Business List: Wealth Management in Mission Viejo, 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
De La Pena, Kristopher, CFP	4695 Macarthur Ct, Newport Beach, CA 92660	94979xxxx2	bri*********@a*.com									78
National Business Brokerage	23120 Alicia Pkwy, Mission Viejo, CA 92692	94958xxxx7
RRD Investments	126 Abalone Ave, Newport Beach, CA 92662	41584xxxx1
Gilbreth, Stephen	2 Park Plz, Irvine, CA 92614	94997xxxx4	ame****************@a*.com							132834
Mortgage Vintage, Inc.	260 Newport Center Dr, Newport Beach, CA 92660	94963xxxx5	daw@m*************.com
William Nichols & Associates Inc.	17901 Von Karman Ave Ste 600, Irvine, CA 92614	94933xxxx0											5	1
Edward Jones - Financial Advisor: Ian White	26400 La Alameda Ste 104 Mission Viejo, CA 92691	94958xxxx0	a.j*******@e********.com			5	1			28		30
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
Edward Jones - Financial Advisor: Jason K Somrak, ChFC®\|CEPA®	26161 Marguerite Pkwy Suite D, Mission Viejo, CA 92692	94936xxxx5	a.j*******@e********.com							87631		100000
Wells Fargo Advisors	27250 Alicia Pkwy, Laguna Niguel, CA 92677	94983xxxx8			36
Black Unicorn Enterprise	Laguna Beach, CA 92651	32376xxxx5
Advanced Planning Wealth Management Group	4770 Campus Dr Ste 210, Newport Beach, CA 92660	94950xxxx0	ada@t********.org	4.7	15					53	9	57
Edward Jones - Financial Advisor: Geoff Fellows	32392 Coast Hwy Ste 190 Laguna Beach, CA 92651	94949xxxx8	a.j*******@e********.com			5	1			87631		100000
Signature Resources Capital Mangement	16755 Von Karman Ave, Irvine, CA 92606	94926xxxx6	ale@s*********.com
Scottrade	32411 Golden Lantern, Laguna Niguel, CA 92677	94948xxxx8	dns***@s***.com
Walter Crutended	4600 Campus Dr, Newport Beach, CA 92660	94939xxxx0
Emerald Creek Group	5000 Birch St, Newport Beach, CA 92660	94937xxxx0	ash********@e*********.com
California Title Loans	2102 Business Center Dr Ste 130, Irvine, CA 92612	85533xxxx1	sup**@c*****************.org	5	7
Financial Management Network, Inc.	26041 Acero, Mission Viejo, CA 92691	94945xxxx0	asa***@f**.com	5	3
Catalina Group	500 Newport Center Dr, Newport Beach, CA 92660	94970xxxx2
Katiana Jamm - Financial Advisor, Ameriprise Financial Services	1 Park Plz Ste 600, Irvine, CA 92614	94938xxxx6	dns***@a*.com							184	24	189
Edward Jones - Financial Advisor: Ellen R Pickler Harris, CRPC™	24681 La Plz Ste 120, Dana Point, CA 92629	94924xxxx1	a.j*******@e********.com							87631		100000
Billy Ray Valentine Co	236 Calle Pintoresco, San Clemente, CA 92672	94936xxxx6
B R Investors	17392 Daimler St, Irvine, CA 92614	31078xxxx0
APL Wealth Management Group, Inc.	28202 Cabot Rd #300, Laguna Niguel, CA 92677	94948xxxx1	ali***@a***.com
Parsons Robert J Investments	110 Newport Center Dr Ste 200, Newport Beach, CA 92660	94964xxxx2
Bellwether Financial Group Inc	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8	ala*@b*********************.com
Dorman Skorheim Wealth Management, LLC	25301 Cabot Rd #208, Laguna Hills, CA 92653	94983xxxx9	inf@d************.com									60
PortSalus Wealth Management	27201 Puerta Real Suite 300 #23, Mission Viejo, CA 92691	94922xxxx2
Wells Fargo Advisors	14211 Jeffrey Rd, Irvine, CA 92620	94955xxxx3
Money Matters With Ken Moraif	4695 Macarthur Ct, Newport Beach, CA 92660	94939xxxx0	aar@m*********.net
THK Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx8	acc********@m**********.com
Pimco Funds	1400 Newport Center Dr, Newport Beach, CA 92660	80092xxxx8	aam*********@p**.com
Hotchkis & Wiley Capital Management	1111 Bayside Dr, Corona Del Mar, CA 92625	94964xxxx0	ann***********@h*.com
Luminate Wealth Management and Insurance Services	18575 Jamboree Rd #400, Irvine, CA 92612	94962xxxx7	ang*************@n.com	5	3
Hanna Capital Management	8105 Irvine Center Dr Ste 1170, Irvine, CA 92618	94927xxxx0
Global Trends Investments	2010 Main St, Irvine, CA 92614	94979xxxx0	anh@c*********************.com
Innovative Capital Management	19762 Macarthur Blvd Ste 200, Irvine, CA 92612	94972xxxx3	ryl***********@c***********.com
Carruthers Brian & Associates	301 Forest Ave, Laguna Beach, CA 92651	94946xxxx0	bri@g*******.com
Securities America	2350 Main St, Irvine, CA 92614	71468xxxx8
Lifestyle Financial Services	200 Sandpointe Ave Ste 160 Santa Ana, CA 92707	80083xxxx0	adm@l***********************.com			5	2
Cochran Investment Company	2512 Chambers Rd, Tustin, CA 92780	71473xxxx0	kel******@c**************.com
TBP Investments	29361 Wood Canyon Rd, Silverado, CA 92676	94958xxxx0
Omega One Company	4695 Macarthur Ct, Newport Beach, CA 92660	94979xxxx8	cal@o******.net							1715		1700
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
Brighton Investments	980 Roosevelt, Irvine, CA 92620	94938xxxx5
Angelica Corp	32 Los Cabos, Dana Point, CA 92629	31266xxxx5	acc**************@a*****.com
Morgan Stanley	18191 Von Karman Ave Ste 420, Irvine, CA 92612	94966xxxx3	ale*****@a***************.com
Socal Securities	24351 Pasto Rd, Dana Point, CA 92629	94948xxxx0	inf@r********.com
Harmon Street Advisors Inc	15707 Rockfield Blvd #135, Irvine, CA 92618	94938xxxx0		5	2
BPM Investments	1 Polaris Way, Aliso Viejo, CA 92656	94971xxxx7
Edward Jones - Financial Advisor: Jo Cinnamon	62 Orchard, Irvine, CA 92618	97180xxxx7
LH Property Services	Serving theMission Viejo 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
Advanced Planning Financial & Estate Services	25411 Cabot Rd Ste 209 Laguna Hills, CA 92653	94947xxxx0				5	4
Gilford Securities INC	2020 Main St Ste 650, Irvine, CA 92614	94972xxxx0
Stephenson & Co	16411 Scientific, Irvine, CA 92618	94972xxxx5	bra@s*****************.com
Xel Advisors	337 N Vineyard Ave Ste 230 Ontario, CA 91764	71482xxxx1	car**@x********.com			4.9	53
Pathway Capital Management	18575 Jamboree Rd, Irvine, CA 92612	94962xxxx0	ada*********@p***********.com
Liling Lee - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx6	abc*@u.com
Glenn B Hetzel & Associates, CPAs	25909 Pala Ste 320 Mission Viejo, CA 92691	94985xxxx9	all@h******.com			3.7	15
Joe, Dick S	1901 Main St, Irvine, CA 92614	94995xxxx7	acc********@m**********.com
Sterling Financial Advisors	25950 Acero, Mission Viejo, CA 92691	94985xxxx0	d.o*****@s*******.com
Kairos Investment Management Co	30242 Esperanza, Rancho Santa Margarita, CA 92688	94970xxxx8	ala@r*******.com
Cygni Capital Partners	245 Fischer Ave, Costa Mesa, CA 92626	71454xxxx3
10 Acre Investments	4490 Von Karman Ave, Newport Beach, CA 92660	94937xxxx0
Salam, Azita	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx8	acc********@m**********.com
Daniel Pichardo CFP, CRPC - Bridge Financial Management	4343 Von Karman Ave Ste 250L Newport Beach, CA 92660	94922xxxx2	dpi****@m************.com			5	17	5	21	209		208
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
Galloway, Bruce	1901 Main St, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
The Roya Cole Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx0	acc********@m**********.com
Thrivent Financial Robert C Hintz CFP ChFC	22934 El Toro Rd, Lake Forest, CA 92630	94977xxxx0	a.v@t*******.com							411527		401000
Jennett Investment Co	2222 Martin Ste 250, Irvine, CA 92612	94983xxxx6
Ultra Investments Inc.	34751 Doheny Pl, Capistrano Beach, CA 92624	94944xxxx1
K M Trading	4570 Campus Dr, Newport Beach, CA 92660	94975xxxx4
Bankers Investment Group Inc	23272 Mill Creek Dr, Laguna Hills, CA 92653	94969xxxx9	aki***@b******************.com
Energy and Environmental Investments	1901 Carnegie Ave Ste 1B, Santa Ana, CA 92705	71482xxxx6	ami@c******************.net
American Discovery Energy Inc	27068 La Paz Rd, Aliso Viejo, CA 92656	94960xxxx1	inf*******@u*****.com	4.2	50			5	7	527	11	529
Chuck Berman Financial Advisor	100 Spectrum Center Dr Ste 330 Westpac Wealth Partners Irvine, CA 92618	91458xxxx3	aar********@t***.com			5	1			54305	37	104000
Skelly, Tim	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4	acc********@m**********.com
Olde Discount	23764 Mercury Rd, Lake Forest, CA 92630	94947xxxx0	san*****@y**.com	4.4	172			4.6	93	587	893	598
Levin, Ed	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx5	abc*****@u.com
Rgt Capital Management LTD	1 Park Plz Ste 950, Irvine, CA 92614	94995xxxx5	abl******@r***.com
Trotter George E Jr Trust Es	2032 La Colina Dr, Santa Ana, CA 92705	71454xxxx9
Steven D Curtis - Financial Advisor, Ameriprise Financial Services	26060 Acero Ste 109, Mission Viejo, CA 92691	94995xxxx2	dns***@a*.com
Tsai, Meng	1901 Main St, Irvine, CA 92614	94995xxxx5	acc********@m**********.com
Primior Asset Management	750 N Diamond Bar Blvd, Ste 188 Diamond Bar, CA 91765	86646xxxx6	adv***@p****.com	4	21	4.9	31			983		1000
Martin Investment Properties	23456 Madero Suite 250, Mission Viejo, CA 92691	94970xxxx0	aly*@m****.com	2.6	8					293	14	293
Summit Healthcare REIT, Inc	23382 Mill Creek Dr, Laguna Hills, CA 92653	94953xxxx2	bni******@s*****************.com
Art Felix - Financial Advisor, Ameriprise Financial Services	26141 Marguerite Pkwy Ste A, Mission Viejo, CA 92692	94938xxxx4	art*******@a*.com
Umpqua Bank	20 Pacifica, Irvine, CA 92618	94934xxxx9	aar*******@u*******.com							50686	639	49000
Are You Serious About Making Money?	Lake Forest, CA 92630	94971xxxx1
Allstate Insurance: Ronald Gatti	17731 Irvine Blvd Ste 110 Tustin, CA 92780	71457xxxx1	a**00@a*****.com			5	4
MetLife	2601 Main St, Irvine, CA 92614	94985xxxx3	a@m******.com							695720	4076
Financial Advisors Network, Inc	1432 Edinger Ave Ste 200 Tustin, CA 92780	71459xxxx0	bri@f***.com			5	2			146	6	173
LPL Financial	6 Versailles, Irvine, CA 92602	94947xxxx9	aar******@l.com
Riverdale Condominiums Hemet	1301 Dove St Ste 1080, Newport Beach, CA 92660	94985xxxx0
Castaneda Investments Inc	18 Knotty Oak Cir, Trabuco Canyon, CA 92679	94934xxxx6
Josh Hanlin - Financial Advisor, Ameriprise Financial Services	26141 Marguerite Pkwy Ste A, Mission Viejo, CA 92692	94938xxxx5	dns***@a*.com
Koukos, Constantine	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx0	acc********@m**********.com
Tim Woodall	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx5	add******@f**********.com
Envision Investment Advisors Inc	260 Newport Center Dr, Newport Beach, CA 92660	85586xxxx6
Thompson, Taylor	20 Pacifica, Irvine, CA 92618	94945xxxx2	abc*****@u.com
Jennet investments	17752 Sky Park Cir, Irvine, CA 92614	94993xxxx1
Duckworth & Mehner	3189 Pullman St, Costa Mesa, CA 92626	71443xxxx0
Mazzotta, David P	1901 Main St, Irvine, CA 92614	94980xxxx9	acc********@m**********.com
LPL Financial	10 Villeneuve, Newport Coast, CA 92657	94922xxxx1	aar******@l.com
Vieth Co	450 Newport Center Dr, Newport Beach, CA 92660	94947xxxx8
Edward Jones	999 Corporate Dr Ste 205, Ladera Ranch, CA 92694	94934xxxx3	a.j*******@e********.com							86331		97000
Barbara Stowell - IWM Partners	3 Park Plz Ste 1490 Irvine, CA 92614	71496xxxx0	ahe*****@i********.com		5	5	2
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
Second Chance Financial	123 E Arrow Hwy, San Dimas, CA 91773	80022xxxx3	nn@s***********************.com	4.3	47	4.8	175
Sessions, Shawn	1901 Main St, Irvine, CA 92614	94995xxxx4	acc********@m**********.com
Landcap Investment Partners	27132 Paseo Espada, San Juan Capistrano, CA 92675	94934xxxx4	dba**@l******.com
flexPATH Strategies	120 Vantis Dr Ste 400, Aliso Viejo, CA 92656	94946xxxx3	ale****@f***************.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
Spectrum Wealth Management	9911 Irvine Center Dr Ste 100 Irvine, CA 92618	94959xxxx1	ben@s**********.com
Chad W Schiel, Financial Advisor	30448 Rancho Viejo Rd #180, San Juan Capistrano, CA 92675	94938xxxx5	csc**@i**.com	5.01
Pier W Capital Inc	1001 Avenida Pico Ste 261, San Clemente, CA 92673	94967xxxx6
Douglas Investments Co	Po Box 6359, Irvine, CA 92616	94955xxxx1
Integrity First Investment Group	33171 Paseo Cerveza, San Juan Capistrano, CA 92675	94944xxxx0
Orange County Bookkeepers	Laguna Niguel, CA 92677	94988xxxx7	inf@o******.com
Thomas Seaman Company	3 Park Plz Ste 550, Irvine, CA 92614	94922xxxx1	ali*@t*********.com										5	1
Brookstreet Securities Corporation	2361 Campus Dr Ste 210, Irvine, CA 92612	94949xxxx0	pw-******************************@p************.org
Jacqueline S Zweig	4299 MacArthur Blvd Ste 211 Newport Beach, CA 92660	94955xxxx0	inf@d************.org		10	4.8	36
Newcap Partners Inc	2082 Michelson Dr, Irvine, CA 92612	94966xxxx9	bua@n***.com
Primestate Insurance Agency	23152 Verdugo Dr, Laguna Hills, CA 92653	94970xxxx7	con*****@r***.com
Spectrum Asset Mangemet, Inc.	1301 Dove St Ste 970, Newport Beach, CA 92660	94971xxxx0	ach*@m*******.com							166767	126	187000	1	1
Kd Investments	27902 Torroba, Mission Viejo, CA 92692	94945xxxx8
Newport Legacy Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94946xxxx9	acc*************@u.com
Wells Fargo Advisors	30622 Santa Margarita Pkwy, Rancho Santa Margarita, CA 92688	94976xxxx0
Compass Diversified Holdings	275 Mccormick Ave, Costa Mesa, CA 92626	94933xxxx3	cod**************************@c**********.com
Philip Song & Associates	Rancho Santa Margarita, CA 92688	94950xxxx1											5	5
Breaux Properties	23331 Gondor Dr, Lake Forest, CA 92630	94958xxxx8
Vasiljevic, Luka	1901 Main St, Irvine, CA 92614	94980xxxx8	acc********@m**********.com
Edward Jones - Financial Advisor: Mark Denali, CEPA®	27042 Towne Centre Dr Ste 205, Foothill Ranch, CA 92610	94959xxxx7	a.j*******@e********.com
Blackford Capital	9245 Research Dr, Irvine, CA 92618	94987xxxx7	dea@b*************.com
Pacifica Capital & Brokerage	34145 Pacific Coast Hwy, Dana Point, CA 92629	94942xxxx1
NCE Inc	5200 Irvine Blvd, Irvine, CA 92620	94938xxxx2	acl*@a*.org
Stoneridge Capital Partners	4350 Von Karman Ave, Newport Beach, CA 92660	94947xxxx0	ken******@s*********.com
Eagle Talon	12242 Skyline Dr, Santa Ana, CA 92705	56275xxxx8
Quantum Leap Investments	3 Park Plz, Irvine, CA 92614	94983xxxx2
Pacific Securities	2030 Main St Ste 1030, Irvine, CA 92614	94926xxxx9
Compak Asset Management	1801 Dove St, Newport Beach, CA 92660	94967xxxx0	bra@c****.com	3.7	3					35	2
SunAmerica	6 Venture, Irvine, CA 92618	94945xxxx5
Lortie Warren Associates Inc	1001 Dove St Ste 220, Newport Beach, CA 92660	94967xxxx7	ash*@j**********.com
Pacific Mortgage Group, Inc	110 Newport Center Dr Ste 200, Newport Beach, CA 92660	94971xxxx5
Raymond James Financial Services	4675 Macarthur Ct, Newport Beach, CA 92660	71496xxxx0	aar**********@r*********.com	5	6					17482		18000
Coast Capital	3400 Irvine Ave Ste 205, Newport Beach, CA 92660	94922xxxx2
Morgan Stanley Wealth Management	408 Merrywood Dr, Newport Beach, CA 92660	94971xxxx0	aal*****@m**********.com
Costanzo Investments	17 Corporate Plaza Dr, Newport Beach, CA 92660	94956xxxx0	cco****@c********.com
Jerry L Clements - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com
Comprehensive Financial Services	18101 Von Karman Ave, Irvine, CA 92612	94955xxxx1
Darbrook Partners	1200 Newport Center Dr, Newport Beach, CA 92660	94971xxxx3
Matthew Sassani - Ameriprise Financial Advisor	9870 Research Dr Irvine, CA 92618	94978xxxx8	mat**@i*****.com	5	9							106
Crossroads Planning	765 City Dr S Ste 390 Orange, CA 92868	71479xxxx2	joh*****@c****************.com			4.9	123			270	68
TideRock Financial	9900 Research Dr Irvine, CA 92618	94921xxxx2	inf@t***************.com									13
Scottrade	1280 Bison Ave Ste B2, Newport Beach, CA 92660	94964xxxx9	dns***@s***.com
The Clark Group Asset Management	24941 Dana Point Harbor Dr, Dana Point, CA 92629	81846xxxx3	bra**@c*********.com							127		130
Kincselfinvest.com Kothari	2082 Michelson Dr, Irvine, CA 92612	56240xxxx0
Qtative	100 Spectrum Center Dr, Irvine, CA 92618	94929xxxx0	ehi***@q****.com
Edward Jones - Financial Advisor: Craig A Eshenko	31991 Dove Canyon Dr Ste D Trabuco Canyon, CA 92679	94985xxxx4	a.j*******@e********.com			5	1			87631		100000
Paynter, Cara	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx7	acc********@m**********.com
Financial Strategies-Wealth Management Group	6 Hutton Centre Dr, Santa Ana, CA 92707	71436xxxx4	bla****@f**.com
Parse Financial	16520 Bake Pkwy Ste 105, Irvine, CA 92618	94987xxxx5
Optima Asset Management Services Inc	1600 Dove St Ste 480, Newport Beach, CA 92660	94985xxxx0	nn@o**********.com
Marcia Riner	999 Corporate Dr Ste 205 Edward Jones Ladera Ranch, CA 92694	94934xxxx3	abc**@e********.com							87631		100000
Leo Group	610 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4
Pacific Premier Bank	17901 Von Karman Ave Ste 1200, Irvine, CA 92614	94947xxxx5	aag*****@p*.com
Oppenheimer	620 Newport Center Dr Ste 1000, Newport Beach, CA 92660	94921xxxx0	ala*********@o*.com							610	164
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
Knight Asset Management	27401 Los Altos #300, Mission Viejo, CA 92691	94958xxxx0	ckn**@i*******.com	1	1
PlushStone Advisory Tax & Accountancy	29829 Santa Margarita Pkwy Ste 100 Rancho Santa Margarita, CA 92688	94945xxxx3	inf@p***********.com			5	3
Curtis, Steven D, AGT	28202 Cabot Rd, Laguna Niguel, CA 92677	94995xxxx2	ame****************@a*.com							132834
Edward Jones - Financial Advisor: Omar Houssainy	23046 Avenida De La Carlota Ste 600 Laguna Hills, CA 92653	94936xxxx4	a.j*******@e********.com							87631		100000
Zion Investments Funds	17620 Fitch, Irvine, CA 92614	94939xxxx7
Edward Jones - Financial Advisor: Brian P Walsh	31351 Rancho Viejo Rd Ste 206, San Juan Capistrano, CA 92675	94944xxxx2	a.j*******@e********.com	4	2					85136
