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ETF Emerging Market
FUNDS CLOSED
MF - ETF - Special
MF C-Share
MF Global - Asset Allo
MF Growth
MF Income
Money Market Options
Stock Watch 1
Stock Watch 2
Stock Watch 3
Stock Watch 4
70 Growth 30 Income - Low Balance
70 Growth 30 Income - Low Balance - SWO
All Stock
All Stock - Low Balance
All Stock - Low Balance - SWO
All Stock - SWO
Portfolio A - 75 Growth 25 Income
Portfolio D - 60 Growth 40 Income
Portfolio E - 50 Growth 50 Income
SC - 10+ Dividend Growth Stock Portfolio
SC Portfolio A - 75 Growth 25 Incme-Bnchmrk SPY-IWM-EFA-IEF
SC Portfolio A - 75 Growth 25 Income
SC Portfolio A - 75 Growth 25 Income-Benchmark SPY-IWM-EFA-IEF
SC Portfolio B - 70 Growth 30 Income
SC Portfolio B - 70 Growth 30 Income-Benchmark SPY-IWM-EFA-IEF
SC Portfolio C - 65 Growth 35 Income
SC Portfolio C - 65 Growth 35 Income-Benchmark SPY-IWM-EFA-IEF
SC Portfolio D - 60 Growth 40 Income
SC Portfolio D - 60 Growth 40 Income-Benchmark SPY-IWM-EFA-IEF
SC Portfolio E - 55 Growth 45 Income
SC Portfolio E - 55 Growth 45 Income-Benchmark SPY-IWM-EFA-IEF
SC Portfolio F - 50 Growth 50 Income
SC Portfolio F - 50 Growth 50 Income-Benchmark SPY-IWM-EFA-IEF
SC Portfolio G - 35 Growth 65 Income
SC Portfolio G - 35 Growth 65 Income-Benchmark SPY-IWM-EFA-IEF
AAClient1
AAClient1 - SWO
AAClient2
AAClient3
Albert S Trust RE
ALL STOCKS APRIL
Allan IRA RE
Amy 401k
Amy IRA RE
Andy IRA
Andy ROTH
AO11k
AO125k
AO32k
Arlene IRA RE
Arlis Trust RE
Armando IRA RE
Aune Trust
Austin 529
Ayers IRA RE
B Sindlinger IRA RE
Barbara Bene IRA RE
Barbara IRA RE
Barbara S Trust RE
Betty J IDV
Bill H IRA RE
Brent IRA RE
Buller Joint RE
C Bridges IRA RE
Caeton Trust RE
Carol R IRA RE
Chaffin-Johnson SEP
Chris SEP
Cindy IRA RE
Cindy ROTH RE
Claudine 401k RE
Claudine IRA RE
Client Test Portfolio
Client Test Portfolio - SWO
Connie IRA
Connie IRA RE
D Newkirk IRA RE
D Smith Trust RE
Darrel IRA RE
Darrell A IRA RE
Darryl IRA RE
Dave ROTH RE
Davis Joint RE
Davis ROTHs RE
Debbie C ROTH
Debbie C SEP RE
Debbie D IRA RE
Debbie IRA RE
Dennise Savings RE
Dennise SEP RE
Diana IRA RE
Dodge GK RE
Don IRA RE
Dronyk IRA RE
E Bariteau IRA RE
E Lott IRA RE
E Lott ROTH RE
Emma UTMA
Erik IRA
Erik IRA - SWO
Erik ROTH
Erik ROTH - SWO
Erik SEP
Erin IRA RE
ETFs CEFs APRIL
Feig TOD RE
Francisco Savings RE
Fulmer IRA RE
