| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 13 | 116.67% | |
| FA | First Advantage Corp | 10 | 233.33% | |
| VOO | Vanguard S&P 500 ETF | 9 | 12.50% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 5 | -16.67% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 4 | 100.00% | |
| ETH | Grayscale Ethereum Mini Trust (ETH) | 4 | 300.00% | |
| HYSA | BondBloxx ETF Trust | 4 | -20.00% | |
| TSLA | Tesla Inc | 3 | -25.00% | |
| INTC | Intel Corporation | 3 | 0.00% | |
| NVDA | NVIDIA Corporation | 3 | -57.14% | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 3 | 200.00% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 3 | -25.00% | |
| VTSAX | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | 2 | 100.00% | |
| AVUV | Avantis® U.S. Small Cap Value ETF | 2 | 0.00% | |
| BPTRX | BARON PARTNERS FUND BARON PARTNERS FUND | 2 | 0.00% | |
| DFUS | Dimensional U.S. Equity ETF | 2 | 0.00% | |
| AMZN | Amazon.com Inc | 2 | 0.00% | |
| TFSA | Terra Income Fund 6, LLC 7.00% | 2 | 0.00% | |
| DSL | DoubleLine Income Solutions Fund | 2 | 0.00% | |
| SPYM | Tradr 2X Long SPY Monthly ETF | 2 | 0.00% | |
| WW | WW International Inc | 2 | 0.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 2 | 0.00% | |
| CNR | Core Natural Resources, Inc. | 1 | 0.00% | |
| TQQQ | ProShares UltraPro QQQ | 1 | 0.00% | |
| IAS | Integral Ad Science Holding LLC | 1 | 0.00% | |
| DXYZ | Destiny Tech100 Inc. | 1 | 0.00% | |
| RGTI | Rigetti Computing Inc | 1 | 0.00% | |
| PLTR | Palantir Technologies Inc. Class A Common Stock | 1 | -66.67% | |
| BND | Vanguard Total Bond Market Index Fund ETF Shares | 1 | 0.00% | |
| TSM | Taiwan Semiconductor Manufacturing | 1 | 0.00% | |
| BDC | Belden Inc | 1 | 0.00% | |
| MCI | Barings Corporate Investors | 1 | 0.00% | |
| SCHY | Schwab International Dividend Equity ETF | 1 | 0.00% | |
| ASTS | Ast Spacemobile Inc | 1 | -75.00% | |
| SPMO | Invesco S&P 500® Momentum ETF | 1 | 0.00% | |
| QQQ | Invesco QQQ Trust | 1 | -83.33% | |
| STT | State Street Corp | 1 | 0.00% | |
| OB | Outbrain Inc | 1 | 0.00% | |
| AMC | AMC Entertainment Holdings Inc | 1 | 0.00% | |
| GEO | Geo Group Inc | 1 | 0.00% | |
| VFFVX | VANGUARD TARGET RETIREMENT 2055 FUND INVESTOR SHARES | 1 | 0.00% | |
| QQQM | Invesco NASDAQ 100 ETF | 1 | -80.00% | |
| TIPS | Tianrong Internet Products and Services Inc | 1 | 0.00% | |
| SWVXX | Schwab Value Advantage Money Fund | 1 | 0.00% | |
| IAU | iShares Gold Trust | 1 | 0.00% | |
| EV | Mast Global Battery Recycling & Production ETF | 1 | 0.00% | |
| LCTX | Lineage Cell Therapeutics Inc | 1 | 0.00% | |
| VTIAX | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL SHARES | 1 | 0.00% | |
| AVDV | Avantis® International Small Cap Value ETF | 1 | 0.00% | |
| SPY | SPDR S&P 500 ETF Trust | 1 | 0.00% | |
| MELI | MercadoLibre Inc. | 1 | 0.00% | |
| CMP | Compass Minerals International Inc | 1 | 0.00% | |
| SWPPX | Schwab S&P 500 Index Fund | 1 | 0.00% | |
| EMO | ClearBridge Energy MLP Opportunity Closed Fund | 1 | 0.00% | |
| UPS | United Parcel Service Inc | 1 | 0.00% | |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | 1 | 0.00% | |
| DNA | Ginkgo Bioworks Holdings | 1 | 0.00% | |
| SAY | Saratoga Investment Corp 8.125% | 1 | 0.00% | |
| TFLO | iShares Treasury Floating Rate Bond ETF | 1 | 0.00% | |
| TDF | Templeton Dragon Closed Fund | 1 | 0.00% | |
| IBM | International Business Machines | 1 | 0.00% | |
| DM | Desktop Metal Inc | 1 | 0.00% | |
| VMFXX | Vanguard Federal Money Market Fund Investor Shares | 1 | 0.00% | |
| CRSP | Crispr Therapeutics AG | 1 | 0.00% | |
| IBIT | iShares Bitcoin Trust | 1 | 0.00% | |
| CMA | Comerica Inc | 1 | 0.00% | |
| REIT | ALPS Active REIT ETF | 1 | 0.00% | |
| FCF | First Commonwealth Financial | 1 | 0.00% | |
| ARDC | Ares Dynamic Credit Allocation Fund Inc | 1 | 0.00% | |
| PBDC | Putnam ETF Trust - Putnam BDC Income ETF | 1 | 0.00% | |
| QBTS | D-Wave Quantum Inc. | 1 | 0.00% | |
| XYF | X Financial Class A | 1 | 0.00% | |
| VTTSX | VANGUARD TARGET RETIREMENT 2060 FUND INVESTOR SHARES | 1 | 0.00% | |
| EFT | Eaton Vance Floating Rate Income Closed Fund | 1 | 0.00% | |
| FDKLX | FIDELITY FREEDOM INDEX 2060 FUND INVESTOR CLASS | 1 | 0.00% | |
| CB | Chubb Ltd | 1 | 0.00% | |
| POET | POET Technologies Inc | 1 | 0.00% | |
| IONQ | IONQ Inc | 1 | 0.00% | |
| EQ | Equillium Inc | 1 | 0.00% | |
| SMH | VanEck Semiconductor ETF | 1 | 0.00% | |
| PL | Planet Labs PBC | 1 | 0.00% | |
| SAP | SAP SE ADR | 1 | 0.00% | |