Business List: Wealth Management in Laguna Beach, 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
Edward Jones	940 S Coast Dr, Costa Mesa, CA 92626	71448xxxx9	a.j*******@e********.com									226
Woodson Wealth Management	San Diego, CA 92130	85892xxxx0	adm@w******.com			3	2			188	57
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
Northern Trust	660 Newport Center Dr Suite 1100, Newport Beach, CA 92660	94971xxxx0	ams***********@n*.com	4.5	4					9138		9600
Mary Ghobry	28641 Marguerite Pkwy, Mission Viejo, CA 92692	94954xxxx3	abc*****@f**********.com							12452		13000
Flagstar Bank	949 S Coast Dr, Costa Mesa, CA 92626	71454xxxx0	a.d****@f*****.com	1.5	2
Maureen Flanagan	3991 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx0	aos***@f**********.com
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 Ste D, Mission Viejo, CA 92692	94936xxxx5	a.j*******@e********.com
Five Crowns Capital	2721 W Coast Hwy, Newport Beach, CA 92663	94934xxxx8	ali*@f**************.com									137
Ascendiant Securities	4 Park Plz, Irvine, CA 92614	94925xxxx2	aow@a*******.com
Voorhees Wealth Management Group	520 Newport Center Dr, Newport Beach, CA 92660	94925xxxx5		5	1
Sun Pacific Group	17595 Harvard Ave, Irvine, CA 92614	94951xxxx9
Wells Fargo Advisors	27250 Alicia Pkwy, Laguna Niguel, CA 92677	94983xxxx8			36
Black Unicorn Enterprise	Laguna Beach, CA 92651	32376xxxx5
Signature Resources Capital Management, LLC	120 Newport Center Dr #100, Newport Beach, CA 92660	94926xxxx6	ale@s*********.com	1	1
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
AB Capital	15 Corporate Plaza Dr, Newport Beach, CA 92660	94949xxxx0
Pelorus Equity Group	124 Tustin Ave Suite 200, Newport Beach, CA 92663	94972xxxx3	inf@p*******.com
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
Finney Brokerage Inc	2920 Newport Blvd, Newport Beach, CA 92663	94967xxxx0
Katiana Jamm - Financial Advisor, Ameriprise Financial Services	1 Park Plz Ste 600, Irvine, CA 92614	94938xxxx6	dns***@a*.com							184	24	189
Independent Financial Group	881 Dover Dr, Newport Beach, CA 92663	94964xxxx5
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
APL Wealth Management Group, Inc.	28202 Cabot Rd #300, Laguna Niguel, CA 92677	94948xxxx1	ali***@a***.com
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
Modern CPAs	250 Newport Center Dr Newport Beach, CA 92660	94961xxxx0	inf@m********.com
Perlmutter Investment Co	512 Harbor Island Dr, Newport Beach, CA 92660	94942xxxx5
Money Matters With Ken Moraif	4695 Macarthur Ct, Newport Beach, CA 92660	94939xxxx0	aar@m*********.net
Kango Group	3334 E Coast Hwy Ste 110 Corona Del Mar, CA 92625	84486xxxx3	inf@k********.com
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
Wealth Management Network	610 Newport Center Dr Ste 280, Newport Beach, CA 92660	94972xxxx0	inf@r********.com
Edward Jones - Financial Advisor: John Thomas Patton	940 S Coast Dr Ste 250, Costa Mesa, CA 92626	71448xxxx9
Royal Alliance	30110 Crown Valley Pkwy # 208, Laguna Niguel, CA 92677	94954xxxx6	adi@r**********.com	5	1					2794	26	3300
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
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
Securities America	2350 Main St, Irvine, CA 92614	71468xxxx8
Cochran Investment Company	2512 Chambers Rd, Tustin, CA 92780	71473xxxx0	kel******@c**************.com
Luke Cattau - Thrivent	959 S Coast Dr Ste 374, Costa Mesa, CA 92626	94926xxxx2	adm@d*********.com		28					411589
Townsend Investments Inc	787 Windward Way, Costa Mesa, CA 92627	71472xxxx3
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
The Roney Group - Morgan Stanley	28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677	94923xxxx4	acc********@m**********.com
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
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 theLaguna Beach Area	94924xxxx0
Brett Mountain-Thrivent	49 Discovery, Irvine, CA 92618	94983xxxx1	adm@d*********.com
Advantage Financial Advisory Group	2 Venture Ste 240, Irvine, CA 92618	94946xxxx0	inf@f********************.com
Efh	2140 Ocean Way, Laguna Beach, CA 92651	94949xxxx5
Daniel Cucuiat - Signature Resources	2601 Main St Ste 700, Irvine, CA 92614	94979xxxx4	inf@s***.com							84		96
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
Sail Venture Partners	3161 Michelson Dr Ste 750, Irvine, CA 92612	94939xxxx0	aha**@s********.com
Bjr Capital Holdings	2301 Dupont Dr, Irvine, CA 92612	94930xxxx7
Edward Jones - Financial Advisor: Tammy McKennon	3 Monarch Bay Plz Ste 107 Dana Point, CA 92629	94961xxxx5	a.j*******@e********.com							86646		98000
Stephenson & Co	16411 Scientific, Irvine, CA 92618	94972xxxx5	bra@s*****************.com
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
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
Fabian Wealth Strategies	3070 Bristol St, Costa Mesa, CA 92626	71466xxxx3	mar****@m***********.com							2748	28
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
Signature Legacy Wealth Advisors - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94971xxxx6		5.01
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
Oppenheimer & Co Inc	146 Cliff Dr, Laguna Beach, CA 92651	94937xxxx2	dom******@o*.com
Newport Partners	9 Cushing, Irvine, CA 92618	94992xxxx0	bdo***@n************.com
Stamm Investment Corp	12 Kent Ct, Ladera Ranch, CA 92694	94932xxxx1
Baldwin Wealth Planning	660 Newport Center Dr Ste 550, Newport Beach, CA 92660	94999xxxx8
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
Edward Jones - Financial Adviser: James B Johnson	27001 Moulton Pkwy, Laguna Hills, Ca 92656	94936xxxx4	acc********@e********.com							86737		98000
Villegas & Associates	317 S Brand Blvd, San Fernando, CA 91340	81853xxxx0				4.8	100
American Discovery Energy Inc	27068 La Paz Rd, Aliso Viejo, CA 92656	94960xxxx1	inf*******@u*****.com	4.2	50			5	7	527	11	529
Skelly, Tim	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4	acc********@m**********.com
Finn Financial Group	260 Newport Center Dr #100, Newport Beach, CA 92660	94999xxxx2	dan@f*****************.com	5	6
Olde Discount	23764 Mercury Rd, Lake Forest, CA 92630	94947xxxx0	san*****@y**.com	4.4	172			4.6	93	587	893	598
Lifebase Advisors Inc	2700 Newport Blvd, Newport Beach, CA 92663	94967xxxx3
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
Bank of America Financial Center	23711 Moulton Pkwy Laguna Hills, CA 92653	94995xxxx7	alc*********@b**********.com			1.9	29
Ashley Mountain-Thrivent	49 Discovery, Irvine, CA 92618	80530xxxx3	adm@d*********.com
Tsai, Meng	1901 Main St, Irvine, CA 92614	94995xxxx5	acc********@m**********.com
Petra Chien	3991 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx9	acc**********@f**********.com
Summit Healthcare REIT, Inc	23382 Mill Creek Dr, Laguna Hills, CA 92653	94953xxxx2	bni******@s*****************.com
Chase Bank	551 Newport Center Dr Newport Beach, CA 92660	94964xxxx0	acc********@c**.com	4.2	13	3.2	23
Umpqua Bank	20 Pacifica, Irvine, CA 92618	94934xxxx9	aar*******@u*******.com							50686	639	49000
Pathway Capital Management	18101 Von Karman Ave Ste 330, Irvine, CA 92612	94962xxxx0
Securities America	18300 Von Karman Ave Ste 400, Irvine, CA 92612	94947xxxx1	aad******@s**************.com
First Republic Bank	2800 E Coast Hwy, Corona Del Mar, CA 92625	94972xxxx8	aa@f************.com	3	4
Are You Serious About Making Money?	Lake Forest, CA 92630	94971xxxx1
MetLife	2601 Main St, Irvine, CA 92614	94985xxxx3	a@m******.com							695720	4076
Sarah Steele-Thrivent	49 Discovery, Irvine, CA 92618	94974xxxx0	adm@d*********.com
Clover Investment Group Inc	4533 Macarthur Blvd, Newport Beach, CA 92660	94946xxxx9
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
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
Raymond James Financial Services - Thomas Calder	29122 Rancho Viejo Rd Ste 104, San Juan Capistrano, CA 92675	94938xxxx6
Global Investment Fund	4521 Campus Dr, Irvine, CA 92612	71439xxxx0
Farsai and Farsai Inc	23276 S Pointe Dr, Laguna Hills, CA 92653	94976xxxx4											1	3
Edelman Financial Engines	600 Anton Blvd, Costa Mesa, CA 92626	83375xxxx3	a.b***@e*************.com
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
Rodney Jacobson - One Way Lending	Lancaster, CA 93536	66195xxxx0				5	6
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
Schwartz Newport Beach Wealth Management of Impact Wealth Management	120 Newport Center Dr, Newport Beach, CA 92660	94943xxxx4
Gregg Kaufman - Watermark Life	2659 Townsgate Rd Ste 105 Thousand Oaks, CA 91361	81858xxxx7	ala@w***********.com							51	12	55
Beacon Pointe Advisors	610 Newport Center Dr Ste 280 Newport Beach, CA 92660	94972xxxx0	a.c*@b*********.com
Douglas Investments Co	Po Box 6359, Irvine, CA 92616	94955xxxx1
Integrity First Investment Group	33171 Paseo Cerveza, San Juan Capistrano, CA 92675	94944xxxx0
North Reef Capital	1833 S Coast Hwy #210, Laguna Beach, CA 92651	94948xxxx1	adm@n*************.com
Brookstreet Securities Corporation	2361 Campus Dr Ste 210, Irvine, CA 92612	94949xxxx0	pw-******************************@p************.org
QUAD ENTERPRISES LLC	1048 Irvine Ave Ste 196, Newport Beach, CA 92660	94946xxxx2
Newcap Partners Inc	2082 Michelson Dr, Irvine, CA 92612	94966xxxx9	bua@n***.com
Kd Investments	27902 Torroba, Mission Viejo, CA 92692	94945xxxx8
Newport Legacy Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94946xxxx9	abc*****@u.com
Compass Diversified Holdings	275 Mccormick Ave, Costa Mesa, CA 92626	94933xxxx3	cod**************************@c**********.com
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
Merrill Lynch Financial Advisor Jonathan Chang	28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677	94945xxxx4	ban*******************@m.com	3.34
Tax & Financial Partners	1000 N Coast Hwy, Laguna Beach, CA 92651	94971xxxx0	ts@t****************.com
Joshua Huezo-Thrivent	49 Discovery, Irvine, CA 92618	90923xxxx9	adm@d*********.com
Blackford Capital	9245 Research Dr, Irvine, CA 92618	94987xxxx7	dea@b*************.com
Roth Capital Group	888 San Clemente Dr, Newport Beach, CA 92660	41591xxxx0	abe**@r*.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
Pacific Securities	2030 Main St Ste 1030, Irvine, CA 92614	94926xxxx9
Ameriprise Financial Advisors	260 Newport Center Dr Ste 403 Newport Beach, CA 92660	94999xxxx1
Dk Property Investment	3881 Hamilton St, Irvine, CA 92614	71478xxxx1
Compak Asset Management	1801 Dove St, Newport Beach, CA 92660	94967xxxx0	bra@c****.com	3.7	3					35	2
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
Niguel Point Property Management	30251 Golden Lantern Suite E257, Laguna Niguel, CA 92677	94921xxxx5	can**@n********.com	4.8	43
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
Acosta Investments	2900 Bristol St, Costa Mesa, CA 92626	71454xxxx4
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
Comprehensive Financial Services	18101 Von Karman Ave, Irvine, CA 92612	94955xxxx1
Darbrook Partners	1200 Newport Center Dr, Newport Beach, CA 92660	94971xxxx3