Fulmer Trust RE
Fulmer Trust RE - SWO
G Bridges RE
Gary B IRA RE
George IRA
George ROTH
Gerrard Trust RE
Glenn IRA RE
Glenn IRA RE 2
Gonzalo Brokerage
Greg Savings RE
Greg Wongsing RE
Gwen UTMA
Hamilton IRA
Hamlet Mary IRA RE
Hayden 401k
Holly 401k RE
Holly HSA Funds
Ignacio Savings
Ignacio Target Portfolio
IPM DBP RE
J Collins IRA RE
Jack H IRA
Jack NR RE
Jackie ROTH RE
Jackie Savings RE
Jaime Investment Savings
Jaime ROTH RE
Janette IRA RE
Jasmann IRAs
Jason C IRA RE
Jerrie IRA RE
Jerrie ROTH RE
Jill ROTH
Joe A IRA RE
Joe A ROTH RE
Joe D IRA RE
Joe D ROTH RE
Joe Trust
Joyce IRA RE
Karen Bare IRA RE
Karen K IRA RE
Karen TOD
Karina Savings RE
Karley IRA RE
Karley ROTH RE
Kathy S IRA RE
Kern Trust RE
Knight Trust RE
Kyle IRA RE
Kyle ROTH RE
L Anderson IRA RE
Larry A Savings RE
LB All Equity AO
Lori SEP RE
Lott Trust
Lott Trust RE
M Buller SIRA RE
M Chun IRA
Maria IRA RE
Marsha ROTH
Meggie IRA RE
MF APRIL
Mike P IRA RE
Monica ROTH
Nancy B IRA RE
Olvera IRA RE
P Rounds SEP RE
Parr Savings Target
Pat B IRA RE
Pat Bene IRA RE
PCN 401K
Peter A Bene IRA RE
R Smith IRA RE
Renee TOD RE
Rhonda S IRA RE
Rhonda TOD RE
Rich Bene IRA
Rich IRA
Richard NR RE
Rick A IRA
Robin IRA RE
Roland Indi RE2
Ron N ROTH
Ruth Simple RE
S Chun IRA RE
S Plescia IRA RE
Salcedo IRA
Salcedo IRA BM
Sally IRA RE
Sample Client IRA
Sample Client IRA - SWO
Sample Client Portfolio
Sample Client Portfolio - SWO
Sandy A IRA
Sharon R Trust RE
Stephanie IRA RE
Stephanie Trust RE
Stepp IRA RE
Steve D IRA
Steve P IRA RE
Stornetta NR RE
Susan IRA RE
Susan Savings RE
T Schneider IRA RE
Takao ROTHs
Takao Trust
Test Wednesday
Testing
TH Bare Trust
Tim O IRA RE
Tom B IRA RE
Troy IRA RE
Trust RE
Ty IRA RE
Tyler 401k Target
Vern B IRA RE
Vern C IRA RE
Zincab RE
{HOLLY}-Anderson Dorothy - IRA
{HOLLY}-Anderson Dorothy - IRA - SWO
{HOLLY}-Anderson Joe - IRA
{HOLLY}-Anderson Joe - IRA - SWO
{HOLLY}-Anderson Joe - ROTH
{HOLLY}-Anderson Joe - ROTH - SWO
{HOLLY}-Anderson Lynda - IRA
{HOLLY}-Anderson Lynda - IRA - SWO
{HOLLY}-Antaramian Peter - BENE IRA
{HOLLY}-Antaramian Peter - BENE IRA - SWO
{HOLLY}-Antaramian Peter - ROTH IRA
{HOLLY}-Antaramian Peter - ROTH IRA - SWO
{HOLLY}-Arndt Arlis - Trust
{HOLLY}-Arndt Arlis - Trust - SWO
{HOLLY}-Arndt Darrell - IRA
{HOLLY}-Arndt Darrell - IRA - SWO
{HOLLY}-Aune - Trust
{HOLLY}-Aune - Trust - SWO
