| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 14 | 40.00% | |
| VOO | Vanguard S&P 500 ETF | 13 | -7.14% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 9 | 200.00% | |
| NVDA | NVIDIA Corporation | 7 | 40.00% | |
| UAE | iShares MSCI UAE ETF | 6 | 0.00% | |
| MSFT | Microsoft Corporation | 5 | 150.00% | |
| BND | Vanguard Total Bond Market Index Fund ETF Shares | 5 | 400.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 5 | 66.67% | |
| QQQ | Invesco QQQ Trust | 4 | 33.33% | |
| IXUS | iShares Core MSCI Total International Stock ETF | 3 | 0.00% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 3 | -81.25% | |
| FA | First Advantage Corp | 3 | 0.00% | |
| DM | Desktop Metal Inc | 3 | 200.00% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 3 | -62.50% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 3 | -40.00% | |
| GPIQ | Goldman Sachs Nasdaq-100 Core Premium Income ETF | 3 | 0.00% | |
| FXAIX | Fidelity 500 Index Fund | 3 | 0.00% | |
| KSA | iShares MSCI Saudi Arabia ETF | 2 | 0.00% | |
| EU | enCore Energy Corp. Common Shares | 2 | 0.00% | |
| FZILX | FIDELITY ZERO INTERNATIONAL INDEX FUND | 2 | 0.00% | |
| FZROX | FIDELITY ZERO TOTAL MARKET INDEX FUND | 2 | 0.00% | |
| CTO | CTO Realty Growth Inc | 2 | 0.00% | |
| FASGX | FIDELITY ASSET MANAGER 70% FIDELITY ASSET MANAGER 70% | 2 | 0.00% | |
| VTEB | Vanguard Tax-Exempt Bond Index Fund ETF Shares | 2 | 0.00% | |
| FBIFX | FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS | 2 | 0.00% | |
| TRT | Trio-Tech International | 2 | 0.00% | |
| MSCI | MSCI Inc | 2 | 0.00% | |
| GLD | SPDR® Gold Shares | 2 | 0.00% | |
| DD | Dupont De Nemours Inc | 2 | 0.00% | |
| VTSAX | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | 2 | 100.00% | |
| FI | Fiserv, Inc. | 2 | 0.00% | |
| GLP | Global Partners LP | 2 | 0.00% | |
| AGI | Alamos Gold Inc | 2 | 0.00% | |
| GEO | Geo Group Inc | 2 | 0.00% | |
| ORCL | Oracle Corporation | 2 | 100.00% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2 | 0.00% | |
| PHK | PIMCO High Income Fund | 2 | 0.00% | |
| ADX | Adams Diversified Equity Closed Fund | 1 | 0.00% | |
| AL | Air Lease Corporation | 1 | 0.00% | |
| GRID | First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund | 1 | 0.00% | |
| FBTC | Fidelity Wise Origin Bitcoin Trust | 1 | 0.00% | |
| SAH | Sonic Automotive Inc | 1 | 0.00% | |
| BB | BlackBerry Ltd | 1 | 0.00% | |
| ZSL | ProShares UltraShort Silver | 1 | 0.00% | |
| FIHFX | FIDELITY FREEDOM INDEX 2035 FUND INVESTOR CLASS | 1 | 0.00% | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 1 | -88.89% | |
| AVUV | Avantis® U.S. Small Cap Value ETF | 1 | 0.00% | |
| PSI | Invesco Dynamic Semiconductors ETF | 1 | 0.00% | |
| UK | Ucommune International Ltd | 1 | -50.00% | |
| CME | CME Group Inc | 1 | 0.00% | |
| IDEV | iShares Core MSCI International Developed Market | 1 | 0.00% | |
