Business List: Investment Management Firms in Thousand Oaks, CA, United States

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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
Westlake Capital Advisors	32129 Lindero Canyon Rd, Westlake Village, CA 91361	81899xxxx8
Christa Redman - Associate Financial Advisor, Ameriprise Financial Services	24025 Park Sorrento Ste 440, Calabasas, CA 91302	81826xxxx0	chr*********@a*.com							27		33
Village Wealth Advisors	2945 Townsgate Rd #120, Westlake Village, CA 91361	80560xxxx0	inf@v*******************.com	5	1
The Ryding Company	2659 Townsgate Rd Ste 101 Westlake Village, CA 91361	86676xxxx2	awe**@t*.com	3.7	3
Kevin Whitten - Financial Advisor, Ameriprise Financial Services	24025 Park Sorrento Ste 320, Calabasas, CA 91302	81870xxxx5	ada***********@a*.com
Powell David W Cfp	370 N Westlake Blvd Westlake Village, CA 91362	80549xxxx5				5	1
John Foster - Private Wealth Advisor, Ameriprise Financial Services	31351 Via Colinas Ste 104, Westlake Village, CA 91362	81859xxxx1	dns***@a*.com							46		45
Joel Boyce - Ameriprise Financial Services	250 N Westlake Blvd Ste 200 Westlake Village, CA 91362	80598xxxx3	bro***********@a*.com							486	101	508
Hartman Financial Planning	Santa Clarita, CA 91355	88836xxxx6	bra@h**********************.com			5	1
Edward Jones - Financial Advisor: David L LeGrand	4000 Calle Tecate Ste 210, Camarillo, CA 93012	80538xxxx9	a.j*******@e********.com
James Thomas Carter - Ameriprise Financial Services	3027 Townsgate Rd Ste 200 Westlake Village, CA 91361	80536xxxx4	dns***@a*.com
Cirrus Asset Management Inc.	20720 Ventura Blvd Ste 300, Woodland Hills, CA 91364	81822xxxx0	a.e******@c******.com	2.8	94
Carter Lin Group - Ameriprise Financial Services	3027 Townsgate Rd Ste 200 Westlake Village, CA 91361	80536xxxx8	dns***@a*.com
Gold Alliance	5550 Topanga Canyon Blvd Ste 260 Woodland Hills, CA 91367	88873xxxx3				5	3
The Wealth Consulting Group	30700 Russell Ranch Rd Ste 140 Westlake Village, CA 91362	81885xxxx8	ada**@w*****.com					5	23	144	2	166
ETF Portfolio Management	2945 Townsgate Rd STE 200, Westlake Village, CA 91361	86640xxxx4	inf@e***.com
Djr Financial Services Inc.	2480 Stearns St, Simi Valley, CA 93063	80552xxxx0	dan@d****.com
Cleaver Brett O Cfp	28720 Roadside Dr Ste 375 Agoura Hills, CA 91301	81899xxxx9
Mohsen Babaeian - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	81871xxxx1	dns***@a*.com
Strategic Holdings	4550 E Thousand Oaks Blvd Ste 200, Westlake Village, CA 91362	80541xxxx2	aiz*****@s**************.com
Butler Financial Services, Ltd.	340 N Westlake Blvd #112, Westlake Village, CA 91362	80537xxxx3
T And T International Enterprises INC.	2945 Townsgate Rd Ste 200, Westlake Village, CA 91361	88851xxxx6
Capital Office Resource Management	2945 Townsgate Rd, Westlake Village, CA 91361	80544xxxx3	ala@p***.com
Waypoint Private Wealth Management	200 N Westlake Blvd, Westlake Village, CA 91362	31093xxxx9	dou@w*********.com
Edward Jones	484 Mobil Ave Ste 16, Camarillo, CA 93010	80548xxxx0	a.j*******@e********.com							87612		100000
Mary Margaret Prete Realtor	2828 Cochran St, Simi Valley, CA 93065	80530xxxx3
Planned Asset Management	26135 Mureau Rd Ste 201, Calabasas, CA 91302	81870xxxx8
Edward Jones - Financial Advisor: Peter Telles Vasquez	582 W Ventura St, Fillmore, CA 93015	80552xxxx2
Western International Securities	2555 Townsgate Rd Suite 300, Westlake Village, CA 91361	80549xxxx8	adm@w******.com	1	1							105
Ventura Investment Co	1601 Carmen Dr Ste 100, Camarillo, CA 93010	80548xxxx7	aga**@v****************.com							67	47	80
Sean Blackwood - Private Wealth Advisor, Ameriprise Financial Services	29899 Agoura Rd Ste 112, Agoura Hills, CA 91301	81822xxxx2	chr************@a*.com							362		372
Adam Chandani & Associates	2659 Townsgate Rd Ste 217 Thousand Oaks, CA 91361	80530xxxx5	cha**********@w********.com
Morgan Stanley	21600 Oxnard St, Woodland Hills, CA 91367	81871xxxx5
Horizon Wealth Management / LPL Financial	2801 Townsgate Rd UNIT 106, Westlake Village, CA 91361	80544xxxx8	cdu***@h******.com
D. F. Rick Speidel - Ameriprise Financial Services	3027 Townsgate Rd Ste 200 Westlake Village, CA 91361	80536xxxx5	den**********@a*.com
Borad Kevin	9560 Topanga Canyon Blvd Ste 204, Chatsworth, CA 91311	81840xxxx7
Silverberg Wealth Management	340 N Westlake Blvd Suite 118, Westlake Village, CA 91362	80549xxxx2	mar*@s*****.net	5	1
Pacific Capital Wealth Management	711 E Daily Dr, Camarillo, CA 93010	80538xxxx2	aar**********@u***.com
Perlus Investment Management	2660 Townsgate Rd, Westlake Village, CA 91361	80537xxxx0
Team Luciani, Century 21 Adobe Realty	5627 Kanan Rd, Agoura Hills, CA 91301	81858xxxx7
Hankey Investment Company LP	29701 Agoura Rd, Agoura Hills, CA 91301	81859xxxx9
Shidoosh Wealth Management	3435 E Thousand Oaks Blvd, Thousand Oaks, CA 91362	81843xxxx5	dav@s*****.com							4		4
Draine-Poulson Group	960 S Westlake Blvd Ste 209 Westlake Village, CA 91361	80549xxxx5
Wasatch Capital Funds Management	2906 Evesham Ave, Thousand Oaks, CA 91362	80544xxxx5
Merrill Lynch Wealth Management	6320 Canoga Ave Ste 100, Woodland Hills, CA 91367	81859xxxx1	aba****@m.com
Miller Steven T Cfp	32123 Lindero Canyon Rd Ste 304 Westlake Village, CA 91361	81873xxxx6
Miller Financial Planning	875 S Westlake Blvd, Westlake Village, CA 91361	80549xxxx8	chr**@m*****.net
Gary Kelman - Ameriprise Financial Services	3027 Townsgate Rd Ste 200 Westlake Village, CA 91361	80536xxxx1	ale************@a*.com									17
Edward Jones	40 W Cochran St Ste 208, Simi Valley, CA 93065	80595xxxx7	a.j*******@e********.com							85136
C-West	19860 Plummer St, Chatsworth, CA 91311	81840xxxx0	inf@c*******.com
Hofer & Associates Wealth Management	90 Thousand Oaks Blvd #310, Thousand Oaks, CA 91360	80555xxxx4		5	2
Hindin Owen Engelke Inc	22935 Ventura Blvd, Woodland Hills, CA 91364	81822xxxx4
Edward Jones - Financial Advisor: Clark P Neel, CFP®\|AAMS™	484 E Los Angeles Ave Ste 207, Moorpark, CA 93021	80552xxxx5	abc*****@e********.com
Hillcrest Financial Group	515 Marin St Ste 406 Thousand Oaks, CA 91360	80537xxxx6	and*@h********************.com		12	5	1
Longevity Capital Management LLC	515 Marin St Suite 418, Thousand Oaks, CA 91360	80591xxxx1	hea**@l*****************.com	5	1
Andrews & Associate Cpa - Rod Andrews Cpa	1701 Solar Dr, Oxnard, CA 93030	80598xxxx5
Anchor Loans	5230 Las Virgenes Rd Ste 105 Calabasas Hills, CA 91302	88841xxxx6	aar@a********.com			2	18
Burr Financial, Inc.	2659 Townsgate Rd STE 106, Westlake Village, CA 91361	80549xxxx9
Brant John the Householder Group	300 E Esplanade Dr Ste 1120, Oxnard, CA 93036	80598xxxx8	ako*@h*************.com
Edward Jones - Financial Advisor: Jeff Springgate	2360 Ventura Blvd Ste A Camarillo, CA 93010	80538xxxx9	a.j*******@e********.com
Liberty Investments Inc.	2975 E Hillcrest Dr #402, Thousand Oaks, CA 91362	80549xxxx7
Edward Jones - Financial Advisor: Kyle G Wilson, ABFP™\|AAMS™	582 W Ventura St, Fillmore, CA 93015	80552xxxx2	a.j*******@e********.com									64
United Gold Direct	2945 Townsgate Rd Westlake Village, CA 91361	88850xxxx2				5	6
M & A Capital	32129 Lindero Canyon Rd, Westlake Village, CA 91361	81870xxxx0	ash****@m*****.com
Artiea Capital Management	31200 Via Colinas #110, Westlake Village, CA 91362	80585xxxx0	acm@a*****.com
T Jlolls Incorporated	24202 Pacific Coast Hwy, Malibu, CA 90265	31045xxxx5
Edward Jones - Financial Advisor: Hugh Fisher, AAMS™	135 Macaw Ln Ste 110, Simi Valley, CA 93065	80552xxxx7	a.j*******@e********.com
Thomas Bruce Cfp	2239 Townsgate Rd Ste 207 Westlake Village, CA 91361	80577xxxx0	adi@r**********.com							2987	27	3500
Fischer Investment Strategies - Westlake Financial Advisors	920 Hampshire Rd Ste A2 Westlake Village, CA 91361	80541xxxx6	inf@f*************************.com			5	1
Ryan M Liljegren - Private Wealth Advisor, Ameriprise Financial Services	24025 Park Sorrento Ste 440, Calabasas, CA 91302	81887xxxx2	bri*********@a*.com
Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services	24025 Park Sorrento Ste 440, Calabasas, CA 91302	81826xxxx0	dns***@a*.com							27		33
Modern Portfolio Consultants	323 W Stafford Rd Thousand Oaks, CA 91361	80537xxxx0
Debuiser, Foster & Associates - Ameriprise Financial Services	31351 Via Colinas Ste 104 Westlake Village, CA 91362	81859xxxx1	dns***@a*.com							46		45
Kinecta Wealth Management - Retirement, Investing, Wealth, Estate Planning	973 S Westlake Blvd, Thousand Oaks, Ca 91361	81871xxxx0	far********@k**********.org
Imperial Capital	2660 Townsgate Rd, Westlake Village, CA 91361	80537xxxx1
Wood Ranch Partners, Inc	1230 Madera Rd Ste 1230, Simi Valley, CA 93065	81828xxxx1
Edward Jones - Financial Advisor: Stuart M Laba	171 E Thousand Oaks Blvd Ste 107 Thousand Oaks, CA 91360	80549xxxx2	a.j*******@e********.com	5	1
Chaos Development	1090 Avenida Acaso Camarillo, CA 93012	80538xxxx4
Edward Jones	129 N 10th St, Santa Paula, CA 93060	80593xxxx9	a.j*******@e********.com							85136
Edward Jones - Financial Advisor: Giancarlo G Hamner, CFP®\|CRPS™	3145 Old Conejo Rd, Newbury Park, CA 91320	80549xxxx5	a.j*******@e********.com							163	31	165
Edward Jones - Financial Advisor: James Shipe	4580 E Thousand Oaks Blvd Ste 180, Westlake Village, CA 91362	80537xxxx4	abc*****@e********.com							87613		100000
McNeely Financial Strategies	19819 Nordhoff St Ste 6C, Northridge, CA 91324	81853xxxx0