Britt Private Capital	24 Corporate Plaza Dr, Newport Beach, CA 92660	94986xxxx9	inf@b*****************.com
Large Investment Group	15991 Red Hill Ave, Tustin, CA 92780	71425xxxx4
Optium Capital	620 Newport Center Dr, Newport Beach, CA 92660	94922xxxx5	ape@o**********.com
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
US Allied Financial	23361 Madero #220, Mission Viejo, CA 92691	80029xxxx2		5	2
NA Wealth & Legacy	4101 Birch St Ste 130 Newport Beach, CA 92660	95126xxxx6	nay*@n************.com			5	6
K Dg Investments	1 Post, Irvine, CA 92618	94945xxxx0
Ameriprise Financial Advisors - Torres & Associates	2600 Michelson Dr Ste 1460 Irvine, CA 92612	94925xxxx0				4	2
Full Circle Home Loans	99 E C St Ste 206 Upland, CA 91786	90998xxxx8	inf@f*****************.com			5	154
James Buri-Morgan Stanley	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx7	acc********@m**********.com
Bentley Co	13658 Red Hill Ave, Tustin, CA 92780	71431xxxx6	aar*******@b**********.com
Todd Halbrook	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx2	add******@f**********.com
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
Partners Investments	13 Corporate Plaza Dr Ste 210, Newport Beach, CA 92660	94975xxxx1
Dolphin Securities	1001 Dove St, Newport Beach, CA 92660	94995xxxx0	ama***@d************.com
Dorian Investments	250 Newport Center Dr, Newport Beach, CA 92660	94975xxxx7
Financial Advisors U.S. Bancorp Investments	25972 Muirlands Blvd, Mission Viejo, CA 92691	94970xxxx9	aar**********@u***.com							345471	5393	348000
Purus Wealth Management	4675 Macarthur Ct, Newport Beach, CA 92660	94935xxxx0	inf@p*****.com							122	16	125
Castle Real Estate Group & Financial	25950 Acero Suite 100, Mission Viejo, CA 92691	94932xxxx6	inf@m***********.com	5	4			4.6	153	69125	796	68000
Edward Jones - Financial Advisor: Rick Riegle, CFP®	30131 Town Center Dr Ste 145, Laguna Niguel, CA 92677	94924xxxx8	a.j*******@e********.com									116
Mission Accounting Services	Mission Viejo, CA 92691	71429xxxx9
Aria Khalili Pariax	500 Newport Center Dr, Newport Beach, CA 92660	31027xxxx6
Nj Investment	14321 Franklin Ave, Tustin, CA 92780	71450xxxx2
Premier Brokerage	2081 Business Center Dr, Irvine, CA 92612	94926xxxx4	adr*@p******.com
Liang & Quinley Wealth Management	7700 Irvine Center Dr #270, Irvine, CA 92618	94974xxxx8	chr********@l.com	5	2
D.A. Davidson	660 Newport Center Dr, Newport Beach, CA 92660	94964xxxx0	a.a@d*********.com							894		1200
Milestone Advisor	450 Newport Center Dr, Newport Beach, CA 92660	94933xxxx5
Legacy Wealth Management	1432 Edinger Ave Ste 200 Tustin, CA 92780	71423xxxx0
Portfolio Rx	2082 Michelson Dr, Irvine, CA 92612	94944xxxx7	dea@b***********.com									32
Donglen Corporation	245 Fischer Ave Ste A1, Costa Mesa, CA 92626	71495xxxx5
Carter Financial Management	6 Venture Ste 120 Irvine, CA 92618	94945xxxx0
Simpson Capital Management	30872 Calle Barbosa, Laguna Niguel, CA 92677	94949xxxx2	dav@s***********.com									16
Jerris Wealth Management Group, Inc.	5 Corporate Park Ste 270, Irvine, CA 92606	94986xxxx7
Emerald Wealth Management, Inc.	5000 Birch Street, Suite 3000, Newport Beach, CA 92660	80022xxxx7	jan***@e**************.com	5	2
Centerpoint Financial Management	7700 Irvine Center Dr Ste 800 Irvine, CA 92618	94975xxxx5	hel@c***********.com			5	2
Thomas Jeffrey	2831 Watson, Tustin, CA 92782	71454xxxx2	cli********@h*********.com
Flagstar Bank	26020 Acero, Mission Viejo, CA 92691	94934xxxx4	aar******@f*****.com
Mamey Investmen Corporation	4 Corporate Plaza Dr, Newport Beach, CA 92660	94970xxxx6	inf@m***.net
The Life and Legacy Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx5
Karna Capital Investments	5405 Alton Pkwy, Irvine, CA 92604	94977xxxx6
Acacia Insurance	4667 MacArthur Blvd Ste 260 Newport Beach, CA 92660	94967xxxx0				3	2
Crystal Cove Advisors Inc	1101 Dove St, Newport Beach, CA 92660	94938xxxx0
Salter, Alex	Aliso Viejo, CA 92656	94942xxxx2
N-PRO INVESTMENT	8903 Research Dr, Irvine, CA 92618	94926xxxx4
Thomas Seaman Co	1 Park Plz, Irvine, CA 92614	94922xxxx1	ali*@t*********.com
Northwestern Mutual	610 Newport Center Dr, Newport Beach, CA 92660	94975xxxx5	aar********@n*.com							106942	16137	107000
U.S. Bank – Wealth Management Banker: Michael Robertson	22831 Lake Forest Dr, Lake Forest, CA 92630	94947xxxx5	aar**********@u***.com	5.018
Brezden Wealth Advisors	18400 Von Karman Ave STE 400, Irvine, CA 92612	94947xxxx7	inf@b*******************.com	5	1
Opes Investments, Inc	1442 Irvine Blvd, Tustin, CA 92780	94964xxxx3
Morgan, Mark D	20 Pacifica, Irvine, CA 92618	94945xxxx8	abc*****@u.com
CJK Dells	4100 Macarthur Blvd, Newport Beach, CA 92660	94922xxxx0	dkr@c***********.com
Jeffrey Gothard Wade Inc	24795 Via Lagunaria, Laguna Niguel, CA 92677	94964xxxx0
Aspen Ventures	1198 Jefferson Way, Laguna Beach, CA 92651	94949xxxx7
Envision Financial	18101 Von Karman Ave Ste 1420, Irvine, CA 92612	71424xxxx0	aam*******@e*.com
Charles Schwab	27201 Puerta Real Ste 100 Mission Viejo, CA 92691	94934xxxx0	ian*********@s***.com			2.7	11
Wells Fargo Advisors	28211 Crown Valley Pkwy, Laguna Niguel, CA 92677	94936xxxx7
TSG Wealth Management	18800 Von Karman Ste B Irvine, CA 92612	94950xxxx0	a.s******@t**.com
Edward Jones	22362 Gilberto, Rancho Santa Margarita, CA 92688	94970xxxx9	a.j*******@e********.com							87631		100000
Schwimmer, Steven	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx4	acc********@m**********.com
NoCobra.com Dental And Health Insurance Services	27 Lazurite Ste 100 Rancho Santa Margarita, CA 92688	94971xxxx2	fee***@n****.com			5	1
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
Scottrade - Online Trading & Stock	17935 Macarthur Blvd, Irvine, CA 92614	94975xxxx5	dns***@s***.com
WNC & Associates, Inc	17782 Sky Park Cir, Irvine, CA 92614	71466xxxx5	aad***@w***.com
Fell Capital Management Inc	1001 Dove St, Newport Beach, CA 92660	94947xxxx6	cap****@a*********.com									136
Rach, George C	1901 Main St, Irvine, CA 92614	94995xxxx7	acc********@m**********.com
Meridian Wealth Management	25283 Cabot Rd Laguna Hills, CA 92653	94991xxxx8
Clarity Wealth Management	16440 Bake Pkwy #100, Irvine, CA 92618	94957xxxx3	ant*************@c**********.net	5	2					146		171
Pacific Sun Financial Corporation	95 Argonaut # 105, Aliso Viejo, CA 92656	94971xxxx6	jud@p*************.com	3	2
Mike Borgman	Irvine, CA 92612					1	1
Anchor Wealth Management, LLC	9891 Irvine Center Dr # 170, Irvine, CA 92618	94998xxxx2	hos*****@1**.com
Prudent Investors	999 Corporate Dr Ste 255 Ladera Ranch, CA 92694	80045xxxx8	ame*@p***********.com			5	1
Murdoch & Morris	114 Pacifica Ste 320, Irvine, CA 92618	94950xxxx0
Sha Anaheim Investment	43 Climbing Vine, Irvine, CA 92603	94985xxxx2
D.A. Davidson	3333 Michelson Dr Ste 900, Irvine, CA 92612	71432xxxx0	a.a@d*********.com
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
Crowdventure	5 Upper Newport Plz, Newport Beach, CA 92660	71436xxxx2
Edward Jones - Financial Advisor: James B Johnson	27001 Moulton Pkwy, Ste 203 Laguna Hills, CA 92656	94936xxxx4	a.j*******@e********.com							87631		100000
C M Group	16 Via Helena, Rancho Santa Margarita, CA 92688	94945xxxx1	gar@c****.tv									2
Flagstar Bank	100 Bayview Cir, Newport Beach, CA 92660	94993xxxx9	a.d****@f*****.com
Pacific Financial Planner	27001 Moulton Pkwy Ste A200, Aliso Viejo, CA 92656	94921xxxx2	inf@p*******.com							249	6	248
Nelson Wealth Management	120 Vantis Ste 300 Aliso Viejo, CA 92656	94971xxxx5
Chen, Chia-Hsin	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx3	ale********@m.com
M360 Advisors	999 Corporate Dr, Rancho Mission Viejo, CA 92694	87757xxxx6	daw*****@m*********.com
Dave Financial	49 Downing St Ladera Ranch, CA 92694	94921xxxx5	dav@d***********.com			5	14			371	192	390
Newport Place Investment Company	1401 Quail St, Newport Beach, CA 92660	94985xxxx5	cjl*********@g**.com									30
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
LOCPA & Consulting	Lake Forest, CA 92630	94923xxxx4	ipa**********@e******.com							38816		38000
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
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
Schmitt, Michael	4695 Macarthur Ct, Newport Beach, CA 92660	63025xxxx3	bri*********@a*.com
Fransmart Inc	3300 Irvine Ave Ste 255, Newport Beach, CA 92660	94922xxxx0	abi**@f******.com
VVL CPA	27762 Antonio Pkwy Ste L1-441, Ladera Ranch, CA 92694	71445xxxx0
Terrada Investment Corp	2151 Michelson Dr, Irvine, CA 92612	94975xxxx0
Rel Investment Co	79 Bradbury, Newport Beach, CA 92660	94939xxxx0
Kothari, Abhay	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4	acc********@m**********.com
Managed Asset Protection Inc	20301 SW Acacia St Ste 250, Newport Beach, CA 92660	94926xxxx0	dgi*****@m*********.com
Triton Pacific Capital Partner	31473 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94954xxxx0	ali**@p*************.com
WealthWise Financial Services	9070 Irvine Center Dr Ste 230 Irvine, CA 92618	94974xxxx7	car**@w****************.com	5	2	5	1					339
David Olivieri	23201 Mill Creek Dr Laguna Hills, CA 92653	94958xxxx9
Drew J. McFarland	3991 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94925xxxx3
Keith Conley - Certified Financial Planner	Tustin, CA 92780	94943xxxx7				5	2
Barney Smith	28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677	94936xxxx5
Strnad, George J	1901 Main St, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
Global Financial Data	29122 Rancho Viejo Rd # 215, San Juan Capistrano, CA 92675	87732xxxx9	blo*@g****************.com	4	8
Edward Jones - Financial Advisor: Jacqueline Shohdy	22342 Avenida Empresa Ste 240, Rancho Santa Margarita, CA 92688	94985xxxx6	acc********@e********.com							5		25
Robert A Owens, CPA	27792 El Lazo Laguna Niguel, CA 92677	94985xxxx0	pri**@w.com	5	11	3	2
Butnik Investments	34190 Camino Capistrano, Capistrano Beach, CA 92624	94949xxxx0	aba*@l********.com	4.7	133					213994	3661	214000
Raymond James	1 Park Plz Ste 600, Irvine, CA 92614	94922xxxx2	aar**********@r*********.com
Haskins Investments	1 Park Plz, Irvine, CA 92614	94983xxxx5
Keller Coad & Collins Investment Counsel Inc	18300 Von Karman Ave Ste 600, Irvine, CA 92612	94947xxxx0
Morgan Stanley Wealth Management	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0	aal*****@m**********.com							113321	3094	131000
Okapi Venture Capital	555 Corporate Dr, Rancho Mission Viejo, CA 92694	94971xxxx5	ave**@o****.com
United Capital Group	23022 La Cadena Dr, Laguna Hills, CA 92653	94942xxxx1
Brady Runyon - Edward Jones	23601 Moulton Pkwy Ste - D Laguna Hills, CA 92653	94946xxxx4	a.j*******@e********.com									4
Pacific Investment Management Company	650 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam*********@p**.com
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
SLD Solutions	Irvine, CA 92618	88837xxxx1	dwo***@s*********.com
Tulip Investment	9 Searidge, Laguna Niguel, CA 92677	94921xxxx9
Belpointe Asset Management	1451 Quail St, Newport Beach, CA 92660	20362xxxx0	ale*******@b******.com
Wells Fargo Advisors	26622 Towne Centre Dr, Lake Forest, CA 92610	94920xxxx2
Jba Property Investments	4060 Campus Dr, Newport Beach, CA 92660	94978xxxx0
Wealth Management Group	3 Park Plz, Irvine, CA 92614	94975xxxx7	adm@b**************.com							558	6	652
Edward Jones - Financial Advisor: A Michael Ciuffetelli	4250 Barranca Pkwy Ste C, Irvine, CA 92604	94973xxxx2	a.j*******@e********.com		40					8		8
Eagle Capital	22792 Centre Dr, Lake Forest, CA 92630	94970xxxx8
American Express Financial Advisors	2 Park Plz, Irvine, CA 92614	94966xxxx8	din*******@a*.com							472	9	472
Bank of America Financial Center	22491 El Toro Rd Lake Forest, CA 92630	94995xxxx5	ban********@e**.bankofamerica			1.7	86
On San Clemente	120 S El Camino Real, San Clemente, CA 92672	94936xxxx3	aba***@s*.com
Signature Resources Insurance & Financial Services	2601 Main St Ste 700, Irvine, CA 92614	94979xxxx0
Airway Lending	3151 Airway Ave, Costa Mesa, CA 92626	71454xxxx0
Draper Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94981xxxx0	ant**********@w***************.com
The Bi-Coastal Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	20125xxxx5	acc********@m**********.com
Alta Pacific Wealth Management	27201 Puerta Real Ste 235 Mission Viejo, CA 92691	94920xxxx8
Mutual Securities	30012 Ivy Glenn Dr Ste 145, Laguna Niguel, CA 92677	94921xxxx0
Sage Point Financial	23172 Plaza Pointe Dr Ste 110, Laguna Hills, CA 92653	94958xxxx8	dom**@a*********.com							2988	27	3500
Optimize Financial	23212 Mill Creek Dr Laguna Hills, CA 92653	94947xxxx0	c18***************************@s***.wixpress		8	5	1			46	2	75
Jeff Huang, CPA	930 Roosevelt Ave Ste 205 Irvine, CA 92620	62659xxxx8	hel@c**************.com			4.9	31
GW Financial, Inc.	151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626	85564xxxx9	con**@p*******.com
Tara Kimmins-Private Client Advisor	4400 Macarthur Blvd, Newport Beach, CA 92660	94921xxxx6	aab**@b**********.com
Fisher Capital	2600 E Coast Hwy, Corona Del Mar, CA 92625	94971xxxx4
LPL Financial	1432 Edinger Ave, Tustin, CA 92780	71450xxxx7	ann@a********.com
Mount Olympus Mortgage Company	2600 Michelson Dr Ste 600, Irvine, CA 92612	94945xxxx0	and**********@m**.com
Del Rey Wealth Management	420 Exchange Ste 270, Irvine, CA 92602	80523xxxx5
Edward Jones - Financial Advisor: Travis C. Macaluso	25909 Pala Ste 240 Mission Viejo, CA 92691	94945xxxx2	a.j*******@e********.com							87631		100000
Wood Investments	580 Broadway St Ste 117, Laguna Beach, CA 92651	94949xxxx0
Ipacific Capital Inc	19762 Macarthur Blvd, Irvine, CA 92612	94986xxxx4	ama*******@i************.com
Stewardship-Investments-Fnnc	25 Santa Clara St, Aliso Viejo, CA 92656	94924xxxx9
Bank of America Financial Center	26831 Aliso Creek Rd Aliso Viejo, CA 92656	94934xxxx5	all*********@b*.com	2.1	45	2.2	74
Starcare	130 Newport Center Dr Ste 136, Newport Beach, CA 92660	94970xxxx0	bra**@s*****.net
Ladera Lending	555 Corporate Dr Ste 215 Ladera Ranch, CA 92694	80059xxxx6	aco*****@l**********.com			4	205	4.7	73	781	75	791
Michael Schanna	3991 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx3	acc**********@f**********.com
Masler & Associates	16485 Laguna Canyon Rd Ste 230 Irvine, CA 92618	94985xxxx4	inf@m*******.com			4.8	32			613	32
Rodriquez Wealth Management	4340 Von Karman Ave, Newport Beach, CA 92660	94968xxxx0	cat@r********.com
EP Wealth Advisors	18301 Von Karman Ave #1050, Irvine, CA 92612	94926xxxx0	ab@e*******.com	5	1					1162	28	1200
Portnoff Financial	27201 Puerta Real Ste 300 Mission Viejo, CA 92691	94922xxxx2	jer*@p**************.com
World Premier Investments	18300 Von Karman Ave, Irvine, CA 92612	71466xxxx0	jcu**@w**********.com
No Ka Oe Investments	30901 Greens East Dr, Laguna Niguel, CA 92677	94924xxxx6
Atlantic Pacific Financial	4665 Macarthur Ct, Newport Beach, CA 92660	94975xxxx3
Prescott Tax & Wealth Management	30950 Rancho Viejo Rd Ste 100 San Juan Capistrano, CA 92675	94924xxxx5	ari**@p********.com			4.8	18
Edward Jones - Financial Advisor: Steven K Buck	111 Corporate Dr Ste 250, Ladera Ranch, CA 92694	94939xxxx0	a.j*******@e********.com							87631		100000
Flores Kathy Wealth Management	31877 Del Obispo St San Juan Capistrano, CA 92675	94927xxxx8
Pacific Coast CPAs	27201 Puerta Real Suite 300, Mission Viejo, CA 92691	94991xxxx0	joh*****@p*************.com	5	13
Al Frank Asset Management Inc	20 Enterprise, Aliso Viejo, CA 92656	94960xxxx0	nmi**@a********.com
Gelber, Joshua	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx7	acc********@m**********.com
Bland, Garrett Q	800 Newport Center Dr, Newport Beach, CA 92660	31078xxxx0	acc********@m**********.com
Farmers Insurance - Ellen Williams	25283 Cabot Rd Ste 208 Laguna Hills, CA 92653	94934xxxx7	aho***@f*********.com			4.6	9				10	19
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
Superior Investment Co	1041 Calle Trepadora, San Clemente, CA 92673	94994xxxx7
Strategic Wealth Management	15615 Alton Pkwy Irvine, CA 92618	94938xxxx3
AMC Investments	5120 Birch St, Newport Beach, CA 92660	81836xxxx0	aco@a************.com
Merrill Lynch Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94995xxxx0	ale********@m.com
Assi Inc	3 San Joaquin Plz Ste 235, Newport Beach, CA 92660	94971xxxx0
Providence Wealth Management Group - Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Karen Yi - Registered Practice Associate, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx1	ang*******@a*.com									298
F F Capicatl Group	18800 Von Karman Ave, Irvine, CA 92612	94975xxxx3
RMN Investments & Realty Service	668 N Coast Hwy, Laguna Beach, CA 92651	94948xxxx0
M. Jay Johnson Wealth Management	34163 CA-1, Dana Point, CA 92629	94921xxxx5	jay******@l.com	5.01
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
David Parker - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	94932xxxx0	ale***********@t*****.com							85		89
Inglenook Investors I	2030 Main St, Irvine, CA 92614	94926xxxx0
Fu, Panfang	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx8	abc*****@u.com
Cetera Advisors	2082 Michelson Dr, Irvine, CA 92612	94983xxxx4	a@c*************.com
Umpqua Bank	4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94962xxxx0	ari************@u*******.com	3.2	5			4	1189	50651	669	49000
Spelman And Company	19200 Von Karman Ave, Irvine, CA 92612	94962xxxx0
Your Financial Genie	120 Vantis Dr Ste 300 Aliso Viejo, CA 92656		you*****************@p*******.is			5	2
