| 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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| Gibeson & Company Cpa’s |
401 Grand Ave Oakland, CA 94610 |
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51083xxxx0 |
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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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| Edward Jones - Financial Advisor: Bette Gadient |
490 Grand Ave Ste 100, Oakland, CA 94610 |
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51066xxxx6 |
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| Kevin E. Barnes |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx5 |
acc************@f************.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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| Granite Capital Management |
5707 Redwood Rd, Oakland, CA 94619 |
|
51033xxxx0 |
jfu***@g****************.com |
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| Pearl Investment Co. |
931 Hartz Way Ste 200, Danville, CA 94526 |
|
92574xxxx0 |
jan***@b**************.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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| Umpqua Bank |
825 Irving St, San Francisco, CA 94122 |
|
41573xxxx5 |
aar*********@u*********.com |
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4 |
1189 |
50650 |
669 |
49000 |
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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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| Just Plans Etc |
1399 Ygnacio Valley Rd Ste 24 Walnut Creek, CA 94598 |
|
92598xxxx0 |
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5 |
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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| Basic West Insurance |
1641 Taraval St, San Francisco, CA 94116 |
|
41566xxxx0 |
inf*@b********.com |
5 |
3 |
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| Financial Service of America |
333 Hegenberger Rd Ste 578 Oakland, CA 94621 |
|
51061xxxx0 |
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| MSCI |
2100 Milvia St Berkeley, CA 94704 |
|
51054xxxx2 |
arm**************@m********.com |
5 |
3 |
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| Mia’s Fiduciary Services |
1271 Washington Ave, Ste 908, San Leandro, CA 94577 |
|
51082xxxx1 |
bus*****@m*******.net |
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| Merrill Lynch Wealth Management |
600 California St Fl 7, San Francisco, CA 94108 |
|
41595xxxx0 |
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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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| AXA Rosenberg Investment Management |
4 Orinda Way # E, Orinda, CA 94563 |
|
92525xxxx4 |
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3 |
1 |
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| Nicholas Stiles |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx2 |
add********@f************.com |
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| Christopher Ransom Investments |
1300 Clay St Ste 600 Oakland, CA 94612 |
|
51034xxxx4 |
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| Ella Financial Advising |
5237 College Ave Oakland, CA 94618 |
|
51032xxxx7 |
ell*@e********************.com |
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5 |
2 |
5 |
7 |
64 |
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72 |
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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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| Effective Assets |
1510 Walnut St Ste E Berkeley, CA 94709 |
|
51054xxxx0 |
jus***@e**************.com |
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| Sensato Investors |
1 Sansome St, San Francisco, CA 94104 |
|
41527xxxx0 |
alp*****@i**************.com |
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| Paulson Investments |
14 Orinda Way, Orinda, CA 94563 |
|
92525xxxx4 |
aca********@p****************.com |
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| Morgan Stanley Wealth Management |
22320 Foothill Blvd, Hayward, CA 94541 |
|
51053xxxx3 |
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| Matthews Financial & insurance Solutions |
2100 Embarcadero E #105, Oakland, CA 94606 |
|
51022xxxx8 |
inf*@m***.biz |
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5 |
30 |
503 |
22 |
523 |
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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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| 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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| Fundamentals Finance |
6105 Seminary Ave Oakland, CA 94605 |
|
41557xxxx7 |
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| Infinity Financial Services |
212 9th St Ste 202 Oakland, CA 94607 |
|
51058xxxx0 |
bch**@m***********.com |
2.8 |
4 |
3.3 |
10 |
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| Merrill Lynch Wealth Management |
555 California St, San Francisco, CA 94104 |
|
41527xxxx2 |
ban********************@m*.com |
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| Bak Chan - Ameriprise Financial Services |
1 Kaiser Plz Ste 455 Oakland, CA 94612 |
|
51089xxxx0 |
bak*******@a***.com |
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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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| Colliers International |
1999 Harrison St, Oakland, CA 94612 |
|
51043xxxx2 |
a.-******************@c*******.com |
2.7 |
6 |
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58 |
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110 |
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| U.S. Bank ATM - Oakland Swap Meet |
5401 Coliseum Way, Oakland, CA 94601 |
|
80087xxxx7 |
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| Marcus & Millichap |
555 12th St Suite 425, Oakland, CA 94607 |
|
51037xxxx0 |
aar*********@m**************.com |
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4559 |
37 |
5300 |
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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 |
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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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| Defta Inc |
111 Pine St Ste 1410, San Francisco, CA 94111 |
|
41543xxxx2 |
aka****@d************.com |
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| Edward Jones - Financial Advisor: TJ Stevko |
370 Highland Ave Ste 201 Piedmont, CA 94611 |
|
51054xxxx9 |
aar***********@e**********.com |
|
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|
87631 |
|
100000 |
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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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| Maier Siebel Baber |
260 California St Ste 500, San Francisco, CA 94111 |
|
41563xxxx0 |
gma******@m*************.com |
|
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| A-Star |
16 Funston Ave, San Francisco, CA 94129 |
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41548xxxx2 |
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| Camejo Group |
1814 Franklin St Ste 503, Oakland, CA 94612 |
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51058xxxx0 |
bbr*****@p*************************.com |
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| BEEGOR TOURS AND TRANSFERS |
5885 OCEAN VIEW, SWAKOPMUND 9999 |
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| Fidelity Investments |
2001 N Main St Walnut Creek, CA 94596 |
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80054xxxx5 |
a61****@f*******.com |
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3.3 |
14 |
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| Rhs Financial |
201 Mission St Ste 1875, San Francisco, CA 94105 |
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41549xxxx0 |
ale*@r***********.com |
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| Kilroy Realty |
100 1st St, San Francisco, CA 94105 |
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41524xxxx3 |
aam**@k***********.com |
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1810 |
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1800 |
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| Keith Larkin, Robertson Stephens |
455 Market St Ste 1600, San Francisco, CA 94105 |
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41550xxxx0 |
abl**@r********.com |
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999 |
8 |
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| Thomas Schryver - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
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41544xxxx0 |
wms**********@r**.com |
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14743 |
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16000 |
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| Funding By Ricky |
877 Laguna St, Ste 79 San Francisco, CA 94102 |
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41534xxxx3 |
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5 |
1 |
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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 |
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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 |
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41536xxxx7 |
a.c****@o**************.com |
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| Merritt Community Capital |
1970 Broadway Ste 250 Oakland, CA 94612 |
|
51044xxxx0 |
abe****@m*********.org |
5 |
2 |
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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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| Yeske Buie |
220 Montgomery St, San Francisco, CA 94104 |
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41595xxxx6 |
afp@y***.com |
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| Fremont Realty Capital |
199 Fremont St, San Francisco, CA 94105 |
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41528xxxx5 |
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| Thrive Wealth Management - Ameriprise Financial Services |
1 Kaiser Plz Ste 455, Oakland, CA 94612 |
|
51089xxxx0 |
dns*****@a***.com |
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| Infinite Investment |
3080 El Cerrito Plz, El Cerrito, CA 94530 |
|
51028xxxx5 |
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| Seasonal Strategy |
1517 Fountain St, Alameda, CA 94501 |
|
41595xxxx1 |
bob@s***************.com |
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| Reising Financial |
1151 Harbor Bay Pkwy Ste 124 Alameda, CA 94502 |
|
51080xxxx5 |
joh************@c*************.com |
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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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| K S Enterprises |
991 Village Cir Oakland, CA 94607 |
|
51028xxxx6 |
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| SRS Real Estate Partners |
100 Pine St, San Francisco, CA 94111 |
|
41590xxxx0 |
aar*********@s****.com |
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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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| Global Investment Company |
300 Frank H Ogawa Plz Ste 254, Oakland, CA 94612 |
|
51083xxxx0 |
cat**@g************************.com |
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51 |
10 |
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| Equidex |
19 Sutter St, San Francisco, CA 94104 |
|
41554xxxx5 |
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| Raymond James Financial Services |
301 Clay St, San Francisco, CA 94111 |
|
41561xxxx5 |
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| Garland Investment Management |
920 Country Club Dr Ste 1D, Moraga, CA 94556 |
|
92537xxxx5 |
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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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| Schroeder Capital Management |
3620 Happy Valley Rd Ste 203, Lafayette, CA 94549 |
|
92528xxxx3 |
cam*********@s****************.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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| TSM Investment Corp. |
33 Danville Oak Pl, Danville, CA 94526 |
|
92583xxxx9 |
con****@i**********.us |
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| Colorado Capital Funding Inc |
475 Sansome St, San Francisco, CA 94111 |
|
41590xxxx0 |
aam**********@b**.com |
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| David Bobrowsky, CFP |
1990 N California Blvd 8th Ste 867 Walnut Creek, CA 94596 |
|
92532xxxx9 |
dbo*******@g*************.com |
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4.6 |
10 |
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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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| Umpqua Bank |
4627 Mission St, San Francisco, CA 94112 |
|
41545xxxx0 |
aam*********@u*********.com |
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4 |
1189 |
50650 |
669 |
49000 |
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| Financial Connections |
2608 9th St Ste 302 Berkeley, CA 94710 |
|
51084xxxx7 |
bau***@f*******************.com |
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5 |
1 |
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| Global Investment Co |
300 Frank H. Ogawa Plaza STE 253, Oakland, CA 94612 |
|
51083xxxx3 |
cat**@g************************.com |
1 |
1 |
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| Pang Peter C |
725 Washington St Oakland, CA 94607 |
|
51026xxxx7 |
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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 International Capital Management |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41578xxxx3 |
add****@e******.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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| United Capital Danville |
145 E Prospect Ave, Danville, CA 94526 |
|
92526xxxx8 |
abd****************@u*******.com |
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| Golden Bear Mortgage & Investment Co |
1201 Solano Ave Ste 101, Albany, CA 94706 |
|
51052xxxx8 |
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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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| 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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| Securities America Inc |
226 Alderbrook Pl, Moraga, CA 94556 |
|
92537xxxx4 |
aad********@s****************.com |
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| LANDB CAPITAL INVESTMENTS LLC |
836 81st Ave, Oakland, CA 94621 |
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65049xxxx9 |
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| Mark Friedman - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
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41547xxxx0 |
fri***********@r**.com |
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| Kraus Laurence G & Associates |
PO Box 259, Belvedere Tiburon, CA 94920 |
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41543xxxx4 |
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| Fisher & Wiens Wealth Management |
100 Railroad Ave, Danville, CA 94526 |
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92596xxxx0 |
bea*@f*************.com |
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| Ameriprise Financial Advisors |
600 W Grand Ave Oakland, CA 94612 |
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51083xxxx3 |
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| Quest Securities Inc |
1800 San Jose Ave, San Francisco, CA 94112 |
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41544xxxx0 |
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| Warburg Pincus |
1 Market Plz, San Francisco, CA 94105 |
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41579xxxx0 |
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| Internet Securities |
300 Frank H Ogawa Plz Oakland, CA 94612 |
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51044xxxx0 |
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5 |
2 |
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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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| Morgan Stanley |
22320 Foothill Blvd Ste 150, Hayward, CA 94541 |
|
51053xxxx3 |
aar***********@m***********************.com |
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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 |
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41544xxxx1 |
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| The Entrust Group |
555 12th St Ste 900 Oakland, CA 94607 |
|
80039xxxx3 |
aba****@t**************.com |
3.1 |
41 |
2.3 |
79 |
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2232 |
69 |
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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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| Rose Bridge Wealth Management Group-Morgan Stanley |
1999 Harrison St, Oakland, CA 94612 |
|
51089xxxx0 |
acm***********@m************.com |
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| Stone & Youngberg |
1 Ferry Building San Francisco, CA 94111 |
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41544xxxx8 |
abu**@s****.com |
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5 |
1 |
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| Outstanding Investment Company |
463 19th Ave, San Francisco, CA 94121 |
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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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| F E Forbes Co Inc |
1795 Solano Ave, Berkeley, CA 94707 |
|
51052xxxx3 |
afo****@f*******.com |
2.3 |
3 |
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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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| Berkman Mark G & Co |
220 Sansome St, San Francisco, CA 94104 |
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41569xxxx0 |
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| EZ Real Estate Loans |
302 E 14th St, San Leandro, CA 94577 |
|
51096xxxx9 |
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| Compass Rose Advisors Inc |
536 Belvedere St, San Francisco, CA 94117 |
|
41549xxxx0 |
bet**@z*******.com |
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1543 |