Rikki Orloff - Ameriprise Financial Services	3027 Townsgate Rd Ste 200 Westlake Village, CA 91361	80536xxxx6	dns***@a*.com
WealthSource Partners, LLC Thousand Oaks	3255 Old Conejo Rd Suite 107, Newbury Park, CA 91320	80540xxxx5	aah**@w*********.com
Sorensen Wealth Management	2535 Townsgate Rd, Westlake Village, CA 91361	80537xxxx0	hel@s***********.com									123
Acosta Wealth Management	300 E Esplanade Dr Ste 1950, Oxnard, CA 93036	80597xxxx9	abi*******@l.com									42
Merrill Lynch Wealth Management	300 E Esplanade Dr Ste 2150, Oxnard, CA 93036	80598xxxx5	ale********@m.com
The Private Financing Group	3998 Cloverleaf St, Westlake Village, CA 91362	80544xxxx6
New Century Gold	6303 Owensmouth Ave Fl 10 Woodland Hills, CA 91367	81893xxxx8	inf@n************.com			5	2
Back Bay Futures	400 Camarillo Ranch Rd Ste 101 Camarillo, CA 93012	80538xxxx0
Century 21 Hometown Realty	6431 Sibley St, Simi Valley, CA 93063	80527xxxx0	aar*@c****.com							1021	425	1000
Dahlstrum Jon	4165 E Thousand Oaks Blvd Ste 255, Westlake Village, CA 91362	81822xxxx0
Meridian Private Wealth Management	500 E Esplanade Dr 3rd Fl, Oxnard, CA 93036	80543xxxx3	ari@w*****.com
Allegiance Gold	27001 Agoura Rd Ste 200 Calabassas, CA 91301	84479xxxx1	ag@a*************.com			5	2
Morgan Stanley Wealth Management	21650 Oxnard St, Woodland Hills, CA 91367	81871xxxx0	aar*********@m*********************.com
American Wealth Financial, Llc	13687 Blue Ridge Way, Moorpark, CA 93021
Investor's Advantage	200 N Westlake Blvd Ste 109, Westlake Village, CA 91362	80549xxxx7	con**@w******.com
Summit Financial Consultants	3011 Townsgate Rd Ste 110 Westlake Village, CA 91361	80541xxxx5
Smart Real Estate Investments, Inc.	275 E Hillcrest Dr STE 160-173, Thousand Oaks, CA 91360	80579xxxx4	joh*****@s***************.com
Michael Anton - Private Wealth Advisor, Ameriprise Financial Services	29899 Agoura Rd Ste 112, Agoura Hills, CA 91301	81822xxxx2	chr************@a*.com							362		372
EPIC Wealth Partners - Ameriprise Financial Services, LLC	250 N Westlake Blvd STE 200, Westlake Village, CA 91362	80598xxxx3	bro***********@a*.com	5	1					486	101	508
Pace Financial & Insurance Services	30721 Russell Ranch Rd Ste 140 Westlake Village, CA 91362	80530xxxx2
Robert L. Baumann, CFP R, MBA	2535 Townsgate Rd Ste 110 Westlake Village, WA 91361	81899xxxx1	rob*@b*************.com
Summit Property Management	99 Long Ct suite 101A, Thousand Oaks, CA 91360	80537xxxx6	ct@s***********************.net
Peter Deavenport Financial Services	100 E Thousand Oaks Blvd Ste 290 Thousand Oaks, CA 91360
Bucks County Financial Planning Group, Inc.	100 N Westlake Blvd # 203, Westlake Village, CA 91362	80543xxxx0
Emily Trematerra - Ameriprise Financial Services	31351 Via Colinas Ste 104 Westlake Village, CA 91362	81859xxxx1	dns***@a*.com							46		45
Mesa Wealth Management Inc	20300 Ventura Blvd, Woodland Hills, CA 91364	81888xxxx2	san@m*******.com
Strategic Private Wealth Management	21700 Oxnard St Ste 1840, Woodland Hills, CA 91367	81843xxxx1	dan*********@s*********.com
HUB International	2393 Townsgate Rd, #101, Thousand Oaks, CA 91361	80548xxxx8	aar******@h*************.com	3	2
Stephen Patterson Jr - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	80527xxxx8	dns***@a*.com
G K V Capital Management	125 Auburn Ct Ste 200, Westlake Village, CA 91362	80537xxxx6	re@g*********.com									55
Richard Norkin	31194 La Baya Dr, Westlake Village, CA 91362	80537xxxx4
Usb Capital Group	26860 Mellus Dr Apt 5R, Malibu, CA 90265	31045xxxx2
Lifetime Planning, Inc - Eric S Smith, CFP	1200 Paseo Camarillo Ste 190, Camarillo, CA 93010	80598xxxx8	eri*******@l.com							103		105
Agg Asset Management	2659 Townsgate Rd Ste 210, Westlake Village, CA 91361	80540xxxx0	ale@a****************.com
Equity Management Group	11648 Barranca Rd, Santa Rosa Valley, CA 93012	80549xxxx5	inq**@e*****.com
Summit Wealth Management Group	400 Camarillo Ranch Rd Ste 202 Camarillo, CA 93012	80538xxxx6	gle******@e******.net							205	3	208
Merrill Lynch Wealth Management	31111 Agoura Rd, Westlake Village, CA 91361	81870xxxx1	ban*******************@m.com
Edward Jones - Financial Advisor: Joy C Brannan	19350 Business Center Dr Ste 102 Northridge, CA 91324	81872xxxx2	a.j*******@e********.com			5	2			87612		100000
Steel Peak Wealth Management	21650 Oxnard St, Woodland Hills, CA 91367	81883xxxx0	ale*******@s*.com
TripleNetZeroDebt.com	3717 Thousand Oaks Blvd, Westlake Village, CA 91362	80549xxxx9	inf@t***************.com
The Oaks Group - Morgan Stanley	100 N Westlake Blvd STE 200, Westlake Village, CA 91362	80549xxxx5	acc********@m**********.com	5	2
Rebel Asset Recovery	1008 W Ave M-14 Ste A Palmdale, CA 93551	84449xxxx9	con**@p***********.org
Mercer Advisors	250 N Westlake Blvd Ste 250 Westlake Village, CA 91362	80549xxxx6	aar******@m***********.com							2837	28	2900
Total Wealth Group	30423 Canwood St Ste 227, Agoura Hills, CA 91301	21352xxxx4	adm@t*************.com	5	2
Bodemeijer & Associates - Ameriprise Financial Services	100 E Thousand Oaks Blvd Ste 290 Thousand Oaks, CA 91360	80577xxxx5	ang****************@a*.com									130
Parkstone Co	860 Hampshire Rd # U, Westlake Village, CA 91361	80537xxxx8	b.d**@p*********.com	3	2
Westside Investment Management	2444 Wilshire Blvd Santa Monica, CA 90403	31031xxxx0	abe@w*********.com							383		384
Silberman Wealth Management Inc	2945 Townsgate Rd, Westlake Village, CA 91361	81899xxxx2	dn@s*******.net
GoldenCrest Metals	23901 Calabasas Rd Ste 2002 Calabasas, CA 91302	83342xxxx5	pro**@g**************.com	5	1	5	1
Cornerstone Wealth Management	3541 Old Conejo Rd, Newbury Park, CA 91320	80549xxxx0	and*****@m*****.com							176	3	191
Sorensen Jeff Financial Services	4055 E Thousand Oaks Blvd Ste 200, Westlake Village, CA 91362	80537xxxx0	hel@s***********.com							122		124
Rohloff Gaylord CFP	2555 Townsgate Dr Ste 300 Westlake Village, CA 91361	80549xxxx2
Genesis Acquisition Management Inc	21650 Oxnard St, Woodland Hills, CA 91367	81866xxxx8
Hoss Financial	30700 Russell Ranch Rd #250, Westlake Village, CA 91362	74722xxxx1	den*@h**********.com
ClearCoast Wealth Management	870 Hampshire Rd Suite S, Westlake Village, CA 91361	80537xxxx4	bsi***@c*********.com
The Van Acker Financial Group - UBS Financial Services Inc.	3011 Townsgate Rd Ste 300, Westlake Village, CA 91361	80536xxxx0	abc*@u.com
Freedom Financial	201 Westpark Ct, Camarillo, CA 93012	80562xxxx2	rya@f********.net			5	2			224		226
LK Secured Investments	555 Marin St STE 140, Thousand Oaks, CA 91360	80528xxxx2	bor*@l*************.com
Jason D Sands - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	81859xxxx9	dns***@a*.com							212		209
Edward Jones - Financial Advisor: Weston P Patton	2659 Townsgate Rd Ste 111 Westlake Village, CA 91361	80537xxxx4	a.j*******@e********.com
Erwin Marine Cfp	3625 E Thousand Oaks Blvd, Westlake Village, CA 91362	80549xxxx0	cmu*@z*****.com							61	3	63
Westlake Financial Management	3625 E Thousand Oaks Blvd, Westlake Village, CA 91362	80599xxxx0	adm@w*******.com	2	4
One Capital Management LLC	3075 Townsgate Rd, Westlake Village, CA 91361	80540xxxx0	aar*@o*******.com	2.3	3
Forbix	24151 Ventura Blvd Ste 350 Calabasas, CA 91302	88893xxxx9	adm@d*******.com	5	15	5	9					48
Golden K Plans Inc	5950 Canoga Ave Ste 540, Woodland Hills, CA 91367	81858xxxx5	ala@g**********.com
TPMO CONSULTING	1534 N Moorpark Rd, Thousand Oaks, CA 91360	80590xxxx5	inf@t************.com
Williams & Novak Wealth Management, LLC.	30700 Russell Ranch Rd #250, Westlake Village, CA 91362	62677xxxx0
Edward Jones - Financial Advisor: Chelsea L Henriod, AAMS™	299 W Hillcrest Dr #112, Thousand Oaks, CA 91360	80585xxxx0	a.j*******@e********.com	5	3
Hollander Asset Strategies	23632 Calabasas Rd Ste 107, Calabasas, CA 91302	81822xxxx1
The Balance Sheet Company	30700 Russell Ranch Rd, Westlake Village, CA 91362	74722xxxx0
Westlake Investment Advisors	5743 Corsa Ave Suite 113, Westlake Village, CA 91362	80527xxxx0	roc@w*******.com
Alta Community Management II	516 Pennsfield Pl, Thousand Oaks, CA 91360	81823xxxx4	2eb***********************************@w***************.com
Philip V Swan Associates	100 E Thousand Oaks Blvd Thousand Oaks, CA 91360	80549xxxx4
Chartered Medical Inc	28915 Canmore St, Agoura Hills, CA 91301	81859xxxx5
Independent Capital Management	770 Paseo Camarillo, Camarillo, CA 93010	80548xxxx1	aco**@o********.com
Oak Asset Management	2535 Townsgate Rd Ste 205, Westlake Village, CA 91361	80577xxxx8	fab***@o*****.com
Ventures	31416 Agoura Rd, Westlake Village, CA 91361	81885xxxx1	dan@p************.com
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	11
Black Wealth Financial	Calabasas, CA 91372	32368xxxx8	dat***************@i**.de
Short Wealth Management Group - UBS Financial Services Inc.	3011 Townsgate Rd Suite 300, 3rd Floor, Westlake Village, CA 91361	80536xxxx3	abc*****@u.com
Edward Jones - Financial Advisor: Chelsea L Reed	2655 1st St Ste 140, Simi Valley, CA 93065	80530xxxx8
Mahyar Mohammadzadeh - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	81859xxxx6	dns***@a*.com							53		54
Strategic Financial	1 Boardwalk Ave STE 103, Thousand Oaks, CA 91360	80549xxxx5		5	1
Spencer Craig Schultz	Woodland Hills, CA 91367					5	1
Horizon Family Office	2945 Townsgate Rd STE 200, Westlake Village, CA 91361	80571xxxx7	don@h****************.com