Sterne A-Gee	2901 W Coast Hwy, Newport Beach, CA 92663	94927xxxx5	car**@p**************.com
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
Royal Alliance Associates Inc	485 E 17th St Ste 350, Costa Mesa, CA 92627	94954xxxx2	aba***@r**********.com							2988	27	3500
Paynter, Cara	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx7	acc********@m**********.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
F & S Investments	2025 W Balboa Blvd, Newport Beach, CA 92663	70776xxxx0	aab@f************.com
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
Joe Wu, CPA	Los Angeles, CA 90015	92577xxxx9	joe@j*****.com	4.3	6	5	4
Scottdale Capital Advisors	103 Palm St, Newport Beach, CA 92661	94956xxxx0	cs@s****************.com
Jackson Tidus	2030 Main St Ste 1200, Irvine, CA 92614	94975xxxx5	abe*****@j*********.law
WINDFALL FINANCIAL ADVISORS, (CEPA®) Seen on CNN, CNBC, FORBES, BLOOMBERG..Fee-Only, Fiduciary Financial Advisor	620 Newport Center Dr # 1100, Newport Beach, CA 92660	31040xxxx4	inf@w**************.com	5	1
Independent Capital Management	695 Town Center Dr Ste 530, Costa Mesa, CA 92626	94945xxxx0	che*@j****.com
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
Northwestern Mutual Financial	24731 La Vida Dr, Laguna Niguel, CA 92677	94949xxxx4	abb***@n***************.com							107316	16165	108000
Optium Capital	620 Newport Center Dr, Newport Beach, CA 92660	94922xxxx5	ape@o**********.com
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
Trust E Tech	304 Columbia St, Newport Beach, CA 92663	71444xxxx5
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
Spectrum Asset Management Inc	1301 Dove St #720, Newport Beach, CA 92660	94971xxxx0	ach*@m*******.com	5	1
Maggie Klein - Edward Jones	32392 Coast Hwy Ste 190 Laguna Beach, CA 92651	94949xxxx8	a.j*******@e********.com			5	1					164
James Buri - Morgan Stanley	28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677	94936xxxx7	acc********@m**********.com	3.73
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
Five	1639 Monrovia Ave, Costa Mesa, CA 92627	94987xxxx6
Newport Asset Management	21222 Fern Cir, Huntington Beach, CA 92646	71433xxxx7	bry*@n*******************.com
Purus Wealth Management	4675 Macarthur Ct, Newport Beach, CA 92660	94935xxxx0	inf@p*****.com							122	16	125
T-Pac Investments Inc	2650 Harla Ave, Costa Mesa, CA 92626	71443xxxx2
Edward Jones - Financial Advisor: Rick Riegle, CFP®	30131 Town Center Dr Ste 145, Laguna Niguel, CA 92677	94924xxxx8	a.j*******@e********.com									116
Budc Capitol Holdings	5000 Birch St Ste 3000, Newport Beach, CA 92660	94947xxxx9
Mission Accounting Services	Mission Viejo, CA 92691	71429xxxx9
Aria Khalili Pariax	500 Newport Center Dr, Newport Beach, CA 92660	31027xxxx6
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
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
Simpson Capital Management	30872 Calle Barbosa, Laguna Niguel, CA 92677	94949xxxx2	dav@s***********.com									16
Vincent Lovoy	3991 Macarthur Blvd, Newport Beach, CA 92660	94962xxxx4	acc**********@f**********.com
Jerris Wealth Management Group, Inc.	5 Corporate Park Ste 270, Irvine, CA 92606	94986xxxx7
Forrest Binkley & Brown	19900 Macarthur Blvd Ste 69, Irvine, CA 92612	94956xxxx1
Emerald Wealth Management, Inc.	5000 Birch Street, Suite 3000, Newport Beach, CA 92660	80022xxxx7	jan***@e**************.com	5	2
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
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
Morgan, Mark D	20 Pacifica, Irvine, CA 92618	94945xxxx8	abc*****@u.com
Jeffrey Gothard Wade Inc	24795 Via Lagunaria, Laguna Niguel, CA 92677	94964xxxx0
Aspen Ventures	1198 Jefferson Way, Laguna Beach, CA 92651	94949xxxx7
Envision Financial	18101 Von Karman Ave Ste 1420, Irvine, CA 92612	71424xxxx0	aam*******@e*.com
E3 Coastal Advisors, LLP	5050 Avenida Encinas Ste 350 Carlsbad, CA 92008	76043xxxx5				4	4
Edward Jones	22362 Gilberto, Rancho Santa Margarita, CA 92688	94970xxxx9	a.j*******@e********.com							87631		100000
Schwimmer, Steven	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx4	acc********@m**********.com
Wells Fargo Advisors Financial Network	2700 W Coast Hwy Ste 257, Newport Beach, CA 92663	94920xxxx5			4
Fidelity	27101 Puerta Real Ste 160, Mission Viejo, CA 92691	80054xxxx4	abb*******@f*****.com	2.7	23					326823		348000
Wells Fargo Advisors	27201 Puerta Real Ste 220, Mission Viejo, CA 92691	94958xxxx3	abe*******@w***************.com							188325		189000
Becker Wealth Management	19800 Macarthur Blvd Ste 300, Irvine, CA 92612	94972xxxx5	ste**@b**********************.com
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
Raymond James Financial Services	1151 Dove St Ste 115, Newport Beach, CA 92660	94997xxxx5	aar**********@r*********.com							17409		18000
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	cru*@c**********.net	5	2					146		171
Pacific Sun Financial Corporation	95 Argonaut # 105, Aliso Viejo, CA 92656	94971xxxx6	jud@p*************.com	3	2
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	3d@l****.ml	4	4
Annette Di Bello Kelly CPA CFP PC	9870 Research Dr, Irvine, CA 92618	94971xxxx0	ann**@d*******.com
Blue Trust \| Orange County Financial Advisors	20 Pacifica suite 560, Irvine, CA 92618	94940xxxx0	aar******@b******.com	5	13					176	12	263
Financial Investors Group	1432 Edinger Ave, Tustin, CA 92780	71450xxxx3	bri@f***.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
Edward Jones	26400 La Alameda Ste 104, Mission Viejo, CA 92691	94958xxxx0	a.j*******@e********.com									29
Jermaine Jamison - Branch Manager, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx1	dan*********@a*.com
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
Gaines John A CLU	30131 Town Center Dr Ste 170, Laguna Niguel, CA 92677	94949xxxx7	aar******@l.com							19929	202
Combined Investments	1200 S Coast Hwy Ste 204, Laguna Beach, CA 92651	94949xxxx3	car******@c****.com
Essex Futures	8105 Irvine Center Dr Ste 840, Irvine, CA 92618	94945xxxx1	con***@e*********.com									358	1	1
Start Fresh	7700 Irvine Center Dr, Irvine, CA 92618	94975xxxx5
Justin Vaz - Financial Services	5877 Pine Ave Ste 230 Chino Hills,, CA 91709	31098xxxx5	dns****@a*****.com			5	2
Global Financial Investments	2000 Corporate Dr, Ladera Ranch, CA 92694	94927xxxx1	ben*****@g****.com
Allen, Theresa	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8	the********@r.com							12815
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
A G Edwards & Sons Inc	265 Ocean Ave, Laguna Beach, CA 92651	94949xxxx8
VVL CPA	27762 Antonio Pkwy Ste L1-441, Ladera Ranch, CA 92694	71445xxxx0
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
Al Frank Asset Management	32392 Coast Hwy Ste 260 Laguna Beach, CA 92651	88899xxxx7	alf*******@a****.com
Golden State Wealth Management	201 Sandpointe Ave #460, Santa Ana, CA 92707	86627xxxx3	ash********@t************.com	4	4
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
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
JKR & Co	1540 S Coast Hwy #202, Laguna Beach, CA 92651	94949xxxx5	inf@j***.com
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
Todd Halbrook - RBC Wealth Management Financial Advisor	610 Newport Center Dr Suite 900, Newport Beach, CA 92660	94972xxxx1
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
D'amore & Associates	25411 Cabot Rd Ste 101, Laguna Hills, CA 92653	94946xxxx1	dns***@a*.com
Principal Financial Group	3 Park Plz, Irvine, CA 92614	94944xxxx0	all*******@p******.com							68244	234	70000
Envision Capital Group LLC	29982 Ivy Glenn Dr 1st Floor, Laguna Niguel, CA 92677	88877xxxx9	cus*******@e*****************.com	4.6	141
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
Grant M Torres - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Tulip Investment	9 Searidge, Laguna Niguel, CA 92677	94921xxxx9
Belpointe Asset Management	1451 Quail St, Newport Beach, CA 92660	20362xxxx0	ale*******@b******.com
Jba Property Investments	4060 Campus Dr, Newport Beach, CA 92660	94978xxxx0
Edward Jones - Financial Advisor: A Michael Ciuffetelli	4250 Barranca Pkwy Ste C, Irvine, CA 92604	94973xxxx2	a.j*******@e********.com		40					8		8
New Era Financials	Capistrano Beach, CA 92624	94931xxxx1
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
Signature Resources Insurance & Financial Services	2601 Main St Ste 700, Irvine, CA 92614	94979xxxx0
Airway Lending	3151 Airway Ave, Costa Mesa, CA 92626	71454xxxx0
Edward Jones - Financial Advisor: Gregory Day, CFP®\|ChFC®\|CIMA®\|CRPC™	307 Marine Ave Ste 8, Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com							35	3	35
The Bi-Coastal Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	20125xxxx5	acc********@m**********.com
Transworld Business Advisors of Irvine	2361 Campus Drive, Suite 230, Irvine, CA 92612	94938xxxx9	aal@t****.com
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
Bright Trading Inc.	4010 Barranca Pkwy, Irvine, CA 92604	94965xxxx6
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
Ward Mike	931 W 19th St Apt 22, Costa Mesa, CA 92627	94965xxxx6
John Breen - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx3	and***************@f*****.com									61
Wood Investments	580 Broadway St Ste 117, Laguna Beach, CA 92651	94949xxxx0
Home Stored Gold IRA	2901 W Coast Hwy Ste 200, Newport Beach, CA 92663	71440xxxx6
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
Starcare	130 Newport Center Dr Ste 136, Newport Beach, CA 92660	94970xxxx0	bra**@s*****.net
Michael Schanna	3991 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx3	acc**********@f**********.com
Rodriquez Wealth Management	4340 Von Karman Ave, Newport Beach, CA 92660	94968xxxx0	cat@r********.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 #100, San Juan Capistrano, CA 92675	94924xxxx5	ari**@p********.com	4.6	19
Edward Jones - Financial Advisor: Steven K Buck	111 Corporate Dr Ste 250, Ladera Ranch, CA 92694	94939xxxx0	a.j*******@e********.com							87631		100000
Gelber, Joshua	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx7	acc********@m**********.com
Abs Investment Group	1176 Main St, Irvine, CA 92614	94947xxxx0	a.k*@k***.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
Vail Private Wealth, LLC	430 Forest Ave, Laguna Beach, CA	97030xxxx9
Norannsy Chieuchin - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx9	dan*********@a*.com									131
Wealth Management Advisers	24012 Calle de la Plata, Laguna Hills, CA 92653	94960xxxx0
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
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
Kovitz	30 Enterprise, Aliso Viejo, CA 92656	94949xxxx5	aar@k***.com
Edward Jones - Financial Advisor: James Fullenkamp	32451 Golden Lantern Ste 305 Laguna Niguel, CA 92677	94924xxxx2	a.j*******@e********.com
Unity Investments	3 Ladbrook Grv, Trabuco Canyon, CA 92679	94988xxxx1
Boudreau Financial Group	27201 Puerta Real Ste 270, Mission Viejo, CA 92691	94988xxxx5	rya@b********************.com										5	1
Fidelity	1600 Newport Center Dr Ste 100, Newport Beach, CA 92660	80033xxxx9	a61**@f*****.com	3.5	2					323688		343000
