| VOO | Vanguard S&P 500 ETF | 18 | 50.00% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 16 | 128.57% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 11 | 266.67% | |
| MSFT | Microsoft Corporation | 7 | 600.00% | |
| UAE | iShares MSCI UAE ETF | 5 | 400.00% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 5 | 150.00% | |
| BND | Vanguard Total Bond Market Index Fund ETF Shares | 5 | 400.00% | |
| NVDA | NVIDIA Corporation | 5 | -37.50% | |
| EU | enCore Energy Corp. Common Shares | 5 | 0.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 4 | 0.00% | |
| QQQ | Invesco QQQ Trust | 4 | 33.33% | |
| MSCI | MSCI Inc | 4 | 0.00% | |
| FA | First Advantage Corp | 4 | 0.00% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 3 | -62.50% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 3 | 0.00% | |
| GPIQ | Goldman Sachs Nasdaq-100 Core Premium Income ETF | 3 | 0.00% | |
| MS | Morgan Stanley | 3 | 50.00% | |
| FXAIX | Fidelity 500 Index Fund | 3 | 0.00% | |
| HYSA | BondBloxx ETF Trust | 3 | -57.14% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 3 | -50.00% | |
| DM | Desktop Metal Inc | 3 | 50.00% | |
| IXUS | iShares Core MSCI Total International Stock ETF | 3 | 200.00% | |
| IBKR | Interactive Brokers Group Inc | 2 | 0.00% | |
| PHK | PIMCO High Income Fund | 2 | 0.00% | |
| ORCL | Oracle Corporation | 2 | 100.00% | |
| FI | Fiserv, Inc. | 2 | 0.00% | |
| GLP | Global Partners LP | 2 | 0.00% | |
| GEO | Geo Group Inc | 2 | 0.00% | |
| OS | OneStream, Inc. Class A Common Stock | 2 | 100.00% | |
| GLD | SPDR® Gold Shares | 2 | 0.00% | |
| VTSAX | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | 2 | 100.00% | |
| VTEB | Vanguard Tax-Exempt Bond Index Fund ETF Shares | 2 | 0.00% | |
| FBIFX | FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS | 2 | 0.00% | |
| FASGX | FIDELITY ASSET MANAGER 70% FIDELITY ASSET MANAGER 70% | 2 | 0.00% | |
| CMPX | Compass Therapeutics Inc. | 2 | 0.00% | |
| TRT | Trio-Tech International | 2 | 0.00% | |
| GE | GE Aerospace | 2 | 0.00% | |
| UK | Ucommune International Ltd | 2 | 100.00% | |
| FZROX | FIDELITY ZERO TOTAL MARKET INDEX FUND | 2 | 0.00% | |
| FZILX | FIDELITY ZERO INTERNATIONAL INDEX FUND | 2 | 0.00% | |
| VBTLX | Vanguard Total Bond Market Index Fund Admiral Shares | 1 | 0.00% | |
| COIN | Coinbase Global Inc | 1 | 0.00% | |
| LOT | Lotus Technology Inc. American Depositary Shares | 1 | 0.00% | |
| MU | Micron Technology Inc | 1 | 0.00% | |
| LPG | Dorian LPG Ltd | 1 | 0.00% | |
| SOFI | SoFi Technologies Inc. | 1 | -50.00% | |
| DUST | Direxion Daily Gold Miners Index Bear 2X Shares | 1 | 0.00% | |
| BIL | SPDR® Bloomberg 1-3 Month T-Bill ETF | 1 | 0.00% | |
| DT | Dynatrace Holdings LLC | 1 | 0.00% | |
| SATS | EchoStar Corporation | 1 | 0.00% | |
| FTABX | FIDELITY TAX-FREE BOND FUND FIDELITY TAX-FREE BOND FUND | 1 | 0.00% | |