Park Place Payments	21550 Oxnard St, Woodland Hills, CA 91367	88872xxxx6	amb@p**************.com
Retirement Wealth Center and Peter Girolamo CPA	100 E Thousand Oaks Blvd #276, Thousand Oaks, CA 91360	80577xxxx7
Morgan Stanley	199 W Hillcrest Dr Frnt Thousand Oaks, CA 91360	80537xxxx0	bet*****@m************.com
Ameriprise Financial Advisors	1200 Paseo Camarillo No 265A Camarillo, CA 93010	80598xxxx0				3	4
Fidelity Investments	6363 Topanga Canyon Blvd, Woodland Hills, CA 91367	81844xxxx9	a61**@f*****.com							323687		343000
Navalign Wealth Partners	15910 Ventura Blvd Ste 1605 Encino, CA 91436	85536xxxx0	chr@n*****.com			5	9			3373	49
Cogent Independent Advisors	2625 Townsgate Rd Ste 330 Westlake Village, CA 91361	80558xxxx4	del*@c***********.com
Wachovia-Financial Centers	205 N Moorpark Rd, Thousand Oaks, CA 91360	80527xxxx5
CMA Investments Corp	30700 Russell Ranch Rd Ste 250, Westlake Village, CA 91362	81888xxxx0
Edward Jones - Financial Advisor: Tom Cronley	2360 Ventura Blvd Ste B Camarillo, CA 93010	80538xxxx9	a.j*******@e********.com
Waddell & Reed	299 W Hillcrest Dr Ste 112, Thousand Oaks, CA 91360	80537xxxx7	aau**@w****.com							20100	234	21000
Edward Jones - Financial Advisor: Gina A Lapiner, CFP®	26570 Agoura Rd Ste 130, Calabasas, CA 91302	81887xxxx3	a.j*******@e********.com							145		149
Berson Money Management	205 Camino Toluca, Camarillo, CA 93010	80537xxxx0	re@b**********.com
Edward Jones - Financial Advisor: Adonis V Campillo	2360 Ventura Blvd Ste B, Camarillo, CA 93010	80567xxxx5	a.j*******@e********.com							87612		100000
Edward Jones - Financial Advisor: Sarah S Reznick	2804 Camino Dos Rios Ste 207, Newbury Park, CA 91320	80549xxxx5	a.j*******@e********.com							87384		100000
Sessa Wealth Management Group	2555 Townsgate Rd Suite 300, Westlake Village, CA 91361	80549xxxx9
Manchester Financial	2815 Townsgate Rd Ste 100 Westlake Village, CA 91361	80549xxxx5	sal@a***********.com			5	1
Mint State Gold by Stuppler & Company	5855 Topanga Canyon Blvd Ste 410 Woodland Hills, CA 91367	88845xxxx4	c.s****@m**********.com			4.9	7
Solace Capital Partners	29245 Heathercliff Rd, Malibu, CA 90265	31091xxxx2
Edelman Financial Engines	21550 Oxnard St Ste 810, Woodland Hills, CA 91367	88875xxxx2	aar@e*************.com							18781	20	20000
US West	Serving theThousand Oaks Area	80552xxxx0
Winters Financial Group Inc	2829 Townsgate Rd Ste 102, Westlake Village, CA 91361	80549xxxx7
Square Peg Capital	Westlake Village, CA 91361	80540xxxx9
Fidelity Investments	1200 Wilshire Blvd Santa Monica, CA 90401	80034xxxx8	a61**@f*****.com			2.5	21			329865		353000
De Groote Financial Group	3013 Willow Ln, Thousand Oaks, CA 91361	80098xxxx2	bru@d**************.com
Kailey N Wagner - Edward Jones	2655 1st St Ste 140 Simi Valley, CA 93065	80530xxxx8	a.j*******@e********.com			5	4			313	126	321
Flagstar Bank	21255 Burbank Blvd, Woodland Hills, CA 91367	86674xxxx3	aar******@f*****.com							33552	348	33000
Nicoll Insurance & Financial Services	5550 Telegraph Rd Ste B4 Ventura, CA 93003	80564xxxx5	joh*****@n************.com	4.2	5	5	2
GKV Capital Management	299 W Hillcrest Dr #119, Thousand Oaks, CA 91360	80549xxxx6	bre@g*******.com									55
Zodak	6600 Topanga Canyon Blvd, Canoga Park, CA 91303	81878xxxx6
EPIC Wealth Partners - Ameriprise Financial Services	250 N Westlake Blvd Ste 200, Westlake Village, CA 91362	80598xxxx3	bro***********@a*.com		63					486	101	508
Southern Lake Property Management Company	5850 Canoga Ave, Los Angeles, CA 91367	80829xxxx5
Nicholas Nino - Ameriprise Financial Services	3027 Townsgate Rd Ste 200 Westlake Village, CA 91361	80527xxxx9	ant**********@a*.com									28
ClearCoast Wealth Management	31365 Oak Crest Dr Ste 225 Westlake Village, CA 91361	80537xxxx4	bsi***@c*********.com			5	1					74
Live Oak Capital Llc	2535 Townsgate Rd #310, Westlake Village, CA 91361	80523xxxx2
Sherwood Financial Partners	2900 Townsgate Rd UNIT 213, Westlake Village, CA 91361	80587xxxx1	c18***************************@s***.wixpress
Edward Jones - Financial Advisor: James Shipe	100 E Thousand Oaks Blvd Suite 124, Thousand Oaks, CA 91360	80541xxxx0	a.j*******@e********.com	5	1
R Squared Financial	5151 N Palm Ave Ste 50 Westlake Village, CA 91362	81862xxxx0	ron@r****************.com
Qmulate Capital	3835 E Thousand Oaks Blvd Ste 383 Thousand Oaks, CA 91362	80546xxxx0	sup**@q***********.com
Keystone Business Advisors	250 N Westlake Blvd STE 230, Westlake Village, CA 91362	80537xxxx0	ale*****@k*********************.com	5	19
A A Capital Ventures	32107 Lindero Canyon Rd Ste 106 Westlake Village, CA 91361	81859xxxx5
Compass Advisors Group	5678 Como Cir, Woodland Hills, CA 91367	81834xxxx0
US West	603 Bristol Ave, Simi Valley, CA 93065	80552xxxx0	bra**@u*******.com
Raymond James	925 Broadbeck Dr Ste 220, Newbury Park, CA 91320	80537xxxx0
Hanes Investment Realty Inc	370 N Westlake Blvd, Westlake Village, CA 91362	81886xxxx5
Glover Peyton	30879 E Thousand Oaks Blvd Westlake Village, CA 91362	80549xxxx4
Jeff D Antoniotti - Morgan Stanley	100 N Westlake Blvd STE 200, Westlake Village, CA 91362	80549xxxx0	int********@m**********.com
Berson Money Management	2660 Townsgate Rd Ste 800 Westlake Village, CA 91361	80537xxxx0	baf***************************@s***.wixpress
Ransenberg Financial & Insurance Services	2815 Townsgate Rd STE 145, Westlake Village, CA 91361	80523xxxx5	je@r********.net	4	4
Securities America	30 Hackamore Ln, Bell Canyon, CA 91307	81822xxxx0	aad******@s**************.com
Nima Investment Company	23586 Calabasas Rd, Calabasas, CA 91302	81882xxxx4
Edward Jones - Financial Advisor: Brandon J Hines	23548 Calabasas Rd Ste 101, Calabasas, CA 91302	81899xxxx4	a.j*******@e********.com							24		23
Greer P H Co	530 Moorpark Ave Ste 210 Moorpark, CA 93021	80552xxxx4
Renaissance Financial Advisory Services - Ameriprise Financial Services	6355 Topanga Canyon Blvd Ste 520, Woodland Hills, CA 91367	81870xxxx2	dns***@a*.com									23
Oak Asset Management	2535 Townsgate Rd #300, Westlake Village, CA 91361	80577xxxx8	bor@o*****.com
Suzanne Joseph & Associates	32750 Barrett Dr Westlake Village, CA 91361	81887xxxx5	cli*********@s***.us			5	1
Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services	24025 Park Sorrento Ste 440, Calabasas, CA 91302	80568xxxx5	cha***********@a*.com							122		130
Kennedy Wealth Management LLC	23901 Calabasas Rd #1064, Calabasas, CA 91302	81822xxxx7	chr******@k**************.com	4.9	46
MFA Wealth Services	100 Thousand Oaks Blvd, Thousand Oaks, CA 91360	80549xxxx4	chr@m**.com
Edward Jones - Financial Advisor: Dawn Simmons	267 Village Commons Blvd Unit 15, Camarillo, CA 93012	80570xxxx7	acc********@e********.com							87384		100000
Edward Jones - Financial Advisor: Paul L Blair IV	2535 Townsgate Rd Ste 211 Westlake Village, CA 91361	80541xxxx1	a.j*******@e********.com
West Coast Capital	1000 Paseo Camarillo Camarillo, CA 93010	80548xxxx0				1	1
JCH Senior Housing Group	5330 Lake Crest Dr Agoura Hills, CA 91301	88891xxxx2	cin@t********.com									107
J G Management	5743 Corsa Ave Ste 200, Westlake Village, CA 91362	81870xxxx4	ana@j***********.com									40
Leach Michelle	31332 Via Colinas Westlake Village, CA 91362	81888xxxx3
He’e Nalu Investing	21550 Oxnard St 3rd Fl Woodland HIlls, CA 91367	21322xxxx1	dav*****@h*************.com
United Vision Financial	5700 Canoga Ave, Woodland Hills, CA 91367	88888xxxx0
Edward Jones - Financial Advisor: Dan Rosen	21701f Devonshire St, Chatsworth, CA 91311	81834xxxx9	a.j*******@e********.com
Bankers Investment Counseling	134 Davis St, Santa Paula, CA 93060	80593xxxx7	jan@b************.net							341		385
Alliance Financial Group	3390 Auto Mall Dr, Westlake Village, CA 91362	80537xxxx0	cha********@a*************.com
CFG Wealth	2829 Townsgate Rd STE 100, Westlake Village, CA 91361	81870xxxx4	inf@c********.com
Commune Capital	31248 Oak Crest Dr, Westlake Village, CA 91361	80536xxxx6	inv****@c**********.com
AI Financial Inc	4356 Cochran St, Simi Valley, CA 93063	80558xxxx9	ast**@a*******.com	4.8	5								5	4
Retirement Planning Associates, Inc.	200 N Westlake Blvd #111, Thousand Oaks, CA 91362	80549xxxx7	dni***@r****.com	5	2
Securities America INC	6355 Topanga Canyon Blvd, Woodland Hills, CA 91367	81871xxxx9	aad******@s**************.com
Charles Schwab	650 S Westlake Blvd, Thousand Oaks, CA 91362	80549xxxx4	acc**********@s***.com	2.8	5
Galt Financial Groups Wealth	2815 Townsgate Rd STE 100, Westlake Village, CA 91361	80544xxxx2	ben***@w*******.com
Mark Smith Financial Services	925 Broadbeck Dr #230, Thousand Oaks, CA 91320	80549xxxx8
Winer Wealth Management Inc	21243 Ventura Blvd Ste 207, Woodland Hills, CA 91364	81867xxxx5	peg@w********.com
Terry Hale Real Estate Training	24955 Pacific Coast Hwy Ste A103 Malibu, CA 90265	88853xxxx2	sup**@t******.com			5	2
Edward Jones - Financial Advisor: Bryce G Wallington, CFP®	30423 Canwood St Ste 134, Agoura Hills, CA 91301	81870xxxx2	a.j*******@e********.com							21	3	25
Edward Jones Invstmnts	3661 Las Posas Rd Ste 171 Camarillo, CA 93010	80538xxxx8
Alexander Till	7415 Faust Ave, West Hills, CA 91307	81851xxxx1
DRH Investments	141 Duesenberg Dr, Westlake Village, CA 91362	31082xxxx0	dn@d*************.com
JDM Financial Group	16350 Ventura Blvd Ste D550 Encino, CA 91436	31047xxxx2	bre**@j*******.com			5	1