E & J Investments	9170 Irvine Center Dr, Irvine, CA 92618	94950xxxx0
Owl Wealth Management-Ameriprise Financial Services	2 Park Plz, Irvine, CA 92614	94986xxxx0	ado******@a*.com									299
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
Standard Investment Chartered, Inc	2801 Bristol St, Costa Mesa, CA 92626	71444xxxx0
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	11
Wells Fargo Advisors	620 Newport Center Dr Ste 1500, Newport Beach, CA 92660	94964xxxx0	aar**********@w***************.com							188275		189000
Edward Jones - Financial Advisor: Hooman Karbasion	25201 Paseo De Alicia Ste 145, Laguna Hills, CA 92653	94972xxxx8	a.j*******@e********.com
Keith Tran, ChFC-UBS Financial Services Inc	20 Pacifica, Irvine, CA 92618	94945xxxx1	abb*******@u.com
Income Investments	4 Gardenia St, Rancho Mission Viejo, CA 92694	94954xxxx0
Actuarial Direct	30285 Grande Vista Ave Laguna Niguel, CA 92677	94927xxxx2	c18***************************@s***.wixpress
City National Bank - Newport Center	500 Newport Center Dr Ste 150 Newport Beach, CA 92660	94971xxxx0	ava******@c.com	4.4	7	3.4	5			5371	151	5900
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
CK Cooper & Company	4 Park Plz, Irvine, CA 92614	94925xxxx7
1st Pacific Capital	28832 Curlew Ln, Laguna Niguel, CA 92677	94971xxxx9
Kinetic Financial	633 W 5th St Ste 1050 Los Angeles, CA 90017	80071xxxx8	ale@k**************.com	5	4	4.3	22
Latteno Food Corp	6 Hutton Centre Dr, Santa Ana, CA 92707	71438xxxx8
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
Edward Jones - Financial Advisor: Khoi Q Nguyen	24422 Avenida De La Carlota Ste 270, Laguna Hills, CA 92653	94983xxxx5	aar*******@e********.com							87384		100000
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
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
Select Portfolio Management	26800 Aliso Viejo Pkwy #150, Aliso Viejo, CA 92656	94997xxxx0	ama***@s************.com	1	1
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
Buckingham Asset Management	3 Park Plz, Irvine, CA 92614	94975xxxx7
Van Deventer & Hoch Investment	19200 Von Karman Ave, Irvine, CA 92612	94947xxxx5
Wealth Management Associate - U.S. Bancorp Investments: Jason Ong	25972 Muirlands Blvd, Mission Viejo, CA 92691	94936xxxx7	aar**********@u***.com							345252	5475	348000
PHI HealthCare Management Inc	2010 Main St, Irvine, CA 92614	94937xxxx8	aar@a****.com
Transitional Capital Management LLC	668 N Coast Hwy #1344, Laguna Beach, CA 92651			5.037
2136 Investment	2136 Newport Blvd, Costa Mesa, CA 92627	94965xxxx1
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
Jlj Investments	8 Sunburst, Irvine, CA 92603	94985xxxx8
Holman Capital Corp	25201 Paseo De Alicia, Laguna Hills, CA 92653	94998xxxx7	ben************@h**********.com
Frontier Investments	3366 Via Lido, Newport Beach, CA 92663	94972xxxx0	cro***********@f***.com							3	2	5
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
Ralaole Finance Services	Seal Beach, CA 90740	56244xxxx1	c18***************************@s***.wixpress
Knightsbridge Wealth Management	450 Newport Center Dr Ste 630 Newport Beach, CA 92660	94964xxxx4	bmc*****@k*****.com			5	1
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
The Zandbergen Group	32322 S Coast Highway, Laguna Beach, CA 92651	94966xxxx1	bar@z*************.com							505	2	506
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
The Zandbergen Group	32322 Coast Hwy 1, Suite D, Laguna Beach, CA 92651	94966xxxx1	dan***@z************.com							505	2	506
WIB Financial Group.LLC	301 Forest Ave, Laguna Beach, CA 92651	94949xxxx1		5	1
Edward Jones	1100 S Coast Hwy, Laguna Beach, CA 92651	94949xxxx9	a.j*******@e********.com									104
Pacific Commercial Investments	881 Dover Dr, Newport Beach, CA 92663	94972xxxx0	ada@p********.com
Jackson, Darnell	1901 Main St, Irvine, CA 92614	94980xxxx9	acc********@m**********.com
Mazzotta, Vincent, AGT	2600 Michelson Dr, Irvine, CA 92612	94925xxxx0	ame****************@a*.com							132834
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
Sebastian Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94946xxxx0	ade******@u.com
Morgan Stanley	244 W Canada, San Clemente, CA 92672	94949xxxx3
CB Wealth Advisory	23832 Rockfield Blvd, Lake Forest, CA 92630	94985xxxx1
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
Emerald Blue Advisors, Inc.	25201 Paseo De Alicia Suite 125, Laguna Hills, CA 92653	94991xxxx0	rol@e*.us	5	1
Sentient Financial	24422 Avenida De La Carlota Ste 300 Laguna Hills, CA 92653	94930xxxx6	pat**@m********.com
Pacific Coast Wealth Management	120 Vantis Dr #300, Aliso Viejo, CA 92656	94963xxxx2	bla@p*************************.com	4.6	9					23
Jamar James Online Image Partner Digital Currency Guy	555 Anton Blvd, Costa Mesa, CA 92626	71438xxxx3	inf@o************.com
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
Pacific Life	700 Newport Center Dr, Newport Beach, CA 92660	80080xxxx6	aad*@p********.com	4.4	47
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
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
Alexander Nejadeh	E RNCHO DMNGZ, CA 90221	71469xxxx0	ale***********@g**.com
Balanced Wealth Management	9 Orchard, Lake Forest, CA 92630	94967xxxx7	chu@b**************.com
Belcourt Investments Inc	513 30th St, Newport Beach, CA 92663	94972xxxx0
Met Life	290 Victoria St, Costa Mesa, CA 92627	94943xxxx0	a@m******.com							697238	4091	683000
Victoria Barbisan - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx2	dns***@a*.com							58		58
Oppenheimer & Co Inc	600 Newport Center Dr, Newport Beach, CA 92660	94921xxxx0	aal**@o********.com
Stifel	20 Pacifica Ste 1400, Irvine, CA 92618	94927xxxx0	abb**@s***.com							4413		4800
RBC Wealth Management Branch - Newport Beach	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Morgan Stanley Wealth Management	19000 Macarthur Blvd, Irvine, CA 92612	94964xxxx2	inf@m********************.com
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
Edward Jones	1525 Mesa Verde Dr E Ste 116, Costa Mesa, CA 92626	71443xxxx4	a.j*******@e********.com							279	3	286
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
Raymond James	660 Newport Center Dr Ste 570, Newport Beach, CA 92660	94964xxxx0
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
Natalie T Fogarty Investments	12 Summerwind Ct, Newport Beach, CA 92663	94954xxxx9
Pariax Private Wealth Management	500 Newport Center Dr # 625, Newport Beach, CA 92660	88872xxxx7	inf@p****.com	3.02
WM Investment Company	120 Danbury Ln, Irvine, CA 92618	94926xxxx5
Inouye, Lea, AGT	2 Park Plz, Irvine, CA 92614	94966xxxx8	ame****************@a*.com
Edward Jones - Financial Advisor: Chelsea M Peterson	949 S Coast Dr Ste 180, Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							73		74
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
Silver Lake Investments	1303 Avocado Ave, Newport Beach, CA 92660	94970xxxx4
Ameriprise Financial	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0
Banta Asset Management LP	517 30th St, Newport Beach, CA 92663	94967xxxx4	inf@b******************.com
Fort Ashford Ventures	107 Via Florence, Newport Beach, CA 92663	94933xxxx3	akr****@f********.com
Concord Investment Council	2020 Main St Ste 300, Irvine, CA 92614	94985xxxx0
Noble Financial Services	18551 Von Karman Ave # 160, Irvine, CA 92612	94925xxxx0	wra@c*******************.com
CB Capital Partners Inc	860 Newport Center Dr, Newport Beach, CA 92660	94941xxxx3
Jeremy Vernon Combe - Private Wealth Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	dan*********@a*.com
The Collier Buri Group at Morgan Stanley - Morgan Stanley	28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677	94936xxxx6	acc********@m**********.com	3.73
The Seamark Legacy Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx7	acc********@m**********.com
Richland Investment	4100 Newport Place Dr Ste 800, Newport Beach, CA 92660	94926xxxx0	ann***@r****************.com
CIBC Private Wealth	520 Newport Center Dr UNIT 700, Newport Beach, CA 92660	94966xxxx0	alb*********@c*.com	5	2
Nadavon Capital Partners	3857 Birch St, Newport Beach, CA 92660	94941xxxx4	hel@n****.com
Big Sky Capital Investments	2323 Main St, Irvine, CA 92614	94927xxxx5
Edward Jones - Financial Advisor: Harvey Ivory	32392 Coast Hwy Ste 190 Laguna Beach, CA 92651	94949xxxx8	a.j*******@e********.com
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
Everplus Capital	39 Bower Tree, Irvine, CA 92603	94928xxxx7	inf@e**********.com
Tucker Investments	3334 E Coast Hwy, Corona Del Mar, CA 92625	71460xxxx7
Cb Investments	23332 Mill Creek Dr, Laguna Hills, CA 92653	94977xxxx4
Miramar Venture Partners	2101 E Coast Hwy, Corona Del Mar, CA 92625	94976xxxx0	alb*@m******.com
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
New Market Wealth Management	695 Town Center Dr, Costa Mesa, CA 92626	65790xxxx9	inf@n*************.com
Olivieri David Cfp	23201 Mill Creek Dr, Laguna Hills, CA 92653	94958xxxx9
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
First Capital Benefit Advisors	4385 Ambercrest Pl, Westlake Village, CA 91362	85524xxxx6
Pk Partners	14 Corporate Plaza Dr, Newport Beach, CA 92660	94975xxxx6	bzi@p*******.com
Arch Bay Capital	3121 Michelson Dr Ste 200, Irvine, CA 92612	94967xxxx0
Echelon Partners	34221 Golden Lantern St, Dana Point, CA 92629	94921xxxx0	aja***@e**********.com
Bankers Investment Group Inc	22792 Centre Dr, Lake Forest, CA 92630	94969xxxx9
Edward Jones - Financial Advisor: Mahnaz Nouri	29122 Rancho Viejo Rd Ste 113 San Juan Capistrano, CA 92675	94934xxxx9	a.j*******@e********.com		2					87631		100000
Wayward Lot Investment Co	26595 Morena Dr, Mission Viejo, CA 92691	94958xxxx8
CalComm Capital	9828 Research Dr, Irvine, CA 92618	94952xxxx3
Kbh Investment Co	315 Heliotrope Ave, Corona Del Mar, CA 92625	94972xxxx0
PNC Private Bank	2020 Main St, Irvine, CA 92614	88876xxxx6	aar****@p.com							352738	8666	355000
Brian Friestman-Ameriprise Financial Services	2 Park Plz, Irvine, CA 92614	94966xxxx7	bri**********@a*.com
Lido Advisors	4695 Macarthur Ct, Newport Beach, CA 92660	94989xxxx0	anf**@a*******.com
Invest & Grow	25611 Minoa Dr, Mission Viejo, CA 92691	80520xxxx7
Isles Ranch Partners	24 Corporate Plaza Dr, Newport Beach, CA 92660	94938xxxx4	gor*@i*******.com
Maddy Stewart - RBC Wealth Management Financial Advisor	610 Newport Center Dr Suite 900, Newport Beach, CA 92660	94972xxxx7	dav***********@r.com									54
Irvine Wealth Management and Financial Planning	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94970xxxx3	bla@i*********.com
LTL Investments	25641 Hampton Dr, Laguna Niguel, CA 92677	94936xxxx8
Canterbury Consulting	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam**@c*****************.com
Bernay, Elizabeth S	1901 Main St, Irvine, CA 92614	94995xxxx8	acc********@m**********.com
Merrill Lynch Financial Advisor Andre Julian	28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677	94945xxxx4	ban*******************@m.com	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