{HOLLY}-Aune Rick - IRA
{HOLLY}-Aune Rick - IRA - SWO
{HOLLY}-Aune Sandy - IRA
{HOLLY}-Aune Sandy - IRA - SWO
{HOLLY}-Ayers Larry - IDV
{HOLLY}-Ayers Larry - IDV - SWO
{HOLLY}-Ayers Larry - IRA
{HOLLY}-Ayers Larry - IRA - SWO
{HOLLY}-Bare Holly - 401k
{HOLLY}-Bare Holly - 401k - SWO
{HOLLY}-Bare Holly - ROTH
{HOLLY}-Bare Karen - IRA
{HOLLY}-Bare Karen - IRA - SWO
{HOLLY}-Bare Rachel - ROTH
{HOLLY}-Bare Rachel - ROTH - SWO
{HOLLY}-Bare Rachel - SEP
{HOLLY}-Bare Rachel - SEP - SWO
{HOLLY}-Bare TH - Trust
{HOLLY}-Bare TH - Trust - SWO
{HOLLY}-Bare Ty - IRA
{HOLLY}-Bare Ty - IRA - SWO
{HOLLY}-Bare Ty - ROTH
{HOLLY}-Bare Tyler - 401k
{HOLLY}-Bare Vern - IRA
{HOLLY}-Bare Vern - IRA - SWO
{HOLLY}-Bariteau - Trust
{HOLLY}-Bariteau - Trust - SWO
{HOLLY}-Bariteau Elaine - IRA
{HOLLY}-Bariteau Elaine - IRA - SWO
{HOLLY}-Bariteau Pat - IRA
{HOLLY}-Bariteau Pat - IRA - SWO
{HOLLY}-Bariteau Patrick - BENE IRA
{HOLLY}-Bariteau Patrick - BENE IRA - SWO
{HOLLY}-Bechtel Janel - IRA
{HOLLY}-Bechtel Janel - IRA - SWO
{HOLLY}-Bocanegra Maria - IRA
{HOLLY}-Bocanegra Maria - IRA - SWO
{HOLLY}-Botsford Stephanie - IRA
{HOLLY}-Botsford Stephanie - IRA - SWO
{HOLLY}-Botsford Stephanie - Trust
{HOLLY}-Botsford Stephanie - Trust - SWO
{HOLLY}-Botsford Thomas - Rosalee Trust
{HOLLY}-Botsford Thomas - Rosalee Trust - SWO
{HOLLY}-Botsford Thomas - TRUST
{HOLLY}-Botsford Thomas - TRUST - SWO
{HOLLY}-Bowe DiAnne - IRA
{HOLLY}-Bowe DiAnne - IRA - SWO
{HOLLY}-Bowe Tom - IRA
{HOLLY}-Bowe Tom - IRA - SWO
{HOLLY}-Bridges Carol - IRA
{HOLLY}-Bridges Carol - IRA - SWO
{HOLLY}-Bridges Eva - Bene IRA
{HOLLY}-Bridges Eva - Bene IRA - SWO
{HOLLY}-Bridges Eva - Trust
{HOLLY}-Bridges Eva - Trust - SWO
{HOLLY}-Bridges Gary - IRA
{HOLLY}-Bridges Gary - IRA - SWO
{HOLLY}-Buller - Joint
{HOLLY}-Buller - Joint - SWO
{HOLLY}-Buller Mo - IRA
{HOLLY}-Buller Mo - IRA - SWO
{HOLLY}-Buller Mo - Simple IRA
{HOLLY}-Buller Mo - Simple IRA - SWO
{HOLLY}-Cabrera Jaime - Savings
{HOLLY}-Cabrera Jaime - Savings - SWO
{HOLLY}-Caeton - Trust
{HOLLY}-Caeton - Trust - SWO
{HOLLY}-Castro Melinda - IRA
{HOLLY}-Castro Melinda - IRA - SWO
{HOLLY}-Chaffin-Johnson Debbie - ROTH
{HOLLY}-Chaffin-Johnson Debbie - ROTH - SWO
{HOLLY}-Chaffin-Johnson Debbie - SEP
{HOLLY}-Chaffin-Johnson Debbie - SEP - SWO
{HOLLY}-Chun Marshall - IRA
{HOLLY}-Chun Marshall - IRA - SWO