Westlake Private Wealth Management	200 N Westlake Blvd Suite 202, Westlake Village, CA 91362	81843xxxx0	ash******@w********.com	5	4
Ryan Burke - Financial Advisor, Ameriprise Financial Services	29899 Agoura Rd Ste 112, Agoura Hills, CA 91301	81822xxxx2	chr************@a*.com
Financial Pointe	5743 Corsa Ave Ste 219, Westlake Village, CA 91362	81833xxxx0	alb***@f************.com
Lindsey & Lindsey Wealth Management, Inc.	4195 E Thousand Oaks Blvd STE 125, Westlake Village, CA 91362	80533xxxx0	chr****@l**************.com
Zuckerman Private Wealth Management	Tarzana, CA 91356	81859xxxx5	cca**@t*******.com			5	3			72	3	73
Edward Jones - Financial Advisor: Thomas Krueger	2659 Townsgate Rd Ste 111 Thousand Oaks, CA 91361	80537xxxx4	a.j*******@e********.com	5	1					87612		100000
Anchor Loans LP	1 Baxter Way Ste 220 Thousand Oaks, CA 91362	31039xxxx0	aar@a********.com	4	56	5	3
Concierge Wealth Management Services	301 Science Dr Suite 110, Moorpark, CA 93021	80590xxxx0	c18***************************@s***.wixpress
National Planning Corp	23548 Calabasas Rd, Calabasas, CA 91302	81822xxxx3	pw-******************************@p************.org
Brookview Investments	694 Warwick Ave, Thousand Oaks, CA 91360	80541xxxx0
Edward Jones - Financial Advisor: Dan Rosen	5950 Canoga Ave Ste 415 Woodland Hills, CA 91367	81834xxxx9	a.j*******@e********.com			5	1
Danny Lawrence J	21031 Ventura Blvd Ste 702, Woodland Hills, CA 91364	81861xxxx0
MPO Capital Investments	Los Angeles, CA 91335	74725xxxx2				5	2
RHB Property Management	925 Broadbeck Dr #200, Newbury Park, CA 91320	87736xxxx2		5	1
Edward Jones	23548 Calabasas Rd Ste 101 Calabasas, CA 91302	81894xxxx0				5	1
Thomas Bruce	2239 Townsgate Rd, Westlake Village, CA 91361	80577xxxx0
Financial Health Real Estate	28632 Roadside Dr Ste 145 Agoura Hills, CA 91301	81837xxxx0
Manchester Financial Inc	2815 Townsgate Rd, Westlake Village, CA 91361	80549xxxx5	adv**@m****************.com
APEX Financial Services	1951 Galt Street, Ste 103, Simi Valley, CA 93065	80552xxxx0
Wagner Financial	196 S Fir St Ste 140 Ventura, CA 93001	80533xxxx0	bob*@w************.com	4.2	5
Edward Jones - Financial Advisor: Maria C Pisa	23548 Calabasas Rd Ste 101 Calabasas, CA 91302	81899xxxx4	acc********@e********.com			5	1			87612		100000
Hartfield Financial & Insurance Services	11856 Balboa Blvd Granada Hills, CA 91344	80552xxxx5	tom@h*****************.com			5	6
DaVinci Capital Partners	30700 Russell Ranch Rd #250, Westlake Village, CA 91362	80534xxxx4	k.s*@d*******.com	5	8							21
Edward Jones - Financial Advisor: Joseph D Lindley	340 N Westlake Blvd Ste 165, Westlake Village, CA 91362	80549xxxx4
Jacobs & Jacobs	455 E Thousand Oaks Blvd STE 101, Thousand Oaks, CA 91360	80549xxxx7	emc******@j************.com	5	9
Churchill Management Group	920 Hampshire Rd Ste A17, Westlake Village, CA 91361	80537xxxx2	ach@c*****************.com									222
Malibu Capital Management Inc	28128 Pacific Coast Hwy, Malibu, CA 90265	31045xxxx3
Zephyr Investment Management	3625 E Thousand Oaks Blvd Ste 145, Westlake Village, CA 91362	80549xxxx0	cmu*@z*****.com		14					61	3	63
Artists Business Management Group - Thousand Oaks	925 Broadbeck Dr # 225, Thousand Oaks, CA 91320	80537xxxx9	alf*@a****.com							125	2	137
Edward Jones - Financial Advisor: Dakota J Bramhall	40 W Cochran St Ste 208, Simi Valley, CA 93065	80595xxxx7	a.j*******@e********.com							87613		100000
Gold Coast Securities Inc	275 E Hillcrest Dr Ste 225, Thousand Oaks, CA 91360	80549xxxx0	aca**@g**.com	1	1
Genworth Financial, Inc	2649 Townsgate Rd Ste 100, Westlake Village, CA 91361	80541xxxx0	aar************@g*****.com
Capital Management Services	30700 Russell Ranch Rd Ste 250 Westlake Village, CA 91362	74722xxxx0	con****@c********.com									30
Sunil Prabhakar - Financial Advisor, Ameriprise Financial Services	2345 Erringer Rd Ste 219, Simi Valley, CA 93065	80557xxxx0	dns***@a*.com
Shidoosh Wealth Management	Thousand Oaks, CA 91362	81843xxxx5	dav@s*****.com							4		4
Crossan Geordie CFP	101 N Westlake Blvd, Westlake Village, CA 91362	81899xxxx9
Financial Specialist Inc	32107 Lindero Canyon Rd, Westlake Village, CA 91361	81858xxxx0
Mesa Wealth Management Inc	266 Mobil Ave, Camarillo, CA 93010	81888xxxx2	san@m*******.com
Short Wealth Management Group - UBS Financial Services Inc.	3011 Townsgate Rd Ste 300, Westlake Village, CA 91361	80536xxxx3	abc*****@u.com
Century 21 Hilltop	2595 strearns, simi valley, CA 93063	88840xxxx4
FMB Wealth Management	100 N Westlake Blvd, Westlake Village, CA 91362	80549xxxx1	a.j@f********.com
Morgan Stanley Wealth Management	21600 Oxnard St, Woodland Hills, CA 91367	81871xxxx0
Davidson Insurance & Financial Services, Inc.	25 W Rolling Oaks Dr #110, Thousand Oaks, CA 91361	80549xxxx4	car@d*****************.com	5	1
Bristol Capital Advisors	555 Marin St STE 140, Thousand Oaks, CA 91360	31033xxxx0	bri*********************@c***********.com
He'e Nalu Investing, Inc.	3275 Old Conejo Rd, Thousand Oaks, CA 91320	21322xxxx1	dav*****@h*************.com
Edward Jones - Financial Advisor: Maria C Pisa	23548 Calabasas Rd, Calabasas, CA 91302	81899xxxx4	a.j*******@e********.com
Acceletrader	400 Camarillo Ranch Rd Ste 101 Camarillo, CA 93012	80538xxxx0
Christopher Goodenough - Financial Advisor, Ameriprise Financial Services	3713 Alamo St Ste 200, Simi Valley, CA 93063	80552xxxx4	chr*******************@a*.com
Life Strategies Advisors, Inc	5716 Corsa Ave, Westlake Village, CA 91362	81848xxxx1	dan***@l*******************.com	5	1
Cambridge Mercantile Corp	21800 Oxnard St, Woodland Hills, CA 91367	81888xxxx8
Morgan Stanley Wealth Management	430 Arneill Rd, Camarillo, CA 93010	80598xxxx7	aar*********@m*********************.com
Searle Financial	651 Via Alondra Ste 701B, Camarillo, CA 93012	80548xxxx3	ama*@s************.com
Duesenberg Investments	300 E Esplanade Dr, Oxnard, CA 93036	80527xxxx6
Edward Jones - Thousand Oaks Financial Advisor - Glen I Bindelgl	2667 N Moorpark Rd Ste 102 Thousand Oaks, CA 91360	80524xxxx0	a.j*******@e********.com
Sherfina Advisors - Ameriprise Financial Services, LLC	275 E Hillcrest Dr #223, Thousand Oaks, CA 91360	80545xxxx9	dns***@a*.com
FMS Financial Partners	5959 Topanga Canyon Blvd, Woodland Hills, CA 91367	81870xxxx1
Doug Messner - Ameriprise Financial Services	3027 Townsgate Rd Ste 200 Westlake Village, CA 91361	80536xxxx1	dns***@a*.com
Westside Retirement & Financial Services	11300 Hartland Ave North Hollywood, CA 91605	94951xxxx3	a.w***@p*******.com			5	8
PlanPrep	275 E Hillcrest Dr Ste 160-123 Thousand Oaks, CA 91360	80058xxxx0	bw@p*******.com
SageView Advisory Group	3075 Townsgate Rd Suite 180, Westlake Village, CA 91361	80541xxxx5	ach@s*************.com
JeRenee Felix- Transamerica-WFG	9301 Oakdale Ave, Ste 100, Chatsworth, CA 91311	83123xxxx1	dns****@a*****.com
Gerhart Group	1000 Paseo Camarillo 105A Camarillo, CA 93010	80538xxxx6		5	2	5	1
Lincoln Financial Advisors	31111 Agoura Rd #200, Westlake Village, CA 91361	81854xxxx0
Alkade Investment Company	4768 Park Granada, Calabasas, CA 91302	81883xxxx6
Edward Jones - Financial Advisor: Miguel A Noriega, CFP®\|CEPA®	300 E Esplanade Dr Ste 570, Oxnard, CA 93036	80598xxxx8	a.j*******@e********.com							87384		100000
Future In-Site Realty Associates, Inc.	638 Lindero Canyon Rd # 361, Oak Park, CA 91377	81891xxxx1
Julie C Lin - Ameriprise Financial Services	3027 Townsgate Rd Ste 200 Westlake Village, CA 91361	80536xxxx3	dns***@a*.com
Kerkis Financial Service Inc	21243 Ventura Blvd, Woodland Hills, CA 91364	81870xxxx0
Securities America Inc	28990 Pacific Coast Hwy Ste 105, Malibu, CA 90265	31045xxxx3
Revolution Financial Management	515 Marin St, Thousand Oaks, CA 91360	81887xxxx4	a.c******@f****************.com	4.3	55
California Capital Management	16255 Ventura Blvd Ste 450 Encino, CA 91436	81878xxxx6				5	2
Pagano Joseph	3625 Thousand Oaks Blvd Suite 138, Westlake Village, CA 91362	80549xxxx8	joe@p**************.com
Samson Financial	651 Via Alondra Ste 715 Camarillo, CA 93012	80550xxxx5	adm@s***************.com
Retirement Planning Solutions	Agoura Hills, CA 91301	81899xxxx5	inf@r*************************.org
Heghine Kirakosyan - Associate Financial Advisor, Ameriprise Financial Services	24025 Park Sorrento Ste 440, Calabasas, CA 91302	81826xxxx0	dns***@a*.com							27		33
Karen Dry - Northwestern Mutual	21800 Oxnard St Ste 800 Woodland Hills, CA 91367	81888xxxx1	kar*********@n.com			5	1			11		25
Titan Investment Co	Big Rock Dr, Malibu, CA 90263	31031xxxx4
Edward Jones	2804 Camino Dos Rios Ste 207, Newbury Park, CA 91320	80549xxxx5	a.j*******@e********.com							40
Pacific Financial Investment Services	32107 Lindero Canyon Rd, Westlake Village, CA 91361	81838xxxx1
Drona Investments	160 Forrester Ct, Simi Valley, CA 93065	80523xxxx6	man******@g**.com
Emmk-group	752 Split Rock Ln, Oak park, CA 91377	80540xxxx3
J.P. Morgan Private Bank	2931 Townsgate Rd, Westlake Village, CA 91361	80585xxxx8	acc****************@j*****.com							90691		116000
Edward Jones - Financial Advisor: George Betjoseph	129 N 10th St, Santa Paula, CA 93060	80593xxxx9	a.j*******@e********.com									7
Duncan-Newman Associates	30300 Agoura Rd Ste B-280, Agoura Hills, CA 91301	81896xxxx5	Bra*********@D*********.com	5	2
Hanes Investment Realty Inc	4500 E Thousand Oaks Blvd #103, Westlake Village, CA 91362	81886xxxx5	bra**@h****.com
