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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	PFA Pathway Financial Advisers Auburn, Indiana	$41K	-$7.22K	3	0.02%	Reduced
2352	CD Chapin Davis Baltimore, Maryland	$40.8K	$0	1	0.02%	Maintained
2353	KFI Key Financial Inc West Chester, Pennsylvania	$40.6K	-$193	4	0.01%	Reduced
2354	AWM Activest Wealth Management Aventure, Florida	$40.5K	-$1.85M	5	0.03%	Reduced
2355	PGAM Princeton Global Asset Management Princeton, New Jersey	$40.4K	$0	1	0.01%	Maintained
2356	RCG Rock Creek Group Washington, District of Columbia	$40K	+$27.4K	1	0.01%	Increased
2357	TCM TD Capital Management Memphis, Tennessee	$38.9K	+$14.2K	2	0%	Increased
2358	DFG Delta Financial Group Basking Ridge, New Jersey	$38K	+$22.4K	1	0.01%	Increased
2359	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$37.9K	-$71.4K	2	0.01%	Reduced
2360	Arax Advisory Partners Denver, Colorado	$37.7K	+$3.47K	5	0.01%	Increased
2361	LP LGL Partners Philadelphia, Pennsylvania	$37.6K	+$28.4K	1	0.01%	Increased
2362	HB Horizon Bancorp Michigan City, Indiana	$37K	$0	2	0.02%	Maintained
2363	ECP Epacria Capital Partners Boulder, Colorado	$36.8K	$0	1	0.03%	Maintained
2364	Thompson Siegel & Walmsley Richmond, Virginia	$36K	-$38.3K	2	0%	Reduced
2365	IRAG Investment Research & Advisory Group Atlanta, Georgia	$36K	-$1.68M	2	0.02%	Reduced
2366	CT Caldwell Trust Venice, Florida	$35.8K	$0	3	0.01%	Maintained
2367	MFG Mendota Financial Group Madison, Wisconsin	$35.8K	-$144K	3	0.04%	Reduced
2368	GFPC Global Financial Private Client Sarasota, Florida	$35K	-$32.3K	2	0.02%	Reduced
2369	EWP Elevation Wealth Partners Santa Rosa, California	$35K	+$35.2K	3	0.03%	New
2370	CG Corundum Group Colorado Springs, Colorado	$33.7K	$0	1	0.02%	Maintained
2371	Reinhart Partners Mequon, Wisconsin	$33.4K	+$6.54M	1	0%	Increased
2372	CWA Clearview Wealth Advisors Salem, Oregon	$33.3K	+$427	6	0.03%	Increased
2373	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$33K	-$23.7K	1	0.01%	Reduced
2374	SageView Advisory Group Newport Beach, California	$32.2K	+$29.6K	1	0%	New
2375	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$32K	+$20.4K	1	0.2%	Increased