video1.0<iframe src="https://www.loom.com/embed/93cf891c6efb4eef9e767bcb9b8c29b7" frameborder="0" width="1886" height="1414" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14141886Loomhttps://www.loom.com14141886https://cdn.loom.com/sessions/thumbnails/93cf891c6efb4eef9e767bcb9b8c29b7-00001.gif209Firm discretion - 0:24 Sweep - 0:35 Drift - 0:53 Reverse churn - 1:19 External holdings - 1:28 Investment objective mismatch - 2:02 Filter to show only non-compliant account - 2:40 Trade holds - 3:00