Lars H Jorgensen - Financial Advisor, Ameriprise Financial Services, LLC	100 E Thousand Oaks Blvd STE 290, Thousand Oaks, CA 91360	80527xxxx1	dns***@a*.com							100		103
Morando Wealth Management - Tremblay Financial	32129 Lindero Canyon Rd # 107, Westlake Village, CA 91361	80556xxxx2		5	1
Neil Capital	601 Richmond Ave, Oxnard, CA 93030	80533xxxx8
Retirement; Planning Associates	200 N Westlake Blvd, Westlake Village, CA 91362	80549xxxx7	dni***@r****.com
Churchill Management Group	920 Hampshire Rd Westlake Village, CA 91361	80537xxxx2
Bruno Associates	151 Duesenberg Dr, Thousand Oaks, CA 91362	80549xxxx6	cyn**@b***********.net
The Ryding Company	2659 Townsgate Rd, Westlake Village, CA 91361	80537xxxx2	awe**@t*.com	3.7	3
Louis Ashamallah - Ameriprise Financial Services	3027 Townsgate Rd Ste 200 Westlake Village, CA 91361	80527xxxx5	dns***@a*.com
The Private Financing Group	2625 Townsgate Rd Ste 330, Westlake Village, CA 91361	80544xxxx6
Captrust Advisors	2625 Townsgate Rd Ste 330, Westlake Village, CA 91361	81848xxxx0
Advanced Financial Management	6320 Canoga Ave, Woodland Hills, CA 91367	81870xxxx2	don@a*************.com
Ameriprise Financial Inc	31351 Via Colinas Ste 104 Westlake Village, CA 91362	81859xxxx1	ame***************@e.ameriprise							132682		134000
Edward Jones - Financial Advisor: Michael D Price	30423 Canwood St Ste 134 Agoura Hills, CA 91301	81870xxxx3	a.j*******@e********.com
Edward Jones - Financial Advisor: Regina Korossy	2535 Townsgate Rd Ste 211, Westlake Village, CA 91361	80541xxxx1
DaVinci Capital Partners	3788 Calle Posadas Newbury Park, CA 91320	80534xxxx4	k.s*@d*******.com
Strategic Financial	3262 E Thousand Oaks Blvd Thousand Oaks, CA 91362	80549xxxx2
Boyd & Associates	445 E Esplanade Dr Ste 210, Oxnard, CA 93036	80598xxxx8	lm@b***********.com
Itule Real Estate Group	143 Triunfo Canyon Rd Ste 225-E Westlake Village, CA 91361	80537xxxx5	chr@i*******.com
Sterling Financial Strategies	100 N Westlake Blvd # 203, Westlake Village, CA 91362	80526xxxx1	ala******@s************************.com
Mdr Insurance & Finance Services	889 Pierce Ct #102, Thousand Oaks, CA 91360	80549xxxx5	mdr******@e************.com
Edward Jones - Financial Advisor: Hugh Fisher	135 Macaw Ln Ste 110 Simi Valley, CA 93065	80552xxxx7	a.j*******@e********.com							122		122
Signet Strategic Wealth Management	2625 Townsgate Rd #330, Westlake Village, CA 91361	80526xxxx6	cs@s********************.com	5	3
Ljr Tax Financial and Insurance Services	1445 E Los Angeles Ave Ste 114, Simi Valley, CA 93065	80558xxxx3	dat***************@i**.de
Profit Stategies	31194 La Baya Dr Ste 100, Westlake Village, CA 91362	81870xxxx9	inf@p************.com							129	3	128
Ameriprise Financial Advisors	65 W Easy St Unit 106 Simi Valley, CA 93065	80552xxxx4
Carington Financial	2660 Townsgate Rd, Westlake Village, CA 91361	80577xxxx9	g@y****************.com	5	1
Edward Jones - Financial Advisor: Michael D Price, CFP®	30300 Agoura Rd Ste 270, Agoura Hills, CA 91301	81870xxxx3	a.j*******@e********.com							87384		100000
Merrill Lynch Wealth Management	2815 Townsgate Rd Ste 300, Westlake Village, CA 91361	80538xxxx0	ban*******************@m.com	2.5	2
TRUST Management Inc. Aaron, THE Accountant	2829 Townsgate Rd STE 100, Westlake Village, CA 91361	86654xxxx0	aar@a*****************.com	4.6	10					136		140
Guterman Organization	Malibu, CA 90265	21393xxxx5	dgu****@a*.mit
Edward Jones	3055 E Thousand Oaks Blvd Thousand Oaks, CA 91362	80549xxxx4	a.j*******@e********.com
Financial Pointe	3323 Old Conejo Rd, Newbury Park, CA 91320	80549xxxx0	alb***@f************.com	5	1
Boyce & Associates - Ameriprise Financial Services	250 N Westlake Blvd Ste 200 Westlake Village, CA 91362	80598xxxx3	bro***********@a*.com							487	101	505
Moller Investment Group	6591 Collins Dr Ste E11 Moorpark, CA 93021	80529xxxx0	aad*****@d*******.com			1	1
Mosshart Wealth Management	920 Hampshire Rd Ste A4 Westlake Village, CA 91361	80549xxxx7	jpr*****@s***.ad
Edward Jones - Financial Advisor: Kailey N Craig, ChFC®	2655 1st St Ste 140, Simi Valley, CA 93065	80530xxxx8	a.j*******@e********.com							315	126	322
ThreeSixty Asset Advisors	3075 Thousand Oaks Blvd, Westlake Village, CA 91362	88834xxxx3	inf@3**************.com
Gavin Dunne - Allstate Financial Professional	11145 Tampa Ave Ste 20B Los Angeles, CA 91326	32363xxxx9	a**00@a*****.com			5	1
Feria Realestate Group	6303 Owensmouth Ave Fl 10, Woodland Hills, CA 91367	74777xxxx7
Eidmann Capital Advisors	3717 Thousand Oaks Blvd, Westlake Village, CA 91362	80532xxxx0
American Express Financial Dennis Muehlenbach	23622 Calabasas Rd, Calabasas, CA 91302	81870xxxx5	ame****************@a*.com							132659		134000
Tri-Country Insurance Services	8399 Topanga Canyon Blvd, Canoga Park, CA 91304	81888xxxx3	aar******@c*************.com							170778		163000
Oaks Financial Management Inc	30141 Agoura Rd, Agoura Hills, CA 91301	81870xxxx0	she*@o**************.com
Winters Financial Group Inc	2659 Townsgate Rd #213, Westlake Village, CA 91361	80549xxxx7	ric@w****.com
Informatrac Inc	2828 Cochran St, Simi Valley, CA 93065	80528xxxx9	jam************@i********.com
Wells Fargo Wealth Management	2829 Townsgate Rd Ste 215 Westlake Village, CA 91361	80033xxxx4	a.b@w*****************.com
Continuum Global Asset Management	20419 Cheryl Ln Santa Clarita, CA 91350	66131xxxx0	joh****@c********.com			5	8
Morgan Stanley Wealth Management	199 W Hillcrest Dr, Thousand Oaks, CA 91360	21276xxxx0	aal*****@m**********.com							113324	3094	131000
Geisbauer Wealth Management	2655 1st St Ste 250, Simi Valley, CA 93065	80555xxxx7	tim@g**************.com									135
Retirement; Planning Associates	200 N Westlake Blvd Ste 111 Westlake Village, CA 91362	80549xxxx7	dni***@r****.com
John Foster - Ameriprise Financial Services	31351 Via Colinas Ste 104 Westlake Village, CA 91362	81859xxxx1	dns***@a*.com							46		45
Shidoosh Wealth Management LLC	3435 E Thousand Oaks Blvd suite 6476, Westlake Village, CA 91362	81843xxxx5	dav@s*****.com							4		4
Michael S Anton - Ameriprise Financial Services	5855 Topanga Canyon Blvd Ste 500 Woodland Hills, CA 91367	81822xxxx2	ant*********@a*.com			5	1			360		371
Commercial Capital Plus Inc	920 Hampshire Rd Ste A3 Westlake Village, CA 91361	31027xxxx4
Allison Asset Mgmt	5939 Canoga Ave, Woodland Hills, CA 91367	81888xxxx9
Promark Investments	223 E Thousand Oaks Blvd Ste 412, Thousand Oaks, CA 91360	80537xxxx8	inf@p****************.com
Mila Kisz - Edward Jones	400 W Ventura Blvd Ste 115 Camarillo, CA 93010	80576xxxx0	a.j*******@e********.com
Edward Jones - Financial Advisor: Pritipal Bhinder	1341 E Thousand Oaks Blvd Ste 100, Thousand Oaks, CA 91362	80549xxxx6	a.j*******@e********.com	3	2					87384		100000
Edward Jones	2629 Townsgate Rd Ste 135 Westlake Village, CA 91361	80549xxxx1	a.j*******@e********.com			5	1			87612		100000
Bowers Investment Management, Inc.	199 W Hillcrest Dr, Thousand Oaks, CA 91360	80598xxxx8
Roundtree Financial	4035 E Thousand Oaks Blvd #260, Westlake Village, CA 91362	81858xxxx5	ken*@r***************.com
TD Ameritrade	650 S Westlake Blvd, Westlake Village, CA 91362	80536xxxx7	aam*********@t*********.com	3.9	8					646210	192	658000
Omninet Property Management	2801 Townsgate Rd #240, Westlake Village, CA 91361	80549xxxx1	abi**@o****.com
Palm Capital Management	2945 Townsgate Rd #200, Westlake Village, CA 91361	80572xxxx0	ala@p***.com
Alexander Warren Franklin - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	81871xxxx9	afr****@a*.com
Topa Insurance Company	24025 Park Sorrento Ste 300, Calabasas, CA 91302	81846xxxx0	ame**@t*****.com
Western International Securities	2555 Townsgate Rd, Westlake Village, CA 91361	80549xxxx8
MJ Real Estate Investors	32107 Lindero Canyon Rd #222, Westlake Village, CA 91361	81831xxxx2		5	1
Michael J Chibidakis	18919 Nordhoff St Ste 6C Raymond James Financial Services, Inc Northridge, CA 91324	81833xxxx7	sup**@l*******.com			5	2
Kyle Reed - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	81871xxxx8	dav**********@a*.com
Westlake Capital Investment Council	1800 Bridgegate St, Westlake Village, CA 91361	81899xxxx8
RPM Advisors of Raymond James	3027 Townsgate Rd Ste 100, Westlake Village, CA 91361	87728xxxx8	aar**********@r*********.com							17505		18000
Pacific Point Asset Management	23622 Calabasas Rd Ste 300, Calabasas, CA 91302	80075xxxx4	chr****@p***********.com
Daniel Bodemeijer - Private Wealth Advisor, Ameriprise Financial Services, LLC	100 E Thousand Oaks Blvd STE 290, Thousand Oaks, CA 91360	80577xxxx5	ang****************@a*.com	5	2							130
CAPTRUST	2625 Townsgate Rd #330, Westlake Village, CA 91361	81848xxxx0	a@c*******.com
Burr Financial, Inc.	2659 Townsgate Rd Ste 109, Westlake Village, CA 91361	80549xxxx9	ash*@b**********.com									53
Pacific Oak Wealth Management	6303 Owensmouth Ave Fl 10 Los Angeles, CA 91367	31047xxxx9	sho*@p*********.com			5	1
Investec	305 Capistrano Ct Camarillo, CA 93010	80538xxxx9
MainStreet Financial Planning - Westlake Village	30700 Russell Ranch Rd Ste 250 Westlake Village, CA 91362	88889xxxx3	nn@m*****************.com			4.5	2			403		436
The Robert L Johnson Group - Morgan Stanley	100 N Westlake Blvd STE 200, Westlake Village, CA 91362	80061xxxx5	acc********@m**********.com
Escient Financial	Simi Valley, CA 93065	80586xxxx5	a26***********************************@w***************.com
