Business List: Wealth Management in Dana Point, CA, USA

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews	Bing	Bing Reviews
National Business Brokerage	23120 Alicia Pkwy, Mission Viejo, CA 92692	94958xxxx7
Mortgage Vintage, Inc.	260 Newport Center Dr, Newport Beach, CA 92660	94963xxxx5	daw@m*************.com
Woodson Wealth Management	San Diego, CA 92130	85892xxxx0	adm@w******.com			3	2			188	57
Titan Pacific Investments	1 Vellisimo Dr, Aliso Viejo, CA 92656	94991xxxx2
Fundco Investments	9911 Irvine Center Dr, Irvine, CA 92618	94947xxxx5	aci******@o***.com
Sortino Investment Adviso	28352 Avenida La Mancha, San Juan Capistrano, CA 92675	94948xxxx1
Mary Ghobry	28641 Marguerite Pkwy, Mission Viejo, CA 92692	94954xxxx3	abc*****@f**********.com							12452		13000
De Bellas and Co	21786 Tahoe Ln, Lake Forest, CA 92630	94985xxxx3	ade*****@d*****.com
Wells Fargo Advisors	27250 Alicia Pkwy, Laguna Niguel, CA 92677	94983xxxx8			36
Edward Jones - Financial Advisor: Geoff Fellows	32392 Coast Hwy Ste 190 Laguna Beach, CA 92651	94949xxxx8	a.j*******@e********.com			5	1			87631		100000
Scottrade	32411 Golden Lantern, Laguna Niguel, CA 92677	94948xxxx8	dns***@s***.com
AB Capital	15 Corporate Plaza Dr, Newport Beach, CA 92660	94949xxxx0
Catalina Group	500 Newport Center Dr, Newport Beach, CA 92660	94970xxxx2
Billy Ray Valentine Co	236 Calle Pintoresco, San Clemente, CA 92672	94936xxxx6
Parsons Robert J Investments	110 Newport Center Dr Ste 200, Newport Beach, CA 92660	94964xxxx2
Perlmutter Investment Co	512 Harbor Island Dr, Newport Beach, CA 92660	94942xxxx5
Hanna Capital Management	8105 Irvine Center Dr Ste 1170, Irvine, CA 92618	94927xxxx0
Carruthers Brian & Associates	301 Forest Ave, Laguna Beach, CA 92651	94946xxxx0	bri@g*******.com
Securities America Inc	251 Avenida Vista Del Oceano, San Clemente, CA 92672	94949xxxx4	aad******@s**************.com
Russo, Michael	4 Venture, Irvine, CA 92618	94937xxxx7	dns***@a*.com							223		224
Liang & Quinley Wealth Management	7700 Irvine Center Dr Ste 270, Irvine, CA 92618	94974xxxx8	chr********@l.com
Angelica Corp	32 Los Cabos, Dana Point, CA 92629	31266xxxx5	acc**************@a*****.com
Socal Securities	24351 Pasto Rd, Dana Point, CA 92629	94948xxxx0	inf@r********.com
BPM Investments	1 Polaris Way, Aliso Viejo, CA 92656	94971xxxx7
LH Property Services	Serving theDana Point Area	94924xxxx0
Advantage Financial Advisory Group	2 Venture Ste 240, Irvine, CA 92618	94946xxxx0	inf@f********************.com
Efh	2140 Ocean Way, Laguna Beach, CA 92651	94949xxxx5
Edward Jones - Financial Advisor: Tammy McKennon	3 Monarch Bay Plz Ste 107 Dana Point, CA 92629	94961xxxx5	a.j*******@e********.com							86646		98000
Stephenson & Co	16411 Scientific, Irvine, CA 92618	94972xxxx5	bra@s*****************.com
Liling Lee - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx6	abc*@u.com
Newport Partners	9 Cushing, Irvine, CA 92618	94992xxxx0	bdo***@n************.com
Stamm Investment Corp	12 Kent Ct, Ladera Ranch, CA 92694	94932xxxx1
Larry R Schneider - Financial Advisor, Ameriprise Financial Services	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94946xxxx1	chr**************@a*.com
Thrivent Financial Robert C Hintz CFP ChFC	22934 El Toro Rd, Lake Forest, CA 92630	94977xxxx0	a.v@t*******.com							411527		401000
Ultra Investments Inc.	34751 Doheny Pl, Capistrano Beach, CA 92624	94944xxxx1
Bankers Investment Group Inc	23272 Mill Creek Dr, Laguna Hills, CA 92653	94969xxxx9	aki***@b******************.com
Villegas & Associates	317 S Brand Blvd, San Fernando, CA 91340	81853xxxx0				4.8	100
Schiel Wealth Management	30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94938xxxx5	csc**@i**.com							277	3	268			5	1
Olde Discount	23764 Mercury Rd, Lake Forest, CA 92630	94947xxxx0	san*****@y**.com	4.4	172			4.6	93	587	893	598
Lifebase Advisors Inc	2700 Newport Blvd, Newport Beach, CA 92663	94967xxxx3
RPM Commercial Real Estate	525 S Douglas St Ste 270 El Segundo, CA 90245	42428xxxx0	bri@r***.com	3.5	2
Umpqua Bank	20 Pacifica, Irvine, CA 92618	94934xxxx9	aar*******@u*******.com							50686	639	49000
First Republic Bank	2800 E Coast Hwy, Corona Del Mar, CA 92625	94972xxxx8	aa@f************.com	3	4
Are You Serious About Making Money?	Lake Forest, CA 92630	94971xxxx1
RL Paler Investment Advisors, LLC	32771 Pointe Stirling A, Dana Point, CA 92629	42424xxxx0
Castaneda Investments Inc	18 Knotty Oak Cir, Trabuco Canyon, CA 92679	94934xxxx6
Thompson, Taylor	20 Pacifica, Irvine, CA 92618	94945xxxx2	abc*****@u.com
LPL Financial	10 Villeneuve, Newport Coast, CA 92657	94922xxxx1	aar******@l.com
Raymond James Financial Services - Thomas Calder	29122 Rancho Viejo Rd Ste 104, San Juan Capistrano, CA 92675	94938xxxx6
Farsai and Farsai Inc	23276 S Pointe Dr, Laguna Hills, CA 92653	94976xxxx4											1	3
T & J Kennedy Investments Inc	25 Montgomery, Mission Viejo, CA 92692	94947xxxx3
Kost, Theresa	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx9	rbc*******@r.com							80	8	83
Four Corners	100 Spectrum Center Dr, Irvine, CA 92618	94993xxxx4
Landcap Investment Partners	27132 Paseo Espada, San Juan Capistrano, CA 92675	94934xxxx4	dba**@l******.com
Schwartz Newport Beach Wealth Management of Impact Wealth Management	120 Newport Center Dr, Newport Beach, CA 92660	94943xxxx4
Dod G Bateman Inc	20915 Coventry Ln, Lake Forest, CA 92630	94985xxxx3
Pier W Capital Inc	1001 Avenida Pico Ste 261, San Clemente, CA 92673	94967xxxx6
Integrity First Investment Group	33171 Paseo Cerveza, San Juan Capistrano, CA 92675	94944xxxx0
Orange County Bookkeepers	Laguna Niguel, CA 92677	94988xxxx7	inf@o******.com
Kd Investments	27902 Torroba, Mission Viejo, CA 92692	94945xxxx8
Wells Fargo Advisors	30622 Santa Margarita Pkwy, Rancho Santa Margarita, CA 92688	94976xxxx0
Philip Song & Associates	Rancho Santa Margarita, CA 92688	94950xxxx1											5	5
Breaux Properties	23331 Gondor Dr, Lake Forest, CA 92630	94958xxxx8
Blackford Capital	9245 Research Dr, Irvine, CA 92618	94987xxxx7	dea@b*************.com
Wells Fargo Advisors	21103 Newport Coast Dr, Newport Beach, CA 92657	94921xxxx7
Jerry L Clements - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com
The Clark Group Asset Management	24941 Dana Point Harbor Dr, Dana Point, CA 92629	81846xxxx3	bra**@c*********.com							127		130
Qtative	100 Spectrum Center Dr, Irvine, CA 92618	94929xxxx0	ehi***@q****.com
Leo Group	610 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4
Epic Wealth Planning	15707 Rockfield Blvd, Irvine, CA 92618	94920xxxx1
Joe Wu, CPA	Los Angeles, CA 90015	92577xxxx9	joe@j*****.com	4.3	6	5	4
Curtis, Steven D, AGT	28202 Cabot Rd, Laguna Niguel, CA 92677	94995xxxx2	ame****************@a*.com							132834
Edward Jones - Financial Advisor: Brian P Walsh	31351 Rancho Viejo Rd Ste 206 San Juan Capistrano, CA 92675	94944xxxx2	a.j*******@e********.com							86645		98000
The Mazzo Group - CrossCountry Mortgage	31351 Rancho Viejo Rd Ste 201 San Juan Capistrano, CA 92675	87723xxxx4	jen**********@c.com	4.9	95	4.8	176	4.9	58	6969		6900
Cadence Capital Management	610 Newport Center Dr Ste 1400, Newport Beach, CA 92660	94976xxxx0
NA Wealth & Legacy	4101 Birch St Ste 130 Newport Beach, CA 92660	95126xxxx6	nay*@n************.com			5	6
Met West Capital	610 Newport Center Dr Ste 450, Newport Beach, CA 92660	94971xxxx1
Full Circle Home Loans	99 E C St Ste 206 Upland, CA 91786	90998xxxx8	inf@f*****************.com			5	154
Maggie Klein - Edward Jones	32392 Coast Hwy Ste 190 Laguna Beach, CA 92651	94949xxxx8	a.j*******@e********.com			5	1					164
