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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
2276	GHA GW Henssler & Associates Kennesaw, Georgia	$341K	-$8.04M	1	0.02%	Reduced
2277	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$341K	+$20K	3	0.11%	Increased
2278	CT Caldwell Trust Venice, Florida	$341K	+$229K	3	0.03%	Increased
2279	KFS Keynote Financial Services Vernon, Connecticut	$340K	-$44K	1	0.16%	Reduced
2280	TFA Transamerica Financial Advisors St. Petersburg, Florida	$340K	-$15K	18	0.03%	Reduced
2281	Cassaday & Co Wealth Management Mclean, Virginia	$339K	+$52.7K	11	0.01%	Increased
2282	JRPIM Journey Retirement Planning & Investment Management Ammon, Idaho	$338K	-$23K	1	0.26%	Reduced
2283	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$338K	+$67.8K	7	0.1%	Increased
2284	CB CNB Bank Clearfield, Pennsylvania	$338K	-$471K	5	0.13%	Reduced
2285	EL EQ LLC Bellevue, Washington	$338K	$0	1	0.08%	Maintained
2286	CMF Counterpoint Mutual Funds San Diego, California	$338K	-$146K	1	0.03%	Reduced
2287	APFP Action Point Financial Planning Grand Rapids, Michigan	$338K	+$365K	24	0.03%	New
2288	WAM Worth Asset Management Dallas, Texas	$338K	+$333K	1	0.11%	New
2289	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$337K	-$910	1	0.01%	Reduced
2290	MIG McGuire Investment Group Wakefield, Rhode Island	$337K	$0	1	0.03%	Maintained
2291	MCM M1 Capital Management Bloomfield Hills, Michigan	$336K	+$3.52K	2	0.12%	Increased
2292	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$335K	$0	1	0.07%	Maintained
2293	PFT Providence First Trust Scottsdale, Arizona	$335K	-$59.3K	1	0.09%	Reduced
2294	MIM MTM Investment Management Spartanburg, South Carolina	$335K	-$63.4K	7	0.1%	Reduced
2295	AIC Argus Investors Counsel New York	$334K	+$279K	1	0.26%	New
2296	SFG Strive Financial Group Carmel, Indiana	$333K	+$140K	18	0.14%	Increased
2297	RIS Richmond Investment Services Mequon, Wisconsin	$333K	-$981K	1	0.11%	Reduced
2298	MWP Momentum Wealth Planning Estero, Florida	$332K	+$309K	1	0.24%	New
2299	NW Naviter Wealth Little Rock, Arkansas	$332K	+$277K	1	0.03%	New
2300	SageView Advisory Group Newport Beach, California	$332K	$0	1	0.01%	Maintained