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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
2451	BWM BKM Wealth Management Brookfield, Wisconsin	$9.58K	+$7.37K	2	0%	New
2452	BAM Bellevue Asset Management Bellevue, Washington	$9.5K	$0	3	0.01%	Maintained
2453	KIG Kessler Investment Group Columbus, Indiana	$9.4K	$0	1	0.01%	Maintained
2454	SFA Semmax Financial Advisors Winston Salem, North Carolina	$9.37K	$0	2	0%	Maintained
2455	LG LAM Group Lake Oswego, Oregon	$9.18K	-$1.05K	2	0.01%	Reduced
2456	DAC Dividend Assets Capital Ridgeland, South Carolina	$9K	-$7.45K	1	0%	Reduced
2457	RBC Roble Belko & Company Sewickley, Pennsylvania	$9K	+$2.29K	5	0%	Increased
2458	IA IFS Advisors Overland Park, Kansas	$8.81K	$0	2	0.01%	Maintained
2459	LI LVZ Inc Holland, Michigan	$8.47K	+$6.22K	1	0%	Increased
2460	FWA FSC Wealth Advisors Fishkill, New York	$8.21K	$0	1	0.01%	Maintained
2461	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$8.18K	+$6.29K	2	0%	New
2462	CC Cannell & Co New York	$8.16K	$0	1	0%	Maintained
2463	AWM Austin Wealth Management Austin, Texas	$8.05K	$0	1	0%	Maintained
2464	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$8K	$0	1	0.01%	Maintained
2465	SVCP Silicon Valley Capital Partners San Jose, California	$7.74K	$0	1	0%	Maintained
2466	NCM Northwest Capital Management Lake Oswego, Oregon	$7.62K	-$11.7K	1	0%	Reduced
2467	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$7.55K	+$7.05K	1	0%	New
2468	Advisory Alpha Holland, Michigan	$7.13K	-$111K	1	0%	Reduced
2469	PLU Performa Ltd (US) Charleston, South Carolina	$7.06K	-$3.44K	1	0%	Reduced
2470	UCB United Community Bank Greenville, South Carolina	$6.88K	-$104K	1	0%	Reduced
2471	BFS Burkett Financial Services Rock Hill, South Carolina	$6.75K	+$6.3K	1	0%	New
2472	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$6.73K	+$5.4K	6	0%	New
2473	NL NVWM LLC Yardley, Pennsylvania	$6.59K	$0	1	0%	Maintained
2474	TIM Tortoise Investment Management White Plains, New York	$6.55K	$0	2	0%	Maintained
2475	TCA Trifecta Capital Advisors Northbrook, Illinois	$6.5K	$0	2	0%	Maintained