APL Wealth Management Group	28202 Cabot Rd, Laguna Niguel, CA 92677	94948xxxx1	ali***@a***.com
Mandichak Investments	25431 Cabot Rd Ste 202, Laguna Hills, CA 92653	94958xxxx5	pro@w****************.com
Simpson Capital Management	30872 Calle Barbosa, Laguna Niguel, CA 92677	94949xxxx2	dav@s***********.com									16
Salter, Alex	Aliso Viejo, CA 92656	94942xxxx2
Merrill Lynch Financial Advisor Mitch Dunn	28202 Cabot Rd Ste 200, Laguna Niguel, CA 92677	94940xxxx6	ban*******************@m.com
Morgan, Mark D	20 Pacifica, Irvine, CA 92618	94945xxxx8	abc*****@u.com
Jeffrey Gothard Wade Inc	24795 Via Lagunaria, Laguna Niguel, CA 92677	94964xxxx0
Aspen Ventures	1198 Jefferson Way, Laguna Beach, CA 92651	94949xxxx7
Wells Fargo Advisors	28211 Crown Valley Pkwy, Laguna Niguel, CA 92677	94936xxxx7
E3 Coastal Advisors, LLP	5050 Avenida Encinas Ste 350 Carlsbad, CA 92008	76043xxxx5				4	4
Edward Jones	22362 Gilberto, Rancho Santa Margarita, CA 92688	94970xxxx9	a.j*******@e********.com							87631		100000
Wells Fargo Advisors	27201 Puerta Real Ste 220, Mission Viejo, CA 92691	94958xxxx3	abe*******@w***************.com							188325		189000
Jeffrey Halbreich - Private Wealth Advisor, Ameriprise Financial Services	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94946xxxx9	dns***@a*.com							124		126
Tracy Peatling - Financial Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com
Pacifica Capital & Brokerage	34145 Pacific Coast Hwy, Dana Point, CA 92629	94942xxxx1
Murdoch & Morris	114 Pacifica Ste 320, Irvine, CA 92618	94950xxxx0
Sha Anaheim Investment	43 Climbing Vine, Irvine, CA 92603	94985xxxx2
Merrill Lynch Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	ale********@m.com	3	2
Annette Di Bello Kelly CPA CFP PC	9870 Research Dr, Irvine, CA 92618	94971xxxx0	ann**@d*******.com
CDs	635 Camino De Los Mares, San Clemente, CA 92673	94924xxxx0	ani@c********.com
C M Group	16 Via Helena, Rancho Santa Margarita, CA 92688	94945xxxx1	gar@c****.tv									2
Pacific Financial Planner	27001 Moulton Pkwy Ste A200, Aliso Viejo, CA 92656	94921xxxx2	inf@p*******.com							249	6	248
Chen, Chia-Hsin	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx3	ale********@m.com
Chris W Johnston, CPA, MBA	629 Camino De Los Mares Ste 203 San Clemente, CA 92673	94924xxxx5	cwj@c*********.com	3	4	4.3	36					147
Mark A Lammers - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com
Gaines John A CLU	30131 Town Center Dr Ste 170, Laguna Niguel, CA 92677	94949xxxx7	aar******@l.com							19929	202
Combined Investments	1200 S Coast Hwy Ste 204, Laguna Beach, CA 92651	94949xxxx3	car******@c****.com
Essex Futures	8105 Irvine Center Dr Ste 840, Irvine, CA 92618	94945xxxx1	con***@e*********.com									358	1	1
Start Fresh	7700 Irvine Center Dr, Irvine, CA 92618	94975xxxx5
Justin Vaz - Financial Services	5877 Pine Ave Ste 230 Chino Hills,, CA 91709	31098xxxx5	dns****@a*****.com			5	2
Global Financial Investments	2000 Corporate Dr, Ladera Ranch, CA 92694	94927xxxx1	ben*****@g****.com
Allen, Theresa	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8	the********@r.com							12815
Triton Pacific Capital Partner	31473 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94954xxxx0	ali**@p*************.com
Al Frank Asset Management	32392 Coast Hwy Ste 260 Laguna Beach, CA 92651	88899xxxx7	alf*******@a****.com
Barney Smith	28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677	94936xxxx5
Edward Jones - Financial Advisor: Jacqueline Shohdy	22342 Avenida Empresa Ste 240, Rancho Santa Margarita, CA 92688	94985xxxx6	acc********@e********.com							5		25
Butnik Investments	34190 Camino Capistrano, Capistrano Beach, CA 92624	94949xxxx0	aba*@l********.com	4.7	133					213994	3661	214000
D'amore & Associates	25411 Cabot Rd Ste 101, Laguna Hills, CA 92653	94946xxxx1	dns***@a*.com
United Capital Group	23022 La Cadena Dr, Laguna Hills, CA 92653	94942xxxx1
Academy West Investments	130 Vantis Dr, Aliso Viejo, CA 92656	94927xxxx1	inf@a******.com
Life By Design Investment Advisory Services	34179 Golden Lantern St Dana Point, CA 92629	71454xxxx0	inf@l****.com			5	1			152	5	156
Tulip Investment	9 Searidge, Laguna Niguel, CA 92677	94921xxxx9
New Era Financials	Capistrano Beach, CA 92624	94931xxxx1
Eagle Capital	22792 Centre Dr, Lake Forest, CA 92630	94970xxxx8
On San Clemente	120 S El Camino Real, San Clemente, CA 92672	94936xxxx3	aba***@s*.com
Edward Jones - Financial Advisor: Gregory Day, CFP®\|ChFC®\|CIMA®\|CRPC™	307 Marine Ave Ste 8, Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com							35	3	35
Draper Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94981xxxx0	ant**********@w***************.com
Wells Fargo Advisors	26151 La Paz Rd, Mission Viejo, CA 92691	94983xxxx6
Mutual Securities	30012 Ivy Glenn Dr Ste 145, Laguna Niguel, CA 92677	94921xxxx0
Wood Investments	580 Broadway St Ste 117, Laguna Beach, CA 92651	94949xxxx0
Stewardship-Investments-Fnnc	25 Santa Clara St, Aliso Viejo, CA 92656	94924xxxx9
Starcare	130 Newport Center Dr Ste 136, Newport Beach, CA 92660	94970xxxx0	bra**@s*****.net
No Ka Oe Investments	30901 Greens East Dr, Laguna Niguel, CA 92677	94924xxxx6
Prescott Tax & Wealth Management	30950 Rancho Viejo Rd Ste 100 San Juan Capistrano, CA 92675	94924xxxx5	ari**@p********.com			4.8	18
Flores Kathy Wealth Management	31877 Del Obispo St San Juan Capistrano, CA 92675	94927xxxx8
Cooper	520 Newport Center Dr, Newport Beach, CA 92660	94964xxxx5	ada******@c*************.org
Ameriprise Financial	6B Liberty, Aliso Viejo, CA 92656	94937xxxx7	bri*************@a*.com							222		223
Wealth Management Advisers	24012 Calle de la Plata, Laguna Hills, CA 92653	94960xxxx0
Superior Investment Co	1041 Calle Trepadora, San Clemente, CA 92673	94994xxxx7
Johnson, Laynie	23 Corporate Plaza Dr, Newport Beach, CA 92660	94943xxxx9	dns***@a*.com							316		352
RMN Investments & Realty Service	668 N Coast Hwy, Laguna Beach, CA 92651	94948xxxx0
Edward Jones - Financial Advisor: James Fullenkamp	32451 Golden Lantern Ste 305 Laguna Niguel, CA 92677	94924xxxx2	a.j*******@e********.com
M. Jay Johnson Wealth Management	34163 CA-1, Dana Point, CA 92629	94921xxxx5	jay******@l.com
Unity Investments	3 Ladbrook Grv, Trabuco Canyon, CA 92679	94988xxxx1
Boudreau Financial Group	27201 Puerta Real Ste 270, Mission Viejo, CA 92691	94988xxxx5	rya@b********************.com										5	1
E & J Investments	9170 Irvine Center Dr, Irvine, CA 92618	94950xxxx0
Challenger Wealth Management	6B Liberty #140, Aliso Viejo, CA 92656	94975xxxx4	nan@c*************.com
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	11
Edward Jones - Financial Advisor: Hooman Karbasion	25201 Paseo De Alicia Ste 145, Laguna Hills, CA 92653	94972xxxx8	a.j*******@e********.com
Income Investments	4 Gardenia St, Rancho Mission Viejo, CA 92694	94954xxxx0
Crescent Capital Management	33282 Golden Lantern St, Dana Point, CA 92629	94948xxxx8
1st Pacific Capital	28832 Curlew Ln, Laguna Niguel, CA 92677	94971xxxx9
Kinetic Financial	633 W 5th St Ste 1050 Los Angeles, CA 90017	80071xxxx8	ale@k**************.com	5	4	4.3	22
Luxe Leisure & Investment	31802 Via Perdiz, Trabuco Canyon, CA 92679	81838xxxx0
Speedy Credit Repair	Huntington Beach, CA 92648	88872xxxx4	chr@s***************.com	4.9	36	4.8	85
Gems N' Loans	34291 Doheny Park Rd, Capistrano Beach, CA 92624	76042xxxx0
Edward Jones - Financial Advisor: Khoi Q Nguyen	24422 Avenida De La Carlota Ste 270, Laguna Hills, CA 92653	94983xxxx5	aar*******@e********.com							87384		100000
Baker Jensen Investment	30448 Rancho Viejo Rd Ste 105, San Juan Capistrano, CA 92675	94948xxxx5	guy@b**********.com