{HOLLY}-Chun Sarah - IRA
{HOLLY}-Chun Sarah - IRA - SWO
{HOLLY}-Collins Jason - IRA
{HOLLY}-Collins Jason - IRA - SWO
{HOLLY}-Cornell Tom - IRA
{HOLLY}-Cornell Tom - IRA - SWO
{HOLLY}-Costanzo Cory - ROTH
{HOLLY}-Costanzo Melissa - ROTH
{HOLLY}-Crow Patsy - IRA
{HOLLY}-Crow Vern - IRA
{HOLLY}-Crow Vern - IRA - SWO
{HOLLY}-Crush Recycling SEP - Maldonado
{HOLLY}-Crush Recycling SEP - Maldonado - SWO
{HOLLY}-Davis Cindy - IRA
{HOLLY}-Davis Cindy - IRA - SWO
{HOLLY}-Davis Cindy - ROTH
{HOLLY}-Davis Cindy - ROTH - SWO
{HOLLY}-Davis Joe - IRA
{HOLLY}-Davis Joe - IRA - SWO
{HOLLY}-Davis Joe - ROTH
{HOLLY}-Davis Joe - ROTH - SWO
{HOLLY}-Davis Joe Cindy - Joint
{HOLLY}-Davis Joe Cindy - Joint - SWO
{HOLLY}-Dockendorf Chris - SEP
{HOLLY}-Dockendorf Chris - SEP - SWO
{HOLLY}-Dockendorf Steve - IRA
{HOLLY}-Dockendorf Steve - IRA - SWO
{HOLLY}-Dodge - Trust
{HOLLY}-Dodge - Trust - SWO
{HOLLY}-Dodge Allan - IRA
{HOLLY}-Dodge Allan - IRA - SWO
{HOLLY}-Dodge Arlene - IRA
{HOLLY}-Dodge Arlene - IRA - SWO
{HOLLY}-Dodge June - IRA
{HOLLY}-Dodge Trent - ROTH
{HOLLY}-Dodge Trent - ROTH - SWO
{HOLLY}-Dodge Trent Jonna - IDV
{HOLLY}-Dodge Trent Jonna - IDV - SWO
{HOLLY}-Dronyk Debbie - IRA
{HOLLY}-Dronyk Debbie - IRA - SWO
{HOLLY}-East Amy - 401k
{HOLLY}-East Amy - 401k - SWO
{HOLLY}-East Amy - IRA
{HOLLY}-East Amy - IRA - SWO
{HOLLY}-East Amy - ROTH IRA
{HOLLY}-East Amy - ROTH IRA - SWO
{HOLLY}-Edginton R - SIRA
{HOLLY}-Edginton R - SIRA - SWO
{HOLLY}-Edmiston Christine - IRA
{HOLLY}-Edmiston Christine - IRA - SWO
{HOLLY}-Emerson S - IRA
{HOLLY}-Emerson S - IRA - SWO
{HOLLY}-Emerson S - ROTH IRA
{HOLLY}-Emerson S - ROTH IRA - SWO
{HOLLY}-Esparza Diane - IRA
{HOLLY}-Esparza Diane - IRA - SWO
{HOLLY}-Family WTS - Entity
{HOLLY}-Family WTS - Entity - SWO
{HOLLY}-Feig - Trust
{HOLLY}-Feig - Trust - SWO
{HOLLY}-Feig Andrew - Trust
{HOLLY}-Feig Andrew - Trust - SWO
{HOLLY}-Feig Kyle - IRA
{HOLLY}-Feig Kyle - IRA - SWO
{HOLLY}-Feig Kyle - ROTH
{HOLLY}-Feig Kyle - ROTH - SWO
{HOLLY}-Feig Monica - 401k
{HOLLY}-Feig Monica - 401k - SWO
{HOLLY}-Feig Monica - ROTH
{HOLLY}-Feig Monica - ROTH - SWO
{HOLLY}-Ford Marsha - IRA
{HOLLY}-Ford Marsha - IRA - SWO
{HOLLY}-Ford Marsha - ROTH
{HOLLY}-Ford Marsha - ROTH - SWO
{HOLLY}-Francois Claudine - 401k
{HOLLY}-Francois Claudine - 401k - SWO
{HOLLY}-Francois Claudine - IRA
