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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
2226	CT Caldwell Trust Venice, Florida	$259K	-$40.9K	2	0.04%	Reduced
2227	AAMA Advanced Asset Management Advisors Dublin, Ohio	$258K	$0	1	0.07%	Maintained
2228	PA PSI Advisors Tampa, Florida	$258K	+$7.53K	1	0.2%	Increased
2229	CFA CWS Financial Advisors Kalamazoo, Michigan	$257K	-$3.77K	1	0.17%	Reduced
2230	MIC Meridian Investment Counsel Lafayette, California	$257K	+$9.42K	1	0.12%	Increased
2231	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$257K	+$9.04K	1	0.18%	Increased
2232	CX Institutional Auburn, Indiana	$255K	+$75.5K	1	0.03%	Increased
2233	VWA Visionary Wealth Advisors O'fallon, Illinois	$255K	+$244K	1	0.04%	New
2234	BFC Bedel Financial Consulting Indianapolis, Indiana	$254K	+$7.78K	2	0.13%	Increased
2235	APG Abacus Planning Group Columbia, South Carolina	$253K	$0	1	0.09%	Maintained
2236	VFP Verus Financial Partners Richmond, Virginia	$253K	+$242K	1	0.09%	New
2237	Walleye Capital New York	$252K	-$3.37M	1	0.03%	Reduced
2238	AA AlphaMark Advisors Ft. Wright, Kentucky	$251K	$0	1	0.1%	Maintained
2239	CWM CCG Wealth Management San Diego, California	$251K	-$47.1K	1	0.24%	Reduced
2240	IF Intrua Financial Houston, Texas	$251K	-$3.39K	1	0.12%	Reduced
2241	XM XTX Markets New York	$251K	+$226K	1	1.21%	New
2242	GFS GYL Financial Synergies West Hartford, Connecticut	$250K	+$3.39K	1	0.16%	Increased
2243	QT Quantamental Technologies White Plains, New York	$250K	-$11.5K	1	0.18%	Reduced
2244	FI Financial Insights Tacoma, Washington	$249K	+$138K	1	0.21%	Increased
2245	IWA Intercontinental Wealth Advisors San Antonio, Texas	$249K	+$238K	1	0.07%	New
2246	KCM Kanawha Capital Management Richmond, Virginia	$248K	$0	1	0.03%	Maintained
2247	KCM Kathmere Capital Management Wayne, Pennsylvania	$248K	-$122K	1	0.06%	Reduced
2248	BWM Baystate Wealth Management Boston, Massachusetts	$247K	+$14.6K	5	0.03%	Increased
2249	DAM Deltec Asset Management New York	$246K	+$235K	1	0.04%	New
2250	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$246K	+$235K	1	0.09%	New