| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 8 | 166.67% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 7 | 75.00% | |
| VOO | Vanguard S&P 500 ETF | 7 | 0.00% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 5 | -28.57% | |
| MSFT | Microsoft Corporation | 5 | 66.67% | |
| WTI | W&T Offshore Inc | 4 | 0.00% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 3 | 50.00% | |
| NVDA | NVIDIA Corporation | 3 | -50.00% | |
| ASTS | Ast Spacemobile Inc | 3 | 0.00% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 3 | 0.00% | |
| LEO | BNY Mellon Strategic Municipals Inc | 3 | 0.00% | |
| SPYI | SHP ETF Trust - NEOS S&P 500 High Income ETF | 3 | 0.00% | |
| EU | enCore Energy Corp. Common Shares | 3 | 200.00% | |
| HYSA | BondBloxx ETF Trust | 3 | -25.00% | |
| VCLT | Vanguard Long-Term Corporate Bond Index Fund ETF Shares | 2 | 0.00% | |
| PC | Premium Catering (Holdings) Limited | 2 | 0.00% | |
| UK | Ucommune International Ltd | 2 | 0.00% | |
| AVUV | Avantis® U.S. Small Cap Value ETF | 2 | 100.00% | |
| VUG | Vanguard Growth Index Fund ETF Shares | 2 | 0.00% | |
| SPY | SPDR S&P 500 ETF Trust | 2 | -50.00% | |
| SPHY | SPDR Portfolio High Yield Bond | 2 | 0.00% | |
| XLE | Energy Select Sector SPDR® Fund | 2 | 100.00% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 2 | 100.00% | |
| QQQM | Invesco NASDAQ 100 ETF | 2 | 0.00% | |
| GOOG | Alphabet Inc Class C | 1 | 0.00% | |
| SOFI | SoFi Technologies Inc. | 1 | 0.00% | |
| CL | Colgate-Palmolive Company | 1 | 0.00% | |
| VGT | Vanguard Information Technology Index Fund ETF Shares | 1 | 0.00% | |
| PITA | Heramba Electric plc Ordinary Shares | 1 | 0.00% | |
| ARDC | Ares Dynamic Credit Allocation Fund Inc | 1 | 0.00% | |
| LPG | Dorian LPG Ltd | 1 | 0.00% | |
| BR | Broadridge Financial Solutions Inc | 1 | 0.00% | |
| APLD | Applied Digital Corporation | 1 | 0.00% | |
| IBKR | Interactive Brokers Group Inc | 1 | 0.00% | |
| SHLD | Global X Funds | 1 | 0.00% | |
| EV | Mast Global Battery Recycling & Production ETF | 1 | 0.00% | |
| CGIE | Capital Group International Equity ETF | 1 | 0.00% | |
| MSCI | MSCI Inc | 1 | 0.00% | |
| TDF | Templeton Dragon Closed Fund | 1 | 0.00% | |
| NL | NL Industries Inc | 1 | 0.00% | |
| TSLA | Tesla Inc | 1 | -90.00% | |
| SOXQ | Invesco PHLX Semiconductor ETF | 1 | 0.00% | |
| JAAA | Janus Detroit Street Trust - Janus Henderson AAA CLO ETF | 1 | 0.00% | |
| NBIS | Nebius Group N.V. | 1 | 0.00% | |
| AC | Associated Capital Group Inc | 1 | 0.00% | |
| AMD | Advanced Micro Devices Inc | 1 | 0.00% | |
| BACK | IMAC Holdings Inc | 1 | 0.00% | |
| PHYS | Sprott Physical Gold Trust | 1 | 0.00% | |
| GSAT | Globalstar, Inc. Common Stock | 1 | 0.00% | |
| ACA | Arcosa Inc | 1 | 0.00% | |
| URNM | Sprott Uranium Miners ETF | 1 | 0.00% | |
