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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
2401	PP PrairieView Partners St. Paul, Minnesota	$44K	+$492	7	0.01%	Increased
2402	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$43.5K	-$9.3K	7	0.01%	Reduced
2403	TLCM Twin Lakes Capital Management Redwood Shores, California	$42.7K	$0	1	0.03%	Maintained
2404	KFI Key Financial Inc West Chester, Pennsylvania	$42.6K	$0	5	0.02%	Maintained
2405	MC Mayo Clinic Rochester, Minnesota	$42.4K	+$49.9K	1	0.02%	New
2406	SNS Financial Group Minneapolis, Minnesota	$42.2K	$0	2	0.01%	Maintained
2407	AC Annandale Capital Dallas, Texas	$42K	-$214K	2	0.01%	Reduced
2408	RTC Riverview Trust Company Vancouver, Washington	$42K	-$35.3K	3	0.04%	Reduced
2409	DI Diligent Investors Redlands, California	$41.9K	$0	1	0.01%	Maintained
2410	WAM Warberg Asset Management Winnetka, Illinois	$41K	+$67.8K	1	0.01%	Increased
2411	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$41K	-$9	5	0.04%	Reduced
2412	WOC West Oak Capital Westlake Village, California	$41K	-$3.6K	2	0.02%	Reduced
2413	IWA Intercontinental Wealth Advisors San Antonio, Texas	$40.7K	-$9.54K	1	0.01%	Reduced
2414	NECFA New England Capital Financial Advisors Meriden, Connecticut	$40.5K	+$38.9K	3	0.03%	New
2415	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$40.4K	$0	1	0.01%	Maintained
2416	ECP Epacria Capital Partners Boulder, Colorado	$40K	+$31.4K	1	0.03%	New
2417	FAG Fortitude Advisory Group Gig Harbor, Washington	$39.8K	$0	2	0.03%	Maintained
2418	SC Solstein Capital Menlo Park, California	$39.7K	$0	2	0.03%	Maintained
2419	LF Lee Financial Dallas, Texas	$39.2K	-$845	6	0.01%	Reduced
2420	RFG RFP Financial Group Atlanta, Georgia	$38.7K	+$45K	4	0.02%	New
2421	AWM Align Wealth Management Oklahoma City, Oklahoma	$38.6K	+$32.8K	2	0.03%	New
2422	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$38.5K	-$6.1K	4	0.01%	Reduced
2423	WA Wealthstar Advisors Plano, Texas	$38.4K	$0	1	0.02%	Maintained
2424	PFA Pathway Financial Advisers Auburn, Indiana	$38K	+$48K	4	0.02%	New
2425	CMP Coston McIsaac & Partners Bar Harbor, Maine	$38K	+$52.7K	2	0.01%	Increased