| VOO | Vanguard S&P 500 ETF | 17 | -15.00% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 13 | 116.67% | |
| SPY | SPDR S&P 500 ETF Trust | 7 | -22.22% | |
| HYSA | BondBloxx ETF Trust | 5 | -16.67% | |
| MSFT | Microsoft Corporation | 5 | -78.26% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 5 | -16.67% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 4 | -42.86% | |
| TIPS | Tianrong Internet Products and Services Inc | 4 | 0.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 3 | -50.00% | |
| FZROX | FIDELITY ZERO TOTAL MARKET INDEX FUND | 3 | 200.00% | |
| NVDA | NVIDIA Corporation | 3 | -76.92% | |
| UK | Ucommune International Ltd | 3 | 50.00% | |
| RDDT | Reddit, Inc. | 3 | 50.00% | |
| IBM | International Business Machines | 2 | 100.00% | |
| WW | WW International Inc | 2 | 0.00% | |
| GOOGL | Alphabet Inc Class A | 2 | -80.00% | |
| NFLX | Netflix Inc | 2 | 0.00% | |
| AMD | Advanced Micro Devices Inc | 2 | -60.00% | |
| DVQQ | WEBs Defined Volatility QQQ ETF | 2 | 0.00% | |
| DVSP | WEBs Defined Volatility SPY ETF | 2 | 0.00% | |
| GOOG | Alphabet Inc Class C | 2 | -33.33% | |
| QQQ | Invesco QQQ Trust | 2 | 100.00% | |
| SPAXX | Fidelity® Government Money Market Fund | 2 | 100.00% | |
| VDC | Vanguard Consumer Staples Index Fund ETF Shares | 2 | 0.00% | |
| AMZN | Amazon.com Inc | 2 | -84.62% | |
| ICE | Intercontinental Exchange Inc | 2 | 100.00% | |
| SF | Stifel Financial Corporation | 2 | 0.00% | |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | 2 | 0.00% | |
| NATO | Themes Transatlantic Defense ETF | 2 | 0.00% | |
| SLV | iShares Silver Trust | 2 | 0.00% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1 | 0.00% | |
| FXAIX | Fidelity 500 Index Fund | 1 | -50.00% | |
| SWVXX | Schwab Value Advantage Money Fund | 1 | 0.00% | |
| ASML | ASML Holding NV ADR | 1 | 0.00% | |
| VMFXX | Vanguard Federal Money Market Fund Investor Shares | 1 | 0.00% | |
| FTIHX | FIDELITY TOTAL INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS | 1 | 0.00% | |
| EU | enCore Energy Corp. Common Shares | 1 | -66.67% | |
| HODL | VanEck Bitcoin Trust | 1 | 0.00% | |
| EV | Mast Global Battery Recycling & Production ETF | 1 | -50.00% | |
| TPB | Turning Point Brands Inc | 1 | 0.00% | |
| SNSXX | The Charles Schwab Family of Funds - Schwab U.S. Treasury Money Fund | 1 | 0.00% | |
| QLD | ProShares Ultra QQQ | 1 | 0.00% | |
| PGP | PIMCO Global StocksPLUS & Income Fund | 1 | 0.00% | |
| FINV | FinVolution Group | 1 | 0.00% | |
| MLM | Martin Marietta Materials Inc | 1 | 0.00% | |
| CLOZ | Panagram Bbb-B Clo ETF | 1 | 0.00% | |
| EIC | Eagle Point Income Company Inc | 1 | 0.00% | |
| API | Agora Inc | 1 | 0.00% | |
| GHG | GreenTree Hospitality Group Ltd | 1 | 0.00% | |
| USFR | WisdomTree Floating Rate Treasury Fund | 1 | 0.00% | |