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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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| Wilkinson Wealth Management |
300 Frank H Ogawa Plz Ste 252 Oakland, CA 94612 |
|
51062xxxx0 |
aly***@s*************.com |
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5 |
1 |
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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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| Edward Jones - Financial Advisor: Christopher Lightner |
490 Grand Ave Ste 100, Oakland, CA 94610 |
|
51066xxxx6 |
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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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| 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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| Yohannes Enterprises |
166 Geary St Ste 1500, San Francisco, CA 94108 |
|
87733xxxx4 |
4a4*************************************@w*****************.com |
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| Sullivan Management Co |
580 2nd St, Oakland, CA 94607 |
|
51087xxxx9 |
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| PC Investments |
8105 Edgewater Dr Ste 207, Oakland, CA 94621 |
|
51055xxxx8 |
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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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| Copernicus Capital Management |
2055 Lombard St, San Francisco, CA 94123 |
|
41558xxxx0 |
use*@d*****.com |
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| Abundance Advisers |
15200 Hesperian Blvd Ste 202, San Leandro, CA 94578 |
|
92540xxxx3 |
adm**@a****************.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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| Edward Jones |
1336 Park St Ste D, Alameda, CA 94501 |
|
51074xxxx3 |
a.j*********@e**********.com |
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|
85136 |
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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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| 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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| Concentric Wealth Management |
251 Lafayette Cir Ste 200, Lafayette, CA 94549 |
|
92596xxxx0 |
ama***@c****************.com |
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| Citiland Investment Corp |
1707 Gough St, San Francisco, CA 94109 |
|
41547xxxx0 |
djl*******@g****.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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| Edward Jones - Financial Advisor: Corey M Hayashi |
1050 Marina Village Pkwy Ste 100 Alameda, CA 94501 |
|
51052xxxx9 |
acc**********@e**********.com |
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87631 |
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100000 |
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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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| The McKenna Wealth Management Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx2 |
acm***********@m************.com |
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| Church Capital Corporation |
320 E 14th St, San Leandro, CA 94577 |
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51096xxxx9 |
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| Agland Investment Management |
96 Kingston Rd, Kensington, CA 94707 |
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51057xxxx3 |
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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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| 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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| Bowhay Investments |
1036 Country Club Dr Ste 206, Moraga, CA 94556 |
|
41550xxxx8 |
bow******************@w**********.com |
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| Tsakos Investments |
15 Railroad Ave, Danville, CA 94526 |
|
92585xxxx1 |
joh*******@t*********.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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| 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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| Edward Jones - Financial Advisor: Jane Watson |
1430 Everett St Ste A, Alameda, CA 94501 |
|
51052xxxx1 |
a.j*********@e**********.com |
3 |
2 |
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192 |
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| Crystal Assets Mgmt |
2565 3rd St, San Francisco, CA 94107 |
|
41564xxxx0 |
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| Morgan Stanley Wealth Management |
1995 University Ave Ste 500, Berkeley, CA 94704 |
|
51064xxxx0 |
int**********@m************.com |
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| iCapRate |
555 California Street, 49th Floor, San Francisco, CA 94104 |
|
41565xxxx1 |
dte****@i*******.com |
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| Better Homes Realty Rockridge |
5353 College Ave, Oakland, CA 94618 |
|
51065xxxx7 |
chu**@b**.com |
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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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| Sasser Investment Management Inc |
436 14th St Ste 1118, Oakland, CA 94612 |
|
51083xxxx0 |
inf*@s****************.com |
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| Edward Jones - Financial Advisor: Dominic J McKenna |
887 Island Dr Ste E Alameda, CA 94502 |
|
51074xxxx0 |
a.j*********@e**********.com |
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5 |
1 |
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87631 |
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100000 |
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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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| Egan Brown - Morgan Stanley Wealth Management |
1999 Harrison St Ste 2200 Oakland, CA 94612 |
|
51089xxxx5 |
acc**********@m************.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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| Loomis Sayles and Company L P |
4 Orinda Way, Orinda, CA 94563 |
|
92525xxxx0 |
aag*****@l***********.com |
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| Park Tree Investments |
425 Divisadero St Ste 207, San Francisco, CA 94117 |
|
41525xxxx9 |
den***@p******************.com |
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| Edward Jones - Financial Advisor: Kirk Cowan |
2412 Central Ave, Alameda, CA 94501 |
|
51074xxxx3 |
a.j*********@e**********.com |
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|
87631 |
|
100000 |
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| Ditzler and Company |
6114 La Salle Ave Oakland, CA 94611 |
|
51033xxxx1 |
inf*********@u*******.com |
2.3 |
77 |
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6 |
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| The Brown & Klueger Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
rbc*********@r**.com |
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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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| Ella Financial Advising LLC |
5237 College Ave, Oakland, CA 94618 |
|
51032xxxx7 |
ell*@e********************.com |
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5 |
7 |
64 |
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72 |
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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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| Schrogin Baar Investments |
1400 Shattuck Ave Ste 6 Berkeley, CA 94709 |
|
51054xxxx6 |
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1 |
1 |
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| Fremont Bank |
6300 College Ave Ste 160, Oakland, CA 94618 |
|
51085xxxx1 |
a.a*****@f**********.com |
4.8 |
4 |
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7265 |
335 |
7300 |
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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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| Prime Cap Lending |
1300 Clay St Ste 600 Oakland, CA 94612 |
|
51059xxxx2 |
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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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| Advent Properties, Inc. |
1600 MacArthur Blvd, Oakland, CA 94602 |
|
51025xxxx8 |
ama*******@a******************.com |
4.2 |
56 |
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177 |
|
191 |
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| Whitter Trust Co |
505 Montgomery St, San Francisco, CA 94111 |
|
41528xxxx0 |
aau**@w************.com |
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164 |
13 |
195 |
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| Maddog Executive |
4300 Horton St Unit 15, Emeryville, CA 94608 |
|
51086xxxx5 |
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| The Social Equity Group |
2550 9th St Ste 204A, Berkeley, CA 94710 |
|
51064xxxx4 |
dun***@s***********.com |
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| Vitucci Integrated Planning |
2890 N Main St Ste 201 Walnut Creek, CA 94597 |
|
92537xxxx0 |
can****@v**************.com |
|
|
5 |
3 |
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103 |
|
111 |
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| Securities America Inc |
Oakland, CA 94610 |
|
51041xxxx1 |
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| Ridge Ventures |
1 Letterman Dr, San Francisco, CA 94129 |
|
41543xxxx0 |
ada*@r****.vc |
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| Tenzing Corp |
90 New Montgomery St, San Francisco, CA 94105 |
|
41564xxxx0 |
cka****@t*************.com |
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| PathWise |
1211 Newell Ave Ste 130 Walnut Creek, CA 94596 |
|
92593xxxx7 |
are*@p*******.co |
|
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5 |
1 |
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| Granite Capital Management |
5707 Redwood Rd # 3, Oakland, CA 94619 |
|
51033xxxx0 |
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| Phocas Financial |
980 Atlantic Ave Ste 106 Alameda, CA 94501 |
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51052xxxx0 |
cec*********@p**************.com |
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| Welty Capital Management |
3650 Mt Diablo Blvd, Lafayette, CA 94549 |
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92528xxxx0 |
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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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| Global Wealth Harbor |
1255 Treat Blvd Ste 300 Walnut Creek, CA 94597 |
|
34792xxxx6 |
c18*****************************@s*****.wixpress |
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5 |
1 |
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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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| Dennis H Fong, CFP |
6114 La Salle Ave Ste PMB 758 Oakland, CA 94611 |
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51033xxxx4 |
aar********@l**.com |
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| First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA |
235 Wildwood Ave, Piedmont, CA 94610 |
|
51060xxxx5 |
ew@f********************.com |
5 |
2 |
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| Hahn Capital Management |
601 Montgomery St Ste 840, San Francisco, CA 94111 |
|
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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| 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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| Edward Jones - Financial Advisor: Jason A. Russell |
5330 College Ave Ste 230 Oakland, CA 94618 |
|
51084xxxx2 |
a.j*********@e**********.com |
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5 |
1 |
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87631 |
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100000 |
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| Edward Jones - Financial Advisor: Daniel Jew |
2413 Webb Ave, Alameda, CA 94501 |
|
51052xxxx6 |
a.j*********@e**********.com |
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5 |
5 |
9 |
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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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| Northwest Asset Management |
131 Steuart St, San Francisco, CA 94105 |
|
41554xxxx7 |
sup****@c*******.com |
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| Friedkin Investment Co. |
480 3rd St, Oakland, CA 94607 |
|
51045xxxx0 |
ach**@f***********.com |
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| J Vitucci Financial Services Inc |
303 Arlington Ave, Berkeley, CA 94707 |
|
51052xxxx0 |
inf*@v**************.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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| Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services |
25 Orinda Way Ste 205, Orinda, CA 94563 |
|
92590xxxx0 |
dns*****@a***.com |
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398 |
10 |
390 |
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| American Express |
3508 Brighton Ave, Oakland, CA 94602 |
|
51084xxxx5 |
aar**@a**************.com |
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| Mariner Wealth Advisors |
6425 Christie Ave Ste 290 Emeryville, CA 94608 |
|
41592xxxx0 |
aal*************@m********************.com |
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1 |
1 |
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15 |
4400 |
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| Millie Capital Management |
250 Lafayette Cir, Lafayette, CA 94549 |
|
92582xxxx0 |
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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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| Gebhardtgroupinc |
3620 Happy Valley Rd, Lafayette, CA 94549 |
|
92528xxxx0 |
bet*@g***************.com |
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| RCM Robinson Capital Management |
27 Reed Blvd, Mill Valley, CA 94941 |
|
41577xxxx1 |
dou*@r**************.com |
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| Jake Cleary - BancWest Investment Services Financial Advisor |
2023 Mountain Blvd, Oakland, CA 94611 |
|
51056xxxx3 |
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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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| Stratagem Partnering |
595 Market St, San Francisco, CA 94105 |
|
41554xxxx4 |
ang********@e***********.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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| 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 |
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3 |
2 |
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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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| Pacific Precious Metals |
1330 Broadway Ave N Suite E Walnut Creek, CA 94596 |
|
92554xxxx6 |
inf*@p********************.com |
5 |
8 |
4.7 |
13 |
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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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| Arch Hoffman - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
rbc*********@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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| Protiviti |
555 Market St Ste 1800, San Francisco, CA 94105 |
|
41540xxxx0 |
a.s*****@p********.com |
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|
6752 |
|
6800 |
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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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| Mackenzie Capital Management |
89 Davis Rd, Orinda, CA 94563 |
|
92523xxxx3 |
ber*****@m***************.com |
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| Investment Consultants |
880 Peru Ave, San Francisco, CA 94112 |
|
41589xxxx6 |
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| Wen Capital Advisory Group |
11100 San Pablo Ave Ste 210, El Cerrito, CA 94530 |
|
80091xxxx0 |
cyn****@w**********.com |
|
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5 |
9 |
44 |
|
43 |
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| Artemis Investments |
Lake Merritt Plaza, 1999 Harrison St 18th floor, Oakland, CA 94612 |
|
51078xxxx6 |
col**@i****************.com |
5 |
5 |
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| Farralon Udom - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx9 |
mic************@r**.com |
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| Loans By Grace |
66 Franklin St Ste 300 Oakland, CA 94607 |
|
51037xxxx0 |
c18*****************************@s*****.wixpress |
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434 |
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487 |
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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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| Hannah Wealth Management |
675 Hegenberger Rd Ste 223, Oakland, CA 94621 |
|
51020xxxx1 |
gha****@r********************.com |
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| Siebert Brandford Shank & Co |
Lake Merritt Plaza, 1999 Harrison St, Oakland, CA 94612 |
|
51064xxxx5 |
ach****@s**************.com |
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| Mark A. Friedman |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx0 |
ale***@f************.com |
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| Broadway Wealth Management Of LPL Financial |
505 14th Street Suite 900, 928, 929, 930, 931 & 937, Oakland, CA 94612 |
|
51090xxxx0 |
aar********@l**.com |
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| Campodonico Investments |
600 California St, San Francisco, CA 94108 |
|
41536xxxx2 |
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| Wells Fargo Private Bank |
420 Montgomery St, San Francisco, CA 94104 |
|
41539xxxx8 |
aar**********@w*********.com |
2 |
8 |
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153030 |
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| Scott Esco - Ameriprise Financial Advisor |
1255 Treat Blvd Ste 220 Walnut Creek, CA 94597 |
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cas*************@a***.com |
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1 |
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| Lawrence Investment Co |
80230 Marion Ct, Lafayette, CA 94549 |
|