Coast Capital Management	24701 La Plz, Dana Point, CA 92629	94923xxxx1
Windjammer Capital Investments	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	afa**@w**************.com
Oppenheimer & Co Inc	146 Cliff Dr, Laguna Beach, CA 92651	94937xxxx2	abc*****@o*.com					4.8	38	620	164	716
Interstate Lien Sales	180 Calle Iglesia, San Clemente, CA 92672	94936xxxx9
Kastamonu Investments	16520 Bake Pkwy, Irvine, CA 92618	94975xxxx4	hak****@k****.com					5	14	216	2	216
Morgan Stanley Wealth Management	2 Ritz Carlton Dr Ste 203, Dana Point, CA 92629	94923xxxx0
Palo Capital	31 Ocean Heights Dr, Newport Coast, CA 92657	94971xxxx6
Frederick Telarico - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx0	abc*@u.com
Titan Capital Management	45 Marbella, Dana Point, CA 92629	94948xxxx7
Tim Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	wms********@r.com							14743		16000
Jeff Labarthe - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com
Wells Fargo Advisors	400 Spectrum Center Dr Ste 2160, Irvine, CA 92618	94926xxxx0	abc*@w***************.com							188275		189000
Tax Smart Investing & Planning	9870 Research Dr, Irvine, CA 92618	71451xxxx8	gsi***@t**************.org									71
Barons Trading Group	25910 Acero Ste 245, Mission Viejo, CA 92691	94948xxxx0	jeu@b*********.com							214		233
Westpark Loans	6789 Quail Hill Pkwy Ste 146 Irvine, CA 92603	94954xxxx9	ant**@w**********.com	4.8	52	4.7	24			471	2
Jlj Investments	8 Sunburst, Irvine, CA 92603	94985xxxx8
Holman Capital Corp	25201 Paseo De Alicia, Laguna Hills, CA 92653	94998xxxx7	ben************@h**********.com
Impact Wealth Management	300 Spectrum Center Dr Ste 845, Irvine, CA 92618	94950xxxx2	ada*******@w***************.com
Frontier Investments	3366 Via Lido, Newport Beach, CA 92663	94972xxxx0	cro***********@f***.com							3	2	5
Beacon Pointe Advisors	24 Corporate Plaza Dr, Newport Beach, CA 92660	94971xxxx0	abh***@b*******.com							228	36	234
Spectrum Capital Investment Group Inc	9911 Irvine Center Dr Ste 100, Irvine, CA 92618	94978xxxx9	ben@s********************.com
Saianvi Investments	26040 Acero, Mission Viejo, CA 92691	94961xxxx0	coc***@s****.com
Bonnett Investments	4 Merrill Hl, Ladera Ranch, CA 92694	94921xxxx7
Theresa Allen - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx8	rbc*******@r.com
Magallanes Jr, Robert	20 Pacifica, Irvine, CA 92618	94945xxxx9	abc*****@u.com
Wells Fargo Advisors	27702 Crown Valley Pkwy, Ladera Ranch, CA 92694	94936xxxx5
Galici Financial	San Juan Capistrano, CA 92675	94935xxxx8	4e1***********************************@w***************.com									118
CB Wealth Advisory	23832 Rockfield Blvd, Lake Forest, CA 92630	94985xxxx1
Concord Investment Council	9259 Research Dr, Irvine, CA 92618	94985xxxx0	inf@m********************.com							52	2	53
Pacific Coast Wealth Management	120 Vantis Dr #300, Aliso Viejo, CA 92656	94963xxxx2	bla@p*************************.com	4.6	9					23
Edward Jones - Financial Advisor: Zachary T Alario, CFP®	250 Newport Center Dr Ste 206, Newport Beach, CA 92660	94964xxxx0	a.j*******@e********.com									143
Anchor Capital Management Group	15 Enterprise Ste 450, Aliso Viejo, CA 92656	80029xxxx3	den*@a***********.com
A G Edwards & Sons Inc	265 Ocean Ave, Laguna Beach, CA 92651	94949xxxx8
Alexander Nejadeh	E RNCHO DMNGZ, CA 90221	71469xxxx0	ale***********@g**.com
Belcourt Investments Inc	513 30th St, Newport Beach, CA 92663	94972xxxx0
Zuk Financial Group	24422 Del Prado Ave #13, Dana Point, CA 92629	90962xxxx7	pze**@z*********.com
Stifel	20 Pacifica Ste 1400, Irvine, CA 92618	94927xxxx0	abb**@s***.com							4413		4800
RBC Wealth Management Branch - Newport Beach	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Bravender Financial	30900 Rancho Viejo Rd Ste 235, San Juan Capistrano, CA 92675	94948xxxx0
Scalco Financial	207 East Broadway Unit 201 Long Beach, CA 90802	56243xxxx0	mar@s************.com	5	10	5	12
Thompson, David	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Krause, Ryan T	32834 Pacific Coast Hwy, Dana Point, CA 92629	94948xxxx0	a.j*******@e********.com
Securities America	23832 Rockfield Blvd Ste 135, Lake Forest, CA 92630	94985xxxx1	aad******@s**************.com
Wells Fargo Advisors	25632 Alicia Pkwy, Laguna Hills, CA 92653	94995xxxx5
Silver Lake Investments	1303 Avocado Ave, Newport Beach, CA 92660	94970xxxx4
Banta Asset Management LP	517 30th St, Newport Beach, CA 92663	94967xxxx4	inf@b******************.com
Southwest Futures Inc	21195 Cancun, San Juan Capistrano, CA 92692	48046xxxx5
Edward Jones - Financial Advisor: Harvey Ivory	32392 Coast Hwy Ste 190 Laguna Beach, CA 92651	94949xxxx8	a.j*******@e********.com
Everplus Capital	39 Bower Tree, Irvine, CA 92603	94928xxxx7	inf@e**********.com
Tucker Investments	3334 E Coast Hwy, Corona Del Mar, CA 92625	71460xxxx7
Cb Investments	23332 Mill Creek Dr, Laguna Hills, CA 92653	94977xxxx4
Edward Jones - Financial Advisor: Jonathan Lien	16485 Laguna Canyon Rd Ste 255, Irvine, CA 92618	94975xxxx7	a.j*******@e********.com							87631		100000
Olivieri David Cfp	23201 Mill Creek Dr, Laguna Hills, CA 92653	94958xxxx9
Joseph P. Katzaroff, CFP - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx5	abc*@u.com
Jia Bao Investment Inc	4 Saddleridge, Aliso Viejo, CA 92656	94953xxxx2
Laguna Wealth Advisors, LLC	120 Vantis Dr Ste 300, Aliso Viejo, CA 92656	94946xxxx6	inf@l**********.com
Echelon Partners	34221 Golden Lantern St, Dana Point, CA 92629	94921xxxx0	aja***@e**********.com
Bankers Investment Group Inc	22792 Centre Dr, Lake Forest, CA 92630	94969xxxx9
Edward Jones - Financial Advisor: Mahnaz Nouri	29122 Rancho Viejo Rd Ste 113, San Juan Capistrano, CA 92675	94934xxxx9	acc********@e********.com		2										5	1
Wayward Lot Investment Co	26595 Morena Dr, Mission Viejo, CA 92691	94958xxxx8
Laynie Johnson - Financial Advisor, Ameriprise Financial Services	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94943xxxx9	dns***@a*.com							320		356
CalComm Capital	9828 Research Dr, Irvine, CA 92618	94952xxxx3
Sierra Investment Group	550 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4
Nielsen, Ole	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8	ban*******************@m.com
Wells Fargo Advisors	638 Camino De Los Mares, San Clemente, CA 92673	94949xxxx6
Invest & Grow	25611 Minoa Dr, Mission Viejo, CA 92691	80520xxxx7
Isles Ranch Partners	24 Corporate Plaza Dr, Newport Beach, CA 92660	94938xxxx4	gor*@i*******.com
Irvine Wealth Management and Financial Planning	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94970xxxx3	bla@i*********.com
LTL Investments	25641 Hampton Dr, Laguna Niguel, CA 92677	94936xxxx8
Canterbury Consulting	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam**@c*****************.com
Edward Jones - Financial Advisor: Jonathan Lien	23101 Lake Center Dr Ste 340, Lake Forest, CA 92630	94969xxxx3	a.j*******@e********.com							87631		100000
Edward Jones Investments	45 Tulare Dr, Aliso Viejo, CA 92656	94933xxxx2	a.j*******@e********.com							87631		100000
Fisher Investments	20 Pacifica Ste 630, Irvine, CA 92618	94977xxxx0	a.b******@f.com							161290	609	158000
Parallax Capital Partners	26911 Falling Leaf Dr, Laguna Hills, CA 92653	94936xxxx5	a.c*****@p********.com
Ryan Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com							14743		16000
Mischler Financial Group Inc	1111 Bayside Dr, Corona Del Mar, CA 92625	94972xxxx0	agu*****@m**************.com
Health & Wealth Incorporated	655 Tourmaline St, San Diego, CA 92109	85833xxxx7	c18***************************@s***.wixpress			5	4
