| VOO | Vanguard S&P 500 ETF | 21 | 90.91% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 15 | 50.00% | |
| MSFT | Microsoft Corporation | 10 | 900.00% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 8 | 14.29% | |
| EU | enCore Energy Corp. Common Shares | 5 | 0.00% | |
| MSCI | MSCI Inc | 5 | 0.00% | |
| DM | Desktop Metal Inc | 4 | 100.00% | |
| NVDA | NVIDIA Corporation | 4 | -50.00% | |
| HYSA | BondBloxx ETF Trust | 4 | 100.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 4 | 0.00% | |
| IXUS | iShares Core MSCI Total International Stock ETF | 3 | 200.00% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 3 | -40.00% | |
| JPM | JPMorgan Chase & Co | 3 | 0.00% | |
| BND | Vanguard Total Bond Market Index Fund ETF Shares | 3 | 50.00% | |
| MS | Morgan Stanley | 3 | 200.00% | |
| UAE | iShares MSCI UAE ETF | 3 | -25.00% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 3 | 0.00% | |
| FZILX | FIDELITY ZERO INTERNATIONAL INDEX FUND | 2 | 0.00% | |
| FA | First Advantage Corp | 2 | 0.00% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 2 | -33.33% | |
| CMPX | Compass Therapeutics Inc. | 2 | 0.00% | |
| GLD | SPDR® Gold Shares | 2 | 0.00% | |
| OS | OneStream, Inc. Class A Common Stock | 2 | 100.00% | |
| VTSAX | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | 2 | 0.00% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 2 | -33.33% | |
| ORCL | Oracle Corporation | 2 | 100.00% | |
| FXAIX | Fidelity 500 Index Fund | 2 | 0.00% | |
| IBKR | Interactive Brokers Group Inc | 2 | 0.00% | |
| EV | Mast Global Battery Recycling & Production ETF | 2 | 100.00% | |
| ETH | Grayscale Ethereum Mini Trust (ETH) | 1 | 0.00% | |
| FBTC | Fidelity Wise Origin Bitcoin Trust | 1 | 0.00% | |
| BB | BlackBerry Ltd | 1 | 0.00% | |
| SPMO | Invesco S&P 500® Momentum ETF | 1 | 0.00% | |
| EMR | Emerson Electric Company | 1 | 0.00% | |
| FIHFX | FIDELITY FREEDOM INDEX 2035 FUND INVESTOR CLASS | 1 | 0.00% | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 1 | -75.00% | |
| HR | Healthcare Realty Trust Incorporated | 1 | 0.00% | |
| NFLX | Netflix Inc | 1 | 0.00% | |
| BCI | abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 1 | 0.00% | |
| PBHAX | PRUDENTIAL HIGH YIELD FUND CLASS A | 1 | 0.00% | |
| MUU | Direxion Daily MU Bull 2X Shares | 1 | 0.00% | |
| CME | CME Group Inc | 1 | 0.00% | |
| IDEV | iShares Core MSCI International Developed Market | 1 | 0.00% | |
| AGG | iShares Core U.S. Aggregate Bond ETF | 1 | 0.00% | |
| UK | Ucommune International Ltd | 1 | -50.00% | |
| BHC | Bausch Health Companies Inc | 1 | 0.00% | |
| DIS | Walt Disney Company | 1 | 0.00% | |
| RM | Regional Management Corp | 1 | 0.00% | |
| FFNOX | FIDELITY FOUR-IN-ONE INDEX FUND FIDELITY FOUR-IN-ONE INDEX FUND | 1 | 0.00% | |
| FZROX | FIDELITY ZERO TOTAL MARKET INDEX FUND | 1 | 0.00% | |
| TIPS | Tianrong Internet Products and Services Inc | 1 | 0.00% | |
| TIC | Acuren Corporation | 1 | 0.00% | |
| FBIIX | Fidelity Salem Street Trust - International Bond Index Fund | 1 | 0.00% | |
| AAPL | Apple Inc | 1 | -50.00% | |
| XLU | Utilities Select Sector SPDR® Fund | 1 | 0.00% | |
| TSM | Taiwan Semiconductor Manufacturing | 1 | 0.00% | |
| FNILX | FIDELITY ZERO LARGE CAP INDEX FUND | 1 | 0.00% | |
| AAL | American Airlines Group | 1 | -66.67% | |
| FXNAX | FIDELITY U.S. BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS | 1 | 0.00% | |
| XLV | Health Care Select Sector SPDR® Fund | 1 | 0.00% | |
| CEG | Constellation Energy Corp | 1 | 0.00% | |
| FCNTX | Fidelity Contrafund | 1 | 0.00% | |
| AGGG | Antilia Group Corp | 1 | 0.00% | |
| UAL | United Airlines 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% | |
| PEIFX | PIMCO RAE FUNDAMENTAL EMERGING MARKETS FUND INSTITUTIONAL CLASS | 1 | 0.00% | |
| VGIT | Vanguard Intermediate-Term Treasury Index Fund ETF Shares | 1 | 0.00% | |
| API | Agora Inc | 1 | 0.00% | |
| GE | GE Aerospace | 1 | 0.00% | |
| VGT | Vanguard Information Technology Index Fund ETF Shares | 1 | 0.00% | |
| FIOFX | FIDELITY FREEDOM INDEX 2045 FUND INVESTOR CLASS | 1 | 0.00% | |
| SOXX | iShares Semiconductor ETF | 1 | 0.00% | |
| FBIFX | FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS | 1 | 0.00% | |
| BMR | Beamr Imaging Ltd. Ordinary Share | 1 | 0.00% | |
| VTEB | Vanguard Tax-Exempt Bond Index Fund ETF Shares | 1 | 0.00% | |
| AC | Associated Capital Group Inc | 1 | 0.00% | |
| AMD | Advanced Micro Devices Inc | 1 | -50.00% | |
| TRT | Trio-Tech International | 1 | 0.00% | |
| BRLT | Brilliant Earth Group Inc | 1 | 0.00% | |
| FTFY | Fit After Fifty Inc | 1 | 0.00% | |
| VWEHX | VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES | 1 | 0.00% | |
| NEO | NeoGenomics Inc | 1 | 0.00% | |
| MUB | iShares National Muni Bond ETF | 1 | 0.00% | |
| GLDM | SPDR Gold MiniShares | 1 | 0.00% | |
| BDC | Belden Inc | 1 | 0.00% | |
| UBS | UBS Group AG | 1 | 0.00% | |
| LU | Lufax Holding Ltd | 1 | 0.00% | |
| XLE | Energy Select Sector SPDR® Fund | 1 | 0.00% | |
| CURI | Curiositystream Inc. | 1 | 0.00% | |
| NG | NovaGold Resources Inc | 1 | 0.00% | |
| FL | Foot Locker Inc | 1 | 0.00% | |
| SWPPX | Schwab S&P 500 Index Fund | 1 | 0.00% | |
| MSTR | MicroStrategy Incorporated | 1 | 0.00% | |
| AVGO | Broadcom Inc | 1 | 0.00% | |
| QCOM | Qualcomm Incorporated | 1 | 0.00% | |
| FI | Fiserv, Inc. | 1 | 0.00% | |
| GEO | Geo Group Inc | 1 | 0.00% | |
| CAPEX | Eaton Vance Capital Exchange Fund | 1 | 0.00% | |
| XSD | SPDR® S&P Semiconductor ETF | 1 | 0.00% | |