{HOLLY}-Francois Claudine - IRA - SWO
{HOLLY}-Fulmer - Trust
{HOLLY}-Fulmer - Trust - SWO
{HOLLY}-Fulmer Darrel - IRA
{HOLLY}-Fulmer Darrel - IRA - SWO
{HOLLY}-Fulmer Renee - Savings
{HOLLY}-Fulmer Renee - Savings - SWO
{HOLLY}-Gaines Portfolio - TOD
{HOLLY}-Gaines Portfolio - TOD - SWO
{HOLLY}-Gerrard - Trust
{HOLLY}-Gerrard - Trust - SWO
{HOLLY}-Gerrard Allison - IDV
{HOLLY}-Gerrard Allison - IDV - SWO
{HOLLY}-Gerrard Allison - IRA
{HOLLY}-Gerrard Andy - IRA
{HOLLY}-Gerrard Andy - IRA - SWO
{HOLLY}-Gerrard Andy - ROTH
{HOLLY}-Gerrard Andy - ROTH - SWO
{HOLLY}-Gilbert Meggie - IRA
{HOLLY}-Gilbert Meggie - IRA - SWO
{HOLLY}-Green J&J - Joint
{HOLLY}-Green J&J - Trust
{HOLLY}-Green J&J - Trust - SWO
{HOLLY}-Green John - IRA
{HOLLY}-Green John - IRA - SWO
{HOLLY}-Green Joyce - IRA
{HOLLY}-Green Joyce - IRA - SWO
{HOLLY}-Green Sara - IRA
{HOLLY}-Green Sara - IRA - SWO
{HOLLY}-Green Sara - ROTH
{HOLLY}-Green Sara - ROTH - SWO
{HOLLY}-Green Sara - TOD
{HOLLY}-Haddock Troy - IRA
{HOLLY}-Haddock Troy - IRA - SWO
{HOLLY}-Hamilton Jack - IDV
{HOLLY}-Hamilton Jack - IDV - SWO
{HOLLY}-Hamilton Jack - IRA
{HOLLY}-Hamilton Jack - IRA - SWO
{HOLLY}-Hamlet Mary - IRA
{HOLLY}-Hamlet Mary - IRA - SWO
{HOLLY}-Hamlet Mary - Joint
{HOLLY}-Hamlet Mary - Joint - SWO
{HOLLY}-Hamlet Rick - IRA
{HOLLY}-Hamlet Rick - IRA - SWO
{HOLLY}-Harris - Trust
{HOLLY}-Harris - Trust - SWO
{HOLLY}-Harris Randy - IRA
{HOLLY}-Harris Randy - IRA - SWO
{HOLLY}-Harris Sherrill - IRA
{HOLLY}-Harris Sherrill - IRA - SWO
{HOLLY}-Harvey Bill - IRA
{HOLLY}-Harvey Bill - IRA - SWO
{HOLLY}-Harvey Bill - ROTH
{HOLLY}-Harvey Bill - ROTH - SWO
{HOLLY}-Hatmaker Susan - IDV
{HOLLY}-Hatmaker Susan - IDV - SWO
{HOLLY}-Hatmaker Susan - IRA
{HOLLY}-Hatmaker Susan - IRA - SWO
{HOLLY}-Henao Felipe - IDV
{HOLLY}-Henao Felipe - IDV - SWO
{HOLLY}-Henao Felipe - IRA
{HOLLY}-Henao Felipe - IRA - SWO
{HOLLY}-Henao-Megia Lia - IRA
{HOLLY}-Henao-Megia Lia - IRA - SWO
{HOLLY}-Hernandez Armando - IRA
{HOLLY}-Hernandez Armando - IRA - SWO
{HOLLY}-Hunter Jaime - ROTH
{HOLLY}-Hunter Jaime - ROTH - SWO
{HOLLY}-IPM - DBP
{HOLLY}-IPM - DBP - SWO
{HOLLY}-Jasmann Betty - IDV
{HOLLY}-Jasmann Betty - IDV - SWO
{HOLLY}-Jasmann Betty - IRA
{HOLLY}-Jasmann Betty - IRA - SWO
{HOLLY}-Jasmann Roland - IDV
{HOLLY}-Jasmann Roland - IDV - SWO
{HOLLY}-Jasmann Roland - IRA