Pacific Sun Financial Corp	95 Argonaut Ste 105, Aliso Viejo, CA 92656	94971xxxx6	dma***@i*******.net
Secure Future	Serving theDana Point Area	86653xxxx2
OC Legal Source-Legal Document Preparation Services	27184 Ortega Hwy Ste 204, San Juan Capistrano, CA 92675	94929xxxx5	sa@o************.com										5	6
Edward Jones - Financial Advisor: Ellen R Pickler Harris	24681 La Plz Ste 120 Dana Point, CA 92629	94924xxxx1	a.j*******@e********.com			5	1			87631		100000
Crown Pacific Advisors	220 Newport Center Dr, Newport Beach, CA 92660	94925xxxx1	aba@p************.com							233		275
Ppc Goddard Investments	320 Goddard, Irvine, CA 92618	94945xxxx1
Tatala M Joseph, CPA -Whitmore Tatala Accountancy Corporation	34262 Blue Lantern St Ste A Dana Point, CA 92629	94944xxxx1				4.3	6
Gold Coast Financial Group	2753 Camino Capistrano #B1, San Clemente, CA 92672	94954xxxx0	adm@m***********.com
Michael Russo - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com							230		233
Stephenson And Company	241 Avenida Del Mar, San Clemente, CA 92672	94972xxxx5	bra@s*****************.com
Great Far East	7700 Irvine Center Dr, Irvine, CA 92618	94958xxxx9	c18***************************@s***.wixpress
Chd Investments Incorporated	8001 Irvine Center Dr, Irvine, CA 92618	94975xxxx0
Koniniec, Thaddeus, AGT	23120 Alicia Pkwy, Mission Viejo, CA 92692	71425xxxx7	aud*********@p******.com							147059	4020
Burke Investment Co	28 Hammond, Irvine, CA 92618	94958xxxx3
Dimascio Venture Management Inc	22951 Aegean Sea Dr, Dana Point, CA 92629	94924xxxx9
Bilak and Kramer Capital	180 Newport Center Dr Ste 185, Newport Beach, CA 92660	94970xxxx2
Nrp Holding Co Inc	1 Mauchly, Irvine, CA 92618	94958xxxx0	aab*******@a****.com
Di Mar Investments	28004 Via Moreno, Laguna Niguel, CA 92677	94964xxxx7
Bockhold Investment Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	wms********@r.com							14743		16000
Gold Leaf Advisory	8 Castillo del Mar, Dana Point, CA 92624	94921xxxx5
Fidelity Investment Group	26060 Acero, Mission Viejo, CA 92691	94929xxxx2
Hernandez, Henry A	20 Pacifica, Irvine, CA 92618	94945xxxx8	abc*****@u.com
Rare Coin Wholesalers	200 Spectrum Center Dr Ste 2020, Irvine, CA 92618	94967xxxx2	inf@r**.com							1429	4	1500	5	1
Tactical Wealth Solutions	33 Brookline, Aliso Viejo, CA 92656	94938xxxx3	dar*@t**********.com
Laguna Wealth Advisors	24551 Del Prado Ste 930 Dana Point, CA 92629	94946xxxx6	inf@d************.org			5	1
Medbook World Inc	28562 Oso Pkwy, Rancho Santa Margarita, CA 92688	94993xxxx4
Everguard.ai	100 Spectrum Center Dr, Irvine, CA 92618	87721xxxx7	car**@e******.ai									132
Peatling, Tracy, CFP	4 Venture, Irvine, CA 92618	94945xxxx3	dns***@a*.com
Stinky Dog Investments	26012 Avenida Mariposa, San Juan Capistrano, CA 92675	71487xxxx1
Edward Jones - Financial Advisor: Travis Bovee	32834 Pacific Coast Hwy Ste 107 Dana Point, CA 92629	94948xxxx0	a.j*******@e********.com			5	1			87631		100000
Flagstar Bank	19700 Fairchild Ste 146, Irvine, CA 92612	94985xxxx0	a.d****@f*****.com	1.5	2
Edward Jones - Financial Advisor: Eric W Connella, AAMS™	23601 Moulton Pkwy Ste D, Laguna Hills, CA 92653	94946xxxx4	a.j*******@e********.com							87631		100000
Wayne Hummer Investments	15300 Barranca Pkwy, Irvine, CA 92618	31243xxxx0
I 5 Investments	30251 Golden Lantern, Laguna Niguel, CA 92677	94921xxxx8
Buscemi Wealth Management, LLC	29122 Rancho Viejo Rd Ste 105, San Juan Capistrano, CA 92675	94921xxxx9	cab@b**********************.com
LA Business Connect	2000 Riverside Dr Ste 206 Los Angeles, CA 90039	21362xxxx0	inf@l***************.com	4.2	5	4.8	16	5	13	200	19	201
OC Credit & Business Builders	14032 Enderle Center Dr Ste 220 Tustin, CA 92780	71422xxxx0	eri@o**********.com	4	4	4.6	11			590	889
Orange County Small Business Development Center	1300 S Bristol St, Santa Ana, CA 92706	71456xxxx0		4.8	5	5	2	5	43	3319	34	3700
Tax & Financial Partners	1000 N Coast Hwy, Laguna Beach, CA 92651	94971xxxx0	ts@t****************.com
Wells Fargo Advisors	26042 Marguerite Pkwy, Mission Viejo, CA 92692	94958xxxx4
Shopoff Group	8951 Research Dr, Irvine, CA 92618	94941xxxx6
Getsen Acquisition	22362 Gilberto, Rancho Santa Margarita, CA 92688	94976xxxx3
Investment Resources	27601 Forbes Rd, Laguna Niguel, CA 92677	94944xxxx1
Carrington Investment Service	25 Enterprise, Aliso Viejo, CA 92656	94951xxxx0	aar*******@c*********.com							169		185
Clements, Jerry, AGT	4 Venture, Irvine, CA 92618	94945xxxx3	ame****************@a*.com
Hanley Investment Group	300 Spectrum Center Dr Ste 100, Irvine, CA 92618	94958xxxx8	amo*@h*************.com
LPL Financial	23 Corporate Plaza Dr, Newport Beach, CA 92660	94975xxxx3	aar******@l.com
Wells Fargo Advisors	32331 Golden Lantern, Laguna Niguel, CA 92677	94924xxxx9
World Financial Group	23461 S Pointe Dr Ste 215, Laguna Hills, CA 92653	71426xxxx1
Pintar Investment Company	24682 Del Prado, Dana Point, CA 92629	94927xxxx6	inv************@p***********.com
Monarca Investment Office	31901 Camino Capistrano, San Juan Capistrano, CA 92675	94924xxxx2
LPL Financial	23101 Lake Center Dr, Lake Forest, CA 92630	94920xxxx8	aar******@l.com
Smartstop Asset Management	10 Terrace Rd, Ladera Ranch, CA 92694	94942xxxx0		3.4	5
Patriquin, Debra	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	ale********@m.com
Schultz, Robert	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	wms********@r.com							12815
Mandy M Woo - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com									10
Pacific Security Investments	30131 Town Center Dr Ste 247, Laguna Niguel, CA 92677	94924xxxx8
Datacom Investment Co	Serving theDana Point Area	94985xxxx5
Finance & Fiscal	Anaheim, CA 92801	71461xxxx7				5	5
Calpro Assets	15 Hillrise, Trabuco Canyon, CA 92679	94932xxxx1
TCFG Wealth Management The Certus Financial Group	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94936xxxx3	eni***@t*******.com												2.5	3
Morgan Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx8	acc*************@u.com
Quiver Asset Management	501 N El Camino Real, San Clemente, CA 92672	94949xxxx0	inf@h******.com
Urban Street Ventures	Newport Beach, CA 92660	80050xxxx1	inf@u*****.com			5	6			345		375
Todd Halbrook and Adam Macdonald	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx1	joh******@c.rbcwealthmanagement
Metrovest Management	6 Liberty, Aliso Viejo, CA 92656	94936xxxx0	bho*@m******.net	4	2					587847		757000
Gold Coast Financial Group	34052 La Plz Ste 206, Dana Point, CA 92629	94954xxxx0	adm@m***********.com
Sierra Asset Management	2525 Ocean Blvd, Corona Del Mar, CA 92625	94966xxxx4
Edward Jones	6813 Quail Hill Pkwy, Irvine, CA 92603	94982xxxx7	a.j*******@e********.com							87631		100000
Hughes Investments	23 Corporate Plaza Dr, Newport Beach, CA 92660	94975xxxx1	ajo***@h******.com
Silny Baerd Investment Advisors	31473 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94938xxxx1
Morgan Stanley Wealth Management	300 Spectrum Center Dr Ste 800, Irvine, CA 92618	94934xxxx0
Wells Fargo Advisors	24251 Rockfield Blvd, Lake Forest, CA 92630	94983xxxx2			59
1st Pacific	23272 Mill Creek Dr, Laguna Hills, CA 92653	94971xxxx2
Wealth Capital Partners	300 Spectrum Center Dr Ste 1150, Irvine, CA 92618	94978xxxx0	jsm*@q******************.com
First Pacific Security	14 Hughes Ste 104, Irvine, CA 92618	94921xxxx7
Prudential Financial	Laguna Niguel, CA 92677	94941xxxx5	a.w***@p*******.com
J V Delaney & Associates	17 Muir Beach Cir, Corona Del Mar, CA 92625	94972xxxx3
Security Benefit Services	24422 Avenida De La Carlota Ste 320, Laguna Hills, CA 92653	94983xxxx6
