| Aaron Sisk - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx7 |
wms**********@r**.com |
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14743 |
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16000 |
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| PF Wealth Management Group |
1970 Broadway Ste 525, Oakland, CA 94612 |
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51098xxxx8 |
inf*@p************.com |
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| Real Estate Transition Solutions |
50 California St 50 California St Building, San Francisco, CA 94111 |
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41569xxxx5 |
aab*****@r************.com |
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| Morgan Stanley |
1999 Harrison St Ste 2200 Oakland, CA 94612 |
|
51083xxxx0 |
int**********@m************.com |
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3 |
1.8 |
8 |
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| Ardian USA San Francisco |
One Market Plaza, Steuart Tower, Suite 1400, 14th Floor, San Francisco, CA 94105 |
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41551xxxx0 |
aar**@a*****.com |
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| Kevin E. Barnes |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx5 |
acc************@f************.com |
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| Broadmark Asset Management |
1808 Wedemeyer St, San Francisco, CA 94129 |
|
41592xxxx0 |
bam**********@b*************.com |
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| Kenny Heller |
600 Montgomery St Ste 1600 San Francisco, CA 94111 |
|
41573xxxx3 |
adm*******@c*****.com |
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5 |
91 |
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107322 |
16242 |
108000 |
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| Wasi |
432 Clement St, San Francisco, CA 94118 |
|
41593xxxx2 |
ale*******@w***.com |
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| David Tan - Financial Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41574xxxx3 |
dav********@a***.com |
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| Bell Investment Advisors |
1111 Broadway, Oakland, CA 94607 |
|
51043xxxx6 |
atc@b*********.com |
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2 |
1 |
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| Legato Capital Management |
111 Pine St Ste 1700, San Francisco, CA 94111 |
|
41540xxxx2 |
bar****@b***********.com |
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365 |
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399 |
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| Next Generation Investment |
7 Clement St, San Francisco, CA 94118 |
|
41566xxxx9 |
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| Business Investment Management |
4224 California St Ste 202, San Francisco, CA 94118 |
|
41575xxxx2 |
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| Basic West Insurance |
1641 Taraval St, San Francisco, CA 94116 |
|
41566xxxx0 |
inf*@b********.com |
5 |
3 |
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| Rekas Investment Properties |
3047 Fillmore St, San Francisco, CA 94123 |
|
41580xxxx2 |
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| Merrill Lynch Wealth Management |
600 California St Fl 7, San Francisco, CA 94108 |
|
41595xxxx0 |
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| Lawndale Capital Management |
59 Carmelita Ave, Mill Valley, CA 94941 |
|
41538xxxx8 |
aes******@l**********.com |
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| Verity Wealth Advisors |
1505 Bridgeway Ste 208, Sausalito, CA 94965 |
|
41572xxxx4 |
and***@v***********.com |
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| Mccullough And Associates |
101 California St Ste 3260, San Francisco, CA 94111 |
|
41595xxxx0 |
rmc********@m*****.com |
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| Nicholas Stiles |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx2 |
add********@f************.com |
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| Rise Capital |
One Ferry Building, #255, San Francisco, CA 94111 |
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aba****@r**********.com |
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| Charles Schwab Corporation |
211 Main St, San Francisco, CA 94105 |
|
41566xxxx0 |
aar********@s*****.com |
3.2 |
17 |
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265066 |
139 |
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| Boby Medic |
111 Pine St, San Francisco, CA 94111 |
|
41561xxxx5 |
aos*****@f************.com |
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| Belvedere Global Capital |
1 Blackfield Drive, Suite 120, Belvedere Tiburon, CA 94920 |
|
41551xxxx8 |
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| Sensato Investors |
1 Sansome St, San Francisco, CA 94104 |
|
41527xxxx0 |
alp*****@i**************.com |
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| Tamar Capital Management |
595 Pacific Ave 4th floor, San Francisco, CA 94133 |
|
41579xxxx4 |
ani***@t****.capital |
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| Brighton Jones |
445 Bush St 6th Fl, San Francisco, CA 94108 |
|
41567xxxx2 |
acc*******@b************.com |
5 |
2 |
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| True Capital Management |
101 Montgomery St # 2800, San Francisco, CA 94104 |
|
41553xxxx0 |
aby*********@t**************.com |
3.4 |
10 |
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| Franchise Foundations |
4157 23rd St San Francisco, CA 94114 |
|
80094xxxx2 |
fra*********@g****.com |
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3 |
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112 |
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| William Blair & Co. L L C |
343 Sansome St, San Francisco, CA 94104 |
|
41598xxxx6 |
aag*****@w***********.com |
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|
1907 |
284 |
1900 |
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| Community Investment Management |
600 Montgomery St #1900, San Francisco, CA 94111 |
|
41585xxxx3 |
aar****@c******.com |
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| Generate Capital |
560 Davis St, San Francisco, CA 94111 |
|
41536xxxx3 |
alv***********@g**************.com |
3.4 |
5 |
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| Merrill Lynch Wealth Management |
555 California St, San Francisco, CA 94104 |
|
41527xxxx2 |
ban********************@m*.com |
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| Edward Jones - Financial Advisor: Michael J Kenyon |
8 10th St Ste 922 San Francisco, CA 94103 |
|
41561xxxx0 |
a.j*********@e**********.com |
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87586 |
|
100000 |
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| Parallel Advisors |
150 Spear St Ste 950, San Francisco, CA 94105 |
|
86662xxxx4 |
adu**@p***************.com |
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| Wedding Party |
2396 Pine St, San Francisco, CA 94115 |
|
41593xxxx0 |
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| Foss & Company |
1700 Montgomery St Ste 210 San Francisco, CA 94111 |
|
41529xxxx0 |
abe*******@f********.com |
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| Rayner & Haynor Investment Counselors |
655 Redwood Hwy Frontage Rd Ste 370, Mill Valley, CA 94941 |
|
41533xxxx3 |
abd****************@u*******.com |
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| Del Camp Investments |
2120 Market St San Francisco, CA 94114 |
|
41562xxxx1 |
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| Citrine Capital |
535 Mission St, San Francisco, CA 94105 |
|
41549xxxx2 |
inf*@c*********************.com |
5 |
15 |
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394 |
4 |
393 |
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| Edward Jones - Financial Advisor: David J Tornes |
4000 Bridgeway Ste 103, Sausalito, CA 94965 |
|
41545xxxx4 |
a.j*********@e**********.com |
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4 |
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| Upscale Tax Professionals |
248 3rd St Oakland, CA 94607 |
|
51077xxxx2 |
bra*@u**********************.com |
4.9 |
54 |
5 |
6 |
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315 |
|
338 |
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| Wells Fargo Wholesale |
601 California St, San Francisco, CA 94108 |
|
41539xxxx0 |
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| First Republic Bank |
1088 Stockton St, San Francisco, CA 94108 |
|
41583xxxx8 |
aa@f************.com |
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4 |
15 |
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| MMA Financial |
44 Montgomery St, San Francisco, CA 94104 |
|
41567xxxx0 |
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| GNS Capital |
1485 Bayshore Blvd, San Francisco, CA 94124 |
|
41589xxxx1 |
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2.3 |
3 |
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| Human Interest |
655 Montgomery St, Ste 1800 San Francisco, CA 94111 |
|
85562xxxx4 |
aar**@h************.com |
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1.4 |
41 |
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|
9901 |
50 |
10000 |
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| Defta Inc |
111 Pine St Ste 1410, San Francisco, CA 94111 |
|
41543xxxx2 |
aka****@d************.com |
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| Kate Wilusz - Ameriprise Financial Services |
225 Bush St Ste 1835 San Francisco, CA 94104 |
|
41562xxxx5 |
dns*****@a***.com |
|
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5 |
9 |
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| Grossman Blake R |
45 Fremont St Ste 1500, San Francisco, CA 94105 |
|
41559xxxx0 |
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| Krueger Capital Management |
San Francisco, CA 94102 |
|
41529xxxx7 |
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| Vista Investment |
1801 Murchison Dr, Burlingame, CA 94010 |
|
65069xxxx0 |
joh*******@v**************.com |
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| Maier Siebel Baber |
260 California St Ste 500, San Francisco, CA 94111 |
|
41563xxxx0 |
gma******@m*************.com |
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| Portsmouth Financial Services |
601 Montgomery St STE 1950, San Francisco, CA 94111 |
|
41554xxxx0 |
chr**@p******************.com |
5 |
1 |
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| A-Star |
16 Funston Ave, San Francisco, CA 94129 |
|
41548xxxx2 |
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| Camejo Group |
1814 Franklin St Ste 503, Oakland, CA 94612 |
|
51058xxxx0 |
bbr*****@p*************************.com |
|
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| 1919 Investment Counsel |
49 Stevenson St Suite 1075, San Francisco, CA 94105 |
|
80067xxxx3 |
ama***@1*****.com |
3 |
2 |
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| SFG Asset Advisors |
88 Kearny St Ste 750 San Francisco, CA 94108 |
|
41527xxxx0 |
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| Rhs Financial |
201 Mission St Ste 1875, San Francisco, CA 94105 |
|
41549xxxx0 |
ale*@r***********.com |
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| Empirical Wealth Management |
333 Bush St Ste 1410 San Francisco, CA 94104 |
|
41563xxxx5 |
a.w*******@e********.net |
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| Kilroy Realty |
100 1st St, San Francisco, CA 94105 |
|
41524xxxx3 |
aam**@k***********.com |
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1810 |
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1800 |
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| Offit Hall Capital Management |
San Francisco, CA 94102 |
|
41528xxxx4 |
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| Thomas Schryver - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
wms**********@r**.com |
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14743 |
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16000 |
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| Harsch Investments |
450 Sutter St San Francisco, CA 94108 |
|
41542xxxx1 |
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| Orchid Wealth Management |
1281 8th Ave, San Francisco, CA 94122 |
|
65033xxxx4 |
bra****@o*********************.com |
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| Funding By Ricky |
877 Laguna St, Ste 79 San Francisco, CA 94102 |
|
41534xxxx3 |
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5 |
1 |
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| DCL Holdings |
San Francisco, CA 94104 |
|
51064xxxx3 |
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| Bob Marshall - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx6 |
bob*********@r**.com |
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| Cantor Fitzgerald & Co |
345 California St, San Francisco, CA 94104 |
|
41559xxxx1 |
aad******@c*****.com |
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4.8 |
23 |
3376 |
22 |
3300 |
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| Osborne Partners |
580 California St Ste 1900, San Francisco, CA 94104 |
|
41536xxxx7 |
a.c****@o**************.com |
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| Dustin Brown - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
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| Gordon Mak - Financial Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41574xxxx9 |
and************@a***.com |
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84 |
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| MHE Investments |
Serving theSan Francisco Area |
|
41595xxxx0 |
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| Yeske Buie |
220 Montgomery St, San Francisco, CA 94104 |
|
41595xxxx6 |
afp@y***.com |
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| Edward Jones - Financial Advisor: Meagan M Fishell |
4190 24th St San Francisco, CA 94114 |
|
41528xxxx9 |
a.j*********@e**********.com |
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| Fremont Realty Capital |
199 Fremont St, San Francisco, CA 94105 |
|
41528xxxx5 |
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| Babylon Wealth Management |
100 Pine St 1250 Ste 1250 San Francisco, CA 94111 |
|
41585xxxx1 |
a***@b************.com |
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173 |
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174 |
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| SRS Real Estate Partners |
100 Pine St, San Francisco, CA 94111 |
|
41590xxxx0 |
aar*********@s****.com |
|
15 |
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679 |
33 |
728 |
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| Evercore Partners |
3 Embarcadero Ctr, San Francisco, CA 94111 |
|
41598xxxx0 |
a.-*****@e*******.com |
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| Market Neutral Trading |
505 Montgomery St Ste 1100, San Francisco, CA 94111 |
|
41587xxxx8 |
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| Allianz Global Investors |
555 Mission St, San Francisco, CA 94105 |
|
41595xxxx0 |
ber**@a*********.com |
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| Jason Tom - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
rbc*********@r**.com |
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| Emery and Howard |
333 Lorton Ave, Burlingame, CA 94010 |
|
65057xxxx0 |
fra**@e**********.com |
|
12 |
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| Aperio Group |
3 Harbor Dr, Sausalito, CA 94965 |
|
41533xxxx0 |
aba*****@a**********.com |
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| Equidex |
19 Sutter St, San Francisco, CA 94104 |
|
41554xxxx5 |
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| Laus Investment Group |
785 Columbus Ave San Francisco, CA 94133 |
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1 |
7 |
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| Raymond James Financial Services |
301 Clay St, San Francisco, CA 94111 |
|
41561xxxx5 |
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| Lula Financial |
95 3rd St, Fl 2 San Francisco, CA 94103 |
|
71474xxxx0 |
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4.9 |
38 |
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| Marshall Wealth Management Group |
345 California St, San Francisco, CA 94104 |
|
41521xxxx5 |
bob*********@r**.com |
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| Jaen, Enrique, CFA |
345 California St, San Francisco, CA 94104 |
|
21270xxxx9 |
joh*******@c*.rbcwealthmanagement |
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|
14743 |
|
16000 |
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| Colorado Capital Funding Inc |
475 Sansome St, San Francisco, CA 94111 |
|
41590xxxx0 |
aam**********@b**.com |
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| Agriculture Capital Management |
1 Sutter St, San Francisco, CA 94104 |
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|
acm******@a*****************.com |
5 |
1 |
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| Senior Care Investment Partners |
1 Sansome St Ste 3500, San Francisco, CA 94114 |
|
41594xxxx2 |
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| Friedman Investment Group |
323 Pine St Ste I, Sausalito, CA 94965 |
|
41533xxxx6 |
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| The Roda, Group |
2217 5th St, Berkeley, CA 94710 |
|
51064xxxx0 |
ale******@r********.com |
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| Tristian Lacroix - Northwestern Mutual |
111 Sutter St Ste 1800 San Francisco, CA 94104 |
|
41573xxxx5 |
ab@n***.com |
|
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5 |
1 |
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| Arif Ahmed |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx9 |
add********@f************.com |
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| Bridgeway Capital Advisors |
101 California St Ste 2800 San Francisco, CA 94111 |
|
41532xxxx0 |
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| Lazard Asset Management |
4 Embarcadero Ctr 24th Fl, San Francisco, CA 94111 |
|
41562xxxx0 |
abd****************@l*****.com |
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| Matthews Asia Fund |
4 Embarcadero Ctr Ste 550 San Francisco, CA 94111 |
|
80078xxxx2 |
add****@e******.com |
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5 |
1 |
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| Hoffman, Arch |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
wms**********@r**.com |
|
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|
14743 |
|
16000 |
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| Davis Capital Parnters |
3 Harbor Dr, Sausalito, CA 94965 |
|
41572xxxx5 |
aag*****@a*********.com |
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| Wayne Hill |
1 Front St 10th Fl, San Francisco, CA 94111 |
|
41524xxxx5 |
acc************@f************.com |
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| Eagle Investment Systems |
525 Market St, San Francisco, CA 94105 |
|
41590xxxx1 |
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| Alpine Management Services |
2 Embarcadero Ctr Ste 2320, San Francisco, CA 94111 |
|
41539xxxx0 |
atk*****@p****************.com |
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| Lake Street Capital |
100 Pine St Ste 1850 San Francisco, CA 94111 |
|
41524xxxx9 |
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| Boden & Associates |
San Francisco, CA 94102 |
|
41556xxxx2 |
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| Babylon Wealth Management |
100 Pine St #1250, San Francisco, CA 94111 |
|
41585xxxx1 |
sto***@b************.com |
5 |
8 |
|
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|
173 |
|
174 |
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| Allstate Personal Financial Representative: Virginia Harrison |
1502 Adeline Dr, Burlingame, CA 94010 |
|
41584xxxx0 |
a****00@a*******.com |
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| Kraus Laurence G & Associates |
PO Box 259, Belvedere Tiburon, CA 94920 |
|
41543xxxx4 |
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| Ashoka Investment & Management Services |
27A Iris Ave, San Francisco, CA 94118 |
|
41526xxxx7 |
inf*@a*********.com |
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| Quest Securities Inc |
1800 San Jose Ave, San Francisco, CA 94112 |
|
41544xxxx0 |
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| Warburg Pincus |
1 Market Plz, San Francisco, CA 94105 |
|
41579xxxx0 |
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| Sterling Bank & Trust |
2045 Van Ness Ave, San Francisco, CA 94109 |
|
41567xxxx0 |
agl****@s***********.com |
|
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4 |
9 |
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|
| Mitchell Peters - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
fri***********@r**.com |
|
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|
12807 |
|
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| Edward Jones Investments |
455 Hickey Blvd Ste 509, Daly City, CA 94015 |
|
80033xxxx7 |
a.j*********@e**********.com |
|
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|
87631 |
|
100000 |
|
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|
| Karl Von Brockdorff - Private Wealth Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41528xxxx0 |
dns*****@a***.com |
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75 |
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91 |
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| Nollenberger Investment Management |
101 California St Ste 3260, San Francisco, CA 94111 |
|
41544xxxx1 |
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| Laura Forex |
San Francisco, CA 94102 |
|
50670xxxx1 |
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| Compass Rose Advisors Inc. |
Serving theSan Francisco Area |
|
41549xxxx0 |
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| Fidelity Investments |
8 Montgomery St, San Francisco, CA 94104 |
|
80046xxxx0 |
a61****@f*******.com |
3.3 |
21 |
1.6 |
160 |
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318766 |
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| Siff Investment Services |
300 Montgomery St Ste 450 San Francisco, CA 94104 |
|
41595xxxx8 |
inf*@s*************.com |
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3.7 |
3 |
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| Lois Wang - Ameriprise Financial Services |
150 Post St Ste 530 San Francisco, CA 94108 |
|
41554xxxx4 |
dns*****@a***.com |
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63 |
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65 |
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| Stone & Youngberg |
1 Ferry Building San Francisco, CA 94111 |
|
41544xxxx8 |
abu**@s****.com |
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5 |
1 |
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| Outstanding Investment Company |
463 19th Ave, San Francisco, CA 94121 |
|
41583xxxx0 |
c18*****************************@s*****.wixpress |
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6 |
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| Dawn Nicoles - Financial Advisor, Ameriprise Financial Services |
150 Post St Ste 530, San Francisco, CA 94108 |
|
41554xxxx2 |
daw***********@a***.com |
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146 |
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| The Pig Financial Consulting |
450 Irving St, San Francisco, CA 94122 |
|
80580xxxx3 |
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| SFG Asset Advisors LLC |
1004 O'Reilly Ave Suite 3A, San Francisco, CA 94129 |
|
41527xxxx0 |
use*@d*****.com |
4 |
1 |
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| Citadel |
4 Embarcadero Ctr Ste 2900, San Francisco, CA 94111 |
|
41535xxxx0 |
aar***********@c******.com |
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22467 |
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23000 |
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| Lavelle Capital |
345 California St, San Francisco, CA 94104 |
|
41550xxxx7 |
r@l*************.com |
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| Burke Richard |
1550 California St Ste 284 San Francisco, CA 94109 |
|
41593xxxx6 |
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| Berkman Mark G & Co |
220 Sansome St, San Francisco, CA 94104 |
|
41569xxxx0 |
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| ICONIQ Capital |
300 Mission St, San Francisco, CA 94105 |
|
41596xxxx3 |
abh******@i************.com |
5 |
2 |
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| Compass Rose Advisors Inc |
536 Belvedere St, San Francisco, CA 94117 |
|
41549xxxx0 |
bet**@z*******.com |
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1543 |
|
1500 |
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| Maveron |
463 Pacific Ave San Francisco, CA 94133 |
|
20628xxxx0 |
aha**@m******.com |
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5 |
1 |
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| Mission Creek Capital Partners, Inc. |
101 Mission St Ste 850 San Francisco, CA 94105 |
|
41536xxxx0 |
ana*******@m**************.com |
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12 |
5 |
12 |
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| Mithril Capital Management |
1 Letterman Dr, San Francisco, CA 94129 |
|
41552xxxx2 |
abe********@v*******.com |
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| Quacera Capital Management |
1216 Porta Ballena, Alameda, CA 94501 |
|
51022xxxx4 |
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| Financial Capability Investment |
32 Admiral Ave, San Francisco, CA 94112 |
|
41557xxxx3 |
joh*@f****************************.com |
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| Paul Langley Company |
4111 18th St, San Francisco, CA 94114 |
|
41543xxxx5 |
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5 |
2 |
