| VT | Vanguard Total World Stock Index Fund ETF Shares | 9 | -30.77% | |
| VOO | Vanguard S&P 500 ETF | 8 | -55.56% | |
| SPCX | SPAC and New Issue ETF | 6 | 100.00% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 5 | -54.55% | |
| MU | Micron Technology Inc | 4 | 100.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 4 | -20.00% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 3 | 0.00% | |
| SPY | SPDR S&P 500 ETF Trust | 3 | 200.00% | |
| DM | Desktop Metal Inc | 3 | 0.00% | |
| SWTSX | SCHWAB TOTAL STOCK MARKET INDEX FUND SELECT SHARES | 2 | 0.00% | |
| LOT | Lotus Technology Inc. American Depositary Shares | 2 | 0.00% | |
| RKLB | Rocket Lab USA Inc. | 2 | 100.00% | |
| OS | OneStream, Inc. Class A Common Stock | 2 | 0.00% | |
| CIO | City Office | 2 | 0.00% | |
| MSFT | Microsoft Corporation | 2 | -33.33% | |
| SNDK | Sandisk Corp | 2 | 0.00% | |
| SMH | VanEck Semiconductor ETF | 2 | 100.00% | |
| FXAIX | Fidelity 500 Index Fund | 2 | 0.00% | |
| HYSA | BondBloxx ETF Trust | 2 | -33.33% | |
| FDEWX | FIDELITY FREEDOM INDEX 2055 FUND INVESTOR CLASS | 2 | 0.00% | |
| VTV | Vanguard Value Index Fund ETF Shares | 2 | 0.00% | |
| MAG | MAG Silver Corp | 2 | 0.00% | |
| UK | Ucommune International Ltd | 1 | 0.00% | |
| RL | Ralph Lauren Corp Class A | 1 | 0.00% | |
| WTO | UTime Limited | 1 | 0.00% | |
| DON | WisdomTree U.S. MidCap Dividend Fund | 1 | 0.00% | |
| SWPPX | Schwab S&P 500 Index Fund | 1 | 0.00% | |
| KTOS | Kratos Defense & Security Solutions | 1 | 0.00% | |
| IE | Ivanhoe Electric Inc. | 1 | 0.00% | |
| AGI | Alamos Gold Inc | 1 | 0.00% | |
| SWLGX | SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND | 1 | 0.00% | |
| PPT | Putnam Premier Income Trust | 1 | 0.00% | |
| NSA | National Storage Affiliates Trust | 1 | 0.00% | |
| HBM | Hudbay Minerals Inc. | 1 | 0.00% | |
| PL | Planet Labs PBC | 1 | 0.00% | |
| CRH | CRH PLC ADR | 1 | 0.00% | |
| NET | Cloudflare Inc | 1 | 0.00% | |
| BYD | Boyd Gaming Corporation | 1 | 0.00% | |
| VTSNX | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INSTITUTIONAL SHARES | 1 | 0.00% | |
| SPMO | Invesco S&P 500® Momentum ETF | 1 | 0.00% | |
| GOOGL | Alphabet Inc Class A | 1 | -50.00% | |
| VYMI | Vanguard International High Dividend Yield Index Fund ETF Shares | 1 | 0.00% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 1 | -75.00% | |
| LPTH | LightPath Technologies Inc | 1 | 0.00% | |
| ONDS | Ondas Holdings Inc. | 1 | 0.00% | |
| DPRO | Draganfly Inc | 1 | 0.00% | |
| FV | First Trust Dorsey Wright Focus 5 ETF | 1 | 0.00% | |
| AAPL | Apple Inc | 1 | 0.00% | |
| GLDM | SPDR Gold MiniShares | 1 | 0.00% | |
| SNAP | Snap Inc | 1 | 0.00% | |
| MSCI | MSCI Inc | 1 | 0.00% | |
| SEPP | PGIM US Large-Cap Buffer 12 ETF - September | 1 | 0.00% | |
| NPV | Nuveen Virginia Quality Municipal Income | 1 | 0.00% | |
| UPS | United Parcel Service Inc | 1 | 0.00% | |
| SWISX | SCHWAB INTERNATIONAL INDEX FUND SELECT SHARES | 1 | 0.00% | |
| SLS | Sellas Life Sciences Group Inc | 1 | 0.00% | |
| MRVL | Marvell Technology Group Ltd | 1 | 0.00% | |
| III | Information Services Group Inc | 1 | 0.00% | |
| HIVE | HIVE Blockchain Technologies Ltd | 1 | 0.00% | |
| FLKR | Franklin FTSE South Korea ETF | 1 | 0.00% | |
| AC | Associated Capital Group Inc | 1 | 0.00% | |
| WMB | Williams Companies Inc | 1 | 0.00% | |
| AMPX | Amprius Technologies Inc. | 1 | 0.00% | |
| UMAC | Unusual Machines, Inc. | 1 | 0.00% | |
| IONQ | IONQ Inc | 1 | 0.00% | |
| EU | enCore Energy Corp. Common Shares | 1 | -50.00% | |
| SOXL | Direxion Daily Semiconductor Bull 3X Shares | 1 | 0.00% | |
| AVAV | AeroVironment Inc | 1 | 0.00% | |
| SAT | Saratoga Investment Corp 6.00% | 1 | 0.00% | |
| AVUV | Avantis® U.S. Small Cap Value ETF | 1 | -50.00% | |
| DAC | Danaos Corporation | 1 | 0.00% | |
| RCAT | Red Cat Holdings Inc | 1 | 0.00% | |
| NVDA | NVIDIA Corporation | 1 | -66.67% | |
| JAAA | Janus Detroit Street Trust - Janus Henderson AAA CLO ETF | 1 | 0.00% | |
| BMI | Badger Meter Inc | 1 | 0.00% | |
| TWO | Two Harbors Investments Corp | 1 | 0.00% | |
| SOXQ | Invesco PHLX Semiconductor ETF | 1 | 0.00% | |
| ITT | ITT Inc | 1 | 0.00% | |
| FI | Fiserv, Inc. | 1 | 0.00% | |
| COLA | Columbus Acquisition Corp Ordinary Shares | 1 | 0.00% | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 1 | 0.00% | |
| LITE | Lumentum Holdings Inc | 1 | 0.00% | |