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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	CC Cannell & Co New York	$275K	+$218K	1	0.01%	New
2052	FSA Fort Sheridan Advisors Highland Park, Illinois	$275K	+$218K	1	0.17%	New
2053	DRW Securities Chicago, Illinois	$274K	-$451K	1	0.01%	Reduced
2054	AAM Auxier Asset Management Aurora, Oregon	$273K	+$217K	1	0.06%	New
2055	GSWM Golden State Wealth Management Santa Ana, California	$273K	-$280	1	0.07%	Reduced
2056	PWMG Prestige Wealth Management Group Flemington, New Jersey	$273K	+$37K	2	0.1%	Increased
2057	WDL Well Done LLC Holland, Michigan	$272K	+$216K	1	0.07%	New
2058	GWM Gray Wealth Management Bangor, Maine	$271K	+$216K	1	0.23%	New
2059	CFA Cahill Financial Advisors Edina, Minnesota	$268K	+$212K	1	0.1%	New
2060	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$268K	+$212K	1	0.21%	New
2061	AWP Ascent Wealth Partners New Hartford, New York	$266K	+$211K	1	0.08%	New
2062	CWM CCG Wealth Management San Diego, California	$266K	+$211K	1	0.25%	New
2063	Quadrature Capital London, United Kingdom	$266K	+$248K	1	0.03%	New
2064	TP Tranquility Partners Brentwood, Tennessee	$266K	+$211K	1	0.25%	New
2065	CT Caldwell Trust Venice, Florida	$265K	-$2.49K	2	0.04%	Reduced
2066	FCCM First City Capital Management Savannah, Georgia	$264K	+$210K	1	0.2%	New
2067	EGA E&G Advisors Houston, Texas	$261K	+$207K	1	0.1%	New
2068	AIM AIA Investment Management Singapore	$260K	+$206K	1	0.06%	New
2069	IF Intrua Financial Houston, Texas	$260K	+$186K	1	0.1%	New
2070	RCG Rock Creek Group Washington, District of Columbia	$260K	-$1.45M	1	0.14%	Reduced
2071	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$260K	+$207K	1	0.1%	New
2072	XS XR Securities Chicago, Illinois	$260K	-$1.01M	1	0.03%	Reduced
2073	Annex Advisory Services Brookfield, Wisconsin	$257K	+$204K	1	0.04%	New
2074	AL Arnhold LLC New York	$256K	+$187K	1	0.04%	New
2075	CPC Consolidated Planning Corp Atlanta, Georgia	$256K	+$203K	1	0.25%	New