Financial research, analysis, and advisory services, namely, securities research, investment advice and portfolio design consisting of providing analysis of and advice regarding investment in stocks, industry sectors, stock market indexes, mutual funds, unit investment trusts, exchange traded funds, and investment strategies, and designing unit investment trusts, exchange traded funds and actively managed funds

Equity research, namely, specializing in quantitative analysis of individual stocks, industry sectors, stock market indexes, stock funds and stock investment strategies

Financial services, namely, providing and updating an index of stocks that are expected to provide superior risk-return profiles during periods of weakness in the markets and/or the United States economy overall, and providing the rules as to the makeup of the index

Financial Services, namely, providing and updating an index of stocks and providing the rules as to the makeup of the index that have favorable insider buying trends

Financial services, namely, providing and updating an index of stocks and providing the rules as to the makeup of the index that have little or no Wall Street Analyst coverage