| VYM | Vanguard High Dividend Yield Index Fund ETF Shares | 1 | 0.00% | |
| NBIS | Nebius Group N.V. | 1 | 0.00% | |
| MOVE | Movano Inc | 1 | 0.00% | |
| CHPS | Xtrackers Semiconductor Select Equity ETF | 1 | 0.00% | |
| NL | NL Industries Inc | 1 | 0.00% | |
| EV | Mast Global Battery Recycling & Production ETF | 1 | 0.00% | |
| SPTM | SPDR® Portfolio S&P 1500 Composite Stock Market ETF | 1 | 0.00% | |
| VTIAX | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL SHARES | 1 | 0.00% | |
| WH | Wyndham Hotels & Resorts Inc | 1 | 0.00% | |
| VGSH | Vanguard Short-Term Treasury Index Fund ETF Shares | 1 | 0.00% | |
| PPC | Pilgrims Pride Corp | 1 | 0.00% | |
| FAMRX | FIDELITY ASSET MANAGER 85% FIDELITY ASSET MANAGER 85% | 1 | 0.00% | |
| IE | Ivanhoe Electric Inc. | 1 | 0.00% | |
| JEPI | JPMorgan Equity Premium Income ETF | 1 | -91.67% | |
| SCHB | Schwab U.S. Broad Market ETF | 1 | 0.00% | |
| LGI | Lazard Global Total Return & Income Closed Fund | 1 | 0.00% | |
| PFS | Provident Financial Services Inc | 1 | 0.00% | |
| TMUS | T-Mobile US Inc | 1 | 0.00% | |
| PDBC | Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | 1 | 0.00% | |
| DON | WisdomTree U.S. MidCap Dividend Fund | 1 | 0.00% | |
| AVGO | Broadcom Inc | 1 | 0.00% | |
| QCOM | Qualcomm Incorporated | 1 | 0.00% | |
| QQQI | NEOS Nasdaq 100 High Income ETF | 1 | 0.00% | |
| PLUS | ePlus inc | 1 | 0.00% | |
| SPYI | SHP ETF Trust - NEOS S&P 500 High Income ETF | 1 | 0.00% | |
| AGI | Alamos Gold Inc | 1 | -50.00% | |
| CAPEX | Eaton Vance Capital Exchange Fund | 1 | 0.00% | |
| LNG | Cheniere Energy Inc | 1 | 0.00% | |
| VWO | Vanguard FTSE Emerging Markets Index Fund ETF Shares | 1 | 0.00% | |
| GPIX | Goldman Sachs S&P 500 Core Premium Income ETF | 1 | 0.00% | |
| LU | Lufax Holding Ltd | 1 | 0.00% | |
| DD | Dupont De Nemours Inc | 1 | 0.00% | |
| MUB | iShares National Muni Bond ETF | 1 | 0.00% | |
| GLDM | SPDR Gold MiniShares | 1 | 0.00% | |
| MBS | Angel Oak Mortgage-Backed Securities ETF | 1 | 0.00% | |
| FL | Foot Locker Inc | 1 | 0.00% | |
| NG | NovaGold Resources Inc | 1 | 0.00% | |
| CURI | Curiositystream Inc. | 1 | 0.00% | |
| BYD | Boyd Gaming Corporation | 1 | 0.00% | |
| BMR | Beamr Imaging Ltd. Ordinary Share | 1 | 0.00% | |
| CTO | CTO Realty Growth Inc | 1 | 0.00% | |
| AVMA | American Century ETF Trust | 1 | 0.00% | |
| FIOFX | FIDELITY FREEDOM INDEX 2045 FUND INVESTOR CLASS | 1 | 0.00% | |
| VGT | Vanguard Information Technology Index Fund ETF Shares | 1 | 0.00% | |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 1 | 0.00% | |
| VWEHX | VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES | 1 | 0.00% | |
| AMD | Advanced Micro Devices Inc | 1 | -50.00% | |
| AC | Associated Capital Group Inc | 1 | 0.00% | |
| BRLT | Brilliant Earth Group Inc | 1 | 0.00% | |