92528xxxx6 |
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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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| EntreFolio Wealth Management |
344 20th St, Oakland, CA 94611 |
|
41591xxxx2 |
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5 |
7 |
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| Avondale Conquest |
631 Bridgeway, Sausalito, CA 94965 |
|
41533xxxx6 |
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| Gmo Emerging Markets |
2150 Shattuck Ave Berkeley, CA 94704 |
|
51064xxxx0 |
aal**********@g**.com |
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| Westview Properties |
1826 Clement Ave, Alameda, CA 94501 |
|
51067xxxx0 |
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5 |
1 |
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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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| Paul Di Leo |
Oakland, CA 94611 |
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5 |
5 |
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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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| Ginsburg Larry P Cfp Financial Advisor |
6201 Medau Pl Oakland, CA 94611 |
|
51033xxxx3 |
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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 |
|
100000 |
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| Rockwood Wealth Management |
68 Rockwood Ct, San Francisco, CA 94127 |
|
41559xxxx7 |
ste***********@r*********.com |
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| Abundant Management |
2912 14th Ave, Oakland, CA 94606 |
|
51043xxxx0 |
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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 |
|
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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| L and B Capital Investments |
Oakland, CA 94621 |
|
92528xxxx2 |
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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 |
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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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| A VIC Joy Holdings (HK) Limited |
香港1905A 19/F Intl Commerce Ctr Rm |
|
85229xxxxx0 |
hk@i*****.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: 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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| 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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| Palisade Financial |
4801 Harbord Dr Oakland, CA 94618 |
|
41520xxxx9 |
dav**@p****************.com |
|
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5 |
6 |
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| Cos and Company |
90 Heather Ave Apt 304, San Francisco, CA 94118 |
|
41530xxxx0 |
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| Calera Capital Advisors LP |
425 California St, San Francisco, CA 94104 |
|
60466xxxx8 |
bab***@c************.com |
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| Del Camp Investments Inc |
2120 Market St, San Francisco, CA 94114 |
|
41562xxxx1 |
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| Morgan Stanley Financial Advisors |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51083xxxx0 |
acm***********@m************.com |
5 |
1 |
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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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| Falcon Bridge Capital LLC |
1999 Harrison St #1575, Oakland, CA 94612 |
|
92528xxxx1 |
c09*****************************@s*****.wixpress |
5 |
1 |
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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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| TrueVir Financial |
490 Chadbourne Rd Ste A100 Fairfield, CA 94534 |
|
51092xxxx7 |
inf*@t***************.com |
|
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5 |
3 |
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| Property Investment Services |
1300 Encinal Ave, Alameda, CA 94501 |
|
51052xxxx5 |
ace@i******.com |
3.6 |
7 |
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| Stewart & Patten Co |
1 Post St Ste 850, San Francisco, CA 94104 |
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41542xxxx2 |
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| Randi Bednarczyk - Diamond Oak Wealth Partners |
1840 San Miguel Dr Ste 202 Walnut Creek, CA 94596 |
|
92547xxxx4 |
ran*************@d***************.com |
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5 |
3 |
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| Gerding Edlen Investment Management |
201 Clay St, San Francisco, CA 94111 |
|
41539xxxx1 |
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| Semloh Financial Inc |
15 Altarinda Rd, Orinda, CA 94563 |
|
92525xxxx0 |
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| Money Management International |
1901 Harrison St Ste 1100, Oakland, CA 94612 |
|
51063xxxx7 |
ada********@m**************.org |
4.7 |
13 |
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| Lakeside Investment Company |
475 14th St Oakland, CA 94612 |
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51033xxxx8 |
dha****@l**************.com |
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| Waldenvc |
Walden Vc 750 Battery St, San Francisco, CA 94111 |
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41539xxxx5 |
art@w*******.com |
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| Eagle Investment Service |
5498 Geary Blvd, San Francisco, CA 94121 |
|
41537xxxx3 |
agl****@s***********.com |
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| Prospect Capital |
1 Front St Ste 1475, San Francisco, CA 94111 |
|
41598xxxx0 |
abh*****@p**********.com |
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| Paladin Capital Management |
235 Montgomery St Ste 1146, San Francisco, CA 94104 |
|
41598xxxx5 |
pad*****@p*********.com |
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| Cynthia Leitman Cfp |
235 Somerset Rd, Piedmont, CA 94611 |
|
51060xxxx9 |
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| Hill Investment Co |
1201 California St, San Francisco, CA 94109 |
|
41577xxxx0 |
ame***@s******.com |
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| Krumrei & Ross Inc |
3 Tracy Ct, Moraga, CA 94556 |
|
92537xxxx2 |
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| Francisco Partners |
1 Letterman Dr, San Francisco, CA 94129 |
|
41541xxxx0 |
ada**@f****************.com |
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| Rockefeller Capital Management |
2 Embarcadero Ctr Ste 2320, San Francisco, CA 94111 |
|
41583xxxx0 |
aha**@r*****.com |
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| Egm Capital |
2 Embarcadero Ctr, San Francisco, CA 94111 |
|
41578xxxx0 |
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| Elmwood Wealth Management Inc |
2027 4th St, Berkeley, CA 94710 |
|
51085xxxx3 |
bob@e************.com |
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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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| Capital Advantage Inc |
3708 Mt Diablo Blvd Ste 200, Lafayette, CA 94549 |
|
92529xxxx0 |
adm**@c***************.com |
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57 |
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62 |
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| Smart Compass Investments |
275 Joaquin Ave, San Leandro, CA 94577 |
|
51096xxxx5 |
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| Curtis Financial Group |
3824 Grand Ave, Oakland, CA 94610 |
|
51045xxxx8 |
ale*@c**********************.com |
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2181 |
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2100 |
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| The Addington Group |
345 California St, San Francisco, CA 94104 |
|
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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| Dombrowski Wealth Management |
Serving theOakland Area |
|
92593xxxx6 |
cat*****************@c*******.com |
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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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| Ryder Brose, MFP RFC |
1320 Mt Diablo Blvd Ste 200 Walnut Creek, CA 94596 |
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5 |
1 |
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| Castro, Peter De |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
rbc*********@r**.com |
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14743 |
|
16000 |
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| Ripple |
300 Montgomery St, San Francisco, CA 94104 |
|
41534xxxx0 |
abc**@r*****.com |
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2664 |
|
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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| Internet Securities |
300 Frank H. Ogawa Plaza # 210, Oakland, CA 94612 |
|
51044xxxx0 |
a@i**********.com |
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| Edward Jones - Financial Advisor: Joshua Wulkan |
1301 Solano Ave Ste 201, Albany, CA 94706 |
|
51023xxxx5 |
a.j*********@e**********.com |
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| Austin Investment Enterprise S |
133 S 18th St, Richmond, CA 94804 |
|
51055xxxx6 |
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| Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ |
1050 Marina Village Pkwy Suite 100, Alameda, CA 94501 |
|
51052xxxx9 |
a.j*********@e**********.com |
5 |
2 |
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87631 |
|
100000 |
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| Sasser Investment Management |
436 14th St UNIT 805, Oakland, CA 94612 |
|
51083xxxx0 |
bra*@s****************.com |
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| Christopher Ransom Investments LLC |
1300 Clay St Suite 600, Oakland, CA 94612 |
|
51034xxxx4 |
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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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|
14777 |
|
16000 |
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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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| JMR Capital Management Inc |
2936 Domingo Ave Ste 5, Berkeley, CA 94705 |
|
51052xxxx5 |
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| Orchid Group Holdings |
555 California St, San Francisco, CA 94104 |
|
41587xxxx0 |
ake******@a***********.net |
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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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| Morfin Financial Services |
264 Arlington Ave, Kensington, CA 94707 |
|
51052xxxx4 |
c18*****************************@s*****.wixpress |
3.7 |
3 |
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| Bay Grove Capital |
801 Montgomery St, San Francisco, CA 94133 |
|
41522xxxx3 |
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| Financial Network |
15261 Hesperian Blvd, San Leandro, CA 94578 |
|
51031xxxx0 |
bea*@c*********.com |
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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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| Utopia Property Management | San Leandro, CA |
14507 Catalina St Ste A, San Leandro, CA 94577 |
|
51055xxxx1 |
aar**@u***************.com |
4.6 |
69 |
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| Axiom Advisory Service |
1 Sansome St, San Francisco, CA 94104 |
|
41548xxxx1 |
hel**@a************.com |
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| Ruderman Investment Management |
Alameda, CA 94501 |
|
51022xxxx5 |
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5 |
1 |
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| Kevin M. Furlong Investment Management |
300 Montgomery St Ste 1104, San Francisco, CA 94104 |
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41595xxxx1 |
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| Alpine Investors |
1 California St, San Francisco, CA 94111 |
|
41539xxxx0 |
aga****@a**************.com |
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| Brightpath Capital Partners, LP. |
1 Kaiser Plaza STE 650, Oakland, CA 94612 |
|
51048xxxx0 |
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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 |
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41539xxxx0 |
dns*****@a***.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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| Ansil Realty & Investment Co |
3701 Mt Diablo Blvd, Lafayette, CA 94549 |
|
92596xxxx0 |
han*******@b*****.com |
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163 |
406 |
156 |
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| Morgan Stanley |
555 California St, San Francisco, CA 94104 |
|
41598xxxx8 |
abh*******@t*********************.com |
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| Rittmann Capital Management |
1660 School St Ste 106B, Moraga, CA 94556 |
|
92538xxxx3 |
ma**@r**************.com |
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| Friedkin Investment Company |
480 3rd St, Oakland, CA 94607 |
|
51045xxxx0 |
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| Rubicon Mortgage Fund |
3575 Mt Diablo Blvd Ste 215 Lafayette, CA 94549 |
|
92528xxxx9 |
mar******@r**********.net |
5 |
15 |
5 |
1 |
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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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| 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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| Vault Chasing Investments |
20 Orinda Way Unit Ste 1841 Orinda, CA 94563 |
|
51025xxxx1 |
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| Ian McGee - Ameriprise Financial Services |
1333 N California Blvd Ste 630 Walnut Creek, CA 94596 |
|
92529xxxx0 |
dns*****@a***.com |
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5 |
2 |
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| Green Retirement |
909 Marina Village Pkwy Ste 587 Alameda, CA 94501 |
|
51063xxxx1 |
jam**@g**************.com |
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5 |
3 |
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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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| Marquardt Property Management |
4164 MacArthur Blvd, Oakland, CA 94619 |
|
51053xxxx0 |
acc*******@m*********.com |
4.1 |
39 |
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| Edward Jones - Financial Advisor: Matthew M Tekeste |
2413 Webb Ave Ste D, Alameda, CA 94501 |
|
51052xxxx6 |
a.j*********@e**********.com |
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87384 |
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100000 |
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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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| Blume Capital Management Inc |
1708 Shattuck Ave. # 3, Berkeley, CA 94709 |
|
51054xxxx4 |
amy********@b***********.com |
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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 |
|
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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| 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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| Wells Richard H CPA |
401 Grand Ave Ste 390 Oakland, CA 94610 |
|
51083xxxx0 |
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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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| 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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| Outstanding Investments Company |
2450 Washington Ave #100, San Leandro, CA 94577 |
|
51035xxxx0 |
f.r*****@o********.com |
5 |
1 |
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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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| Jonathan’s Financial Services |
Oakland, CA 94606 |
|
51086xxxx4 |
aar**@p********.com |
|
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|
44317 |
|
50000 |
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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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| 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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| Inman Investment Management |
4 Orinda Way Ste 260B, Orinda, CA 94563 |
|
92525xxxx1 |
aad***@t********.com |
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| Moirai Capital Mgmt |
708 Montgomery St, San Francisco, CA 94111 |
|
41598xxxx1 |
aat***@m*****.com |
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| Cypress Properties Group |
985 Moraga Rd Ste 214, Lafayette, CA 94549 |
|
92528xxxx0 |
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| California Commercial Investments |
300 Frank H Ogawa Plz Ste 340 Oakland, CA 94612 |
|
51026xxxx0 |
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| Aegis Capital Management |
Emeryville, CA 94662 |
|
51065xxxx3 |
afr****************@a***********.com |
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| Jarrett Topel, CFP |
2907 Claremont Ave Ste 111 Berkeley, CA 94705 |
|
51089xxxx0 |
gav**@t****.com |
|
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|
119 |
|
115 |
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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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|
| Doug Franks - Edward Jones |
1150 Ballena Blvd Ste 100 Alameda, CA 94501 |
|
51052xxxx4 |
acc**********@e**********.com |
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87631 |
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100000 |
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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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| 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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| De Luna Partners Inc |
25 Orinda Way Ste 305, Orinda, CA 94563 |
|
92525xxxx0 |
jdl@d*************.com |
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| H C Financial Advisors Inc |
3685 Mt Diablo Blvd Ste 200, Lafayette, CA 94549 |
|
92529xxxx0 |
a.c******@t*************.com |
