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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
2376	Valmark Advisers Akron, Ohio	$103K	$0	1	0%	Maintained
2377	ONST Old North State Trust Greensboro, North Carolina	$102K	+$97.6K	1	0.07%	New
2378	Cornerstone Investment Partners Atlanta, Georgia	$101K	+$112K	1	0.01%	New
2379	HFA HC Financial Advisors Lafayette, California	$100K	$0	2	0.07%	Maintained
2380	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$99K	+$2.54K	3	0.06%	Increased
2381	PGAM Princeton Global Asset Management Princeton, New Jersey	$98K	-$125K	1	0.04%	Reduced
2382	SFPG Stonebridge Financial Planning Group Orlando, Florida	$96K	-$2.26K	2	0.07%	Reduced
2383	TW Transform Wealth Greenwood Village, Colorado	$95K	$0	1	0.02%	Maintained
2384	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$90K	$0	1	0.03%	Maintained
2385	MWP Meridian Wealth Partners Exton, Pennsylvania	$90K	+$2.83K	2	0.05%	Increased
2386	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$89K	+$62.4K	1	0.09%	Increased
2387	M Mirova Paris, France	$84K	-$284K	2	0.01%	Reduced
2388	OIA Optimum Investment Advisors Chicago, Illinois	$84K	+$39.1K	2	0.03%	Increased
2389	HFM Hartford Financial Management Hartford, Connecticut	$82K	-$13.6K	3	0.02%	Reduced
2390	MM Main Management San Francisco, California	$80K	+$39.8K	1	0.01%	Increased
2391	FNBOSM First National Bank of South Miami South Miami, Florida	$79K	+$75.3K	1	0.08%	New
2392	BFG Baron Financial Group Fair Lawn, New Jersey	$74.6K	+$68.7K	2	0.07%	New
2393	PWAC Private Wealth Advisors (California) Fresno, California	$71K	+$78.9K	1	0.04%	New
2394	Wolverine Asset Management Chicago, Illinois	$71K	-$241K	1	0%	Reduced
2395	SAM Shone Asset Management Walnut Creek, California	$69K	+$65.4K	1	0.06%	New
2396	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$66K	+$565	1	0.04%	Increased
2397	VRM Vectors Research Management New York	$65K	-$28.8K	2	0.02%	Reduced
2398	SWM Sugarloaf Wealth Management Duluth, Georgia	$62K	$0	3	0.02%	Maintained
2399	AIC Ayalon Insurance Company Ramat Gan, Israel	$61K	$0	1	0.03%	Maintained
2400	PP PrairieView Partners St. Paul, Minnesota	$61K	$0	2	0.01%	Maintained