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| Cecchin, Tim |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
ale*********@m*.com |
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| Beddow Capital Management |
57 Post St Ste 515, San Francisco, CA 94104 |
|
41595xxxx0 |
egb*****@b************.com |
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| General Catalyst |
Two South Park St, San Francisco, CA 94107 |
|
41565xxxx0 |
abc****@g**************.com |
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| Champlain Total Capital Management |
1 Post St, San Francisco, CA 94104 |
|
41566xxxx0 |
d-j@c***************.com |
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| Fundamental Capital |
201 Mission St, San Francisco, CA 94105 |
|
41578xxxx0 |
fun*******************@c*************.com |
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| Collins Wealth Management Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
joh*******@c*.rbcwealthmanagement |
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14743 |
|
16000 |
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| Sutton Phyllis R |
1388 Sutter St, San Francisco, CA 94109 |
|
41577xxxx0 |
bar**************@r****.com |
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| Meridian Asset Management |
San Francisco, CA 94102 |
|
41526xxxx5 |
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| Yohannes Enterprises |
166 Geary St Ste 1500, San Francisco, CA 94108 |
|
87733xxxx4 |
4a4*************************************@w*****************.com |
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| Wealth By Design |
3030 Bridgeway Ste 109, Sausalito, CA 94965 |
|
41533xxxx0 |
bar****@w*******************.com |
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| Lombard Investments Inc |
One Embarcadero Center, San Francisco, Ca 94111 |
|
41539xxxx0 |
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| Calinan Asset Mgmt |
101 Mission St, San Francisco, CA 94105 |
|
41587xxxx4 |
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| Natixis Investment Managers Solutions |
101 2nd St, San Francisco, CA 94105 |
|
86677xxxx4 |
abc***@n******.com |
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| Edward Jones - Financial Advisor: Guy Ben Ari |
935 Marina Village Pkwy, Alameda, CA 94501 |
|
51052xxxx9 |
a.j*********@e**********.com |
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|
87631 |
|
100000 |
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| BMI Property Management |
2444 San Bruno Ave, San Francisco, CA 94134 |
|
51030xxxx5 |
|
3.9 |
59 |
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| Arenda Capital Management |
1100 Sacramento St, San Francisco, CA 94108 |
|
31037xxxx1 |
are**************@p****.dreamhost |
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| Copernicus Capital Management |
2055 Lombard St, San Francisco, CA 94123 |
|
41558xxxx0 |
use*@d*****.com |
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| Headland Ventures LP |
65 Cloud View Rd, Sausalito, CA 94965 |
|
41528xxxx0 |
bob@h***************.com |
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| Morgan Stanley Wealth Management |
1999 Harrison St, Oakland, CA 94612 |
|
51083xxxx0 |
acm***********@m************.com |
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| Gaetani Real Estate |
2341 Market St, San Francisco, CA 94114 |
|
41594xxxx1 |
aar**@g****************.com |
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3.4 |
9 |
111 |
12 |
124 |
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| Asset Cavarly Management LP |
1 California St, San Francisco, CA 94111 |
|
41543xxxx0 |
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| Artal Properties |
1311 Sutter St Ste 200A San Francisco, CA 94109 |
|
41564xxxx0 |
art**@a**.net |
|
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5 |
2 |
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| Natalia Harnandez-Standard capital corporation |
San Francisco, CA |
|
85947xxxx6 |
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| San Francisco Equity Partners |
50 California St, San Francisco, CA 94111 |
|
41573xxxx0 |
apo***@s***************.com |
1 |
1 |
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|
| Enrique Jaen - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
21270xxxx9 |
wms**********@r**.com |
|
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|
14743 |
|
16000 |
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| Liberty Hill Investing, LLC |
201 Spear St Ste 1100 San Francisco, CA 94105 |
|
41542xxxx2 |
|
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5 |
4 |
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| Swift Realty Partners |
260 California St, San Francisco, CA 94111 |
|
41598xxxx9 |
abr****@s******.com |
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| Laurel Realty & Investment |
294 29th St, San Francisco, CA 94131 |
|
41568xxxx7 |
inf*@l*************.com |
2.3 |
20 |
|
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|
77 |
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| Citiland Investment Corp |
1707 Gough St, San Francisco, CA 94109 |
|
41547xxxx0 |
djl*******@g****.com |
|
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| Insight Personal Finance |
San Francisco, CA 94110 |
|
|
chr******@i*********************.com |
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| Zuk C L & Associates |
1195 Park Ave Ste 205, Emeryville, CA 94608 |
|
51054xxxx0 |
aha***@z***********.com |
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| Blum Capital Partners LP |
909 Montgomery St, San Francisco, CA 94133 |
|
41543xxxx1 |
car****@i*******.com |
|
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|
| Merrill Lynch Wealth Management |
555 California St 9th Fl, San Francisco, CA 94104 |
|
41567xxxx0 |
ale*********@m*.com |
2.3 |
3 |
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| Catherine Woodman, Protected Investors of America |
1510 Walnut St Ste E, Berkeley, CA 94709 |
|
51054xxxx7 |
|
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| Deutsche Bank Wealth Management |
101 California St, San Francisco, CA 94111 |
|
41561xxxx0 |
a.a@r****.com |
|
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| Michael Morrone |
111 Pine St 7th Fl, San Francisco, CA 94111 |
|
41524xxxx1 |
add********@f************.com |
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90275 |
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115000 |
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| Bernstein Private Wealth Management |
555 California St, San Francisco, CA 94104 |
|
41521xxxx0 |
aak********@b********.com |
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| Umpqua Bank |
1122 Taraval St, San Francisco, CA 94116 |
|
41566xxxx0 |
aam*********@u*********.com |
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4 |
1189 |
50650 |
669 |
49000 |
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| Baker Avenue Wealth Management |
301 Battery St floor 2, San Francisco, CA 94111 |
|
41598xxxx0 |
am@b*******.com |
5 |
2 |
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52 |
4 |
68 |
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| Honte Investments Llc |
1 Market St Steuart, Tower, Suite 2600, San Francisco, CA 94105 |
|
41580xxxx0 |
bal********@h*******.com |
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| Lantern Investments Inc |
111 Pine St Ste 1215, San Francisco, CA 94111 |
|
41539xxxx9 |
ala********@h************.com |
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| Travis Townsend - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx9 |
wms**********@r**.com |
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14743 |
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16000 |
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| SF Fire Credit Union |
3201 California St, San Francisco, CA 94118 |
|
41567xxxx0 |
aay***@s*******.org |
3.7 |
95 |
3.5 |
355 |
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1403 |
525 |
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| Will Grant, Realtor, Real Estate Broker |
1390 Noriega St, San Francisco, CA 94122 |
|
41562xxxx7 |
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3.5 |
4 |
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| Top Tier Capital Partners |
600 Montgomery St, San Francisco, CA 94111 |
|
41536xxxx1 |
adm**@t***.com |
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| Bergman Investment Management |
1750 Montgomery St, San Francisco, CA 94111 |
|
41595xxxx7 |
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| Tong Group Inc |
4544 Balboa St, San Francisco, CA 94121 |
|
41582xxxx8 |
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| Crystal Assets Mgmt |
2565 3rd St, San Francisco, CA 94107 |
|
41564xxxx0 |
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| Morgan Stanley Wealth Management |
216 Lorton Ave, Burlingame, CA 94010 |
|
65034xxxx3 |
int**********@m************.com |
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| Morgan Stanley Wealth Management |
1995 University Ave Ste 500, Berkeley, CA 94704 |
|
51064xxxx0 |
int**********@m************.com |
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| Kipling Capital Inc |
100 Shoreline Hwy Ste B200, Mill Valley, CA 94941 |
|
41533xxxx0 |
cco******@k*************.com |
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| iCapRate |
555 California Street, 49th Floor, San Francisco, CA 94104 |
|
41565xxxx1 |
dte****@i*******.com |
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| Progress Investment Management Company, LLC |
33 New Montgomery St 19th floor, San Francisco, CA 94105 |
|
41551xxxx0 |
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| Rothenberg Ventures |
1062 Folsom St San Francisco, CA 94103 |
|
41558xxxx6 |
inf*@r*****************.com |
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| Ralston Management Group |
2215R Market St, San Francisco, CA 94114 |
|
41569xxxx0 |
inf*@r*********************.com |
2.6 |
8 |
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| Golden Gate Global |
1 Sansome St Ste 2080, San Francisco, CA 94104 |
|
41598xxxx8 |
aib**@3*****.com |
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| Belveron Real Estate Partners |
220 Montgomery St, San Francisco, CA 94104 |
|
41527xxxx0 |
ale*******@b***************.com |
3.4 |
10 |
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| Woodline Partners |
4 Embarcadero Ctr #3450, San Francisco, CA 94111 |
|
41580xxxx0 |
com*******@w***************.com |
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| Sasser Investment Management Inc |
436 14th St Ste 1118, Oakland, CA 94612 |
|
51083xxxx0 |
inf*@s****************.com |
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| BMO Capital Markets |
1 Market Plz Spear Market San Francisco, CA 94105 |
|
41559xxxx0 |
a.-*****@b****.com |
2.3 |
3 |
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| Michelle Schiro - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
mic************@r**.com |
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| Golden Gate Capital |
1 Embarcadero Ctr # 39, San Francisco, CA 94111 |
|
41598xxxx0 |
abd********@g************.com |
1.6 |
7 |
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| Constellation Advisers |
50 California St, San Francisco, CA 94111 |
|
41552xxxx7 |
a*j*@c********************.com |
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5 |
6 |
5712 |
33 |
6900 |
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| Vesta Asset Management, Inc. |
212 Church St, San Francisco, CA 94114 |
|
41599xxxx3 |
cat******@v********************.com |
2.2 |
22 |
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4.5 |
7 |
161 |
3 |
158 |
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| Park Tree Investments |
425 Divisadero St Ste 207, San Francisco, CA 94117 |
|
41525xxxx9 |
den***@p******************.com |
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| The Brown & Klueger Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
rbc*********@r**.com |
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| Paul Zinchik |
5840 Geary Blvd Ste 101, San Francisco, CA 94121 |
|
41529xxxx0 |
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| True Capital Management |
101 Montgomery St, San Francisco, CA 94104 |
|
41553xxxx0 |
aby*********@t**************.com |
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| Generation Investment Management |
555 Mission St, San Francisco, CA 94105 |
|
21258xxxx0 |
ale***************@g***********.com |
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| Isackson Investment Co |
3450 California St, San Francisco, CA 94118 |
|
41534xxxx4 |
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| Keith Loegering - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx7 |
wms**********@r**.com |
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14743 |
|
16000 |
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| The Financial Zen Group |
600 California St Fl 11 San Francisco, CA 94108 |
|
41579xxxx5 |
cli***********@f***********.com |
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5 |
4 |
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11 |
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17 |
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| 360 Financial, LLC |
625 Market St Fl 4 San Francisco, CA 94105 |
|
41559xxxx2 |
baf*****************************@s*****.wixpress |
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24 |
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| Right Side Capital Management, LLC |
649 Mission St #5th, San Francisco, CA 94105 |
|
41565xxxx5 |
abc***@r***************.com |
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| Cullen Financial Advisors |
90 New Montgomery St San Francisco, CA 94105 |
|
41578xxxx1 |
cul*****@c**************.com |
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| Genstar Capital LLC |
4 Embarcadero Ctr Ste 1900, San Francisco, CA 94111 |
|
41583xxxx0 |
aau***@g*****.com |
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| Bloomberg L P |
345 California St Fl 35 San Francisco, CA 94104 |
|
41591xxxx0 |
aa@b********.com |
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5 |
1 |
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| Passport Capital |
1 Letterman Dr, San Francisco, CA 94129 |
|
41532xxxx0 |
aha*@p**************.com |
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| Coast Counties Property Management |
55 New Montgomery St, San Francisco, CA 94105 |
|
41597xxxx0 |
aca****@c***************.com |
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| RS Investment Management Co. LLC |
1 Bush St Ste 900, San Francisco, CA 94104 |
|
41559xxxx0 |
ada******@r************.com |
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| Lakeside Investment Company |
101 California St Suite 850, San Francisco, CA 94111 |
|
51033xxxx8 |
dha****@l**************.com |
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| Cerity Partners |
345 California St, San Francisco, CA 94104 |
|
41578xxxx5 |
aad***@c*************.com |
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| Omt Capitol Management |
1 Montgomery St San Francisco, CA 94104 |
|
41529xxxx0 |
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| Maddog Executive |
4300 Horton St Unit 15, Emeryville, CA 94608 |
|
51086xxxx5 |
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| Yso Capital Management |
1633 Bayshore Hwy Ste 127, Burlingame, CA 94010 |
|
65065xxxx9 |
car***@y*******************.com |
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| The Social Equity Group |
2550 9th St Ste 204A, Berkeley, CA 94710 |
|
51064xxxx4 |
dun***@s***********.com |
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| Kyle Cornell Swarthout, CPA |
1390 Market St Ste 2909 San Francisco, CA 94102 |
|
30363xxxx7 |
c18*****************************@s*****.wixpress |
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| Mariposa Management |
2727 Mariposa St, San Francisco, CA 94110 |
|
41562xxxx9 |
*nn*@m*************.org |
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| Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency |
1550 Noriega St Ste 100 San Francisco, CA 94122 |
|
41566xxxx5 |
bra****@h***********.com |
|
|
4.6 |
57 |
5 |
17 |
159 |
|
157 |
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| EM Capital Management (Hong Kong) Limited |
The Bank of America Building 555, 555 California St, San Francisco, CA 94105 |
|
92537xxxx0 |
inf*@e******************.com |
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| Alexandria Real Estate Equities |
1700 Owens St San Francisco, CA 94158 |
|
41555xxxx4 |
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| Ridge Ventures |
1 Letterman Dr, San Francisco, CA 94129 |
|
41543xxxx0 |
ada*@r****.vc |
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| Coburn Barrett |
Serving theSan Francisco Area |
|
41538xxxx1 |
inf*@c************.com |
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| Tenzing Corp |
90 New Montgomery St, San Francisco, CA 94105 |
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41564xxxx0 |
cka****@t*************.com |
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| Edward Jones - Financial Advisor: Hanneke R Finones |
111 Anza Blvd Ste 115, Burlingame, CA 94010 |
|
65034xxxx1 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Serene Investment Management |
25 Taylor St, San Francisco, CA 94102 |
|
41532xxxx5 |
ada*@s*******.com |
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| Main Management |
601 California St Ste 620, San Francisco, CA 94108 |
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41521xxxx0 |
ari***@m******.com |
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| Bellingham Investment Management |
62 Retiro Way, San Francisco, CA 94123 |
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41556xxxx5 |
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| Violich Capital Management |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41521xxxx4 |
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| Delaware Investments |
101 California St Ste 3750, San Francisco, CA 94111 |
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41521xxxx0 |
asp***@d******************.com |
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| Hahn Capital Management |
601 Montgomery St Ste 840, San Francisco, CA 94111 |
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41539xxxx2 |
hch**@h******.com |
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| The Enterprise Foundation |
100 Bush St, San Francisco, CA 94104 |
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41539xxxx5 |
agh***@f***************.org |
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| Avondale Conquest |
501 Humboldt Ave, Sausalito, CA 94965 |
|
41533xxxx6 |
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| Capital Concepts Investment Corp. |
160 Sansome St, San Francisco, CA 94104 |
|
41543xxxx5 |
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| Hearth Capital Management |
PO Box 190, Mill Valley, CA 94942 |
|
41538xxxx2 |
ble****@h***********.com |
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14645 |
62 |
14000 |
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| Grand Jean Capital Management |
1 Market St #1440, San Francisco, CA 94105 |
|
41551xxxx0 |
bel**@g********.com |
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| ASA Lending |
4091 19th Ave, San Francisco, CA 94132 |
|
41534xxxx5 |
asa*******@h******.com |
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| Joel Grippando |
111 Pine St, San Francisco, CA 94111 |
|
41536xxxx0 |
acc************@f************.com |
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| Avalon Global Asset Management |
100 Pine St, San Francisco, CA 94111 |
|
41561xxxx1 |
esl***@a************.com |
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| Jeffrey Coburn |
111 Pine St, San Francisco, CA 94111 |
|
41583xxxx0 |
acc************@f************.com |
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| Dal Investment Co |
235 Montgomery St Ste 1049, San Francisco, CA 94104 |
|
41539xxxx3 |
sup****@f****.com |
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1429 |
12 |
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| Westerly Capital Management |
201 Mission St, San Francisco, CA 94105 |
|
41554xxxx0 |
and***@w**********.com |
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| Friedkin Investment Co. |
480 3rd St, Oakland, CA 94607 |
|
51045xxxx0 |
ach**@f***********.com |
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| Osborne Partners Capital Management, LLC |
1 Embarcadero Ctr #4100, San Francisco, CA 94111 |
|
80036xxxx4 |
a.c****@o**************.com |
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| White Oak Global Advisors |
88 Kearny St Fl 4, San Francisco, CA 94108 |
|
41564xxxx0 |
abi***@w*********.com |
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| Delagnes, Linder & Duey |
300 Montgomery St Ste 1050 San Francisco, CA 94104 |
|
41598xxxx0 |
cho****@d*****.com |
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4 |
1 |
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| Fidelity Investments |
1995 University Ave Ste 120 Berkeley, CA 94704 |
|
80022xxxx7 |
a61****@f*******.com |
3.3 |
10 |
2.5 |
14 |
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320194 |
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| RCM Robinson Capital Management |
27 Reed Blvd, Mill Valley, CA 94941 |
|
41577xxxx1 |
dou*@r**************.com |
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| Trinity Alps Capital Partners |
450 Pacific Ave, San Francisco, CA 94133 |
|
41567xxxx0 |
*re*@t*****************.com |
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| KKR Credit Advisors (US), LLC |
555 California St, San Francisco, CA 94104 |
|
41531xxxx0 |
aar*********@k**.com |
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| Edward Jones |
530 Monterey Blvd San Francisco, CA 94127 |
|
41545xxxx7 |
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| Charles Schwab |
3478 California St Ste 100 San Francisco, CA 94118 |
|
41544xxxx0 |
jan*****@s*****.com |
3.3 |
9 |
2.1 |
14 |
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646273 |
189 |
659000 |
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| Captial Asset Management Company |
San Francisco, CA 94102 |
|
41526xxxx8 |
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| Perigon Partners |
201 Mission St Ste 1825, San Francisco, CA 94105 |
|
41543xxxx0 |
b@p**************.com |
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| Carroll Investment Co |
601 California St, San Francisco, CA 94108 |
|
41598xxxx4 |
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| Edward Jones |
4360 19th St San Francisco, CA 94114 |
|
41586xxxx7 |
a.j*********@e**********.com |
|
35 |
5 |
2 |
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84868 |
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| Charles Raven Capital Management |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41521xxxx1 |
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| Money Meaning & Choices Institute |
301 Mission St, San Francisco, CA 94105 |
|
41526xxxx7 |
adm**@m***********.com |
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| Encore Consumer Capital |
111 Pine St #1825, San Francisco, CA 94111 |
|
41529xxxx0 |
bi**@e********************.com |
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| Fidelity Investments |
350 California St Ste 500 San Francisco, CA 94104 |
|
41539xxxx1 |
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1.3 |
4 |
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| Wellington Management Company LLP |
4 Embarcadero Ctr Suite 2610, San Francisco, CA 94111 |
|
41562xxxx0 |
a@w*********.com |
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| Stratagem Partnering |
595 Market St, San Francisco, CA 94105 |
|
41554xxxx4 |
ang********@e***********.com |
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| Charyn Asset Management Group |
2675 Folsom St, San Francisco, CA 94110 |
|
41597xxxx0 |
kev**@c*************.com |
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| TechView Wealth Advisors |
5214F Diamond Heights Blvd, San Francisco, CA 94131 |
|
65053xxxx9 |
16a*************************************@w*****************.com |
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| The Grayson Group |
345 California St, San Francisco, CA 94104 |
|
41560xxxx5 |
rbc*********@r**.com |
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| CMA Asset Managers Inc |
2140 Shattuck Ave, Berkeley, CA 94704 |
|
51020xxxx8 |
bka*******@s****************.com |
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| LendingHome |
1 California St Fl 17 San Francisco, CA 94111 |
|
84441xxxx3 |
aar********@l**********.com |
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|
1.8 |
10 |
4.9 |
34 |
31592 |
|
33000 |
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| K SK Property Management Investment Inc. |
1 Daniel Burnham Ct, San Francisco, CA 94109 |
|
41577xxxx5 |
dia***@k**********.com |
4.4 |
79 |
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| RHS Financial |
4171 24th St. Suite 101 San Francisco, CA 94114 |
|
41549xxxx0 |
ale*@r***********.com |
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5 |
1 |
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| Credit Suisse First Boston USA |
201 Spear St, San Francisco, CA 94105 |
|
41583xxxx0 |
|
3 |
2 |
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| Parnassus Investments |
1 Market St #1600, San Francisco, CA 94105 |
|
80099xxxx5 |
|
5 |
1 |
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| Denning & Co |
150 California St Ste 650, San Francisco, CA 94111 |
|
41539xxxx9 |
cst***@d****************.com |
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|
5035 |
299 |
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| Areté Wealth Strategists |
2120 University Ave Fl 5 Berkeley, CA 94704 |
|
88854xxxx0 |
ash***@a*******.com |
|
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5 |