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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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| Berkeley Insurance & Financial Services |
555 Pierce St Ste 2 Albany, CA 94702 |
|
51098xxxx1 |
a.i****@b****.com |
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4.7 |
3 |
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| Blaylock Beal Van, LLC |
350 Frank H. Ogawa Plaza 10th floor, Oakland, CA 94612 |
|
51020xxxx0 |
aav***@b******.com |
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| North Berkeley Investment Partners |
900 Colusa Ave, Berkeley, CA 94707 |
|
51052xxxx0 |
car*****@n**********************.com |
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568 |
23 |
548 |
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| I P O Corporate Law Group P C |
725 Washington St Oakland, CA 94607 |
|
51026xxxx7 |
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| Edward Jones - Financial Advisor: Deb Knowles |
2412 Central Ave Alameda, CA 94501 |
|
51074xxxx3 |
a.j*********@e**********.com |
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4 |
4 |
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87631 |
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100000 |
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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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| Laird Norton Wetherby |
580 California St 8th floor, San Francisco, CA 94104 |
|
41539xxxx9 |
emo***@l**********.com |
5 |
2 |
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| Urban Pioneer |
3129 Fillmore St, San Francisco, CA 94123 |
|
41581xxxx7 |
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| Bersot Capital Management |
466 Green St, San Francisco, CA 94133 |
|
41538xxxx7 |
85c*************************************@w*****************.com |
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| Susan Gavrich, CFP |
1517 Fountain St Alameda, CA 94501 |
|
51086xxxx1 |
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| Creekside Partners |
3595 Mt Diablo Blvd Ste 300, Lafayette, CA 94549 |
|
92528xxxx0 |
19d*************************************@w*****************.com |
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| Billy Guan, Real Estate and Financial Professional |
Walnut Creek, CA 94596 |
|
53034xxxx4 |
ali****@r********.com |
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5 |
4 |
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| Castle Crow & Co |
100 Spear St, San Francisco, CA 94105 |
|
41554xxxx0 |
ada**@c*********.com |
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| Barnes Capital |
3503 Mt Diablo Blvd, Lafayette, CA 94549 |
|
92528xxxx3 |
bxx*******@b************.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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| Wada Capital Management |
11100 San Pablo Ave, El Cerrito, CA 94530 |
|
51023xxxx0 |
inf*@w**********.com |
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| Weinstein Commercial Investment |
360 17th St Ste 204, Oakland, CA 94612 |
|
51076xxxx6 |
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| Morgan Stanley |
21 Woodside Dr, Moraga, CA 94556 |
|
51064xxxx0 |
aal*******@m************.com |
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113322 |
3096 |
131000 |
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| Lone Wolf Financial |
66 Franklin Street Ste 300 Oakland, CA 94607 |
|
80098xxxx1 |
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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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| Mosher Financial Advisors |
3658 Mt Diablo Blvd Ste 210 Lafayette, CA 94549 |
|
92528xxxx0 |
inf*@m*************.com |
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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 |
|
16000 |
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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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| The Nickel Cox Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
rbc*********@r**.com |
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12807 |
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| Edward Jones - Financial Advisor: Nick Wilson |
370 Highland Ave Ste 201 Piedmont, CA 94611 |
|
51054xxxx9 |
acc**********@e**********.com |
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|
87631 |
|
100000 |
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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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| Kevin Kennedy |
1516 Oak St Ste 101, Alameda, CA 94501 |
|
51074xxxx8 |
ji**@k**************.com |
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58 |
2 |
61 |
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| Edward Jones - Financial Advisor: Max Goldin |
1336 Park St Ste D Alameda, CA 94501 |
|
51074xxxx1 |
acc**********@e**********.com |
|
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|
87631 |
|
100000 |
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| Berkeley Asset Management |
Berkeley, CA 94702 |
|
51054xxxx8 |
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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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| Diane Kohler - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
dia*********@r**.com |
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| Givens Investment Company |
1730 Solano Ave Unit A, Berkeley, CA 94707 |
|
51052xxxx0 |
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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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| Pe Financial Group |
3 Harbor Dr Ste 107, Sausalito, CA 94965 |
|
41533xxxx4 |
joh******@p***************.com |
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| California Capital Group |
300 Frank H Ogawa Plz Ste 340, Oakland, CA 94612 |
|
51026xxxx0 |
|
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5 |
16 |
107 |
|
116 |
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|
| Benjamin Martin Bloom |
Lafayette, CA 94549 |
|
87790xxxx0 |
ben@b*************.com |
|
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5 |
2 |
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| Alecta Real Estate |
100 Drumm St, San Francisco, CA 94111 |
|
41532xxxx0 |
|
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| Mansell Capital Management |
1545 Verdi St Suite #A, Alameda, CA 94501 |
|
51069xxxx3 |
jsm***@m*************.com |
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| Maximus Real Estate Partners |
1 Maritime Plz Ste 1900, San Francisco, CA 94111 |
|
41558xxxx2 |
|
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|
| Gaylord Wealth Management |
3145 Geary Blvd Ste 717 San Francisco, CA 94118 |
|
41555xxxx2 |
con****@p*************.org |
|
|
5 |
2 |
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|
| Citrine Capital |
535 Mission St 14th floor, San Francisco, CA 94105 |
|
41549xxxx2 |
inf*@c*********************.com |
5 |
15 |
|
|
|
|
378 |
4 |
386 |
|
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| Champion Investment |
301 Village Sq, Orinda, CA 94563 |
|
92525xxxx1 |
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| Ams Asset Management Co |
25 Stillman St, San Francisco, CA 94107 |
|
41590xxxx1 |
har******@a*******.com |
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| Baker Street Advisors |
455 Market St, San Francisco, CA 94105 |
|
41534xxxx0 |
ada*@b******************.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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| Tdc Asset Management |
1999 Harrison St Ste 1300, Oakland, CA 94612 |
|
51027xxxx5 |
inf*@r********.com |
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996 |
8 |
1000 |
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| Margaret Pierattini |
111 Pine St 11th Fl, San Francisco, CA 94111 |
|
41529xxxx4 |
add********@f************.com |
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| Mindful Money |
Berkeley, CA 94704 |
|
51084xxxx2 |
jon*****@m******.money |
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5 |
19 |
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9740 |
|
9700 |
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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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| CEP Emery Tech Investors |
1400 65th St Emeryville, CA 94608 |
|
51060xxxx0 |
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4 |
1 |
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| Ares Management - Oakland |
1901 Harrison St, Oakland, CA 94612-3508 |
|
51084xxxx9 |
a@a*******.com |
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| Wells Capital Management |
525 Market St, San Francisco, CA 94105 |
|
41539xxxx0 |
aan******@w*******.com |
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| RNK Pacific Investments |
Oakland, CA 94621 |
|
51038xxxx7 |
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| Bill Grayson - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx5 |
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| Millionaire Marketing Machine |
5636 Bancroft Ave Apt 108, Oakland, CA 94605 |
|
51023xxxx8 |
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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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| Osterweis Capital Management |
1 Maritime Plz Ste 3800, 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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| BNY Mellon Wealth Management San Francisco CA |
555 Mission St, San Francisco, CA 94105 |
|
41596xxxx5 |
jes************@b********.com |
5 |
1 |
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| Weber Capital Management |
340 Pine St, San Francisco, CA 94104 |
|
41536xxxx7 |
chi******@w***********.com |
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| Quay Partners Us Inc |
2 Bates Blvd, Orinda, CA 94563 |
|
92538xxxx7 |
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| Cambridge Investments Limited |
2 Belvedere Pl Ste 320, Mill Valley, CA 94941 |
|
41538xxxx3 |
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| Bay Area Investment Company |
PO Box 17195, Oakland, CA 94601 |
|
51053xxxx8 |
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| Vega Capital Group |
100 Bush St, San Francisco, CA 94104 |
|
41531xxxx0 |
doe****@v**********.com |
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| Edward Jones - Financial Advisor: Judy Ho |
1150 Ballena Blvd Ste 100 Alameda, CA 94501 |
|
51052xxxx4 |
a.j*********@e**********.com |
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5 |
1 |
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87631 |
|
100000 |
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| Eng Financial Corp |
2212 Arlington Blvd, El Cerrito, CA 94530 |
|
51023xxxx5 |
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| Deyoe Wealth Management Inc |
2150 Shattuck Ave, Berkeley, CA 94704 |
|
51084xxxx2 |
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| Gapper, Douglas |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
joh*******@c*.rbcwealthmanagement |
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|
14743 |
|
16000 |
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| Blume Capital Management |
1708 Shattuck Ave Ste 2 Berkeley, CA 94709 |
|
51054xxxx4 |
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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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| Topel & DiStasi Wealth Management |
2907 Claremont Ave, Berkeley, CA 94705 |
|
51089xxxx0 |
gav**@t****.com |
|
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119 |
|
115 |
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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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| FV Asset Management Inc. |
6114 La Salle Ave #710, Oakland, CA 94611 |
|
65099xxxx9 |
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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 |
|
100000 |
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| Main Street Research |
30 Liberty Ship Way, Sausalito, CA 94965 |
|
41528xxxx0 |
aar*******@m**********.com |
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| Dale Marie Golden |
Oakland, CA 94610 |
|
51089xxxx6 |
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5 |
28 |
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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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| Scott Gailey - Ameriprise Financial Services |
1333 N California Blvd Ste 630 Walnut Creek, CA 94596 |
|
92529xxxx0 |
cyn*************@a***.com |
|
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5 |
1 |
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| Gridley Associates Inc |
580 California St Ste 1600, San Francisco, CA 94104 |
|
41539xxxx0 |
inf*@g****************.com |
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| Marin Wealth Advisors LLC Oakland |
1901 Harrison St Ste 1100, Oakland, CA 94612 |
|
51021xxxx0 |
inf*@m******************.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 |
|
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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| Bessemer Trust Private Wealth Management San Francisco CA |
101 California St Ste 2500, San Francisco, CA 94111 |
|
41529xxxx0 |
bes********************@a*********.email |
|
15 |
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| Defined Financial Planning |
2413 Webb Ave Ste B Alameda, CA 94501 |
|
51020xxxx5 |
eve***@d**************.com |
|
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5 |
1 |
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|
130 |
2 |
143 |
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| Babylon Wealth Management |
1501 N Broadway Ste 204 Walnut Creek, CA 94596 |
|
92544xxxx0 |
sto***@b************.com |
5 |
4 |
|
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|
173 |
|
174 |
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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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| Edward Jones - Financial Advisor: Joe Trevino, CFP® |
370 Highland Ave Ste 202, Piedmont, CA 94611 |
|
51065xxxx5 |
a.j*********@e**********.com |
|
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|
87631 |
|
100000 |
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| Marin Wealth Advisors |
1901 Harrison St Ste 1100 Oakland, CA 94612 |
|
51021xxxx0 |
inf*@m******************.com |
|
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5 |
13 |
132 |
|
130 |
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|
| Wells Fargo Home Mortgage |
420 Montgomery St Frnt, San Francisco, CA 94104 |
|
41539xxxx9 |
aar*********@w*********.com |
2.3 |
3 |
|
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5 |
|
5 |
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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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| Oh We Fancy |
1901 Harrison St Ste 1100 Oakland, CA 94612 |
|
80077xxxx3 |
sal**@s******.com |
|
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|
4843 |
|
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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 |
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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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| Adelante Capital Management |
1101 Marina Village Pkwy, Alameda, CA 94501 |
|
51098xxxx0 |
adm**********@m**********.com |
5 |
1 |
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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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| Vaquero Capital |
1414 Castro St # D, San Francisco, CA 94114 |
|
41579xxxx0 |
abo****@v*********.com |
5 |
1 |
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| Stephens Investment Management |
440 Pacific Ave, San Francisco, CA 94133 |
|
41567xxxx0 |
ada*@b****************.com |
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| DHR Investment Counsel |
5435 College Ave Oakland, CA 94618 |
|
51059xxxx0 |
d.r*****@d*********.com |
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| Jaimee Bulaso |
1718 Ringwood Ave, Ste 1000, Hayward, CA 94541 |
|
65066xxxx8 |
dns******@a*******.com |
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| DHR Investment Counsel Ltd. |
5435 College Ave Ste 200, Oakland, CA 94618 |
|
51059xxxx0 |
d.r*****@d*********.com |
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| Fama Capital Wealth Management |
505 Montgomery St 11th Fl, San Francisco, CA 94111 |
|
41587xxxx8 |
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| Conversant Wealth Management |
500 La Gonda Way, Danville, CA 94526 |
|
92543xxxx0 |
inf*@c***************.com |
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| Daniel Sanom |
200 Pringle Ave Ste 550 Walnut Creek, CA 94596 |
|
92597xxxx0 |
dan***********@a***.com |
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5 |
1 |
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| Pershing |
100 Pine St, San Francisco, CA 94111 |
|
41577xxxx0 |
aag*******@p*******.com |
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3072 |
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3200 |
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| Simeon Properties Inc |
655 Montgomery St, San Francisco, CA 94111 |
|
41598xxxx2 |
aba****@s*************.com |
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| Royal Alliance Assoc Inc |
21573 Foothill Blvd, Hayward, CA 94541 |
|
92594xxxx1 |
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| James Buckley |
111 Pine St, San Francisco, CA 94111 |
|
41529xxxx9 |
acc************@f************.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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| B Riley FBR |
1 Embarcadero Ctr, San Francisco, CA 94111 |
|
41524xxxx0 |
aal*****@f**.com |
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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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| 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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| Real Property Management Pacific |
3911 Harrison St Ste 201, Oakland, CA 94611 |
|
51090xxxx4 |
131***@b****************.com |
5 |
23 |
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33 |
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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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| Rich Estate Investment, LLC |
2450 Washington Ave #100, San Leandro, CA 94577 |
|
51083xxxx8 |