{HOLLY}-Jasmann Roland - IRA - SWO
{HOLLY}-Joel Harris - Randys IRA
{HOLLY}-Kern - Trust
{HOLLY}-Kern - Trust - SWO
{HOLLY}-Kern Karen - IRA
{HOLLY}-Kern Karen - IRA - SWO
{HOLLY}-Kern Rich - Bene IRA
{HOLLY}-Kern Rich - Bene IRA - SWO
{HOLLY}-Kern Rich - IRA
{HOLLY}-Kern Rich - IRA - SWO
{HOLLY}-Knight Jo Ann - Trust
{HOLLY}-Knight Jo Ann - Trust - SWO
{HOLLY}-Kochergen Joe - Trust
{HOLLY}-Kochergen Joe - Trust - SWO
{HOLLY}-Kochergen Linda - IRA
{HOLLY}-Kochergen Linda - IRA - SWO
{HOLLY}-Korol Lana - IRA
{HOLLY}-Korol Lana - IRA - SWO
{HOLLY}-Korol Lana - ROTH
{HOLLY}-Korol Lana - ROTH - SWO
{HOLLY}-Korol Svetlana - IDV
{HOLLY}-Korol Svetlana - IDV - SWO
{HOLLY}-Loredo - Trust
{HOLLY}-Loredo - Trust - SWO
{HOLLY}-Loredo Amber - IRA
{HOLLY}-Loredo Amber - IRA - SWO
{HOLLY}-Loredo Amber - ROTH
{HOLLY}-Loredo Amber - ROTH - SWO
{HOLLY}-Loredo Rudy - ROTH
{HOLLY}-Loredo Rudy - ROTH - SWO
{HOLLY}-Lott - Trust
{HOLLY}-Lott - Trust - SWO
{HOLLY}-Lott Brooklyn - UTMA
{HOLLY}-Lott Cameron - UTMA
{HOLLY}-Lott Erik - IRA
{HOLLY}-Lott Erik - IRA - SWO
{HOLLY}-Lott Erik - ROTH
{HOLLY}-Lott Erik - ROTH - SWO
{HOLLY}-Lott Erik - SEP
{HOLLY}-Lott Erik - SEP - SWO
{HOLLY}-Lott Jill - IRA
{HOLLY}-Lott Jill - IRA - SWO
{HOLLY}-Lott Jill - ROTH
{HOLLY}-Lott Jill - ROTH - SWO
{HOLLY}-Lubratich Eli - SEP
{HOLLY}-Lubratich Eli - SEP - SWO
{HOLLY}-Lugo Mike - IRA
{HOLLY}-Lugo Mike - IRA - SWO
{HOLLY}-Maldonado Oscar - SEP
{HOLLY}-Maldonado Oscar - SEP - SWO
{HOLLY}-Matesso Joli - IRA
{HOLLY}-Matesso Joli - IRA - SWO
{HOLLY}-Mella Gonzalo - IDV
{HOLLY}-Mella Gonzalo - IDV - SWO
{HOLLY}-Mella Gonzalo - ROTH
{HOLLY}-Mella Gonzalo - ROTH - SWO
{HOLLY}-Moncada Alex - SEP
{HOLLY}-Moncada Alex - SEP - SWO
{HOLLY}-Morales Ignacio - IDV
{HOLLY}-Morales Ignacio - IDV - SWO
{HOLLY}-Moreno Jeremy - IRA
{HOLLY}-Moreno Jeremy - IRA - SWO
{HOLLY}-Murillo Diego - SEP Crush Recycle
{HOLLY}-Murillo Diego - SEP Crush Recycle - SWO
{HOLLY}-Newkirk D - IRA
{HOLLY}-Newkirk D - IRA - SWO
{HOLLY}-Nielson Connie - IRA
{HOLLY}-Nielson Connie - IRA - SWO
{HOLLY}-Nielson Ron - IRA
{HOLLY}-Nielson Ron - IRA - SWO
{HOLLY}-Nielson Ron - ROTH
{HOLLY}-Nielson Ron - ROTH - SWO
{HOLLY}-Norman K - IRA
{HOLLY}-Norman K - IRA - SWO
{HOLLY}-Norman Karen - IDV
{HOLLY}-Norman Karen - IDV - SWO
{HOLLY}-Olvera Eddie - IRA
{HOLLY}-Olvera Eddie - IRA - SWO