Lutwen, Gary	2 Park Plz, Irvine, CA 92614	94966xxxx5	dns***@a*.com
Challenger Wealth Management	6B Liberty Ste 140 Aliso Viejo, CA 92656	94975xxxx4	nan@c*************.com
Source Oil and Gas, Inc.	4630 Campus Dr Ste 1001, Newport Beach, CA 92660	94975xxxx7	bhe**@c*******************.com
JD Financial Insurance Services	1905 E 17th St Ste 220 Santa Ana, CA 92705	71454xxxx1	kel***********@g**.com			5	1
Precision Wealth	9890 Research Dr # 200, Irvine, CA 92618	94920xxxx0	cco****@p************.com	5	1
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	11
Diana Ashbaugh - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	65043xxxx8	ale***********@t*****.com
Wells Fargo Advisors	620 Newport Center Dr Ste 1500, Newport Beach, CA 92660	94964xxxx0	aar**********@w***************.com							188275		189000
Income Investments	4 Gardenia St, Rancho Mission Viejo, CA 92694	94954xxxx0
Mutual of Omaha® Advisors - Irvine	1 Park Plz Ste 720, Irvine, CA 92614	94985xxxx9	ae.*****@m**********.com
Tax Law Offices of David W Klasing	2601 Main St, Irvine, CA 92614	94973xxxx4	dav@t*******.net	4.6	26	4.8	38	4.8	9	200	44	199
Performance Brokerage Service	7545 Irvine Center Dr, Irvine, CA 92618	94946xxxx2	ada@p**************************.com
Crescent Capital Management	33282 Golden Lantern St, Dana Point, CA 92629	94948xxxx8
Lehnertz, David	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx3	acc********@m**********.com
Cerity Partners	20 Pacifica Irvine California, Irvine, CA 92618	21220xxxx0	aad*@c***********.com
Finacorp Securities	2302 Martin, Irvine, CA 92612	94938xxxx3
Ying Wang - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx7	dns***@a*.com
1st Pacific Capital	28832 Curlew Ln, Laguna Niguel, CA 92677	94971xxxx9
Capital CS Group	15375 Barranca Pkwy Ste G - 110 Irvine, CA 92618	94944xxxx5	amy@c*************.com
Latteno Food Corp	6 Hutton Centre Dr, Santa Ana, CA 92707	71438xxxx8
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
J P Morgan	660 Newport Center Dr Ste 750, Newport Beach, CA 92660	94946xxxx0	aar*********@j*****.com
Northern Star Management	3151 Airway Ave Ste M1, Costa Mesa, CA 92626	71454xxxx4	bra*@n************.com
Gems N' Loans	34291 Doheny Park Rd, Capistrano Beach, CA 92624	76042xxxx0
Capital Equity Investments Inc	5 Corporate Park, Irvine, CA 92606	94944xxxx8	goc**********@a.com
Brandt, David, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx2	ame****************@a*.com							132834
Alterman Investments	2205 Lace Leaf Ln, Tustin, CA 92782	71454xxxx0
Trost, Randall J, CFA	1901 Main St, Irvine, CA 92614	94995xxxx9	acc********@m**********.com
Ngoy, Chris	1901 Main St, Irvine, CA 92614	94980xxxx8	acc********@m**********.com
Baker Jensen Investment	30448 Rancho Viejo Rd Ste 105, San Juan Capistrano, CA 92675	94948xxxx5	guy@b**********.com
Oakstone Wealth Management	1500 Quail St, Newport Beach, CA 92660	94938xxxx1	des***********@l.com
Okita, Nikolas	2 Park Plz, Irvine, CA 92614	94966xxxx8	ado******@a*.com									298
Independent Capital Management	1401 Dove Street, Ste 430, Newport Beach, CA 92660	94945xxxx0	a.a@i***********.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
Wiedemann, Stephen, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx9	ame****************@a*.com							132834
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
Savino Tax & Investment Advisory Group	4060 Campus Drive, Suite #220, Newport Beach, CA 92660	94974xxxx0
Chapla-Breault Wealth Management	100 Spectrum Center Dr Ste 1020 Irvine, CA 92618	94953xxxx0
Perigon Wealth Management	1130 Roosevelt, Irvine, CA 92620	94926xxxx3	abe**@p**********.com
Select Portfolio Management	26800 Aliso Viejo Pkwy #150, Aliso Viejo, CA 92656	94997xxxx0	ama***@s************.com	1	1
OWL Wealth Management - Ameriprise Financial Services, LLC	2 Park Plaza Ste 1100, Irvine, CA 92614	94986xxxx0
Ignacio Brache - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	81841xxxx8	ale***********@t*****.com
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
Tarnutzer Co	1601 Dove St, Newport Beach, CA 92660	94995xxxx3	aab*@k*.com							85	69	95
Titan Capital Management	45 Marbella, Dana Point, CA 92629	94948xxxx7
Heritage Financial Services	23792 Rockfield Blvd Ste 230 Lake Forest, CA 92630	94921xxxx0	alm***@g**.com			2.5	2	5	6	357	67	358
Buckingham Asset Management	3 Park Plz, Irvine, CA 92614	94975xxxx7
Van Deventer & Hoch Investment	19200 Von Karman Ave, Irvine, CA 92612	94947xxxx5
Oso Investments	18621 Crystal Cyn, Silverado, CA 92676	71451xxxx8
Wealth Management Associate - U.S. Bancorp Investments: Jason Ong	25972 Muirlands Blvd, Mission Viejo, CA 92691	94936xxxx7	aar**********@u***.com							345252	5475	348000
Tim Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	wms********@r.com							14743		16000
PHI HealthCare Management Inc	2010 Main St, Irvine, CA 92614	94937xxxx8	aar@a****.com
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
First National Capital Corporation	27051 Towne Centre Dr, Foothill Ranch, CA 92610	94970xxxx0	abl*@f*****.com
Transpacific Enterprises Inc	19100 Von Karman Ave, Irvine, CA 92612	94997xxxx0
Advanced Planning Wealth Management		94950xxxx0	adm@t*******.org
Barons Trading Group	25910 Acero Ste 245, Mission Viejo, CA 92691	94948xxxx0	jeu@b*********.com							214		233
Hoover Thomas	4 Upper Newport Plz Ste 103, Newport Beach, CA 92660	94972xxxx0
Westpark Loans	6789 Quail Hill Pkwy Ste 146 Irvine, CA 92603	94954xxxx9	ant**@w**********.com	4.8	52	4.7	24			471	2
Confluence Wealth Management Group - Ameriprise Financial Services	780 Roosevelt Ste 214, Irvine, CA 92620	90939xxxx9	cam********@a*.com							16	2
HR Advisors, Inc.	27285 Las Ramblas #150, Mission Viejo, CA 92691	87734xxxx4	deb***@h*******.com	4.2	5
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
De Vengoechea, Rafael A	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx1	acc********@m**********.com
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
Alpha Cubed Investments	18301 Von Karman Ave, Irvine, CA 92612	80070xxxx7	alp@a******************.com
Bonnett Investments	4 Merrill Hl, Ladera Ranch, CA 92694	94921xxxx7
GAS Investment	3723 Birch St, Newport Beach, CA 92660	94926xxxx7
McCloud Communications	2082 Business Center Dr, Irvine, CA 92612	94955xxxx8	joh*****@m******************.com
Amr Elgamal-Private Client Advisor	4400 Macarthur Blvd, Newport Beach, CA 92660	94941xxxx9	aab**@b**********.com
Theresa Allen - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx8	rbc*******@r.com
Fortune Accounting & Tax Services	Lake Forest, CA 92630	94983xxxx6	ami@f***********.com
Wells Fargo Advisors	6360 Irvine Blvd, Irvine, CA 92620	94955xxxx0
Transworld Business Advisors of Orange County South	23046 Avenida De La Carlota, Laguna Hills, CA 92653	94937xxxx1	aal@t****.com
Jackson, Darnell	1901 Main St, Irvine, CA 92614	94980xxxx9	acc********@m**********.com
Kenneth Rieger-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx5	acm*********@m**********.com
Sebastian, Lynne L	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx0	abc*@u.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
Morgan Stanley	244 W Canada, San Clemente, CA 92672	94949xxxx3
CB Wealth Advisory	23832 Rockfield Blvd, Lake Forest, CA 92630	94985xxxx1
Sheffield & Sutton Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94971xxxx8	abc*@u.com
Financial Portfolio	931 S Coast Hwy, Laguna Beach, CA 92651	94971xxxx9	inf@p****************.com
Concord Investment Council	9259 Research Dr, Irvine, CA 92618	94985xxxx0	inf@m********************.com							52	2	53
Webb Financial Group	26050 Acero Mission Viejo, CA 92691	94932xxxx0	sha**@w*************.com	5	2	4.2	5
Maniaci, Gregory	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx9	acc********@m**********.com
Sentient Financial	24422 Avenida De La Carlota Ste 300 Laguna Hills, CA 92653	94930xxxx6	pat**@m********.com
SRS Capital Partners	12 Strawberry Farm Rd, Irvine, CA 92612	94941xxxx1	bla*@e***.com
Pacific Coast Wealth Management	120 Vantis Dr #300, Aliso Viejo, CA 92656	31087xxxx3	bla@p*************************.com	4.6	11
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
Brundage, Steven M	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx3	dns***@a*.com							136	3	137
Richardson, Robert	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx1	acc********@m**********.com
Pacific Southwest Financial	4590 Macarthur Blvd Ste 345, Newport Beach, CA 92660	94929xxxx1	ada******@c*************.com
Mellotti & Rasmusson	30092 Ivy Glenn Dr Ste 150 Laguna Niguel, CA 92677	94949xxxx2			7	5	4
A G Edwards & Sons Inc	265 Ocean Ave, Laguna Beach, CA 92651	94949xxxx8
American Liberty	19000 Macarthur Blvd, Irvine, CA 92612	94962xxxx8	aar@a************.com							922714		79
Goggin, J Michael, AGT	2020 Main St, Irvine, CA 92614	94966xxxx2	dns***@a*.com
Lustre Advisors	1 Park Plz Ste 600, Irvine, CA 92614	80054xxxx5
South Coast Wealth Management	43 Corporate Park Ste 201, Irvine, CA 92606	94974xxxx1
Balanced Wealth Management	9 Orchard, Lake Forest, CA 92630	94967xxxx7	chu@b**************.com
Henane, Ahmed	6B Liberty, Aliso Viejo, CA 92656	94966xxxx8	dns***@a*.com
Jason Tajima-Market Leader	4400 Macarthur Blvd, Newport Beach, CA 92660	94979xxxx5	aab**@b**********.com
Steven Iacono - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	94941xxxx4	bry******@t*****.com
Cinergy Financial, Inc	15145 Woodlawn Ave, Tustin, CA 92780	71421xxxx4	awi**@c*************.com
Oppenheimer & Co Inc	600 Newport Center Dr, Newport Beach, CA 92660	94921xxxx0	aal**@o********.com
SchoolsFirst Federal Credit Union	5305 Alton Pkwy Ste C Irvine, CA 92604	84467xxxx2	a.c***@s************.org	4.1	51	4.1	96			94850	136	95000
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
Morgan Stanley Wealth Management	19000 Macarthur Blvd, Irvine, CA 92612	94964xxxx2	inf@m********************.com
JJ Meis - Bank of the West Wealth Management Advisor	18022 Culver Dr, Irvine, CA 92612	94930xxxx4	aab**@b**********.com					3	1062	98485	1600	99000
Morgan Stanley Wealth Management	660 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0
Bravender Financial	30900 Rancho Viejo Rd Ste 235, San Juan Capistrano, CA 92675	94948xxxx0
Healthwell Holdings Corp	3151 Airway Ave, Costa Mesa, CA 92626	71454xxxx4
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
Integrity Wealth Management	3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660	94995xxxx8	inq****@i*********.com
Jennett David J	2222 Martin Ste 250, Irvine, CA 92612	94983xxxx6
Krause, Ryan T	32834 Pacific Coast Hwy, Dana Point, CA 92629	94948xxxx0	a.j*******@e********.com
Ramsey Israwi - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	32383xxxx8	ant************@t*****.com
Securities America	23832 Rockfield Blvd Ste 135, Lake Forest, CA 92630	94985xxxx1	aad******@s**************.com
SNR VENTURES INC	14271 Jeffrey Rd, Irvine, CA 92620	94924xxxx1
Geske David T	4685 Macarthur Ct Ste 210, Newport Beach, CA 92660	94975xxxx7
Wells Fargo Advisors	25632 Alicia Pkwy, Laguna Hills, CA 92653	94995xxxx5
WM Investment Company	120 Danbury Ln, Irvine, CA 92618	94926xxxx5
Inouye, Lea, AGT	2 Park Plz, Irvine, CA 92614	94966xxxx8	ame****************@a*.com
Morgan Stanley Wealth Management	6436 Irvine Blvd, Irvine, CA 92620	94945xxxx7	aar*********@m*********************.com
Rad Financial and Insurance Inc	2020 Main St Ste 1200, Irvine, CA 92614	94977xxxx0	abb******@p**********.com
Pimco	650 Newport Center Dr, Newport Beach, CA 92660	94976xxxx3	aam*********@p**.com	4.4	16
Silver Lake Investments	1303 Avocado Ave, Newport Beach, CA 92660	94970xxxx4
Concord Investment Council	2020 Main St Ste 300, Irvine, CA 92614	94985xxxx0
LPL Financial	25151 Arctic Ocean Dr, Lake Forest, CA 92630	31066xxxx0	aar******@l.com
CB Capital Partners Inc	860 Newport Center Dr, Newport Beach, CA 92660	94941xxxx3
Wealth & Business Management LAB	Tustin, CA 92782	56234xxxx0	ang@l******.com
Jeremy Vernon Combe - Private Wealth Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	dan*********@a*.com
The Seamark Legacy Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx7	acc********@m**********.com
Edward Jones - Financial Advisor: Surong Lin	111 Corporate Dr Ste 250, Ladera Ranch, CA 92694	94939xxxx0	a.j*******@e********.com							87384		100000
Richland Investment	4100 Newport Place Dr Ste 800, Newport Beach, CA 92660	94926xxxx0	ann***@r****************.com
Cbre Foothill Ranch	27442 Portola Pkwy, Foothill Ranch, CA 92610	94945xxxx9	aar********@c*.com							556844		562000
Cerity Partners	20 Pacifica Ste 450 Irvine, CA 92618	21220xxxx0	aad*@c***********.com
Southwest Futures Inc	21195 Cancun, San Juan Capistrano, CA 92692	48046xxxx5
Nadavon Capital Partners	3857 Birch St, Newport Beach, CA 92660	94941xxxx4	hel@n****.com
Wolf Thomas J	25909 Pala suite 380, Mission Viejo, CA 92691	94936xxxx3	inf@i*****.com
Big Sky Capital Investments	2323 Main St, Irvine, CA 92614	94927xxxx5
Ambrose Management Co	12440 Woodhall Way, Tustin, CA 92782	71473xxxx4
Sabal Capital 3	4675 Macarthur Ct, Newport Beach, CA 92660	94975xxxx7
Capital Group Companies	6470 Oak Cyn, Irvine, CA 92618	94997xxxx0	afi*****@a**********.com							170465
Emerald Wealth Management	5000 Birch St Ste 3000 Newport Beach, CA 92660	80022xxxx7	jan***@e**************.com	5	2
Tucker Investments	3334 E Coast Hwy, Corona Del Mar, CA 92625	71460xxxx7
Legacy Investment Group	26741 Rancho Pkwy, Lake Forest, CA 92630	94970xxxx1	con**@l******.com									3
Cb Investments	23332 Mill Creek Dr, Laguna Hills, CA 92653	94977xxxx4
Miramar Venture Partners	2101 E Coast Hwy, Corona Del Mar, CA 92625	94976xxxx0	alb*@m******.com
South Coast Investment Advisors	5140 Birch St, Newport Beach, CA 92660	94982xxxx5	ale*****@a***************.com
TD Ameritrade	17909 MacArthur Blvd Irvine, CA 92614	94922xxxx0	aam*********@t*********.com			1.7	17			393044		400000
Podmajersky, Thomas	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx6	abc*****@u.com
Diligent Financial Group	20241 SW Birch St Ste 100, Newport Beach, CA 92660	94946xxxx7
Edward Jones - Financial Advisor: Jonathan Lien	16485 Laguna Canyon Rd Ste 255, Irvine, CA 92618	94975xxxx7	a.j*******@e********.com							87631		100000
Morgan Stanley	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx8	int********@m**********.com
Premier Commercial Brokerage	1420 N Bristol St, Newport Beach, CA 92660	94925xxxx3	jes**@p***********************.com
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
ClearLight Partners	100 Bayview Cir, Newport Beach, CA 92660	94972xxxx0	ajb@c*****************.com
Schneyer Financial Services	24422 Avenida De La Carlota Ste 345 Laguna Hills, CA 92653	94946xxxx0	mis****@a.com			5	1
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
Jk Wealth Management Group	23197 La Cadena Dr Laguna Hills, CA 92653	94930xxxx5
Edward Jones - Financial Advisor: Mark Denali	27042 Towne Centre Dr Lake Forest, CA 92610	94959xxxx7	a.j*******@e********.com			5	1			87631		100000
Pk Partners	14 Corporate Plaza Dr, Newport Beach, CA 92660	94975xxxx6	bzi@p*******.com
Financial Planning Group	23276 S Pointe Dr Ste 102 Laguna Hills, CA 92653	94958xxxx9				3	2
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	a.j*******@e********.com		2					87631		100000
Wealth Planning Group	9841 Irvine Center Dr Ste 130 Irvine, CA 92618	94925xxxx5	mle**@w*********.com
Wayward Lot Investment Co	26595 Morena Dr, Mission Viejo, CA 92691	94958xxxx8
CalComm Capital	9828 Research Dr, Irvine, CA 92618	94952xxxx3
Sierra Investment Group	550 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4
Euro Pacific Capital Inc	20271 SW Acacia St, Newport Beach, CA 92660	71466xxxx0	alb*@e****.com							289		350
Kbh Investment Co	315 Heliotrope Ave, Corona Del Mar, CA 92625	94972xxxx0
The Financial Coaching Group	23046 Avenida De La Carlota Ste 430 Laguna Hills, CA 92653	94960xxxx0	app*******@m**.com			1	1
Apriem Advisors	19200 Von Karman Ave #1050, Irvine, CA 92612	94925xxxx8	and*@a***.com	5	2					280	36	304
Wells Fargo Advisors	638 Camino De Los Mares, San Clemente, CA 92673	94949xxxx6
Lido Advisors	4695 Macarthur Ct, Newport Beach, CA 92660	94989xxxx0	anf**@a*******.com
Invest & Grow	25611 Minoa Dr, Mission Viejo, CA 92691	80520xxxx7
Joshua S Wyper - Wyper Wealth Management	17671 Irvine Blvd Ste 115 Tustin, CA 92780	71479xxxx1	jos*@w******************.com			5	1
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
Edward Jones - Financial Advisor: Robert P Johnston	20532 El Toro Rd Ste 107 Mission Viejo, CA 92692	94946xxxx0	a.j*******@e********.com							37		39
Canterbury Consulting	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam**@c*****************.com
Bernay, Elizabeth S	1901 Main St, Irvine, CA 92614	94995xxxx8	acc********@m**********.com
Merrill Lynch Financial Advisor Andre Julian	28202 Cabot Rd Ste 200, Laguna Niguel, CA 92677	94945xxxx4	and********@m.com		14										5	1
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
Cosgrove Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94946xxxx3	abc*@u.com
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
Excelsior Capital Partners	4695 Macarthur Ct, Newport Beach, CA 92660	94956xxxx0	ayo*@e****.com
Ryan Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com							14743		16000
Hayward Capital	28202 Cabot Rd Ste 300 Laguna Niguel, CA 92677	94924xxxx9	eri@h************.com			5	15