5 |
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| Venturi & Co |
345 Lorton Ave Ste 105, Burlingame, CA 94010 |
|
65034xxxx0 |
bri*******@v********.com |
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| Fort Point Capital Management |
1 Montgomery St San Francisco, CA 94104 |
|
41539xxxx0 |
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| Arch Hoffman - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
rbc*********@r**.com |
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| Reedland Capital Partners |
30 Sunnyside Ave, Mill Valley, CA 94941 |
|
41538xxxx0 |
ada*@r*******.com |
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| Blackstone IP |
71 Stevenson St, San Francisco, CA 94105 |
|
41587xxxx5 |
emi*@b***********.com |
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| Aspasia Iosifellis |
111 Pine St, San Francisco, CA 94111 |
|
41559xxxx7 |
acc************@f************.com |
|
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| A C Investor |
555 California St, San Francisco, CA 94104 |
|
41567xxxx0 |
bra*********@a**********.net |
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| The Townsend Group |
601 Montgomery St Ste 525, San Francisco, CA 94111 |
|
41536xxxx5 |
|
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| Ron Chang |
246 2nd St, San Francisco, CA 94105 |
|
41591xxxx6 |
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| Investment Consultants |
880 Peru Ave, San Francisco, CA 94112 |
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41589xxxx6 |
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| Hollis Capital Management |
3214 Jackson St, San Francisco, CA 94118 |
|
41592xxxx1 |
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| Andrew Gibson |
111 Pine St 11th Fl, San Francisco, CA 94111 |
|
41526xxxx5 |
add********@f************.com |
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| Vision Capital Investment Management |
3450 Geary Blvd Ste 203 San Francisco, CA 94118 |
|
41573xxxx0 |
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| Mark A. Friedman |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx0 |
ale***@f************.com |
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| Terrapin Investments |
311 Miller Ave Ste 3, Mill Valley, CA 94941 |
|
41538xxxx8 |
aiw**@t******************.com |
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1 |
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| Campodonico Investments |
600 California St, San Francisco, CA 94108 |
|
41536xxxx2 |
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| KLOZeasy Real Estate & Mortgage |
1444 18th Ave, San Francisco, CA 94122 |
|
41530xxxx8 |
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| Polyak Precious Metals |
1553 Polk St, San Francisco, CA 94109 |
|
41548xxxx7 |
inf*@p*******************.com |
4.9 |
58 |
4.9 |
94 |
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163 |
26 |
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| Avondale Conquest |
631 Bridgeway, Sausalito, CA 94965 |
|
41533xxxx6 |
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| Heffernan Insurance Brokers |
44 Montgomery St Ste 1950 San Francisco, CA 94105 |
|
80082xxxx6 |
a.h******@h******.com |
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3.5 |
2 |
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| The Humphreys Group |
220 Montgomery St Ste 1850, San Francisco, CA 94104 |
|
41592xxxx1 |
dia**@h*************.com |
5 |
1 |
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91 |
2 |
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| Cpic International |
244 California St, San Francisco, CA 94111 |
|
41598xxxx5 |
tom@c***.net |
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| Gaylord Wealth Management |
535 Mission St, San Francisco, CA 94105 |
|
41597xxxx9 |
afj***************@h*******************.com |
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| Stephen R. Marotto |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx4 |
add********@f************.com |
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| Mrtaiwan Com |
1150 Folsom St San Francisco, CA 94103 |
|
41590xxxx0 |
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| Seacoast Capital |
1 Bush St, San Francisco, CA 94104 |
|
41595xxxx0 |
adm**@s**************.com |
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5 |
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| venBio LLC |
1700 Owens St Ste 595 San Francisco, CA 94158 |
|
41580xxxx0 |
inf*@v*****.com |
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| Edward Jones - Financial Advisor: Patrick Cross, CFP®|ChFC®|AAMS™ |
345 W Portal Ave Ste 100, San Francisco, CA 94127 |
|
41566xxxx1 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Rockwood Wealth Management |
68 Rockwood Ct, San Francisco, CA 94127 |
|
41559xxxx7 |
ste***********@r*********.com |
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| Edward Jones - Financial Advisor: Kelly A Cunningham |
400 Oyster Point Blvd Ste 438, South San Francisco, CA 94080 |
|
65035xxxx5 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Stephen Lacy - KW Commercial |
225 Valencia St San Francisco, CA 94103 |
|
41592xxxx0 |
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5 |
1 |
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| Serent Capital |
44 Montgomery St #3450, San Francisco, CA 94104 |
|
41534xxxx0 |
aal**********@s************.com |
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| Igp Industries |
100 Spear St, San Francisco, CA 94105 |
|
41588xxxx0 |
acc*******@i********.com |
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| Pixel Financial Planning |
201 Spear St Ste 1100 San Francisco, CA 94105 |
|
41589xxxx0 |
c90*************************************@w*****************.com |
|
4 |
5 |
19 |
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| Baker Avenue Asset Management |
301 Battery St Fl 2, San Francisco, CA 94111 |
|
41598xxxx0 |
am@b*******.com |
5 |
2 |
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52 |
4 |
68 |
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| Edward Jones - Financial Advisor: Mark T Hegland |
1875 Lombard St, San Francisco, CA 94123 |
|
41544xxxx0 |
a.j*********@e**********.com |
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4.7 |
11 |
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87288 |
|
99000 |
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| Friedman Peters Group |
345 California St, San Francisco, CA 94104 |
|
41547xxxx0 |
fri***********@r**.com |
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12807 |
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| U. S. Continental Investment Corp. |
3128 Geary Blvd, San Francisco, CA 94118 |
|
41575xxxx0 |
joh******@u****.com |
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| Great Bear |
1550 Filbert St, San Francisco, CA 94123 |
|
41558xxxx6 |
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| Stephen Petrillo |
111 Pine St, San Francisco, CA 94111 |
|
41539xxxx5 |
add********@f************.com |
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| CBRE Asset SVC |
1000 Broadway, Oakland, CA 94607 |
|
51083xxxx1 |
hos*******@s********.net |
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| Edward Jones - Financial Advisor: Patrick Cross |
345 W Portal Ave Ste 100 San Francisco, CA 94127 |
|
41566xxxx1 |
a.j*********@e**********.com |
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4.2 |
5 |
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| Edward Jones - Financial Advisor: Michael J. Kenyon |
8 Otis St Ste 922, San Francisco, CA 94103 |
|
41561xxxx0 |
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| Bryan Partners |
600 Montgomery St, San Francisco, CA 94111 |
|
41542xxxx1 |
abc*******@b******.com |
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4.7 |
27 |
1895 |
545 |
1900 |
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| Morgan Stanley Smith Barney |
1 Sansome St Fl 38 San Francisco, CA 94104 |
|
41598xxxx0 |
a.m*******@m***.com |
|
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1.3 |
11 |
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| Park Presidio Capital |
1 Letterman Dr, San Francisco, CA 94129 |
|
41549xxxx0 |
ada*@p***********.com |
|
8 |
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| Parnasses Investments |
1 Market, San Francisco, CA 94105 |
|
41554xxxx8 |
adi**@p********.com |
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| Cos and Company |
90 Heather Ave Apt 304, San Francisco, CA 94118 |
|
41530xxxx0 |
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| Del Camp Investments Inc |
2120 Market St, San Francisco, CA 94114 |
|
41562xxxx1 |
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| Edward Jones - Financial Advisor: William Fried |
2161 Allston Way, Berkeley, CA 94704 |
|
51070xxxx4 |
a.j*********@e**********.com |
|
81 |
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87631 |
|
100000 |
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| Mark Anthony Porter - Porter, Ritchie and Associates |
44 Montgomery St Ste 3100 San Francisco, CA 94104 |
|
41574xxxx6 |
dns*****@a***.com |
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5 |
6 |
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| Simply Smart Asset Management Inc |
220 Lombard St, San Francisco, CA 94111 |
|
65068xxxx8 |
bi**@s****************.com |
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| Violich Capital Management |
580 California St Ste 1420, San Francisco, CA 94104 |
|
41521xxxx4 |
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| Greg C Musick - Financial Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41574xxxx9 |
and************@a***.com |
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73 |
|
92 |
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| Dci |
201 Spear St Ste 250, San Francisco, CA 94105 |
|
41576xxxx1 |
|
3 |
1 |
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| Murano Group |
600 California St, San Francisco, CA 94108 |
|
41568xxxx0 |
chr******@m***********.com |
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| Citi Personal Wealth Management |
130 W Portal Ave, San Francisco, CA 94127 |
|
41573xxxx1 |
aar**********@c********.com |
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| Stewart & Patten Co |
1 Post St Ste 850, San Francisco, CA 94104 |
|
41542xxxx2 |
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| Meritage Group LP |
1 Ferry Building Suite 375, San Francisco, CA 94111 |
|
41539xxxx0 |
aba***@m************.com |
2.3 |
3 |
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| Heritage Financial North |
433 Airport Blvd. Suite 228, Burlingame, CA 94010 |
|
65057xxxx5 |
lxx*****@h*********************.com |
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5 |
6 |
44 |
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48 |
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| Bl-Sh Financial |
1700 California St Ste 335 San Francisco, CA 94109 |
|
41595xxxx6 |
drl****************@g****.com |
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| Gerding Edlen Investment Management |
201 Clay St, San Francisco, CA 94111 |
|
41539xxxx1 |
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| Sonen Capital |
101 Montgomery St #2150, San Francisco, CA 94104 |
|
41553xxxx4 |
aba******@s***********.com |
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| Hurley Wealth Management Group |
1601 Bayshore Hwy, Burlingame, CA 94010 |
|
65051xxxx2 |
*re*@h***********.com |
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| Jordan Park Group, LLC |
100 Pine St #2600, San Francisco, CA 94111 |
|
41541xxxx0 |
ale*******@j*********.com |
|
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| Doyle & Boissiere |
330 Primrose Rd Ste 212, Burlingame, CA 94010 |
|
65068xxxx0 |
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| Waldenvc |
Walden Vc 750 Battery St, San Francisco, CA 94111 |
|
41539xxxx5 |
art@w*******.com |
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| Alchemy Management Group, Inc |
419 Laguna St Unit 1, San Francisco, CA 94102 |
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41582xxxx3 |
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| Eagle Investment Service |
5498 Geary Blvd, San Francisco, CA 94121 |
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41537xxxx3 |
agl****@s***********.com |
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| Prospect Capital |
1 Front St Ste 1475, San Francisco, CA 94111 |
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41598xxxx0 |
abh*****@p**********.com |
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| Paladin Capital Management |
235 Montgomery St Ste 1146, San Francisco, CA 94104 |
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41598xxxx5 |
pad*****@p*********.com |
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| Hill Investment Co |
1201 California St, San Francisco, CA 94109 |
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41577xxxx0 |
ame***@s******.com |
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| Francisco Partners |
1 Letterman Dr, San Francisco, CA 94129 |
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41541xxxx0 |
abc*******@f****************.com |
2.3 |
3 |
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| Rockefeller Capital Management |
2 Embarcadero Ctr Ste 2320, San Francisco, CA 94111 |
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41583xxxx0 |
aha**@r*****.com |
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| Egm Capital |
2 Embarcadero Ctr, San Francisco, CA 94111 |
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41578xxxx0 |
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| Elmwood Wealth Management Inc |
2027 4th St, Berkeley, CA 94710 |
|
51085xxxx3 |
bob@e************.com |
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| SoFi |
234 1st St San Francisco, CA 94105 |
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85545xxxx4 |
ano**@s***.com |
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1.5 |
27 |
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| Morgan Stanley Wealth Management |
1 Kaiser Plz, Oakland, CA 94612 |
|
51083xxxx0 |
aar***********@m***********************.com |
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| Mercer Advisors |
235 Montgomery St Ste 1020 San Francisco, CA 94104 |
|
87749xxxx3 |
aar********@m*************.com |
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2836 |
28 |
2900 |
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| Brookfield Private Wealth Management Team - UBS Financial Services Inc. |
555 California St Ste 4650, San Francisco, CA 94104 |
|
41596xxxx4 |
aar*******@u**.com |
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229156 |
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242000 |
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| SAS Financial Advisors |
582 Market St Ste 1604 San Francisco, CA 94104 |
|
41573xxxx2 |
ala**@s**********.com |
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5 |
2 |
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| Callahan Financial Planning Company | Fee-Only Financial Advisors in San Francisco |
75 Broadway Ste 202, San Francisco, CA 94111 |
|
41579xxxx0 |
alb***@c***************.com |
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1000 |
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| Stratim Capital, LLC |
369 Pine St Suite 103, San Francisco, CA 94104 |
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41567xxxx0 |
ase****@s*************.com |
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| Phoenix Asset Management |
200 Pine St, San Francisco, CA 94104 |
|
41580xxxx0 |
e89*************************************@w*****************.com |
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582104 |
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46 |
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| The Addington Group |
345 California St, San Francisco, CA 94104 |
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41544xxxx9 |
rbc*********@r**.com |
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| Schuller, Edward |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
wms**********@r**.com |
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14743 |
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16000 |
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| Merrill Lynch Wealth Management |
2 Belvedere Pl Ste 100, Mill Valley, CA 94941 |
|
41528xxxx0 |
ale*********@m*.com |
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| True Root Financial |
San Francisco, CA 94109 |
|
41532xxxx2 |
hel**@t****************.com |
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5 |
6 |
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342 |
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369 |
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| Sommer McKinley |
111 Pine St, San Francisco, CA 94111 |
|
41529xxxx8 |
add********@f************.com |
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| Castro, Peter De |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
rbc*********@r**.com |
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14743 |
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16000 |
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| Ripple |
300 Montgomery St, San Francisco, CA 94104 |
|
41534xxxx0 |
abc**@r*****.com |
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2664 |
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3200 |
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| Forward |
101 California St Ste 1600 San Francisco, CA 94111 |
|
41586xxxx0 |
dma****@f***************.com |
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5 |
1 |
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| Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ |
1050 Marina Village Pkwy Ste 100, Alameda, CA 94501 |
|
51052xxxx9 |
a.j*********@e**********.com |
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| First Republic Bank - Temp. CLOSED |
558 Presidio Blvd San Francisco, CA 94129 |
|
41556xxxx8 |
aa@f************.com |
4 |
4 |
4.2 |
10 |
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| The Advisory Group of San Francisco - Financial Advisors |
44 Montgomery St Suite 2410, San Francisco, CA 94104 |
|
41597xxxx0 |
ati***@a**************.com |
5 |
1 |
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65 |
2 |
68 |
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| RBC Wealth Management Branch - San Francisco |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
rbc*********@r**.com |
5 |
1 |
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| Quantum Capital Management Inc |
311 California St Ste 420, San Francisco, CA 94104 |
|
41592xxxx3 |
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| Commerce Ventures |
123 Main St, San Francisco, CA 94105 |
|
31031xxxx0 |
cla***@c*******.vc |
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| Alex Radoslovich |
111 Pine St, San Francisco, CA 94111 |
|
41536xxxx9 |
add********@f************.com |
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| Orchid Group Holdings |
555 California St, San Francisco, CA 94104 |
|
41587xxxx0 |
ake******@a***********.net |
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| Edward Jones - Financial Advisor: Jilena Y Mok |
2000 Van Ness Ave Ste 714 San Francisco, CA 94109 |
|
41577xxxx0 |
a.j*********@e**********.com |
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87586 |
|
100000 |
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| Brown, Dustin |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
joh*******@c*.rbcwealthmanagement |
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12807 |
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| HarborLight Investments |
516 El Cerrito Plz El Cerrito, CA 94530 |
|
51055xxxx2 |
inf*@h*********************.com |
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5 |
1 |
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| ClearBridge Investments |
50 California St, San Francisco, CA 94111 |
|
80069xxxx0 |
abc****@c**********.com |
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| Martin Investment Company |
400 30th St Ste 406, Oakland, CA 94609 |
|
51083xxxx0 |
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| Medley Partners Management |
50 California St, San Francisco, CA 94111 |
|
41537xxxx0 |
aud***@m******.com |
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| Proprietary Finance Ventures |
123 Mission St, San Francisco, CA 94105 |
|
20259xxxx1 |
f3b*************************************@w*****************.com |
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| Credit Repair Today |
350 Rhode Island St Ste 240, San Francisco, CA 94103 |
|
41534xxxx8 |
inf*@m*******************.com |
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| Steelriver Infrastructure Partners |
1 Harbor Dr Ste 101, Sausalito, CA 94965 |
|
41529xxxx0 |
and***************@s*****************.com |
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| Bay Grove Capital |
801 Montgomery St, San Francisco, CA 94133 |
|
41522xxxx3 |
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| Morgan Stanley |
101 California St, San Francisco, CA 94111 |
|
41569xxxx6 |
acm***********@m************.com |
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| Artisan Partners Limited Partnership |
1 Maritime Plz, San Francisco, CA 94111 |
|
41528xxxx0 |
a.a*******@a**************.com |
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| Raymond James Financial Services |
2435 Divisadero St, San Francisco, CA 94115 |
|
41534xxxx4 |
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5 |
2 |
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| Alpine Investors |
1 California St, San Francisco, CA 94111 |
|
41539xxxx0 |
aga****@a**************.com |
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| Bill Marshall - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
bob*********@r**.com |
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| Minkoff & Associates |
111 Pine St Ste 1750, San Francisco, CA 94111 |
|
41539xxxx0 |
dns*****@a***.com |
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| Trainer Wortham & Co Inc |
475 14th St, Oakland, CA 94612 |
|
51044xxxx0 |
aad*****@c********.com |
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| Sterling Bank & Trust |
400 Montgomery St Suite 100 San Francisco, CA 94104 |
|
80094xxxx5 |
agl****@s***********.com |
3 |
2 |
3.4 |
23 |
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|
308 |
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| Morgan Stanley |
555 California St, San Francisco, CA 94104 |
|
41598xxxx8 |
abh*******@t*********************.com |
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| Brio Financial Group |
19 Sutter St, San Francisco, CA 94104 |
|
83362xxxx0 |
abr****@b*****.com |
|
|
3.5 |
11 |
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| Rigg R A & Company |
San Francisco, CA 94102 |
|
41544xxxx0 |
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| Mason-McDuffie Franciscan Properties |
677 Portola Dr San Francisco, CA 94127 |
|
41566xxxx0 |
hos*******@o**.com |
|
24 |
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| JMR Capital Management Inc |
44 Montgomery St Ste 3705, San Francisco, CA 94104 |
|
51052xxxx5 |
inf*@s***************.com |
|
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| Thomvest Ventures |
138 South Park St San Francisco, CA 94107 |
|
41532xxxx0 |
ash***@t*******.com |
|
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|
| Bloomberg LP |
Pier 3 Ste 101 San Francisco, CA 94111 |
|
41595xxxx0 |
aa@b********.com |
4.6 |
17 |
5 |
2 |
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119172 |
25136 |
132000 |
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| Veritas Investments, Inc. |
1 Bush St, San Francisco, CA 94104 |
|
41557xxxx0 |
acc**********@v*********.com |
2.6 |
18 |
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| Liberty Hill Asset Management |
3650 24th St, San Francisco, CA 94110 |
|
41520xxxx4 |
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| Edward Jones - Financial Advisor: Meagan M Wakefield, AAMS™ |
4190 24th St, San Francisco, CA 94114 |
|
41528xxxx9 |
a.j*********@e**********.com |
3 |
2 |
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87586 |
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100000 |
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| Porter, Ritchie & Associates - Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41561xxxx5 |
and************@a***.com |
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73 |
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92 |
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| Origin Capital Management |
Serving theSan Francisco Area |
|
41539xxxx8 |
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| Mission Creek Capital Partners, Inc. |
101 Mission St #1750, San Francisco, CA 94105 |
|
41536xxxx0 |
add*******************@m**************.com |
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12 |
5 |
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| Rosenblum Barbara G |
1388 Sutter St Ste 725, San Francisco, CA 94109 |
|
41577xxxx0 |
fli*****@r****.com |
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| Umpqua Bank |
1900 Fillmore St, San Francisco, CA 94115 |
|
41567xxxx0 |
aam*********@u*********.com |
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4 |
1189 |
50650 |
669 |
49000 |
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| Tom Egan |
111 Pine St, San Francisco, CA 94111 |
|
41529xxxx4 |
acc************@f************.com |
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| Route One Invstmnt Company |
311 Miller Ave, Mill Valley, CA 94941 |
|
41538xxxx4 |
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| The Gapper Wealth Management Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
rbc*********@r**.com |
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14743 |
