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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	SRC Shufro Rose & Co New York	$37.9K	$0	1	0%	Maintained
2452	DF Dunhill Financial London, United Kingdom	$37.6K	-$256K	3	0.02%	Reduced
2453	IWP IAG Wealth Partners Waukesha, Wisconsin	$37.4K	$0	3	0.01%	Maintained
2454	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$37.2K	-$16.3K	1	0.01%	Reduced
2455	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$36.4K	$0	3	0.01%	Maintained
2456	PP PFS Partners Mine Hill, New Jersey	$36.3K	$0	5	0.02%	Maintained
2457	CCA Criterion Capital Advisors Nashville, Tennessee	$34.8K	$0	1	0.02%	Maintained
2458	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$34.7K	+$6.69K	2	0.05%	Increased
2459	DWP Destiny Wealth Partners Tavares, Florida	$34.2K	+$35.6K	1	0.01%	New
2460	USB Union Savings Bank Litchfield, Connecticut	$33.2K	+$7.69K	1	0.02%	Increased
2461	CIAS CBIZ Investment Advisory Services Independence, Ohio	$33.1K	-$173K	3	0%	Reduced
2462	NFG Norris Financial Group Greenville, South Carolina	$33K	+$773	1	0.02%	Increased
2463	IHWM Iron Horse Wealth Management Johston, Iowa	$32.8K	$0	2	0.01%	Maintained
2464	NL NVWM LLC Yardley, Pennsylvania	$32.7K	+$27.6K	7	0.01%	Increased
2465	ME McIlrath & Eck Arlington, Washington	$32.7K	+$4.93K	3	0%	Increased
2466	GFPC Global Financial Private Client Sarasota, Florida	$31.8K	+$4.52K	5	0.01%	Increased
2467	ANBT American National Bank & Trust Wichita Falls, Texas	$31.8K	-$70.9K	2	0%	Reduced
2468	CBA Coastal Bridge Advisors Westport, Connecticut	$31.3K	$0	1	0.01%	Maintained
2469	SWM Sugarloaf Wealth Management Duluth, Georgia	$31.1K	-$35	2	0.01%	Reduced
2470	PRWA Platte River Wealth Advisors Louisville, Colorado	$31.1K	+$13.5K	1	0.01%	Increased
2471	PPA Painted Porch Advisors Santa Barbara, California	$31K	+$12.7K	4	0.02%	Increased
2472	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$31K	$0	1	0.01%	Maintained
2473	CWM C2C Wealth Management Scottsdale, Arizona	$30.8K	+$42.5K	1	0.03%	New
2474	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$30.6K	+$981	4	0.01%	Increased
2475	TCM TD Capital Management Memphis, Tennessee	$30.2K	$0	1	0%	Maintained