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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
2301	MB Mizuho Bank Tokyo, Japan	$41.9K	+$45.5K	1	0.01%	New
2302	FPF First Pacific Financial Vancouver, Washington	$41.4K	$0	1	0.01%	Maintained
2303	PGAM Princeton Global Asset Management Princeton, New Jersey	$40.8K	-$11K	2	0.01%	Reduced
2304	PCS Private Client Services Louisville, Kentucky	$40.5K	-$25.1K	1	0.03%	Reduced
2305	WPA West Paces Advisors Atlanta, Georgia	$40.3K	+$2.63K	4	0.01%	Increased
2306	JSAM J. Safra Asset Management New York	$40K	+$22.7K	1	0%	Increased
2307	MFA McClarren Financial Advisors State College, Pennsylvania	$40K	-$34.3K	2	0.03%	Reduced
2308	TFF The Family Firm Bethesda, Maryland	$39.8K	+$43.4K	4	0.01%	New
2309	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$39.6K	-$29.3K	2	0.01%	Reduced
2310	EP Essential Planning Portsmouth, New Hampshire	$39.1K	+$48.7K	1	0.02%	New
2311	GW&K Investment Management Boston, Massachusetts	$39K	+$6.74K	2	0%	Increased
2312	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$39K	$0	1	0.01%	Maintained
2313	HFS Horizon Financial Services Winston Salem, North Carolina	$38.9K	$0	3	0.02%	Maintained
2314	CC Cypress Capital Franklin, Tennessee	$38.8K	+$33.4K	4	0.01%	New
2315	SRC Shufro Rose & Co New York	$37.9K	$0	1	0%	Maintained
2316	BSB Bangor Savings Bank Bangor, Maine	$37.4K	-$18.4K	2	0%	Reduced
2317	NFG Norris Financial Group Greenville, South Carolina	$37.3K	$0	1	0.02%	Maintained
2318	Heritage Wealth Advisors Richmond, Virginia	$37.3K	$0	3	0%	Maintained
2319	PBF Petix & Botte Financial La Mesa, California	$37.1K	+$24K	1	0.01%	Increased
2320	ECM Estabrook Capital Management New York	$36.7K	$0	2	0.01%	Maintained
2321	TIM Total Investment Management Scottsdale, Arizona	$36.6K	-$4.37K	1	0%	Reduced
2322	SWM Sugarloaf Wealth Management Duluth, Georgia	$35.7K	$0	3	0.01%	Maintained
2323	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$35.7K	+$8.45K	1	0.02%	Increased
2324	CD Chapin Davis Baltimore, Maryland	$35.5K	+$4.48K	1	0.01%	Increased
2325	CCA Criterion Capital Advisors Nashville, Tennessee	$34.8K	$0	1	0.02%	Maintained