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16000 |
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| Ee Fund Management |
461 2nd St, San Francisco, CA 94107 |
|
41535xxxx8 |
inf*@e*****.com |
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| TSG Consumer Partners |
600 Montgomery St Ste 2900, San Francisco, CA 94111 |
|
41521xxxx0 |
aah***@t**********.com |
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| Fire Capital Management |
2 Mint Plaza Ste 902, San Francisco, CA 94103 |
|
41582xxxx9 |
aly***@f********************.com |
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| Wespac Plan Services Inc |
519 17th St, Oakland, CA 94612 |
|
51028xxxx5 |
adv*****@w*****.net |
5 |
2 |
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| San Francisco, CA Private Wealth Management - UBS Financial Services Inc. |
555 California St Ste 3200, San Francisco, CA 94104 |
|
88866xxxx0 |
acc***************@u**.com |
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| Rich Chambers, CFP, RLP |
1310 Sanchez St San Francisco, CA 94131 |
|
65021xxxx8 |
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| Grealish Investment Counseling |
1001 Bayhill Dr, San Bruno, CA 94066 |
|
65095xxxx8 |
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| Foci Wealth Management - Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41574xxxx0 |
dns*****@a***.com |
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75 |
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91 |
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| Champlain Capital |
1 Post St Ste 925, San Francisco, CA 94104 |
|
41566xxxx0 |
dle***@c***************.com |
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| Horizon Holdings |
101 Clay St, San Francisco, CA 94111 |
|
41578xxxx0 |
col****@h**************.com |
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| JMP Group |
600 Montgomery St, San Francisco, CA 94111 |
|
41583xxxx0 |
aca**@j***.com |
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| Stafford Capital Management |
275 Battery St Ste 1600, San Francisco, CA 94111 |
|
41536xxxx0 |
bob@s**************.com |
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| Vert Asset Management |
85 Liberty Ship Way, Sausalito, CA 94965 |
|
41565xxxx9 |
inf*@v********.com |
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| Ares Management |
1 Harbor Dr, Sausalito, CA 94965 |
|
41538xxxx0 |
a@a*******.com |
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| Decker Retirement Planning |
50 California St Ste 1500 San Francisco, CA 94111 |
|
41552xxxx0 |
inf*@d*******.com |
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5 |
1 |
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| Farallon Capital Management Partners |
1 Maritime Plz, San Francisco, CA 94111 |
|
41542xxxx2 |
ab@f**************.com |
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| TNL Car Title Loans |
95 3rd St Ste 1, San Francisco, CA 94103 |
|
41573xxxx2 |
3ce*************************************@w*****************.com |
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| Moirai Wealth Management |
722 Montgomery St, San Francisco, CA 94111 |
|
41598xxxx1 |
aat***@m*****.com |
5 |
1 |
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| Jacobs & Company |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41577xxxx7 |
aar*******@j*****.com |
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4.7 |
63 |
40553 |
|
41000 |
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| Ramsdell Capital Mgmt |
582 Market St Ste 608, San Francisco, CA 94104 |
|
41539xxxx0 |
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| Rcm Robinson Capital Management |
3997 Washington St, San Francisco, CA 94118 |
|
41577xxxx1 |
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| BPM Wealth Management |
555 California St, San Francisco, CA 94104 |
|
41547xxxx0 |
doe****@g************.com |
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| Menke Investment Advisors |
114 Sansome St Ste 1000 San Francisco, CA 94104 |
|
41557xxxx0 |
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| Evercore Wealth Management |
425 California St, San Francisco, CA 94104 |
|
41528xxxx0 |
ale*******@e*******.com |
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| Morningside Investment Advisors |
870 Market St, San Francisco, CA 94102 |
|
41598xxxx2 |
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| Edward Jones |
1504 Encinal Ave Ste B, Alameda, CA 94501 |
|
51052xxxx6 |
a.j*********@e**********.com |
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| Harvest Capital Strategies |
600 Montgomery St Ste 1700, San Francisco, CA 94111 |
|
41583xxxx1 |
aca**@j***.com |
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| JPM Asset Management Corp |
1736 Stockton St, San Francisco, CA 94133 |
|
41539xxxx8 |
jam***************************@w****.tigertech |
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| Moirai Capital Mgmt |
708 Montgomery St, San Francisco, CA 94111 |
|
41598xxxx1 |
aat***@m*****.com |
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| WP Advisors |
353 Sacramento St, San Francisco, CA 94111 |
|
41577xxxx0 |
inf*@w************.com |
3 |
1 |
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| Vista Wealth Management |
88 Kearny St Ste 1700 San Francisco, CA 94108 |
|
65025xxxx0 |
bra**@v**********.com |
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| Miranda Holmes |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx0 |
add********@f************.com |
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| Milestone Financial Advisors |
533 Sutter St, San Francisco, CA 94102 |
|
41543xxxx0 |
aar**@m**************.com |
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| Newport Asia |
601 California St, San Francisco, CA 94108 |
|
41567xxxx0 |
aas****@n*************.com |
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| Robasciotti And Associates |
870 Market St, San Francisco, CA 94102 |
|
41598xxxx0 |
afs***@r**********.com |
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5 |
14 |
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214 |
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| Buena Vista Fund Management |
235 Montgomery St, San Francisco, CA 94104 |
|
41543xxxx0 |
inf*@b*************.com |
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| Roessler James A |
360 Post St San Francisco, CA 94108 |
|
41583xxxx2 |
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| Moira Amado-McCoy, Robertson Stephens |
455 Market St Ste 1600, San Francisco, CA 94105 |
|
41550xxxx0 |
abl**@r********.com |
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|
999 |
8 |
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| Financial Technology Ventures |
555 California St, San Francisco, CA 94104 |
|
41522xxxx0 |
aar******@f*********.com |
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| RBC Capital Markets |
2 Embarcadero Ctr, San Francisco, CA 94111 |
|
41563xxxx0 |
a.p****@r****.com |
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| Patton & Associates |
160 Sansome St, San Francisco, CA 94104 |
|
41539xxxx2 |
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| Ifm Investors |
310 Harbor Dr, Sausalito, CA 94965 |
|
41572xxxx5 |
aab***********@i***********.com |
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| Mathematica Capital Management |
75 Gate 5 Rd, Sausalito, CA 94965 |
|
41533xxxx4 |
jl@m*******.com |
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| Juniper Square |
555 Montgomery St #1400, San Francisco, CA 94111 |
|
41584xxxx2 |
aar**@j************.com |
4.1 |
7 |
|
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|
427 |
|
463 |
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| Parthenon Capital |
4 Embarcadero Ctr Ste 3610, San Francisco, CA 94111 |
|
41591xxxx0 |
an@p***************.com |
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|
| Kathryn Harrison |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx4 |
acc************@f************.com |
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| Edward Jones |
1150 Ballena Blvd Ste 100, Alameda, CA 94501 |
|
51052xxxx4 |
a.j*********@e**********.com |
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| Stephens Investment Management |
San Francisco, CA 94104 |
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41567xxxx0 |
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| Laird Norton Wetherby |
580 California St 8th floor, San Francisco, CA 94104 |
|
41539xxxx9 |
emo***@l**********.com |
5 |
2 |
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| ImpactAdvisor LLC |
655 Montgomery St 7th floor, San Francisco, CA 94111 |
|
41586xxxx0 |
exx********@i************.com |
5 |
7 |
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| Urban Pioneer |
3129 Fillmore St, San Francisco, CA 94123 |
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41581xxxx7 |
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| New York Life |
425 Market St Ste 1600 San Francisco, CA 94105 |
|
41539xxxx0 |
agg********@n**********.com |
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2 |
17 |
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| Robertson Stephens - Burlingame |
1350 Bayshore Hwy Ste 210, Burlingame, CA 94010 |
|
65034xxxx0 |
abl**@r********.com |
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996 |
8 |
1000 |
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| Sterling Bank & Trust |
1122 Taraval St San Francisco, CA 94116 |
|
41566xxxx0 |
agl****@s***********.com |
4 |
2 |
1 |
1 |
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309 |
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| Bersot Capital Management |
466 Green St, San Francisco, CA 94133 |
|
41538xxxx7 |
85c*************************************@w*****************.com |
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| City National Bank - San Francisco Main |
150 California St, San Francisco, CA 94111 |
|
41557xxxx0 |
ale************@c**.com |
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2.8 |
6 |
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5371 |
151 |
5900 |
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| Castle Crow & Co |
100 Spear St, San Francisco, CA 94105 |
|
41554xxxx0 |
ada**@c*********.com |
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| Michael Cox |
111 Pine St, San Francisco, CA 94111 |
|
41539xxxx2 |
are*****@m**********.net |
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| David Mucha |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx3 |
add********@f************.com |
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| Evc Group |
201 Mission St Ste 1930 San Francisco, CA 94105 |
|
41589xxxx0 |
ago****@e*******.com |
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| Wentworth Hauser & Violich |
353 Sacramento St, San Francisco, CA 94111 |
|
41598xxxx1 |
inf*@s*********.com |
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| Global Investment Co Inc |
211 10th St, Oakland, CA 94607 |
|
51083xxxx2 |
cat**@g*****************.net |
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| Edward Jones - Financial Advisor: Erin Sinclair |
1201 Howard Ave, Burlingame, CA 94010 |
|
65034xxxx0 |
a.j*********@e**********.com |
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87631 |
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100000 |
5 |
2 |
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| Tim Cecchin - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
wms**********@r**.com |
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14743 |
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16000 |
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| Adasina Social Capital |
548 Market St Suite 60335, San Francisco, CA 94102 |
|
41598xxxx0 |
com*******@a******.com |
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| Fortress Investment Group |
1 Market Plz, San Francisco, CA 94105 |
|
41561xxxx0 |
aal*****@f*******.com |
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| Seven Post Investment Office |
1 Montgomery St Suite #3150, San Francisco, CA 94104 |
|
41534xxxx0 |
ali********@s********.com |
5 |
2 |
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| Ironcap |
1 Federal St Apt 20 San Francisco, CA 94107 |
|
32336xxxx1 |
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| The Nickel Cox Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
rbc*********@r**.com |
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12807 |
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| Jeffrey Oster - Raymond James |
1050 Marina Village Pkwy, Alameda, CA 94501 |
|
88865xxxx5 |
aar************@r***********.com |
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| The Parnassus Fund |
1 Market St Ste 2200, San Francisco, CA 94105 |
|
41577xxxx0 |
adi**@p********.com |
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| Institute For Private Investors |
88 Kearny St Ste 750, San Francisco, CA 94108 |
|
41593xxxx0 |
aw@m*********.net |
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| Macroaxis |
505 Montgomery St FL 10, San Francisco, CA 94111 |
|
41565xxxx6 |
ale*@m********.com |
4.8 |
6 |
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| Diane Kohler - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
dia*********@r**.com |
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| Roberts Realty & Investment Company |
440 San Mateo Ave, San Bruno, CA 94066 |
|
65058xxxx0 |
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| BL-SH Financial |
1700 California St, San Francisco, CA 94109 |
|
41595xxxx6 |
drl****************@g****.com |
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| Pensionalysis, Inc. |
522 San Anselmo Ave San Anselmo, CA 94960 |
|
41545xxxx4 |
chi*@p************.com |
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1 |
1 |
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| IMK Millionaires LLC |
4 Embarcadero CTR STE 1400, San Francisco, CA 94111 |
|
41598xxxx0 |
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| Sterling Bank & Trust |
3800 24th St, San Francisco, CA 94114 |
|
41597xxxx0 |
agl****@s***********.com |
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2.5 |
52 |
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| Pe Financial Group |
3 Harbor Dr Ste 107, Sausalito, CA 94965 |
|
41533xxxx4 |
joh******@p***************.com |
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| Coburn Barrett |
3701 Sacramento St Ste 394 San Francisco, CA 94118 |
|
41538xxxx1 |
inf*@c************.com |
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| San Francisco Elements Group - Morgan Stanley |
555 California St 35th Floor, San Francisco, CA 94104 |
|
41595xxxx7 |
acm***********@m************.com |
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| Alecta Real Estate |
100 Drumm St, San Francisco, CA 94111 |
|
41532xxxx0 |
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| Gaylord Wealth Management |
3145 Geary Blvd Ste 717 San Francisco, CA 94118 |
|
41555xxxx2 |
con****@p*************.org |
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5 |
2 |
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| Citrine Capital |
535 Mission St 14th floor, San Francisco, CA 94105 |
|
41549xxxx2 |
inf*@c*********************.com |
5 |
15 |
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378 |
4 |
386 |
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| Ams Asset Management Co |
25 Stillman St, San Francisco, CA 94107 |
|
41590xxxx1 |
har******@a*******.com |
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| Raymond James |
870 Market St Ste 711, San Francisco, CA 94102 |
|
41539xxxx0 |
aar************@r***********.com |
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|
17482 |
|
18000 |
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| Cerity Partners |
345 California St STE 1100, San Francisco, CA 94104 |
|
41578xxxx5 |
afi****@c*************.com |
5 |
1 |
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| Margaret Pierattini |
111 Pine St 11th Fl, San Francisco, CA 94111 |
|
41529xxxx4 |
add********@f************.com |
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| Edward Jones - Financial Advisor: Yun Fang |
1569 Sloat Blvd, Ste 312 San Francisco, CA 94132 |
|
41550xxxx8 |
a.j*********@e**********.com |
|
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5 |
1 |
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| Jackson Square Capital |
230 California St Ste 304 San Francisco, CA 94111 |
|
41585xxxx1 |
can***@j***************.com |
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| Berman Capital |
435 Hill St, San Francisco, CA 94114 |
|
41534xxxx0 |
cas**@b********.com |
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| Boston Financial Investment Management |
315 Montgomery St, San Francisco, CA 94104 |
|
41578xxxx0 |
adn*********@b***.com |
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| Laurel Realty and Investment |
294 29th St, San Francisco, CA 94131 |
|
41564xxxx0 |
inf*@l*************.com |
2.4 |
19 |
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77 |
|
77 |
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| Wells Capital Management |
525 Market St, San Francisco, CA 94105 |
|
41539xxxx0 |
aan******@w*******.com |
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| Bill Grayson - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx5 |
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| Innovation Investments |
111 Sutter St, San Francisco, CA 94104 |
|
41563xxxx0 |
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| Foresight Group US |
400 Montgomery St, San Francisco, CA 94104 |
|
41526xxxx0 |
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| Algert Global LLC |
101 California St Suite 3240, San Francisco, CA 94111 |
|
41567xxxx0 |
alg**********@a***********.com |
4 |
2 |
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| Osterweis Capital Management |
1 Maritime Plz Ste 3800, San Francisco, CA 94111 |
|
41543xxxx1 |
abu**@o********.com |
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| JMP Group Inc |
600 Montgomery St, San Francisco, CA 94111 |
|
41583xxxx0 |
apa****@j***.com |
3.7 |
3 |
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| Osterweis Capital Management |
One Maritime Plaza, #800, San Francisco, CA 94111 |
|
41543xxxx1 |
abu**@o********.com |
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| Bernstein Global Wealth Management |
555 California St, San Francisco, CA 94104 |
|
41521xxxx0 |
aar******@a****************.com |
|
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| Orford Capital Management |
155 Montgomery St Ste 404, San Francisco, CA 94104 |
|
41539xxxx0 |
|
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| Dodge & Cox |
555 California St, San Francisco, CA 94104 |
|
41598xxxx0 |
ada********@d**********.com |
5 |
2 |
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| BNY Mellon Wealth Management San Francisco CA |
555 Mission St, San Francisco, CA 94105 |
|
41596xxxx5 |
jes************@b********.com |
5 |
1 |
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| Cake Financial |
500 3rd St Ste 260 San Francisco, CA 94107 |
|
87750xxxx3 |
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| Weber Capital Management |
340 Pine St, San Francisco, CA 94104 |
|
41536xxxx7 |
chi******@w***********.com |
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| Cambridge Investments Limited |
2 Belvedere Pl Ste 320, Mill Valley, CA 94941 |
|
41538xxxx3 |
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| Vega Capital Group |
100 Bush St, San Francisco, CA 94104 |
|
41531xxxx0 |
doe****@v**********.com |
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| Gapper, Douglas |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
joh*******@c*.rbcwealthmanagement |
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14743 |
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16000 |
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| Kroll Inc |
345 California St, San Francisco, CA 94104 |
|
41569xxxx0 |
aal*****@k****.com |
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| Merrill Lynch Wealth Management |
1111 Broadway, Oakland, CA 94607 |
|
51020xxxx0 |
aas***********@m*.com |
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| Bishop Wealth Management LLC |
1 Market St Ste 3600 San Francisco, CA 94105 |
|
41525xxxx6 |
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| Pacific Exchange Stock & Options |
115 Sansome St San Francisco, CA 94104 |
|
41539xxxx0 |
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5 |
1 |
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| Lincap Management Company |
Serving theSan Francisco Area |
|
41566xxxx2 |
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| Edward Jones - Financial Advisor: Yixue Mei |
1150 Ballena Blvd Ste 100, Alameda, CA 94501 |
|
51052xxxx4 |
a.j*********@e**********.com |
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87630 |
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100000 |
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| Main Street Research |
30 Liberty Ship Way, Sausalito, CA 94965 |
|
41528xxxx0 |
aar*******@m**********.com |
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| Janney Montgomery Scott |
100 Drumm St, San Francisco, CA 94111 |
|
41524xxxx4 |
aal******@j*****.com |
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| Mgrs. Investment Group San Francisco Office |
90 New Montgomery St, San Francisco, CA 94105 |
|
88850xxxx3 |
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| Byron E. Valles |
1 Front St Fl 11, San Francisco, CA 94111 |
|
41561xxxx6 |
add********@f************.com |
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| Gridley Associates Inc |
580 California St Ste 1600, San Francisco, CA 94104 |
|
41539xxxx0 |
inf*@g****************.com |
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| California Commercial Invstmnt |
300 Frank H Ogawa Plz Ste 340, Oakland, CA 94612 |
|
51026xxxx0 |
aba****@c**************.com |
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5 |
16 |
107 |
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116 |
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| Dino Zuzic, Broker Associate - Compass Real Estate |
600 California St 11th Fl, San Francisco, CA 94108 |
|
41531xxxx6 |
din*@d********.com |
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4.6 |
822 |
89492 |
4 |
99000 |
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| Pensions & Investments Crain Communications |
5 3rd St Ste 200 San Francisco, CA 94103 |
|
41553xxxx1 |
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| Cavalry Management Group LLC |
101 Montgomery St Suite 2550, San Francisco, CA 94104 |
|
41543xxxx0 |
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1 |
1 |
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| Bessemer Trust Private Wealth Management San Francisco CA |
101 California St Suite 2500, San Francisco, CA 94111 |
|
41529xxxx0 |
Leg**@B*******.com |
5 |
2 |
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| Global Investment Company |
300 Frank H Ogawa Plz Ste 253, Oakland, CA 94612 |
|
51083xxxx0 |
cat**@g*****************.net |
|
147 |
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| Davis Skaggs Investment Management |
1 Sansome St, San Francisco, CA 94104 |
|
41598xxxx3 |
bar*@s*********.com |
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| Fruition Advisors |
1159 Keith Ave Berkeley, CA 94708 |
|
51050xxxx0 |
ali***@f***************.com |
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5 |
11 |
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| Michael Griffin |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx8 |
acc************@f************.com |
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| James B. Marchetti |
111 Pine St, San Francisco, CA 94111 |
|
41529xxxx6 |
add********@f************.com |
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| Jh Partners |
451 Jackson St Fl 3, San Francisco, CA 94111 |
|
41536xxxx0 |
bau*@j*********.com |
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4.2 |
361 |
58431 |
|
64000 |
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| Madison Park Financial |
155 Grand Ave Ste 1025, Oakland, CA 94612 |
|
51045xxxx4 |
bob@m******.com |
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| Stockbridge Capital Partners |
100 Drumm St, San Francisco, CA 94111 |
|
41565xxxx0 |
afs****@s**********.com |
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| Hip Investor |
412 Mississippi St, San Francisco, CA 94107 |
|
41529xxxx8 |
ada*@h**********.com |
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1100 |
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| Stephens Investment Management |
440 Pacific Ave, San Francisco, CA 94133 |
|
41567xxxx0 |
ada*@b****************.com |
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| Fama Capital Wealth Management |
505 Montgomery St 11th Fl, San Francisco, CA 94111 |
|
41587xxxx8 |
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| E*TRADE - Temp. CLOSED |
532 Market St San Francisco, CA 94104 |
|
86678xxxx4 |
adv************@e*****.com |
|
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1.3 |
112 |
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167045 |
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| Pershing |
100 Pine St, San Francisco, CA 94111 |
|
41577xxxx0 |
aag*******@p*******.com |
|
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3072 |
|
3200 |
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| Simeon Properties Inc |
655 Montgomery St, San Francisco, CA 94111 |
|
41598xxxx2 |
aba****@s*************.com |
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| James Buckley |
111 Pine St, San Francisco, CA 94111 |
|
41529xxxx9 |
acc************@f************.com |
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| Vista Point Advisors |
90 New Montgomery St Ste 700 San Francisco, CA 94105 |
|
41554xxxx0 |
ann**@v*****************.com |
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| Liberty Group |