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| Discovery Investments Inc |
3521 Grand Ave, Oakland, CA 94610 |
|
51058xxxx0 |
inf*@d**********.com |
3.2 |
34 |
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108 |
3 |
112 |
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4 |
50 |
| Bob Jersin, CFA, CPA, MBA -Jersin Financial Services |
931 Hartz Way Ste 120 Danville, CA 94526 |
|
92572xxxx0 |
bob@j**************.com |
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5 |
1 |
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| Sutro Advisors |
San Francisco, CA 94123 |
|
41561xxxx6 |
mxx********@s************.com |
|
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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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| Terramont Infrastructure Partners |
535 Mission St, San Francisco, CA 94105 |
|
21257xxxx9 |
inf*@t*************.com |
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| Merk Investments |
455 Market St Ste 970, San Francisco, CA 94105 |
|
41559xxxx0 |
agm@m**************.com |
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206 |
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| Charles Schwab |
1995 University Ave Ste 100 Berkeley, CA 94704 |
|
51066xxxx6 |
ian***********@s*****.com |
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1.9 |
21 |
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| Partech International |
50 California St Ste 3600, San Francisco, CA 94111 |
|
41578xxxx9 |
aar************@c*******.com |
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| Brian T. Chinn |
111 Pine St, San Francisco, CA 94111 |
|
41536xxxx0 |
acc************@f************.com |
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90275 |
|
115000 |
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| Equity Remedy Financial |
344 Thomas L Berkley Way Ste 3-F Oakland, CA 94612 |
|
51028xxxx7 |
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| Benford & Associates |
2070 Mountain Blvd Oakland, CA 94611 |
|
80092xxxx8 |
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| Interfunds |
6251 Hollis St Emeryville, CA 94608 |
|
51059xxxx3 |
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| Stahl-Woolridge Investment Properties |
105 2nd St, Oakland, CA 94607 |
|
51083xxxx9 |
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| Asti Financial Management |
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|
51052xxxx7 |
eil***@a************.com |
4.7 |
3 |
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| Delta Investment Management |
708 Montgomery St, San Francisco, CA 94111 |
|
41524xxxx7 |
how*****@d******.com |
5 |
1 |
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| Umpqua Bank |
3938 24th St, San Francisco, CA 94114 |
|
41526xxxx0 |
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| Transformational Investing |
2819 Regatta Dr, Oakland, CA 94601 |
|
51069xxxx1 |
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| AK Global Asset Management |
1300 Clay St, Oakland, CA 94612 |
|
51046xxxx8 |
akw**@a**********.com |
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| Ribera Investment Management |
875 Island Dr, Alameda, CA 94502 |
|
51052xxxx2 |
joh*@r****************.com |
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| Glynn Capital |
601 California St 12th floor suite 1200, San Francisco, CA 94108 |
|
65085xxxx5 |
ali***@g***********.com |
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| The Claremont Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx5 |
acc**********@m************.com |
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| Bradley & Company |
One Market Plz Ste 3600 San Francisco, CA 94105 |
|
41565xxxx0 |
abo**@b********.com |
|
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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 |
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41577xxxx1 |
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| Edward Jones |
935 Marina Village Pkwy Alameda, CA 94501 |
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51052xxxx4 |
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1 |
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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 |
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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 |
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41569xxxx0 |
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| Compass Equity Advisors |
101 Montgomery St Ste 1400, San Francisco, CA 94104 |
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41532xxxx0 |
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| Jill Hollander Cfp |
2608 9th St Ste 302, Berkeley, CA 94710 |
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51084xxxx7 |
bpo*@f*******************.com |
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| John Stokes Financial |
1 Sansome St Ste 3500 San Francisco, CA 94104 |
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41559xxxx5 |
ala**@j******************.com |
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5 |
2 |
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| Earnest |
535 Mission St, San Francisco, CA 94105 |
|
88860xxxx1 |
ac1*************************************@c******.gandi |
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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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| 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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| CIBC Private Wealth Management |
3 Embarcadero Ctr, San Francisco, CA 94111 |
|
41543xxxx4 |
a.l***@a************.com |
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| Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services |
25 Orinda Way Ste 205, Orinda, CA 94563 |
|
92590xxxx0 |
dns*****@a***.com |
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398 |
10 |
390 |
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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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| 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 |
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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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| 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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| Wellington Property Co |
6400 Moraga Ave #4, Oakland, CA 94611 |
|
51033xxxx8 |
ana**********@w*******************.com |
2.3 |
25 |
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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 |
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469000 |
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| Rittmann Capital Management |
2 Theatre Sq Ste 217, Orinda, CA 94563 |
|
92525xxxx5 |
ma**@r**************.com |
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| Merrill Lynch Wealth Management |
1995 University Ave, Berkeley, CA 94704 |
|
51054xxxx0 |
aas***********@m*.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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| Orinda Asset Management |
4 Orinda Way, Orinda, CA 94563 |
|
92525xxxx0 |
cki*********@o**********.com |
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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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| Mc Taylor Associates |
1 Kaiser Plz Ste 1465 Oakland, CA 94612 |
|
51098xxxx2 |
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| Li Zhang Financial Services Inc |
601 Montgomery St, San Francisco, CA 94111 |
|
41521xxxx4 |
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| Impact Hub |
901 Mission St, San Francisco, CA 94103 |
|
41562xxxx1 |
a.n******@i***********.org |
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| IMK Investment LLC |
1 Embarcadero CTR STE 500, San Francisco, CA 94111 |
|
41540xxxx0 |
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| Balance Financial Planning |
5438 Shafter Ave Oakland, CA 94618 |
|
51084xxxx2 |
che***@b********.com |
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5 |
2 |
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| openworldproperties.com |
1111 Broadway #300, Oakland, CA 94607 |
|
51025xxxx6 |
eli******@o******************.com |
4.1 |
30 |
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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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| 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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| Fremont Bank |
1480 E 14th St, San Leandro, CA 94577 |
|
51061xxxx1 |
a@f**********.com |
4.3 |
11 |
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7265 |
335 |
7300 |
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| Topel & DiStasi Wealth Management |
2907 Claremont Ave Ste 111 Berkeley, CA 94705 |
|
51089xxxx0 |
gav**@t****.com |
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5 |
1 |
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| Nollenberger McCullough Investment Associates |
100 Shoreline Hwy, Mill Valley, CA 94941 |
|
41595xxxx0 |
bru***@n******.com |
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| Morgan Stanley Wealth Management |
1 Sansome St Ste 1400, San Francisco, CA 94104 |
|
41598xxxx0 |
aar***********@m***********************.com |
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| First Republic Bank - Temp. CLOSED |
224 Brookwood Rd Orinda, CA 94563 |
|
92525xxxx3 |
aa@f************.com |
3.7 |
6 |
4.1 |
18 |
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| Fort Street Investment Corp. |
425 California St, San Francisco, CA 94104 |
|
41539xxxx0 |
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| Merrill Investment & Retirement Financial Center |
388 9th St STE 168, Oakland, CA 94607 |
|
51020xxxx0 |
dom*****************@b************.com |
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| Grodin Financial Services |
14515 Catalina St, San Leandro, CA 94577 |
|
51035xxxx5 |
545*************************************@w*****************.com |
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| Pollak & Pollak Wealth Management - Ameriprise Financial Services |
25 Orinda Way Ste 205, Orinda, CA 94563 |
|
92590xxxx0 |
dns*****@a***.com |
|
2 |
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|
400 |
10 |
392 |
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| Grant Private Wealth Management Inc. |
1601 N Main St Ste 204 Walnut Creek, CA 94596 |
|
92537xxxx0 |
gra**@g***********.com |
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5 |
3 |
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33 |
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| ICA |
2044 Franklin St, Oakland, CA 94612 |
|
51027xxxx2 |
crc*********@t*******.gov |
5 |
1 |
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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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| StackedLife Financial Strategies |
1111 Broadway Fl 3 Oakland, CA 94607 |
|
92923xxxx8 |
dan*@s**********.com |
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| TAN Wealth Management |
San Francisco, CA 94112 |
|
41577xxxx8 |
tan@t******.com |
|
|
5 |
2 |
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| Fortune Financial Security Group |
3940 High St, Oakland, CA 94619 |
|
51033xxxx8 |
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| The Koda Investment Group |
5906 Alameda Ave, Richmond, CA 94804 |
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51077xxxx9 |
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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 |
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51084xxxx7 |
bpo*@f*******************.com |
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| Brouwer & Janachowski |
1831 Tiburon Blvd, Belvedere Tiburon, CA 94920 |
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41543xxxx0 |
cke****@f**********.com |
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| Thorne Asset Management |
716 Montgomery St, San Francisco, CA 94111 |
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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 |
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41539xxxx0 |
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| Edward Jones - Financial Advisor: Jerry Ostrander |
370 Highland Ave, Piedmont, CA 94611 |
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51054xxxx9 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Shum Financial Group |
1402 Park St Ste E Alameda, CA 94501 |
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51074xxxx2 |
cli**@s************.com |
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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 |
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41529xxxx0 |
a@v************.com |
1 |
2 |
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| Siebert Brandford Shank & Company |
1999 Harrison St Ste 2720, Oakland, CA 94612 |
|
51064xxxx5 |
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| Regan Financial Group |
145 Town And Country Dr Ste 101, Danville, CA 94526 |
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92582xxxx0 |
rob@r******************.com |
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| Jerry Ostrander - Edward Jones |
370 Highland Ave Piedmont, CA 94611 |
|
51054xxxx9 |
a.j*********@e**********.com |
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5 |
6 |
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87657 |
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100000 |
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| Cortese Investment Company |
3595 Mt Diablo Blvd, Lafayette, CA 94549 |
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92528xxxx3 |
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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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| 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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| Serene Investment Management LLC |
2625 Alcatraz Ave, Berkeley, CA 94705 |
|
41532xxxx5 |
ada*@s*******.com |
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| NWK Group |
50 California St Ste 1500, San Francisco, CA 94111 |
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41524xxxx0 |
chu****@n*******.com |
5 |
1 |
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| Trilogy Asset Management |
550 Hartz Ave Ste 200, Danville, CA 94526 |
|
92585xxxx8 |
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| Wealth Management Associate - U.S. Bancorp Investments: Arunesh Singh |
1998 Mountain Blvd, Oakland, CA 94611 |
|
51033xxxx6 |
aar************@u*****.com |
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345417 |
5420 |
348000 |
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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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| Transamerica Corporation |
600 Montgomery St, San Francisco, CA 94111 |
|
41598xxxx0 |
agn*********@t***********.ca |
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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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| McQuarrie Associates Inc. |
55 New Montgomery St, San Francisco, CA 94105 |
|
41549xxxx5 |
bru**@m******************.com |
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| Financial Avengers |
505 14th St, Oakland, CA 94612 |
|
41577xxxx4 |
cap****@f****************.com |
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14 |
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| Lenme Inc |
1111 Broadway Ste 300, Oakland, CA 94607 |
|
41554xxxx0 |
aar**********@f************.com |
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6524 |
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6900 |
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| Fit Inc |
2673 77th Ave, Oakland, CA 94605 |
|
51063xxxx1 |
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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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| Investment House Realty |
260 Los Altos Dr, Kensington, CA 94708 |
|
51052xxxx7 |
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| Mission Bay Capital |
953 Indiana St, San Francisco, CA 94107 |
|
41524xxxx0 |
dou*************@m****************.com |
5 |
1 |
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| GI Partners |
188 The Embarcadero Ste 700, San Francisco, CA 94105 |
|
41568xxxx0 |
agn**@g*********.com |
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| JW Harrison Financial - Lodestar |
1655 N Main St Ste 390 Walnut Creek, CA 94596 |
|
92583xxxx4 |
bry**@j*********.com |
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5 |
9 |
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| Merrill Lynch Wealth Management |
1111 Broadway 22nd Floor, Oakland, CA 94607 |
|
51020xxxx0 |
ari*********@m*.com |
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| Mosher & Ellis Financial, Inc. |
3658 Mt Diablo Blvd Ste 210, Lafayette, CA 94549 |
|
92528xxxx0 |
inf*@m*************.com |
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| Douglas R. Clough |
111 Pine St, San Francisco, CA 94111 |
|
41528xxxx4 |
add********@f************.com |
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| Andreason Elisabeth, CFP, CAP |
1333 N California Blvd Ste 133 Morgan Stanley Walnut Creek, CA 94596 |
|
92593xxxx9 |
int**********@m************.com |
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5 |
6 |
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| Berkeley Investment Advisors |
201 Spear St # 1100, San Francisco, CA 94105 |
|
51036xxxx0 |
ray*******@b*****************.com |
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| Financial Network Investment Corp |
9074 Broadway Ter, Oakland, CA 94611 |
|
51045xxxx4 |
bea*@c*********.com |
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| Infinity Financial Services |
211 10th St Ste 338, Oakland, CA 94607 |
|
51058xxxx0 |
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| Sampson Investment Management |
145 E Prospect Ave, Danville, CA 94526 |
|
92574xxxx9 |
pat****@s*****************.com |
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| Bay Area Investment Company, Inc. |
2648 International Blvd Ste 800, Oakland, CA 94601 |
|
51053xxxx8 |
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| Alina Bocu |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx5 |
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| Progressive Asset Management Inc |
499 14th St, Oakland, CA 94612 |
