pflug Koory Omaha, Nebraska	$53K	$0	2	0.05%	Maintained
1955	ANBT American National Bank & Trust Wichita Falls, Texas	$52K	$0	1	0.02%	Maintained
1956	CA Crewe Advisors Salt Lake City, Utah	$52K	-$3K	1	0.03%	Reduced
1957	SIM Sonora Investment Management Tucson, Arizona	$52K	-$17.7K	2	0.01%	Reduced
1958	SL Savior LLC Wellesley Hills, Massachusetts	$51K	-$11.2K	3	0.06%	Reduced
1959	Avior Wealth Management Omaha, Nebraska	$50K	+$46.7K	1	0.01%	Increased
1960	FCM Fairbanks Capital Management Rancho Santa Fe, California	$50K	-$86.4K	1	0.07%	Reduced
1961	JWBC John W. Brooker & Co Oakland, California	$50K	$0	1	0.04%	Maintained
1962	HFA HC Financial Advisors Lafayette, California	$49K	+$56.3K	2	0.04%	New
1963	SIS Sound Income Strategies Ft Lauderdale, Florida	$48K	+$202	2	0.02%	Increased
1964	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$48K	$0	1	0.01%	Maintained
1965	Benjamin Edwards Inc Clayton, Missouri	$47K	+$4.24K	1	0.05%	Increased
1966	CAL Capital Advisors Ltd Shaker Heights, Ohio	$47K	$0	1	0.01%	Maintained
1967	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$47K	$0	1	0.05%	Maintained
1968	MA MYDA Advisors Woodmere, New York	$47K	-$128K	1	0.03%	Reduced
1969	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$47K	$0	2	0.04%	Maintained
1970	UA Unison Advisors Washington, District of Columbia	$46K	$0	1	0.05%	Maintained
1971	VRM Vectors Research Management New York	$46K	$0	2	0.02%	Maintained
1972	BAM Brave Asset Management Summit, New Jersey	$45K	$0	1	0.03%	Maintained
1973	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$45K	+$23.3K	2	0.01%	Increased
1974	BWA BDO Wealth Advisors Jacksonville, Florida	$44K	+$51.9K	2	0.01%	New
1975	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$44K	-$6.07K	1	0.02%	Reduced