Total Access Securities	27302 Eastridge Dr, Lake Forest, CA 92630	94929xxxx0
Dunpol Investments	9 Journey, Aliso Viejo, CA 92656	94936xxxx7
Modern Woodmen of America	23441 S Pointe Dr, Laguna Hills, CA 92653	94971xxxx6	add**@e****.com							33612
CALP Real Estate Investment Co.	24681 La Plz, Dana Point, CA 92629	94924xxxx0
CBS Safari	320 Goddard, Irvine, CA 92618	94934xxxx2
PC Stockton Investments LP	1661 Louise St, Laguna Beach, CA 92651	94967xxxx0
Lin Family LP	65 Timberland, Aliso Viejo, CA 92656	94983xxxx6
Wells Fargo Advisors	601 N El Camino Real, San Clemente, CA 92672	94949xxxx6
Towneley Capital Management Inc	23197 La Cadena Dr, Laguna Hills, CA 92653	94983xxxx0	car*@t*****.com
Lpl Financial	100 Pacifica, Irvine, CA 92618	94955xxxx0	inf@a**********.com							264	17	265
Stoneridge Investments	67 Radiance Ln, Rancho Santa Margarita, CA 92688	94945xxxx2
Rockbridge Securities Inc Rockbridge Securities Inc	8001 Irvine Center Dr, Irvine, CA 92618	94958xxxx3
D'amore, Christina M, AGT	28202 Cabot Rd, Laguna Niguel, CA 92677	94946xxxx1	ame****************@a*.com							132834
Capture Investments	22942 Ridge Route Dr, Lake Forest, CA 92630	94985xxxx2
Tpc Investments Inc	34135 Pacific Coast Hwy, Dana Point, CA 92629	94948xxxx5
Newport Capital	15 Corporate Plaza Dr Ste 250, Newport Beach, CA 92660	94975xxxx6
Keith Tran, ChFC - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx1	abc*@u.com
Klein, Martin	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	mar*******@r.com									157
Diversified Investment	10 Copps Hill St, Laguna Niguel, CA 92677	94979xxxx4
Ankit Consulting Services	30211 Avenida De Las Bandera Ste 200, Rancho Santa Margarita, CA 92688	94968xxxx4	aj@a********.com
Portfolio Planners	Serving theDana Point Area	94948xxxx0
LPL Financial	7700 Irvine Center Dr, Irvine, CA 92618	94974xxxx8	aar******@l.com
Tunney Wealth Management - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx6	acc*************@u.com
Ipo Express 1	21 Muirfield, Trabuco Canyon, CA 92679	94921xxxx7
Digital Asset Investment Management	260 Newport Center Dr Ste 100, Newport Beach, CA 92660	94929xxxx2	hq@d***.io
B L Investments	25950 Acero, Mission Viejo, CA 92691	94977xxxx1	coc***@s****.com
Freedman Finance Advisors	30211 Avenida Day Las Beanderas, Rancho Santa Margarita, CA 92688	94924xxxx8	inf@f*********************.com
Halbreich Financial Advisory Group - Ameriprise Financial Services	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94946xxxx9	dns***@a*.com							129		126
Rommel, Lora, AGT	28202 Cabot Rd, Laguna Niguel, CA 92677	94946xxxx1	ame****************@a*.com
CIBC Private Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94966xxxx0	acc*****@c*.com							2120		2200
WCM Investment Management	281 Brooks St, Laguna Beach, CA 92651	94971xxxx0	aar@w******.com
Anchor Re Captital Management Co	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94933xxxx7
Surfside Thoroughbred Farms	205 Avenida Salvador, San Clemente, CA 92672	94949xxxx5		5	2
Kost Investment Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx9	the*******@r.com							80	8	83
JMR Capital Partners Inc	24642 San Juan Ave, Dana Point, CA 92629	94971xxxx5	inf@j***.com
Worldwide Investment Network	300 Spectrum Center Dr Ste 400, Irvine, CA 92618	94972xxxx4
Owen's Commercial Investments	1302 S El Camino Real, San Clemente, CA 92672	94938xxxx8
LPL Financial	114 Pacifica, Irvine, CA 92618	94922xxxx0	aar******@l.com							20010	214	21000
Asset Management	San Juan Capistrano, CA 92675	94921xxxx2
Optivest	24901 Dana Point Harbor Dr Suite 200, Dana Point, CA 92629	94936xxxx6	ash*@o********.com
Raymond James Financial	29222 Rancho Viejo Rd Ste 211, San Juan Capistrano, CA 92675	94953xxxx9
Summitland	23361 El Toro Rd, Lake Forest, CA 92630	94945xxxx2
Target Date Solutions	900 Calle Venezia, San Clemente, CA 92672	94948xxxx9	ron@t******************.com
United Investment Service Inc	22706 Aspan St, Lake Forest, CA 92630	94945xxxx0
Tarbox Family Office	500 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	bri@t***.com
James Brady Pension Co	16520 Bake Pkwy, Irvine, CA 92618	94986xxxx6
Ronald I. Ostrow - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx3	abc*@u.com
Legacy Partners	27101 Puerta Real, Mission Viejo, CA 92691	94936xxxx0	aab******@l***********.com							254	5	281
Afam Capital	20 Enterprise, Aliso Viejo, CA 92656	94949xxxx5	inn********@a********.com
Frehner Wealth Management	300 Spectrum Center Dr, Irvine, CA 92618	94963xxxx1	adm@f**********.com
SMC Wealth Management	30011 Ivy Glenn Dr Ste 115, Laguna Niguel, CA 92677	94930xxxx0	lar@s****************.com
Caruso Affiliated Holdings	110 Newport Center Dr Ste 200, Newport Beach, CA 92660	94971xxxx1
Poole, Michael	500 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4	ban********@e**.bankofamerica
Pacific Park Financial Inc	101 Columbia, Aliso Viejo, CA 92656	94959xxxx4	gar@m***********.com
Merrill Lynch Financial Advisor Sean H Balkhi	28202 Cabot Rd Ste 200, Laguna Niguel, CA 92677	94945xxxx5	ban*******************@m.com
The Sullivan Group	32392 Coast Hwy, Laguna Beach, CA 92651	94971xxxx4	all**@s**********.net							111	2	110
Edward Jones - Financial Advisor: Nick Zeiter	32392 Coast Hwy Ste 190 Laguna Beach, CA 92651	94949xxxx8	a.j*******@e********.com			5	2			87631		100000
Galici Financial		94935xxxx8	4e1***********************************@w***************.com	5	14					98
Fiscalis Advisory Inc	30320 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94942xxxx5	inf@f**************.com
Chetney William R	33272 Valle Rd Ste 100, San Juan Capistrano, CA 92675	71448xxxx6
Eddie Bryant	31681 Camino Capistrano, San Juan Capistrano, CA 92675	94922xxxx5
Merrill Lynch Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx0	ale********@m.com	4	4
Edward Jones - Financial Advisor: Mary B Molnar, CRPC™	2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625	94964xxxx6	a.j*******@e********.com									25
O C Investors Group	31878 Del Obispo St, San Juan Capistrano, CA 92675	94929xxxx6
Edward Jones - Financial Advisor: Omar Houssainy	23046 Avenida De La Carlota, Laguna Hills, CA 92653	94936xxxx4	a.j*******@e********.com							85136
Rebecka Forrester \| TNG Real Estate	2830 Brea Blvd Fullerton, CA 92835	71441xxxx7	reb*************@m.com			4.9	13
Sonitrol	19 Spectrum Pointe Dr, Lake Forest, CA 92630	94929xxxx0	ar@s*********.com							67		69
Maluli Consulting	Riverside, CA 92509	95122xxxx3	adm@m*************.com			5	1
Fjord Ventures	26051 Merit Cir, Laguna Hills, CA 92653	94934xxxx8	bbe****@f**********.com
Wells Fargo Advisors	24431 Calle De La Louisa Ste 100, Laguna Hills, CA 92653	86683xxxx6
Mo Said	28641 Marguerite Pkwy, Mission Viejo, CA 92692	94954xxxx4	abc*****@f**********.com							12452		13000
Matsushita Internaitonal	1141 Via Callejon, San Clemente, CA 92673	94949xxxx0
Yaltin Investments	6 Monterey Cir, Corona Del Mar, CA 92625	94972xxxx0
Business Brokerage Inc	41 Toulon, Laguna Niguel, CA 92677	94971xxxx2	bbi****@a.com
WellCents	120 Vantis Dr Ste 400, Aliso Viejo, CA 92656	86624xxxx1	inf@m*********.com									39
Coast Wealth Management	302 N El Camino Real 212-C, San Clemente, CA 92672	94936xxxx5	abe**@c******************.com
Smart Money Investment Corporation	27061 Ironwood Dr, Laguna Hills, CA 92653	94958xxxx1
Investors Property Services	Serving theDana Point Area	94966xxxx8
Wcm Investment Management	23702 Birtcher Dr, Lake Forest, CA 92630	94938xxxx0	aar@w******.com
Ruesoff Asset Management	28436 Chat Dr, Laguna Niguel, CA 92677	94977xxxx6