Cosgrove Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94946xxxx3	abc*@u.com
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
Accountable Bean	Laguna Niguel, CA 92677	94928xxxx6	c18***************************@s***.wixpress
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
Vail Private Wealth, LLC	430 Forest Ave, Laguna Beach, CA 92651	97030xxxx9	pau********@l.com	1.01
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
Southridge Investments Co	Po Box 413, Corona Del Mar, CA 92625	94976xxxx0
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
Thapa Investment Solution	3033 Bristol St, Costa Mesa, CA 92626	56230xxxx0	con**@t*************.com
Greenwich Capital Markets	19200 Von Karman Ave Ste 950, Irvine, CA 92612	94993xxxx0	as@g*******************.com
Nationwide Business Credit	2082 Business Center Dr, Irvine, CA 92612	94975xxxx5
Pacific Sun Financial Corp	95 Argonaut Ste 105, Aliso Viejo, CA 92656	94971xxxx6	dma***@i*******.net
Ashlock Wealth Management Group - Stifel	520 Newport Center Dr Ste 1500 Newport Beach, CA 92660	94925xxxx4	ash***@s***.com									68
Focus Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, Inc.	6B Liberty STE 225, Aliso Viejo, CA 92656	94966xxxx8	din*******@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
Brian McHenry-Sr Wealth Financial Advisor	4400 Macarthur Blvd, Newport Beach, CA 92660	94979xxxx9	aab**@b**********.com							98572	1295
Edward Jones - Financial Advisor: Ellen R Pickler Harris	24681 La Plz Ste 120 Dana Point, CA 92629	94924xxxx1	a.j*******@e********.com			5	1			87631		100000
Sutro & Co Inc	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx0
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
Wilmington Trust	650 Town Center Dr, Costa Mesa, CA 92626	31030xxxx0	aam**@w************.com
Corporate Pointe Investments	1 Corporate Park, Irvine, CA 92606	94941xxxx8
Michael Russo - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com							230		233
McClintock Brokerage	5106 Neptune Ave, Newport Beach, CA 92663	94967xxxx8
Susan D. Marshall \| CLU , ChFC	30100 Town Center Drive O-192, Laguna Niguel, CA 92677	94930xxxx2	sus@s***********.com
Trusted Financial Advisors	30101 Town Center Dr, Laguna Niguel, CA 92677	94924xxxx7	cyn**@t*************.com	5	3
Tauras Capital Group	19800 Macarthur Blvd, Irvine, CA 92612	94965xxxx4
Pickens, Pamela M	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx2	acc********@m**********.com
Stephenson And Company	241 Avenida Del Mar, San Clemente, CA 92672	94972xxxx5	bra@s*****************.com
Vasco Assets	2024 Quail St, Newport Beach, CA 92660	94967xxxx0	ari@v**********.com	5	79
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
Burke Investment Co	28 Hammond, Irvine, CA 92618	94958xxxx3
Charter West Financial Management	4425 Jamboree Rd Ste 180, Newport Beach, CA 92660	94947xxxx8	adm@c*********.com							107		111
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
Di Mar Investments	28004 Via Moreno, Laguna Niguel, CA 92677	94964xxxx7
Unity West Lending	5772 Bolsa Ave Ste 210 Huntington Beach, CA 92649	65758xxxx7	ari@u******.com			4.6	9
Warpath Investments Inc.	18881 Von Karman Ave, Irvine, CA 92612	94947xxxx0
Barouti Financial Services	4695 Macarthur Ct, Newport Beach, CA 92660	94985xxxx5
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
Mahmood, Mazhar	4 Park Plz, Irvine, CA 92614	94953xxxx4	ame****************@a*.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
Investment Inc Pcd	855 Seagull Ln, Newport Beach, CA 92663	81835xxxx9
Medbook World Inc	28562 Oso Pkwy, Rancho Santa Margarita, CA 92688	94993xxxx4
Bablot Investments	1733 Monrovia Ave Ste V, Costa Mesa, CA 92627	94957xxxx2	man*****@b**************.com
Sapience Investments	520 Newport Center Dr, Newport Beach, CA 92660	94970xxxx5	bry********@b*******.com
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
Grubb & Ellis Residential Brokerage Services	15343 Culver Dr, Irvine, CA 92604	94955xxxx0
Compass OC Coastal Group	540 S Coast Hwy Suite 202, Laguna Beach, CA 92651	94940xxxx8	adm@o******.com	5	37
CPA Forensics Plus	451 E Vanderbilt Way Ste 325 San Bernardino, CA 92408	90988xxxx9
Brundage, Pearl & Associates-Ameriprise Financial Services	2 Park Plz, Irvine, CA 92614	94986xxxx0	dns***@a*.com							137	3	138
Stinky Dog Investments	26012 Avenida Mariposa, San Juan Capistrano, CA 92675	71487xxxx1
Investors Trust	1 Upper Newport Plz, Newport Beach, CA 92660	94925xxxx0			2
SummitStone Financial Group	28202 Cabot Rd # 445, Laguna Niguel, CA 92677	94921xxxx0	eri@s***********.com	5	1
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
Diana Ashbaugh-Thrivent	49 Discovery, Irvine, CA 92618	65043xxxx8	adm@d*********.com
Capital Aspects	1502 E Warner Ave, Santa Ana, CA 92705	94993xxxx6
Bright Biz Investments	47 Rising Sun, Irvine, CA 92620	94928xxxx2
Providence Wealth Management Group - Ameriprise Financial Services, LLC	2600 Michelson Dr #1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Mariner	West Tower, 5000 Birch St Suite 367, Newport Beach, CA 92660	85734xxxx8	aar******@m******************.com	5	1
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
I C M-Jae Investments	2 Upper Newport Plz, Newport Beach, CA 92660	94975xxxx0	don@i******.com
Signature Resources	19900 Macarthur Blvd, Irvine, CA 92612	94993xxxx0	ahj*@f***********.com
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
LA Business Connect	2000 Riverside Dr Ste 206 Los Angeles, CA 90039	21362xxxx0	inf@l***************.com	4.2	5	4.8	16	5	13	200	19	201
OC Credit & Business Builders	14032 Enderle Center Dr Ste 220 Tustin, CA 92780	71422xxxx0	eri@o**********.com	4	4	4.6	11			590	889
Amita Investments	17192 Murphy Ave, Irvine, CA 92623	42435xxxx3
Blanco Investments	3197 Airport Loop Dr, Costa Mesa, CA 92626	71443xxxx6
Orange County Small Business Development Center	1300 S Bristol St, Santa Ana, CA 92706	71456xxxx0		4.8	5	5	2	5	43	3319	34	3700
Michael Raji-Thrivent	49 Discovery, Irvine, CA 92618	94929xxxx9
Phoenix Investment Funds	4000 Macarthur Blvd, Newport Beach, CA 92660	94938xxxx0	awe*****@c******.com
Hollencrest Securities	100 Bayview Cir Ste 500, Newport Beach, CA 92660	94982xxxx0	ac@h**********.com
Merrill Lynch Wealth Management	28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677	94945xxxx2	ban*******************@m.com	3.3	4
Mercer Advisors Wealth Management	620 Newport Center Dr #1030, Newport Beach, CA 92660	80039xxxx4	aar******@m***********.com	3.7	3
Shopoff Group	8951 Research Dr, Irvine, CA 92618	94941xxxx6
Morgan Stanley Wealth Management	5000 Birch St, Newport Beach, CA 92660	71475xxxx1
Brenen Capital Management Group	1601 Dove St Ste 291, Newport Beach, CA 92660	80058xxxx6
Michael Investment Co	17702 Mitchell N, Irvine, CA 92614	94995xxxx0
Investment Resources	27601 Forbes Rd, Laguna Niguel, CA 92677	94944xxxx1
James Sams - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx9	dan*********@a*.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
LPL Financial	23 Corporate Plaza Dr, Newport Beach, CA 92660	94975xxxx3	aar******@l.com
Pier 15 Investments	1323 W Bay Ave, Newport Beach, CA 92661	94967xxxx6
Sullivan Wealth Management Group	895 Dove St #300, Newport Beach, CA 92660	85547xxxx2	bra********@s********.com
Adam Macdonald	3991 Macarthur Blvd, Newport Beach, CA 92660	94962xxxx4	acc**********@f**********.com
World Financial Group	23461 S Pointe Dr Ste 215, Laguna Hills, CA 92653	71426xxxx1
Associates Asset Management	895 Dove St 3rd floor, Newport Beach, CA 92660	88852xxxx4	bid**@a******.com	3	4
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
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
Lavine & Associates CPAs	25201 Paseo De Alicia Ste 120 Laguna Hills, CA 92653	94936xxxx5	fro****@l********.com			4	3
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
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
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
Datacom Investment Co	Serving theLaguna Beach Area	94985xxxx5
Voorhees Investments	3501 Jamboree Rd, Newport Beach, CA 92660	94972xxxx1
Finance & Fiscal	Anaheim, CA 92801	71461xxxx7				5	5
Wealth Management Solutions	2532 Dupont Dr, Irvine, CA 92612	94947xxxx0	inf@w*****.com							58	4	63
TCFG Wealth Management The Certus Financial Group	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94936xxxx3	eni***@t*******.com												2.5	3
Morgan Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx8	acc*************@u.com
Wells Fargo Advisors	265 Ocean Ave, Laguna Beach, CA 92651	94949xxxx8	a.b@w*****************.com							188275		189000
Todd Halbrook and Adam Macdonald	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx1	joh******@c.rbcwealthmanagement
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
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
Optimize Financial Inc.	23212 Mill Creek Dr, Laguna Hills, CA 92653	94947xxxx0	c18***************************@s***.wixpress	5	1					42	3	60
Atlantic Trust	4675 Macarthur Ct Ste 1150, Newport Beach, CA 92660	94966xxxx0	a.n****@a**********.com
Ward Investment Co	2110 Newport Blvd, Costa Mesa, CA 92627	94964xxxx0
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
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
Wealth Capital Partners	300 Spectrum Center Dr Ste 1150, Irvine, CA 92618	94978xxxx0	jsm*@q******************.com
South Orange County Financial Planning - David S. Lopez, CFP	16A Journey #200, Aliso Viejo, CA 92656	94954xxxx6	dav@s**.com
Edward Jones	25950 Acero Ste 320, Mission Viejo, CA 92691	94958xxxx4	a.j*******@e********.com							86209		96000
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
Ignacio Brache-Thrivent	49 Discovery, Irvine, CA 92618	81841xxxx8	adm@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
J V Delaney & Associates	17 Muir Beach Cir, Corona Del Mar, CA 92625	94972xxxx3
Capital Oversight	2118 Wilshire Blvd Ste 1000 Santa Monica, CA 90403	31045xxxx0	cap**@c*************.com							23453	7	23000
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
Paine Webber Inc.	4675 Macarthur Ct, Newport Beach, CA 92660	80085xxxx2
Eastdil Secured	500 Newport Center Dr, Newport Beach, CA 92660	94993xxxx4
Viking Investments	4425 Jamboree Rd, Newport Beach, CA 92660	94925xxxx0
Modern Woodmen of America	23441 S Pointe Dr, Laguna Hills, CA 92653	94971xxxx6	add**@e****.com							33612
CALP Real Estate Investment Co.	24681 La Plz, Dana Point, CA 92629	94924xxxx0
CBS Safari	320 Goddard, Irvine, CA 92618	94934xxxx2
PC Stockton Investments LP	1661 Louise St, Laguna Beach, CA 92651	94967xxxx0
Edward Jones	485 E 17th St Ste 100, Costa Mesa, CA 92627	94972xxxx4	a.j*******@e********.com							110		111
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
Leonid Grinberg	901 Dover Dr, Newport Beach, CA 92660	94951xxxx0
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
LPL Financial	21942 Kaneohe Ln, Huntington Beach, CA 92646	71484xxxx0	aar******@l.com
Metro Coast Insurance	23456 Madero Ste 240, Mission Viejo, CA 92691	94923xxxx9	bry@m****************.com		17