| PLAY | Dave & Buster’s Entertainment | 1 | 0.00% | |
| AVUV | Avantis® U.S. Small Cap Value ETF | 1 | 0.00% | |
| SJW | SJW Group Common Stock | 1 | 0.00% | |
| TFSA | Terra Income Fund 6, LLC 7.00% | 1 | 0.00% | |
| RSP | Invesco S&P 500® Equal Weight ETF | 1 | 0.00% | |
| AGQ | ProShares Ultra Silver | 1 | 0.00% | |
| XLV | Health Care Select Sector SPDR® Fund | 1 | 0.00% | |
| IBIE | iShares Trust | 1 | 0.00% | |
| XLP | Consumer Staples Select Sector SPDR® Fund | 1 | 0.00% | |
| MRP | Millrose Properties, Inc. | 1 | 0.00% | |
| VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF Shares | 1 | 0.00% | |
| UX | Roundhill Uranium ETF | 1 | 0.00% | |
| VIG | Vanguard Dividend Appreciation Index Fund ETF Shares | 1 | 0.00% | |
| JAAA | Janus Detroit Street Trust - Janus Henderson AAA CLO ETF | 1 | 0.00% | |
| FA | First Advantage Corp | 1 | 0.00% | |
| DOW | Dow Inc | 1 | 0.00% | |
| QQQM | Invesco NASDAQ 100 ETF | 1 | -75.00% | |
| CSA | VictoryShares US Small Cap Volatility Wtd ETF | 1 | 0.00% | |
| AC | Associated Capital Group Inc | 1 | 0.00% | |
| UBS | UBS Group AG | 1 | 0.00% | |
| TDF | Templeton Dragon Closed Fund | 1 | 0.00% | |
| PR | Permian Resources Corporation | 1 | -50.00% | |
| JPM | JPMorgan Chase & Co | 1 | 0.00% | |
| XLU | Utilities Select Sector SPDR® Fund | 1 | 0.00% | |
| PBDC | Putnam ETF Trust - Putnam BDC Income ETF | 1 | 0.00% | |
| HR | Healthcare Realty Trust Incorporated | 1 | 0.00% | |
| WWII | World of Wireless International Telecom Inc | 1 | 0.00% | |
| AA | Alcoa Corp | 1 | 0.00% | |
| III | Information Services Group Inc | 1 | 0.00% | |
| NET | Cloudflare Inc | 1 | 0.00% | |
| QQQI | NEOS Nasdaq 100 High Income ETF | 1 | 0.00% | |
| EMO | ClearBridge Energy MLP Opportunity Closed Fund | 1 | 0.00% | |
| UTG | Reaves Utility IF | 1 | 0.00% | |
| IVW | iShares S&P 500 Growth ETF | 1 | 0.00% | |
| VOOG | Vanguard S&P 500 Growth Index Fund ETF Shares | 1 | 0.00% | |
| UTF | Cohen and Steers Infrastructure Closed Fund | 1 | 0.00% | |
| TFLO | iShares Treasury Floating Rate Bond ETF | 1 | 0.00% | |
| UNH | UnitedHealth Group Incorporated | 1 | 0.00% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 1 | -93.33% | |
| SOFR | Amplify ETF Trust - Amplify Samsung SOFR ETF | 1 | 0.00% | |
| FZILX | FIDELITY ZERO INTERNATIONAL INDEX FUND | 1 | 0.00% | |
| IVV | iShares Core S&P 500 ETF | 1 | -50.00% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 1 | -80.00% | |
| ARDC | Ares Dynamic Credit Allocation Fund Inc | 1 | 0.00% | |
| CVS | CVS Health Corp | 1 | 0.00% | |
| FZFXX | Fidelity Newbury Street Trust - Treasury Fund | 1 | 0.00% | |
| DD | Dupont De Nemours Inc | 1 | -66.67% | |
| PC | Premium Catering (Holdings) Limited | 1 | -50.00% | |
| IP | International Paper | 1 | 0.00% | |
| RR | Richtech Robotics Inc. Class B Common Stock | 1 | 0.00% | |