Daily M F Investment	2357 Pickwick Dr Camarillo, CA 93010	80548xxxx1
Zephyr Investment Management, Inc.	3625 E Thousand Oaks Blvd Ste 145, Westlake Village, CA 91362	80549xxxx0	cmu*@z*****.com	5	1
Opis Companies	30 Hackamore Ln Ste 1, Bell Canyon, CA 91307	81899xxxx7	aca****@o*.com
Forum Financial Management, LP	100 E Thousand Oaks Blvd STE 200, Thousand Oaks, CA 91360	80549xxxx6	cge***@f***********.com
A.J. Morgan & Company	8315 Beverly Blvd Ste 100 Los Angeles, CA 90048	32365xxxx4	c18***************************@s***.wixpress			3.8	13
Edward Jones - Financial Advisor: Bryce G Wallington	32129 Lindero Canyon Rd Ste 100 Westlake Village, CA 91361	81870xxxx2	a.j*******@e********.com
First Capital Benefit Advisors, Inc.	4385 Ambercrest Pl, Westlake Village, CA 91362	85524xxxx6		5	1
The Mentor Group, Inc.	200 N Westlake Blvd UNIT 204, Thousand Oaks, CA 91362	81899xxxx0	bca***@t*********.com	4.2	5
All One Wealth	Los Angeles, CA 90049	31035xxxx6	cca***@a*********.com
Mission Wealth	468 Pennsfield Pl Ste 200 Thousand Oaks, CA 91360	80569xxxx6	ach**@m**********.com
National Benefit Services Inc	340 N Westlake Blvd, Westlake Village, CA 91362	81899xxxx9	geo**@n*********.com							72		70
Edward Jones - Financial Advisor: Kyle W Lundberg	340 N Westlake Blvd Ste 165 Westlake Village, CA 91362	80549xxxx4	acc********@e********.com			5	1					113
Wealth Resources Group	2945 Townsgate Rd Ste 200 Westlake Village, CA 91361	81888xxxx0	doe***@w*****************.com					5	24	3353	49	3300
Townsgate Wealth Management	2535 Townsgate Rd Suite 306, Westlake Village, CA 91361	80592xxxx5	con**@p***********.org
JRS Investment Group	2867 Calendula Ct Thousand Oaks, CA 91360	80524xxxx0
Jeffrey Taylor - Private Wealth Advisor, Ameriprise Financial Services	6355 Topanga Canyon Blvd Ste 520, Woodland Hills, CA 91367	81870xxxx2	dns***@a*.com							23		23
Investment	22144 Clarendon St, Woodland Hills, CA 91367	81888xxxx0
Tax Savings Investor	4550 Thousand Oaks Blvd Ste 200 Westlake Village, CA 91362	61932xxxx4
Charles Schwab	16000 Ventura Blvd Ste 1105 Encino, CA 91436	81897xxxx0	app*****************@s***.com	4	5	3.1	7
Gerber Kawasaki Wealth & Investment Management	2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405	42456xxxx0	a18***************************@s***.wixpress	4.6	138	4.8	199			27708		27000
Edward Jones - Camarillo Financial Advisor - Samson Ghaffari	2360 Ventura Blvd Ste B Camarillo, CA 93010	80538xxxx9	a.j*******@e********.com
Wedbush Securities	5855 Topanga Canyon Blvd Ste 510, Woodland Hills, CA 91367	81822xxxx0	a.c@w****.com							4510	289	4500
MetLife Financial Planning and Insurance Agency	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	80536xxxx8
Ridgeline Private Wealth Management	400 W Ventura Blvd, Camarillo, CA 93010	80546xxxx0	dre*******@r*********.com
Jonathan Rowsey - Financial Advisor, Ameriprise Financial Services	24025 Park Sorrento Ste 320, Calabasas, CA 91302	81870xxxx5	ada***********@a*.com							613		637
Dallas Bill	27001 Agoura Rd Ste 350, Agoura Hills, CA 91301	81822xxxx6
Don Hance Jr - LifeSighted	339 Swarthmore Ave Pacific Palisades, CA 90272	42429xxxx0	don@l**********.com			5	1
Fidelity Investments	111 S Westlake Blvd #1, Thousand Oaks, CA 91362	80038xxxx4	a61**@f*****.com	3.8	17					329864		353000
Cogent Independent Advisors Inc.	199 W Hillcrest Dr, Thousand Oaks, CA 91360	80558xxxx4	del*@c***********.com
T Jolls Incorporated	24283 Pacific Coast Hwy, Malibu, CA 90265	31045xxxx5
Suadela Investments	28310 Roadside Dr Ste 206, Agoura Hills, CA 91301	81822xxxx9
Gardena Financial	1516 W Redondo Beach Blvd, Gardena, CA 90247	42499xxxx9		4.8	35	4.7	159			50		54
Edward Jones - Financial Advisor: Giancarlo G Hamner	4580 E Thousand Oaks Blvd Ste 180 Westlake Village, CA 91362	80537xxxx4	a.j*******@e********.com
Financial Transition Partners	2535 Townsgate Rd suite 203, Westlake Village, CA 91361	81870xxxxxxx5	bil********@f********.com
Edward Jones - Financial Advisor: Todd Augustine	2804 Camino Dos Rios Ste 207 Thousand Oaks, CA 91320	80549xxxx5	a.j*******@e********.com
Ladenburg Thalmann Financial Services	24003 Ventura Blvd, Calabasas, CA 91302	81844xxxx5	abr*******@l******.com
Nationwide Mortgage Group	21053 Devonshire St, Chatsworth, CA 91311	40864xxxx9	dom*@r*.ca
Morgan Stanley Dean Witter	267 W Hillcrest Dr Thousand Oaks, CA 91360	80549xxxx9				1	2
Cullen Fortier Asset Management	5655 Lindero Canyon Rd Ste 521 Westlake Village, CA 91362	81888xxxx9
Morgan Stanley Wealth Management	300 E Esplanade Dr, Oxnard, CA 93036	80527xxxx0	aar*********@m*********************.com
CPR Financial & Insurance Services	1464 Madera Rd Ste N390 Simi Valley, CA 93065	87743xxxx7	adm@c*********.com			3	2	5	5	203	8	204
Edward Jones - Financial Advisor: Nicolas A Cardenas	9913 Topanga Canyon Blvd, Chatsworth, CA 91311	81899xxxx4	a.j*******@e********.com							87384		100000
Silberman Mitch Financial Network	5743 Corsa Ave Ste 210, Westlake Village, CA 91362	81899xxxx2	mit@s************.com
Agoura Hills Financial	21820 Burbank Blvd Ste 250 Woodland Hills, CA 91367	81870xxxx2	all**@a*****************.com			5	6	4.6	14	513		501
Hasz Chuck Enterprises Inc	6016 Fallbrook Ave, Woodland Hills, CA 91367	81899xxxx6
Joel E Boyce - Private Wealth Advisor, Ameriprise Financial Services	250 N Westlake Blvd Ste 200, Westlake Village, CA 91362	80598xxxx3	bro***********@a*.com							486	101	508
Dukes Wealth Management	650 S Westlake Blvd, Thousand Oaks, CA 91362		chr******@d***********.com	5	1
Ascent Wealth Management	4195 E Thousand Oaks Blvd Ste 125, Westlake Village, CA 91362	80531xxxx0
Heritage Capital Strategies	2555 Townsgate Rd, Westlake Village, CA 91361	80560xxxx8	jsm*@h***.com
Agoura Asset Management	32107 Lindero Canyon Rd Westlake Village, CA 91361	81887xxxx4
Lee Drukman Financial Services	29965 Trail Creek Dr, Agoura Hills, CA 91301	81899xxxx1	dom**@a*********.com
C E Skowrup & Co	32107 Lindero Canyon Rd Ste 211 Westlake Village, CA 91361	81886xxxx0
Westlake Financial Management	3625 E Thousand Oaks Blvd Suite 208, Thousand Oaks, CA 91362	80599xxxx0	adm@w*******.com	2	4
Knapp Financial Advisors	23548 Calabasas Rd Ste 107 Calabasas, CA 91302	81822xxxx3				4	4
Edward Jones - Financial Advisor: Clark P Neel	484 E Los Angeles Ave Ste 207 Moorpark, CA 93021	80552xxxx5	a.j*******@e********.com									32
BackNine Insurance and Financial Services, Inc.	310 N Westlake Blvd Ste 240 Westlake Village, CA 91362	80555xxxx3	ame*@b*****.com	4.9	188			5	202			763
Armen Arzumanyan - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	81859xxxx3	arm*************@a*.com
Heritage Management & Investment	792 E Thousand Oaks Blvd, Thousand Oaks, CA 91360	80549xxxx1
Scott Wilcox - Financial Advisor, Ameriprise Financial Services	250 N Westlake Blvd Ste 200, Westlake Village, CA 91362	80598xxxx3	bro***********@a*.com		2					486	101	508
Align Investment Advisors, LLC	2625 Townsgate Rd Ste 330, Thousand Oaks, CA
Utopia Property Management \| Westlake Village, CA	30700 Russell Ranch Rd #250, Westlake Village, CA 91362	80539xxxx9	aar@u*************.com	4.9	32					6530	104	6500
Emily Trematerra - Associate Financial Advisor, Ameriprise Financial Services	31351 Via Colinas Ste 104, Westlake Village, CA 91362	81859xxxx1	dns***@a*.com							46		45
Smart Real Estate Investments, Inc	275 E Hillcrest Dr, Downtown Thousand Oaks, Thousand Oaks, CA 91360	80579xxxx4	joh*****@s***************.com
Victoria Lynne Black - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	80527xxxx9	ant**********@a*.com
Shane Hamashige - Sabre Financial Services	2945 Townsgate Rd Ste 200 Westlake Village, CA 91361	80571xxxx7	ari@s*************.net
selko financial	600 Hampshire Rd, Westlake Village, CA 91361	80537xxxx0	inf@s************.com
ALFORD ACCOUNTANCY CORP.	2660 Townsgate Rd, Westlake Village, CA 91361	80523xxxx5	alf********@d***************.com
Summit Business Management, Inc.	21650 Oxnard St Ste 350, Woodland Hills, CA 91367	81898xxxx5	cru*****@s***************.com
Reed And Ball Inc	1000 Newbury Rd Ste 205, Newbury Park, CA 91320	80537xxxx9	las@r******.com
BlackStone Brokerage Group	5311 Topanga Cyn Blvd Ste 201 Woodland Hills, CA 91364	81860xxxx8	bri@b****.us			5	3
Mercer Advisors	4009 Mission Oaks Blvd Camarillo, CA 93012	80598xxxx0	aar******@m***********.com	5	2					2771	28	2800
Ball & Company	1000 Newbury Rd suite 205 suite 205, Thousand Oaks, CA 91320	80537xxxx9	inf@b************.com
Stifel	2945 Townsgate Rd Ste 110, Westlake Village, CA 91361	80549xxxx0	abb**@s***.com							4779		5200
Panattoni Investments	2610 Conejo Spectrum St Newbury Park, CA 91320	80549xxxx8
Virtual Partners Group Inc	20938 Strathern St, Canoga Park, CA 91304	81871xxxx7	car@v*****************.com							60	7	57
Legacy Group Realty	4680 E Los Angeles Ave Ste P, Simi Valley, CA 93063	80552xxxx4
Tamar Securities	21031 Ventura Blvd STE 1101, Woodland Hills, CA 91364	81891xxxx0	ami@t*************.com							130	6	133
Hooks Wealth and Tax Solutions	1203 Flynn Rd Ste 250 Camarillo, CA 93012	80576xxxx2	bra@h*********.com
American Financial Network	23975 Park Sorrento Ste 250, Calabasas, CA 91302	81826xxxx4
Roman Kisz, AAMS, CRPS - Edward Jones	400 W Ventura Blvd Ste 115 Camarillo, CA 93010	80576xxxx0	a.j*******@e********.com
