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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
2051	HM Payson & Co Portland, Maine	$550K	-$78.7K	9	0.01%	Reduced
2052	SWM SeaCrest Wealth Management Purchase, New York	$550K	-$1.31M	1	0.06%	Reduced
2053	HIGP Hill Investment Group Partners St. Louis, Missouri	$549K	+$624K	1	0.06%	New
2054	Mesirow Financial Investment Management Chicago, Illinois	$548K	$0	1	0.01%	Maintained
2055	FWP Forefront Wealth Partners Austin, Texas	$546K	-$62.2K	2	0.17%	Reduced
2056	IB Intrust Bank Wichita, Kansas	$545K	-$165K	1	0.04%	Reduced
2057	GH GAM Holding Zurich, Switzerland	$545K	-$255K	1	0.04%	Reduced
2058	AP Advisortrust Partners Raleigh, North Carolina	$542K	+$105K	1	0.19%	Increased
2059	JWM Jessup Wealth Management Dayton, Ohio	$541K	+$17.2K	1	0.16%	Increased
2060	TM TigerOak Management Albuquerque, New Mexico	$540K	+$150K	1	0.15%	Increased
2061	RGC Roberts, Glore & Co Deerfield, Illinois	$540K	-$542K	1	0.13%	Reduced
2062	RIM Reliant Investment Management Memphis, Tennessee	$537K	-$553K	1	0.19%	Reduced
2063	TAM Tucker Asset Management Littleton, Colorado	$536K	+$448K	1	0.13%	New
2064	FFS Founders Financial Securities Towson, Maryland	$534K	-$5.19K	1	0.03%	Reduced
2065	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$532K	+$40.5K	1	0.01%	Increased
2066	ADEF ABS Direct Equity Fund Stamford, Connecticut	$532K	+$528	1	0.33%	New
2067	AIM ABS Investment Management Greenwich, Connecticut	$532K	+$528	1	0.33%	New
2068	SIS Sound Income Strategies Ft Lauderdale, Florida	$530K	-$341K	2	0.02%	Reduced
2069	OMC Overbrook Management Corp New York	$522K	+$436K	1	0.08%	New
2070	SAM Stenahm Asset Management Guernsey	$522K	-$2.69M	1	0.37%	Reduced
2071	AB Atlas Brown Louisville, Kentucky	$520K	+$211K	1	0.14%	Increased
2072	QL Quarry LP New York	$520K	+$175K	31	0.04%	Increased
2073	OL OneFund LLC Saint Petersburg, Florida	$519K	-$15.3K	4	0.29%	Reduced
2074	FWM Finer Wealth Management Salem, Massachusetts	$518K	+$3.63K	1	0.23%	Increased
2075	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$516K	+$617	1	0.05%	Increased