Quintessential Financial Corp	2372 SE Bristol St, Newport Beach, CA 92660	94977xxxx5			6
Irvine Advisors LLC	9940 Research Dr Ste 200, Irvine, CA 92618	94993xxxx7	ash***@e**********.com
Mischler Financial Group Inc	1111 Bayside Dr, Corona Del Mar, CA 92625	94972xxxx0	agu*****@m**************.com
National Cities Capital Inc	19200 Von Karman Ave Ste 600, Irvine, CA 92612	88855xxxx1
Pacific Coast Invesments And Management	18552 Macarthur Blvd, Irvine, CA 92612	94972xxxx0
Waterford Property Company	130 Newport Center Dr, Newport Beach, CA 92660	94974xxxx0	cys***@w****************.com
Sroka & Co, CPAs	41 Corporate Park Ste 380 Irvine, CA 92606	94935xxxx9	inf@s*******.com			5	1
Southridge Investments Co	Po Box 413, Corona Del Mar, CA 92625	94976xxxx0
Joshua Huezo - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	90923xxxx9	ale***********@t*****.com
Equity Star	620 Newport Center Dr Fl 11th, Newport Beach, CA 92660	94949xxxx0
Morgan Stanley Wealth Management	302 Glenneyre St, Laguna Beach, CA 92651	94946xxxx0
Ubs	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94976xxxx8	aar*****@u.com							228910
Nationwide Business Credit	2082 Business Center Dr, Irvine, CA 92612	94975xxxx5
Burns Investment Group of Stifel	27201 Puerta Real Suite 350, Mission Viejo, CA 92691	94923xxxx0	bur***************@s***.com							4782		5200
Pacific Sun Financial Corp	95 Argonaut Ste 105, Aliso Viejo, CA 92656	94971xxxx6	dma***@i*******.net
Focus Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, Inc.	6B Liberty STE 225, Aliso Viejo, CA 92656	94966xxxx8	dns***@a*.com	5	2
Wells Fargo Advisors	2030 Main St, Irvine, CA 92614	94931xxxx0	a-w*************@w***************.com
MDH-Ici Acquisition	17222 Von Karman Ave, Irvine, CA 92614	94972xxxx8
World Financial Group	15375 Barranca Pkwy, Irvine, CA 92618	94986xxxx8		1	2
Buchanan Street Partners	620 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	ade**@b***********.com	3.3	3
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: Kevin Martzolf	999 Corporate Dr Ste 205 Ladera Ranch, CA 92694	94934xxxx3	a.j*******@e********.com							87631		100000
Brian McHenry-Sr Wealth Financial Advisor	4400 Macarthur Blvd, Newport Beach, CA 92660	94979xxxx9	aab**@b**********.com							98572	1295
Sutro & Co Inc	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx0
BTSW CPA	27285 Las Ramblas Ste 180 Mission Viejo, CA 92691	94959xxxx0	re@b******.com	4.3	10	4.4	7
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
Kapstream Capital	520 Newport Center Dr, Newport Beach, CA 92660	94970xxxx0	adm@i***************.com
Tatala M Joseph, CPA -Whitmore Tatala Accountancy Corporation	34262 Blue Lantern St, Dana Point, CA 92629	94944xxxx1			5	4.3	6
Elite Investments	14 Moonstone Way, Mission Viejo, CA 92692	71464xxxx0
Michael Russo - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com							230		233
Mollison & Sediqi Wealth Management Group	29222 Rancho Viejo Rd Suite 122E, San Juan Capistrano, CA 92675	94946xxxx3	inf@m*********************.com
Euro Pacific Capital	1201 Dove St Ste 200 Newport Beach, CA 92660	94947xxxx0	alb*@e****.com			2.6	30
Pickens, Pamela M	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx2	acc********@m**********.com
Edward Jones - Financial Advisor: Lee Norton	17822 17th St Ste 405 Tustin, CA 92780	71483xxxx6	acc********@e********.com			4.4	7					148
Vasco Assets	2024 Quail St, Newport Beach, CA 92660	94967xxxx0	ari@v**********.com	5	79
The Entrust Group	27201 Puerta Real Suite 300, Mission Viejo, CA 92691	80039xxxx3	aba**@t************.com	5.01
Great Far East	7700 Irvine Center Dr, Irvine, CA 92618	94958xxxx9	c18***************************@s***.wixpress
Fix Your Credit Consulting	4741 Laurel Canyon Blvd Ste 205 Studio City, CA 91607	87721xxxx0	con**@f********************.com			4.9	224	4.9	51	947	3	962
Sheaffer, William	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx8	acc********@m**********.com
Brown, David	1901 Main St, Irvine, CA 92614	94995xxxx8	acc********@m**********.com
Ameriprise Financial Services	2020 Main St, Irvine, CA 92614	94966xxxx2	ame****************@a*.com
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
Investments Lavering	13402 Heritage Way, Tustin, CA 92782	71433xxxx8
Nrp Holding Co Inc	1 Mauchly, Irvine, CA 92618	94958xxxx0	aab*******@a****.com
Tuer, Walter	1901 Main St, Irvine, CA 92614	94995xxxx4	acc********@m**********.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
Warpath Investments Inc.	18881 Von Karman Ave, Irvine, CA 92612	94947xxxx0
Barouti Financial Services	4695 Macarthur Ct, Newport Beach, CA 92660	94985xxxx5
Vemanti Group, Inc	7545 Irvine Center Dr, Irvine, CA 92618	94955xxxx0	bob*******@v****.com									423
Fidelity Investment Group	26060 Acero, Mission Viejo, CA 92691	94929xxxx2
Securities America Inc	4590 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx3	aad******@s**************.com
Brar, J P	1901 Main St, Irvine, CA 92614	94980xxxx6	acc********@m**********.com
Carrick Capital Parnters	610 Newport Center Dr, Newport Beach, CA 92660	94920xxxx2	aj@c*********************.com
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
Eureka Capital Partners	23 Corporate Plaza Dr Ste 125, Newport Beach, CA 92660	94971xxxx0	aar**@s*********.com
Zapotocky, James	1901 Main St, Irvine, CA 92614	94980xxxx7	acc********@m**********.com
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
Newman, Richard C	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx8	acc********@m**********.com
Medbook World Inc	28562 Oso Pkwy, Rancho Santa Margarita, CA 92688	94993xxxx4
McKinnon And Associates	18400 Von Karman Ave Ste 400 Irvine, CA 92612	90936xxxx6	dal**********@l.com
MetLife	27042 Towne Centre Dr, Foothill Ranch, CA 92610	94983xxxx4	a@m******.com							695720	4076
Umpqua Bank Home Lending	4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94987xxxx2	aar*******@u*******.com					4	1189	50650	669	49000
Everguard.ai	100 Spectrum Center Dr, Irvine, CA 92618	87721xxxx7	car**@e******.ai									132
Sapience Investments	520 Newport Center Dr, Newport Beach, CA 92660	94970xxxx5	bry********@b*******.com
KPP Financial	18575 Jamboree Rd Ste 600 Irvine, CA 92629	80055xxxx1	ary@k*********.com			4	4
Reza Investment Group	18662 Macarthur Blvd Ste 300, Irvine, CA 92612	94983xxxx0	a@r************.com
Peatling, Tracy, CFP	4 Venture, Irvine, CA 92618	94945xxxx3	dns***@a*.com
Standard S A Investments	3220 S Standard Ave, Santa Ana, CA 92705	71455xxxx4
Stinky Dog Investments	26012 Avenida Mariposa, San Juan Capistrano, CA 92675	71487xxxx1
Investors Trust	1 Upper Newport Plz, Newport Beach, CA 92660	94925xxxx0			2
Wla	1301 Dove St, Newport Beach, CA 92660	94985xxxx4	apo**@w***********.com
SummitStone Financial Group	28202 Cabot Rd Ste 445 Laguna Niguel, CA 92677	94921xxxx0	eri@s***********.com
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
James P Fletcher	3991 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx8	acc**********@f**********.com
Capital Aspects	1502 E Warner Ave, Santa Ana, CA 92705	94993xxxx6
Martel Insurance Alliance	Mission Viejo, CA 92692	94967xxxx1	wei*****@1.com
Bright Biz Investments	47 Rising Sun, Irvine, CA 92620	94928xxxx2
Magnum Wealth Management	9070 Irvine Center Dr Ste 100 Irvine, CA 92618	94988xxxx0	dar*@r**********.com									98
Providence Wealth Management Group - Ameriprise Financial Services, LLC	2600 Michelson Dr #1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Clearview Wealth Management	4 Venture Ste 120 Irvine, CA 92618	94933xxxx4	abd****@c*********.com			5	8			107		111
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
Edward Jones - Financial Advisor: Brandon P Anderson	27042 Towne Centre Dr Ste 205 Foothill Ranch, CA 92610	94959xxxx7	a.j*******@e********.com							87631		100000
Cruttenden Partners	4600 Campus Dr Ste 110, Newport Beach, CA 92660	94939xxxx0	cor@c***************.com
I C M-Jae Investments	2 Upper Newport Plz, Newport Beach, CA 92660	94975xxxx0	don@i******.com
Wayne Hummer Investments	15300 Barranca Pkwy, Irvine, CA 92618	31243xxxx0
Vergos Accounting & Mgmt	10 Autumn Hill Ln Laguna Hills, CA 92653	94968xxxx2	ver****@g**.com
Signature Resources	19900 Macarthur Blvd, Irvine, CA 92612	94993xxxx0	ahj*@f***********.com
Myglo Corporation	27141 Burbank, Foothill Ranch, CA 92610	94946xxxx6
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
Birch Investment	20271 SW Birch St, Newport Beach, CA 92660	31027xxxx0
Blanco Investments	3197 Airport Loop Dr, Costa Mesa, CA 92626	71443xxxx6
G W Sherwold Assoc Inc	22994 El Toro Rd Lake Forest, CA 92630	94947xxxx0
Tax & Financial Partners	1000 N Coast Hwy, Laguna Beach, CA 92651	94971xxxx0	ts@t****************.com
Michael Raji-Thrivent	49 Discovery, Irvine, CA 92618	94929xxxx9
Phoenix Investment Funds	4000 Macarthur Blvd, Newport Beach, CA 92660	94938xxxx0	awe*****@c******.com
Merrill Lynch Wealth Management	28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677	94945xxxx2	ban*******************@m.com	3.3	4
Shopoff Group	8951 Research Dr, Irvine, CA 92618	94941xxxx6
IWM Partners	3 Park Plz Ste 1490 Irvine, CA 92614	71479xxxx1	ahe*****@i********.com		5	5	3
Morgan Stanley Wealth Management	5000 Birch St, Newport Beach, CA 92660	71475xxxx1
The Pro CFO	Mission Viejo, CA 92691	94966xxxx1	cod@t*******.com
Brenen Capital Management Group	1601 Dove St Ste 291, Newport Beach, CA 92660	80058xxxx6
Getsen Acquisition	22362 Gilberto, Rancho Santa Margarita, CA 92688	94976xxxx3
Investment Resources	27601 Forbes Rd, Laguna Niguel, CA 92677	94944xxxx1
Halliburton Investments	757 Domingo Dr, Newport Beach, CA 92660	94976xxxx0
Wildrose	2300 SE Bristol St, Newport Beach, CA 92660	94949xxxx1	inf@w*************.com
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
WAYUP Wealth Building Group	2618 San Miguel Dr Ste 393 Newport Beach, CA 92660	94988xxxx2				5	2
Monarch Financial	28202 Cabot Rd, Laguna Niguel, CA 92677	94920xxxx0
Hanley Investment Group	300 Spectrum Center Dr Ste 100, Irvine, CA 92618	94958xxxx8	amo*@h*************.com
Orange Management Co	1352 Irvine Blvd, Tustin, CA 92780	71450xxxx0	aal******@o*******.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
Edward Jones - Financial Advisor: Matthew R Buenafe	22362 Gilberto Ste 130 Rancho Santa Margarita, CA 92688	94970xxxx9	a.j*******@e********.com							87631		100000
World Financial Group	23461 S Pointe Dr Ste 215, Laguna Hills, CA 92653	71426xxxx1
Financial Strategies - Wealth Management Group	6 Hutton Centre Dr Penthouse Ste 1400 Santa Ana, CA 92707	71436xxxx4	bla****@f**.com
Morgan Stanley	302 Glenneyre St, Laguna Beach, CA 92651	94946xxxx0	aar*********@m*********************.com
Newport Beach Securities Inc	18872 Macarthur Blvd Ste 100, Irvine, CA 92612	94933xxxx0
Pintar Investment Company	24682 Del Prado, Dana Point, CA 92629	94927xxxx6	inv************@p***********.com
Bryce F Johnson - Financial Advisor, Ameriprise Financial Services	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx4	bri*********@a*.com
Scott Wealth Management Group	18022 Cowan Ste 225 Irvine, CA 92614	94955xxxx0
Newport Beach, CA Branch Office - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94976xxxx8	abc*@u.com
Financial West Group	1300 Quail St Ste 204, Newport Beach, CA 92660	94922xxxx1	jag*******@f.com
Champlain Investment Partners	18201 Von Karman Ave, Irvine, CA 92612	80284xxxx0	ah@c****.com
Monarca Investment Office	31901 Camino Capistrano, San Juan Capistrano, CA 92675	94924xxxx2
Triad Investment Management	1301 Dove St, Newport Beach, CA 92660	94985xxxx2	con**@t****.com
Morgan Stanley Wealth Management	2040 Main St Ste 600, Irvine, CA 92614	94980xxxx0	aar*********@m*********************.com
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
Piedmont Capital Distributor	23271 Via Dorado, Trabuco Canyon, CA 92679	94923xxxx6	bjo*@p************************.com
Edward Jones	32392 Coast Hwy Ste 190, Laguna Beach, CA 92651	94949xxxx8	a.j*******@e********.com							157		164
Schultz, Robert	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	wms********@r.com							12815
401k-Checkup	1401 Dove St Ste 420, Newport Beach, CA 92660	94997xxxx8	inf@4**********.com
Clark, Lee	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx1	acc********@m**********.com
BMI Financial	5 Upper Newport Plz, Newport Beach, CA 92660	94922xxxx0
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
Clearvue Capital	895 Dove St Ste 120, Newport Beach, CA 92660	94929xxxx0	csa**@c*********.net
Sarah Mackay - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	94974xxxx0	ale***********@t*****.com
Datacom Investment Co	Serving theMission Viejo Area	94985xxxx5
Provence Wealth Management	9481 Irvine Center Dr Irvine, CA 92618	94922xxxx0			13	3	2
Voorhees Investments	3501 Jamboree Rd, Newport Beach, CA 92660	94972xxxx1
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 Suite 1500, Irvine, CA 92618	94945xxxx8	alb**********@u.com	5.09
Quiver Asset Management	501 N El Camino Real, San Clemente, CA 92672	94949xxxx0	inf@h******.com
LPL Financial	27141 Aliso Creek Rd, Aliso Viejo, CA 92656	94997xxxx5	aar******@l.com							20010	214	21000
Wells Fargo Advisors	265 Ocean Ave, Laguna Beach, CA 92651	94949xxxx8	a.b@w*****************.com							188275		189000
Allen, Robert P Bob	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx4	abc*****@u.com
Ashwill Investments	130 Newport Center Dr, Newport Beach, CA 92660	94947xxxx8
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
Kenneth Franklin - Private Wealth Advisor, Ameriprise Financial Services	6B Liberty Ste 225, Aliso Viejo, CA 92656	94966xxxx8	din*******@a*.com							469	9	469
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
Vieth Co	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx8
Latisys	17400 Von Karman Ave, Irvine, CA 92614	94998xxxx7	aar********@l****.com
Kolbach, Amanda	1901 Main St, Irvine, CA 92614	94980xxxx5	acc********@m**********.com
Silny Baerd Investment Advisors	31473 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94938xxxx1
Tgv Partners	23 Corporate Plaza Dr Ste 215, Newport Beach, CA 92660	94972xxxx9
Morgan Stanley Wealth Management	300 Spectrum Center Dr Ste 800, Irvine, CA 92618	94934xxxx0
James Johnson - All Mark Insurance Services	23181 Verdugo Dr Ste 100-B Laguna Hills, CA 92653	80053xxxx1	bn@y******************.com			4.2	10
Brett Mountain - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	94983xxxx1	ale***********@t*****.com
Wells Fargo Advisors	24251 Rockfield Blvd, Lake Forest, CA 92630	94983xxxx2			59
Banning, Ryan	1901 Main St, Irvine, CA 92614	94995xxxx3	acm*********@m**********.com
Atlantic Trust	4675 Macarthur Ct Ste 1150, Newport Beach, CA 92660	94966xxxx0	a.n****@a**********.com
Nicole Southern - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com									121
Strattford Capital	4440 Von Karman Ave, Newport Beach, CA 92660	94938xxxx5
1st Pacific	23272 Mill Creek Dr, Laguna Hills, CA 92653	94971xxxx2
Private Equity Management Group	1 Park Plz, Irvine, CA 92614	94975xxxx7
BFS Wealth Management	2040 Main St, Irvine, CA 92614	71428xxxx6	adm@b*.com							29		37
Soto and Associates	25910 Acero, Mission Viejo, CA 92691	88858xxxx8
Pinn Investments	4675 Macarthur Ct, Newport Beach, CA 92660	94966xxxx0	axx**@p************.com
Profit & Wealth Tax Advisors	2030 Main St Ste 1300 Irvine, CA 92614	71444xxxx9	eri@p************************.com			5	13
Worldwide Capital Investment	7545 Irvine Center Dr, Irvine, CA 92618	94922xxxx4	bab@w****************.com					5	9	112		114
Wealth Capital Partners	300 Spectrum Center Dr Ste 1150, Irvine, CA 92618	94978xxxx0	jsm*@q******************.com
Pacific Venture Group	4 Venture, Irvine, CA 92618	94975xxxx0
First Pacific Security	14 Hughes Ste 104, Irvine, CA 92618	94921xxxx7
Prudential Financial	Laguna Niguel, CA 92677	94941xxxx5	a.w***@p*******.com
Diversified Pacific Partners	901 Dove St Ste 220, Newport Beach, CA 92660	94986xxxx5	jja***@d***********.com
Primevest Financial	15343 Culver Dr, Irvine, CA 92604	94926xxxx1		3.2	9
Mariman and Co	500 Newport Center Dr, Newport Beach, CA 92660	94970xxxx6	ag@m******.com
Wells Fargo Advisors	5 Park Plz, Irvine, CA 92614	94975xxxx3	acc***************@w*******.com		207
Needelman Asset Management	555 Corporate Dr, Ladera Ranch, CA 92694	94945xxxx3	inf@n*******.com
Security Benefit Services	24422 Avenida De La Carlota Ste 320, Laguna Hills, CA 92653	94983xxxx6
K Investment Co	5000 Birch St, Newport Beach, CA 92660	94994xxxx5	aar@c**************.com
Total Access Securities	27302 Eastridge Dr, Lake Forest, CA 92630	94929xxxx0
Paine Webber Inc.	4675 Macarthur Ct, Newport Beach, CA 92660	80085xxxx2
Dunpol Investments	9 Journey, Aliso Viejo, CA 92656	94936xxxx7
Eastdil Secured	500 Newport Center Dr, Newport Beach, CA 92660	94993xxxx4
Viking Investments	4425 Jamboree Rd, Newport Beach, CA 92660	94925xxxx0
Back Bay Investment Group	777 Domingo Dr, Newport Beach, CA 92660	94923xxxx7	and*********@b******.com
Modern Woodmen of America	23441 S Pointe Dr, Laguna Hills, CA 92653	94971xxxx6	add**@e****.com							33612
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
Provence Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx0	all@p*.com	5	1
Greater Pacific Securities Inc	245 Fischer Ave Ste C2, Costa Mesa, CA 92626	71424xxxx7
Walter E Kaminski-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx9	acm*********@m**********.com