Cambridge Wealth Management	3717 Thousand Oaks Blvd #195, Westlake Village, CA 91362	80541xxxx4
Dgh Financial Services Inc	9586 Topanga Canyon Blvd, Chatsworth, CA 91311	81899xxxx4
Edward Jones - Financial Advisor: Stuart M Laba, AAMS™	171 E Thousand Oaks Blvd Ste 107, Thousand Oaks, CA 91360	80549xxxx2	a.j*******@e********.com	5	1					88087		101000
K-No Enterprises	5655 Lindero Canyon Rd, Westlake Village, CA 91362	81887xxxx0
Cambridge Wealth Management	3717 E Thousand Oaks Blvd, Westlake Village, CA 91362	80541xxxx4
Edward Jones	4580 E Thousand Oaks Blvd, Westlake Village, CA 91362	80537xxxx4	a.j*******@e********.com							87613		100000
Summit Wealth Managemnt Grp	400 Camarillo Ranch Rd, Camarillo, CA 93012	80538xxxx6	bar**@y*************.com							202	3	205
Monocot Wealth Management	2659 Townsgate Rd, Westlake Village, CA 91361	80544xxxx4	inf@m***********.com
Online Trading Academy Los Angeles - Woodland Hills	21300 Victory Blvd Ste 100 Woodland Hills, CA 91367	81867xxxx7	abi@t************.com			3.9	42			109397	203	116000
NBS Financial Services		80549xxxx7	geo**@n*********.com
Platinum Capital Financial	5743 Corsa Ave, Westlake Village, CA 91362	81899xxxx0	alb***@f************.com
Harmony Mortgage Bankers	699 Hampshire Rd Ste 210 Westlake Village, CA 91361	80537xxxx1	Chr@H******.com
Summit Investments Group	24701 Calle Conejo, Calabasas, CA 91302	81822xxxx2
Innovative Financial	980 Enchanted Way Ste 205 Simi Valley, CA 93065	80552xxxx0				3	4
Reed Capital Management	3717 E Thousand Oaks Blvd Thousand Oaks, CA 91362	80527xxxx6	har***@r******************.net
N B S Financial Services Inc	340 N Westlake Blvd Ste 112, Westlake Village, CA 91362	80549xxxx7	ana**@f*******.com							72		70
Royal Alliance Associates	2239 Townsgate Rd Ste 207 Westlake Village, CA 91361	80577xxxx0				2.3	3
Silagi Inc	101 Hodencamp Rd # 200, Thousand Oaks, CA 91360	80549xxxx4	2ec***********************************@w***************.com
Morton Capital Management	27200 Agoura Rd Ste 200 Agoura Hills, CA 91301	81822xxxx7	aba*****@m**********.com	4.5	2	5	1	5	9			88
Selah Wealth Advisors		80579xxxx0		5	12
M & a Capital LLC	32129 Lindero Canyon Rd UNIT 204, Westlake Village, CA 91361	81870xxxx0	adm********@m*****.com	1	1
The Wealth Collaborative Inc	30699 Russell Ranch Rd, Westlake Village, CA 91362	81857xxxx0	inf@t********************.com
Best Interest Financial Group	2945 Townsgate Rd Ste 200, Westlake Village, CA 91361	80538xxxx9	inf@b*******************.com
Coastal Wealth Advisors	3255 Old Conejo Rd Suite 201, Thousand Oaks, CA 91320	80537xxxx1	adm@d*********.com
Real Property Management Limitless	275 E Hillcrest Dr Suite 160-124, Thousand Oaks, CA 91360	80570xxxx0	bri@r*********.com	5	22
Pavan Capital	2625 Townsgate Rd Westlake Village, CA 91361	80526xxxx1
Gareth E Rich Cfp	5210 Lewis Rd Agoura Hills, CA 91301	81888xxxx5
Liberty Construction and Investments	2975 E Hillcrest Dr, Ste 402, Thousand Oaks, CA 91362	80555xxxx6
Vapor Hub International	67 W Easy St Ste 115 Simi Valley, CA 93065	80558xxxx0
Hbsn Investment Comp	21201 Victory Blvd, Canoga Park, CA 91303	81870xxxx0
Jmn Financial	2625 Townsgate Rd Ste 310, Westlake Village, CA 91361	80541xxxx0	iad****@j**********.com
Investor’s Advantage	200 N Westlake Blvd Ste 109 West Lake Village, CA 91362	80549xxxx7	con**@w******.com			4.2	5
Platinum Trust Group	21900 Burbank Blvd Fl 3 Woodland Hills, CA 91367	70237xxxx5	bro*@p***************.com			5	2					36
Rick H Koff - Financial Advisor, Ameriprise Financial Services	30700 Russell Ranch Rd Ste 250, Westlake Village, CA 91362	74722xxxx2	dns***@a*.com							93		95
Velocity Mortgage Capital	30699 Russell Ranch Rd Ste 295 Westlake Village, CA 91362	86650xxxx3	ade*****@v*************.com			3.1	13	4.7	63	967	164	1000
Mdd Investments LLC	222 W Hillcrest Dr, Thousand Oaks, CA 91360	80549xxxx0
Edward Jones - Financial Advisor: Dan Rosen, AAMS™	5950 Canoga Ave Ste 415, Woodland Hills, CA 91367	81834xxxx9	a.j*******@e********.com							87612		100000
Credit Capital LLC	3075 Townsgate Rd #330, Westlake Village, CA 91361	31046xxxx4
Doug Messner - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	80536xxxx1	dns***@a*.com
Edward Jones Invstmnts	870 Hampshire Rd Westlake Village, CA 91361	80549xxxx1
David Ernest Feuerhelm - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	81859xxxx5	dav**********@a*.com
Maria Tagliaferri - Financial Advisor, Ameriprise Financial Services	29899 Agoura Rd Ste 112, Agoura Hills, CA 91301	81822xxxx2	chr************@a*.com
Accord Management Systems	1429 E Thousand Oaks Blvd, Thousand Oaks, CA 91362	80523xxxx0	bi@a*******.com					4.5	77	47669		48000
Whitman Peterson LLC	3075 Townsgate Rd STE 210, Westlake Village, CA 91361	81848xxxx0	bat**@w************.com	5	1
Pacific Assets Investment Corp	31360 Via Colinas, Westlake Village, CA 91362	31058xxxx0	awa*@n**.org							2099	20	2200
Wealthcare Alliance Inc	2629 Townsgate Rd STE 245, Westlake Village, CA 91361	80544xxxx0	jim@w*****************.com
Daniel Bodemeijer - Ameriprise Financial Services	100 E Thousand Oaks Blvd Ste 290 Thousand Oaks, CA 91360	80577xxxx5	ang****************@a*.com									130
Nicholas Nino - Private Wealth Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	80527xxxx9	ant**********@a*.com							27		28
Schramm Financial Group	27951 Smyth Dr Ste 100 Valencia, CA 91355	66129xxxx5	aar**********@r*********.com			5	1			17481		18000
California Commercial Investment Group	4530 E Thousand Oaks Blvd Ste 100, Westlake Village, CA 91362	80549xxxx0	ali@c*****.com	3.5	49
SABRE Financial Services	2945 Townsgate Rd STE 200, Westlake Village, CA 91361	80098xxxx1	ari@s*************.net	5	1
Pennymac	3043 Townsgate Rd #200, Westlake Village, CA 91361	81822xxxx2	aak********@p*****.com	4.8	1170					25239	944
Robert F Escudero-Edward Jones	2659 Townsgate Rd Ste 111 Westlake Village, CA 91361	80537xxxx4	a.j*******@e********.com
Kyle Whitten - Financial Advisor, Ameriprise Financial Services	24025 Park Sorrento Ste 320, Calabasas, CA 91302	81870xxxx5	ada***********@a*.com							613		637
Garrett De Buiser - Private Wealth Advisor, Ameriprise Financial Services	31351 Via Colinas Ste 104, Westlake Village, CA 91362	81859xxxx1	dns***@a*.com							46		45
California Commercial Investment Companies	4530 Thousand Oaks Blvd Suite 100, Westlake Village, CA 91362	80549xxxx0	ali@c*****.com	3.4	58
Jeff Cordova - Associate Manager, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	81859xxxx1	dns***@a*.com
Landerson Financial	16133 Ventura Blvd Fl 7 Encino, CA 91436	74732xxxx7	inf@l****************.com
Pence Wealth Management - Financial Advisors	468 Pennsfield Pl STE 201, Thousand Oaks, CA 91360	80073xxxx3	aay**********@p********.com	5	1
Morton Wealth	27200 Agoura Rd, Calabasas, CA 91301	81822xxxx7	cli*********@m*********.com
Turnberry Financial Service of California	650 Hampshire Rd Ste 100 Westlake Village, CA 91361	80537xxxx0
Capital Management	23945 Calabasas Rd, Calabasas, CA 91302	81822xxxx7	aba*****@m**********.com									89
Lamia Financial Group	100 E Thousand Oaks Blvd, Thousand Oaks, CA 91360	80549xxxx7	a@l*************.com							336	37	348
Diamond Association Management, Inc	199 W Hillcrest Dr, Thousand Oaks, CA 91360	80559xxxx0	che**@a***************.com	1	1
SC Insurance Services Inc	2659 Townsgate Rd Ste 102 Westlake Village, CA 91361	80541xxxx0
Spach & Associates - Ameriprise Financial Services	24025 Park Sorrento Ste 440, Calabasas, CA 91302	81826xxxx0	dns***@a*.com							28		34
TF Oberman & Associates	325 E Hillcrest Dr, Thousand Oaks, CA 91360	80549xxxx3
CRG Asset Management	973 Via Heraldo Newbury Park, CA 91320	80537xxxx0
Oder & Stewart Investment Management	21300 Victory Blvd Ste 1050, Woodland Hills, CA 91367	81867xxxx6	ehe*******@o****.com
Envy Financial	Calabasas, CA 91301	90955xxxx0	agu**********@g**.com			5	4			76	2	77
Eagleson Arndt Financial Advisors, LLC	100 Thousand Oaks Blvd Suite 174, Thousand Oaks, CA 91360	80549xxxx0		5	2
Carney Wealth Management	5655 Lindero Canyon Rd, Westlake Village, CA 91362	81887xxxx0
Pure Financial Advisors	6320 Canoga Ave Ste 920 Woodland Hills, CA 91367	81880xxxx0	abb******@p**********.com			5	1			1667		1700
Fidelity Investments	111 S Westlake Blvd Ste 103, Thousand Oaks, CA 91362	80549xxxx2	a61**@f*****.com							329265		353000
Selected Capital Management	23536 Clarendon St, Woodland Hills, CA 91367	81899xxxx4
Robert Kay - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	80527xxxx2	dns***@a*.com
McCaffrey Insurance Services - New York LIfe Insurance Company	4525 Industrial St Ste 4-A Simi Valley, CA 93063	80552xxxx0	cid***********@n********.com			5	1
Edward Jones - Financial Advisor: Maria C Pisa, AAMS™	28127 Agoura Rd, Agoura Hills, CA 91301	81899xxxx4	a.j*******@e********.com							87384		100000
Warren Wealth Management	1200 Paseo Camarillo Ste 150, Camarillo, CA 93010	80538xxxx4	bc2***********************************@w***************.com
LA's BEST REALTOR - Roman Bruno at Coldwell Banker	5215 Campos Rd, Woodland Hills, CA 91364	31066xxxx9	LAs*********@g**.com							2286	20	2200
Thomas Moccia - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	81859xxxx0	dns***@a*.com
Axianta Financial Partners	26570 Agoura Rd Ste 120 Calabasas, CA 91302	81846xxxx6	ann@a*****.com			3.8	19
Garrett De Buiser - Ameriprise Financial Services	31351 Via Colinas Ste 104 Westlake Village, CA 91362	81859xxxx1	dns***@a*.com							46		45
