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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	Bogart Wealth LLC Mclean, Virginia	$83.7K	+$20.9K	7	0.01%	Increased
2277	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$83.4K	$0	1	0%	Maintained
2278	SN Sittner & Nelson Eugene, Oregon	$82.8K	+$12.6K	3	0.05%	Increased
2279	AWM AllSquare Wealth Management Albany, New York	$82.5K	+$2.44K	5	0.05%	Increased
2280	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$80.4K	-$150K	8	0.03%	Reduced
2281	RWM Raffa Wealth Management Washington, District of Columbia	$80K	$0	3	0.03%	Maintained
2282	BIA Bell Investment Advisors Oakland, California	$79.8K	-$131	9	0.02%	Reduced
2283	CPA Cowen Prime Advisors New York	$79K	$0	1	0.03%	Maintained
2284	MAC Mason & Associates (California) Los Angeles, California	$77.4K	$0	1	0.02%	Maintained
2285	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$77.2K	$0	1	0.02%	Maintained
2286	DF DecisionPoint Financial Mesa, Arizona	$76.5K	$0	1	0.04%	Maintained
2287	SC Schubert & Co Mckinney, Texas	$76.3K	+$6.99K	5	0.07%	Increased
2288	BCM Blume Capital Management Berkeley, California	$74.6K	-$308	2	0.02%	Reduced
2289	AA Addison Advisors Middlebury, Vermont	$74.1K	+$4.71K	3	0.04%	Increased
2290	HWM HighMark Wealth Management St. Paul, Minnesota	$72.3K	$0	9	0.06%	Maintained
2291	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$71.7K	-$19.6K	2	0.03%	Reduced
2292	CWM Centric Wealth Management Chicago, Illinois	$71.3K	+$18.4K	1	0.03%	Increased
2293	SNS Financial Group Minneapolis, Minnesota	$70.8K	$0	2	0.01%	Maintained
2294	BA Bellwether Advisors Lincoln, Nebraska	$70.6K	-$909K	3	0.02%	Reduced
2295	IWA Intercontinental Wealth Advisors San Antonio, Texas	$70.4K	$0	1	0.02%	Maintained
2296	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$70.2K	$0	1	0.03%	Maintained
2297	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$69.2K	+$66.9K	4	0.05%	New
2298	SC Sawyer & Company Boston, Massachusetts	$69K	$0	1	0.04%	Maintained
2299	Sit Investment Associates Minneapolis, Minnesota	$69K	-$526K	1	0%	Reduced
2300	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$68.3K	+$24.2K	4	0.02%	Increased