| VOO | Vanguard S&P 500 ETF | 15 | 150.00% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 7 | -12.50% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 5 | -16.67% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 5 | 150.00% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 4 | 100.00% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 3 | 50.00% | |
| NBIS | Nebius Group N.V. | 3 | 0.00% | |
| QQQ | Invesco QQQ Trust | 3 | 200.00% | |
| FTEC | Fidelity® MSCI Information Technology Index ETF | 2 | 0.00% | |
| SPY | SPDR S&P 500 ETF Trust | 2 | -33.33% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 2 | 0.00% | |
| VC | Visteon Corp | 2 | 100.00% | |
| MSFT | Microsoft Corporation | 2 | 0.00% | |
| SWPPX | Schwab S&P 500 Index Fund | 2 | 0.00% | |
| USCRX | CORNERSTONE MODERATELY AGGRESSIVE FUND CORNERSTONE MODERATELY AGGRESSIVE FUND | 2 | 0.00% | |
| NVDA | NVIDIA Corporation | 2 | -60.00% | |
| SR | Spire Inc | 2 | 0.00% | |
| MSTR | MicroStrategy Incorporated | 2 | 100.00% | |
| EFT | Eaton Vance Floating Rate Income Closed Fund | 2 | 0.00% | |
| SF | Stifel Financial Corporation | 2 | 100.00% | |
| KDEF | Exchange Listed Funds Trust | 1 | 0.00% | |
| ESG | FlexShares STOXX US ESG Select Index Fund | 1 | 0.00% | |
| CRSP | Crispr Therapeutics AG | 1 | 0.00% | |
| SMH | VanEck Semiconductor ETF | 1 | 0.00% | |
| BDC | Belden Inc | 1 | 0.00% | |
| NFE | New Fortress Energy LLC | 1 | 0.00% | |
| UK | Ucommune International Ltd | 1 | 0.00% | |
| USNQX | NASDAQ-100 INDEX FUND NASDAQ-100 INDEX FUND | 1 | 0.00% | |
| GOOGL | Alphabet Inc Class A | 1 | 0.00% | |
| WAR | ETF Series Solutions | 1 | 0.00% | |
| UAE | iShares MSCI UAE ETF | 1 | 0.00% | |
| SWISX | SCHWAB INTERNATIONAL INDEX FUND SELECT SHARES | 1 | 0.00% | |
| SPEU | SPDR Portfolio Europe | 1 | 0.00% | |
| PWM | Prestige Wealth Inc. Ordinary Shares | 1 | 0.00% | |
| CSV | Carriage Services Inc | 1 | 0.00% | |
| PC | Premium Catering (Holdings) Limited | 1 | 0.00% | |
| SCHF | Schwab International Equity ETF | 1 | 0.00% | |
| HHH | Howard Hughes Corporation | 1 | 0.00% | |
| OS | OneStream, Inc. Class A Common Stock | 1 | 0.00% | |
| USO | United States Oil Fund LP | 1 | 0.00% | |
| EU | enCore Energy Corp. Common Shares | 1 | 0.00% | |
| TSLA | Tesla Inc | 1 | 0.00% | |
| RDDT | Reddit, Inc. | 1 | 0.00% | |
| APA | APA Corporation | 1 | 0.00% | |
| DOW | Dow Inc | 1 | 0.00% | |
| IBM | International Business Machines | 1 | 0.00% | |
| ECON | Columbia Emerging Markets Consumer ETF | 1 | 0.00% | |
| AKA | AKA Brands Holding Corp | 1 | 0.00% | |
| OXY | Occidental Petroleum Corporation | 1 | 0.00% | |
| CVX | Chevron Corp | 1 | 0.00% | |
| TLT | iShares 20+ Year Treasury Bond ETF | 1 | 0.00% | |
| SOFR | Amplify ETF Trust - Amplify Samsung SOFR ETF | 1 | 0.00% | |
| LNG | Cheniere Energy Inc | 1 | 0.00% | |
| PLTR | Palantir Technologies Inc. Class A Common Stock | 1 | 0.00% | |
| DD | Dupont De Nemours Inc | 1 | -50.00% | |
| IQQQ | ProShares Nasdaq-100 High Income ETF | 1 | 0.00% | |
| API | Agora Inc | 1 | -50.00% | |
| CB | Chubb Ltd | 1 | 0.00% | |
| QQQM | Invesco NASDAQ 100 ETF | 1 | 0.00% | |
| MU | Micron Technology Inc | 1 | 0.00% | |
| JEPI | JPMorgan Equity Premium Income ETF | 1 | 0.00% | |
| QQQI | NEOS Nasdaq 100 High Income ETF | 1 | 0.00% | |
| MP | MP Materials Corp | 1 | 0.00% | |
| AGNC | AGNC Investment Corp | 1 | 0.00% | |
| NOK | Nokia Corp ADR | 1 | 0.00% | |
| EPD | Enterprise Products Partners LP | 1 | 0.00% | |
| ML | MoneyLion Inc | 1 | 0.00% | |
| HYSA | BondBloxx ETF Trust | 1 | -66.67% | |
| GME | GameStop Corp | 1 | 0.00% | |
| FNDF | Schwab Fundamental International Large Company Index ETF | 1 | 0.00% | |
| SH | ProShares Short S&P500 | 1 | 0.00% | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 1 | 0.00% | |
| USIFX | INTERNATIONAL FUND INTERNATIONAL FUND SHARES | 1 | 0.00% | |
| AMRQF | AMRQF | 1 | 0.00% | |