{HOLLY}-Ort Jo - IRA
{HOLLY}-Ort Jo - IRA - SWO
{HOLLY}-Ort Jo - ROTH
{HOLLY}-Ort Jo - ROTH - SWO
{HOLLY}-Parr Mike - IRA
{HOLLY}-Parr Mike - IRA - SWO
{HOLLY}-Parr Pam - IRA
{HOLLY}-Parr Pam - IRA - SWO
{HOLLY}-Pellegri Antonia - IRA
{HOLLY}-Pellegri Antonia - IRA - SWO
{HOLLY}-Perez Macarena - ROTH
{HOLLY}-Perez Macarena - ROTH - SWO
{HOLLY}-Plescia AJ - ROTH
{HOLLY}-Plescia AJ - ROTH - SWO
{HOLLY}-Plescia AJ - SEP
{HOLLY}-Plescia AJ - SEP - SWO
{HOLLY}-Plescia Laurie - IRA
{HOLLY}-Plescia Laurie - IRA - SWO
{HOLLY}-Plescia Steve - IRA
{HOLLY}-Plescia Steve - IRA - SWO
{HOLLY}-Price Angelynn - BENE IRA
{HOLLY}-Price Angelynn - BENE IRA - SWO
{HOLLY}-Price Angelynn - IRA
{HOLLY}-Price Angelynn - IRA - SWO
{HOLLY}-Rivera Dennise - Savings
{HOLLY}-Rivera Dennise - Savings - SWO
{HOLLY}-Rivera Dennise - SEP
{HOLLY}-Rivera Dennise - SEP - SWO
{HOLLY}-Rodriguez Carol - IRA
{HOLLY}-Rodriguez Carol - IRA - SWO
{HOLLY}-Rodriguez Mark - IRA
{HOLLY}-Rodriguez Mark - IRA - SWO
{HOLLY}-Romans Brent - IRA
{HOLLY}-Romans Brent - IRA - SWO
{HOLLY}-Rose Lori - SEP
{HOLLY}-Rose Lori - SEP - SWO
{HOLLY}-Rose Sharon - Trust
{HOLLY}-Rose Sharon - Trust - SWO
{HOLLY}-Rounds G - IRA
{HOLLY}-Rounds G - IRA - SWO
{HOLLY}-Rounds P - SEP IRA
{HOLLY}-Rounds P - SEP IRA - SWO
{HOLLY}-Sandusky Don - IRA
{HOLLY}-Sandusky Don - IRA - SWO
{HOLLY}-Sandusky Kathy - IRA
{HOLLY}-Sandusky Kathy - IRA - SWO
{HOLLY}-Schneider Sally - IRA
{HOLLY}-Schneider Sally - IRA - SWO
{HOLLY}-Schneider Tim - IRA
{HOLLY}-Schneider Tim - IRA - SWO
{HOLLY}-Sheppard Rhonda - IRA
{HOLLY}-Sheppard Rhonda - IRA - SWO
{HOLLY}-Sheppard Rhonda - TOD
{HOLLY}-Sheppard Rhonda - TOD - SWO
{HOLLY}-Simpson Catalina - ROTH
{HOLLY}-Simpson Catalina - ROTH - SWO
{HOLLY}-Sindlinger Albert - Trust
{HOLLY}-Sindlinger Albert - Trust - SWO
{HOLLY}-Sindlinger Barbara - Bene IRA
{HOLLY}-Sindlinger Barbara - Bene IRA - SWO
{HOLLY}-Sindlinger Barbara - IRA
{HOLLY}-Sindlinger Barbara - IRA - SWO
{HOLLY}-Sindlinger Barbara - Trust
{HOLLY}-Sindlinger Barbara - Trust - SWO
{HOLLY}-Smith Cheryl - IRA
{HOLLY}-Smith Cheryl - IRA - SWO
{HOLLY}-Smith Diana - IRA
{HOLLY}-Smith Diana - IRA - SWO
{HOLLY}-Smith Diana - Trust
{HOLLY}-Smith Diana - Trust - SWO
{HOLLY}-Snyder Karla - IRA
{HOLLY}-Snyder Karla - IRA - SWO
{HOLLY}-Snyder Karla - ROTH