|
51028xxxx9 |
abl***@s*******.com |
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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 |
|
51052xxxx0 |
cec*********@p**************.com |
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| Seidler / Cattich Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx5 |
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| Fremont Group |
199 Fremont St, San Francisco, CA 94105 |
|
41551xxxx1 |
aal******@f***********.com |
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| Cogo Wolf Asset Management |
301 Clay St, San Francisco, CA 94111 |
|
41543xxxx0 |
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| Secure Your Future |
7901 Oakport St Ste 2800 Oakland, CA 94621 |
|
51086xxxx9 |
adm**@w*****************.com |
|
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|
4.8 |
889 |
23788 |
11713 |
28000 |
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| BTR Capital Management Inc |
550 Kearny St, San Francisco, CA 94108 |
|
41598xxxx0 |
ada*********************@w****************.com |
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| Brian Addington - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
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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|
| Edward Jones - Financial Advisor: Dave Parker |
413 Sycamore Valley Rd W, Danville, CA 94526 |
|
92583xxxx0 |
a.j*********@e**********.com |
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| Lula Financial |
66 Franklin St Fl 3 Oakland, CA 94607 |
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41563xxxx7 |
ami*@l************.com |
4.2 |
19 |
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45 |
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| Brian Addington |
111 Pine St, San Francisco, CA 94111 |
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41536xxxx4 |
add********@f************.com |
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| Focused Finances |
286 Santa Clara Ave, Oakland, CA 94610 |
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51076xxxx1 |
ji**@f**************.com |
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259 |
2 |
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| Merrill Lynch Wealth Management |
101 California St 24th Fl, San Francisco, CA 94111 |
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41527xxxx0 |
ale*********@m*.com |
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| Tom Beaty |
111 Pine St, San Francisco, CA 94111 |
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41526xxxx8 |
add********@f************.com |
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| Ferris Robert L |
580 California St, San Francisco, CA 94104 |
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41557xxxx9 |
bry*************@r**********.com |
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| Catamount Ventures Management |
400 Pacific Ave, San Francisco, CA 94133 |
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41527xxxx0 |
inf*@c****************.com |
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| Catalyst Financial Planning & Investment Management |
70 Washington St Ste 203 Oakland, CA 94607 |
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51054xxxx1 |
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| Core Asset Management |
108 Caledonia St, Sausalito, CA 94965 |
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41533xxxx0 |
jnm********@c********.com |
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| Amaral Financial Planning |
San Jose, CA 95123 |
|
40879xxxx9 |
ama*********@p*********.is |
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5 |
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| Thrive Wealth Advisors - Ameriprise Financial Services |
1 Kaiser Plz Ste 455 Oakland, CA 94612 |
|
51089xxxx0 |
dns*****@a***.com |
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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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| Gifford Fong Associates |
3658 Mt Diablo Blvd Ste 200, Lafayette, CA 94549 |
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92529xxxx0 |
pxx****@g****.net |
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| No Sweat It Credit |
101 California St San Francisco, CA 94111 |
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86695xxxx6 |
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1 |
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| BTR Capital Management Inc |
550 Kearny St Ste 990, San Francisco, CA 94108 |
|
41598xxxx0 |
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| Wilson & Boucher Capital Management |
13 El Camino Moraga, Orinda, CA 94563 |
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92524xxxx0 |
ben@w************.com |
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| Rosewood Capital |
1 Maritime Plz Ste 1575, San Francisco, CA 94111 |
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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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| Financial Avengers |
505 Fourteenth Street Ste #310 Oaklan, CA 94612 |
|
41577xxxx4 |
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5 |
2 |
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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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| Golden Gate Personal Financial Planning |
235 Montgomery St, San Francisco, CA 94104 |
|
41534xxxx9 |
inf*@g****.com |
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| Cdm & Associates |
1600 Broadway Oakland, CA 94612 |
|
51083xxxx0 |
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| Phil Economopoulos - Raymond James |
575 Market St, San Francisco, CA 94105 |
|
41553xxxx0 |
aar************@r***********.com |
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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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| De Luchi Investment Management |
2952 Gibbons Dr, Alameda, CA 94501 |
|
51052xxxx2 |
d.s******@d******.com |
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| Occidental Asset Management |
889 Alma Pl, Oakland, CA 94610 |
|
51050xxxx4 |
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| Diane Kohler |
111 Pine St, San Francisco, CA 94111 |
|
41536xxxx4 |
add********@f************.com |
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| Ukiyo Property Management Inc. |
1901 Harrison St Ste 1100, Oakland, CA 94612 |
|
51090xxxx1 |
hel**@u******.com |
4.5 |
32 |
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| Open Door Capital Advisors (US), LLC |
455 Market St #1160, San Francisco, CA 94105 |
|
41576xxxx8 |
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| RBC Wealth Management |
1999 Harrison St #1200, Oakland, CA 94612 |
|
51026xxxx0 |
rbc*********@r**.com |
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| Sfa Management Corp |
44 Montgomery St, San Francisco, CA 94104 |
|
41536xxxx0 |
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| LampPost Planning |
20 Knoll Ridge Way Ste 2 Oakland, CA 94619 |
|
51099xxxx0 |
adv***@l***************.com |
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5 |
4 |
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| The Hoffman Xu Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
joh*******@c*.rbcwealthmanagement |
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| Cambier Investment Management |
1188 River Rock Ln, Danville, CA 94526 |
|
92583xxxx0 |
deb**@c****************.com |
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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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| Edward Jones - Financial Advisor: Christopher Lightner |
1150 Ballena Blvd Ste 100 Alameda, CA 94501 |
|
51052xxxx4 |
acc**********@e**********.com |
5 |
1 |
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87631 |
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100000 |
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| Lahtinen, Eric Ameriprise Financial |
455 Market St Ste 1480, San Francisco, CA 94105 |
|
41577xxxx9 |
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| Edward Jones - Christopher Lightner |
1150 Ballena Blvd Ste 100 Alameda, CA 94501 |
|
51052xxxx4 |
a.j*********@e**********.com |
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5 |
2 |
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| Paragon Asset Management Inc |
Oakland, CA 94607 |
|
51055xxxx8 |
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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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| Dunlap Equity Management, LLC |
1212 Broadway Suite 500B, Oakland, CA 94612 |
|
41556xxxx0 |
jan*****@a*****.business |
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| The Riverside Co. |
455 Market St, San Francisco, CA 94105 |
|
41534xxxx1 |
aab********@r***************.com |
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| Housatonic Partners |
1 Post St Ste 2600, San Francisco, CA 94104 |
|
41595xxxx0 |
ala*******@h*****************.com |
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| Berman Capital |
2350 Taylor St, San Francisco, CA 94133 |
|
41534xxxx0 |
cas**@b********.com |
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| Grubman Financial Consulting |
Serving theOakland Area |
|
51088xxxx0 |
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| Central Financial Management |
456 Montgomery St, San Francisco, CA 94104 |
|
41539xxxx8 |
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| Morgan Stanley |
1999 Harrison St, Oakland, CA 94612 |
|
51083xxxx0 |
acm***********@m************.com |
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| Beros Capital Advisors |
53 Elrod Ave Oakland, CA 94618 |
|
51065xxxx7 |
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| Eastbaylanding |
1721 Broadway Ste 201 Oakland, CA 94612 |
|
51064xxxx4 |
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| Karp Capital Management |
221 Caledonia St, Sausalito, CA 94965 |
|
41534xxxx5 |
and*@k**********.com |
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| Horizon Holdings |
101 Clay St, Oakland, CA 94607 |
|
41578xxxx0 |
axx*****@w**********.com |
4.4 |
689 |
|
|
|
|
693384 |
10709 |
16 |
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| David Dudek |
111 Pine St, San Francisco, CA 94111 |
|
41583xxxx3 |
acc************@f************.com |
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| Mynd Property Management |
1611 Telegraph Ave Suite 1200, Oakland, CA 94612 |
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51054xxxx4 |
aar*********@m***.co |
4.4 |
987 |
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| American Express |
Oakland, CA 94601 |
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51053xxxx1 |
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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 |
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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 |
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41598xxxx4 |
aar********@f*******.com |
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| Bill Pezick |
400 Evelyn Ave, Ste 299, Albany, CA 94706 |
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51052xxxx1 |
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| First Republic Bank |
1699 Van Ness Ave, San Francisco, CA 94109 |
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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 |
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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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| The Batchery |
1935 Addison St Berkeley, CA 94704 |
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and**@b*******.com |
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| Anne B. Golden |
111 Pine St, San Francisco, CA 94111 |
|
41528xxxx1 |
add********@f************.com |
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| Charles Truong-Wealth Financial Advisor |
15075 Farnsworth St, San Leandro, CA 94579 |
|
51036xxxx7 |
aab****@b************.com |
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40848 |
177 |
41000 |
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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 |
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41539xxxx0 |
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| Lawndale Capital Management |
591 Redwood Hwy Frontage Rd Ste 2345, Mill Valley, CA 94941 |
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41538xxxx8 |
inf*@m*******.com |
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| Lassen Capital Management |
46 Shattuck Sq, Berkeley, CA 94704 |
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51064xxxx2 |
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| Cortese Investment Company |
21 Lafayette Cir, Lafayette, CA 94549 |
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92528xxxx7 |
j_c******@c*************.mobi |
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4.2 |
17 |
1449 |
658 |
1500 |
5 |
1 |
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| Farnsworth Search Group |
505 Montgomery St, San Francisco, CA 94111 |
|
41587xxxx3 |
joh*@f***************.com |
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| Aspire Planning Associates |
1990 N California Blvd Fl 8 Walnut Creek, CA 94596 |
|
92593xxxx3 |
bet**@a**************.com |
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5 |
8 |
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52 |
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| Discovery Investment Inc. |
3666 Grand Ave Ste C, Oakland, CA 94610 |
|
51058xxxx0 |
inf*@d**********.com |
3.2 |
34 |
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108 |
3 |
112 |
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| Trainer Wortham & Company |
111 Pine St, San Francisco, CA 94111 |
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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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| Joyce Wong - Ameriprise Financial Services |
1 Kaiser Plaza Ste 455 Oakland, CA 94612 |
|
51089xxxx0 |
car************@a***.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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| Rose Bridge Wealth Management Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx0 |
acm***********@m************.com |
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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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| Progressive Asset Management Inc |
520 3rd St Ste 204, Oakland, CA 94607 |
|
51062xxxx2 |
dj**@p*************************.com |
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| Jake Cleary-Bancwest Investment Services Financial Advisor |
2023 Mountain Blvd, Oakland, CA 94611 |
|
51056xxxx3 |
aab****@b************.com |
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40848 |
177 |
41000 |
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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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| Wealth Enhancement Group |
1999 Harrison St Ste 1530, Oakland, CA 94612 |
|
41598xxxx0 |
aba****@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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| Proteus Capital |
350 California St Ste 1750, San Francisco, CA 94104 |
|
65023xxxx4 |
inf*@p**************.com |
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| DC Advisory |
425 California St, San Francisco, CA 94104 |
|
41596xxxx0 |
dan**********@d*********.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 |
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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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| Rosenberg Investment Management |
4 Orinda Way, Orinda, CA 94563 |
|
92525xxxx4 |
a.l*******@a*****.com |
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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 |
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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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| Hyper Media Targeting |
Oakland, CA 94605 |
|
51054xxxx7 |
hyp****************@g****.com |
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582078 |
|
46 |
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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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| Arcline Investment Management LP |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41580xxxx0 |
a.w*****@p*********.com |
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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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| Capital Advantage |
1855 Olympic Blvd Ste 300 Walnut Creek, CA 94596 |
|
92529xxxx0 |
adm**@c***************.com |
5 |
2 |
5 |
9 |
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| Elite Financial Group |
San Francisco Bay Area, CA 94102 |
|
41577xxxx2 |
dhu***@e*******.com |
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4.8 |
5 |
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| Diverse Ventures Wealth Management Group - UBS Financial Services Inc. |
555 California St 46th Fl, San Francisco, CA 94104 |
|
41595xxxx8 |
abc***@u**.com |
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| The Pulley Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx0 |
acc**********@m************.com |
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| Cattich, Gary |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
rbc*********@r**.com |
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| Nickel, Mark R |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
joh*******@c*.rbcwealthmanagement |
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|
12807 |
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| Honorway Investment |
388 Market St Ste 1568, San Francisco, CA 94111 |
|
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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| Talkot Partners |
30 Liberty Ship Way, Sausalito, CA 94965 |
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41533xxxx0 |
aki*@t*****.com |
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| Prime Property Group |
484 Lake Park Ave Suite 280, Oakland, CA 94610 |
|
51022xxxx0 |
bri***@p**************.com |
3.4 |
74 |
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4.8 |
23 |
156 |
7 |
167 |