Rockbridge Securities Inc Rockbridge Securities Inc	8001 Irvine Center Dr, Irvine, CA 92618	94958xxxx3
Maxim Capital Advisors Inc.	9160 Irvine Center Dr Ste 201, Irvine, CA 92618	94974xxxx3	inf@m******************.com
TriNet Investments	300 Spectrum Center Dr, Irvine, CA 92618	94933xxxx9
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
Micha Investment Corp	351 Hospital Rd Ste 507, Newport Beach, CA 92663	94964xxxx1
Tpc Investments Inc	34135 Pacific Coast Hwy, Dana Point, CA 92629	94948xxxx5
Newport Capital	15 Corporate Plaza Dr Ste 250, Newport Beach, CA 92660	94975xxxx6
Sebastian D'Anna Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94946xxxx0	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
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
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
Moler Capital Management	8 Corporate Park Ste 300, Irvine, CA 92606	94944xxxx3	bea@m**********.com
Spectrum Painting	1901 Main St, Irvine, CA 92614	94980xxxx1	acc********@m**********.com
Corporate Park 1 and 5	1 Corporate Park, Irvine, CA 92606	94941xxxx8
Mortgage America	28202 Cabot Rd Ste 300 Laguna Niguel, CA 92677	94949xxxx0	joh****@m*******************.com			5	3
Wealth Management Advisers	24012 Calle De La Plata Ste 240 Laguna Hills, CA 92653	94960xxxx0
Portfolio Planners	Serving theLaguna Beach 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
Schubert, Scott	2020 Main St, Irvine, CA 92614	94923xxxx6	dns***@a*.com
Brightview Development	610 Newport Center Dr, Newport Beach, CA 92660	94928xxxx9	aar@b*******.com							21254	214	23000
Firestone Investment	2082 Business Center Dr, Irvine, CA 92612	94923xxxx2
LPL Financial	7700 Irvine Center Dr, Irvine, CA 92618	94974xxxx8	aar******@l.com
Lh Capital	1830 Main St, Irvine, CA 92614	94924xxxx0		4.6	1287
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
Schulz Investments	16 Hammond, Irvine, CA 92618	94925xxxx5
B L Investments	25950 Acero, Mission Viejo, CA 92691	94977xxxx1	coc***@s****.com
Balboa Wealth Partners	140 Newport Center Dr #200, Newport Beach, CA 92660	94944xxxx5	aar****@b*********.com	3	2
Noble Wealth Management	6B Liberty Ste 130, Aliso Viejo, CA 92656	88827xxxx8	aj@n******.com							2		3			5	1
Tax & Financial Group	4001 MacArthur Blvd # 300, Newport Beach, CA 92660	94922xxxx0	abi**@t****.com	4.2	5					186	107
Berman Investment Group	20251 SW Acacia St Ste 200, Newport Beach, CA 92660	94927xxxx0
Cimco	3303 Harbor Blvd, Costa Mesa, CA 92626	71436xxxx0	joh@c********.com
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
Alin Worldwide Investments	555 Ancon Blvd Suite 150, Costa Mesa, CA 92626	71426xxxx0
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
Joseph Martelli Real Estate Investments	30 Corporate Park Ste 100 Irvine, CA 92606	71477xxxx0	bpr***@j**.com									75
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
Crypto Wealth Creator		94987xxxx0
WCM Investment Management	281 Brooks St, Laguna Beach, CA 92651	94938xxxx0	aar@w******.com	5	2
Smith & Sons Investment Co.	508 Via Lido Nord, Newport Beach, CA 92663	94967xxxx3
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
888 Investment & Trade Inc	92 Corporate Park, Irvine, CA 92606	71423xxxx1
Financial Research Group	4500 Campus Dr Ste 135, Newport Beach, CA 92660	94975xxxx0
Iacono, Steven	49 Discovery, Irvine, CA 92618	94941xxxx4	adm@d*********.com							46		52
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
The Saddleback Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx8	acc********@m**********.com
Carruthers Brian & Associates	301 Forest Ave, Laguna Beach, CA 92651	94946xxxx0	bri@g*******.com
Hankey Investment Company	2125 Westcliff Dr, Newport Beach, CA 92660	94954xxxx1	a.g@h**.com
Royal Alliance Assoc Inc	4701 Teller Ave Ste 101, Newport Beach, CA 92660	94926xxxx0	aba***@r**********.com							2760	26	3300
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
Wells Fargo Advisors	2750 W Coast Hwy, Newport Beach, CA 92663	94951xxxx0
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
Pacific Financial Planners	30131 Town Center Dr Suite 105, Laguna Niguel, CA 92677	94921xxxx2	inf@p*******.com	5.03				5	26	249	6	248
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
James Brady Pension Co	16520 Bake Pkwy, Irvine, CA 92618	94986xxxx6
Hexeum Capital \| Financial Advisors, Wealth Management, Insurance Services	5000 Birch St tower suite 3000, Newport Beach, CA 92660	32338xxxx2	d_4**@y**.com
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
Vartanyan Wealth Management	2043 Westcliff Dr # 213, Newport Beach, CA 92660	94961xxxx4	ada*********@l.com							123		124
Carandang, Rey	611 Anton Blvd, Costa Mesa, CA 92626	71442xxxx1	bri*******@c**********************.com
Aurora Financial Planning & Investment Management	Newport Beach, CA 92657	85820xxxx1	c18***************************@s***.wixpress
Commpex Tax Strategies	7724 Sonata Ln San Diego, CA 92127	85834xxxx8	inf@c*****.com			5	1			73		73
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
Poole, Michael	500 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4	ban********@e**.bankofamerica
Pacific Park Financial Inc	101 Columbia, Aliso Viejo, CA 92656	94959xxxx4	gar@m***********.com
Merrill Lynch Financial Advisor Sean H Balkhi	28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677	94945xxxx5	ban*******************@m.com	3.73
Impact Wealth Effect	300 Spectrum Center Dr, Irvine, CA 92618	94950xxxx2	ada*******@w***************.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
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
RS Crum Inc	4 Upper Newport Plaza Dr Suite 201, Newport Beach, CA 92660	94942xxxx6	ash*@r***.com	5	4
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
Lion Gate Capital Inc	17901 Von Karman Ave, Irvine, CA 92614	31022xxxx0
Eddie Bryant	31681 Camino Capistrano, San Juan Capistrano, CA 92675	94922xxxx5
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
Equico	535 Anton Blvd Ste 1100, Costa Mesa, CA 92626	71432xxxx0	abo***@r******.com
Procurus Wealth Management	4101 Birch St Ste 110, Newport Beach, CA 92660	94922xxxx8
Newport Wealth Advisors	4695 MacArthur Ct #1100, Newport Beach, CA 92660	87769xxxx7	bwe*@n******************.com	3.8	4
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
Ramsey Israwi-Thrivent	49 Discovery, Irvine, CA 92618	32383xxxx8	adm@d*********.com
Securities America Inc	1300 N Bristol St Ste 285, Newport Beach, CA 92660	94975xxxx0	aad******@s**************.com
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
Woodbury Financial Services	3070 Bristol St. Suite 500, Costa Mesa, CA 92626	94920xxxx4	bre@j********.com
Jdj Investments	2102 Business Center Dr, Irvine, CA 92612	94925xxxx3
NRG Resources, Inc.	18301 Von Karman Ave Ste 1050, Irvine, CA 92612	71468xxxx0
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
O'Quinn, Antwone	20 Pacifica, Irvine, CA 92618	94945xxxx0	alb**********@u.com
Perla Capital Group	4 Park Plz Ste 1240, Irvine, CA 92614	94925xxxx7
Edward Jones	32451 Golden Lantern Ste 305, Laguna Niguel, CA 92677	94924xxxx2	a.j*******@e********.com									4
Global Infrastructure Solutions Inc	660 Newport Center Dr, Newport Beach, CA 92660	21364xxxx9	buf**@g*.com
Allen & Caron Inc	2151 Michelson Dr Ste 120, Irvine, CA 92612	94947xxxx0	and*@a*******.com
Newport Capital Advisors	23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660	88865xxxx7	cfa***@n*******************.com									95
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
Beacon Pointe Advisors	24 Corporate Plaza Dr STE 150, Newport Beach, CA 92660	94971xxxx0	a.c*@b*********.com	5	1
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
Thrivent Financial	34 Executive Park Ste 210, Irvine, CA 92614	80084xxxx6	a.v@t*******.com
Oconnor & Co Securities	2901 W Coast Hwy, Newport Beach, CA 92663	94976xxxx0	bst***@o**.com
Santee Street Associates	23 W Yale Loop, Irvine, CA 92604	94955xxxx2
Rebecka Forrester \| TNG Real Estate	2830 Brea Blvd Fullerton, CA 92835	71441xxxx7	reb*************@m.com			4.9	13
Sonitrol	19 Spectrum Pointe Dr, Lake Forest, CA 92630	94929xxxx0	ar@s*********.com							67		69
Maluli Consulting	Riverside, CA 92509	95122xxxx3	adm@m*************.com			5	1
Fjord Ventures	26051 Merit Cir, Laguna Hills, CA 92653	94934xxxx8	bbe****@f**********.com
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
Newport Beach Wealth Management	120 Newport Center Dr, Newport Beach, CA 92660	94943xxxx4	aar********@r*********.com
Equico	575 Anton Blvd Ste 1100, Costa Mesa, CA 92626	71432xxxx0
Wells Fargo Advisors	24431 Calle De La Louisa Ste 100, Laguna Hills, CA 92653	86683xxxx6
Trust E Tech	3303 Harbor Blvd, Costa Mesa, CA 92626	71444xxxx5	ang*@t*******.com
Podium Financial Group Inc	2183 Fairview Rd Ste 108, Costa Mesa, CA 92627	94951xxxx3	inf@p*************.com
Investment Professionals	15 Rainstar, Irvine, CA 92614	94978xxxx1
Edward Jones	250 Newport Center Dr Ste 206, Newport Beach, CA 92660	94964xxxx0	a.j*******@e********.com									75
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
Hollencrest Capital Management	100 Bayview Cir #500, Newport Beach, CA 92660	94973xxxx0	cam***@h********.com	3.5	4
Van Uden, Mark J	1901 Main St, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
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
Level Four Group	1920 Main St Ste 1090, Irvine, CA 92614	94977xxxx1	aha*@l***************.com
Matsushita Internaitonal	1141 Via Callejon, San Clemente, CA 92673	94949xxxx0
Sperry Van Ness	18881 Von Karman Ave Ste 800, Irvine, CA 92612	94970xxxx0	aar******@s.com							1207	5
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
Coast Wealth Management	302 N El Camino Real 212-C, San Clemente, CA 92672	94936xxxx5	abe**@c******************.com
Royal Alliance Associates Inc	2010 Main St Ste 130, Irvine, CA 92614	94955xxxx0	aba***@r**********.com							2760	26	3300
Morgan Stanley Financial Advisors	28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677	94936xxxx5	acc********@m**********.com	3.7	3
Smart Money Investment Corporation	27061 Ironwood Dr, Laguna Hills, CA 92653	94958xxxx1
Solomon's Investments	75 Tarocco, Irvine, CA 92618	94929xxxx2
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
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
The Bahnsen Group - CA	520 Newport Center Dr STE 300, Newport Beach, CA 92660	94987xxxx0	aga*@t************.com	4.8	5					2071	51
Bell&Brown Wealth Advisors, LLC	14 Corporate Plaza Dr #100, Newport Beach, CA 92660	94939xxxx8	con**@b**************.com	5	4
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
Icon Financial	51 Grant, Irvine, CA 92620	94937xxxx2
Morgan Stanley Wealth Management	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx5	acm*********@m**********.com
Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx1	a.c****@p******.com							113356	3087	131000
Capital Reserve Advisors Inc	5015 Birch St, Newport Beach, CA 92660	94975xxxx9
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
