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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
2101	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$206K	-$22.9K	1	0.11%	Reduced
2102	Punch & Associates Investment Management Edina, Minnesota	$206K	+$192K	1	0.01%	New
2103	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$206K	+$5.43K	2	0.05%	Increased
2104	WWP WR Wealth Planners Columbia, Missouri	$205K	-$8.48K	1	0.08%	Reduced
2105	Calamos Wealth Management Naperville, Illinois	$205K	+$150K	1	0.01%	New
2106	Wedmont Private Capital West Chester, Pennsylvania	$204K	-$147K	1	0.02%	Reduced
2107	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$204K	-$11.1K	4	0.14%	Reduced
2108	Falcon Wealth Planning Ontario, California	$204K	+$190K	1	0.04%	New
2109	HVP Hudson Value Partners Palm Beach, Florida	$204K	-$169K	1	0.09%	Reduced
2110	FMTC Farmers & Merchants Trust Company Long Beach, California	$203K	+$190K	1	0.05%	New
2111	Merriman Wealth Management Seattle, Washington	$203K	+$148K	1	0.01%	New
2112	Magnus Financial Group New York	$202K	+$148K	1	0.03%	New
2113	Arkos Global Advisors Houston, Texas	$202K	+$127K	1	0.04%	New
2114	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$202K	+$188K	1	0.1%	New
2115	CIA Caerus Investment Advisors West Lake Hills, Texas	$202K	+$148K	1	0.19%	New
2116	NJIM Nabity-Jensen Investment Management Omaha, Nebraska	$202K	+$188K	1	0.18%	New
2117	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$202K	+$188K	1	0.04%	New
2118	WFA WMG Financial Advisors Knoxville, Tennessee	$201K	+$139K	1	0.13%	New
2119	MF Meridian Financial Holliston, Massachusetts	$201K	+$161K	1	0.16%	New
2120	AWM Aries Wealth Management Portland, Maine	$201K	+$147K	1	0.07%	New
2121	Northeast Investment Management Boston, Massachusetts	$201K	+$147K	1	0.01%	New
2122	MIM Meridiem Investment Management London, United Kingdom	$201K	$0	1	0%	Maintained
2123	Wealth Alliance Advisory Group Wichita, Kansas	$201K	+$142K	1	0.05%	New
2124	AGF Management Toronto, Ontario, Canada	$200K	-$101K	1	0%	Reduced
2125	BWM Buckley Wealth Management Las Vegas, Nevada	$200K	-$137K	1	0.07%	Reduced