| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/29/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 32 3.23% |
| of those in investment advisory functions | 6 -25.00% |
| Registration | California, Terminated, 10/17/2013 |
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- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287655 | Stock NameISHARES RUSSELL 2000 ETF | $ Position$137,793 | % Position13.00% | $ Change-3.00% | # Change-4.00% |
| Stck Ticker90214Q774 | Stock NameLeaderShares AlphaFactor US Co | $ Position$67,273 | % Position7.00% | $ Change-13.00% | # Change-11.00% |
| Stck Ticker90214Q691 | Stock NameLeaderShares AlphaFactor Tacti | $ Position$43,097 | % Position4.00% | $ Change-17.00% | # Change-14.00% |
| Stck Ticker90214Q683 | Stock NameLeaderShares Equity Skew ETF | $ Position$43,317 | % Position4.00% | $ Change-14.00% | # Change-13.00% |
| Stck Ticker90214Q717 | Stock NameLeaderShares Activist Leaders | $ Position$33,425 | % Position3.00% | $ Change-13.00% | # Change-10.00% |
| Stck Ticker78464A508 | Stock NameSPDR PORT S&P 500 VALUE | $ Position$26,142 | % Position3.00% | $ Change369.00% | # Change383.00% |
| Stck Ticker78464A409 | Stock NameSPDR PORTFOLIO S&P 500 GROWT | $ Position$28,000 | % Position3.00% | $ Change419.00% | # Change396.00% |
| Stck Ticker922908363 | Stock NameVanguard S&P 500 ETF | $ Position$34,454 | % Position3.00% | $ Change3.00% | # Change1.00% |
| Stck Ticker90214Q675 | Stock NameLeaderShares Dynamic Yield ETF | $ Position$18,534 | % Position2.00% | $ Change-5.00% | # Change-3.00% |
| Stck Ticker57667L107 | Stock NameMATCH GROUP INC | $ Position$6,022 | % Position1.00% | $ Change116.00% | # Change150.00% |