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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	DWM Dogwood Wealth Management Lenexa, Kansas	$19.1K	+$19.4K	2	0.01%	New
2377	SFA Semmax Financial Advisors Winston Salem, North Carolina	$18.7K	+$134K	3	0.01%	Increased
2378	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$18.7K	$0	1	0.01%	Maintained
2379	MWM Mascoma Wealth Management Hanover, New Hampshire	$18.5K	+$8.4K	2	0%	Increased
2380	EC Elequin Capital New York	$18.2K	-$17.8K	2	0%	Reduced
2381	USB Union Savings Bank Litchfield, Connecticut	$18K	$0	1	0.01%	Maintained
2382	FWA FSC Wealth Advisors Fishkill, New York	$17.9K	-$114K	1	0.01%	Reduced
2383	NMG New Millennium Group Sandy, Utah	$17.9K	-$2.45M	2	0.01%	Reduced
2384	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$17.4K	+$4.04K	2	0%	Increased
2385	AAG Accordant Advisory Group Annapolis, Maryland	$17.4K	+$19.1K	1	0.02%	New
2386	FMB Field & Main Bank Henderson, Kentucky	$17.4K	$0	1	0.01%	Maintained
2387	BCH Berkshire Capital Holdings San Jose, California	$17.3K	-$32M	7	0.01%	Reduced
2388	LP LGL Partners Philadelphia, Pennsylvania	$17.3K	$0	1	0%	Maintained
2389	PFA Pathway Financial Advisers Auburn, Indiana	$17.2K	-$1.74K	2	0.01%	Reduced
2390	BWM Bullock Wealth Management Bloomington, Indiana	$17.2K	-$8.22K	6	0.01%	Reduced
2391	GGI Godsey & Gibb Inc Richmond, Virginia	$17.1K	+$230	3	0%	Increased
2392	BL BFSG LLC Irvine, California	$16.6K	-$4.79K	4	0%	Reduced
2393	SRCM Signature Resources Capital Management Newport Beach, California	$16.5K	-$40.4K	2	0.01%	Reduced
2394	PAM Paradigm Asset Management New York	$16.5K	-$114K	1	0%	Reduced
2395	DFA DHJJ Financial Advisors Naperville, Illinois	$16.3K	$0	4	0.01%	Maintained
2396	PO Private Ocean San Rafael, California	$15.8K	+$17.2K	2	0%	New
2397	PCA Providence Capital Advisors Charlotte, North Carolina	$15.3K	+$2.86K	1	0%	Increased
2398	PP PrairieView Partners St. Paul, Minnesota	$15K	-$97K	4	0%	Reduced
2399	CFA Cahill Financial Advisors Edina, Minnesota	$14.9K	+$25.8K	1	0%	New
2400	CCG Catalina Capital Group Torrance, California	$14.8K	+$305	1	0.01%	Increased