| VOO | Vanguard S&P 500 ETF | 13 | -13.33% | |
| FNILX | FIDELITY ZERO LARGE CAP INDEX FUND | 7 | 0.00% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 7 | -65.00% | |
| FXAIX | Fidelity 500 Index Fund | 5 | 0.00% | |
| HYSA | BondBloxx ETF Trust | 5 | 66.67% | |
| TQQQ | ProShares UltraPro QQQ | 5 | 400.00% | |
| QQQ | Invesco QQQ Trust | 5 | 66.67% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 3 | -25.00% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 3 | 50.00% | |
| SPY | SPDR S&P 500 ETF Trust | 3 | 0.00% | |
| DOW | Dow Inc | 3 | 0.00% | |
| VGT | Vanguard Information Technology Index Fund ETF Shares | 3 | 0.00% | |
| EV | Mast Global Battery Recycling & Production ETF | 3 | 0.00% | |
| AVGO | Broadcom Inc | 2 | 0.00% | |
| MSTR | MicroStrategy Incorporated | 2 | 100.00% | |
| MSFT | Microsoft Corporation | 2 | -71.43% | |
| QQQM | Invesco NASDAQ 100 ETF | 2 | -33.33% | |
| EPV | ProShares UltraShort FTSE Europe | 2 | 0.00% | |
| GOOG | Alphabet Inc Class C | 1 | -50.00% | |
| EDOW | First Trust Dow 30 Equal Weight ETF | 1 | 0.00% | |
| GIC | Global Industrial Co | 1 | 0.00% | |
| CB | Chubb Ltd | 1 | 0.00% | |
| DRTS | Alpha Tau Medical Ltd | 1 | 0.00% | |
| SF | Stifel Financial Corporation | 1 | 0.00% | |
| PFFA | Virtus InfraCap U.S. Preferred Stock | 1 | 0.00% | |
| NVDA | NVIDIA Corporation | 1 | 0.00% | |
| QQQI | NEOS Nasdaq 100 High Income ETF | 1 | 0.00% | |
| CLOZ | Panagram Bbb-B Clo ETF | 1 | 0.00% | |
| CA | Xtrackers California Municipal Bonds ETF | 1 | 0.00% | |
| VFIAX | VANGUARD 500 INDEX FUND ADMIRAL SHARES | 1 | 0.00% | |
| LMND | Lemonade Inc | 1 | 0.00% | |
| OCUL | Ocular Therapeutix Inc | 1 | 0.00% | |
| MBS | Angel Oak Mortgage-Backed Securities ETF | 1 | 0.00% | |
| EMO | ClearBridge Energy MLP Opportunity Closed Fund | 1 | 0.00% | |
| LUNR | Intuitive Machines Inc. | 1 | 0.00% | |
| VFINX | VANGUARD 500 INDEX FUND INVESTOR SHARES | 1 | 0.00% | |
| SATS | EchoStar Corporation | 1 | 0.00% | |
| VIS | Vanguard Industrials Index Fund ETF Shares | 1 | 0.00% | |
| NPV | Nuveen Virginia Quality Municipal Income | 1 | 0.00% | |
| SOFI | SoFi Technologies Inc. | 1 | 0.00% | |
| RKLB | Rocket Lab USA Inc. | 1 | -83.33% | |
| GM | General Motors Company | 1 | 0.00% | |
| VITAX | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ADMIRAL SHARES | 1 | 0.00% | |
| HYS | PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | 1 | 0.00% | |
| OMAH | Tidal Trust III | 1 | 0.00% | |
| ABAT | American Battery Technology Company Common Stock | 1 | 0.00% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 1 | 0.00% | |
| ITT | ITT Inc | 1 | 0.00% | |
| VUG | Vanguard Growth Index Fund ETF Shares | 1 | 0.00% | |
| LOT | Lotus Technology Inc. American Depositary Shares | 1 | 0.00% | |
| BAC | Bank of America Corp | 1 | 0.00% | |
| PBDC | Putnam ETF Trust - Putnam BDC Income ETF | 1 | 0.00% | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 1 | -50.00% | |
| JPM | JPMorgan Chase & Co | 1 | 0.00% | |
| EPD | Enterprise Products Partners LP | 1 | 0.00% | |
| NU | Nu Holdings Ltd | 1 | 0.00% | |
| EU | enCore Energy Corp. Common Shares | 1 | 0.00% | |
| DIA | SPDR Dow Jones Industrial Average ETF Trust | 1 | 0.00% | |
| SMR | Nuscale Power Corp | 1 | 0.00% | |
| AMPX | Amprius Technologies Inc. | 1 | 0.00% | |
| GME | GameStop Corp | 1 | -66.67% | |
| BND | Vanguard Total Bond Market Index Fund ETF Shares | 1 | 0.00% | |
| PLBY | Plby Group Inc | 1 | 0.00% | |
| PREIX | T. ROWE PRICE EQUITY INDEX 500 FUND T. ROWE PRICE EQUITY INDEX 500 FUND | 1 | 0.00% | |
| AMZN | Amazon.com Inc | 1 | 0.00% | |
| UTG | Reaves Utility IF | 1 | 0.00% | |
| ONEQ | Fidelity® Nasdaq Composite Index® ETF | 1 | 0.00% | |
| XLI | Industrial Select Sector SPDR® Fund | 1 | 0.00% | |
| CAPE | Barclays ETN+ Shiller Capet ETN | 1 | 0.00% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 1 | 0.00% | |
| RMD | ResMed Inc | 1 | -80.00% | |
| CHTR | Charter Communications Inc | 1 | 0.00% | |
| REE | Ree Automotive Holding Inc | 1 | 0.00% | |
| CMCSA | Comcast Corp | 1 | 0.00% | |
| AMD | Advanced Micro Devices Inc | 1 | -50.00% | |
| AAPL | Apple Inc | 1 | 0.00% | |
| CRSP | Crispr Therapeutics AG | 1 | 0.00% | |
| FTEC | Fidelity® MSCI Information Technology Index ETF | 1 | -50.00% | |
| UTF | Cohen and Steers Infrastructure Closed Fund | 1 | 0.00% | |
| GOOGL | Alphabet Inc Class A | 1 | 0.00% | |
| ANTE | Airnet Technology Inc | 1 | 0.00% | |
| WMT | Walmart Inc | 1 | 0.00% | |
| ARDC | Ares Dynamic Credit Allocation Fund Inc | 1 | 0.00% | |