411 30th St Second Floor Oakland, CA 94609 |
|
51065xxxx0 |
amc*******@l**************.com |
4.3 |
6 |
3.4 |
10 |
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1008 |
4 |
1000 |
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| Vega Capital Group |
1000 Marina Blvd, Brisbane, CA 94005 |
|
41531xxxx0 |
doe****@v**********.com |
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| Angel Island Capital Services |
1 Embarcadero Ctr Ste 2110, San Francisco, CA 94111 |
|
41561xxxx0 |
ama*******@a****.com |
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| Charles Schwab |
211 Main St, San Francisco, CA 94105 |
|
41566xxxx0 |
app*******************@s*****.com |
|
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2.1 |
146 |
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| B Riley FBR |
1 Embarcadero Ctr, San Francisco, CA 94111 |
|
41524xxxx0 |
aal*****@f**.com |
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| Horn Investment Co |
409 Primrose Rd, Burlingame, CA 94010 |
|
65034xxxx0 |
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| Bay Wealth Management - UBS Financial Services Inc. |
555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104 |
|
41557xxxx1 |
abc***@u**.com |
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| Crocker, Mary A |
233 Post St, San Francisco, CA 94108 |
|
41598xxxx8 |
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| Dragoneer Investment Group |
1 Letterman Dr, San Francisco, CA 94129 |
|
41553xxxx9 |
amb**@d********.com |
5 |
1 |
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| Jeanmarie M. LaBonte |
111 Pine St, San Francisco, CA 94111 |
|
41528xxxx0 |
add********@f************.com |
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| Blume Capital |
1708 Shattuck Ave Ste 3, Berkeley, CA 94709 |
|
51054xxxx4 |
amy********@b***********.com |
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| Bivium Capital Partners |
601 Montgomery St, San Francisco, CA 94111 |
|
41539xxxx0 |
c.m*****@b************.com |
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| Pacific Heights Asset Management |
Serving theSan Francisco Area |
|
41539xxxx3 |
inf*@p************.com |
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| Ensemble Capital Management |
555 Mission St Suite 3325, San Francisco, CA 94105 |
|
65069xxxx0 |
ari*@e**************.com |
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| Brandywine Global Investment Management |
155 Montgomery St Ste 1401, San Francisco, CA 94104 |
|
41577xxxx5 |
adr**********@t*****************.com |
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| Householder Group |
1001 Bayhill Dr, San Bruno, CA 94066 |
|
65061xxxx2 |
alu*******@h***************.com |
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| TheSFPropertyManagement |
4610 Mission St 4th Floor, San Francisco, CA 94112 |
|
41541xxxx2 |
f1e*************************************@w*****************.com |
4.8 |
69 |
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| Walden Venture Capital |
750 Battery St Ste 700, San Francisco, CA 94111 |
|
41539xxxx5 |
art@w*******.com |
|
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|
499 |
13 |
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| Sutro Advisors |
San Francisco, CA 94123 |
|
41561xxxx6 |
mxx********@s************.com |
|
|
5 |
1 |
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| Hornstein Investment Co |
505 Montgomery St, San Francisco, CA 94111 |
|
41539xxxx4 |
afa*****@l******.com |
|
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| Ambata Securities |
601 Montgomery St, San Francisco, CA 94111 |
|
41537xxxx0 |
aca**@j***.com |
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| Tiedemann Wealth Management |
101 California St, San Francisco, CA 94111 |
|
41539xxxx9 |
aho*****@t**************.com |
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| Zhong Wealth Management Group - UBS Financial Services Inc. |
555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104 |
|
41596xxxx1 |
abc***@u**.com |
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| TD Ameritrade |
525 Market St San Francisco, CA 94105 |
|
80066xxxx0 |
aam***********@t***********.com |
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1.4 |
152 |
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393392 |
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| Macfarlane Partners |
201 Spear St, San Francisco, CA 94105 |
|
41535xxxx0 |
aha*****@m*****************.com |
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| United Associates Investment Inc. |
1580 Taraval St, San Francisco, CA 94116 |
|
41556xxxx8 |
a.c*******@u*****.com |
2.6 |
5 |
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| Ameriprise Financial Advisors |
44 Montgomery St Ste 4210 San Francisco, CA 94104 |
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41578xxxx8 |
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| Terramont Infrastructure Partners |
535 Mission St, San Francisco, CA 94105 |
|
21257xxxx9 |
inf*@t*************.com |
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| TAAi Technologies |
95 3rd St Fl 2 San Francisco, CA 94103 |
|
41523xxxx8 |
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| Partech International |
50 California St Ste 3600, San Francisco, CA 94111 |
|
41578xxxx9 |
aar************@c*******.com |
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| Denning & Company |
150 California St, San Francisco, CA 94111 |
|
41539xxxx9 |
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| Bornstein Law |
507 Polk St Ste 410, San Francisco, CA 94102 |
|
41540xxxx1 |
and***@b********.law |
4.6 |
173 |
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4.4 |
20 |
1306 |
31 |
1500 |
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| Brian T. Chinn |
111 Pine St, San Francisco, CA 94111 |
|
41536xxxx0 |
acc************@f************.com |
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90275 |
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115000 |
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| Geolo Capital |
300, 1 Letterman Dr building a suite a4, San Francisco, CA 94129 |
|
41569xxxx0 |
bn@g****.com |
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| Bay Ventures Group |
101 California St, San Francisco, CA 94111 |
|
41590xxxx9 |
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| Delta Investment Management |
708 Montgomery St, San Francisco, CA 94111 |
|
41524xxxx7 |
how*****@d******.com |
5 |
1 |
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| Karp Capital Management Corp. |
Serving theSan Francisco Area |
|
41534xxxx5 |
bob@k**********.com |
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| Glynn Capital |
601 California St 12th floor suite 1200, San Francisco, CA 94108 |
|
65085xxxx5 |
bgl***@g***********.com |
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| Bradley & Company |
One Market Plz Ste 3600 San Francisco, CA 94105 |
|
41565xxxx0 |
abo**@b********.com |
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5 |
1 |
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| Rick Gordon |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx4 |
add********@f************.com |
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| Jeffrey Windle - Financial Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41574xxxx0 |
dns*****@a***.com |
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| Stephens Michael |
1388 Sutter St Ste 725, San Francisco, CA 94109 |
|
41577xxxx1 |
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| Greener Equity, Inc. - San Francisco |
548 Market St Ste 48643 San Francisco, CA 94104 |
|
80023xxxx8 |
inf*@e***********.com |
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| Ben Bernstein - Financial Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41528xxxx0 |
and************@a***.com |
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73 |
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92 |
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| Daniel Platt - Ameriprise Financial Services, Inc |
44 Montgomery St Ste 4210 San Francisco, CA 94104 |
|
41562xxxx0 |
dns*****@a***.com |
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5 |
1 |
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| New Island Capital Management, Inc. |
560 Commercial St, San Francisco, CA 94111 |
|
41569xxxx0 |
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| Compass Equity Advisors |
101 Montgomery St Ste 1400, San Francisco, CA 94104 |
|
41532xxxx0 |
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| Jill Hollander Cfp |
2608 9th St Ste 302, Berkeley, CA 94710 |
|
51084xxxx7 |
bpo*@f*******************.com |
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| John Stokes Financial |
1 Sansome St Ste 3500 San Francisco, CA 94104 |
|
41559xxxx5 |
ala**@j******************.com |
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5 |
2 |
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| Sean F. Bricmont |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx2 |
add********@f************.com |
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| FTV Capital |
601 California St, San Francisco, CA 94108 |
|
41522xxxx0 |
aab*****@f*********.com |
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| Pantheon Ventures Inc |
600 Montgomery St Ste 2300, San Francisco, CA 94111 |
|
41524xxxx0 |
abl******@p***************.com |
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| Citi-Core Development Inc |
2354 Post St, San Francisco, CA 94115 |
|
41582xxxx0 |
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| Spruce Capital Partners |
1 Maritime Plz, San Francisco, CA 94111 |
|
41551xxxx3 |
chi******@w***********.com |
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| Carson Amiral |
600 Montgomery St Ste 1600 San Francisco, CA 94111 |
|
41573xxxx6 |
ade********@n*.com |
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5 |
2 |
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| GBA Realty |
1592 Yosemite Ave, San Francisco, CA 94124 |
|
41582xxxx1 |
dat*****************@i****.de |
5 |
1 |
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| CIBC Private Wealth Management |
3 Embarcadero Ctr, San Francisco, CA 94111 |
|
41543xxxx4 |
a.l***@a************.com |
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| Biscayne Venture Partners |
1001 Bayhill Dr, San Bruno, CA 94066 |
|
65086xxxx0 |
abi*****@v***.com |
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| Ameriprise Financial Advisors |
150 Post St Ste 530 San Francisco, CA 94108 |
|
41562xxxx3 |
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5 |
1 |
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| Union Financial Partners |
2001 Union St Ste 540 San Francisco, CA 94123 |
|
41556xxxx0 |
a.t********@u*********.com |
|
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3.1 |
8 |
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| Imprint Capital Advisors |
353 Sacramento St, San Francisco, CA 94111 |
|
41598xxxx0 |
agr****@i*********.com |
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| Edward Schuller - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
wms**********@r**.com |
|
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14743 |
|
16000 |
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| Stinson Capitol Management Investment Counsel |
235 Montgomery St, San Francisco, CA 94104 |
|
41595xxxx6 |
ag@p*****************.com |
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| Burgess Financial Planning |
177 Post St Ste 600 San Francisco, CA 94108 |
|
41552xxxx1 |
c18*****************************@s*****.wixpress |
|
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4.9 |
36 |
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| Gordon Property Management |
1596 Church St, San Francisco, CA 94131 |
|
41555xxxx2 |
con*******@g****.com |
4.7 |
124 |
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| Ocean Tomo |
101 Montgomery St Ste 2100 San Francisco, CA 94104 |
|
41594xxxx0 |
aca****@o********.com |
|
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5 |
1 |
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24 |
10 |
30 |
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| U.S. Trust |
555 California St Fl 7, San Francisco, CA 94104 |
|
41591xxxx8 |
a.n**@j******.gov |
|
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|
450261 |
|
469000 |
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| Oppenheimer & Co. Inc. |
580 California St # 2300, San Francisco, CA 94104 |
|
41543xxxx5 |
aal****@o**********.com |
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4.5 |
23 |
630 |
165 |
727 |
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| Merrill Lynch Wealth Management |
1995 University Ave, Berkeley, CA 94704 |
|
51054xxxx0 |
aas***********@m*.com |
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| Whittier Trust Company |
505 Montgomery St Ste 620 San Francisco, CA 94111 |
|
41528xxxx0 |
aau**@w************.com |
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164 |
13 |
195 |
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| 49 North |
3900 Geary Blvd Ste 303 San Francisco, CA 94118 |
|
41537xxxx9 |
ma**@f*************.com |
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| Sensiba |
5960 Inglewood Dr Ste 201 Pleasanton, CA 94588 |
|
92527xxxx0 |
aar**@s*****.com |
|
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1.7 |
7 |
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|
461 |
51 |
474 |
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| InVision Capital Advisor |
18 Bartol St Ste 1233 San Francisco, CA 94133 |
|
65091xxxx8 |
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5 |
2 |
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| Laurel H. Norris |
111 Pine St 7th Fl, San Francisco, CA 94111 |
|
41524xxxx2 |
acc************@f************.com |
|
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|
90275 |
|
115000 |
|
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| The Seizin Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
rbc*********@r**.com |
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| Impact Hub |
901 Mission St, San Francisco, CA 94103 |
|
41562xxxx1 |
a.n******@i***********.org |
|
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| True Wind Capital |
Four Embarcadero Center, Suite 2100, San Francisco, CA 94111 |
|
41578xxxx5 |
ada*@t**************.com |
|
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| IMK Investment LLC |
1 Embarcadero CTR STE 500, San Francisco, CA 94111 |
|
41540xxxx0 |
|
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| Veris Wealth Partners |
235 Montgomery St #850, San Francisco, CA 94104 |
|
41581xxxx0 |
afe******@v******.com |
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| Umpqua Bank |
450 Sansome St Ste 120, San Francisco, CA 94111 |
|
41526xxxx1 |
ana***************@u*********.com |
3.2 |
14 |
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4 |
1189 |
50651 |
669 |
49000 |
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| Kaplan, Gary J |
3030 Bridgeway Ste 111, Sausalito, CA 94965 |
|
41533xxxx0 |
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| Robasciotti & Philipson |
870 Market St Ste 1275 San Francisco, CA 94102 |
|
41598xxxx0 |
afs***@r**********.com |
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5 |
10 |
5 |
14 |
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214 |
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| Parros Maggie |
909 Montgomery St Ste 500, San Francisco, CA 94133 |
|
41548xxxx0 |
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| Gregory Ware - Financial Advisor, Ameriprise Financial Services |
150 Post St Ste 530, San Francisco, CA 94108 |
|
41577xxxx3 |
dns*****@a***.com |
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| Nollenberger McCullough Investment Associates |
100 Shoreline Hwy, Mill Valley, CA 94941 |
|
41595xxxx0 |
bru***@n******.com |
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| Edward Jones |
1772 Church St San Francisco, CA 94131 |
|
41528xxxx5 |
a.j*********@e**********.com |
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| Fort Street Investment Corp. |
425 California St, San Francisco, CA 94104 |
|
41539xxxx0 |
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| Belden and Associates |
650 California St San Francisco, CA 94108 |
|
41567xxxx0 |
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| Alamin Sutter Investments |
256 Sutter St, San Francisco, CA 94108 |
|
41536xxxx3 |
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| Park Street Capital |
500 Washington St Ste 325, San Francisco, CA 94111 |
|
41527xxxx8 |
bse***@p****************.com |
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| Pinecrest Capital Funding |
340 Pine St Ste 300, San Francisco, CA 94104 |
|
41528xxxx2 |
chi******@w***********.com |
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| UBS Private Wealth Management |
555 California St, San Francisco, CA 94104 |
|
41535xxxx0 |
aar*******@u**.com |
4 |
3 |
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230188 |
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243000 |
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| TAN Wealth Management |
San Francisco, CA 94112 |
|
41577xxxx8 |
tan@t******.com |
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5 |
2 |
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| SharesPost |
555 Montgomery St Ste 1400 San Francisco, CA 94111 |
|
80027xxxx4 |
ade***@s*********.com |
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864 |
15 |
962 |
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| East West Bank |
1301 Noriega St, San Francisco, CA 94122 |
|
41566xxxx3 |
a.j*********@e***********.com |
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6893 |
17 |
7700 |
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| Financial Connections Group |
2608 9th St, Berkeley, CA 94710 |
|
51084xxxx7 |
bpo*@f*******************.com |
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| Brouwer & Janachowski |
1831 Tiburon Blvd, Belvedere Tiburon, CA 94920 |
|
41543xxxx0 |
cke****@f**********.com |
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| Wrapmanager Inc |
319 Miller Ave, Mill Valley, CA 94941 |
|
41554xxxx4 |
can******@w**********.com |
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27 |
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| Thorne Asset Management |
716 Montgomery St, San Francisco, CA 94111 |
|
41559xxxx1 |
abh*****@b*****************.com |
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582604 |
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46 |
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| Brownstone Investment Company |
300 Montgomery St Ste 435, San Francisco, CA 94104 |
|
41539xxxx0 |
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| Walter Reinsdorf - Ameriprise Financial Services |
311 California St Ste 400 San Francisco, CA 94104 |
|
41577xxxx6 |
dns*****@a***.com |
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5 |
1 |
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| Vector Capital |
Steuart Tower, 1 Market St #2300, San Francisco, CA 94105 |
|
41529xxxx0 |
a@v************.com |
1 |
2 |
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| The Kranefuss Group |
90 Throckmorton Ave, Mill Valley, CA 94941 |
|
41538xxxx2 |
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| Invenire Patent Group |
101 California St San Francisco, CA 94111 |
|
41536xxxx5 |
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1 |
1 |
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| Vesta Asset Management, Inc. |
5214f Diamond Heights Blvd #234, San Francisco, CA 94131 |
|
41566xxxx3 |
cat******@v********************.com |
2.8 |
11 |
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4.5 |
7 |
161 |
3 |
158 |
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| Sterling Bank & Trust |
2555 San Bruno Ave, San Francisco, CA 94134 |
|
41550xxxx2 |
agl****@s***********.com |
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3.5 |
8 |
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307 |
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| Jackson Street Partners |
3490 California St San Francisco, CA 94118 |
|
41598xxxx0 |
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| Leo Epp Company |
703 Market St Ste 1706, San Francisco, CA 94103 |
|
41598xxxx5 |
dom************@a*.jll |
3.8 |
5 |
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| Hmi Capital |
555 California St #4900, San Francisco, CA 94104 |
|
41539xxxx0 |
ach****@h*********.com |
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| Garrison Point Capital |
2001 Van Ness Ave Ste 300,Unit 36 San Francisco, CA 94109 |
|
41588xxxx0 |
ali@g****.com |
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| Wetherby Asset Management |
580 California St Fl 8 San Francisco, CA 94104 |
|
41539xxxx9 |
aar**@w*******.com |
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5 |
1 |
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| NWK Group |
50 California St Ste 1500, San Francisco, CA 94111 |
|
41524xxxx0 |
chu****@n*******.com |
5 |
1 |
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| 970 Geary Entry Gate |
970 Geary St, San Francisco, CA 94109 |
|
41593xxxx3 |
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| Kinkosha Inc. |
660 Sacramento St, San Francisco, CA 94111 |
|
41576xxxx5 |
ali*******@f****.com |
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| Industry Ventures |
522 Washington St, San Francisco, CA 94111 |
|
41527xxxx1 |
acc****@i***************.com |
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5 |
8 |
349 |
63 |
353 |
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| Van Wagoner Capital Management |
755 Sansome St, San Francisco, CA 94111 |
|
41583xxxx0 |
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| Oakland Silver & Gold |
3929 Piedmont Ave Oakland, CA 94611 |
|
51060xxxx6 |
osg****@g****.com |
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4.6 |
83 |
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| Regroup Llc |
100 Teresita Blvd, San Francisco, CA 94127 |
|
41568xxxx0 |
mai*@r*********.com |
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| McQuarrie Associates Inc. |
55 New Montgomery St, San Francisco, CA 94105 |
|
41549xxxx5 |
bru**@m******************.com |
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| Piedmont Street Management |
85 Piedmont St, San Francisco, CA 94117 |
|
41573xxxx4 |
jim*****@p*****.com |
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| Lenme Inc |
1111 Broadway Ste 300, Oakland, CA 94607 |
|
41554xxxx0 |
aar**********@f************.com |
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6524 |
|
6900 |
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| TNL Car Title Loans |
2811 Mission St Ste 1, San Francisco, CA 94110 |
|
41565xxxx7 |
3ce*************************************@w*****************.com |
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| Jeff Y Wong - Northwestern Mutual |
600 Montgomery St Ste 1600 San Francisco, CA 94111 |
|
41573xxxx5 |
abb*****@n*****************.com |
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178 |
1038 |
187 |
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| TIAA Financial Services |
560 Mission Street Suite 900, 1000, 1100 San Francisco, CA 94105 |
|
|
ann*************@t*******.com |
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1 |
1 |
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13117 |
88 |
13000 |
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| GI Partners |
188 The Embarcadero Ste 700, San Francisco, CA 94105 |
|
41568xxxx0 |
agn**@g*********.com |
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| Reliance Capital Group |
1475 Folsom St Fl 3 San Francisco, CA 94103 |
|
41525xxxx0 |
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| Douglas R. Clough |
111 Pine St, San Francisco, CA 94111 |
|
41528xxxx4 |
add********@f************.com |
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| Alt |
San Francisco, CA 94111 |
|
41020xxxx0 |
jsm***@a**.xyz |
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| Berkeley Investment Advisors |
201 Spear St # 1100, San Francisco, CA 94105 |
|
51036xxxx0 |
ray*******@b*****************.com |
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| FinVault Wealth Management Group - Morgan Stanley |
555 California St 35th Floor, San Francisco, CA 94104 |
|
41598xxxx2 |
acm***********@m************.com |
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| Infinity Financial Services |
211 10th St Ste 338, Oakland, CA 94607 |
|
51058xxxx0 |
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| Edward Jones |
San Francisco, CA 94114 |
|
41528xxxx9 |
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| Alina Bocu |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx5 |
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| Umpqua Bank |
1450 Chapin Ave Ste 1, Burlingame, CA 94010 |
|
65034xxxx3 |
ago******@w*************.org |
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| Artis Capital Management LP |
1 Market Plz, San Francisco, CA 94105 |
|
41534xxxx0 |
aco***@b*********.com |
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| Friedman Fleischer & Lowe |
1 Maritime Plz 22 Flr San Francisco, CA 94111 |
|
41540xxxx0 |
aad***@f**********.com |
|
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5 |
1 |
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| Phocas Financial Corp |
980 Atlantic Ave Ste 106, Alameda, CA 94501 |
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51052xxxx0 |
cec*********@p**************.com |
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| Baker Street Advisors, LLC |
575 Market St 6th floor, San Francisco, CA 94105 |
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41534xxxx0 |
ada*@b******************.com |
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| TrigoFi |
1012 Torney Ave San Francisco, CA 94129 |
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41532xxxx5 |