Kanani Advisory Group	16520 Bake Pkwy Ste 100, Irvine, CA 92618	87782xxxx7	clo*@k****************.com	4.5	25					247	9
Ameriprise Financial	120 Vantis Dr Ste 300, Aliso Viejo, CA 92656	94966xxxx8
Jado Investments	1100 S Coast Hwy, Laguna Beach, CA 92651	94934xxxx0	geo**********@j************.com
New Era Financials	43 Marbella, San Clemente, CA 92673	94924xxxx5
Castaneda Investments Inc	23120 Alicia Pkwy Ste 200, Mission Viejo, CA 92692	94934xxxx5	imp****@g**.com	5	2
Henry, Daniel S	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8
Salt Creek Investments	14 Center Ct, Laguna Niguel, CA 92677	94963xxxx2
Pacific Investment Management Company	310 White Cap Ln, Newport Coast, CA 92657	94972xxxx0	abc*****@p**.com
Wells Fargo Advisors	27722 Vista Del Lago, Mission Viejo, CA 92692	94946xxxx0
Halbrook MacDonald Wealth Management Team	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Edward Jones - Financial Advisor: Markus Wong	250 Newport Center Dr Ste 206, Newport Beach, CA 92660	94964xxxx0	a.j*******@e********.com							72		74
New Summit Investments	65 Enterprise, Aliso Viejo, CA 92656	88893xxxx9
Householder, Jeff	2121 E Coast Hwy, Corona Del Mar, CA 92625	94964xxxx6	acc********@e********.com							86718		98000
Irvine Wealth Management	9870 Research Dr, Irvine, CA 92618	94922xxxx0	mat**@i*****.com
Chase Bank	5 Monarch Bay Plz, Dana Point, CA 92629	94924xxxx0	abc*****@c**.com	4.4	15										2.5	38
Stifel	30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94923xxxx0	bur***************@s***.com							4782		5200
Bellaire Investments	800 S El Camino Real, San Clemente, CA 92672	94949xxxx5
M. Jay Johnson Wealth Management	34163 Pacific Coast Hwy, Dana Point, CA 92629	94921xxxx5	jay******@l.com
Alta Pacific Wealth Management LLC	27201 Puerta Real Ste 235, Mission Viejo, CA	94920xxxx8	adv**@f***************.com					5	11	165		284
Brooks Business Support	San Juan Capistrano, CA 92675	94967xxxx5	inf@b*******************.com							449		461
Focus Wealth Management - Ameriprise Financial Services	6B Liberty Ste 225, Aliso Viejo, CA 92656	94966xxxx8	din*******@a*.com	5	2					469	9	469
Fidelity Investments	27101 Puerta Real Ste 160, Mission Viejo, CA 92691	80054xxxx4	a61**@f*****.com	2.7	23					326674		348000
Rincon Pacific Management Inc.	2340 S El Camino Real, San Clemente, CA 92672	94936xxxx3
Gerber Kawasaki Wealth & Investment Management	2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405	42456xxxx0	a18***************************@s***.wixpress	4.6	138	4.8	198
Financial Network Investment Corp	24981 Dana Point Harbor Dr, Dana Point, CA 92629	94966xxxx5
Habiballa & Sons Investments	28181 Somerset, Mission Viejo, CA 92692	94927xxxx8
Wohl Investment Co	14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94970xxxx0	re@w*************.com
Pacifica Wealth Advisors	26041 Acero, Mission Viejo, CA 92691	94930xxxx0	rob*@p***********.com	5	3							509
Vincent Lovoy - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
AMC Lending Group	9070 Irvine Center Dr, Irvine, CA 92618	94955xxxx0	a.m*******@a************.com
Stamper Capital & Investment	2721 E Coast Hwy, Corona Del Mar, CA 92625	94967xxxx7	sep********************@r**********.com
Young, Tony	20 Pacifica, Irvine, CA 92618	94988xxxx1	aar*****@u.com							228710		241000
Martin Klein - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	mar*******@r.com									157
Peak Investments	20 S Peak, Laguna Niguel, CA 92677	94966xxxx3
Tranzon Asset Strategies	9980 Irvine Center Dr Ste 100, Irvine, CA 92618	88831xxxx4	adv**@t****.com							11393		12000
Garcher Investment Properites	9834 Research Dr, Irvine, CA 92618	94933xxxx0
Newport Assets Inc	14 Corporate Plaza Dr Ste 200, Newport Beach, CA 92660	94975xxxx3
Haussmann Financial	23201 Lake Center Dr Ste 300, Lake Forest, CA 92630	80077xxxx0	amy@h*****************.com
Versity Investments	20 Enterprise, Aliso Viejo, CA 92656	94954xxxx4	bla@v**********.com							35		43
Ehrlich, Andrew, AGT	28202 Cabot Rd, Laguna Niguel, CA 92677	94946xxxx1	dns***@a*.com
David Thompson - RBC Wealth Management Branch Director	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Alstine Investment	31473 Rancho Viejo Rd Ste 204, San Juan Capistrano, CA 92675	56255xxxx6
Walker Financial Advisors Inc	27201 Puerta Real Ste 465, Mission Viejo, CA 92691	94936xxxx1	ber*@w************.com
Brascia Investment Management	23120 Alicia Pkwy, Mission Viejo, CA 92692	94983xxxx0
Morgan Stanley	2 Ritz Carlton Dr Ste 203, Dana Point, CA 92629	94923xxxx0	int********@m**********.com
Life By Design Investment Advisory Services	34179 Golden Lantern # 101, Dana Point, CA 92629	71454xxxx0	inf@l****.com	5	1					152	5	156
Strategic Capital	33971 Selva Rd, Dana Point, CA 92629	94927xxxx5
SMC Wealth Management	215 Avenida Del Mar, Ste B, San Clemente, CA 92672	94930xxxx0	lar@s****************.com					5	5			90			5	4
Needelman Asset Management Inc	111 Pacifica Ste 140, Irvine, CA 92618	94945xxxx3	sam@m*********.com
Guided Path Wealth Management	26861 Calle Hermosa, Dana Point, CA 92624	94944xxxx1	bri@g*********.com
4MPC Inc	8 Premiere Pt, Newport Coast, CA 92657	94923xxxx8	fre@w******.com
Kovitz	30 Enterprise Ste 210, Aliso Viejo, CA 92656	94949xxxx5	aar@k***.com
Investment R/E Source	31897 Del Obispo St, San Juan Capistrano, CA 92675	94944xxxx3	lis****@i****************.com
Time Quest	30251 Golden Lantern, Laguna Niguel, CA 92677	94963xxxx5	con**@p***********.org
Bill Wedde - Thrivent	800 S El Camino Real Ste 216, San Clemente, CA 92672	94948xxxx8	adm@d*********.com
O'Neill Tax & Financial	501 N El Camino Real Ste 200, San Clemente, CA 92672	94949xxxx9	inf@i**************.com
Laguna Wealth Advisors, Llc	24551 Del Prado #930, Dana Point, CA 92629	94946xxxx6	inf@d************.org												5	7
Woo, Mandy M, CFP	4 Venture, Irvine, CA 92618	94945xxxx3	bri*************@a*.com							10		10
Tangible Investments LLC	1910 S Coast Hwy, Laguna Beach, CA 92651	94971xxxx3	app****@t*.com	4.6	51
Bradstreet Investment Co	121 Agate Ave, Newport Beach, CA 92662	94972xxxx2
Event Solutions	22521 Avenida Empresa, Rancho Santa Margarita, CA 92688	94988xxxx5	d20***********************************@w***************.com
Prudential Real Estate	23807 Aliso Creek Rd, Laguna Niguel, CA 92677	94942xxxx0
Hanley Investment Group	3500 E Coast Hwy Ste 100, Corona Del Mar, CA 92625	94958xxxx0	amo*@h*************.com					5	22	353		381
Trusted Policy Funds	23046 Avenida De La Carlota Ste 600, Laguna Hills, CA 92653	94951xxxx8
Ossola Wealth Management	130 Vantis Dr Ste 135, Aliso Viejo, CA 92656	94925xxxx2	all********@o*****.com
Edward Jones - Financial Advisor: Tom Choi	2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625	94964xxxx6	a.j*******@e********.com							87631		100000
Tangeman Wealth Management	999 Corporate Dr Ste 100, Ladera Ranch, CA 92694	87725xxxx6	kir***********@l.com									72
Red Mortgage Capital Inc	24921 Dana Point Harbor Dr, Dana Point, CA 92629	94961xxxx0	a.w****@r************.com
Edward Jones - Financial Advisor: Bob Josten	307 Marine Ave, Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com							87631		100000
Wells Fargo Advisors	32222 Camino Capistrano, San Juan Capistrano, CA 92675	94966xxxx8
Labarthe, Jeff	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2
Brookseed Partners	Trabuco Canyon, CA 92679	94970xxxx1	adm@b******.com
Crown Capital Securities	32244 Paseo Adelanto, San Juan Capistrano, CA 92675	94948xxxx8
R P & A Financial Strategists	33332 Valle Rd Ste 250 San Juan Capistrano, CA 92675	94935xxxx3	joh@r***.com