| GOOG | Alphabet Inc Class C | 1 | -75.00% | |
| PBHAX | PRUDENTIAL HIGH YIELD FUND CLASS A | 1 | 0.00% | |
| COM | Direxion Auspice Broad Commodity Strategy ETF | 1 | 0.00% | |
| OPEN | Opendoor Technologies Inc | 1 | 0.00% | |
| BBC | Virtus LifeSci Biotech Clinical Trials ETF | 1 | 0.00% | |
| LEO | BNY Mellon Strategic Municipals Inc | 1 | 0.00% | |
| FFNOX | FIDELITY FOUR-IN-ONE INDEX FUND FIDELITY FOUR-IN-ONE INDEX FUND | 1 | 0.00% | |
| RM | Regional Management Corp | 1 | 0.00% | |
| SMH | VanEck Semiconductor ETF | 1 | -75.00% | |
| SOXL | Direxion Daily Semiconductor Bull 3X Shares | 1 | 0.00% | |
| VHT | Vanguard Health Care Index Fund ETF Shares | 1 | 0.00% | |
| FANG | Diamondback Energy Inc | 1 | 0.00% | |
| FNILX | FIDELITY ZERO LARGE CAP INDEX FUND | 1 | 0.00% | |
| CGMU | Capital Group Municipal Income ETF | 1 | 0.00% | |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | 1 | 0.00% | |
| FBIIX | Fidelity Salem Street Trust - International Bond Index Fund | 1 | 0.00% | |
| AAPL | Apple Inc | 1 | -50.00% | |
| TIC | Acuren Corporation | 1 | 0.00% | |
| VGIT | Vanguard Intermediate-Term Treasury Index Fund ETF Shares | 1 | 0.00% | |
| GE | GE Aerospace | 1 | 0.00% | |
| POST | Post Holdings Inc | 1 | 0.00% | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 1 | 0.00% | |
| VMSXX | Vanguard Municipal Bond Funds - Vanguard Municipal Money Market Fund | 1 | 0.00% | |
| FCNTX | Fidelity Contrafund | 1 | 0.00% | |
| AGGG | Antilia Group Corp | 1 | 0.00% | |
| AAL | American Airlines Group | 1 | -90.00% | |
| FXNAX | FIDELITY U.S. BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS | 1 | 0.00% | |
| ION | Proshares S&P Global Core Battery Metals ETF | 1 | 0.00% | |
| AVMA | American Century ETF Trust | 1 | 0.00% | |
| CMPX | Compass Therapeutics Inc. | 1 | 0.00% | |
| FIOFX | FIDELITY FREEDOM INDEX 2045 FUND INVESTOR CLASS | 1 | 0.00% | |
| VWEHX | VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES | 1 | 0.00% | |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 1 | 0.00% | |
| AMD | Advanced Micro Devices Inc | 1 | 0.00% | |
| PANW | Palo Alto Networks Inc | 1 | 0.00% | |
| GPIX | Goldman Sachs S&P 500 Core Premium Income ETF | 1 | 0.00% | |
| OS | OneStream, Inc. Class A Common Stock | 1 | 0.00% | |
| MBS | Angel Oak Mortgage-Backed Securities ETF | 1 | 0.00% | |
| MUB | iShares National Muni Bond ETF | 1 | 0.00% | |
| GLDM | SPDR Gold MiniShares | 1 | 0.00% | |
| SD | SandRidge Energy Inc | 1 | 0.00% | |
| HYSA | BondBloxx ETF Trust | 1 | -95.24% | |
| BYD | Boyd Gaming Corporation | 1 | 0.00% | |
| QQQM | Invesco NASDAQ 100 ETF | 1 | -80.00% | |
| GCC | WisdomTree Continuous Commodity Index Fund | 1 | 0.00% | |
| AVGO | Broadcom Inc | 1 | 0.00% | |
| PLUS | ePlus inc | 1 | 0.00% | |
| QQQI | NEOS Nasdaq 100 High Income ETF | 1 | 0.00% | |
| IDE | Voya Infrastructure Industrials & Materials Fund | 1 | 0.00% | |