{HOLLY}-Snyder Karla - ROTH - SWO
{HOLLY}-Solis Karina - IDV
{HOLLY}-Sprindstead J - IRA
{HOLLY}-Springstead Jerrie - ROTH
{HOLLY}-Springstead Jerrie - ROTH - SWO
{HOLLY}-Steffensen Nancy - IRA
{HOLLY}-Steffensen Nancy - IRA - SWO
{HOLLY}-Steinman Vince - IRA
{HOLLY}-Steinman Vince - IRA - SWO
{HOLLY}-Stepp David - IRA
{HOLLY}-Stepp David - IRA - SWO
{HOLLY}-Stepp David - ROTH
{HOLLY}-Stepp David - ROTH - SWO
{HOLLY}-Stornetta Nicole - ROTH
{HOLLY}-Stornetta Nicole - ROTH - SWO
{HOLLY}-Stornetta Richard - IDV
{HOLLY}-Stornetta Richard - IDV - SWO
{HOLLY}-Stornetta Richard - IRA
{HOLLY}-Stornetta Richard - IRA - SWO
{HOLLY}-Strickland Robin - IRA
{HOLLY}-Strickland Robin - IRA - SWO
{HOLLY}-Stutler Rhonda - Trust
{HOLLY}-Stutler Rhonda - Trust - SWO
{HOLLY}-Takao - Trust
{HOLLY}-Takao - Trust - SWO
{HOLLY}-Takao Danny - IRA
{HOLLY}-Takao Danny - IRA - SWO
{HOLLY}-Takao Danny - ROTH
{HOLLY}-Takao Danny - ROTH - SWO
{HOLLY}-Takao Donald - IRA
{HOLLY}-Takao Donald - IRA - SWO
{HOLLY}-Takao Renu - IRA
{HOLLY}-Takao Renu - IRA - SWO
{HOLLY}-Takao Renu - ROTH
{HOLLY}-Takao Renu - ROTH - SWO
{HOLLY}-Takao-McCall Lisa - ROTH
{HOLLY}-Takao-McCall Lisa - ROTH - SWO
{HOLLY}-Ursery Greg - IRA
{HOLLY}-Ursery Greg - IRA - SWO
{HOLLY}-Ursery Greg - ROTH
{HOLLY}-Ursery Greg - ROTH - SWO
{HOLLY}-Valenzuela Francisco - IDV
{HOLLY}-Valenzuela Francisco - IDV - SWO
{HOLLY}-Valenzuela Francisco - ROTH
{HOLLY}-Valenzuela Francisco - ROTH - SWO
{HOLLY}-Verduzco Agustin - IRA
{HOLLY}-Verduzco Agustin - IRA - SWO
{HOLLY}-Wallace Anne-Marie - IRA
{HOLLY}-Wallace Anne-Marie - IRA - SWO
{HOLLY}-Willis - Karlye SNT
{HOLLY}-Willis - Karlye SNT - SWO
{HOLLY}-Wong-Sing Darryl - IRA
{HOLLY}-Wong-Sing Darryl - IRA - SWO
{HOLLY}-Wong-Sing Greg - IDV
{HOLLY}-Wong-Sing Greg - IDV - SWO
{HOLLY}-Wong-Sing Janette - IRA
{HOLLY}-Wong-Sing Janette - IRA - SWO
{HOLLY}-Wongsing Jackie - IDV
{HOLLY}-Wongsing Jackie - IDV - SWO
{HOLLY}-Wongsing Jackie - ROTH
{HOLLY}-Wongsing Jackie - ROTH - SWO
{HOLLY}-yyyy-test-22
{HOLLY}-yyyy-test-22 - SWO
{HOLLY}-Zincab LLC
{HOLLY}-Zincab LLC - SWO
{HOLLY}-zzzz-test-Q124
{HOLLY}-zzzz-test-Q124 - SWO
HSA options
M Gilbert
Prospect Test Portfolio
Prospect Test Portfolio - SWO
Select a revision to delete:
ALL REVISIONS
10/19/2023 9:18:37 AM [Holly Bare]
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