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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	DI DFPG Investments Sandy, Utah	$256K	-$366K	1	0.16%	Reduced
2077	RDWM Red Door Wealth Management Memphis, Tennessee	$256K	+$2.07K	2	0.19%	Increased
2078	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$254K	+$201K	1	0.06%	New
2079	MCP Mirador Capital Partners Pleasanton, California	$253K	+$184K	1	0.09%	New
2080	RM Resource Management Metairie, Louisiana	$253K	+$201K	1	0.04%	New
2081	GWS Glassman Wealth Services Vienna, Virginia	$252K	+$1.68K	5	0.08%	Increased
2082	Beck Mack & Oliver New York	$251K	+$199K	1	0.01%	New
2083	CG Corundum Group Colorado Springs, Colorado	$251K	+$199K	1	0.3%	New
2084	PFA Paradigm Financial Advisors Des Peres, Missouri	$251K	+$183K	1	0.08%	New
2085	TCI Wealth Advisors Tucson, Arizona	$251K	+$26.8K	6	0.11%	Increased
2086	VIP Vantage Investment Partners Kansas City, Missouri	$249K	+$197K	1	0.02%	New
2087	AFC AFT Forsyth & Company West Palm Beach, Florida	$248K	-$492K	1	0.21%	Reduced
2088	FRA Front Row Advisors Tiburon, California	$248K	-$1.48K	2	0.15%	Reduced
2089	JC JBF Capital Aspen, Colorado	$248K	-$30K	1	0.04%	Reduced
2090	EWM Evermay Wealth Management Arlington, Virginia	$247K	+$196K	1	0.07%	New
2091	Wolverine Asset Management Chicago, Illinois	$247K	+$39.1K	2	0%	Increased
2092	TI tru Independence Portland, Oregon	$246K	+$188K	3	0.04%	Increased
2093	RT Rockland Trust Hanover, Massachusetts	$245K	+$194K	1	0.02%	New
2094	HR Hayden Royal Charlotte, North Carolina	$244K	+$194K	1	0.14%	New
2095	EP EPIQ Partners Minneapolis, Minnesota	$244K	+$178K	1	0.22%	New
2096	FWM FSA Wealth Management Needham, Massachusetts	$244K	$0	1	0.17%	Maintained
2097	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$244K	+$194K	1	0.02%	New
2098	TAM Tradition Asset Management Richmond, Virginia	$244K	-$220K	1	0.07%	Reduced
2099	BA Bard Associates Chicago, Illinois	$243K	+$224K	1	0.13%	New
2100	WSC Wellington Shields & Co New York	$242K	+$192K	1	0.11%	New