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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
2351	NWA Navis Wealth Advisors Rye Brook, New York	$298K	+$269K	1	0.11%	New
2352	HPM Hudson Portfolio Management Garrison, New York	$298K	-$10.7K	1	0.23%	Reduced
2353	OC Opinicus Capital Tampa, Florida	$296K	-$34.2K	1	0.16%	Reduced
2354	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$296K	+$230K	6	0.09%	Increased
2355	Centersquare Investment Management Conshohocken, Pennsylvania	$294K	+$271K	1	0%	New
2356	SFG Synergy Financial Group San Ramon, California	$294K	-$79K	1	0.21%	Reduced
2357	FWM Forza Wealth Management Sarasota, Florida	$293K	-$18.2K	1	0.09%	Reduced
2358	MWM Marion Wealth Management Monroeville, Pennsylvania	$293K	+$245K	1	0.06%	New
2359	BFG Beacon Financial Group Dallas, Texas	$293K	+$242K	2	0.03%	Increased
2360	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$292K	+$19K	4	0.06%	Increased
2361	NB NBH Bank Greenwood Village, Colorado	$292K	+$350K	9	0.12%	New
2362	JC JBGlobal.com New York	$292K	-$56.2K	1	0.26%	Reduced
2363	MIC Means Investment Company Bangor, Maine	$292K	+$29K	1	0.02%	Increased
2364	BAS Breakthru Advisory Services Muskego, Wisconsin	$291K	-$213K	1	0.98%	Reduced
2365	IIA Integrity Investment Advisors Fort Collins, Colorado	$291K	-$3.77K	1	0.13%	Reduced
2366	HP Hartree Partners New York	$290K	-$450K	4	0.06%	Reduced
2367	CFG Carr Financial Group Worcester, Massachusetts	$289K	-$35.1K	1	0.07%	Reduced
2368	FUBT First United Bank & Trust Oakland, Maryland	$289K	+$78.1K	8	0.08%	Increased
2369	EA Everpar Advisors Tulsa, Oklahoma	$289K	+$241K	1	0.08%	New
2370	FCM Family Capital Management Grand Rapids, Michigan	$289K	-$14.5K	1	0.11%	Reduced
2371	GPW Gentry Private Wealth Wichita, Kansas	$288K	+$297K	1	0.15%	New
2372	LM Luminus Management Houston, Texas	$288K	-$388K	1	0.2%	Reduced
2373	SC Solstein Capital Menlo Park, California	$287K	-$1.14K	4	0.1%	Reduced
2374	FWM Focused Wealth Management Newburgh, New York	$286K	+$15.2K	1	0.02%	Increased
2375	SGFG Silver Grove Financial Group Orchard Park, New York	$286K	+$259K	20	0.15%	New