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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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| Quin Oaks Investment Group |
25 Orinda Way, Orinda, CA 94563 |
|
92588xxxx4 |
jus***@q*******.com |
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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 |
|
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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| Minjoo Lee, CPA |
2950 Merced Street Suite 102D San Leandro, CA 94577 |
|
41525xxxx1 |
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5 |
2 |
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| Edward Jones - Financial Advisor: Lawrence R Kolka |
1801 N California Blvd Ste 107 Walnut Creek, CA 94596 |
|
92547xxxx2 |
acc**********@e**********.com |
5 |
2 |
5 |
4 |
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| Stafford Capital Management |
275 Battery St, San Francisco, CA 94111 |
|
41536xxxx0 |
inv*******@s**************.com |
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| Silicon Valley Capital Management |
807 Montgomery St San Francisco, CA 94113 |
|
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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| PFK Development Group LTD |
301 Mission St Apt 36C, San Francisco, CA 94105 |
|
41539xxxx5 |
inf*@c*****************.com |
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| Romar Wealth Management |
600 Grand Ave #301, Oakland, CA 94610 |
|
51081xxxx9 |
abc***@r***********.com |
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17485 |
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18000 |
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| Ray Villanueva |
1333 N California Blvd Ste 695 Walnut Creek, CA 94596 |
|
86663xxxx0 |
asc*****@p*********.com |
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5 |
1 |
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196 |
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| Optima Investments INC |
900 N Point St Ste H108, San Francisco, CA 94109 |
|
41567xxxx0 |
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| Bell Investment Advisors |
1111 Broadway #1630, Oakland, CA 94607 |
|
80070xxxx9 |
atc@b*********.com |
3 |
2 |
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| Empire Financial |
150 California St, San Francisco, CA 94111 |
|
41521xxxx2 |
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| Serene Investment Management LLC |
2625 Alcatraz Ave Suite 513, Berkeley, CA 94705 |
|
41532xxxx5 |
ada*@s*******.com |
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| Triple Tree |
1485 Bay Shore Blvd Ste 11, San Francisco, CA 94124 |
|
41540xxxx1 |
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| Roofstock |
2001 Broadway Suite 400, Oakland, CA 94612 |
|
80046xxxx6 |
aar**@r********.com |
4.8 |
154 |
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14000 |
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| 1Sharpe Capital |
2201 Broadway #100, Oakland, CA 94612 |
|
51021xxxx9 |
agr***@1******.com |
3 |
2 |
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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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| Bay Consultant |
Berkeley, CA 94702 |
|
51052xxxx0 |
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| Discovery Investment Inc |
3521 Grand Ave, Oakland, CA 94610 |
|
51058xxxx0 |
inf*@d**********.com |
3.2 |
34 |
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108 |
3 |
112 |
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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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| 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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| Partnership Capital Growth |
1 Embarcadero Ctr, San Francisco, CA 94111 |
|
41540xxxx0 |
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| Merrill Lynch Wealth Management |
315 Montgomery St, San Francisco, CA 94104 |
|
56139xxxx8 |
ale*********@m*.com |
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| Ameriprise Financial Advisors - Bak Chan & Associates |
1 Kaiser Plz Oakland, CA 94612 |
|
51089xxxx0 |
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| The Financial Advisory Group |
299 Arguello Blvd, San Francisco, CA 94118 |
|
41575xxxx2 |
dbi*****@m**********.com |
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| Asti Financial Management |
1101 Marina Village Pkwy Sre 201 Office #275 Alameda, CA 94501 |
|
51052xxxx7 |
eil***@a************.com |
4.7 |
3 |
4.5 |
17 |
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| Shone Asset Management |
1676 N California Blvd Ste 410 Walnut Creek, CA 94596 |
|
92547xxxx4 |
msh***@s*************.com |
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5 |
1 |
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5388 |
47 |
5500 |
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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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| The 8 Bridges Bay Area Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx5 |
acm***********@m************.com |
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| Black Rock |
400 Howard St, San Francisco, CA 94105 |
|
41559xxxx0 |
aam*********@b********.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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| Dennis Loo & Associates |
21 Lafayette Cir, Lafayette, CA 94549 |
|
92596xxxx3 |
lbl******@w******************.com |
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| Chang & Hardeman Real Estate |
2226 MacArthur Blvd Ste 27283 Oakland, CA 94602 |
|
51048xxxx0 |
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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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| Trendcepts |
151 Callan Ave Ste 308, San Leandro, CA 94577 |
|
51089xxxx0 |
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| Morgan Stanley Wealth Management |
1 Sansome St Fl 38, San Francisco, CA 94104 |
|
41598xxxx0 |
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| Litman Gregory Asset Mgt |
4 Orinda Way, Orinda, CA 94563 |
|
92525xxxx9 |
ama**********************@l***.com |
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| Deluna Partners |
15 La Vuelta, Orinda, CA 94563 |
|
92525xxxx0 |
jdl@d*************.com |
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| Chris Hays Wealth Management |
237 Kearny St, San Francisco, CA 94108 |
|
41566xxxx9 |
con****@c**************.com |
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| Ameriprise Financial Advisors |
6101-A Colby St Oakland, CA 94618 |
|
51065xxxx0 |
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| Attain Wealth Protection |
1212 Broadway Plz Ste 2100 Walnut Creek, CA 94546 |
|
20927xxxx0 |
inf*@a*********************.com |
|
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5 |
4 |
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| Wellington Management |
201 Clay St, San Francisco, CA 94111 |
|
41562xxxx0 |
aab*****@w*********.com |
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| California Pacific Realty |
1901 Harrison St Ste 1100, Oakland, CA 94612 |
|
51075xxxx5 |
cal**********@g****.com |
4.1 |
55 |
|
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|
62 |
|
63 |
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|
| The Lapham Company Property Management |
4844 Telegraph Ave, Oakland, CA 94609 |
|
51059xxxx0 |
ala****@l************.com |
3.4 |
94 |
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| Afl-Cio Housing Investment Trust |
1 Sansome St, San Francisco, CA 94104 |
|
41543xxxx4 |
apr****@a*********.com |
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| Morgan Stanley Wealth Management |
2 Theatre Sq, Orinda, CA 94563 |
|
92525xxxx7 |
a.c******@p********.com |
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113008 |
3046 |
130000 |
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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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| Citi Personal Wealth Management |
2000 Shattuck Ave, Berkeley, CA 94704 |
|
51084xxxx6 |
aar**********@c********.com |
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| Catapult Advisors |
33 New Montgomery St, San Francisco, CA 94105 |
|
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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| Albert J Heeg Investment Management |
2231 Harbor Bay Pkwy, Alameda, CA 94502 |
|
51086xxxx0 |
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| Edward Jones - Financial Advisor: Kathryn M Holland |
1504 Encinal Ave Ste B Alameda, CA 94501 |
|
51052xxxx0 |
acc**********@e**********.com |
5 |
2 |
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87631 |
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100000 |
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| Selborne Properties Inc. |
510 49th St #217, Oakland, CA 94609 |
|
51025xxxx0 |
fxa************@p****.dreamhost |
4.3 |
12 |
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93 |
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| Tom Mills |
3685 Mt Diablo Blvd Ste 250, Lafayette, CA 94549 |
|
92531xxxx1 |
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| Home & Investment Realty |
445 Bellevue Ave, Oakland, CA 94610 |
|
51071xxxx6 |
ida*****@g****.com |
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| The Voleon Group |
2484 Shattuck Ave., Berkeley, CA 94704 |
|
51070xxxx0 |
a-k@v*****.com |
3.1 |
25 |
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| Citi Personal Wealth Management |
333 Highland Ave, Piedmont, CA 94611 |
|
51065xxxx5 |
aar**********@c********.com |
5 |
3 |
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213767 |
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12 |
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| Emerge Financial Group |
7677 Oakport St Ste 1060 Oakland, CA 94621 |
|
51056xxxx5 |
col**@e**************.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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| Castro Village Shopping Center |
2516 San Carlos Ave, Castro Valley, CA 94546 |
|
51053xxxx4 |
ada*************@y****.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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| 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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| 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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| Millennium Financial |
3001 Pleitner Ave Oakland, CA 94602 |
|
51069xxxx5 |
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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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| Liberty Group LLC |
411 30th St Second Floor, Oakland, CA 94609 |
|
51065xxxx0 |
amc*******@l**************.com |
4.2 |
5 |
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1005 |
4 |
1000 |
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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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| Affinity Capital Advisors |
825 Page St Berkeley, CA 94710 |
|
51098xxxx1 |
con****@a*************.com |
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5 |
3 |
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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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| 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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| 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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| JMH Investment LLC |
2450 Washington Ave, San Leandro, CA 94577 |
|
51056xxxx6 |
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| Fairlead Financial Advisors |
215 Reed Blvd, Mill Valley, CA 94941 |
|
41538xxxx0 |
joh*******@f**********.com |
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| Wilson Meany |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41590xxxx0 |
acu***@w**********.com |
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| Rhodes And Fletcher |
465 California St Ste 838, San Francisco, CA 94104 |
|
41536xxxx6 |
inf*@p*******************.com |
|
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17 |
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| SRI Wealth Management Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
mic************@r**.com |
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|
| Community Realty Property Management, Inc. |
3577 Fruitvale Ave, Oakland, CA 94602 |
|
51053xxxx5 |
inf*@m****************.com |
2.7 |
42 |
|
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|
| Califrance Corporation |
440 Grand Ave, Oakland, CA 94610 |
|
51045xxxx1 |
cal***********@p****.dreamhost |
|
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| Aberdare Ventures LP |
235 Montgomery St, San Francisco, CA 94104 |
|
41539xxxx2 |
hcp****@a*******.com |
|
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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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|
| Modern Family Finance |
1999 Harrison St #1800, Oakland, CA 94612 |
|
41535xxxx9 |
jen*****@m******************.com |
5 |
19 |
|
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|
269 |
|
273 |
|
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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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| Modern Family Finance |
Oakland, CA 94612 |
|
41529xxxx6 |
hel**@g*********.co |
|
|
5 |
8 |
|
|
269 |
|
273 |
|
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|
| Balance Financial Planning, LLC |
5438 Shafter Ave, Oakland, CA 94618 |
|
51084xxxx2 |
che***@b********.com |
|
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| Simplera Benefits and Insurance Solutions |
1840 San Miguel Dr Ste 101 Walnut Creek, CA 94596 |
|
86667xxxx1 |
cat******@s***************.com |
|
|
5 |
11 |
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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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| Realty ONE Group Allure |
1900 Powell St Ste 600, Emeryville, CA 94608 |
|
51042xxxx5 |
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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 |
|
51062xxxx7 |
sup****@h*********.com |
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3300 |
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| Access Property Management |
10955 San Pablo Ave, El Cerrito, CA 94530 |
|
51023xxxx1 |
inf*@f**************.com |
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5 |
1 |
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| Bellwether Capital Management LLC |
315 Montgomery St, San Francisco, CA 94104 |
|
41596xxxx1 |
aid**@b***********.com |
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60 |
4 |
60 |
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| Ashley Evans |
1 Front St 23rd Fl, San Francisco, CA 94111 |
|
41526xxxx6 |
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| Dixon Financial Svc |
875 Las Trampas Rd, Lafayette, CA 94549 |
|
92528xxxx4 |
amy*@d*****.com |
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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 |
|
41535xxxx0 |
aar*******@u**.com |
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229155 |
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242000 |
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| Rubicon Financial Partners |
1151 Harbor Bay Pkwy Ste 135, Alameda, CA 94502 |
|
51052xxxx3 |
dwo**@r********.com |
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| Mellon Financial Corp |
525 Market St Fl 35, San Francisco, CA 94105 |
|
41539xxxx6 |
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| Cardinal Point Capital |
220 Halleck St, San Francisco, CA 94129 |
|
41593xxxx2 |
*re*@c*******************.com |
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| Raymond James Financial Services |
1050 Marina Village Pkwy Ste 103 Alameda, CA 94501 |
|
51033xxxx5 |
aar************@r***********.com |
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| The Reliant Group |
556 Commercial St Fl 3, San Francisco, CA 94111 |
|
41578xxxx0 |
aan**@r***********.com |
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72 |
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| Modern Financial Planning |
344 Thomas L Berkley Way M10, Oakland, CA 94612 |
|
51051xxxx9 |
doe*****@m*******.com |
5 |
15 |
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| Argonaut Financial Planning and Investment Management |
405 Oak Park Dr, San Francisco, CA 94131 |
|
41540xxxx2 |
dav**@a****************.com |
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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 |
|
16000 |
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| Trilogy Asset Management |
801 San Ramon Valley Blvd, Danville, CA 94526 |
|
92585xxxx8 |
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| Delta Investment Management |
555 Montgomery St Ste 1501, San Francisco, CA 94111 |
|
41524xxxx7 |
gxx***********@d******.com |
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| Edward Jones - Financial Advisor: Terry Kotsatos |
1301 Solano Ave Ste 201, Albany, CA 94706 |
|
51023xxxx5 |
a.j*********@e**********.com |
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|
87631 |
|
100000 |
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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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| Lowery Thomas |
3685 Mt Diablo Blvd Ste 151, Lafayette, CA 94549 |
|
92528xxxx7 |
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| Trainer Wortham & Co Inc |
475 14th St, Oakland, CA 94612 |
|
51044xxxx0 |
aad*****@c********.com |
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9503 |
|
10000 |
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| Edward Jones - Financial Advisor: Terry Kotsatos |
11760 San Pablo Ave, El Cerrito, CA 94530 |
|
51023xxxx5 |
a.j*********@e**********.com |
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|
87631 |
|
100000 |
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| East West Investment Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
rbc*********@r**.com |
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|
14743 |
|
16000 |
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| Madison Park Financial |
155 Grand Ave, Oakland, CA 94612 |
|
51045xxxx4 |
bob@m**********.com |
1.8 |
5 |
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| Stewart & Patten Co |
3675 Mt Diablo Blvd, Lafayette, CA 94549 |
|
41542xxxx2 |
dev******@c***************.com |