con****@t******.com |
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| Seidler / Cattich Group |
345 California St, San Francisco, CA 94104 |
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41544xxxx5 |
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| Fremont Group |
199 Fremont St, San Francisco, CA 94105 |
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41551xxxx1 |
aal******@f***********.com |
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| Cogo Wolf Asset Management |
301 Clay St, San Francisco, CA 94111 |
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41543xxxx0 |
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| Astor Asset Management LLC |
345 California St Suite 600, San Francisco, CA 94104 |
|
88882xxxx8 |
asi***********@a**************.com |
3.5 |
2 |
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| Brian Addington - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
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41544xxxx9 |
bri************@r**.com |
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| TIAA Financial Services |
4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111 |
|
88884xxxx9 |
acc******************@t***.org |
1 |
2 |
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90938 |
529 |
91000 |
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| Park Hill Group |
101 California St, San Francisco, CA 94111 |
|
41527xxxx0 |
ade**@p************.com |
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| Lula Financial |
66 Franklin St Fl 3 Oakland, CA 94607 |
|
41563xxxx7 |
ami*@l************.com |
4.2 |
19 |
5 |
45 |
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| Brian Addington |
111 Pine St, San Francisco, CA 94111 |
|
41536xxxx4 |
add********@f************.com |
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| Tradewinds Investment Management LP |
3 Harbor Dr, Sausalito, CA 94965 |
|
41528xxxx0 |
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| Merrill Lynch Wealth Management |
101 California St 24th Fl, San Francisco, CA 94111 |
|
41527xxxx0 |
ale*********@m*.com |
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| HSM Realty, Finance, Management |
600 Haight St, San Francisco, CA 94117 |
|
41543xxxx5 |
aca*****@h****.com |
5 |
112 |
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647 |
41 |
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| Tom Beaty |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx8 |
add********@f************.com |
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| Ferris Robert L |
580 California St, San Francisco, CA 94104 |
|
41557xxxx9 |
bry*************@r**********.com |
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| Catamount Ventures Management |
400 Pacific Ave, San Francisco, CA 94133 |
|
41527xxxx0 |
inf*@c****************.com |
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| Chrysalis Capital Group |
131 Franklin St San Francisco, CA 94102 |
|
41577xxxx3 |
zso*********@v*********.com |
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| Core Asset Management |
108 Caledonia St, Sausalito, CA 94965 |
|
41533xxxx0 |
jnm********@c********.com |
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| Amaral Financial Planning |
San Jose, CA 95123 |
|
40879xxxx9 |
ama*********@p*********.is |
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5 |
44 |
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| Kevin Douglas |
111 Pine St, San Francisco, CA 94111 |
|
41529xxxx1 |
add********@f************.com |
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90275 |
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115000 |
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| Tomas Jansson |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx5 |
add********@f************.com |
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| No Sweat It Credit |
101 California St San Francisco, CA 94111 |
|
86695xxxx6 |
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5 |
1 |
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| BTR Capital Management Inc |
550 Kearny St Ste 990, San Francisco, CA 94108 |
|
41598xxxx0 |
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| Rosewood Capital |
1 Maritime Plz Ste 1575, San Francisco, CA 94111 |
|
41536xxxx6 |
ann*@r**********.com |
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| Umpqua Bank |
450 Sansome St, San Francisco, CA 94111 |
|
41526xxxx1 |
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| City National Rochdale |
455 Market St, San Francisco, CA 94105 |
|
41547xxxx4 |
abo******************@c**.com |
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281 |
4 |
327 |
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| O'Brien-Kiernan Investment Co |
220 Montgomery St Ste 1050, San Francisco, CA 94104 |
|
41577xxxx6 |
inf*@o************.com |
2 |
1 |
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| Valiant Capital Management |
1 Market St #2625, San Francisco, CA 94105 |
|
41565xxxx1 |
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| BlackRock |
400 Howard St San Francisco, CA 94105 |
|
41559xxxx0 |
aam*********@b********.com |
2.4 |
34 |
3.1 |
7 |
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77685 |
1861 |
83000 |
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| Golden Gate Personal Financial Planning |
235 Montgomery St, San Francisco, CA 94104 |
|
41534xxxx9 |
inf*@g****.com |
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| OpenInvest |
2 Mint Plz Ste 604 San Francisco, CA 94103 |
|
90897xxxx1 |
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| Laird Norton Wetherby |
580 California St, San Francisco, CA 94104 |
|
41539xxxx9 |
emo***@l**********.com |
5 |
2 |
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| Tribeca Companies |
442 Post St Fl 10 San Francisco, CA 94102 |
|
41534xxxx2 |
car****@t***************.com |
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| Private Ocean |
140 Geary St Fl 6 San Francisco, CA 94108 |
|
41578xxxx2 |
ang***@p***********.com |
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124 |
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| VS Financial Planning |
142 Sansome St, San Francisco, CA 94104 |
|
41581xxxx3 |
961*************************************@w*****************.com |
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39 |
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| Ironwood Capital Management |
1 Market St, San Francisco, CA 94105 |
|
41577xxxx0 |
aar****@i***************.com |
1 |
1 |
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| Sterling Bank & Trust |
440 Westlake Center Dr Daly City, CA 94015 |
|
65099xxxx5 |
agl****@s***********.com |
1.7 |
3 |
1.6 |
7 |
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309 |
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| Liz Wu CFP |
San Francisco, CA 94129 |
|
41534xxxx1 |
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| Sterne Agee Financial |
20 Sunnyside Ave, Mill Valley, CA 94941 |
|
41588xxxx9 |
abh****@s*********.com |
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| Diane Kohler |
111 Pine St, San Francisco, CA 94111 |
|
41536xxxx4 |
add********@f************.com |
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| Stifel |
1 Montgomery St # 3700, San Francisco, CA 94104 |
|
41536xxxx0 |
and***************@s*****.com |
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4772 |
|
5200 |
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| Open Door Capital Advisors (US), LLC |
455 Market St #1160, San Francisco, CA 94105 |
|
41576xxxx8 |
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| Sfa Management Corp |
44 Montgomery St, San Francisco, CA 94104 |
|
41536xxxx0 |
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| The Hoffman Xu Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
joh*******@c*.rbcwealthmanagement |
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| Matrix Capital Funding |
101 California St San Francisco, CA 94111 |
|
41575xxxx4 |
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| 5 A Capital |
268 Bush St, San Francisco, CA 94104 |
|
41563xxxx5 |
inf*@5********.com |
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| Catalyst FPIM Corp |
70 Washington St Ste 203, Oakland, CA 94607 |
|
51054xxxx1 |
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| Glass Lewis & Co |
255 California St, San Francisco, CA 94111 |
|
41567xxxx0 |
aan*****@g*********.com |
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| DURR Enterprise Corporation |
4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111 |
|
86672xxxx8 |
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| Chris Churchill |
101 Montgomery St Ste 600 San Francisco, CA 94104 |
|
41587xxxx2 |
aah*****@m*********.com |
|
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5 |
5 |
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| LaSalle Investment Management |
One Front St Suite #2100, San Francisco, CA 94111 |
|
41539xxxx0 |
a.-**************@l******.com |
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| Tao’s Investment |
1341 Stockton St San Francisco, CA 94133 |
|
41556xxxx8 |
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| Friedman B |
100 Drumm St, San Francisco, CA 94111 |
|
41524xxxx0 |
abc@f**.com |
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| Optima Investments Inc |
288 Beach St, San Francisco, CA 94133 |
|
41567xxxx0 |
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| The Riverside Co. |
455 Market St, San Francisco, CA 94105 |
|
41534xxxx1 |
aab********@r***************.com |
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| Hub Building Investors |
1667 Market St San Francisco, CA 94103 |
|
41525xxxx6 |
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| Sycamore Hill Capital Group |
San Francisco, CA 94102 |
|
41598xxxx5 |
gre******@s******************.com |
|
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| Housatonic Partners |
1 Post St Ste 2600, San Francisco, CA 94104 |
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41595xxxx0 |
ala*******@h*****************.com |
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| Dodge & Cox Funds |
555 California St Fl 40 San Francisco, CA 94104 |
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41598xxxx0 |
all**********@d**********.com |
5 |
2 |
2.6 |
8 |
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| Berman Capital |
2350 Taylor St, San Francisco, CA 94133 |
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41534xxxx0 |
cas**@b********.com |
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| Central Financial Management |
456 Montgomery St, San Francisco, CA 94104 |
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41539xxxx8 |
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| Morgan Stanley |
1999 Harrison St, Oakland, CA 94612 |
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51083xxxx0 |
acm***********@m************.com |
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| Beam |
82 Levant St, San Francisco, CA 94114 |
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41598xxxx5 |
bea*@b******.com |
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| Northern Trust |
580 California St # 1900, San Francisco, CA 94104 |
|
41576xxxx0 |
ams*************@n***.com |
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9138 |
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9600 |
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| Karp Capital Management |
221 Caledonia St, Sausalito, CA 94965 |
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41534xxxx5 |
and*@k**********.com |
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| Occidental Asset Management, LLC - San Francisco |
648 Chenery St, San Francisco, CA 94131 |
|
65074xxxx7 |
cca*****@o*******.net |
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159 |
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170 |
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| Horizon Holdings |
101 Clay St, Oakland, CA 94607 |
|
41578xxxx0 |
axx*****@w**********.com |
4.4 |
689 |
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693384 |
10709 |
16 |
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| David Dudek |
111 Pine St, San Francisco, CA 94111 |
|
41583xxxx3 |
acc************@f************.com |
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| Stifel |
100 Pine St Ste 1750, San Francisco, CA 94111 |
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41539xxxx7 |
abb****@s*****.com |
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4751 |
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5200 |
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| Skylark Wealth |
2443 Fillmore 380-1492 San Francisco, CA 94115 |
|
41588xxxx9 |
jan*@s************.com |
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5 |
1 |
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| Flagstar Bank |
100 Pine St Ste 1525, San Francisco, CA 94111 |
|
41598xxxx4 |
aar********@f*******.com |
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| First Republic Bank |
1699 Van Ness Ave, San Francisco, CA 94109 |
|
41544xxxx8 |
aa@f************.com |
3.8 |
11 |
4.6 |
31 |
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89732 |
259 |
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| Shelley M. Gill |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx2 |
add********@f************.com |
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| Winship Wealth Partners |
442 Post St, San Francisco, CA 94102 |
|
41545xxxx0 |
csl****@w************.com |
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5 |
2 |
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| Headlands Capital Management |
1 Sausalito - San Francisco Ferry Bldg #255, San Francisco, CA 94111 |
|
41526xxxx0 |
joh******@h***********.net |
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| Gilliard Barbara S |
254 Miller Ave, Mill Valley, CA 94941 |
|
41538xxxx0 |
bar*************@e*****************.com |
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| Anne B. Golden |
111 Pine St, San Francisco, CA 94111 |
|
41528xxxx1 |
add********@f************.com |
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| Turn/River Capital |
555 Mission St Suite 1750, San Francisco, CA 94105 |
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ab0*************************************@w*****************.com |
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| Holzberg Wealth Management |
Corte Madera, CA 94925 |
|
41589xxxx6 |
har***@h****.org |
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| John Taylor |
San Francisco, CA 94103 |
|
41585xxxx7 |
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| Verity Wealth Advisors |
220 Halleck St, San Francisco, CA 94129 |
|
41556xxxx0 |
and***@v***********.com |
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| Fortisure Ventures |
88 Kearny St, San Francisco, CA 94108 |
|
41539xxxx0 |
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| Lawndale Capital Management |
591 Redwood Hwy Frontage Rd Ste 2345, Mill Valley, CA 94941 |
|
41538xxxx8 |
inf*@m*******.com |
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| Goldman Sachs & Co |
555 California St #45, San Francisco, CA 94104 |
|
41539xxxx0 |
aar***********@g***********.com |
2.8 |
10 |
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261553 |
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302010 |
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| Alpine Investors |
Two Embarcadero Center, Suite 2320, San Francisco, CA 94111 |
|
41539xxxx0 |
aga****@a**************.com |
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| Trainer Wortham & Company |
111 Pine St, San Francisco, CA 94111 |
|
41528xxxx0 |
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| Michelle Renee Alberda - Ameriprise Financial Services |
150 Post St Ste 530 San Francisco, CA 94108 |
|
41562xxxx3 |
dns*****@a***.com |
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4.6 |
7 |
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| Abunda Financial |
2656 Bridgeway, Sausalito, CA 94965 |
|
41533xxxx4 |
inf*@a**************.com |
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| Blaylock Robert Van |
350 Frank H Ogawa Plz Ste 1000, Oakland, CA 94612 |
|
51020xxxx0 |
aav***@b******.com |
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| Hanke & Company Wealth Management, LLC |
177 Post St # 800, San Francisco, CA 94108 |
|
41578xxxx0 |
c18*****************************@s*****.wixpress |
4.4 |
14 |
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85 |
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| Financial Technology Partners |
601 California St, San Francisco, CA 94108 |
|
41551xxxx0 |
aar******@f*********.com |
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72 |
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74 |
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| J B Investment Company |
1220 Howard Ave, Burlingame, CA 94010 |
|
65023xxxx5 |
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| Ameriprise Financial Advisors |
455 Market St Ste 1480 San Francisco, CA 94105 |
|
41577xxxx6 |
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1.7 |
23 |
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| Joe Delaney, Robertson Stephens |
455 Market St Ste 1600, San Francisco, CA 94105 |
|
41550xxxx0 |
abl**@r********.com |
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995 |
8 |
1000 |
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| Weber Capital Management |
345 California St Ste 1710 San Francisco, CA 94104 |
|
41536xxxx7 |
chi******@w***********.com |
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| Pequot Capital Management |
1 Market Plz Ste 1700, San Francisco, CA 94105 |
|
41584xxxx0 |
ave*****@s************.com |
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| Sequoia Investment Management Corp |
2828 Greenwich St, San Francisco, CA 94123 |
|
41544xxxx5 |
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| Perkins Investment Management |
3629 Sacramento St, San Francisco, CA 94118 |
|
41535xxxx4 |
abc*******@j*************.com |
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| Proteus Capital |
350 California St Ste 1750, San Francisco, CA 94104 |
|
65023xxxx4 |
inf*@p**************.com |
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| Edward Jones - Financial Advisor: Parker T Austin |
1628 California St, San Francisco, CA 94109 |
|
41540xxxx5 |
a.j*********@e**********.com |
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87631 |
|
100000 |
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| Union Square Investment Co |
360 Post St #900, San Francisco, CA 94108 |
|
41539xxxx8 |
web*****@u**************.com |
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| Allspring Global Investments |
525 Market St, San Francisco, CA 94105 |
|
86687xxxx5 |
abe***********@a**************.com |
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| Dal Investment Company |
101 Montgomery St Ste 2400, San Francisco, CA 94104 |
|
41598xxxx9 |
sup****@f****.com |
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1432 |
12 |
1379 |
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| Yousef Reality Investments |
29A Cambon Dr, San Francisco, CA 94132 |
|
41558xxxx1 |
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| Stubbs, Eric |
345 California St, San Francisco, CA 94104 |
|
21270xxxx5 |
wms**********@r**.com |
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14743 |
|
16000 |
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| Amber Investment Co |
132 9th St Ste 200, Oakland, CA 94607 |
|
51089xxxx0 |
ste*********@a**************.com |
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| Index Gurus |
5350 Paso Del Rio Way, Concord, CA 94521 |
|
92535xxxx0 |
far**@i*********.com |
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5 |
47 |
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| Ftv |
555 California St, San Francisco, CA 94104 |
|
41522xxxx0 |
aab*****@f*********.com |
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| Trillium Asset Management Company |
160 Spear St, San Francisco, CA 94105 |
|
41592xxxx5 |
ajo*******@t*************.com |
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| Philadelphia Financial Management |
450 Sansome St, San Francisco, CA 94111 |
|
41535xxxx9 |
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| Progress Investment Management |
33 New Montgomery St, San Francisco, CA 94105 |
|
41553xxxx0 |
dsh***@p*****************.com |
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| Elm Advisors |
1860 El Camino Real Ste 200, Burlingame, CA 94010 |
|
65069xxxx3 |
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| Arcline Investment Management LP |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41580xxxx0 |
a.w*****@p*********.com |
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| Farallon Capital Management LLC |
1 Maritime Plaza, San Francisco, CA 94111 |
|
41542xxxx2 |
ab@f**************.com |
5 |
2 |
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| Bretton Fund |
535 Mission St, San Francisco, CA 94105 |
|
41573xxxx0 |
deb***********@b**********.com |
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| Delrue-McGuire, Nathalie |
345 California St, San Francisco, CA 94104 |
|
65025xxxx2 |
nat********************@r**.com |
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| Elite Financial Group |
San Francisco Bay Area, CA 94102 |
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41577xxxx2 |
dhu***@e*******.com |
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4.8 |
5 |
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| My Vest |
90 New Montgomery St San Francisco, CA 94105 |
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41536xxxx1 |
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| Diverse Ventures Wealth Management Group - UBS Financial Services Inc. |
555 California St 46th Fl, San Francisco, CA 94104 |
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41595xxxx8 |
abc***@u**.com |
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| Kailash Concepts |
650 California St Fl 7 San Francisco, CA 94108 |
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inf*@k**************.com |
5 |
2 |
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| Cattich, Gary |
345 California St, San Francisco, CA 94104 |
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41544xxxx4 |
rbc*********@r**.com |
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| Nickel, Mark R |
345 California St, San Francisco, CA 94104 |
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41544xxxx3 |
joh*******@c*.rbcwealthmanagement |
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12807 |
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| Honorway Investment |
388 Market St Ste 1568, San Francisco, CA 94111 |
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41595xxxx1 |
jsm***@p*********.cbre |
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| Burrill & Company |
1 Embarcadero Ctr Ste 2700, San Francisco, CA 94111 |
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41559xxxx0 |
eve*******@m****.com |
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| Jackson Square Capital |
595 Market St #1340, San Francisco, CA 94105 |
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41585xxxx1 |
can***@j***************.com |
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| Talkot Partners |
30 Liberty Ship Way, Sausalito, CA 94965 |
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41533xxxx0 |
aki*@t*****.com |
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| Pearl Investment Co |
350 Gough St, San Francisco, CA 94102 |
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41586xxxx0 |
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| King & Company Investment Management Inc |
142 Sansome St, San Francisco, CA 94104 |
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41598xxxx8 |
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| Embarcadero Capital Management |
San Francisco, CA 94102 |
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41578xxxx0 |
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| Raymond James Financial Services Inc |
199 Fremont St, San Francisco, CA 94105 |
|
41548xxxx1 |
aar************@r***********.com |
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17482 |
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18000 |
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| Cecchin Townsend Group |
345 California St, San Francisco, CA 94104 |
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41544xxxx8 |
joh*******@c*.rbcwealthmanagement |
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| Violich Capital Management |
201 California St #650, San Francisco, CA 94111 |
|
41521xxxx4 |
avi*****@v*************.com |
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| Morgan Stanley & Co |
101 California St San Francisco, CA 94111 |
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1 |
2 |
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| Stafford Capital Management |
275 Battery St, San Francisco, CA 94111 |
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41536xxxx0 |
inv*******@s**************.com |
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| Silicon Valley Capital Management |
807 Montgomery St San Francisco, CA 94113 |
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41586xxxx0 |
cga***@s***.com |
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| Symphony Asset Management LLC |
555 California St #3100, San Francisco, CA 94104 |
|
41567xxxx0 |
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5 |
1 |
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| IndieGogo |
965 Mission St San Francisco, CA 94103 |
|
86664xxxx6 |
a2@i********.com |
1.8 |
104 |
1.1 |
48 |
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| PFK Development Group LTD |
301 Mission St Apt 36C, San Francisco, CA 94105 |