Mike Wolf & Associates	207 W Los Angeles Ave Ste 343 Moorpark, CA 93021	80522xxxx0	2c5***********************************@w***************.com			5	1
TriaGen Wealth Management	23801 Calabasas Rd Ste 1010, Calabasas, CA 91302	81873xxxx3	bry*******@t**********.com
Revolution Financial Management	515 Marin St Ste 408, Thousand Oaks, CA 91360	81887xxxx4	ada*******@f****************.com
Gabler, Nino & Associates - Ameriprise Financial Services	3027 Townsgate Rd Ste 200 Westlake Village, CA 91361	80527xxxx9	ant**********@a*.com							27		28
R & K Investments	2951 E Thousand Oaks Blvd, Thousand Oaks, CA 91362	80549xxxx3
Mission Wealth	370 N Westlake Blvd Ste 100, Westlake Village, CA 91362	80537xxxx3	ach**@m**********.com
Raja Financial	502 Euclid St Santa Monica, CA 90402	31057xxxx4	mra@c*****.com			5	1
Kirsch Wealth Management	24013 Ventura Blvd, Calabasas, CA 91302	81822xxxx0	aar@k*********.com
The Management Trust	100 Thousand Oaks Blvd Suite 115, Thousand Oaks, CA 91360	80549xxxx4	aar*********@m************.com	4.9	89					37296		37000
Morgan Stanley	100 N Westlake Blvd, Westlake Village, CA 91362	80549xxxx1	acm*********@m**********.com
Impact Fiduciary	21 Miller Aly Ste 210 Pasadena, CA 91105	32367xxxx4	chr*******@i************.com			5	30
Mitch Silberman & Associates	28720 Roadside Dr Agoura Hills, CA 91301	81899xxxx2
Citi Personal Wealth Management	974 S Westlake Blvd Westlake Village, CA 91361	80549xxxx1
Merrill Lynch Wealth Management	21215 Burbank Blvd Ste 610, Woodland Hills, CA 91367	80087xxxx1	ban*******************@m.com
EP Wealth Advisors	5743 Corsa Ave # 224, Westlake Village, CA 91362	42466xxxx3	ab@e*******.com
Lifetime Planning	1200 Paseo Camarillo Ste 190 Camarillo, CA 93010	80598xxxx8				4	4
Edward Jones - Financial Advisor: Tom Yoon	2659 Townsgate Rd Ste 111 Westlake Village, CA 91361	80537xxxx4	a.j*******@e********.com							87612		100000
Christopher Soulios	Westlake Village, CA 91361
Jeffrey Pasternak - Ameriprise Financial Services	3027 Townsgate Rd Ste 200 Westlake Village, CA 91361	80527xxxx2	dns***@a*.com
Providence Financial and Insurance Services	20335 Ventura Blvd Ste 125 Woodland Hills, CA 91364	81888xxxx3	ant**********@p*******************.com			5	15			1312	146
Baldwin Partners Group, LLC	1309 El Hito Cir Pacific Palisades, CA 90272	32345xxxx3				5	2
Cedarstone Advisors	3125 Old Conejo Rd Unit 7, Thousand Oaks, CA 91320	88857xxxx2	han*@c***************.com	5	2
Mutual Securities	807 Camarillo Springs Rd Ste A, Camarillo, CA 93012	80576xxxx0	a@m***************.com
Abacus Wealth Partners	340 N Westlake Blvd #160, Westlake Village, CA 91362	88842xxxx7	aca**@a*********.com							895		932
Cal Pacific Wealth Management	756 Lakefield Rd # D, Westlake Village, CA 91361	80585xxxx0	jpe*@p**.com
Cambridge Capital Management, LLC	5850 Canoga Ave, Woodland Hills, CA 91367	80077xxxx3
Ochs Management	3625 E Thousand Oaks Blvd #271, Thousand Oaks, CA 91362	80537xxxx0	lea@o********.com	3.7	6							92
The Warren Group Wealth Management, Inc.	2555 Townsgate Rd Ste 300 Westlake Village, CA 91361	81881xxxx1	ama***********@w**************.com	5	2	5	9
Edward Jones - Financial Advisor: Diana Reyes	26701 McBean Pkwy Ste 150 Santa Clarita, CA 91355	81889xxxx4	a.j*******@e********.com			5	4					97
GKV Capital Management	299 W Hillcrest Dr, Thousand Oaks, CA 91360	80549xxxx6	bre@g*******.com
Edward Jones - Financial Advisor: Chelsea L Reed	2655 First St Ste 140 Simi Valley, CA 93065	80530xxxx8	a.j*******@e********.com							136	3	142
David Racusin - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	81859xxxx2	dav**********@a*.com
Dan Casey Financial Planning	890 Hampshire Rd, Westlake Village, CA 91361	80537xxxx7	dan@w******.com
Gold Coast Securities	275 E Hillcrest Dr # 225, Thousand Oaks, CA 91360	80549xxxx0	aca**@g**.com	1	1
RTJ Financial Management	201 Wilshire Blvd Fl 3 Santa Monica, CA 90401	31058xxxx0	hel@m**.com			5	3	4.5	77	47683		48000
Julie C Lin - Financial Advisor, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	80536xxxx3	dns***@a*.com
Daniel Bodemeijer - Private Wealth Advisor, Ameriprise Financial Services	100 E Thousand Oaks Blvd Ste 290, Thousand Oaks, CA 91360	80577xxxx5	ang****************@a*.com	5	2					126		130
IV Investments, LP	22020 Clarendon St, Woodland Hills, CA 91367	81888xxxx0	amy*******@i**.com
Revolution Financial Management	28632 Roadside Dr, Agoura Hills, CA 91301	81887xxxx4	ada*******@f****************.com
Geordie Crossan Cfp	340 N Westlake Blvd Ste 112, Westlake Village, CA 91362	81899xxxx9
Assetsmart	26707 Agoura Rd, Calabasas, CA 91302	80075xxxx8	bbr*@a*******.com
Silvers Financial Services	21730 Devonshire St Los Angeles, CA 91311	81871xxxx3	c18***************************@s***.wixpress			5	7
Property Management Realty	2535 Thousand Oaks Blvd, Thousand Oaks, CA 91362	80549xxxx9		3.7	3
Pointwealth Capital Management	16130 Ventura Blvd Ste 670 San Fernando Valley, CA 91436	81839xxxx9	ggr*****@i***********.com			5	4					68
Agg Asset Management, Llc	2659 Townsgate Rd #202, Westlake Village, CA 91361	80549xxxx4	ale@a****************.com
Hankey Investment Co	27450 Pacific Coast Hwy, Malibu, CA 90265	31058xxxx3
Guglielmo Accounting, Inc.	2625 Townsgate Rd STE 200, Thousand Oaks, CA 91361	80537xxxx7	acc***@4*.com	5	2
Summit Financial Consultants Inc	3075 Townsgate Rd, Westlake Village, CA 91361	80541xxxx5
Cullen Fortier Asset Management	5655 Lindero Canyon Rd, Westlake Village, CA 91362	81888xxxx9
Ameriprise Financial Services Inc- Mark Kamerman Senior Financial Advisor	65 W Easy St Ste 106, Simi Valley, CA 93065	80528xxxx9
Taylor Shoop - Branch Manager, Ameriprise Financial Services	3027 Townsgate Rd Ste 200, Westlake Village, CA 91361	80527xxxx5	dns***@a*.com
Institutional Bond Network	463 Pennsfield Pl STE 201, Thousand Oaks, CA 91360	86668xxxx7	dba*@i*****.com
Richard Jacobson - Ameriprise Financial Services	3027 Townsgate Rd Ste 200 Westlake Village, CA 91361	80527xxxx0	dns***@a*.com
Williams Paul R PHD	60 W Olsen Rd Thousand Oaks, CA 91360	80549xxxx0
Best of Best Investment Corp	21528 Osborne St, Canoga Park, CA 91304	81867xxxx1
Richard H Linsday	Westlake Village, CA 91361
Gerome Art	5655 Lindero Canyon Rd Westlake Village, CA 91362	81870xxxx7
IRA in Gold	2945 Townsgate Rd Ste 200 Westlake Village, CA 91361	87736xxxx9		5	9
The Wealth Management Center	3625 E Thousand Oaks Blvd, Thousand Oaks, CA 91362	80573xxxx5
Daily M F Investment Co	2357 Pickwick Dr, Camarillo, CA 93010	80548xxxx1	dai@m****.com
Merrill Lynch	3967 E Thousand Oaks Blvd Ste C Westlake Village, CA 91362	80549xxxx0	aas**********@m.com
Hiller Enterprise	6200 Canoga Ave Ste 212 Woodland Hills, CA 91367	81851xxxx8	mic**@h*************.com			5	27	5	5	227	7	260
Tremblay Financial Services	2815 Townsgate Rd Westlake Village, CA 91361	80556xxxx2	ada@t***************.com			1	1	4	5	401	6	406
ETF Portfolio Management	199 W Hillcrest Dr Thousand Oaks, CA 91360	86640xxxx4	inf@e***.com
Crestview Capital Management	29800 Agoura Rd Ste 102, Agoura Hills, CA 91301	80587xxxx0	cli*********@c********.com	5	1
Financial Network Investment	990 Enchanted Way Simi Valley, CA 93065	80530xxxx5
Private Resource Group	4607 Lakeview Canyon Rd #612, Westlake Village, CA 91361	80029xxxx8	bob@p*******************.com
Winthco Wealth Management	1871 Tapo St Simi Valley, CA 93063	80558xxxx0	apr@w****.com			5	2
Dukes Wealth Management	650 S Westlake Blvd Ste 205, Westlake Village, CA 91362	80544xxxx0	chr******@d***********.com
Carington Financial	2660 Townsgate Rd Ste 110, Westlake Village, CA 91361	80577xxxx9	car**@y**************.com
Taylor Wealth Management	6355 Topanga Canyon Blvd Ste 520, Woodland Hills, CA 91367	81870xxxx2	dns***@a*.com
Puppy Wedding Ventures	Royal Oak Rd Los Angeles, CA 91436					5	1
Retirement Wealth Center	100 E Thousand Oaks Blvd Ste 276 Thousand Oaks, CA 91360	31033xxxx5	pet@r*******************.com
O’Sullivan Denis	2500 Townsgate Rd Ste G Westlake Village, CA 91361	80537xxxx4
Pacific Financial Strategies, inc	223 Thousand Oaks Blvd, Thousand Oaks, CA 91360	81899xxxx4	ann*********@p**.com	5	1					88	21	93
Wilson Capital Wealth Strategies of Raymond James	3027 Townsgate Rd Ste 100, Westlake Village, CA 91361	80537xxxx7	aar**********@r*********.com							17505		18000
Rondini Realty and Financial Services	Los Angeles, CA 91344	32364xxxx2				5	7
Exencial Wealth Advisors	100 N Westlake Blvd # 203, Westlake Village, CA 91362	80543xxxx0	abe**@e***********.com
Tamar Securities	22466 Ventura Blvd, Woodland Hills, CA 91364	81891xxxx1	ami@t*************.com		15					130	6	133
Edward Jones - Financial Advisor: Julia Foerster	32129 Lindero Canyon Rd Ste 100, Westlake Village, CA 91361	81870xxxx6	a.j*******@e********.com
Graystone Consulting - Los Angeles - Morgan Stanley	100 N Westlake Blvd STE 200, Westlake Village, CA 91362	80537xxxx1	3d@g********.morganstanley
Scott Wilcox - Ameriprise Financial Services	250 N Westlake Blvd Ste 200 Westlake Village, CA 91362	80598xxxx3	bro***********@a*.com		2					487	101	505
Bucks County Financial Planning Group	100 N Westlake Blvd Ste 203 Westlake Village, CA 91362	80543xxxx0	bcf****@d***********.com			5	3
Fortuna Asset Management	910 Broadway Ste 110 Santa Monica, CA 90401	31045xxxx0	abe@f****************.com	4	16	4.1	18