G W Sherwold Associates Inc	22994 El Toro Rd, Lake Forest, CA 92630	94947xxxx0	gar@g********.com									28
Edward Jones - Financial Advisor: Craig A Eshenko, AAMS™	31991 Dove Canyon Dr Ste D, Trabuco Canyon, CA 92679	94985xxxx4	a.j*******@e********.com							87631		100000
Westmont Investment Co	130 Newport Center Dr, Newport Beach, CA 92660	94976xxxx7
Morgan Stanley	28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677	94936xxxx5	acc********@m**********.com	3.7	3										3	2
Premier Notary and Loan Signing Specialist	Irvine, CA 92620	71467xxxx5
Option Investments, Inc. (OpVest)	300 Spectrum Center Dr Ste 1030, Irvine, CA 92618	94926xxxx0	aci******@o***.com
Thomas Ahola Real Estate Advisor	Dana Point, CA 92629	31021xxxx4
Tober & Co Financial Service	635 Camino De Los Mares, San Clemente, CA 92673	94944xxxx3	mar*****@e************.com
Crescent Bay Advisors, Inc.	2101 E Coast Hwy Ste 120, Corona Dl Mar, CA 92625	94971xxxx7	inf@c*****************.com
Strada Capital Group	100 Spectrum Center Dr Ste 900, Irvine, CA 92618	94978xxxx0	ana****@s**********.com							6191	113	5900
Barney Smith	302 Glenneyre St, Laguna Beach, CA 92651	94946xxxx0		5	2
Investment Tax Strategy	48 Talmont, Newport Coast, CA 92657	94985xxxx9
Row Asset Management	450 Newport Center Dr, Newport Beach, CA 92660	94947xxxx1	ak@r****.com
Bank of England Mortgage	26040 Acero, Ste.114, Mission Viejo, CA 92691	94961xxxx2
Coast Wealth Management	302 N El Camino Real, San Clemente, CA 92672	94936xxxx5	mva******@c******************.com
Spectrum Asset Management Inc.	450 Newport Center Dr, Newport Beach, CA 92660	94995xxxx1	ach*@m*******.com							166767	126	187000
Capital Investment & Ventures	30151 Tomas, Rancho Santa Margarita, CA 92688	94985xxxx7	aak************@p*.com							492597		25
Black Dog Sales	32422 Alipaz St # B-4B, San Juan Capistrano, CA 92675	94921xxxx1
Oc Securities	22672 Lambert St Ste 602, Lake Forest, CA 92630	94991xxxx4
Ubs	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx0	aar*****@u.com							229155		242000
Laguna Wealth Advisors, LLC	24551 Del Prado Ave, Dana Point, CA 92629	94946xxxx6	inf@d************.org
Oc Realty Advisors	1 Technology Dr, Irvine, CA 92618	61224xxxx0											5	1
Local Investments Direct	30100 Crown Valley Pkwy, Laguna Niguel, CA 92677	94951xxxx0	don*****@l**************.com
Osborne Capital Options	24612 Harbor View Dr, Dana Point, CA 92629	94948xxxx8
The Clark Group Asset Management	24941 Dana Point Harbor Dr c210, Dana Point, CA 92629	94955xxxx8	bra**@c*********.com	5	12
Fidelity Investments	1600 Newport Center Dr Ste 100, Newport Beach, CA 92660	80036xxxx0	a61**@f*****.com	3.5	2
McDonnell Investment Management	24872 Golden Vis, Laguna Niguel, CA 92677	94936xxxx2	b.c***@m*****************.com
Wolf, Thomas J, AGT	26691 Plaza, Mission Viejo, CA 92691	94936xxxx3
Montauk Triguard	8001 Irvine Center Dr Ste 880, Irvine, CA 92618	94921xxxx7	bsm*@t*************.com
Sun Pacific Group	Serving theDana Point Area	94951xxxx9
Michael Beattie - Financial Advisor, Ameriprise Financial Services	30320 Rancho Viejo Rd Ste 15, San Juan Capistrano, CA 92675	94954xxxx9	dns***@a*.com
Concord Investment Council	9811 Irvine Center Dr, Irvine, CA 92618	94985xxxx0	gid*@c****.com							52	2	53
DPS Financial Service Inc	30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94982xxxx7	pri**************@n*********.net
Fifth Third Private Bank - Noel Hamilton	500 Newport Center Dr Ste 800, Newport Beach, CA 92660	94961xxxx7	adr***********@5.com
KDG Investments	1443 N El Camino Real, San Clemente, CA 92672	94945xxxx0	dea******@k***********.com
The March Group	7545 Irvine Center Dr, Irvine, CA 92618	94962xxxx5
Del Mar Wealth Management	241 Avenida Del Mar, San Clemente, Ca 92672	94927xxxx3	cla*******@s**************.com		97
In2 Investments	9271 Research Dr, Irvine, CA 92618	94933xxxx0
Manta Group	20992 Bake Pkwy Ste 110, Lake Forest, CA 92630	94991xxxx5
Dorman Skorheim Wealth Management, LLC	25301 Cabot Rd, Laguna Hills, CA 92653	94983xxxx9	inf@d************.com									60
Pro Investment Consultant	28965 La Carreterra, Laguna Niguel, CA 92677	94949xxxx6
APEX Investment Planning Services	424 32nd St Ste A, Newport Beach, CA 92663	94966xxxx0	bai**@b*****.com
Squires, Eric	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx3	ale********@m.com
William L Knoke, CFP	635 Camino De Los Mares San Clemente, CA 92673	94966xxxx7	6d3***********************************@w***************.com			4.7	10
Lendevity	21031 Ventura Blvd Ste 512 Woodland Hills, CA 91364	81862xxxx3	con**@l******.com			4.9	49
Athos Capital Advisors	Newport Beach, CA 92660	31097xxxx5	cli********@a*****************.com									13
HighMark Financial Solutions Group	34188 Pacific Coast Hwy Suite D, Dana Point, CA 92629	80056xxxx8	cha******@h********.com
Gold Alliance	Serving theDana Point Area	80045xxxx7
Wilshire Finance Partners	1400 Newport Center Drive, Suite 250, Newport Beach, CA 92660	86657xxxx0	aba***@w*******.com							143	4	151
Keza Corp	27 Spectrum Pointe Dr, Lake Forest, CA 92630	94924xxxx7	hel@k*****.com							586776		759000
California Private Wealth Management	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94921xxxx9
Seaview Investors	333 Bayside Dr, Newport Beach, CA 92660	94956xxxx0	aho***@s*************.com
Bizniya Corp	22762 Aspan St, Lake Forest, CA 92630	94935xxxx5	deb******@t**.com	5	13
Clearview Investment Partners	250 Newport Center Dr Ste 300, Newport Beach, CA 92660	94920xxxx0	fir@c****.com
Sol Terra Estates & Lending Inc.	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94962xxxx5	geo*@s************.com							363	7	354
Bankers Investment Group	28202 Cabot Rd Ste 305, Laguna Niguel, CA 92677	94969xxxx9
Charles Schwab	16 Corporate Plaza Dr, Newport Beach, CA 92660	94971xxxx8	ada********@s***.com	5	5
M a H Invest	10 Doheny, Laguna Niguel, CA 92677	94924xxxx3
Edward Jones - Financial Advisor: Ryan T Krause	32834 Pacific Coast Hwy # 107, Dana Point, CA 92629	94948xxxx0	a.j*******@e********.com									23
Oceanview Investments	160 S Coast Hwy, Laguna Beach, CA 92651	94971xxxx2
Steve Nassau - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx5	abc*****@u.com
Kremer Co	260 Newport Center Dr, Newport Beach, CA 92660	94975xxxx2
Titan Capital Management	13 Poppy Hills Rd, Laguna Niguel, CA 92677	94948xxxx7	abe@t************.com
Edward Jones - Financial Advisor: Garret Ring	30131 Town Center Dr Ste 145, Laguna Niguel, CA 92677	94924xxxx8	a.j*******@e********.com							29		33
The Matthews Group at Berkshire Hathaway Lifestyle Properties	24501 Dana Dr, Dana Point, CA 92629	94961xxxx7	adr*@b**********.com	5	8					172108		185000
Pacific Financial Plaza	880 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	jan***@i****************.com							1307
Investment Quality Trends	27132 Paseo Espada, San Juan Capistrano, CA 92675	94921xxxx5	653***********************************@w***************.com
Duttenhofer Advisory Group	1100 S Coast Hwy Ste 210A, Laguna Beach, CA 92651	94949xxxx0	inf@o***************.com
Investment Brokerage	2721 E Coast Hwy, Corona Del Mar, CA 92625	94956xxxx1
Ameriprise Financial	25411 Cabot Rd Ste 101, Laguna Hills, CA 92653	94946xxxx1	ame****************@a*.com
Professional Equities Inc	23201 Mill Creek Dr Ste 300, Laguna Hills, CA 92653	94995xxxx7	907***********************************@w***************.com
Merrill Lynch Wealth Management	3 Cameo Crst, Laguna Niguel, CA 92677	94985xxxx4
Sasha R. Kottmeier - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx7	acc*************@u.com