Cosmetic Investments	2711 E Coast Hwy, Corona Del Mar, CA 92625	94987xxxx8
Kris De La Pena - Private Wealth Advisor, Ameriprise Financial Services	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx2	bri*********@a*.com							73		77
State Street Ims	46 Discovery Ste 150, Irvine, CA 92618	94993xxxx0	aal****@s********.com
Towneley Capital Management Inc	23197 La Cadena Dr, Laguna Hills, CA 92653	94983xxxx0	car*@t*****.com
Cetera Advisors	17100 Gillette Ave, Irvine, CA 92614	94983xxxx4	a@c*************.com
Lpl Financial	100 Pacifica, Irvine, CA 92618	94955xxxx0	inf@a**********.com							264	17	265
Strathspey Crown	4040 Macarthur Blvd Ste 210, Newport Beach, CA 92660	94926xxxx0
Aidan Dressler-Thrivent	49 Discovery, Irvine, CA 92618	76071xxxx6	adm@d*********.com
Stoneridge Investments	67 Radiance Ln, Rancho Santa Margarita, CA 92688	94945xxxx2
Investors' Property Services	26020 Acero #200, Mission Viejo, CA 92691	94990xxxx0	ale******@i********.com	3.4	5
Metro Coast Insurance	23456 Madero Ste 240, Mission Viejo, CA 92691	94923xxxx9	bry@m****************.com		17
California Business Benefits	22921 Triton Way Ste 231 Laguna Hills, CA 92653	94991xxxx0	c18***************************@s***.wixpress
Rockbridge Securities Inc Rockbridge Securities Inc	8001 Irvine Center Dr, Irvine, CA 92618	94958xxxx3
Wells Fargo Advisors	5 Corporate Plaza Dr, Newport Beach, CA 92660	94972xxxx7
D'amore, Christina M, AGT	28202 Cabot Rd, Laguna Niguel, CA 92677	94946xxxx1	ame****************@a*.com							132834
Maxim Capital Advisors Inc.	9160 Irvine Center Dr Ste 201, Irvine, CA 92618	94974xxxx3	inf@m******************.com
Capture Investments	22942 Ridge Route Dr, Lake Forest, CA 92630	94985xxxx2
Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx1	acm*********@m**********.com
The Bahnsen Group	520 Newport Center Dr, Newport Beach, CA 92660	94987xxxx0	abe**@t************.com					4.8	33	2097	51	2200
Tpc Investments Inc	34135 Pacific Coast Hwy, Dana Point, CA 92629	94948xxxx5
Keith Tran, ChFC - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx1	abc*@u.com
Orion Investment Real Estate	4120 Birch St Ste 110, Newport Beach, CA 92660	94920xxxx0
Researchdx	13766 Alton Pkwy, Irvine, CA 92618	51033xxxx7	aav**@r*******.com
The Capital Group Companies, Inc	6455 Irvine Center Dr, Irvine, CA 92618	80042xxxx5	and*******@m*************.com							170912		185000
Irvin, Peter	1901 Main St, Irvine, CA 92614	94980xxxx8	acc********@m**********.com
Sierra Nevada Investment Group	3186 Pullman St, Costa Mesa, CA 92626	71485xxxx7
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
Senafar Investments	10 Vista Montemar, Laguna Niguel, CA 92677	94924xxxx7
Stephen McGuirk - Financial Advisor, Ameriprise Financial Services, LLC	26141 Marguerite Pkwy Ste A, Mission Viejo, CA 92692	94951xxxx3	dns***@a*.com	5.01
Ankit Consulting Services	30211 Avenida De Las Bandera Ste 200, Rancho Santa Margarita, CA 92688	94968xxxx4	aj@a********.com
The Macarthur Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx3	acc********@m**********.com
Cooke Wealth Management, LLC	18881 Von Karman Ave Suite 1420, Irvine, CA 92612	94972xxxx0	bar**@c****.com	5	2					112
Spectrum Painting	1901 Main St, Irvine, CA 92614	94980xxxx1	acc********@m**********.com
Michael Y Yen-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx8	acc********@m**********.com
Mortgage America	28202 Cabot Rd Ste 300 Laguna Niguel, CA 92677	94949xxxx0	joh****@m*******************.com			5	3
Alta Pacific Wealth Management LLC	27201 Puerta Real #235, Mission Viejo, CA 92691	94920xxxx8
Wealth Management Advisers	24012 Calle De La Plata Ste 240 Laguna Hills, CA 92653	94960xxxx0
Portfolio Planners	Serving theMission Viejo Area	94948xxxx0
Tax Relief Squad	6B Liberty Ste 215 Aliso Viejo, CA 92656	94921xxxx7	fil*@g****.com
M Knott Enterprises	41 Royal Saint George Rd, Newport Beach, CA 92660	94964xxxx6
Brightview Development	610 Newport Center Dr, Newport Beach, CA 92660	94928xxxx9	aar@b*******.com							21254	214	23000
Williams Financial Advisors	30200 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94949xxxx1	jam@w**********************.com	5	1
BRUNDAGE, PEARL & ASSOCIATES - Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94986xxxx0	dns***@a*.com							136	3
Firestone Investment	2082 Business Center Dr, Irvine, CA 92612	94923xxxx2
LPL Financial	7700 Irvine Center Dr, Irvine, CA 92618	94974xxxx8	aar******@l.com
Signature America Wealth Management	22942 El Toro Rd, Lake Forest, CA 92630	94921xxxx0	pau@h*******.com							113		135
Lh Capital	1830 Main St, Irvine, CA 92614	94924xxxx0		4.6	1287
Pyramid Capital Investments Corp	4667 Macarthur Blvd Ste 320, Newport Beach, CA 92660	94983xxxx7	sro@p************.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
San Diego County Credit Union	27280 Alicia Pkwy Ste A Laguna Niguel, CA 92677	87773xxxx8	aab******@s**.com			3.3	16	3.6	250	76153	184	75000
Acevedo, Daniel	1901 Main St, Irvine, CA 92614	94934xxxx4	acc********@m**********.com
Robert R Redwick Wealth Management Grp	5520 Trabuco Rd Irvine, CA 92620	94972xxxx6
Schulz Investments	16 Hammond, Irvine, CA 92618	94925xxxx5
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
Noble Wealth Management	6B Liberty Ste 130, Aliso Viejo, CA 92656	88827xxxx8	aj@n******.com							2		3			5	1
Berman Investment Group	20251 SW Acacia St Ste 200, Newport Beach, CA 92660	94927xxxx0
Soto, Christopher	1901 Main St, Irvine, CA 92614	94980xxxx4	aar@k***.com							560	647	584
Halbreich Financial Advisory Group - Ameriprise Financial Services	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94946xxxx9	dns***@a*.com							129		126
Enumerate Financial Services	27281 Las Ramblas, Mission Viejo, CA 92691	80076xxxx6	a@g**********.com	1	1
Challenger Company	15615 Alton Pkwy Ste 330, Irvine, CA 92618	94975xxxx4	nan@c*************.com
Global Vision Holdings, Inc	19200 Von Karman Ave, Irvine, CA 92612	94928xxxx8
Racofsky, Richard	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4	acc********@m**********.com
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
BBVA Compass	2020 Main St Ste 950, Irvine, CA 92614	94921xxxx9											5	2
Steadfast Management Company	18100 Von Karman Ave Ste 500, Irvine, CA 92612	94985xxxx0	abe**@s***************.com					3	57	675	90	675
WCM Investment Management	281 Brooks St, Laguna Beach, CA 92651	94938xxxx0	aar@w******.com	5	2
AOA Investments Inc	2932 Daimler St, Santa Ana, CA 92705	94941xxxx4
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
Hanna Capital Management	43 Post, Irvine, CA 92618	94927xxxx0	car******@a*****************.com							241	20	243
Price, Michael, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx6	dns***@a*.com
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
Paulson Investment Co Inc	2600 Michelson Dr Ste 1700, Irvine, CA 92612	94985xxxx1	aca******@p**************.com
Financial Research Group	4500 Campus Dr Ste 135, Newport Beach, CA 92660	94975xxxx0
Securities America Inc.	2522 Chambers Rd, Tustin, CA 92780	71457xxxx8	aad******@s**************.com
Fiscalis Advisory, Inc.	27201 Puerta Real, Mission Viejo, CA 92691	94942xxxx5	inf@f**************.com	5.01
McLaughlin, John	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4	acc********@m**********.com
Spinnaker Investment Group	4100 Macarthur Blvd, Newport Beach, CA 92660	94939xxxx0	and*@s********.com							623	69	647
Taylor, Robert F	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx5	acc********@m**********.com
Schneider Securities	18952 Macarthur Blvd, Irvine, CA 92612	94944xxxx4
Eggleston, Thomas J	1901 Main St, Irvine, CA 92614	94995xxxx2	acc********@m**********.com
LPL Financial	114 Pacifica, Irvine, CA 92618	94922xxxx0	aar******@l.com							20010	214	21000
Desiree Patna Enterprises Inc	2601 Main St Ste 560, Irvine, CA 92614	94922xxxx5	aar********@t******.com							4145
Freeman, Alan	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx7	aar*****@u.com
Edward Jones - Financial Advisor: Ryan T Krause	26161 Marguerite Pkwy, Mission Viejo, CA 92692	94936xxxx5	a.j*******@e********.com							87631		100000
Edward Jones	29122 Rancho Viejo Rd Ste 113, San Juan Capistrano, CA 92675	94934xxxx9
Asset Management	San Juan Capistrano, CA 92675	94921xxxx2
The Saddleback Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx8	acc********@m**********.com
Majestic Capital Investment	18881 Von Karman Ave, Irvine, CA 92612	94964xxxx2	aow@a*******.com
Coffin Mottola	19800 Macarthur Blvd, Irvine, CA 92612	94985xxxx9
Castapos Inc	4695 Macarthur Ct, Newport Beach, CA 92660	31044xxxx3	aid******@m******.com									4
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
Chizmarova, Ellie, CFA	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx9	acc********@m**********.com
Summitland	23361 El Toro Rd, Lake Forest, CA 92630	94945xxxx2
Target Date Solutions	900 Calle Venezia, San Clemente, CA 92672	94948xxxx9	ron@t******************.com
1st Pacific Capital	95 Enterprise Ste 320, Aliso Viejo, CA 92656	94971xxxx9
United Investment Service Inc	22706 Aspan St, Lake Forest, CA 92630	94945xxxx0
Michelle Tascoe Financial Coaching	Los Angeles, CA 90004	20928xxxx6		5	11	4.9	51
Chadwick Investment & Realty	30 Arboretum, Irvine, CA 92620	91677xxxx4
Tarbox Family Office	500 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	bri@t***.com
R & B Investment	1762 San Juan St, Tustin, CA 92780	71473xxxx9
James Brady Pension Co	16520 Bake Pkwy, Irvine, CA 92618	94986xxxx6
E3 Financial	4100 Newport Place Dr Ste 650, Newport Beach, CA 92660	94972xxxx4	aar**********@a.com							3927
OWL Wealth Management - Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94986xxxx0	ado******@a*.com							295		296
Barbisan, Victoria	2 Park Plz, Irvine, CA 92614	94997xxxx2	dns***@a*.com							58		58
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
Ortega, Michael	1901 Main St, Irvine, CA 92614	94995xxxx7	acc********@m**********.com
True Legacy Wealth Management, LLC	15520 Rockfield Blvd Ste. G, Irvine, CA 92618	94943xxxx7	18f***********************************@w***************.com
Aurora Financial Planning & Investment Management	Newport Beach, CA 92657	85820xxxx1	c18***************************@s***.wixpress
Schiel Wealth Management	30448 Rancho Viejo Rd Ste 180 San Juan Capistrano, CA 92675	94938xxxx5	csc**@i**.com			4.4	8			275	3	266
Ring Bill	27416 Betanzos, Mission Viejo, CA 92692	94958xxxx3
Afam Capital	20 Enterprise, Aliso Viejo, CA 92656	94949xxxx5	inn********@a********.com
Ashwill Investments	18271 Mcdurmott W, Irvine, CA 92614	94947xxxx8	joh@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
Strategic Equity Group	6 Hutton Centre Dr Ste 860, Santa Ana, CA 92707	71475xxxx8	cho**@a***********.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
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
Sceberras, Christine	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx5	acc********@m**********.com
W & J Higgines Investment	27121 Towne Centre Dr Ste 250, Foothill Ranch, CA 92610	94969xxxx0
Financial West Group	17755 Sky Park Cir, Irvine, CA 92614	94922xxxx0	azl@f.com
Fiscalis Advisory Inc	30320 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94942xxxx5	inf@f**************.com
Edward Jones - Financial Advisor: Markus Wong	5410 Trabuco Rd Ste 110, Irvine, CA 92620	94955xxxx9	a.j*******@e********.com							87384		100000
Morgan Stanley Wealth Management	1901 Main St Ste 800, Irvine, CA 92614	94995xxxx0	acm*********@m**********.com
Chetney William R	33272 Valle Rd Ste 100, San Juan Capistrano, CA 92675	71448xxxx6
Silversage Advisors	19200 Von Karman Ave Ste 370 Irvine, CA 92612	94922xxxx5	dsa*@s***************.com		3	5	1
All Pro Investments	2152 Dupont Dr, Irvine, CA 92612	94975xxxx0	get***@s***************.com										5	1
Lion Gate Capital Inc	17901 Von Karman Ave, Irvine, CA 92614	31022xxxx0
Eddie Bryant	31681 Camino Capistrano, San Juan Capistrano, CA 92675	94922xxxx5
Eternity Financial Alliance	4695 MacArthur Ct Fl 11 Newport Beach, CA 92660	86688xxxx7	inf@e*.agency	5	10	5	1
Frome Investments	151 Kalmus Dr, Costa Mesa, CA 92626	71464xxxx0	bbe****@f*****.com	1.8	10			4.2	5			25
Edward Jones	300 S El Camino Real, San Clemente, CA 92672	94949xxxx4	a.j*******@e********.com							87631		100000
Barney Smith	2040 Main St Ste 600, Irvine, CA 92614	94980xxxx0
Nick Socha - Northwestern Mutual	18575 Jamboree Rd Ste 400 Irvine, CA 92612	94962xxxx6	ade*******@n.com							46		49
Procurus Wealth Management	4101 Birch St Ste 110, Newport Beach, CA 92660	94922xxxx8
Tryon Company	18022 Cowan Ste 215, Irvine, CA 92614	94933xxxx9	joh@t********.com
Zacks Investment Research Inc	18300 Von Karman Ave, Irvine, CA 92612	76074xxxx9
Alpha Cubed Investments	450 Newport Center Dr Ste 440, Newport Beach, CA 92660	94970xxxx3	alp@a******************.com
Merrill Lynch Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx0	ale********@m.com	4	4
Wells Fargo Advisors	8001 Irvine Center Dr, Irvine, CA 92618	94950xxxx2	a-w*************@w***************.com
Mission Wealth	1 Park Plz Ste 600 Irvine, CA 92614	94928xxxx0	ach**@m**********.com
Fellows Wealth Management	100 Spectrum Center Dr #900, Irvine, CA 92618	94937xxxx6	geo@f********************.com	4	1
Jdj Investments	2102 Business Center Dr, Irvine, CA 92612	94925xxxx3
NRG Resources, Inc.	18301 Von Karman Ave Ste 1050, Irvine, CA 92612	71468xxxx0
CIBC Private Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94988xxxx0	alb*********@c*.com							2118		2200
Alir CA	47 Discovery, Irvine, CA 92618	88835xxxx8	abd****@a*.com
Rodriquez Wealth Management	4340 Von Karman Ave Suite 101, Newport Beach, CA 92660	94968xxxx1	cat@r********.com	5	1
The Johnson Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0	acc********@m**********.com
Perla Capital Group	4 Park Plz Ste 1240, Irvine, CA 92614	94925xxxx7
Global Infrastructure Solutions Inc	660 Newport Center Dr, Newport Beach, CA 92660	21364xxxx9	buf**@g*.com
Downie Financial Group- Dave Ramsey Smartvestor Pro	26050 Acero, Mission Viejo, CA 92691	71490xxxx5	cli@c********.com	5	10
Western Financial Planning	23272 Mill Creek Dr Ste 200 Laguna Hills, CA 92653	94985xxxx0
Allen & Caron Inc	2151 Michelson Dr Ste 120, Irvine, CA 92612	94947xxxx0	and*@a*******.com
Hieu Thao Investment	33 Touraine Pl, Foothill Ranch, CA 92610	94959xxxx1
Buffalo Capital Corporation	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx9	jdo@b************.com
Modern Woodmen of America	29222 Rancho Viejo Rd Ste 207, San Juan Capistrano, CA 92675	94948xxxx4
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
Global Investment Solutions	1300 N Bristol St Ste 200, Newport Beach, CA 92660	94966xxxx0	ski****@e******.net
Prudential Financial	25909 Pala Ste 100, Mission Viejo, CA 92691	94983xxxx1	aar*****************@p*******.com
Thrivent Financial	34 Executive Park Ste 210, Irvine, CA 92614	80084xxxx6	a.v@t*******.com
Sonitrol	19 Spectrum Pointe Dr, Lake Forest, CA 92630	94929xxxx0	ar@s*********.com							67		69
Fjord Ventures	26051 Merit Cir, Laguna Hills, CA 92653	94934xxxx8	bbe****@f**********.com
Young, David Rowan	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx2	acc********@m**********.com
Rennie & Associates	1608 Galaxy Dr, Newport Beach, CA 92660	94965xxxx2
Wells Fargo Advisors	24431 Calle De La Louisa Ste 100, Laguna Hills, CA 92653	86683xxxx6
Wealth Management Corp	800 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	bra********@s********.com
Bear Investments	2912 E Coast Hwy, Corona Del Mar, CA 92625	94921xxxx0
Van Uden, Mark J	1901 Main St, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
Great Park Insurance	10 Corporate Park Ste 130 Irvine, CA 92606	94938xxxx2	dan*@g***************.com	5	505	4.9	750			644	2206
SunAmerica	3723 Birch St Ste 9, Newport Beach, CA 92660	94975xxxx2	aad***@s*******.com
McCarthy Wealth Management	3300 Irvine Ave, Newport Beach, CA 92660	71424xxxx1	inf@m*********.com									294
Ferguson, Jevin	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx2	acc********@m**********.com
Allen Family Trust	1 Thunderbird Dr, Newport Beach, CA 92660	94964xxxx6
Mo Said	28641 Marguerite Pkwy, Mission Viejo, CA 92692	94954xxxx4	abc*****@f**********.com							12452		13000
Signature America Wealth Management	22956 El Toro Rd Lake Forest, CA 92630	94921xxxx0	pau@h*******.com	5	2					112		134
Capital One Café	757 Spectrum Center Dr Irvine, CA 92618	94965xxxx9	aar**@c*******.com			4.2	125
Matsushita Internaitonal	1141 Via Callejon, San Clemente, CA 92673	94949xxxx0
Pmb Securities	450 Newport Center Dr Ste 110, Newport Beach, CA 92660	94946xxxx0	j.k**@p**********.com
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
Royal Alliance Associates Inc	2010 Main St Ste 130, Irvine, CA 92614	94955xxxx0	aba***@r**********.com							2760	26	3300
Smart Money Investment Corporation	27061 Ironwood Dr, Laguna Hills, CA 92653	94958xxxx1
Solomon's Investments	75 Tarocco, Irvine, CA 92618	94929xxxx2
Align Wealth Advisors	24031 El Toro Rd, Laguna Hills, CA 92653	94971xxxx5	inf@a*****************.com							53	7	58			3	2
Steadfast Properties	20320 SW Birch St, Newport Beach, CA 92660	94985xxxx0	abe**@s***************.com					3	57	675	90	675
Nassau, Steve	1901 Main St, Irvine, CA 92614	94995xxxx5	acc********@m**********.com
Investors Property Services	Serving theMission Viejo Area	94990xxxx0
Schenk, Steve	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx3	acc********@m**********.com