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41539xxxx5 |
inf*@c*****************.com |
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| STG Asset Management |
530 Bush St San Francisco, CA 94108 |
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41598xxxx1 |
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| ROMAR Wealth Management |
600 Grand Ave Ste 301 Oakland, CA 94610 |
|
51081xxxx9 |
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5 |
13 |
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| Optima Investments INC |
900 N Point St Ste H108, San Francisco, CA 94109 |
|
41567xxxx0 |
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| Healthcare Financial Management Association |
845 Jackson St, San Francisco, CA 94133 |
|
70853xxxx0 |
ab@h***.org |
3.6 |
63 |
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4.9 |
71 |
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40 |
11000 |
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| Empire Financial |
150 California St, San Francisco, CA 94111 |
|
41521xxxx2 |
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| Costello John W Rl Est Investmt |
2037 Pierce St San Francisco, CA 94115 |
|
41592xxxx1 |
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| Triple Tree |
1485 Bay Shore Blvd Ste 11, San Francisco, CA 94124 |
|
41540xxxx1 |
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| TPG Global |
345 California St #3300, San Francisco, CA 94104 |
|
41574xxxx0 |
al@t**.com |
3 |
2 |
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| uToken Dealers |
San Francisco, CA 94105 |
|
51036xxxx8 |
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4 |
1 |
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| Morris Capital Management Inc |
2550 Scott St, San Francisco, CA 94115 |
|
41556xxxx0 |
bra*@m**********************.com |
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| Tao's Investment |
600 California St Fl 20, San Francisco, CA 94108 |
|
41556xxxx8 |
acc**********@v*********.com |
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| The Access Fund |
44 Montgomery St, San Francisco, CA 94104 |
|
41539xxxx0 |
aar**@a*********.org |
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| First Pacific Bonding |
109 Bartlett St, San Francisco, CA 94110 |
|
41590xxxx2 |
ton**@f********.com |
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| Chip Factory |
365 Vermont St, San Francisco, CA 94103 |
|
41525xxxx2 |
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| Securities America |
555 California St, San Francisco, CA 94104 |
|
41557xxxx5 |
aad********@s****************.com |
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| ATEL Capital Group |
600 Montgomery St, San Francisco, CA 94111 |
|
80054xxxx5 |
a@a***.com |
3 |
16 |
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| Umpqua Bank |
50 California St, San Francisco, CA 94111 |
|
41524xxxx0 |
aam*********@u*********.com |
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50686 |
639 |
49000 |
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| Voce Capital Management |
600 Montgomery St Ste 4300, San Francisco, CA 94111 |
|
41586xxxx0 |
hel**@r**********.com |
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| ODIN88 Investment Company |
44 Montgomery St, San Francisco, CA 94104 |
|
41524xxxx0 |
ada*@o*****.com |
5 |
2 |
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| Sutter Street Investments |
1433 17th St, San Francisco, CA 94107 |
|
41522xxxx5 |
joh*@s**********************.com |
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192 |
2 |
183 |
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| Capital Group |
1 Market St # 2000, San Francisco, CA 94105 |
|
80042xxxx5 |
aar******@t**************.com |
2.7 |
7 |
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170855 |
|
185000 |
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| Partnership Capital Growth |
1 Embarcadero Ctr, San Francisco, CA 94111 |
|
41540xxxx0 |
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| Shannan Walter Wealth Advisors |
Serving theSan Francisco Area |
|
41578xxxx7 |
inf*@s***************.com |
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| Money Manager Review |
1550 California St, San Francisco, CA 94109 |
|
41538xxxx1 |
d.w*****@m************.com |
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| The Financial Advisory Group |
299 Arguello Blvd, San Francisco, CA 94118 |
|
41575xxxx2 |
dbi*****@m**********.com |
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| Dagny Maidman |
111 Pine St, San Francisco, CA 94111 |
|
41583xxxx9 |
add********@f************.com |
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| Andrews Financial Planning |
228 Windsor River Rd Ste 112 Windsor, CA 95492 |
|
70732xxxx3 |
ka@a***********************.com |
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5 |
2 |
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| Black Rock |
400 Howard St, San Francisco, CA 94105 |
|
41559xxxx0 |
aam*********@b********.com |
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| Gi Partners |
4 Embarcadero Ctr Ste 3200, San Francisco, CA 94111 |
|
41568xxxx0 |
ale**@g*********.com |
3 |
4 |
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| Rational Investment Management |
3627 Sacramento St Suite 201, San Francisco, CA 94118 |
|
41537xxxx9 |
bri**@r*********.com |
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| Robin Yoshimura |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx3 |
add********@f************.com |
|
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|
90275 |
|
115000 |
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| Sterling Bank & Trust |
825 Irving St, San Francisco, CA 94122 |
|
41568xxxx0 |
agl****@s***********.com |
|
|
1.9 |
9 |
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| Homestead Capital |
One Embarcadero Center, 1 Embarcadero Ctr, San Francisco, CA 94111 |
|
|
ale*******@h***************.com |
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| Emeritus Investment Management |
254 Miller Ave, Mill Valley, CA 94941 |
|
41538xxxx0 |
bar*************@e*****************.com |
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| Contango Capital Advisors |
456 Montgomery St Ste 2300, San Francisco, CA 94104 |
|
41567xxxx0 |
aag*****@z********.com |
|
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|
26414 |
|
25000 |
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| Trillium Asset Management Co |
160 Spear St #250, San Francisco, CA 94105 |
|
41592xxxx5 |
ape****@t*************.com |
|
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|
| Morgan Stanley Wealth Management |
1 Sansome St Fl 38, San Francisco, CA 94104 |
|
41598xxxx0 |
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| Ensemble Capital Management |
1350 Bayshore Hwy Ste 460, Burlingame, CA 94010 |
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65069xxxx0 |
ari*@e**************.com |
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| Chris Hays Wealth Management |
237 Kearny St, San Francisco, CA 94108 |
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41566xxxx9 |
con****@c**************.com |
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| Aspiriant Wealth Management |
50 California St Ste 2600, San Francisco, CA 94111 |
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41537xxxx0 |
aa@a********.com |
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4.9 |
14 |
128 |
14 |
149 |
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| Wellington Management |
201 Clay St, San Francisco, CA 94111 |
|
41562xxxx0 |
aab*****@w*********.com |
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| Ballast Investments |
49 Powell St San Francisco, CA 94102 |
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41552xxxx0 |
bar*****@b*****************.com |
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| Fair Trade Real Estate |
580 4th St San Francisco, CA 94107 |
|
71445xxxx4 |
bro***@s***.com |
4.9 |
28 |
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4.8 |
63 |
2083 |
132 |
2800 |
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| Afl-Cio Housing Investment Trust |
1 Sansome St, San Francisco, CA 94104 |
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41543xxxx4 |
apr****@a*********.com |
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| Samantha N Dinh, CFP - Paragon Financial Planning |
550 Park St, Ste 105 Alameda, CA 94501 |
|
51022xxxx4 |
inf*@p*********.com |
5 |
2 |
5 |
46 |
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| California Bank & Trust |
400 Thomas L Berkley Way, Oakland, CA 94612 |
|
51041xxxx0 |
aar**********@c***********.com |
4.3 |
4 |
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6542 |
9 |
6600 |
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| Catapult Advisors |
33 New Montgomery St, San Francisco, CA 94105 |
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41559xxxx0 |
apa**@c***************.com |
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71 |
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| Golden Bridge Capital Management |
100 The Embarcadero, San Francisco, CA 94105 |
|
41535xxxx0 |
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| Vois Asset Management |
625 Market St Fl 5 San Francisco, CA 94105 |
|
41535xxxx0 |
dat*****************@i****.de |
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| Katy Song Financial Planning |
34 Meadow Dr Mill Valley, CA 94941 |
|
41527xxxx3 |
kat*@k*******.com |
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5 |
3 |
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76 |
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| Wells Fargo Advisors |
555 California St Ste 2300 San Francisco, CA 94104 |
|
41529xxxx0 |
a-w***************@w*****************.com |
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1.7 |
6 |
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188199 |
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189000 |
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| Edward Jones - Financial Advisor: Mark J Lavan, CFP® |
18 E Blithedale Ave Ste 15, Mill Valley, CA 94941 |
|
41538xxxx3 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Pastore Capital Management |
San Francisco, CA 94103 |
|
41593xxxx5 |
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| JP Morgan Securities Inc |
JPMorgan Chase Building, 560 Mission St Suite 125, San Francisco, CA 94105 |
|
80068xxxx7 |
dom***************@j*******.com |
4 |
4 |
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924305 |
6634 |
37 |
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| Watershed Asset Management |
601 California St, San Francisco, CA 94108 |
|
41539xxxx0 |
ann*@w***.com |
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| Leading Edge Investment Advisors |
50 California St Ste 2320, San Francisco, CA 94111 |
|
41521xxxx0 |
a.-*****@l***.net |
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| World Trade Center San Francisco |
71 Stevenson St Ste 400 San Francisco, CA 94105 |
|
88877xxxx8 |
a.e******@w***.org |
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5 |
14 |
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631 |
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| Financial Advisory Group |
299 Arguello Blvd San Francisco, CA 94118 |
|
41575xxxx2 |
jda***@c*******.com |
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| Eric Stubbs - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
21270xxxx5 |
wms**********@r**.com |
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14743 |
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16000 |
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| Greenhill Company Inc |
600 Montgomery St, San Francisco, CA 94111 |
|
41521xxxx0 |
aab******@g********.com |
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| John Ritchie - Financial Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41528xxxx0 |
and************@a***.com |
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| Crescent Cove Advisors LP |
1700 Montgomery St #240, San Francisco, CA 94111 |
|
41580xxxx9 |
con****@c***********.com |
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| The Zeka Group |
1110 Burlingame Ave, Burlingame, CA 94010 |
|
65034xxxx5 |
inf*@a************.com |
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| Joseph A. Seidler - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
rbc*********@r**.com |
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12806 |
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| RSF Social Finance |
1002 O'Reilly Ave San Francisco, CA 94129 |
|
41556xxxx0 |
afs*******@r***************.org |
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3.7 |
3 |
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| Csi Capital Management |
445 Bush St Fl 5 San Francisco, CA 94108 |
|
41542xxxx5 |
lfa***@t**********.com |
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| The Jack Asset Management Corporation |
40 29th St, San Francisco, CA 94110 |
|
41582xxxx7 |
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| Voleon Capital Management |
2170 Dwight Way, Berkeley, CA 94704 |
|
51070xxxx0 |
a-k@v*****.com |
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| Edward Jones - Financial Advisor: Damon Liang |
2000 Van Ness Ave Ste 714, San Francisco, CA 94109 |
|
41577xxxx0 |
a.j*********@e**********.com |
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87631 |
|
100000 |
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| Bob Goldman Financial Planning |
180 Harbor Dr Ste 221, Sausalito, CA 94965 |
|
41533xxxx6 |
bob@b*********.com |
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| McMorgan & Co |
1 Front St, San Francisco, CA 94111 |
|
41578xxxx0 |
ade****@m*******.com |
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| Rockpoint Group |
1 Bush St, San Francisco, CA 94104 |
|
41543xxxx0 |
ach****@r*************.com |
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| Stafford Capital Management LLC |
275 Battery St, San Francisco, CA 94111 |
|
41536xxxx0 |
a.m*****@s**************.com |
1 |
1 |
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| Mept 475 Sansome Street |
475 Sansome St, San Francisco, CA 94111 |
|
41539xxxx1 |
dat****************@h***.de |
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39287 |
174 |
41000 |
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| Steven Spiesberger - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
wms**********@r**.com |
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14743 |
|
16000 |
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| Bersot Capital Management |
1831 Tiburon Blvd, Belvedere Tiburon, CA 94920 |
|
41579xxxx5 |
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| Grand Jean Capital Management |
1 Market Plz, San Francisco, CA 94105 |
|
41551xxxx0 |
ber*@g********.com |
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| Dave Breslin |
111 Pine St, San Francisco, CA 94111 |
|
41529xxxx7 |
add********@f************.com |
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| Moore Cynthia Nowicki Certified Financial Planner |
591 Redwood Hwy Frontage Rd, Mill Valley, CA 94941 |
|
41538xxxx5 |
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| San Francisco Delayed Exchange Accommodation Company |
1956 Lombard St San Francisco, CA 94123 |
|
41534xxxx6 |
cat**************@g****.com |
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256 |
|
245 |
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| ImpactAdvisor |
655 Montgomery St, San Francisco, CA 94111 |
|
41542xxxx2 |
exx********@i************.com |
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5 |
2 |
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| Gary Cattich - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
rbc*********@r**.com |
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| thinair financial Inc |
527 Haight St, San Francisco, CA 94117 |
|
41585xxxx5 |
inf*@t***************.com |
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| Stoffer Wealth Advisors |
345 West Portal Ave. Ste. 110, San Francisco, CA 94127 |
|
41570xxxx0 |
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| G F Xinde Investment Management |
750 Battery St, San Francisco, CA 94111 |
|
80039xxxx0 |
aa@f************.com |
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| Oster-Konigsberg Wealth Management - UBS Financial Services Inc. |
555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104 |
|
41596xxxx3 |
abc***@u**.com |
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| Luna Xu - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
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| Stein Roe Investment Counsel |
101 Clay St San Francisco, CA 94111 |
|
41543xxxx1 |
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4 |
1 |
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| Fairlead Financial Advisors |
215 Reed Blvd, Mill Valley, CA 94941 |
|
41538xxxx0 |
joh*******@f**********.com |
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| SRI Wealth Management Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
mic************@r**.com |
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| Aberdare Ventures LP |
235 Montgomery St, San Francisco, CA 94104 |
|
41539xxxx2 |
hcp****@a*******.com |
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| Leading Edge Investment Advisors |
50 California St Suite # 3525, San Francisco, CA 94111 |
|
41521xxxx0 |
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| Dynamic Fund Management, LLC |
655 Montgomery St Ste 540, San Francisco, CA 94111 |
|
41584xxxx3 |
ab@w**********.com |
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| Union Financial Partners |
2001 Union St Ste 270, San Francisco, CA 94123 |
|
41535xxxx0 |
a.t********@u*********.com |
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| Comerford Michael |
315 Montgomery St, San Francisco, CA 94104 |
|
41539xxxx1 |
abd**@c*******.com |
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| Community Investment Management |
600 Montgomery St, San Francisco, CA 94111 |
|
41585xxxx3 |
aar****@c******.com |
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| Terra Global Capital |
220 Montgomery St, San Francisco, CA 94104 |
|
41540xxxx1 |
adm**@t*****************.com |
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720 |
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740 |
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| Shana Hudson - Private Wealth Advisor, Ameriprise Financial Services |
1 Sansome St Ste 3500, San Francisco, CA 94104 |
|
41594xxxx5 |
dns*****@a***.com |
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71 |
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75 |
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| Fh One Inc. |
1212 Broadway, Oakland, CA 94612 |
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51062xxxx7 |
sup****@h*********.com |
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3300 |
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| Ashley Evans |
1 Front St 23rd Fl, San Francisco, CA 94111 |
|
41526xxxx6 |
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| Piper Sandler & Co |
50 California St #3100, San Francisco, CA 94111 |
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41561xxxx0 |
dav******@y****.com |
5 |
1 |
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943 |
102 |
1000 |
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| Council Financial & Insurance Services |
425 Market St Ste 1600 San Francisco, CA 94105 |
|
92587xxxx2 |
her*@c***************.com |
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5 |
68 |
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107 |
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| Ubs |
555 California St Ste 4650, San Francisco, CA 94104 |
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41535xxxx0 |
aar*******@u**.com |
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229155 |
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242000 |
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| Cardinal Point Capital |
220 Halleck St, San Francisco, CA 94129 |
|
41593xxxx2 |
*re*@c*******************.com |
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| Gh Financial Group |
San Francisco, CA 94102 |
|
41528xxxx6 |
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| K S P Capital Management |
80 Maiden Ln San Francisco, CA 94108 |
|
41573xxxx2 |
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| Hahn Capital Management |
601 Montgomery St, San Francisco, CA 94111 |
|
41539xxxx2 |
con****@h******.com |
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| Freestone Capital Management |
560 Mission St Suite 2800, San Francisco, CA 94105 |
|
41551xxxx0 |
aar**@f***************.com |
5 |
1 |
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| American Pegasus LDG |
142 Sansome St 2nd Fl, San Francisco, CA 94104 |
|
41596xxxx5 |
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| Roofstock Inc |
2001 Broadway Suite 400, Oakland, CA 94612 |
|
80046xxxx6 |
age**@r********.com |
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14000 |
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| Spiesberger, Steven |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
wms**********@r**.com |
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14743 |
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16000 |
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| PENA FAMILY LLC |
San Francisco, CA 94103 |
|
50555xxxx7 |
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| Delta Investment Management |
555 Montgomery St Ste 1501, San Francisco, CA 94111 |
|
41524xxxx7 |
gxx***********@d******.com |
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| Monetary Management Corporation |
Serving theSan Francisco Area |
|
41598xxxx0 |
joh*@m*****.com |
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| Comcast Ventures |
23 Geary St Bldg 10 San Francisco, CA 94301 |
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all****@c**************.com |
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1.3 |
4 |
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| Pantheon Ventures Inc |
200 California St, San Francisco, CA 94111 |
|
41578xxxx9 |
ad@p**************.com |
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| Hollis Street Investors |
1480 64th St, Emeryville, CA 94608 |
|
51059xxxx0 |
abd*****@i****.com |
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164234 |
|
232000 |
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| Ba1 2201 Broadway |
2201 Broadway, Oakland, CA 94612 |
|
51046xxxx9 |
a@w*****.com |
4.9 |
98 |
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4.3 |
987 |
340397 |
59358 |
13 |
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| Jane Capital Partners |
505 Montgomery St Ste 2FL, San Francisco, CA 94111 |
|
41527xxxx0 |
bne****@j**********.com |
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| East West Investment Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
wms**********@r**.com |
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10806 |
|
12069 |
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| LZD Heights Wealth Management - Alex. Brown, A Division of Raymond James |
101 California St Ste 4500, San Francisco, CA 94111 |
|
41564xxxx1 |
ale*******@a********.com |
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| Catherine Chen - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
mic************@r**.com |
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| Farallon Capital Management, LLC |
1 Maritime Plz Ste 2100, San Francisco, CA 94111 |
|
41542xxxx2 |
abl***@f**************.com |
5 |
2 |
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| Schultz Collins |
455 Market St Ste 1250 San Francisco, CA 94105 |
|
41529xxxx0 |
bel****@s*************.com |
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5 |
1 |
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| Skyknight Capital |
1 Letterman Dr Bldg C, San Francisco, CA 94129 |
|
41552xxxx4 |
car*****@s***************.com |
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| EP Wealth Advisors |
244 California St, San Francisco, CA 94111 |
|
41598xxxx5 |
bxx**@e*******.com |
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| Valo Group |
21 Columbus Ave, San Francisco, CA 94111 |
|
41579xxxx1 |
bb@v********.com |
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| Claims Plus Insurance Solutions |
San Francisco, CA 94131 |
|
41534xxxx7 |
mar**@c*********.biz |
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| Securities America Inc |
2440 Taraval St, San Francisco, CA 94116 |
|
41566xxxx0 |
aad********@s****************.com |
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| Peter de Castro - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
rbc*********@r**.com |
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14743 |
|
16000 |
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| Fremont Bank |
200 Townsend St, San Francisco, CA 94107 |
|
41548xxxx1 |
a@f**********.com |
4.3 |
6 |
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7265 |
335 |
7300 |
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| Talkot Capital |
611 Folsom St, San Francisco, CA 94107 |
|
41533xxxx0 |
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| Harsch Inc. |
420 Sutter St, San Francisco, CA 94108 |
|
41542xxxx1 |
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| Chris Chase |
111 Pine St, San Francisco, CA 94111 |
|
41583xxxx3 |
add********@f************.com |
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| Arch Capital Management |
180 Harbor Dr, Sausalito, CA 94965 |
|
41533xxxx5 |
adm**@a**********.com |
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| Sterling Bank & Trust |
115 San Francisco, CA 94127 |
|
41568xxxx3 |
agl****@s***********.com |
|
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3.7 |
3 |
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| Maintain A Property Maintenance Service |
