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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	RCM Raleigh Capital Management Cary, North Carolina	$13K	+$7.24K	3	0.01%	Increased
2352	KIG Kessler Investment Group Columbus, Indiana	$12.6K	-$3.5M	2	0.01%	Reduced
2353	MAM Marquette Asset Management Minneapolis, Minnesota	$12.2K	$0	2	0%	Maintained
2354	JWM Janiczek Wealth Management Denver, Colorado	$12.1K	-$7.77K	5	0%	Reduced
2355	AFS Annapolis Financial Services Annapolis, Maryland	$12K	$0	1	0%	Maintained
2356	TD Ameritrade Investment Management Omaha, Nebraska	$12K	-$4.29K	1	0%	Reduced
2357	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$11.9K	$0	1	0.01%	Maintained
2358	WP WealthShield Partners Cary, North Carolina	$11.4K	$0	1	0%	Maintained
2359	PO Private Ocean San Rafael, California	$11.2K	-$3.88K	2	0%	Reduced
2360	PLU Performa Ltd (US) Charleston, South Carolina	$11K	+$7.5K	1	0.01%	Increased
2361	DSC Duncker Streett & Co St. Louis, Missouri	$10.9K	-$13K	3	0%	Reduced
2362	DIM Delta Investment Management San Francisco, California	$10.8K	$0	1	0%	Maintained
2363	SCM Silvant Capital Management Atlanta, Georgia	$10.7K	$0	1	0%	Maintained
2364	SC Steph & Co Marinette, Wisconsin	$10.7K	$0	1	0.01%	Maintained
2365	GGI Godsey & Gibb Inc Richmond, Virginia	$10.4K	$0	2	0%	Maintained
2366	CFS CGC Financial Services Lake Oswego, Oregon	$10.4K	+$9.5K	6	0.01%	New
2367	DCP Distillate Capital Partners Chicago, Illinois	$10.2K	+$136	1	3.3%	Increased
2368	HFS HBC Financial Services Seattle, Washington	$10K	-$750	1	0.01%	Reduced
2369	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$9.83K	-$29K	1	0%	Reduced
2370	KWM Kolinsky Wealth Management Ramsey, New Jersey	$9.5K	-$5K	1	0.01%	Reduced
2371	LG LAM Group Lake Oswego, Oregon	$9.21K	$0	3	0.01%	Maintained
2372	ARS Adirondack Retirement Specialists Queensbury, New York	$9.07K	$0	1	0.01%	Maintained
2373	AWM Avondale Wealth Management West Lake Hills, Texas	$8.99K	$0	1	0.01%	Maintained
2374	PPWM PFG Private Wealth Management Lutz, Florida	$8.75K	-$11.4K	1	0.01%	Reduced
2375	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$8.68K	-$61.1K	1	0%	Reduced