Burton Corp	740 W 16th St, Costa Mesa, CA 92627	94961xxxx0	aam*@b***.com							767091		764000
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
Legacy investments	2320 Harbor Blvd # 200, Costa Mesa, CA 92626	88861xxxx1
Mortgage Vintage	260 Newport Ctr Dr Ste 404 Newport Beach, CA 92660	94963xxxx5	daw@m*************.com			4.6	17
New Summit Investments	65 Enterprise, Aliso Viejo, CA 92656	88893xxxx9
JMB Financial Managers	43 Corporate Park, Irvine, CA 92606	94925xxxx4	inf@j********.com							73
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
Irvine Wealth Management	9870 Research Dr, Irvine, CA 92618	94978xxxx8		5	9
Wealth Management Solutions. LLC	East Tower, 4000 MacArthur Blvd, Newport Beach, CA 92660	94947xxxx0	inf@w*****.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
M. Jay Johnson Wealth Management	34163 Pacific Coast Hwy, Dana Point, CA 92629	94921xxxx5	jay******@l.com
Edward Jones - Financial Advisor: Mike Borgman	18200 Von Karman Ave, Irvine, CA 92612	94975xxxx3	a.j*******@e********.com										5	1
Alta Pacific Wealth Management LLC	27201 Puerta Real Ste 235, Mission Viejo, CA	94920xxxx8	adv**@f***************.com					5	11	165		284
Orange County Investment Group	2055 Loggia, Newport Beach, CA 92660	94954xxxx5
R S Crum Inc	4 Upper Newport Plz, Newport Beach, CA 92660	94942xxxx6	car@r***.com
Wellcents	120 Vantis Dr, Aliso Viejo, CA 92656	86624xxxx1	gen*********@n.com							24		39
World Financial Group	2082 Business Center Dr Ste 190, Irvine, CA 92612	94954xxxx5
Newport Beach, CA Private Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	80054xxxx8	abc*****@u.com	5.01
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
Sam Prapaniku - Financial Advisor, Ameriprise Financial Services	611 Anton Blvd Ste 200, Costa Mesa, CA 92626	71443xxxx8	dns***@a*.com
Combe, Jeremy, AGT	2 Park Plz, Irvine, CA 92614	94966xxxx0	dns***@a*.com
Saint Investment Group Inc.	555 Anton Blvd Suite 225, Costa Mesa, CA 92626	71433xxxx0
Focus Wealth Management - Ameriprise Financial Services	6B Liberty Ste 225 Aliso Viejo, CA 92656	94966xxxx8	din*******@a*.com	5	2					469	9	469
Doug Banning-Morgan Stanley	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx5	acc********@m**********.com
Raymond James	2701 W Coast Hwy, Newport Beach, CA 92663	94963xxxx2	sha*******@r*********.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
Back Bay Funding	19600 Fairchild Ste 150, Irvine, CA 92612	94965xxxx0	ala@w**********************.com							493	139	477
Galaxy Venture Capital (GVC)	303 Broadway St, Laguna Beach, CA 92651	80561xxxx0	ada@g******************.com
Integrated Wealth Management	620 Newport Center Dr Ste 650 Newport Beach, CA 92660	94999xxxx5
Great Pacific Securities	151 Kalmus Drive Suite, H8, Costa Mesa, CA 92626	71461xxxx0	adm*@g*****.com
Financial Network Investment Corp	24981 Dana Point Harbor Dr, Dana Point, CA 92629	94966xxxx5
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
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
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
Check Capital Management	575 Anton Blvd # 500, Costa Mesa, CA 92626	80071xxxx7	aeb***@c*********.com	4.6	18
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
Newport Advisory	4695 Macarthur Ct, Newport Beach, CA 92660	94962xxxx0	aj@n**************.com
Wealth Coast - Wealth Management and Insurance Solutions	18575 Jamboree Rd #200, Irvine, CA 92612	94986xxxx0	chr***********@n.com									138
Global Investments Inc	294 Ambroise, Newport Coast, CA 92657	94972xxxx7
Aarons & Aarons Inc.	2790 Harbor Blvd, Costa Mesa, CA 92626	71473xxxx5
Joseph P Katzaroff, CFP-UBS Financial Services Inc	20 Pacifica, Irvine, CA 92618	94945xxxx5	alb**********@u.com
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
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
Port Securities	2713 W Coast Hwy, Newport Beach, CA 92663	94957xxxx6	abr*@p********.com
American Gateaway Regional Centers LLC	930 roosevelt DR Ste 325, Irvine, CA 92620	71430xxxx1
Newport Assets Inc	14 Corporate Plaza Dr Ste 200, Newport Beach, CA 92660	94975xxxx3
Ck Cooper & Company	18300 Von Karman Ave Ste 700, Irvine, CA 92612	94947xxxx2
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
Applied Financial Planning, Inc.	100 Pacifica #400, Irvine, CA 92618	80045xxxx4	inf@a**********.com	4.6	9					264	17	265
Global Investment Management	9602 Hamilton Ave, Huntington Beach, CA 92646	71496xxxx7
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
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
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
Belle Investment Corp	1400 Mcgaw Ave, Irvine, CA 92614	94986xxxx3
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
Hunt, Brandon	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4	acc********@m**********.com
Newport Coast Wealth Management	Newport Coast, CA 92657	94928xxxx0
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
Capital Reserve Group - Ameriprise Financial Services	611 Anton Blvd Ste 200, Costa Mesa, CA 92626	71443xxxx6	bri*******@c**********************.com
Neuberger Berman	620 Newport Center Dr Ste 250, Newport Beach, CA 92660	94946xxxx0	abc**@n.com
Securities America Inc	4000 Westerly Pl, Newport Beach, CA 92660	94947xxxx6	aad******@s**************.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
California Inspection Authority	6939 Antique St, San Bernardino, CA 92407	94998xxxx0	cia************@g**.com	4.9	75	4.9	1080
OC Financial Group	134 Liberty St, Tustin, CA 92782	94937xxxx4	joh@o**************.com
Strategic Capital	33971 Selva Rd, Dana Point, CA 92629	94927xxxx5
Edward Jones - Financial Advisor: Eric W Connella	23601 Moulton Pkwy Laguna Hills, CA 92653	94946xxxx4	a.j*******@e********.com			4	4			86726		98000
Edward Jones - Financial Advisor: Rick Riegle	30131 Town Center Dr Laguna Niguel, CA 92677	94924xxxx8	a.j*******@e********.com									118
Christenson, Peter	2 Park Plz, Irvine, CA 92614	94997xxxx4	dns***@a*.com							55		57
Grace Capital Group Real Estate Partners	301 Forest Ave, Laguna Beach, CA 92651	94978xxxx9	fel**@g*********.com	5.01
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
My CPA PRO, P.C.	Laguna Beach, CA 92651	71449xxxx7	con**@m*****.com									115
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
Edward Jones - Financial Advisor: Mary E Molnar	2121 E Coast Hwy Ste 130 Corona Del Mar, CA 92625	94964xxxx6	a.j*******@e********.com									25
Scottrade - Online Trading & Stock	13209 Jamboree Rd, Tustin, CA 92782	71466xxxx2	dns***@s***.com
Tremont Realty Capital	1786 Orange Ave, Costa Mesa, CA 92627	94921xxxx0
Handmade Investments A I	17462 Von Karman Ave, Irvine, CA 92614	71439xxxx4
DiCambio Wealth Management of Raymond James	660 Newport Center Dr # 570, Newport Beach, CA 92660	94973xxxx7	aar**********@r*********.com							17451		18000
American Strategic Capital Inc.	949 S Coast Dr Ste 280, Costa Mesa, CA 92626	71452xxxx3
American Funds	6455 Irvine Center Dr, Irvine, CA 92618	94997xxxx0	afi*****@a**********.com	3.9	18					170891		185000
Guided Path Wealth Management	26861 Calle Hermosa, Capistrano Beach, CA 92624	94944xxxx1	bri@g*********.com
Tymatt Securities	4023 Birch St, Newport Beach, CA 92660	94925xxxx0
4MPC Inc	8 Premiere Pt, Newport Coast, CA 92657	94923xxxx8	fre@w******.com
Edward Jones - Financial Advisor: Maggie Klein, AAMS™	32392 Coast Hwy #190, Laguna Beach, CA 92651	94949xxxx8	acc********@e********.com	5	4					86737		98000
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
Aura Investment Partners	5429 Residencia, Newport Beach, CA 92660	94987xxxx2	akk**@a***********.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
L Squared Capital Partners	3434 Via Lido, Newport Beach, CA 92663	94939xxxx8	aki**@l********.com
Monaco Financial	4900 Birch St, Newport Beach, CA 92660	94975xxxx3
Managed Asset Companies	25401 Cabot Rd #206, Laguna Hills, CA 92653	94926xxxx0	dgi*****@m*********.com
Paul Barker - Financial Advisor, Ameriprise Financial Services - CLOSED	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx6	dns***@a*.com
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
Brian Carruthers and Associates	301 Forest Ave, Laguna Beach, CA 92651	94946xxxx0	bri@g*******.com	5.01
Time Quest	30251 Golden Lantern, Laguna Niguel, CA 92677	94963xxxx5	con**@p***********.org
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
Community Capital Advisory Group	203 Danbrook, Irvine, CA 92603	94946xxxx7
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
Belcourt Investments	3501 Jamboree Rd, Newport Beach, CA 92660	94972xxxx4
Wells Fargo Advisors	400 Spectrum Center Dr, Irvine, CA 92618	94926xxxx0	ada********@w***************.com							188275		189000
BIS Realty And Investments	41 Greenfield, Irvine, CA 92614	94933xxxx4
Hanley Investment Group	3500 E Coast Hwy Ste 100, Corona Del Mar, CA 92625	94958xxxx0	amo*@h*************.com					5	22	353		381
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
NewCoast Wealth Advisors - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94971xxxx5	bre*********@u.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
Edward Jones - Financial Advisor: Bob Josten	307 Marine Ave, Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com							87631		100000
Assembly Pointe Financial	Laguna Niguel, CA 92607	94920xxxx5	a@a*************.com
Linco Investment Company	1107 Quail St, Newport Beach, CA 92660	94922xxxx0
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
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
RMN Investments & Realty Service	668 N Coast Hwy, Laguna Beach, CA 92651	94948xxxx0
Pence Wealth Management - Financial Advisors	5000 Birch St #8000, Newport Beach, CA 92660	94966xxxx7	aay**********@l.com	5	1					1234	37	1312
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
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
Altura1 Investments LLC.	8 Corporate Park Ste 200, Irvine, CA 92606	94939xxxx6
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
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
Saposh & Malter Inc	15 Vantis Dr, Aliso Viejo, CA 92656	94940xxxx0	har*@s*********.com	5	1
Newport Coast Capital Management	5000 Birch St Ste 600, Newport Beach, CA 92660	94972xxxx0
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
Premier Notary and Loan Signing Specialist	Irvine, CA 92620	71467xxxx5
Advanced Planning Group	4770 Campus Dr, Newport Beach, CA 92660	95177xxxx3	ada@t********.org							51	9
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
Edward Jones	950 S Coast Dr Ste 240, Costa Mesa, CA 92626	71454xxxx1	a.j*******@e********.com									5
Thomas Ahola Real Estate Advisor	Dana Point, CA 92629	31021xxxx4
Tober & Co Financial Service	635 Camino De Los Mares, San Clemente, CA 92673	94944xxxx3	mar*****@e************.com
Sage Point Financial	3723 Birch St, Newport Beach, CA 92660	94975xxxx2	dom**@a*********.com							2795	26	3300
Crescent Bay Advisors, Inc.	2101 E Coast Hwy Ste 120, Corona Dl Mar, CA 92625	94971xxxx7	inf@c*****************.com