2800 Van Ness Ave, San Francisco, CA 94109 |
|
41544xxxx7 |
ape***@a******.com |
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4.8 |
39 |
1881 |
285 |
1800 |
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| Flagstar Bank |
435 Pacific Ave, San Francisco, CA 94133 |
|
41534xxxx0 |
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| West Coast Financial |
1814 Franklin St, Oakland, CA 94612 |
|
51086xxxx0 |
abe****@w*****************.com |
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| Firm Directions Advisors |
236 W Portal Ave, San Francisco, CA 94127 |
|
41556xxxx9 |
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| Morgan Stanley Wealth Management |
101 California St, San Francisco, CA 94111 |
|
41569xxxx0 |
aar***********@m***********************.com |
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| Pacific Heights Asset Management LLC |
600 Montgomery St # 4100, San Francisco, CA 94111 |
|
41539xxxx3 |
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| Thomas Van Dyck - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
mic************@r**.com |
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| Monetary Management Corporation. |
530 Bush St #802, San Francisco, CA 94108 |
|
41598xxxx0 |
joh*@m*****.com |
5 |
1 |
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| Terra Global Investment Management |
1948 Green St, San Francisco, CA 94123 |
|
41521xxxx1 |
ang*****@t*****************.com |
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| Leppla Capital Management LLC |
440 Davis Ct, San Francisco, CA 94111 |
|
41599xxxx0 |
ble****@l********.com |
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| Bowman/Hanson |
1592 Union St Ste 325 San Francisco, CA 94123 |
|
41529xxxx7 |
ber****@b***********.com |
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| Aquitaine Wealth Management - UBS Financial Services Inc. |
555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104 |
|
41595xxxx2 |
abc*******@u**.com |
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| Nuveen Investments |
1589 Brunswig Ln, Emeryville, CA 94608 |
|
51059xxxx9 |
aar*************@n*****.com |
|
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|
1816 |
|
2000 |
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| NewEdge Wealth |
1700 Montgomery St Suite 108, San Francisco, CA 94111 |
|
41557xxxx1 |
cgn**@n********.com |
|
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| Umpqua Bank |
440 Westlake Ctr, Daly City, CA 94015 |
|
65099xxxx5 |
aam*********@u*********.com |
|
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4 |
1189 |
50650 |
669 |
49000 |
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| Nich Capital Partners |
2079 15th St, San Francisco, CA 94114 |
|
41586xxxx6 |
lou@n******************.com |
|
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| Beacon College Funding Solutions Inc |
1326 Castro St, San Francisco, CA 94114 |
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41555xxxx0 |
inf*@b*******************.com |
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36 |
2 |
57 |
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| Kevin Chung |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx4 |
acc************@f************.com |
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| Cassou Laurence P Dean Witter Reynolds Inc |
1 Kaiser Plz, Oakland, CA 94612 |
|
51083xxxx0 |
aar***********@m***********************.com |
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| PGIM Real Estate |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41539xxxx0 |
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| Third Rock Ventures |
455 Mission Bay Blvd S Ste 575, San Francisco, CA 94158 |
|
41576xxxx0 |
aar**@t****************.com |
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| Malcolm H. Gissen & Associates |
1700 California St San Francisco, CA 94109 |
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41574xxxx5 |
cra**@m******.com |
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1 |
1 |
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| Main Management |
601 California St, San Francisco, CA 94108 |
|
41521xxxx0 |
ari***@m******.com |
4 |
1 |
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| Arlington Investment Co |
1521 5th St, Berkeley, CA 94710 |
|
51065xxxx2 |
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| Exigen Group |
505 Montgomery St Fl 4 San Francisco, CA 94111 |
|
41540xxxx0 |
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| Financial Network Investment Corp |
760 Market St, San Francisco, CA 94102 |
|
41539xxxx9 |
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1959 |
109 |
2200 |
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| Pacific Precious Metals |
302 Caledonia St Ste 3 Sausalito, CA 94965 |
|
62821xxxx5 |
chr******@p********************.com |
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5 |
44 |
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| Insurance Center Helpline |
201 Spear St Ste 1100, San Francisco, CA 94105 |
|
41599xxxx1 |
inf*@i****************.com |
4.3 |
18 |
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3112 |
20 |
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| Morgan Stanley |
216 Lorton Ave, Burlingame, CA 94010 |
|
65034xxxx0 |
aal*******@m************.com |
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112831 |
3036 |
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| Sutton Management |
101 California St Ste 1600, San Francisco, CA 94111 |
|
41586xxxx0 |
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| Plan 202 |
580 California St San Francisco, CA 94104 |
|
41593xxxx9 |
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5 |
1 |
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| Alambic Investment Management |
655 Montgomery St Ste 1905, San Francisco, CA 94111 |
|
41549xxxx0 |
ari******@a********.com |
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| Stifel Nicolaus & Company Inc |
1 Montgomery St Ste 3700, San Francisco, CA 94104 |
|
41536xxxx0 |
abb****@s*****.com |
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| Washington Capital Management |
101 Mission St #1435, San Francisco, CA 94105 |
|
41554xxxx0 |
aar*************@w*****.com |
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| Mt Eden Investment Advisors |
425 California St Ste 2450, San Francisco, CA 94104 |
|
41528xxxx0 |
bha*****@m***********.com |
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| Ballast Investments |
351 California St, San Francisco, CA 94104 |
|
41562xxxx7 |
car*******@b*****************.com |
3.9 |
7 |
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| Peninsula Wealth, LLC |
350 Townsend St Ste 411, San Francisco, CA 94107 |
|
65047xxxx3 |
a@p**************.com |
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| Colchis Capital Management, L.P. |
50 California St #1500, San Francisco, CA 94111 |
|
41540xxxx0 |
alp****@c*************.com |
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| Investment Management Consulting Group the-Investment Policy Adv |
299 Arguello Blvd San Francisco, CA 94118 |
|
41575xxxx0 |
aad********@s****************.com |
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2985 |
27 |
3500 |
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| Securities America |
1801 Tiburon Blvd Ste 200, Belvedere Tiburon, CA 94920 |
|
41588xxxx6 |
aad********@s****************.com |
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| Hugh Beecher |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx3 |
add********@f************.com |
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| Elevate Capital Management |
One Embarcadero Ctr Suite 400, San Francisco, CA 94111 |
|
41566xxxx7 |
inf*@e**********.com |
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| Jeff Stoffer - Terra Blue Wealth Management |
3030 Bridgeway, San Francisco, CA 94965 |
|
41572xxxx7 |
hel**@t**********.com |
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5 |
5 |
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| Davis Mortgage & Investment Co |
1730 Franklin St, Oakland, CA 94612 |
|
51027xxxx3 |
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| Kinetic Asset Management |
625 Market St Ste 500, San Francisco, CA 94105 |
|
41535xxxx0 |
har******@a*******.com |
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| Private Wealth Partners |
591 Redwood Hwy Frontage Rd, Mill Valley, CA 94941 |
|
41546xxxx0 |
asa**@p*****.com |
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| Asa Pacific Real Estate Investment Corp |
801 Montgomery St, San Francisco, CA 94133 |
|
41536xxxx7 |
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| San Francisco Broker’s Club |
3145 Geary Blvd Ste 707 San Francisco, CA 94118 |
|
41581xxxx3 |
ste****@s************.com |
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5 |
4 |
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| Thomas P. Collins - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
wms**********@r**.com |
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14743 |
|
16000 |
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| Jeffrey Orr |
111 Pine St, San Francisco, CA 94111 |
|
41529xxxx2 |
acc************@f************.com |
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| Talkot Partners |
2400 Bridgeway Ste 200, Sausalito, CA 94965 |
|
41533xxxx0 |
aki*@t*****.com |
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| Hilltop Financial |
500 Airport Blvd, Burlingame, CA 94010 |
|
65049xxxx8 |
lxx*****@h*********************.com |
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5 |
6 |
43 |
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48 |
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| Explorador Capital |
1 Maritime Plz, San Francisco, CA 94111 |
|
41539xxxx0 |
and*@e*********.net |
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| Grigsby & Associates Inc |
311 California St Ste 320, San Francisco, CA 94104 |
|
41539xxxx3 |
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| Douglas Gapper - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
wms**********@r**.com |
|
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|
14743 |
|
16000 |
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| Piper Jaffray |
633 5th Ave San Francisco, CA 94118 |
|
21368xxxx3 |
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| Whiteswan Trading |
447 Sutter St Ste 405 San Francisco, CA 94108 |
|
83348xxxx2 |
dat*****************@i****.de |
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| Main Post Partners |
One Embarcadero Center, #3500, San Francisco, CA 94111 |
|
41539xxxx0 |
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| Keefe Bruyette & Woods Inc |
101 California St Ste 3700, San Francisco, CA 94111 |
|
41559xxxx0 |
abc*****@k**.com |
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| Michael Cox - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx1 |
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| Kelly Larkan |
8 10th St, San Francisco, CA 94103 |
|
65051xxxx7 |
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| Westend Capital Management |
86 Graham St Ste 100, San Francisco, CA 94129 |
|
41585xxxx6 |
amo*******@w****.com |
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| Voya Investment Management |
555 Mission St, San Francisco, CA 94105 |
|
41595xxxx0 |
act@v***.com |
1 |
1 |
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| True Root Financial |
766 Sutter St, San Francisco, CA 94109 |
|
41532xxxx2 |
hel**@t****************.com |
5 |
11 |
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|
342 |
|
369 |
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| Mic Management |
100 Drumm St, San Francisco, CA 94111 |
|
41595xxxx4 |
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| High Mark Capital Management Inc |
350 California St # 1600, San Francisco, CA 94104 |
|
80058xxxx4 |
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| SKBA Capital Management |
601 California St #1500, San Francisco, CA 94108 |
|
41598xxxx2 |
bar***@s***.com |
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| Thomason Capital Management |
300 Frank H Ogawa Plz Ste A10, Oakland, CA 94612 |
|
51076xxxx0 |
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|
| Edward Jones - Financial Advisor: Travis Benjamin |
345 W Portal Ave, San Francisco, CA 94127 |
|
41566xxxx1 |
a.j*********@e**********.com |
|
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|
87631 |
|
100000 |
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|
| Buena Vista Fund Management |
1 Maritime Plz #1325, San Francisco, CA 94111 |
|
41543xxxx0 |
inf*@b*************.com |
|
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| Mountain Lake Investment Management |
100 Shoreline Hwy Ste B390, Mill Valley, CA 94941 |
|
41532xxxx0 |
bob@m*****************.com |
|
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| BDO Remit |
350 Gellert Blvd, Daly City, CA 94015 |
|
65099xxxx5 |
aaa@b**.com |
|
|
3 |
9 |
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| Investment Management Group |
299 Arguello Blvd, San Francisco, CA 94118 |
|
41575xxxx0 |
jda***@c*******.com |
|
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| INVG Mortgage Scrts Corp |
2261 Francisco St, San Francisco, CA 94123 |
|
41579xxxx3 |
|
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|
5 |
1 |
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|
| Perigon Wealth Management, LLC |
201 Mission St #1825, San Francisco, CA 94105 |
|
87797xxxx5 |
abe****@p************.com |
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| Robert Investment |
San Francisco, CA 94123 |
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98527xxxx5 |
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| VMG Partners |
39 Mesa St Ste 201, San Francisco, CA 94129 |
|
41563xxxx0 |
aar**@v**********.com |
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| Robertson Stephens |
455 Market St #1600, San Francisco, CA 94105 |
|
41550xxxx0 |
bra*********@r********.com |
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995 |
8 |
1000 |
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| Emil Peinert - Associate Manager, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
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41528xxxx0 |
dns*****@a***.com |
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75 |
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91 |
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| RBC Wealth Management |
2 Embarcadero Ctr Ste 600, San Francisco, CA 94111 |
|
41563xxxx0 |
rbc*********@r**.com |
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| Cerity Partners |
100 Shoreline Hwy, Mill Valley, CA 94941 |
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41543xxxx0 |
aad***@c*************.com |
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| Country Financial |
1870 El Camino Real, Burlingame, CA 94010 |
|
65055xxxx4 |
aar********@c***************.com |
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170746 |
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163000 |
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| Artience Capital Management |
1 Market St Ste 2200, San Francisco, CA 94105 |
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41535xxxx8 |
inf*@a**************.com |
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| Spectrum Equity Investors |
140 New Montgomery St Fl 20 San Francisco, CA 94105 |
|
41546xxxx0 |
ada*@s*************.com |
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| 160 Spear |
160 Spear St, San Francisco, CA 94105 |
|
41534xxxx7 |
bas********@s*********.com |
4 |
5 |
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741 |
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| American Express |
150 Hayes St, San Francisco, CA 94102 |
|
80047xxxx8 |
aar**@a**************.com |
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915728 |
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79 |
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| Bay State Financial Group-Royal Alliance |
350 Townsend St Ste 204 San Francisco, CA 94107 |
|
41547xxxx1 |
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| Minkoff & Associates - Ameriprise Financial Services |
432 Clay St San Francisco, CA 94111 |
|
41539xxxx0 |
dns*****@a***.com |
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5 |
6 |
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| Mark Nickel - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
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| Coburn Barrett |
1562 Grant Ave, San Francisco, CA 94133 |
|
41539xxxx1 |
ele******************@c************.com |
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| Flagstar Bank |
201 Mission St, San Francisco, CA 94105 |
|
62821xxxx8 |
aar********@f*******.com |
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| Champlain Capital Partners |
44 Montgomery St Ste 3500, San Francisco, CA 94104 |
|
41598xxxx4 |
a.l********@b************.com |
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| Edward Jones - Financial Advisor: Meg Finones |
111 Anza Blvd Ste 115, Burlingame, CA 94010 |
|
65034xxxx1 |
a.j*********@e**********.com |
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10 |
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| Sterling Bank & Trust |
4627 Mission St San Francisco, CA 94112 |
|
41545xxxx0 |
abc***@s***********.com |
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1 |
4 |
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307 |
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| Osterweis Capital Management |
1 Maritime Plz Ste 800, San Francisco, CA 94111 |
|
41543xxxx1 |
abu**@o********.com |
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| Northwestern Mutual Financial Network |
600 Montgomery St Ste 1600 San Francisco, CA 94111 |
|
41573xxxx5 |
ann********@n*.com |
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1.8 |
18 |
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| Vista Equity Partners |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41576xxxx0 |
aa@v******************.com |
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454 |
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639 |
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| Laurel Properties |
3541 Sacramento St, San Francisco, CA 94118 |
|
41592xxxx8 |
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3.4 |
42 |
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| Edward Jones - Financial Advisor: Sven Geffken, CFP® |
1005 Terra Nova Blvd Ste 2A, Pacifica, CA 94044 |
|
65035xxxx5 |
a.j*********@e**********.com |
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63 |
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| Prime Wealth Management |
2936 Domingo Ave Ste 1 Berkeley, CA 94705 |
|
51038xxxx9 |
rpr***@p**********.com |
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5 |
3 |
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1101 |
|
1100 |
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| No Street Capital |
505 Montgomery St #1250, San Francisco, CA 94111 |
|
41583xxxx0 |
inf*@n**************.com |
3 |
1 |
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| AEON Investor Relation Inc. |
795 Folsom St, San Francisco, CA 94107 |
|
41574xxxx8 |
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| Upstart Wealth Management, LLC |
4 Embarcadero Ctr #1400, San Francisco, CA 94111 |
|
41554xxxx6 |
inf*@u************.com |
5 |
2 |
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| Morgan Stanley Wealth Management |
555 California St, San Francisco, CA 94104 |
|
41598xxxx0 |
aal*******@m************.com |
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113321 |
3094 |
131000 |
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| Centerview Partners |
555 California St, San Francisco, CA 94104 |
|
41540xxxx0 |
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| John Connolly & Co |
9 Compton Cir, Mill Valley, CA 94941 |
|
41538xxxx0 |
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| Redmile Group |
1 Letterman Dr Ste D3700, San Francisco, CA 94129 |
|
41548xxxx0 |
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| East West Bank |
2533 Noriega St, San Francisco, CA 94122 |
|
41568xxxx3 |
a.j*********@e***********.com |
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6893 |
17 |
7700 |
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| Rose Investment Company |
4060 Harlan St, Emeryville, CA 94608 |
|
51028xxxx4 |
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| Perkins McDonnell |
3629 Sacramento St San Francisco, CA 94118 |
|
41535xxxx4 |
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| Abbot Downing |
420 Montgomery St 11th Fl, San Francisco, CA 94104 |
|
88864xxxx7 |
adf**********************@a***********.com |
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| Cypress Wealth Advisors |
101 California St Ste 1025, San Francisco, CA 94111 |
|
41548xxxx0 |
byo***@c************.com |
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| Carlson Financial Management |
1398 55th St, Emeryville, CA 94608 |
|
51060xxxx0 |
car******************@p****.dreamhost |
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| Tda Investment Group Inc |
1214 Donnelly Ave, Burlingame, CA 94010 |
|
65034xxxx3 |
al@t*****.com |
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| The San Francisco Wealth Management Group - Morgan Stanley |
555 California St Floor 14 and 35, San Francisco, CA 94104 |
|
41598xxxx0 |
|
5 |
1 |
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| Borek Financial Management |
703 Market St Ste 1014 San Francisco, CA 94103 |
|
41528xxxx0 |
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| Crosslink Capital |
2 Embarcadero Ctr Ste 2200, San Francisco, CA 94111 |
|
41561xxxx0 |
aba****@c***************.com |
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| Laurel Realty & Investment |
294 29th Ave, San Francisco, CA 94121 |
|
41564xxxx0 |
inf*@l*************.com |
2.3 |
20 |
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77 |
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| Jackson Square Investment Management |
Jackson Street Between Battery And Kearny, San Francisco, CA 94111 |
|
41598xxxx8 |
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| Conquest Capital |
501 Humboldt Ave, Sausalito, CA 94965 |
|
41533xxxx6 |
sre*****@a******************.com |
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| Progress Investment Management Company, Llc |
33 New Montgomery St Ste 1900, San Francisco, CA 94105 |
|
41551xxxx0 |
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| McMorgan & Company LLC |
33 New Montgomery St #2000, San Francisco, CA 94105 |
|
41578xxxx0 |
ade****@m*******.com |
5 |
1 |
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| Northwestern Mutual |
Transamerica Pyramid, 600 Montgomery St #1600, San Francisco, CA 94111 |
|
41573xxxx5 |
a.-***********@n*****************.com |
3 |
4 |
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|
107329 |
16242 |
108000 |
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| Bernstein Global Wealth Management |
555 California St Ste 4400, San Francisco, CA 94104 |
|
41521xxxx0 |
aak********@b********.com |
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| Tesseract Capital Group |
2191 Market St suite a, San Francisco, CA 94114 |
|
41591xxxx1 |
|
3 |
4 |
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| 1031 Strategies & Services Group |
580 California St Ste 1632, San Francisco, CA 94104 |
|
41578xxxx1 |
bil*************@1******.com |
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| Moore Financial Advice |
572 Wisconsin St, San Francisco, CA 94107 |
|
41552xxxx0 |
adm**@m*******************.com |
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| G & M Realty, Ventures, LLC |
600 Montgomery St Ste 4300, San Francisco, CA 94111 |
|
41536xxxx0 |
ale******@e********.vc |
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| Sterling Bank & Trust |
2501 Irving San Francisco, CA 94122 |
|
41573xxxx6 |
agl****@s***********.com |
|
|
1.3 |
4 |
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| WP Advisors, LLC |
201 Mission St Ste 1930, San Francisco, CA 94105 |
|
41577xxxx0 |
eri*@w************.com |
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| Bandon Capital, Inc. |
196 Downey St, San Francisco, CA 94117 |
|
41593xxxx6 |
and*@b********.com |
|
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| R & A Investment Forestry |
38 Keyes Ave Ste 111, San Francisco, CA 94129 |
|
41524xxxx9 |
rin*****@i*****************.com |
|
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| Charles Schwab |
106 W Portal Ave, San Francisco, CA 94127 |
|
41524xxxx2 |
jan*****@s*****.com |
4.2 |
14 |
2.1 |
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| Pantheon Ventures LP |
1013 Rhode Island St, San Francisco, CA 94107 |
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41524xxxx0 |
abc*******@p*******.com |
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| Long Term Solutions |
104 Tiburon Blvd, Mill Valley, CA 94941 |
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41538xxxx5 |
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| Sterling Bank & Trust |
2100 Market St, San Francisco, CA 94114 |
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41543xxxx0 |
agl****@s***********.com |
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2 |
11 |
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308 |
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| Bingham Osborn & Scarborough Wealth Management |
345 California St Ste 1100, San Francisco, CA 94104 |
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41578xxxx5 |
aar*********@b********.com |
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| Monroe Wealth Management |
1160 Battery St suite 100, San Francisco, CA 94111 |
|
51099xxxx3 |
jan****@m*******.com |
5 |
29 |
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