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
Chariots Empire Investments, Inc.	2030 Main St, Irvine, CA 92614	87758xxxx6
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
Financial Management Network	26041 Acero, Mission Viejo, CA 92691	94945xxxx0	asa***@f**.com	5	3
Jado Investments	1100 S Coast Hwy, Laguna Beach, CA 92651	94934xxxx0	geo**********@j************.com
New Era Financials	43 Marbella, San Clemente, CA 92673	94924xxxx5
Morgan Stanley Wealth Management	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx5	acm*********@m**********.com
Kingdom Wealth Stewards	294 Ambroise Newport Coast, CA 92657	94928xxxx0	jri******@k******************.com
Integrative Financial Management - Ameriprise Financial Services	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx2	bri*********@a*.com							73		77
Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx1	a.c****@p******.com							113356	3087	131000
Infinity Investment Services	14200 Culver Dr, Irvine, CA 92604	94955xxxx0
Ameriprise Financial	660 Newport Center Dr Ste 740, Newport Beach, CA 92660	94971xxxx7	ame****************@a*.com
Hartfelder, Jack	1901 Main St, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
Garte & Associates Inc	19200 Von Karman Ave, Irvine, CA 92612	94962xxxx3
Castaneda Investments Inc	23120 Alicia Pkwy Ste 200, Mission Viejo, CA 92692	94934xxxx5	imp****@g**.com	5	2
Service Trading Co	6201 Oak Cyn, Irvine, CA 92618	94933xxxx9
Henry, Daniel S	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8
Strategic Financial Group	18191 Von Karman Ave Ste 100, Irvine, CA 92612	94962xxxx0
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
Cerity Partners	18881 Von Karman Ave, Irvine, CA 92612	21220xxxx0	aad*@c***********.com
Robert M. Densmore	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx9
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
Sierra Liquidity Fund	19772 Macarthur Blvd, Irvine, CA 92612	94966xxxx4	eli****@s********.com
Gillespie, Thomas	2 Park Plz, Irvine, CA 92614	56230xxxx7	dns***@a*.com
Soundboard Invest	2102 Serrano Ave, Newport Beach, CA 92661	94920xxxx9
Judy Kim - Financial Advisor, Ameriprise Financial Services	780 Roosevelt Ste 214, Irvine, CA 92620	90939xxxx9	cam********@a*.com		15
Davidson, Samuel J	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx9	abc*****@u.com
New Summit Investments	65 Enterprise, Aliso Viejo, CA 92656	88893xxxx9
Investments PDC	450 Newport Center Dr, Newport Beach, CA 92660	94970xxxx5
Girling Reig	332 Marine Ave, Newport Beach, CA 92662	94928xxxx2	dav@g*********.com
Norco Capital	20151 SW Birch St, Newport Beach, CA 92660	94955xxxx8
Nuveen Investments	1 Park Plz Ste 325, Irvine, CA 92614	94944xxxx0	aar***********@n***.com							1812		2000
Ensemble Wealth Management	9870 Research Dr Irvine, CA 92618	86658xxxx4	ana***@e*******.com	5	9					156	36	162
Irvine Wealth Management	9870 Research Dr, Irvine, CA 92618	94978xxxx8		5	9
Confluence Wealth Management Group - Ameriprise Financial Services, LLC	26060 Acero Ste 109, Mission Viejo, CA 92691	94995xxxx2	dns***@a*.com
Stifel	30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94923xxxx0	bur***************@s***.com							4782		5200
Southwest Investments	17962 Sky Park Cir, Irvine, CA 92614	94941xxxx6
Kodiak Capital Group	260 Newport Center Dr, Newport Beach, CA 92660	94943xxxx0	inf@k********.com
Bellaire Investments	800 S El Camino Real, San Clemente, CA 92672	94949xxxx5
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
R S Crum Inc	4 Upper Newport Plz, Newport Beach, CA 92660	94942xxxx6	car@r***.com
World Financial Group	2082 Business Center Dr Ste 190, Irvine, CA 92612	94954xxxx5
Warren Street Wealth Advisors	4041 MacArthur Blvd Ste 400 Newport Beach, CA 92660	65750xxxx5	bla@w***************.com			5	17
Green Street Advisors	660 Newport Center Dr Ste 800, Newport Beach, CA 92660	94999xxxx0
Advisor Solution's Group Inc	1300 Bristol St N Ste 100, Newport Beach, CA 92660	94925xxxx5	ccu**@a******************.com
Comerica Bank	26131 La Paz Rd Suite B1, Mission Viejo, CA 92691	94958xxxx0		4.1	8					13156	1022	14000
Combe, Jeremy, AGT	2 Park Plz, Irvine, CA 92614	94966xxxx0	dns***@a*.com
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 Suite 160, Mission Viejo, CA 92691	80054xxxx4	a61**@f*****.com	2.8	24					329275		353000
Doug Banning-Morgan Stanley	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx5	acc********@m**********.com
Weems, Austin	23046 Avenida De La Carlota, Laguna Hills, CA 92653	94936xxxx4	a.j*******@e********.com
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
Karl H Romero & Associates, Inc	1585 E 17th St Santa Ana, CA 92705	71454xxxx7	kar*********@w********.com
Putman Group	9911 Irvine Center Dr Ste 100 Irvine, CA 92618	94950xxxx0	adm*@p******.com			3.9	15
Habiballa & Sons Investments	28181 Somerset, Mission Viejo, CA 92692	94927xxxx8
Sewon USA Inc	19772 Macarthur Blvd, Irvine, CA 92612	94993xxxx5
Wohl Investment Co	14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94970xxxx0	re@w*************.com
LPL Financial	4000 Birch St Ste 201d, Newport Beach, CA 92660	94955xxxx5	aar*******@l.com							20010	214	21000
XOA TAX	2211 Michelson Dr Ste 900 Irvine, CA 92614	65782xxxx8	con**@x***.com			5	3
NextFha Mortgage	2100 Main St Ste St., Irvine, CA 92614	94980xxxx0	dav******@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
Inverness Graham Investments LP	15707 Rockfield Blvd, Irvine, CA 92618	94922xxxx0	aam@i************.com
Kallenberger Jones & Co	245 Fischer Ave, Costa Mesa, CA 92626	71443xxxx0	han@k***************.com
AMC Lending Group	9070 Irvine Center Dr, Irvine, CA 92618	94955xxxx0	a.m*******@a************.com
Christina D’Amore - Ameriprise Financial Advisor	25411 Cabot Rd Ste 101 Laguna Hills, CA 92653	94946xxxx1	dns***@a*.com
Hamy Sharifi-Private Client Advisor	4400 Macarthur Blvd, Newport Beach, CA 92660	94979xxxx3	aab**@b**********.com							98589	1302
Frehner Wealth Management	300 Spectrum Center Dr Suite 920, Irvine, CA 92618	94963xxxx1	adm@f**********.com
Wealth Coast - Wealth Management and Insurance Solutions	18575 Jamboree Rd #200, Irvine, CA 92612	94986xxxx0	chr***********@n.com									138
Stamper Capital & Investment	2721 E Coast Hwy, Corona Del Mar, CA 92625	94967xxxx7	sep********************@r**********.com
Prudential Financial	3333 Michelson Dr Ste 820, Irvine, CA 92612	94956xxxx0	a.w***@p*******.com
Young, Tony	20 Pacifica, Irvine, CA 92618	94988xxxx1	aar*****@u.com							228710		241000
Ajilon	4675 Macarthur Ct Ste 470, Newport Beach, CA 92660	94995xxxx4
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
Frausto, Jose, AGT	49 Discovery, Irvine, CA 92618	71460xxxx8	adm@d*********.com
Mitchell Capital Management Inc	3187 Airway Ave, Costa Mesa, CA 92626	71443xxxx2	dgo**@g*************.com
Tranzon Asset Strategies	9980 Irvine Center Dr Ste 100, Irvine, CA 92618	88831xxxx4	adv**@t****.com							11393		12000
The M Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4	acc********@m**********.com
Garcher Investment Properites	9834 Research Dr, Irvine, CA 92618	94933xxxx0
American Gateaway Regional Centers LLC	930 roosevelt DR Ste 325, Irvine, CA 92620	71430xxxx1
Bank of America Financial Center	27752 Antonio Pkwy Ladera Ranch, CA 92694	94936xxxx1	and*****@b**********.com	2.1	31	2	32
Ck Cooper & Company	18300 Von Karman Ave Ste 700, Irvine, CA 92612	94947xxxx2
American Jl Investment Group	1442 Irvine Blvd, Tustin, CA 92780	71450xxxx8
Ameriprise Financial	4425 Jamboree Rd Ste 117, Newport Beach, CA 92660	94938xxxx7	dns***@a*.com
Low, Andrew	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx7	abc*@u.com
Haussmann Financial	23201 Lake Center Dr Ste 300, Lake Forest, CA 92630	80077xxxx0	amy@h*****************.com
Edward Jones - Financial Advisor: Brian W Suttle	25909 Pala Ste 315 Mission Viejo, CA 92691	94945xxxx2	a.j*******@e********.com							87631		100000
First American Trust	5 First American Way, Santa Ana, CA 92707	71464xxxx7	acc********@f****.com	3.2	5					5257		5800	5	1
Walker Financial Advisors	27201 Puerta Real Ste 465 Mission Viejo, CA 92691	94936xxxx1	ber*@w************.com
Versity Investments	20 Enterprise, Aliso Viejo, CA 92656	94954xxxx4	bla@v**********.com							35		43
Birch Capital	5000 Birch St Ste 3000, Newport Beach, CA 92660	88838xxxx7	ale@b******.com
Gardena Financial	1516 W Redondo Beach Blvd, Gardena, CA 90247	42499xxxx9		4.8	35	4.7	159			45
Ehrlich, Andrew, AGT	28202 Cabot Rd, Laguna Niguel, CA 92677	94946xxxx1	dns***@a*.com
Branch Investment Group	901 Dove St, Newport Beach, CA 92660	94975xxxx2
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
Cimco	250 Fischer Ave, Costa Mesa, CA 92626	71436xxxx0
Parallax Capital Partners	23332 Mill Creek Dr Ste 155, Laguna Hills, CA 92653	94929xxxx0	inf@f**************.com
LPL Financial	5015 Birch St, Newport Beach, CA 92660	94955xxxx0	aar******@l.com
H Roark Investment Banking Inc.	4750 Von Karman Ave, Newport Beach, CA 92660	94925xxxx5
Walker Financial Advisors Inc	27201 Puerta Real Ste 465, Mission Viejo, CA 92691	94936xxxx1	ber*@w************.com
Shoreline Financial Services	27201 Puerta Real, Mission Viejo, CA 92691	87732xxxx7	and@a*************.com	3.3	4
Vincent Lovoy	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx4	acc**********@f**********.com
Hunt, Brandon	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4	acc********@m**********.com
Ameriprise Financial	1 Park Plz Ste 600, Irvine, CA 92614	94926xxxx1	ame****************@a*.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
Clearview Wealth Management, LLC	4 Venture suite 120, Irvine, CA 92618	94933xxxx4	abd****@c*********.com	5	2					107		111
MILE Wealth Management	100 Spectrum Center Dr suite 900, Irvine, CA 92618	94944xxxx0	inf@m********.com
Wave Wealth Management	479 Ocean Ave Ste D Laguna Beach, CA 92651	94949xxxx0
Medici Capital	520 Newport Center Dr Ste 620, Newport Beach, CA 92660	94970xxxx5	inf@m****************.com
OC Financial Group	134 Liberty St, Tustin, CA 92782	94937xxxx4	joh@o**************.com
Legacy & Wealth Financial Advisors	300 Spectrum Ctr Dr Ste 400 Irvine, CA 92618	94952xxxx5	imp****@g**.com			5	36
Stephen McGuirk - Financial Advisor, Ameriprise Financial Services	26141 Marguerite Pkwy Ste A, Mission Viejo, CA 92692	94951xxxx3	dns***@a*.com
Strategic Capital	33971 Selva Rd, Dana Point, CA 92629	94927xxxx5
Innovation Investment Group	5 National Pl, Irvine, CA 92602	71460xxxx7
Edward Jones - Financial Advisor: Eric W Connella	23601 Moulton Pkwy Laguna Hills, CA 92653	94946xxxx4	a.j*******@e********.com			4	4			86726		98000
Christenson, Peter	2 Park Plz, Irvine, CA 92614	94997xxxx4	dns***@a*.com							55		57
Maxim Capitol Advisors Inc	4695 Macarthur Ct, Newport Beach, CA 92660	94975xxxx3	ant**@c****************.net
Edward Jones - Financial Advisor: Jonathan Goodwin	24422 Avenida De La Carlota Ste 270 Laguna Hills, CA 92653	94983xxxx5	a.j*******@e********.com							87631		100000
Edward Jones - Financial Advisor: Nathan Kieu	19742 Macarthur Blvd, Irvine, CA 92612	94972xxxx8	a.j*******@e********.com							87631		100000
Healstone Investment	18818 Teller Ave Ste 270, Irvine, CA 92612	94955xxxx4	imp****@g**.com
Christopher Weil & Co Inc	4590 Macarthur Blvd, Newport Beach, CA 92660	94972xxxx4	c18***************************@s***.wixpress									53
Wealth Management Advisers	23441 S Pointe Dr, Laguna Hills, CA 92653	94960xxxx0	jge**@c*****.com					5	19			225
Scottrade - Online Trading & Stock	13209 Jamboree Rd, Tustin, CA 92782	71466xxxx2	dns***@s***.com
GC Group Wealth Management - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx3	abc*****@u.com
The Focal Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx6	acc********@m**********.com
Needelman Asset Management Inc	111 Pacifica Ste 140, Irvine, CA 92618	94945xxxx3	sam@m*********.com
American Funds	6455 Irvine Center Dr, Irvine, CA 92618	94997xxxx0	afi*****@a**********.com	3.9	18					170891		185000
Curtis Ostling-Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx4	acm*********@m**********.com
Tymatt Securities	4023 Birch St, Newport Beach, CA 92660	94925xxxx0
Lifestyle Financial Services	4675 Macarthur Ct, Newport Beach, CA 92660	94983xxxx3	aar*******@s****.com							9472		9500
Comprehensive Financial Inc	16520 Bake Pkwy, Irvine, CA 92618	94950xxxx7	cor**@c***********.com							197	12	215
United American Mortgage	19782 Macarthur Blvd Ste 250, Irvine, CA 92612	94947xxxx0	abe***@u**.com
Kovitz	30 Enterprise Ste 210, Aliso Viejo, CA 92656	94949xxxx5	aar@k***.com
SMS Investment Group	4695 Macarthur Ct, Newport Beach, CA 92660	94997xxxx0	aja*****@s****.com							350	59	359
Buchanan Street Partners	3501 Jamboree Rd Ste 4200, Newport Beach, CA 92660	94972xxxx4	ade**@b***********.com	3.3	3
The Balog Group-Morgan Stanley	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx6	acc********@m**********.com
Monaco Financial	4900 Birch St, Newport Beach, CA 92660	94975xxxx3
Brunel Investment Co	12171 Hermon Dr, Tustin, CA 92782	71473xxxx4
Investment R/E Source	31897 Del Obispo St, San Juan Capistrano, CA 92675	94944xxxx3	lis****@i****************.com
Crossharbor Capital Partners	520 Newport Center Dr, Newport Beach, CA 92660	94943xxxx0	aj@c*****************.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
Medfocus Management Co	13844 Alton Pkwy Ste 131, Irvine, CA 92618	94958xxxx0
Robert E Frohlking, CPA	28202 Cabot Rd Ste 300 Laguna Niguel, CA 92677	94949xxxx9	bob@r*************.com			5	2
O'Neill Tax & Financial	501 N El Camino Real Ste 200, San Clemente, CA 92672	94949xxxx9	inf@i**************.com
Ashley Mountain - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	80530xxxx3	ale***********@t*****.com
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
Belcourt Investments	3501 Jamboree Rd, Newport Beach, CA 92660	94972xxxx4
Prudential Real Estate	23807 Aliso Creek Rd, Laguna Niguel, CA 92677	94942xxxx0
Wells Fargo Private Bank	5 Park Plz, Irvine, CA 92614	94925xxxx6	aar********@w*******.com							155184		11
Hanley Investment Group	3500 E Coast Hwy Ste 100, Corona Del Mar, CA 92625	94958xxxx0	amo*@h*************.com					5	22	353		381
Asset Retention	23171 La Cadena Dr Laguna Hills, CA 92653	94959xxxx9	ang***@a************.com	4.3	6	5	3	4.4	8	127	20	131
Alefi, Ozair	1901 Main St, Irvine, CA 92614	94995xxxx2	acc********@m**********.com
Trusted Policy Funds	23046 Avenida De La Carlota Ste 600, Laguna Hills, CA 92653	94951xxxx8
Sullivan, Mackenzie	800 Newport Center Dr, Newport Beach, CA 92660	94923xxxx0	acc********@m**********.com
Ossola Wealth Management	130 Vantis Dr Ste 135, Aliso Viejo, CA 92656	94925xxxx2	all********@o*****.com
Allan, Garth	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx5	abc*****@u.com
Premier Commercial Brokerage	2192 Dupont Dr Ste 211, Irvine, CA 92612	94925xxxx3
American Healthcare Investors	18191 Von Karman Ave, Irvine, CA 92612	94927xxxx0	ali**@a************************.com
The Reserve Investments	4100 Newport Place Dr, Newport Beach, CA 92660	94977xxxx1	cha*@r***************.com							127	39	131
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
McGregor Financial Group Inc	19762 Macarthur Blvd, Irvine, CA 92612	94972xxxx8
Stifel	27201 Puerta Real Suite 350, Mission Viejo, CA 92691	94923xxxx0	abb**@s***.com	5	1					4782		5200
Edward Jones - Financial Advisor: Bob Josten	307 Marine Ave, Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com							87631		100000
Financial Advisor- Voya Financial	7552 Walnut Ave Ste145 Tustin, CA 92604	71493xxxx0	aar@v*.com			1	9
Falcon Wealth Planning	2030 Main St Fl 13 Irvine, CA 92614	85596xxxx6	cca***@f*****************.com
Edward Jones - Financial Advisor: Mark Denali	27042 Towne Centre Dr Ste 205, Foothill Ranch, CA 92610	94959xxxx7
Wells Fargo Advisors	32222 Camino Capistrano, San Juan Capistrano, CA 92675	94966xxxx8
Morey & Associates	665 Camino De Los Mares Ste 306 San Clemente, CA 92673	94948xxxx1	dva**********@c*****.com	4.9	35	3	2			276	2	277
Wells Fargo Advisors	4590 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx7
Byron Groves Attorney At Law	23232 Peralta Dr Ste 111, Laguna Hills, CA 92653	94958xxxx1	joh****@b****************.com
Cymric Family Office Service	151 Kalmus Dr, Costa Mesa, CA 92626	71464xxxx2
NetCap Ventures Inc	4600 Campus Dr, Newport Beach, CA 92660	94925xxxx2
GOLD KEY Wealth Management	24031 El Toro Rd Ste 330 Laguna Hills, CA 92653	94930xxxx0
Labarthe, Jeff	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2
Strivent Financial	27201 Puerta Real Suite 300, Mission Viejo, CA 92691	80089xxxx3		5	1
Pence Wealth Management - Financial Advisors	5000 Birch St #8000, Newport Beach, CA 92660	94966xxxx7	aay**********@l.com	5	1					1229	37	1297
Brookseed Partners	Trabuco Canyon, CA 92679	94970xxxx1	adm@b******.com
Crown Capital Securities	32244 Paseo Adelanto, San Juan Capistrano, CA 92675	94948xxxx8
Taussig, Josh, CFA	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0	acc********@m**********.com
Edward Jones	2540 Main St Ste W, Irvine, CA 92614	94986xxxx6
Financial Advisor CPA	24301 Muirlands Blvd, Lake Forest, CA 92630	94977xxxx1				5	1
G W Sherwold Associates Inc	22994 El Toro Rd, Lake Forest, CA 92630	94947xxxx0	gar@g********.com									28
Larry Hamm-Thrivent	49 Discovery, Irvine, CA 92618	71429xxxx3	adm@d*********.com
Cooke Wealth Management	18881 Von Karman Ave Ste 1420 Irvine, CA 92612	94972xxxx0	coo******@c***********.com	5	2