American Capital Acquisitions	600 Anton Blvd, Costa Mesa, CA 92626	71498xxxx2
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
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
Stifel	895 Dove St Ste 400, Newport Beach, CA 92660	94925xxxx4	abb**@s***.com							4756		5200
Ricky Martinez Associates Investment	18025 Sky Park Cir, Irvine, CA 92614	94933xxxx1
Man-Cal Inc	711 W 17th St, Costa Mesa, CA 92627	94972xxxx5	ap.*****@m***.com
Baumgardner, Jay	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx8	alb**********@u.com
Wells Fargo Bank	30160 Town Center Dr Laguna Niguel, CA 92677	94936xxxx7	aar********@w*******.com	3.8	15	2.4	21			155184		11
Affinity24	1322 Bell Ave Ste 1L Tustin, CA 92780	84472xxxx4	aus*@a*******.com			5	9
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
Laguna Financial Advisors	23101 Moulton Pkwy #108, Laguna Hills, CA 92653	94985xxxx9	den*@l**.com	1	1							229
Edward Jones	25909 Pala Ste 315, Mission Viejo, CA 92691	94945xxxx2	a.j*******@e********.com							86209		96000
Tim Woodall	3991 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx5	acc**********@f**********.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
Tyler James Pace, CPA, MAFM	Irvine, CA 92606	94942xxxx5				5	1
DW Investment Group	1720 E Garry Ave Ste 220, Santa Ana, CA 92705	94955xxxx8
Bio-Organic Catalyst Inc	711 W 17th St, Costa Mesa, CA 92627	94951xxxx1	doe@b********.com					5	12	302	6	321
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
NWM GROUP- Newport Wealth Management Group	23 Corporate Plz Newport Beach, CA 92660	94990xxxx9				5	2
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
Black Dog Sales	32422 Alipaz St # B-4B, San Juan Capistrano, CA 92675	94921xxxx1
BML Wealth Management	2 Park Plaza #280, Irvine, CA 92614	94968xxxx5	adv***@w************.com	5	1					196	9	222
Tangible Investments, Inc.	1910 S Coast Hwy, Laguna Beach, CA 92651	94953xxxx2	app****@t*.com	4.7	55
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
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
Algarin, Michael	1901 Main St, Irvine, CA 92614	94995xxxx5	acc********@m**********.com
Affinity Investment Advisors	18111 Von Karman Ave Ste 550, Irvine, CA 92612	94966xxxx3	ale*****@a***************.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
Laguna Wealth Advisors, LLC	24551 Del Prado Ave, Dana Point, CA 92629	94946xxxx6	inf@d************.org
Oc Realty Advisors	1 Technology Dr, Irvine, CA 92618	61224xxxx0											5	1
Local Investments Direct	30100 Crown Valley Pkwy, Laguna Niguel, CA 92677	94951xxxx0	don*****@l**************.com
Osborne Capital Options	24612 Harbor View Dr, Dana Point, CA 92629	94948xxxx8
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
Crandal, Ray	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx7	acc********@m**********.com
Swick Lam Assett Management	940 S Coast Dr, Costa Mesa, CA 92626	71485xxxx0
The Clark Group Asset Management	24941 Dana Point Harbor Dr Ste C210 Dana Point, CA 92629	94955xxxx8	bra**@c*********.com			5	1			127		130
Balanced Plan Financial	28202 Cabot Rd #300, Laguna Niguel, CA 92677	88850xxxx3	ben@b********************.com
Fidelity Investments	1600 Newport Center Dr Suite 100, Newport Beach, CA 92660	80036xxxx0	a61**@f*****.com	3.5	2					329254		353000
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
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 theLaguna Beach 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
Concord Investment Council	9811 Irvine Center Dr, Irvine, CA 92618	94985xxxx0	gid*@c****.com							52	2	53
Tyler James Pace, CPA, MAFM	3000 Ladrillo Aisle, Irvine, CA 92606	94942xxxx5
O'Connor & Company Securities	234 E 17th St, Costa Mesa, CA 92627	94976xxxx0	bst***@o**.com
Ihp Meridian	100 Bayview Cir, Newport Beach, CA 92660	94985xxxx1	aya@i****.com
DPS Financial Service Inc	30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94982xxxx7	pri**************@n*********.net
South Coast Wealth Management	4695 MacArthur Ct #1100, Newport Beach, CA 92660	94979xxxx7
SagePoint Financia	23232 Peralta Dr STE 122, Laguna Hills, CA 92653	94933xxxx9	jim******@l.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
Schlau Rogers LLP	1968 S Coast Hwy Suite 2498, Laguna Beach, CA 92651	94987xxxx2	inf@s**********.com	5	34					128	1	132
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
Fbr And Company	18101 Von Karman Ave Ste 950, Irvine, CA 92612	94947xxxx0	abc@f**.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
Terrada Investment Corp	4940 Campus Dr Ste C, Newport Beach, CA 92660	94975xxxx0
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
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
Westcore Properties	29222 Rancho Viejo Rd, San Juan Capistrano, CA 92675	85862xxxx0	aar@w*****.net							341	118	359
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
Lendevity	21031 Ventura Blvd Ste 512 Woodland Hills, CA 91364	81862xxxx3	con**@l******.com			4.9	49
Warren Street Wealth Advisors, LLC	4041 MacArthur Blvd Suite 400, Newport Beach, CA 92660	71487xxxx0	car**@w***************.com	5	15
Athos Capital Advisors	Newport Beach, CA 92660	31097xxxx5	cli********@a*****************.com									13
First Foundation Bank	18101 Von Karman Ave Ste 750, Irvine, CA 92612	94920xxxx0	ada@f****************.com
Multiple Club	3424 Via Oporto, Newport Beach, CA 92663	94955xxxx4
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
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
Acheron Investment Group	1203 Abelia, Irvine, CA 92606	94933xxxx8
O C Investment Pros	2312 Park Ave, Tustin, CA 92782	94937xxxx9
Wells Fargo Advisors	301 E 17th St, Costa Mesa, CA 92627	94964xxxx2
Gold Alliance	Serving theLaguna Beach Area	80045xxxx5
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
Hollencrest Securities	3501 Jamboree Rd, Newport Beach, CA 92660	94973xxxx5	ac@h**********.com
Wilshire Finance Partners	1400 Newport Center Drive, Suite 250, Newport Beach, CA 92660	86657xxxx0	aba***@w*******.com							143	4	151
Keza Corp	27 Spectrum Pointe Dr, Lake Forest, CA 92630	94924xxxx7	hel@k*****.com							586776		759000
California Private Wealth Management	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94921xxxx9
Integrity Wealth Management	3991 MacArthur Blvd, Newport Beach, CA 92660	94995xxxx8	eve*@i*********.com	5	2					139		146
Seaview Investors	333 Bayside Dr, Newport Beach, CA 92660	94956xxxx0	aho***@s*************.com
Fair Trade Real Estate	5 Park Plz Ste 1150, Irvine, CA 92614	94997xxxx8	a30***********************************@w***************.com					5	15	871	85	981
Clearview Investment Partners	250 Newport Center Dr Ste 300, Newport Beach, CA 92660	94920xxxx0	fir@c****.com
Amethyst Investment	200 Via Antibes Apt 3, Newport Beach, CA 92663	94972xxxx6
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
Wealth Strategies Group	950 S Coast Dr Ste 115, Costa Mesa, CA 92626	71438xxxx0	inf@w*******************.com							16		18
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
JCM Investments	873 W 17th St, Costa Mesa, CA 92627	94964xxxx3
Sterling Financial Advisors	25950 Acero Ste 310 Mission Viejo, CA 92691	94985xxxx0	bra******@s*******.com			2.9	7
Aaron Wealth Advisors	520 Newport Center Dr Suite 100, Newport Beach, CA 92660	94994xxxx1	fxx*****@a********.com	3.02
Newport Harbor Wealth Management	2070 Business Center Dr STE 250, Irvine, CA 92612	94948xxxx4		5.01
Classic Investments	3020 Pullman St, Costa Mesa, CA 92626	94935xxxx9	a.a********@t**.com	4.3	438
Trust Deed Capital	120 Newport Center Dr, Newport Beach, CA 92660	94948xxxx6	a@t***************.com		23
M a H Invest	10 Doheny, Laguna Niguel, CA 92677	94924xxxx3
Oceanview Investments	160 S Coast Hwy, Laguna Beach, CA 92651	94971xxxx2
Avalon Financial Group Inc	1075 N Coast Hwy, Laguna Beach, CA 92651	94963xxxx0
Baker Jensen Invstmnt Advisors	1001 Dove St Ste 240, Newport Beach, CA 92660	94983xxxx0
Buttrey Financial - Wealth Management and Insurance Services - Northwestern Mutual	1500 Quail St #600, Newport Beach, CA 92660	94986xxxx0	soc*@n***************.com	5	1					107316	16167	108000
U.S. Bank – Wealth Management Banker: Steven Solis	27211 La Paz Rd, Laguna Niguel, CA 92677	94936xxxx5	aar**********@u***.com	5.01
Edward Jones - Laguna Niguel Financial Advisor - Judy S Bell	31271 Niguel Rd Ste O Laguna Niguel, CA 92677	94949xxxx7	a.j*******@e********.com
Shields Cattau Financial Group	959 S Coast Dr, Costa Mesa, CA 92626	94926xxxx2	adm@d*********.com							411589
Kremer Co	260 Newport Center Dr, Newport Beach, CA 92660	94975xxxx2
Titan Capital Management	13 Poppy Hills Rd, Laguna Niguel, CA 92677	94948xxxx7	abe@t************.com
Edward Jones - Financial Advisor: Garret Ring	30131 Town Center Dr Ste 145, Laguna Niguel, CA 92677	94924xxxx8	a.j*******@e********.com							29		33
Scott McEwan-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx3	acc********@m**********.com
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
Sagent Wealth Management	1489 Glenneyre St, Laguna Beach, CA 92651	83377xxxx1	cha**********@s*****.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
JCN Investments	345 Gulf Stream Way, Costa Mesa, CA 92627	94954xxxx5	chr***@p*********.com
Ameriprise Financial	25411 Cabot Rd Ste 101, Laguna Hills, CA 92653	94946xxxx1	ame****************@a*.com
Professional Equities Inc	23201 Mill Creek Dr Ste 300, Laguna Hills, CA 92653	94995xxxx7	907***********************************@w***************.com
Hsu Investment Company	1491 Santa Fe Dr, Tustin, CA 92780	71425xxxx8
Sovereign Lending Group	620 Newport Center Dr Ste 420 Newport Beach, CA 92660	80081xxxx1	aba**@s********.com			3.4	145
BNY Mellon Wealth Management Newport Beach	1600 Newport Center Dr Suite 200, Newport Beach, CA 92660	94939xxxx9	jes**********@b******.com	4.04
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
Blue Chip Macro	729 Montana Ave Ste 7 Santa Monica, CA 90403	80091xxxx7	car**@b**********.com
Fellows Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94981xxxx0	abe*******@w***************.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
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
Carver, Robert Morris	20 Pacifica, Irvine, CA 92618	94945xxxx5	abc*****@u.com
Duttenhoffer David	1100 S Coast Hwy # 210, Laguna Beach, CA 92651	94949xxxx0	inf@o***************.com	1.02
Financial Resources Group	610 Newport Center Dr #200, Newport Beach, CA 92660	94995xxxx5	inf@f*******************.com	5	8
Passco Property Management Inc	2050 Main St Ste 650, Irvine, CA 92614	94944xxxx0	abr*@p***.com	4.5	32
Edward Jones	2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625	94964xxxx6	a.j*******@e********.com									25
Edward Jones - Financial Advisor: Stephen Roh	18200 Von Karman Ave Ste 560, Irvine, CA 92612	94975xxxx3
Caligiuri Investment Svc	458 Gaviota, Newport Beach, CA 92660	71454xxxx0
MKT Wealth Management	9870 Research Dr, Irvine, CA 92618	94920xxxx1	inf@m***.com							1118	3	1100			1	1
Lee, Liling	20 Pacifica, Irvine, CA 92618	94945xxxx6	abc*****@u.com
