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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
2326	FMP Financial Management Professionals Austin, Texas	$19K	+$14.4K	1	0.01%	Increased
2327	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$18K	+$14K	3	0.02%	New
2328	PH Pinnacle Holdings Tulsa, Oklahoma	$17.4K	$0	1	0.01%	Maintained
2329	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$17.4K	+$13.8K	1	0.01%	New
2330	APW Acima Private Wealth Richmond, Virginia	$17K	$0	1	0.01%	Maintained
2331	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$17K	$0	1	0.01%	Maintained
2332	FA Financial Advantage Columbia, Maryland	$17K	$0	1	0.01%	Maintained
2333	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$17K	$0	1	0%	Maintained
2334	EM ELCO Management New York	$16K	$0	1	0.01%	Maintained
2335	EIM Essex Investment Management Boston, Massachusetts	$16K	+$12.6K	1	0%	New
2336	LFG LifePlan Financial Group Dayton, Ohio	$16K	$0	1	0.01%	Maintained
2337	APWM Atlas Private Wealth Management Albany, New York	$15K	$0	1	0.01%	Maintained
2338	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$15K	$0	1	0.01%	Maintained
2339	LS Leelyn Smith Geneva, Illinois	$15K	+$8.29K	1	0.01%	Increased
2340	AGA Accuvest Global Advisors Provo, Utah	$14K	+$9.95K	1	0.04%	New
2341	SWM Selective Wealth Management Forest, Virginia	$14K	$0	1	0.01%	Maintained
2342	SFG Sowa Financial Group Lincoln, Rhode Island	$14K	$0	1	0.01%	Maintained
2343	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$13K	-$35.2K	1	0%	Reduced
2344	TD Ameritrade Investment Management Omaha, Nebraska	$13K	-$453	2	0%	Reduced
2345	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$12K	$0	1	0.01%	Maintained
2346	CCM Cribstone Capital Management Augusta, Maine	$12K	+$7.66K	2	0.01%	Increased
2347	RIM Rockbridge Investment Management Syracuse, New York	$12K	+$9.36K	2	0%	New
2348	NIM NuWave Investment Management Parsippany, New Jersey	$11K	-$457K	1	0.01%	Reduced
2349	TIM Tortoise Investment Management White Plains, New York	$11K	$0	1	0%	Maintained
2350	FWM Filbrandt Wealth Management Middleton, Wisconsin	$10K	+$2.91K	2	0.01%	Increased