Hattermann, Carl J	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx6	abc*****@u.com
Anderson, Scott	1901 Main St, Irvine, CA 92614	94995xxxx9	acc********@m**********.com
Rainmaker Reverse	25152 Windwood Ln Lake Forest, CA 92630	94986xxxx1	c18***************************@s***.wixpress
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
Meece, Douglas	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx6	acc********@m**********.com
Westmont Investment Co	130 Newport Center Dr, Newport Beach, CA 92660	94976xxxx7
Greber Tax Advisors	25231 Paseo De Alicia Ste 205, Laguna Hills, CA 92653	94937xxxx0	and*@g**************.com
Saposh & Malter Inc	15 Vantis Dr, Aliso Viejo, CA 92656	94940xxxx0		5	1
Edward Jones - Financial Advisor: Jason K Somrak	26161 Marguerite Pkwy, Ste D Mission Viejo, CA 92692	94936xxxx5	a.j*******@e********.com			5	1
Viking Investments	17910 Sky Park Cir Ste 200, Irvine, CA 92614	94925xxxx0
Morgan Stanley	28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677	94936xxxx5	acc********@m**********.com	3.7	3										3	2
Advanced Planning Group	4770 Campus Dr, Newport Beach, CA 92660	95177xxxx3	ada@t********.org							51	9
Wells Fargo Advisors	6503 Quail Hill Pkwy, Irvine, CA 92603	94982xxxx0
Focus Wealth Management - Ameriprise Financial Services, LLC	6B Liberty, Ste 225, Aliso Viejo, CA 92656	94966xxxx8	din*******@a*.com	5	2					471	9	472			5	2
Johnson, Mark, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx2	ame****************@a*.com
Option Investments, Inc. (OpVest)	300 Spectrum Center Dr Ste 1030, Irvine, CA 92618	94926xxxx0	aci******@o***.com
Tober & Co Financial Service	635 Camino De Los Mares, San Clemente, CA 92673	94944xxxx3	mar*****@e************.com
Atlas Wealth Management Group, LLC	2372 Morse Ave, Irvine, CA 92614	88847xxxx5	inf@a******.com									35
Sage Point Financial	3723 Birch St, Newport Beach, CA 92660	94975xxxx2	dom**@a*********.com							2795	26	3300
Strada Capital Group	100 Spectrum Center Dr Ste 900, Irvine, CA 92618	94978xxxx0	ana****@s**********.com							6191	113	5900
Griffin Capital Securities	18191 Von Karman Ave, Irvine, CA 92612	94927xxxx0	ada@g************.com
Niki Investments Inc	6622 Irvine Center Dr, Irvine, CA 92618	31047xxxx5
Wia	1 Newport Place Dr, Newport Beach, CA 92660	94985xxxx4
Morgan Stanley Wealth Management	244 W Canada, San Clemente, CA 92672	94949xxxx3
Select Portfolio Management	120 Vantis Aliso Viejo, CA 92656	94997xxxx0				1	2
Saatchi Investment Corp	14200 Culver Dr, Irvine, CA 92604	94973xxxx6
Ricky Martinez Associates Investment	18025 Sky Park Cir, Irvine, CA 92614	94933xxxx1
Baumgardner, Jay	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx8	alb**********@u.com
Morgan Stanley Wealth Management	1221 E Dyer Rd, Santa Ana, CA 92705	71454xxxx0	aar*********@m*********************.com
Prudential Financial	3333 Michelson Dr, Irvine, CA 92612	94944xxxx0	aar*****************@p*******.com							558349		564000
Rpag	120 Vantis Dr Ste 480, Aliso Viejo, CA 92656	94930xxxx9	ash**@r*.com
Sean Little - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	61936xxxx3	ale***********@t*****.com
Wealth Management Advisers	23441 S Pointe Dr #290, Laguna Hills, CA 92653	94960xxxx0
Barney Smith	302 Glenneyre St, Laguna Beach, CA 92651	94946xxxx0		5	2
Align Wealth Advisors	24031 El Toro Rd Ste 210, Laguna Hills, CA 92653	94971xxxx5	inf@a*****************.com	1	1					53	7	58
DW Investment Group	1720 E Garry Ave Ste 220, Santa Ana, CA 92705	94955xxxx8
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
MZ Investment	5400 Trabuco Rd, Irvine, CA 92620	94933xxxx4
Apex Investment Planning Service	18800 Von Karman Ave, Irvine, CA 92612	94966xxxx0	inf@t***.com
Cregg, Roger	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx8	acc********@m**********.com
Bank of England Mortgage	26040 Acero, Ste.114, Mission Viejo, CA 92691	94961xxxx2
Zuk C L & Associates	22936 El Toro Rd, Lake Forest, CA 92630	94947xxxx5	adm@z*********.com
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
BML Wealth Management	2 Park Plz Ste 280 Irvine, CA 92614	94968xxxx5	adv***@b******.net			4.1	7			192	9
DJM Investments	3198 Airport Loop Dr, Costa Mesa, CA 92626	30558xxxx3	dav@d***********.net
Signature Estates and Investment Advisors	2010 Main St, Irvine, CA 92614	94970xxxx8	adm@s*.com
IWM Partners, LPL Wealth Advisors	3 Park Plaza suite 1490, Irvine, CA 92614	71496xxxx0	ahe*****@i********.com	5	1
Vestar/Gray INVESTORS	17622 Armstrong Ave, Irvine, CA 92614	94986xxxx1
Creative Planning	1 Park Plaza #700, Irvine, CA 92614	86627xxxx8	a.j****@c*************.com							6352	125	7200
John Wheeler Investments Inc	7545 Irvine Center Dr, Irvine, CA 92618	31062xxxx8
Algarin, Michael	1901 Main St, Irvine, CA 92614	94995xxxx5	acc********@m**********.com
Thomas E Smith - Financial Advisor, Ameriprise Financial Services	2020 Main St Ste 250, Irvine, CA 92614	94933xxxx0	dns***@a*.com
Trusted Financial Advisors	30101 Town Center Dr Ste 100 Laguna Niguel, CA 92677	94924xxxx7	cyn**@t*************.com			5	3
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
Annette Di Bello, CPA, CFP® - Di Bello Financial Inc.	9870 Research Dr Irvine, CA 92618	94971xxxx0	bbo*@d****************.com			4.2	6
Laguna Wealth Advisors, LLC	24551 Del Prado Ave, Dana Point, CA 92629	94946xxxx6	inf@d************.org	5.011
Oc Realty Advisors	1 Technology Dr, Irvine, CA 92618	61224xxxx0											5	1
D'amore & Associates	25411 Cabot Rd Ste 101, Laguna Hills, CA 92653	94946xxxx1	dns***@a*.com
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
Edward Jones - Financial Advisor: Derek B Greer	429 Avenida De La Estrella Ste 102, San Clemente, CA 92672	94949xxxx4	a.j*******@e********.com							87631		100000
Basdakis Wealth Management Group	114 Pacifica Ste 320 Irvine, CA 92618	94950xxxx5
Edward Jones - Financial Advisor: Jason Jiang	18200 Von Karman Ave Ste 560 Irvine, CA 92612	94975xxxx3	a.j*******@e********.com			5	2
Bridgewater Captial Corp	2 Park Plz, Irvine, CA 92614	94925xxxx0	and@b**********.com
Crandal, Ray	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx7	acc********@m**********.com
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
The Linzmeier Pitcher Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx4	acc********@m**********.com
Steven D Curtis - Financial Advisor, Ameriprise Financial Services, LLC	26060 Acero Ste 109, Mission Viejo, CA 92691	94995xxxx2	dns***@a*.com	5	1
Sage Investco Deux	3837 Birch St, Newport Beach, CA 92660	94995xxxx0
Crossmark Financial	1601 Dove St Ste 199, Newport Beach, CA 92660	94944xxxx0	bry@c***************.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 theMission Viejo Area	94951xxxx9
Michael Beattie - Financial Advisor, Ameriprise Financial Services	30320 Rancho Viejo Rd Ste 15, San Juan Capistrano, CA 92675	94954xxxx9	dns***@a*.com
SageView Advisory Group	1920 Main St Ste 800, Irvine, CA 92614	80081xxxx2	ach@s*************.com							150	6	158
Jay DeRusso	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx8	acc**********@f**********.com
Yao, Yijun	1901 Main St, Irvine, CA 92614	94995xxxx7	acc********@m**********.com
Mark Looft	500 Newport Center Dr Ste 750, Newport Beach, CA 92660	94960xxxx7	abc******@5.com							221279	3553	223000
Edward Jones - Financial Advisor: Robert Brown	27772 Vista Del Lago Ste B-21 Mission Viejo, CA 92692	94946xxxx0	a.j*******@e********.com							87631		100000
Concord Investment Council	9811 Irvine Center Dr, Irvine, CA 92618	94985xxxx0	gid*@c****.com							52	2	53
Integra Equity Partners	111 Pacifica, Irvine, CA 92618	94946xxxx9
Tyler James Pace, CPA, MAFM	3000 Ladrillo Aisle, Irvine, CA 92606	94942xxxx5
Ihp Meridian	100 Bayview Cir, Newport Beach, CA 92660	94985xxxx1	aya@i****.com
Maven Group Investment Strategies	530 Technology Dr Ste 100 Irvine, CA 92618	94939xxxx3	inf@m***********.com	5	11
DPS Financial Service Inc	30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94982xxxx7	pri**************@n*********.net
South Coast Wealth Management	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx7
Nicholas Romero - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	90978xxxx3	ant************@t*****.com
Edward Jones - Financial Advisor: Colin P Smith, CFP®\|CEPA®	905 Calle Amanecer Ste 260, San Clemente, CA 92673	94936xxxx0	a.j*******@e********.com							52		53
Clarke Financial Group	17780 Fitch, Irvine, CA 92614	94922xxxx3	cbo@c****.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
WL Faith Investment Management	28202 Cabot Rd Ste 300 Laguna Niguel, CA 92677	94952xxxx9
Pacific Alternative Asset Management	19540 Jamboree Rd Ste 400, Irvine, CA 92612	94926xxxx0	bbr*@p***.com
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
Death Administration	49 Castletree, Rancho Santa Margarita, CA 92688	71434xxxx1	a.p*******@l.com
Dresden Investment Group Inc	14271 Jeffrey Rd, Irvine, CA 92620	94967xxxx2	dat***************@i**.de
CB Capital Partners Inc	620 Newport Center Dr, Newport Beach, CA 92660	94941xxxx0	dco***@s*****************.com
Prisma Capital Partners LP	19540 Jamboree Rd, Irvine, CA 92612	94926xxxx0	aba****@p*********.com
Edward Jones - Financial Advisor: Ryan P McLaughlin	22362 Gilberto Ste 130 Rancho Santa Margarita, CA 92688	94970xxxx9	a.j*******@e********.com							87631		100000
Needleman Asset Management	1301 Dove St, Newport Beach, CA 92660	94938xxxx0	ach*@m*******.com
Securities America	2082 Michelson Dr, Irvine, CA 92612	94925xxxx5	aad******@s**************.com
SoCal Financial Planning	2552 Walnut Ave Ste 145 Tustin, CA 92780	94937xxxx4				5	1
Pro Investment Consultant	28965 La Carreterra, Laguna Niguel, CA 92677	94949xxxx6
First Allied Securities Inc	1200 Quail St Ste 225, Newport Beach, CA 92660	94947xxxx5	aab@f********.com
Pacifica Wealth Advisors	9870 Research Dr Irvine, CA 92618	94930xxxx0	rob*@p***********.com									510
Casaw, Andrea M	800 Newport Center Dr, Newport Beach, CA 92660	94994xxxx5	acc********@m**********.com
Koren Strategic Investments	1382 Valencia Ave, Tustin, CA 92780	71427xxxx5
William L Knoke, CFP	635 Camino De Los Mares San Clemente, CA 92673	94966xxxx7	6d3***********************************@w***************.com			4.7	10
Westcore Properties	29222 Rancho Viejo Rd, San Juan Capistrano, CA 92675	85862xxxx0	aar@w*****.net							341	118	359
Fidelity Investments	2211 Michelson Dr, Irvine, CA 92612	80033xxxx9	a61**@f*****.com	4	14					320221
Charles Fish Investments	2010 Main St Ste 130, Irvine, CA 92614	94929xxxx0
Miracle Mile Advisors	660 Newport Center Dr, Newport Beach, CA 92660	94971xxxx6	abu**********@m****************.com
Warren Street Wealth Advisors, LLC	4041 MacArthur Blvd Suite 400, Newport Beach, CA 92660	71487xxxx0	bla@w***************.com	5	15
First Foundation Bank	18101 Von Karman Ave Ste 750, Irvine, CA 92612	94920xxxx0	ada@f****************.com
HighMark Financial Solutions Group	34188 Pacific Coast Hwy Suite D, Dana Point, CA 92629	80056xxxx8	cha******@h********.com
Silverwood Investment	19772 Macarthur Blvd, Irvine, CA 92612	94975xxxx0
Owen Zhang - OZ Wealth Management	530 Technology Dr Ste 100 Irvine, CA 92618	94952xxxx3	zha*******@g**.com			5	19
Edward Jones - Financial Advisor: Robert P Johnston	1 Orchard Ste 200, Lake Forest, CA 92630	94946xxxx0	a.j*******@e********.com									39
Cambridge Companies	660 Newport Center Dr, Newport Beach, CA 92660	88861xxxx6	abd****@c*********.com
South Coast Investment Properties	3151 Airway Ave, Costa Mesa, CA 92626	71454xxxx0	add**@e****.com							93375	122	93000
O C Investment Pros	2312 Park Ave, Tustin, CA 92782	94937xxxx9
Gold Alliance	Serving theMission Viejo Area	80045xxxx7
U.S. Bancorp Investments - Financial Advisors: Laguna Niguel	30000 Town Center Dr, Laguna Niguel, CA 92677	94936xxxx8	aar**********@u***.com	3.34						345639	5047	348000
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
Clinton Brown Financial	1181 Puerta Del Sol Ste 100 San Clemente, CA 92673	94931xxxx2	con**@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
EHG Financial Planning Services	9870 Research Dr Irvine, CA 92618	94947xxxx1	cal****@e*********.com		62
Watermark Capital	100 Spectrum Center Dr Ste 520 Irvine, CA 92618	80089xxxx5	bwi***@w**************.com			4.4	379
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
Wirth Financial Services	17941 Mitchell S, Irvine, CA 92614	94985xxxx5	joh@t*******.com	5	2
Merrill Lynch Wealth Management	24422 Avenida De La Carlota Ste 400, Laguna Hills, CA 92653	94985xxxx0	ban*******************@m.com
Greenlaw Strider Investors Pro	18301 Von Karman Ave, Irvine, CA 92612	94933xxxx0
Wells Fargo Advisors	2677 Park Ave, Tustin, CA 92782	71456xxxx0
Sterling Financial Advisors	25950 Acero #310, Mission Viejo, CA 92691	94985xxxx0	bra******@s*******.com	5	1
Derek Greer - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	der******@a*.com
PruVise, Inc	4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660	94979xxxx4	leg@c**********.com			5	1
Trust Deed Capital	120 Newport Center Dr, Newport Beach, CA 92660	94948xxxx6	a@t***************.com		23
Gilgen Investment Inc	20770 Lake Forest Dr, Lake Forest, CA 92630	94991xxxx8
M a H Invest	10 Doheny, Laguna Niguel, CA 92677	94924xxxx3
Oceanview Investments	160 S Coast Hwy, Laguna Beach, CA 92651	94971xxxx2
Baker Jensen Invstmnt Advisors	1001 Dove St Ste 240, Newport Beach, CA 92660	94983xxxx0
U.S. Bank – Wealth Management Banker: Steven Solis	27211 La Paz Rd, Laguna Niguel, CA 92677	94936xxxx5	aar**********@u***.com	5.01
Steve Nassau - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx5	abc*****@u.com
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
Scott McEwan-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx3	acc********@m**********.com
Belcourt Investments Inc	3 San Joaquin Plz, Newport Beach, CA 92660	94972xxxx0
Edward Jones - Financial Advisor: Tim Werth	25950 Acero Ste 320 Mission Viejo, CA 92691	94958xxxx4	a.j*******@e********.com							87631		100000
The Collier Buri Group at Morgan Stanley-Morgan Stanley	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx6	acc********@m**********.com
Monarch Bay Securities	5000 Birch St Ste 4800, Newport Beach, CA 92660	94937xxxx0	ada@b*********.com									153
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
Nevine Carmelle	Irvine, CA 92620					5	1
Professional Equities Inc	23201 Mill Creek Dr Ste 300, Laguna Hills, CA 92653	94995xxxx7	907***********************************@w***************.com
Hsu Investment Company	1491 Santa Fe Dr, Tustin, CA 92780	71425xxxx8
Edward Jones - Financial Advisor: James B Johnson	27001 Moulton Pkwy, Aliso Viejo, CA 92656	94936xxxx4	a.j*******@e********.com
Kenrock Investment	19000 Macarthur Blvd, Irvine, CA 92612	94944xxxx3
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
Sterne Agee Equity Capital	620 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94972xxxx1	age****@s*******.com
Firehorse Enterprise	25422 Trabuco Rd Suite 105-246, Lake Forest, CA 92630	95170xxxx3
Couyoumjian Asset Mgnt	15145 Woodlawn Ave, Tustin, CA 92780	71421xxxx4	ach********************@g**.com
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
Circle J Investment Co	1501 La Loma Dr, Santa Ana, CA 92705	71454xxxx2
Edward Jones - Financial Advisor: Stephen Roh	18200 Von Karman Ave Ste 560, Irvine, CA 92612	94975xxxx3
McGuirk, Stephen	26141 Marguerite Pkwy, Mission Viejo, CA 92692	94951xxxx3	dns***@a*.com
Caligiuri Investment Svc	458 Gaviota, Newport Beach, CA 92660	71454xxxx0
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							345639	5047	348000
Trinity Investments	23161 Mill Creek Dr Ste 320, Laguna Hills, CA 92653	94959xxxx0	aag****@t***************.com
Rockwater Financial Services	620 Newport Center Dr, Newport Beach, CA 92660	94972xxxx9	aco@e***********.com
Konex A V Inc	22600 Lambert St, Lake Forest, CA 92630	94947xxxx0	che***@i***********.com					4.6	25	1445	2	1400
Loynes, James R, CFA	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx6	acc********@m**********.com
Windfall Advisors	620 Newport Center Dr Ste 1100 Newport Beach, CA 92660	31040xxxx4	inf@w**************.com
Beattie, Michael	30320 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94954xxxx9	dns***@a*.com
KNR Consulting Group & Wealth Management	28202 Cabot Rd # 445, Laguna Niguel, CA 92677	94921xxxx0		5	3
Tangeman Wealth Management	27281 Las Ramblas Suite 138, Mission Viejo, CA 92691	87725xxxx6	kir***********@l.com									72
RCP Advisors	1111 Bayside Dr, Corona Del Mar, CA 92625	94933xxxx0	aab*@r********.com
Gold Coast Financial Group	2753 Camino Capistrano, San Clemente, CA 92672	94954xxxx0	adm@m***********.com
Edward Jones - Financial Advisor: James Fullenkamp, CEPA®	32451 Golden Lantern Ste 305, Laguna Niguel, CA 92677	94924xxxx2	a.j*******@e********.com									4
Bank of America Financial Center	299 Ocean Ave Laguna Beach, CA 92651	94949xxxx0	abd*****@b*.com	2.9	15	2	32
Aarons Vilma M Attorney	23521 Paseo De Valencia, Laguna Hills, CA 92653	94945xxxx5
Edward Jones - Financial Advisor: Tammy McKennon	3 Monarch Bay Plz, Dana Point, CA 92629	94948xxxx3	a.j*******@e********.com							87631		100000
Coto Insurance & Financial Services	200 Spectrum Center Dr Ste 150 Irvine, CA 92618	94985xxxx0	ana**@c**********.com			3.9	11
Roman Risk & Insurance Services	8707 Research Dr, Irvine, CA 92618	94968xxxx2	inf@i****.com									94
