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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
2076	PH Pinnacle Holdings Tulsa, Oklahoma	$10.8K	$0	1	0%	Maintained
2077	ACM Anfield Capital Management Irvine, California	$10K	+$8.96K	1	0%	New
2078	AC Asio Capital Lexington, Kentucky	$10K	+$10.4K	1	0.01%	New
2079	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$10K	+$8.96K	1	0.01%	New
2080	FA Financial Advantage Columbia, Maryland	$10K	-$46.9K	1	0.01%	Reduced
2081	LFG LifePlan Financial Group Dayton, Ohio	$10K	$0	1	0%	Maintained
2082	TD Ameritrade Investment Management Omaha, Nebraska	$10K	$0	2	0%	Maintained
2083	CCM Cribstone Capital Management Augusta, Maine	$9K	-$857	2	0.01%	Reduced
2084	SWM Selective Wealth Management Forest, Virginia	$9K	$0	1	0.01%	Maintained
2085	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$8K	$0	1	0%	Maintained
2086	SFG Sowa Financial Group Lincoln, Rhode Island	$8K	+$8.63K	1	0.01%	New
2087	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$7K	+$5.58K	1	0%	New
2088	CFD Creative Financial Designs Kokomo, Indiana	$7K	-$2.27K	1	0%	Reduced
2089	FIG Fortress Investment Group New York	$7K	$0	1	0%	Maintained
2090	MIM Macroview Investment Management Bethesda, Maryland	$7K	+$3.33K	1	0.01%	Increased
2091	1NWS 1 North Wealth Services Annapolis, Maryland	$6K	$0	1	0%	Maintained
2092	BRC Bell Rock Capital Rehoboth Beach, Delaware	$6K	$0	1	0.01%	Maintained
2093	CA CXI Advisors Auburn, Indiana	$6K	+$5.84K	1	0.01%	New
2094	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$6K	$0	1	0%	Maintained
2095	Altshuler Shaham Tel Aviv, Israel	$5K	-$51.3K	2	0%	Reduced
2096	EIP Ellis Investment Partners Berwyn, Pennsylvania	$5K	$0	1	0%	Maintained
2097	FPFS First Personal Financial Services Charlotte, North Carolina	$5K	-$21.7K	1	0%	Reduced
2098	FWC First Washington Corp Seattle, Washington	$5K	$0	1	0%	Maintained
2099	SFA Semmax Financial Advisors Winston Salem, North Carolina	$5K	$0	1	0%	Maintained
2100	IWP IAG Wealth Partners Waukesha, Wisconsin	$4K	+$3.13K	1	0%	New