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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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| Maisel Property Management Inc |
2607 Seminary Ave, Oakland, CA 94605 |
|
51056xxxx4 |
eri********@g****.com |
2.7 |
10 |
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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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| 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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| 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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| American Financial Management Group |
1515 Aurora Dr, San Leandro, CA 94577 |
|
51028xxxx2 |
inf*@a*****************.net |
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| Storace Wealth Services |
222 Railroad Ave, Danville, CA 94526 |
|
92531xxxx0 |
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| Talkot Capital |
611 Folsom St, San Francisco, CA 94107 |
|
41533xxxx0 |
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| Investors Title |
2363 Mariner Square Dr Alameda, CA 94501 |
|
51086xxxx2 |
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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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| Sage Investment Management |
3749 St Francis Dr, Lafayette, CA 94549 |
|
92528xxxx4 |
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| CNote |
2323 Broadway, Oakland, CA 94612 |
|
|
aim******@m******.com |
4.2 |
5 |
|
|
5 |
20 |
1356 |
|
1400 |
|
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|
| Wilson and Boucher Capital Management |
533 Moraga Rd, Moraga, CA 94556 |
|
92524xxxx0 |
ben@w************.com |
|
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|
| Flagstar Bank |
435 Pacific Ave, San Francisco, CA 94133 |
|
41534xxxx0 |
|
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|
| Sterling Bank & Trust |
735 Webster St Oakland, CA 94607 |
|
51083xxxx0 |
agl****@s***********.com |
|
|
3.1 |
7 |
|
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|
| West Coast Financial |
1814 Franklin St, Oakland, CA 94612 |
|
51086xxxx0 |
abe****@w*****************.com |
|
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|
| Morgan Stanley Wealth Management |
101 California St, San Francisco, CA 94111 |
|
41569xxxx0 |
aar***********@m***********************.com |
|
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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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| Piedmont Partners Group Ventures |
555 12th St, Oakland, CA 94607 |
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der**@p********************.com |
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| Robin Patin, CFP, CPWA - EnsoWealth |
89 Davis Rd Ste 160 Orinda, CA 94563 |
|
92595xxxx2 |
com*******@e*********.com |
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4.4 |
11 |
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| R Casteel & Company |
10700 Macarthur Blvd Ste 11, Oakland, CA 94605 |
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51063xxxx0 |
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| Leppla Capital Management LLC |
440 Davis Ct, San Francisco, CA 94111 |
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41599xxxx0 |
ble****@l********.com |
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| Just Invest |
344 Thomas L Berkley Way, Oakland, CA 94612 |
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51092xxxx5 |
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| Steven Marquard Investment Advisor |
2732 Haste St Apt 32, Berkeley, CA 94704 |
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51031xxxx5 |
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| Aquitaine Wealth Management - UBS Financial Services Inc. |
555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104 |
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41595xxxx2 |
abc*******@u**.com |
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| Envestnet |
251 Lafayette Cir, Lafayette, CA 94549 |
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92528xxxx0 |
abc***@e********.com |
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| Nuveen Investments |
1589 Brunswig Ln, Emeryville, CA 94608 |
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51059xxxx9 |
aar*************@n*****.com |
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1816 |
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2000 |
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| LAB Wealth Management LLC |
1130 Wood St, Oakland, CA 94607 |
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51073xxxx4 |
leo*@l******************.com |
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| Nich Capital Partners |
2079 15th St, San Francisco, CA 94114 |
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41586xxxx6 |
lou@n******************.com |
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| Beacon College Funding Solutions Inc |
1326 Castro St, San Francisco, CA 94114 |
|
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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| BlackOak Management |
5974 Racine St, Oakland, CA 94609 |
|
41549xxxx1 |
mfr****@b*****.com |
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| Rubicon Financial Partners |
1151 Harbor Bay Pkwy Alameda, CA 94502 |
|
51052xxxx3 |
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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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| Financial Network Investment Corp |
760 Market St, San Francisco, CA 94102 |
|
41539xxxx9 |
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1959 |
109 |
2200 |
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| Pollak & Pollak Wealth Management - Ameriprise Financial |
25 Orinda Way Ste 205 Orinda, CA 94563 |
|
92590xxxx0 |
dns*****@a***.com |
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5 |
1 |
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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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| Reserve Interests & Management Inc |
3685 Mt Diablo Blvd Ste 251, Lafayette, CA 94549 |
|
92528xxxx0 |
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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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| E11 UNLIMITED ENTERPRISES |
8105 Edgewater Dr Northwing Ste 120 Oakland, CA 94621 |
|
51069xxxx1 |
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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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| 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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| Jes Investments |
2246 San Jose Ave Alameda, CA 94501 |
|
51052xxxx1 |
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| Diablo Investment Co |
402 Railroad Ave Ste 202, Danville, CA 94526 |
|
92585xxxx4 |
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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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| 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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| 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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| Personal Best Financial LLC |
4263 Gilbert St, Oakland, CA 94611 |
|
92525xxxx0 |
gle**@p********************.com |
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| Trillium Investments |
1398 55th St, Emeryville, CA 94608 |
|
51060xxxx0 |
cas************@p****.dreamhost |
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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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| Moloco |
346 Rheem Blvd Ste 210, Moraga, CA 94556 |
|
92537xxxx2 |
inf*@m*************.com |
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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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| Keefe Bruyette & Woods Inc |
101 California St Ste 3700, San Francisco, CA 94111 |
|
41559xxxx0 |
abc*****@k**.com |
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| East West Bank |
555 Montgomery St, San Francisco, CA 94111 |
|
41539xxxx2 |
a.j*********@e***********.com |
3.6 |
10 |
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|
6893 |
17 |
7700 |
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| Michael Cox - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx1 |
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| Edward Jones - Financial Advisor: Joe Trevino |
370 Highland Ave Ste 202 Piedmont, CA 94611 |
|
51065xxxx5 |
acc**********@e**********.com |
|
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|
87631 |
|
100000 |
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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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| Prime Real Estate Investments |
7901 Oakport St Ste 4350, Oakland, CA 94621 |
|
51046xxxx0 |
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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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| San Leandro Investment Company |
326 Pendleton Way, Oakland, CA 94621 |
|
51061xxxx1 |
|
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| Mic Management |
100 Drumm St, San Francisco, CA 94111 |
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41595xxxx4 |
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| Jackson Square Investment Management |
1 Embarcadero Cv, Oakland, CA 94606 |
|
41598xxxx8 |
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| The Robarts/Miller Team - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51083xxxx0 |
acc**********@m************.com |
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| Reap Legacy, Inc. |
1901 Harrison St, Oakland, CA 94612 |
|
51040xxxx6 |
pat@r*********.com |
4.6 |
10 |
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24 |
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25 |
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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 |
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100000 |
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| Curtis Financial Planning |
2655 Haverhill Dr, Oakland, CA 94611 |
|
51045xxxx8 |
ale*@c**********************.com |
5 |
2 |
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2100 |
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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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| 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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| VMG Partners |
39 Mesa St Ste 201, San Francisco, CA 94129 |
|
41563xxxx0 |
aar**@v**********.com |
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| Edward Jones - Financial Advisor: Doug Moss |
490 Grand Ave Ste 100, Oakland, CA 94610 |
|
51066xxxx6 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Robertson Stephens |
455 Market St Ste 1600, San Francisco, CA 94105 |
|
41550xxxx0 |
abl**@r********.com |
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| Vitucci Integrated Planning |
303 Arlington Ave Suite B3, Berkeley, CA 94707 |
|
51052xxxx0 |
can****@v**************.com |
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103 |
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109 |
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| Emil Peinert - Associate Manager, 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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| RBC Wealth Management |
2 Embarcadero Ctr Ste 600, San Francisco, CA 94111 |
|
41563xxxx0 |
rbc*********@r**.com |
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| Artience Capital Management |
1 Market St Ste 2200, San Francisco, CA 94105 |
|
41535xxxx8 |
inf*@a**************.com |
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| Calbay Investments |
500 La Gonda Way Ste 280, Danville, CA 94526 |
|
92574xxxx0 |
bon***@c****************.com |
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520 |
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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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| 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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| Roof Eidam & Maycock Associated Securities |
235 Pine St, San Francisco, CA 94104 |
|
41578xxxx0 |
joh*@r***********.com |
5 |
2 |
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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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| Black Diamond Holdings Inc. |
7901 Oakport St Suite 2450, Oakland, CA 94621 |
|
51034xxxx0 |
ega*****@b*******************.com |
5 |
9 |
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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 |
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1100 |
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| Sean O’Toole |
Walnut Creek, CA 94597 |
|
92590xxxx5 |
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5 |
1 |
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| Edward Jones - Financial Advisor: Guy Ben Ari |
1050 Marina Village Pkwy Ste 100 Alameda, CA 94501 |
|
51052xxxx9 |
acc**********@e**********.com |
|
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4.8 |
15 |
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| Jordan Real Estate Investments, LLC |
436 14th St #1417, Oakland, CA 94612 |
|
51066xxxx6 |
inf*@j********.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Dominic J McKenna, AAMS™ |
887 Island Dr Ste E, Alameda, CA 94502 |
|
51074xxxx0 |
a.j*********@e**********.com |
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|
87631 |
|
100000 |
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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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| 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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| 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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| P F Wealth Management Group |
1970 Broadway Suite 525, Oakland, CA 94612 |
|
51098xxxx8 |
inf*@p************.com |
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| Carlson Financial Management |
1398 55th St, Emeryville, CA 94608 |
|
51060xxxx0 |
car******************@p****.dreamhost |
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| Mercer Advisors |
100 Pringle Ave Ste 320 Walnut Creek, CA 94596 |
|
65057xxxx8 |
aar********@m*************.com |
2.3 |
3 |
4.4 |
77 |
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|
| The San Francisco Wealth Management Group - Morgan Stanley |
555 California St Floor 14 and 35, San Francisco, CA 94104 |
|
41598xxxx0 |
acm***********@m************.com |
5 |
1 |
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| Crosslink Capital |
2 Embarcadero Ctr Ste 2200, San Francisco, CA 94111 |
|
41561xxxx0 |
aba****@c***************.com |
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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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| Alameda Waterfront Investors |
1601 Harbor Bay Pkwy Alameda, CA 94502 |
|
51074xxxx6 |
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| Echo45 Advisors |
1801 N California Blvd Ste 101 Walnut Creek, CA 94596 |
|
92559xxxx9 |
inf*@e*************.com |
|
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5 |
3 |
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|
277 |
4 |
285 |
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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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| Edward Jones |
490 Grand Ave Ste 100, Oakland, CA 94610 |
|
51066xxxx6 |
a.j*********@e**********.com |
|
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|
87631 |
|
100000 |
|
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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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|
| Deduction Detectives |
2161 Shattuck Ave Ste 204 Berkeley, CA 94704 |
|
51096xxxx5 |
jak*@d******************.com |
|
|
3.3 |
6 |
|
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| Moore Financial Advice |
572 Wisconsin St, San Francisco, CA 94107 |
|
41552xxxx0 |
adm**@m*******************.com |
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| Strategy Squad |
Oakland, CA 94612 |
|
88865xxxx3 |
dia***********@s************.com |
|
|
5 |
1 |
5 |
13 |
|
|
143 |
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| G & M Realty, Ventures, LLC |
600 Montgomery St Ste 4300, San Francisco, CA 94111 |
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41536xxxx0 |
ale******@e********.vc |
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| WP Advisors, LLC |
201 Mission St Ste 1930, San Francisco, CA 94105 |
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41577xxxx0 |
eri*@w************.com |
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| Charles Schwab |
180 Grand Ave, Oakland, CA 94612 |
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51098xxxx0 |
chr**************@s*****.com |
2.9 |
10 |
3 |
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| R & A Investment Forestry |
38 Keyes Ave Ste 111, San Francisco, CA 94129 |
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41524xxxx9 |
rin*****@i*****************.com |
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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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| Greenhood Investment Co. |
3650 Mt Diablo Blvd, Lafayette, CA 94549 |
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92528xxxx5 |
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| Long Term Solutions |
104 Tiburon Blvd, Mill Valley, CA 94941 |
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41538xxxx5 |
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| Shore Trading |
147 Camelia Ln, Lafayette, CA 94549 |
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92529xxxx4 |
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| First Republic Bank |
2110 Mountain Blvd Oakland, CA 94611 |
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51053xxxx1 |
aa@f************.com |
3.8 |
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89685 |
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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 |
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51099xxxx3 |
jan****@m*******.com |
5 |
29 |
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