Doug Jones Associates	26477 Rancho Pkwy S, Lake Forest, CA 92630	94969xxxx0	acc*****@j***********.com
Yocam, Joshua	1901 Main St, Irvine, CA 92614	94980xxxx4	acc********@m**********.com
Compass Diversified Holdings	2010 Main St, Irvine, CA 92614	94933xxxx3	cod**************************@c**********.com
Solana Investments Inc	23641 Via Linda, Mission Viejo, CA 92691	94921xxxx0
Bright Wealth Advisors	400 Spectrum Center Dr Floor 19, Irvine, CA 92618	94927xxxx4	hen@b*****************.com	5	3							164
Edward Jones - Financial Advisor: Michael J. Hernan	23101 Lake Center Dr Ste 340 Lake Forest, CA 92630	94969xxxx3	a.j*******@e********.com							87631		100000
Marino Investment Company	3636 Birch St Ste 200, Newport Beach, CA 92660	94997xxxx2	eri@m***************.com
KYL Enterprise Inc	13816 Red Hill Ave, Tustin, CA 92780	90966xxxx6
Wells Fargo Advisors	Laguna Beach, CA 92651	94949xxxx8	a-w*************@w***************.com
Ryan Morrissey-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx7	acc********@m**********.com
Mka Capital Group Advisors	1 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94972xxxx0	adm@m***.com
Andy Tran - Edward Jones	999 Corporate Dr Ste 205 Ladera Ranch, CA 92694	94934xxxx3
Wells Fargo Advisors	260 Ocean Ave, Laguna Beach, CA 92651	94949xxxx4
Tetrad Investments	15190 Kensington Park Dr, Tustin, CA 92782	71469xxxx4	d.j@d***********.com	4	519
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
Santee Street Assoc	69 E Yale Loop, Irvine, CA 92604	94955xxxx6
Innovate Partners Inc	20371 Irvine Ave, Newport Beach, CA 92660	94950xxxx2	and*********@i****************.com
Spilly-Shahinian, Karen	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx1	ban*******************@m.com
Pacific Specialty Investment Group	4100 Campus Dr, Newport Beach, CA 92660	94937xxxx0	agu**********@g**.com
Optivest Wealth Management	24901 Dana Point Harbor Dr Ste 200 Dana Point, CA 92629	94936xxxx6	ash*@o********.com
Hammett, Michael Robert	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx2	abc*@u.com
RLH Equity Partners	18300 Von Karman Ave, Irvine, CA 92612	94942xxxx0	aad*@r******.com
Daniel Dubois	6B Liberty Ste 130 Aliso Viejo, CA 92656	94938xxxx7	dan@d********.com	3.4	5	3.8	10
Michael Pepper-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx6	acc********@m**********.com
Azk Investment	770 Roosevelt, Irvine, CA 92620	94939xxxx9
Branch Investment Group	20341 SW Birch St, Newport Beach, CA 92660	94975xxxx2
LPL Financial	24832 Los Gatos Dr, Laguna Hills, CA 92653	71443xxxx5	aar******@l.com							20010	214	21000
Wedbush Securities Inc	500 Newport Center Dr, Newport Beach, CA 92660	21368xxxx0	a.c@w****.com							4507	289	4500
Sheridan Capital Advisory	17870 Sky Park Cir, Irvine, CA 92614	94959xxxx0	abr***@s********.com
Drake-Kerrison, Gianna	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx6	abc*****@u.com
Financial Portfolio	30732 Calle Barbosa, Laguna Niguel, CA 92677	94971xxxx9	inf@p****************.com
Markwood Capital Alliance Inc	6 Hutton Centre Dr, Santa Ana, CA 92707	71454xxxx0	cha@m*************.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
J Y & J A Investment	15435 Jeffrey Rd, Irvine, CA 92618	94955xxxx0
Edward Jones - Financial Advisor: Travis C Macaluso	25909 Pala Ste 315 Mission Viejo, CA 92691	94945xxxx2	a.j*******@e********.com							87631		100000
Certus Financial Group	25909 Pala Ste 380 Mission Viejo, CA 92691	94936xxxx3	aly**@i****.com
Langston, Corey	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx6	acc********@m**********.com
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
RCP Advisors	620 Newport Center Dr, Newport Beach, CA 92660	94921xxxx0	a.j*******@e********.com
Coastal Wealth Inc.	28202 Cabot Rd Suite 260, Laguna Niguel, CA 92677	94945xxxx4	inf@c***.com							120		118
Edward Jones - Financial Advisor: Stephanie Bartels	2540 Main St, Irvine, CA 92614	94986xxxx6	a.j*******@e********.com							87358		99000
Sarah Nagel, CPA	23193 La Cadena Dr Ste 104 Laguna Hills, CA 92653	94929xxxx8	sna*@s*******.com			4.8	29
Todd Avakian	9851 Irvine Center Dr Ste 100 Sierra Pacific Mortgage Irvine, CA 92618	94963xxxx4	bob*******@s******************.com			5	18	5	14	166		165
Miramontes Capital	4701 Teller Ave Newport Beach, CA 92660	80046xxxx5	ang********@m**************.com	5	25	4.3	23			1920	6	1900
Adam MacDonald	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx4	add******@f**********.com
Stifel \| Ron Witter	520 Newport Center Dr Ste 1500, Newport Beach, CA 92660	94925xxxx9
Accredited Investment Management	2030 Main St Ste 1300, Irvine, CA 92614	94967xxxx5	abh*********@k*.com
Hansen Pierce Wealth Management Group	400 Spectrum Ctr Dr Ste 2000 Irvine, CA 92618	94927xxxx0
Wells Fargo Advisors Financial Network	15 Corporate Plaza Dr Ste 210, Newport Beach, CA 92660	94920xxxx0
Mizrahi Investments	450 Newport Center Dr, Newport Beach, CA 92660	94928xxxx6
Village Northwest	24670 Royale Rdg, Laguna Niguel, CA 92677	94924xxxx0
Jmr Capital Partners	1805 Laguna Canyon Rd, Laguna Beach, CA 92651	80042xxxx5
Cacciamatta, Victoria	1901 Main St, Irvine, CA 92614	94995xxxx1	acc********@m**********.com
Dahl, James E	20 Pacifica, Irvine, CA 92618	94945xxxx8	abc*****@u.com
Towneley Capital Management	23197 La Cadena Dr Laguna Hills, CA 92653	94983xxxx0	car*@t*****.com	5	2	5	1
Reckinger, Robert A	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx9	acc********@m**********.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
Gregory Zappas	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx4	aos***@f**********.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
TD Ameritrade	27201 Puerta Real #100, Mission Viejo, CA 92691	94934xxxx0	aam*********@t*********.com	2	4
Bob Hill Wealth Management	30448 Rancho Viejo Rd #180, San Juan Capistrano, CA 92675	94938xxxx5		5.01
Advanced Financial Strategies Inc	5 Hubble, Irvine, CA 92618	94945xxxx0	pie*@w.afsplanning
Wealth Management Solutions	4000 Macarthur Blvd, Newport Beach, CA 92660	94947xxxx0	inf@w*****.com							58	4	62
Bharmal and Associates	2082 Business Center Dr Ste 190 Irvine, CA 92612	71489xxxx6	ale****@b********.com			4.8	149
Wealth Management & Business Concepts	23201 Lake Center Dr Lake Forest, CA 92630	94982xxxx2
Mission Capital Advisors	23 Corporate Plaza Dr Ste 120, Newport Beach, CA 92660	94970xxxx1	adr*****@m*******.com
Chase Douglas - State Farm Insurance Agent	23101 Moulton Pkwy Ste 103 Laguna Hills, CA 92653	94920xxxx1	cha@c*********.com			4.6	22			239	3
Douglas Investments Co	4642 Kimberwick Cir, Irvine, CA 92604	94955xxxx1
Jordan Liebling - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	76083xxxx5	ale***********@t*****.com
Zions Bank	24531 Ladera Dr, Mission Viejo, CA 92691	94945xxxx8
Prudential Financial	14200 Culver Dr, Irvine, CA 92604	94955xxxx1	abc*****@p*******.com
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
Merrill Lynch Wealth Management Advisor Jay Tamkoc	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx5	ale********@m.com	4	4
SWAN Wealth Management Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Edward Jones - Financial Advisor: Michael J Kosolcharoen	999 Corporate Dr Ste 205 Ladera Ranch, CA 92694	94934xxxx3	a.j*******@e********.com							87631		100000
Silversage Advisors	19200 Von Karman Ave Ste 500, Irvine, CA 92612	94922xxxx5	dsa*@s***************.com
C A Investments & Loan	1161 Orlando St, Tustin, CA 92780	71474xxxx1
Hall Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx1	a.h*@h*****.com	5	1
Collins Bay Island Securities	1111 Bayside Dr, Corona Del Mar, CA 92625	94964xxxx1	bud@c*******.com
CFI Inc	30 Corporate Park, Irvine, CA 92606	94929xxxx0	anh@c*********************.com
Girard Securities	203 Avenida La Cuesta, San Clemente, CA 92672	94942xxxx9
Securities America Inc	18952 Macarthur Blvd, Irvine, CA 92612	94975xxxx0	aad******@s**************.com
iAsset Property Management	9801 Irvine Center Dr, Irvine, CA 92618	94939xxxx1	con******@i*******.com
Back Bay Investment Group	3857 Birch St Ste 195, Newport Beach, CA 92660	91949xxxx6
N B Pelican Investment Inc	7700 Irvine Center Dr, Irvine, CA 92618	94938xxxx0	a.b****@h**********.com
Power Gateway Investment Co Ltd	31103 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94993xxxx3
Rockwater Financial Services	2010 Main St Ste 130, Irvine, CA 92614	94925xxxx0
Irvine Bookkeeping	2372 Morse Ave Ste 9 Irvine, CA 92614	94954xxxx0	c18***************************@s***.wixpress			5	45
TideRock Financial, LLC		94921xxxx2	inf@t***************.com									13
Kuber Investments	Irvine, CA 92618	94933xxxx4	inf@k**************.com
Insite Investment Realty	4001 Macarthur Blvd Ste 103, Newport Beach, CA 92660	94967xxxx0
Spotlight Funds Management	1990 S Coast Hwy, Laguna Beach, CA 92651	94971xxxx0
Eagle Tax Res - California	100 W Main St Ste 7 Tustin, CA 92780	94941xxxx5	eag**********@d***************.com			4.7	84
Kelley, Katie	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx7	acc********@m**********.com
Newport Wealth Advisors	4695 MacArthur Ct Fl 11 Newport Beach, CA 92660	87769xxxx7	a@n********************.com			4.2	5
Margolis Enterprises	567 San Nicolas Dr Ste 360, Newport Beach, CA 92660	94971xxxx0	aad********@c******.com							400216		406000
Medisci Venture Corp	806 Avenida Pico, San Clemente, CA 92673	94954xxxx7
Wells Fargo Advisors	520 Newport Center Dr Ste 1700, Newport Beach, CA 92660	94964xxxx0	aar**********@w***************.com
Boutique Investments	108 Onyx Ave, Newport Beach, CA 92662	94947xxxx1
Wedbush Securities	1600 Newport Center Dr Ste 100, Newport Beach, CA 92660	94971xxxx0	a.c@w****.com							4508	289	4500
Villasenor, Nicholas	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx8	abc*@u.com
Roney, Gary	28202 Cabot Rd, Laguna Niguel, CA 92677	94923xxxx4	acc********@m**********.com
Zeiger Capital Management Inc	2192 Martin, Irvine, CA 92612	94975xxxx9
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
Shaw, Robert	1901 Main St, Irvine, CA 92614	94980xxxx9	acc********@m**********.com
Forrest Binkley & Brown	2721 E Coast Hwy, Corona Del Mar, CA 92625	71439xxxx8
The McEwan Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0	acc********@m**********.com
Win-Team	560 Wald Irvine, CA 92618	94933xxxx0	a.r****@w*****.org			5	1
Brian Friestman - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx7	bri**********@a*.com
B Riley & Company Inc	4675 Macarthur Ct, Newport Beach, CA 92660	94985xxxx1	ali**@b*****.com
Principal Financial Group	18101 Von Karman Ave, Irvine, CA 92612	94947xxxx0	a.s**@p******.com							68212	230	70000
Corellia Finance & Tax	511 E 1st St Ste H Tustin, CA 92780	94922xxxx1	inf@c*********.com			4.9	35
PacificView Wealth Management	19200 Von Karman Ave #400, Irvine, CA 92612	94962xxxx4	ala@p**********.com	5	1
Executive Capital	4695 Macarthur Ct, Newport Beach, CA 92660	94938xxxx4	inf@b*********.com							9455	7	9700
RailWorks Corporation	5405 Alton Pkwy, Irvine, CA 92604	95246xxxx7	aan*@r******.com
Dhe Investment Inc	2082 Business Center Dr, Irvine, CA 92612	88832xxxx6
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
Klein Financial Advisors	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx0	geo*@g*****.com									225
Alliance West Mortgage	2 S Pointe Ste 110 Lake Forest, CA 92630	85529xxxx3	aar*@a****.com			5	54
Bailey Financial Management and Insurance Services	15615 Alton Pkwy Ste 450 Irvine, CA 92618	71483xxxx1	inf@t*********.com			5	2
Kanani Advisory Group	16510 Bake Pkwy Ste 100 Irvine, CA 92618	87782xxxx7	clo*@k****************.com			4.5	20			248	9	267
Liolios Group Inc	20371 Irvine Ave Ste 100, Newport Beach, CA 92660	94957xxxx0
The Woo Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx8	acc********@m**********.com
Olson Management	4000 Westerly Pl, Newport Beach, CA 92660	94947xxxx1	aad******@s**************.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
Davlyn Investments	999 Corporate Dr, Ladera Ranch, CA 92694	94975xxxx0	ada****@d**************.com
Clearview IP	20341 SW Birch St, Newport Beach, CA 92660	94987xxxx9	jan@c*****.com
Richland Communities	3161 Michelson Dr, Irvine, CA 92612	94926xxxx0	bco**@r****************.com
Pence Wealth Management	5000 Birch St Ste 8000 Newport Beach, CA 92660	80073xxxx3	aay**********@p********.com			2	1			1233	37	1300
Orange County Wealth Management Company	23046 Avenida De La Carlota Ste 150 Laguna Hills, CA 92653	94974xxxx5				3	2
Bank of America Financial Center	26821 Trabuco Rd Mission Viejo, CA 92691	94995xxxx2	ami*******@b*.com	2.4	40	1.9	46			945629		29
Evans, Chad L	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx9	acc********@m**********.com
BCC Capital Partners	4685 Macarthur Ct, Newport Beach, CA 92660	80053xxxx7
Clarity Capital Partners	5000 Birch St Ste 100, Newport Beach, CA 92660	80080xxxx6	bba*@c**************.com
Sagent Capital	4675 Macarthur Ct, Newport Beach, CA 92660	94975xxxx7	cha**********@s*****.com
Progressive Strategies Financial Group	27281 Las Ramblas Suite 138, Mission Viejo, CA 92691	94920xxxx0	tor@p********.com	5	10
Claremont Financial Group Inc	245 Fischer Ave, Costa Mesa, CA 92626	71454xxxx0	dan@c*****************.com
Lion Capital Investment Group	2222 Michelson Dr, Irvine, CA 92612	94974xxxx7
J Cal Investments	2699 White Rd, Irvine, CA 92614	94970xxxx6
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
Ambit	4630 Campus Dr, Newport Beach, CA 92660	86638xxxx1
California Coastal Loans	26381 Crown Valley Pkwy Ste 230 Mission Viejo, CA 92691	94972xxxx6	amy@c*************.com			5	134
U.S. Bank - Wealth Management Banker: Nataliia Romriell	24340 El Toro Rd, Laguna Woods, CA 92637	94923xxxx9	aar**********@u***.com
Edward Jones - Financial Advisor: Diane E Wegener	1100 S Coast Hwy, Laguna Beach, CA 92651	94949xxxx9	a.j*******@e********.com							111
Laura Hahamian - State Farm Insurance Agent	23792 Rockfield Blvd Ste 220 Lake Forest, CA 92630	94960xxxx0	lau@l**********.com			5	55			266	159
Orange County’s Credit Union	21791 Lake Forest Dr Ste 110 Heritage Hill Plaza Lake Forest, CA 92630	88835xxxx8	bne**@o************.org	3.7	42	4.2	90
Wells Fargo Advisors	22371 Antonio Pkwy, Rancho Santa Margarita, CA 92688	94958xxxx9
Edward Jones - Financial Advisor: Ken Stelts	29122 Rancho Viejo Rd Ste 113 San Juan Capistrano, CA 92675	94934xxxx9	a.j*******@e********.com							87631		100000
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
Harvey & Sobek	23120 Alicia Pkwy Ste 100 Mission Viejo, CA 92692	94993xxxx9
SPJ Investments	6781 Quail Hill Pkwy, Irvine, CA 92603	94941xxxx9
Buckingham Strategic Wealth	3 Park Plz Ste 420, Irvine, CA 92614	87769xxxx2	adm@b**************.com							553	6	650
Muller Capital Investments	28241 Crown Valley Pkwy, Laguna Niguel, CA 92677	94970xxxx2
Sutro & Company	310 Newport Center Dr, Newport Beach, CA 92660	94972xxxx1
PJC Investments Inc	28112 San Lucas, Mission Viejo, CA 92692	94982xxxx5
Lavit Services	6180 Riverside Dr, Chino, CA 91710	90959xxxx9		5	12	4.9	157
Investments By Mark	2681 Pullman St, Santa Ana, CA 92705	71498xxxx0
Antwone O'Quinn - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx0	abc*@u.com
MetLife	1301 Dove St Ste 200, Newport Beach, CA 92660	94986xxxx1	a@m******.com
Ameriprise Financial Services Inc	2 Park Plz, Irvine, CA 92614	94925xxxx0	dns***@a*.com
Cambridge-Forbes	34352 Starboard Lantern, Dana Point, CA 92629	94925xxxx4
Peshke Financial	Mission Viejo, CA 92691	87797xxxx0	cha@p*************.com	5	13	4.9	124			344		327
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
VisionWise Capital	27525 Puerta Real suite 100-164, Mission Viejo, CA 92691	94944xxxx0	ali*@v**************.com	2.723
1st National Capital Corp	26050 Towne Centre Dr, Laguna Hills, CA 92653	94970xxxx0	abl*@f*****.com
Coleman, Neal	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx3	acc********@m**********.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
Theresa Allen	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx5	acc**********@f**********.com
Ladenburg Thalmann & Co	26561 Rancho Pkwy S, Lake Forest, CA 92630	21240xxxx0	abr*******@l******.com
The Bullock Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx5	acc********@m**********.com
Watson-Hall Investments	24822 Solano Ct, Laguna Hills, CA 92653	94983xxxx6
The Tax Experts Group	30011 Ivy Glenn Dr Ste 224 Laguna Niguel, CA 92677	94950xxxx0	jac@o*******************.com			4.4	27
Coatal Capital Funding Inc	1300 Bristol St N, Newport Beach, CA 92660	94966xxxx0	a@a**************.com					5	216	608		623
Newport Center Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94971xxxx7	abc*@u.com
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
Peterson, Rex B	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4	acc********@m**********.com
Cooper McManus Wealth Management	9870 Research Dr, Irvine, CA 92618	61255xxxx5	aco**@c**********.com	5	2
Hitzler, Gary, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx5	ame****************@a*.com							132834
Edward Jones - Financial Advisor: Tim Werth, AAMS™	25950 Acero Suite 320, Mission Viejo, CA 92691	94958xxxx4	a.j*******@e********.com							87632		100000
Downie Financial Group- Dave Ramsey’s Smartvestor	26050 Acero Mission Viejo, CA 92691	71490xxxx5	cli@c********.com	5	9	4.7	44
Emme's Asset Management Co	3161 Michelson Dr, Irvine, CA 92612	94985xxxx0	mem@e***.com
A K Financial	6 Venture, Irvine, CA 92618	94978xxxx0	ak@a***************.com