U.S. Bank - Wealth Management Banker: Jason Beesley	33621 Del Obispo St Ste A, Dana Point, CA 92629	94924xxxx8	aar**********@u***.com
Trinity Investments	23161 Mill Creek Dr Ste 320, Laguna Hills, CA 92653	94959xxxx0	aag****@t***************.com
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
RCP Advisors	1111 Bayside Dr, Corona Del Mar, CA 92625	94933xxxx0	aab*@r********.com
Bank of America Financial Center	299 Ocean Ave, Laguna Beach, CA 92651	94949xxxx0	abu@b**********.com	2.9	15					2813053		2760713
Edward Jones - Financial Advisor: Tammy McKennon	3 Monarch Bay Plz, Dana Point, CA 92629	94948xxxx3	a.j*******@e********.com							87631		100000
Roman Risk & Insurance Services	8707 Research Dr, Irvine, CA 92618	94968xxxx2	inf@i****.com									94
UBS Financial Service	20 Pacifica, Irvine, CA 92618	94945xxxx0	aar*****@u.com							228710		241000
Merrill Lynch Financial Advisor Nicole A Quinlan-Yerkes	28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677	94945xxxx3	ban*******************@m.com	3.34
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
StrataTax	5694 Mission Center Rd Ste 215 San Diego, CA 92108	85822xxxx0				5	135
Marino Investment Company	3636 Birch St Ste 200, Newport Beach, CA 92660	94997xxxx2	eri@m***************.com
Miramontes Capital	5251 California Ave, Irvine, CA 92617	94982xxxx7	ang********@m**************.com	5	25					1920	6	1900
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
The Northern Trust Of Chicago	660 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0	dns********@n*.com
Morgan Stanley Wealth Management	650 Town Center Dr Ste 100, Costa Mesa, CA 92626	71495xxxx0
Howell & Associates, LLP	2400 Newport Blvd, Costa Mesa, CA 92627	71498xxxx3
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
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
Innovative Capital Corporation	260 Newport Ctr Dr Ste 409 Newport Beach, CA 92660	61929xxxx0	ala*@i***.com									49
Quad Investment Group Inc	2901 W Coast Hwy, Newport Beach, CA 92663	94925xxxx2	inf@s*****.com							241		247
Wedbush Securities Inc	500 Newport Center Dr, Newport Beach, CA 92660	21368xxxx0	a.c@w****.com							4507	289	4500
Laguna Pacific Wealth Management Group - Morgan Stanley	1901 Main St #700, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
Sheridan Capital Advisory	17870 Sky Park Cir, Irvine, CA 92614	94959xxxx0	abr***@s********.com
Neozyme	711 W 17th St, Costa Mesa, CA 92627	94951xxxx1	doe@b********.com					5	12	302	6	321
Drake-Kerrison, Gianna	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx6	abc*****@u.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
Mutual of Omaha Advisors-Southern California-Irvine	1 Park Plz, Irvine, CA 92614	94985xxxx9	abc*****@m**********.com
Pyramid Capital Investments Co	4667 Macarthur Blvd, Newport Beach, CA 92660	94983xxxx7	jsm*@p***********.com
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
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
SageView Advisory Group	4000 MacArthur Blvd #1050, Newport Beach, CA 92660	80081xxxx2	ann**@s*************.com	3.7	3					151	6	159
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
Edward Jones	27772 Vista Del Lago Suite B-21, Mission Viejo, CA 92692	94946xxxx0	a.j*******@e********.com							87586		100000
Stifel \| Ron Witter	520 Newport Center Dr Ste 1500, Newport Beach, CA 92660	94925xxxx9
Accredited Investment Management	2030 Main St Ste 1300, Irvine, CA 92614	94967xxxx5	abh*********@k*.com
Theresa Allen	3991 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx5	acc**********@f**********.com
Edward Jones	949 S Coast Dr Ste 180, Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							74		76
Metlife	5 Park Plz Ste 1900, Irvine, CA 92614	94922xxxx0	abc*@m****.com							696170	4074
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
Elkoll Investment Co.,Inc	1120 Bristol St, Costa Mesa, CA 92626	71442xxxx8
Avalon Capital	305 E Bay Ave, Newport Beach, CA 92661	94967xxxx5
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
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
Kartchner & Associates, CPA	28202 Cabot Rd Ste 520 Laguna Niguel, CA 92677	94934xxxx7	gar@k***********.com			5	2					8
Jynormus LLC	19800 MacArthur Blvd.,ste 300, Irvine, CA 92612	94943xxxx2
Advanced Financial Strategies Inc	5 Hubble, Irvine, CA 92618	94945xxxx0	pie*@w.afsplanning
Mission Capital Advisors	23 Corporate Plaza Dr Ste 120, Newport Beach, CA 92660	94970xxxx1	adr*****@m*******.com
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
Silversage Advisors	19200 Von Karman Ave Ste 500, Irvine, CA 92612	94922xxxx5	dsa*@s***************.com
UBS Financial Service	888 San Clemente Dr, Newport Beach, CA 92660	94976xxxx8	abc*****@u.com							229696		242000
Pacific Financial Advisors	32451 Street Of The Golden Lantern, Laguna Niguel, CA 92675	94948xxxx0
Hall Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx1	a.h*@h*****.com
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
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
CG Financial Group Wealth Management and Insurance	1500 Quail St #600, Newport Beach, CA 92660	94986xxxx1	a.-*********@n***************.com							107326	16244	108000
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
Anderson Accounting	26062 Merit Cir Ste 108 Laguna Hills, CA 92653	94921xxxx5	and*****@a******************.com			1	1			259	3	263
TideRock Financial, LLC		94921xxxx2	inf@t***************.com									13
Insite Investment Realty	4001 Macarthur Blvd Ste 103, Newport Beach, CA 92660	94967xxxx0
Nicholas Romero-Thrivent	49 Discovery, Irvine, CA 92618	90978xxxx3	adm@d*********.com
Shirk, Jason	2020 Main St, Irvine, CA 92614	94966xxxx8	dns***@a*.com
Spotlight Funds Management	1990 S Coast Hwy, Laguna Beach, CA 92651	94971xxxx0
Kelley, Katie	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx7	acc********@m**********.com
Margolis Enterprises	567 San Nicolas Dr Ste 360, Newport Beach, CA 92660	94971xxxx0	aad********@c******.com							400216		406000
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
Merrill Lynch Financial Advisor Steven M Miranda	28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677	94945xxxx4	ban*******************@m.com
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
BNG Wealth Advisors	16755 Von Karman Ave Suite 200C, Irvine, CA 92606	94939xxxx1	bal*****@l.com	5	4					213		214
Torres, Donald E	2600 Michelson Dr, Irvine, CA 92612	94925xxxx0	dns***@a*.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
Jason Niles Burch - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	42434xxxx8	dns***@a*.com
Balteanu, Andrea, AGT	2600 Michelson Dr, Irvine, CA 92612	94925xxxx0	ame****************@a*.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
Reo World Inc	19 Corporate Plaza Dr, Newport Beach, CA 92660	94947xxxx0
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
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
Pacific Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94946xxxx2	abc*****@u.com
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
Financial Advisors Network	1432 Edinger Ave Ste 200, Tustin, CA 92780	71459xxxx0	doe***@f*********************.net							178	6	213
Klein Financial Advisors	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx0	geo*@g*****.com									225
Edward Jones - Financial Advisor: Diane E Wegener	1100 S Coast Hwy Ste 219 Laguna Beach, CA 92651	94949xxxx9	a.j*******@e********.com									104
Western Capital Advisors - Ameriprise Financial Services	2020 Main St Ste 250, Irvine, CA 92614	94933xxxx7	dns***@a*.com
Kanani Advisory Group	16510 Bake Pkwy #100, Irvine, CA 92618	94950xxxx1	clo*@k****************.com	4.7	27					239	9
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
Scottrade	24012 Calle De La Plata Ste 135, Laguna Hills, CA 92653	94946xxxx1	dns***@s***.com							392904		400000
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
Bockhold Investment Group	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx1	wms********@r.com							12191		14000
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
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
Ambit	4630 Campus Dr, Newport Beach, CA 92660	86638xxxx1
Michael J Russo	2600 Michelson Dr, Irvine, CA 92612	94937xxxx0	dns***@a*.com							223		224
U.S. Bank - Wealth Management Banker: Nataliia Romriell	24340 El Toro Rd, Laguna Woods, CA 92637	94923xxxx9	aar**********@u***.com
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
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
Merrill Lynch Financial Advisor Emily Sekulic	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx6	ban*******************@m.com	5	1
Sutro & Company	310 Newport Center Dr, Newport Beach, CA 92660	94972xxxx1
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
MPX Insurance Services	6B Liberty Ste 200 Aliso Viejo, CA 92656	86655xxxx0	ale@m**********.com			4.3	124
Royce IP	34232 Pacific Coast Hwy Ste D, Dana Point, CA 92629	94925xxxx8
BBVA Compass	2050 Main St Ste 650, Irvine, CA 92614	94973xxxx0
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
Pinecreek Investment Co	5000 Birch St, Newport Beach, CA 92660	94947xxxx0	aac****@p*************.net
McCarthy Wealth Management	3300 Irvine Ave # 310, Newport Beach, CA 92660	71424xxxx1	inf@m*********.com							278		295
The Bullock Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx5	acc********@m**********.com
Hobert Wealth Management	23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660	80074xxxx8	hob***@h*******************.com			5	1
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
Newport Center Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94971xxxx7	abc*@u.com
Jason Shirk - Financial Advisor, Ameriprise Financial Services	2020 Main St Ste 250, Irvine, CA 92614	94966xxxx8	dns***@a*.com
Kottmeier, Sasha R	20 Pacifica, Irvine, CA 92618	94945xxxx7	abc*****@u.com
Edward Jones - Financial Advisor: Lucy E Walther, CFP®	4100 Newport Place Dr Ste 190, Newport Beach, CA 92660	94925xxxx0	a.j*******@e********.com							87384		100000
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
Granite Investment Group	2 Park Plz Ste 800, Irvine, CA 92614	94947xxxx0	abo***@g**************.com	5	1
Reed Investment Co	1400 Bristol St N Ste 140, Newport Beach, CA 92660	94985xxxx9
Hitzler, Gary, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx5	ame****************@a*.com							132834
Edward Jones - Financial Advisor: Zachary T Alario	250 Newport Center Dr Ste 206 Newport Beach, CA 92660	94964xxxx0	acc********@e********.com									143
Tower 68 Financial Advisors	610 Newport Center Dr #1520, Newport Beach, CA 92660	94994xxxx0	inf@t*****.com	4	2					28		34
Downie Financial Group- Dave Ramsey’s Smartvestor	26050 Acero Mission Viejo, CA 92691	71490xxxx5	cli@c********.com	5	9	4.7	44
Financial Advisors U.S. Bancorp Investments	4100 Newport Place Dr, Newport Beach, CA 92660	94986xxxx1	aar**********@u***.com							345471	5393	348000
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