| EMXC | iShares MSCI Emerging Markets ex China | 1 | 0.00% | |
| DH | Definitive Healthcare Corp | 1 | 0.00% | |
| XYZ | Block, Inc | 1 | 0.00% | |
| INTC | Intel Corporation | 1 | 0.00% | |
| VG | Venture Global, Inc. | 1 | 0.00% | |
| FWRG | First Watch Restaurant Group Inc | 1 | 0.00% | |
| SPYM | Tradr 2X Long SPY Monthly ETF | 1 | 0.00% | |
| AVDV | Avantis® International Small Cap Value ETF | 1 | 0.00% | |
| IE | Ivanhoe Electric Inc. | 1 | 0.00% | |
| FXAIX | Fidelity 500 Index Fund | 1 | 0.00% | |
| AAA | Listed Funds Trust - AAF First Priority CLO Bond ETF | 1 | 0.00% | |
| IDMO | Invesco S&P International Developed Momentum ETF | 1 | 0.00% | |
| BCI | abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 1 | 0.00% | |
| QQQI | NEOS Nasdaq 100 High Income ETF | 1 | 0.00% | |
| CLOZ | Panagram Bbb-B Clo ETF | 1 | 0.00% | |
| KDEF | Exchange Listed Funds Trust | 1 | 0.00% | |
| SAP | SAP SE ADR | 1 | 0.00% | |
| TQQQ | ProShares UltraPro QQQ | 1 | 0.00% | |
| SMCI | Super Micro Computer Inc | 1 | 0.00% | |
| WMT | Walmart Inc | 1 | 0.00% | |
| VFFSX | VANGUARD 500 INDEX FUND INSTITUTIONAL SELECT SHARES | 1 | 0.00% | |
| REE | Ree Automotive Holding Inc | 1 | 0.00% | |
| WW | WW International Inc | 1 | 0.00% | |
| DM | Desktop Metal Inc | 1 | -50.00% | |
| TIPS | Tianrong Internet Products and Services Inc | 1 | 0.00% | |
| LNG | Cheniere Energy Inc | 1 | 0.00% | |
| IP | International Paper | 1 | 0.00% | |
| RDDT | Reddit, Inc. | 1 | 0.00% | |
| TAX | Cambria Tax Aware ETF | 1 | 0.00% | |
| COPX | Global X Copper Miners ETF | 1 | 0.00% | |
| FLGB | Franklin FTSE United Kingdom ETF | 1 | 0.00% | |
| BPTRX | BARON PARTNERS FUND BARON PARTNERS FUND | 1 | 0.00% | |
| VFIAX | VANGUARD 500 INDEX FUND ADMIRAL SHARES | 1 | 0.00% | |
| DD | Dupont De Nemours Inc | 1 | 0.00% | |
| WB | Weibo Corp | 1 | 0.00% | |
| PLTR | Palantir Technologies Inc. Class A Common Stock | 1 | 0.00% | |
| VDE | Vanguard Energy Index Fund ETF Shares | 1 | 0.00% | |
| FENY | Fidelity® MSCI Energy Index ETF | 1 | 0.00% | |
| UTG | Reaves Utility IF | 1 | 0.00% | |
| UTF | Cohen and Steers Infrastructure Closed Fund | 1 | 0.00% | |
| EMO | ClearBridge Energy MLP Opportunity Closed Fund | 1 | 0.00% | |
| ADD | Color Star Technology Co. Ltd. | 1 | 0.00% | |
| GCC | WisdomTree Continuous Commodity Index Fund | 1 | 0.00% | |
| VTSAX | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | 1 | 0.00% | |
| SWISX | SCHWAB INTERNATIONAL INDEX FUND SELECT SHARES | 1 | 0.00% | |
| SWTSX | SCHWAB TOTAL STOCK MARKET INDEX FUND SELECT SHARES | 1 | 0.00% | |
| SWPPX | Schwab S&P 500 Index Fund | 1 | 0.00% | |
| VEU | Vanguard FTSE All-World ex-US Index Fund ETF Shares | 1 | 0.00% | |
| DFIV | Dimensional International Value ETF | 1 | 0.00% | |