Blue Chip Macro	729 Montana Ave Ste 7 Santa Monica, CA 90403	80091xxxx7	car**@b**********.com
Firehorse Enterprise	25422 Trabuco Rd Suite 105-246, Lake Forest, CA 92630	95170xxxx3
US Credit Collection Agency	9891 Irvine Center Dr, Irvine, CA 92618	94924xxxx9
Forward Funding	647 Camino De Los Mares Ste 108, San Clemente, CA 92673	94949xxxx0	adm@f***********.com
Certified Investment Group	928 Calle Venezia, San Clemente, CA 92672	94936xxxx7
Carver, Robert Morris	20 Pacifica, Irvine, CA 92618	94945xxxx5	abc*****@u.com
MKT Wealth Management	9870 Research Dr, Irvine, CA 92618	94920xxxx1	inf@m***.com							1127	3	1100
U.S. Bank - Wealth Management Banker: Jason Beesley	33621 Del Obispo St Ste A, Dana Point, CA 92629	94924xxxx8	aar**********@u***.com
Trinity Investments	23161 Mill Creek Dr Ste 320, Laguna Hills, CA 92653	94959xxxx0	aag****@t***************.com
Owen, Timothy	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8	ale********@m.com
Konex A V Inc	22600 Lambert St, Lake Forest, CA 92630	94947xxxx0	che***@i***********.com					4.6	25	1445	2	1400
Beattie, Michael	30320 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94954xxxx9	dns***@a*.com
Gold Coast Financial Group	2753 Camino Capistrano, San Clemente, CA 92672	94954xxxx0	adm@m***********.com
Edward Jones - Financial Advisor: Tammy McKennon	3 Monarch Bay Plz, Dana Point, CA 92629	94948xxxx3	a.j*******@e********.com							87631		100000
Roman Risk & Insurance Services	8707 Research Dr, Irvine, CA 92618	94968xxxx2	inf@i****.com									94
Solana Investments Inc	23641 Via Linda, Mission Viejo, CA 92691	94921xxxx0
StrataTax	5694 Mission Center Rd Ste 215 San Diego, CA 92108	85822xxxx0				5	135
Wells Fargo Advisors	Laguna Beach, CA 92651	94949xxxx8	a-w*************@w***************.com
Mka Capital Group Advisors	1 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94972xxxx0	adm@m***.com
Wells Fargo Advisors	260 Ocean Ave, Laguna Beach, CA 92651	94949xxxx4
Aristotle Capital MGMT	840 Newport Center Dr, Newport Beach, CA 92660	94999xxxx0	abe******@a*********.com									5000
Cardinal Partners	28202 Cabot Rd Ste 200, Laguna Niguel, CA 92677	94934xxxx4
Spilly-Shahinian, Karen	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx1	ban*******************@m.com
Optivest Wealth Management	24901 Dana Point Harbor Dr #200, Dana Point, CA 92629	94936xxxx6	ash*@o********.com	5	1
Financial Portfolio	30732 Calle Barbosa, Laguna Niguel, CA 92677	94971xxxx9	inf@p****************.com
Securities America	15707 Rockfield Blvd, Irvine, CA 92618	94947xxxx6	aad******@s**************.com
E F Heagen & Associates - LPL Financial	30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94948xxxx1	pri**************@n*********.net
Edward Jones - Financial Advisor: Travis C Macaluso	25909 Pala Ste 315, Mission Viejo, CA 92691	94945xxxx2	a.j*******@e********.com							87586		100000
Shoreline Investment Group	25582 Saltwater Dr, Dana Point, CA 92629	94966xxxx9
Northstar Financial	25301 Cabot Rd Ste 206, Laguna Hills, CA 92653	94929xxxx2	jay@l***************.com
Van Kampen Merritt Inc	24422 Avenida De La Carlota, Laguna Hills, CA 92653	94983xxxx1
Edward Jones	27772 Vista Del Lago Suite B-21, Mission Viejo, CA 92692	94946xxxx0	a.j*******@e********.com							87586		100000
Stifel \| Ron Witter	520 Newport Center Dr Ste 1500, Newport Beach, CA 92660	94925xxxx9
Jmr Capital Partners	1805 Laguna Canyon Rd, Laguna Beach, CA 92651	80042xxxx5
Dahl, James E	20 Pacifica, Irvine, CA 92618	94945xxxx8	abc*****@u.com
E & J Investments	300 Spectrum Center Dr, Irvine, CA 92618	94933xxxx0
Abi Ltd	23276 S Pointe Dr, Laguna Hills, CA 92653	94985xxxx6	cin@a****.com
Silicon Coast Capital Inc	34105 Violet Lantern St, Dana Point, CA 92629	94944xxxx5	cap**@s****************.com
American Bankers Financial	34012 Selva Rd Unit 12, Dana Point, CA 92629	31094xxxx0
Advanced Financial Strategies Inc	5 Hubble, Irvine, CA 92618	94945xxxx0	pie*@w.afsplanning
Mission Capital Advisors	23 Corporate Plaza Dr Ste 120, Newport Beach, CA 92660	94970xxxx1	adr*****@m*******.com
Zions Bank	24531 Ladera Dr, Mission Viejo, CA 92691	94945xxxx8
Systematic Financial Management LP	500 Newport Center Dr Ste 200, Newport Beach, CA 92660	94971xxxx1	apa*@s**.com
Ben Robinson	77 Cottage Ln, Aliso Viejo, CA 92656	94958xxxx1	joh*****@t**************.com
SWAN Wealth Management Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Hall Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx1	a.h*@h*****.com
Girard Securities	203 Avenida La Cuesta, San Clemente, CA 92672	94942xxxx9
Power Gateway Investment Co Ltd	31103 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94993xxxx3
Spotlight Funds Management	1990 S Coast Hwy, Laguna Beach, CA 92651	94971xxxx0
Wells Fargo Advisors	520 Newport Center Dr Ste 1700, Newport Beach, CA 92660	94964xxxx0	aar**********@w***************.com
Securities America Advisors-Ken Mascari	22954 El Toro Rd, Lake Forest, CA 92630	94945xxxx0	aad******@s**************.com
Pegasus Investment	9070 Irvine Center Dr, Irvine, CA 92618	81834xxxx0
Reo World Inc	19 Corporate Plaza Dr, Newport Beach, CA 92660	94947xxxx0
Knr Wealth Management	28202 Cabot Rd Ste 445, Laguna Niguel, CA 92677	94921xxxx0	dom**@f.com												5	23
Berry, Michael	24361 El Toro Rd, Laguna Woods, CA 92637	94957xxxx2	a**00@a*****.com
John Fierro - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx9	joh******@r.com
Acorns Grow Inc	5300 California Ave Bldg 1, Irvine, CA 92617	85573xxxx9	cop****@a***.com
Scottrade	24012 Calle De La Plata Ste 135, Laguna Hills, CA 92653	94946xxxx1	dns***@s***.com							392904		400000
Wealth Management & Business	2 Venture, Irvine, CA 92618	94982xxxx2	hel@w*.financial							241	8	239
Challenger Co	6B Liberty, Aliso Viejo, CA 92656	94975xxxx4	nan@c*************.com
Wells Fargo Advisors	22371 Antonio Pkwy, Rancho Santa Margarita, CA 92688	94958xxxx9
Honari, Pedram	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	ale********@m.com
Shin, Stephen	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com							12815
Muller Capital Investments	28241 Crown Valley Pkwy, Laguna Niguel, CA 92677	94970xxxx2
PJC Investments Inc	28112 San Lucas, Mission Viejo, CA 92692	94982xxxx5
Antwone O'Quinn - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx0	abc*@u.com
Cambridge-Forbes	34352 Starboard Lantern, Dana Point, CA 92629	94925xxxx4
Irvine East Investment Co	14725 Alton Pkwy, Irvine, CA 92618	94985xxxx8
Seguin Group	4 Palmera, Rancho Santa Margarita, CA 92688	94945xxxx8
Royce IP	34232 Pacific Coast Hwy Ste D, Dana Point, CA 92629	94925xxxx8
1st National Capital Corp	26050 Towne Centre Dr, Laguna Hills, CA 92653	94970xxxx0	abl*@f*****.com
F & B Investments	28651 Silverton Dr, Laguna Niguel, CA 92677	94936xxxx4
Wells Fargo Advisors	30160 Town Center Dr, Laguna Niguel, CA 92677	94936xxxx7
Dominion Property Investments	28262 San Marcos, Mission Viejo, CA 92692	94929xxxx7
Watson-Hall Investments	24822 Solano Ct, Laguna Hills, CA 92653	94983xxxx6
Hewitt Investment Advisory	6 Venture, Irvine, CA 92618	94972xxxx4	nn@o**************.com
Barney Smith	2 Ritz Carlton Dr Ste 203, Dana Point, CA 92629	94923xxxx0
Cooper McManus Wealth Management	9870 Research Dr, Irvine, CA 92618	61255xxxx5	aco**@c**********.com	5	2
Primior Management	620 Newport Beach Dr Ste 1100 Newport Beach, CA 92660	94952xxxx7	adv***@p****.com			5	1			982		1000
Edward Jones - Financial Advisor: Tim Werth, AAMS™	25950 Acero Ste 320, Mission Viejo, CA 92691	94958xxxx4	a.j*******@e********.com							87586		100000
A K Financial	6 Venture, Irvine, CA 92618	94978xxxx0	ak@a***************.com