Business List: Investment Management Firms in Sunnyvale, CA, United States

Note: Only sample data is shown below. To view full and uncensored business leads, please register here.

Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews
John P. Muhlbauer	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx8	acc**********@f**********.com
Gulati Financial & Insurance Services	2350 Mission College Blvd Ste 1160 Santa Clara, CA 95054	40898xxxx0	ani@g*************.com			5	1
Michael Zaninovich, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx0	abl@r******.com
Mayfield Management Co.	2275 E Bayshore Rd Ste 130, Palo Alto, CA 94303	65049xxxx0	hed*@m**************.com
Palo Alto Venture Partners	300 Hamilton Ave, Palo Alto, CA 94301	65046xxxx1	nwe*****@p*.com
David Arizini	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx0	add******@f**********.com
Menlo Asset Management	1010 El Camino Real \| Suite 370, Menlo Park, CA 94025	65032xxxx8	cla**@m*******.com							43		43
Wealth Design	1999 S Bascom Ave, Campbell, CA 95008	40855xxxx0
TIAA Financial Services	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	aan***@t******.org	3	1					90675	541	91000
Beacon Pointe Advisors	838 Portola Rd, Portola Valley, CA 94028	65085xxxx3	aba***@b*********.com
Mg Properties Investments	4200 Bay St, Fremont, CA 94538	51044xxxx9
J Bradley Financial	59 N Santa Cruz Ave, Los Gatos, CA 95030	40839xxxx0	con**@n****.com
Redwitz Wealth Management Group	910 E Hamilton Ave Ste 550, Campbell, CA 95008	40837xxxx0	amb@w*****.com							5579	185	5900
Abundant Financial & Insurances Services	39899 Balentine Dr Newark, CA 94560	51036xxxx4	she**@a****.com
Yan Song CPA	Santa Clara, CA 95051	66980xxxx0	sup**@s*******.com			5	15			52235
Cefcu	44047 Osgood Rd Ste 230, Fremont, CA 94539	51065xxxx1	aal************@c**.com	4.5	12					52107		52000
Farallon Capital Management	2570 N 1st St, San Jose, CA 95131	40843xxxx7	arg**@f***************.com
Cefcu	2980 E Capitol Expy Ste 90, San Jose, CA 95148	40854xxxx0	aal************@c**.com							52093		52000
The Auyeung Wealth Management Group-Morgan Stanley	20400 Silicon Valley Ctr, Cupertino, CA 95014	40886xxxx8	acc********@m**********.com
Fremont Bank	39150 Fremont Blvd, Fremont, CA 94538	51050xxxx2	a.a***@f********.com	3.3	31					7243	388	7200	3	2
Wealth By Design	14500 Big Basin Way, Saratoga, CA 95070	40874xxxx1	bar**@w*****************.com
Opes Advisors Inc	167 S San Antonio Rd, Los Altos, CA 94022	65043xxxx0	a.j***@o*********.com
PM Investment Company	800 Menlo Ave, Menlo Park, CA 94025	65085xxxx4	bru*@c******.com
Bingham Osborn & Scarborough	1900 University Ave Ste 108, East Palo Alto, CA 94303	65046xxxx6	aar*******@b******.com
Raymond James Financial Services	99 Almaden Blvd Ste 730, San Jose, CA 95113	40894xxxx1	con**@h*******.com
ACE Property Management, Inc.	1290 Kifer Rd STE 309, Sunnyvale, CA 94086	40821xxxx2	aar*@a**.net	2	5
W-star investments, Inc	2130 Ringwood Ave, San Jose, CA 95131	40882xxxx8
Danny D. Chung - BancWest Investment Services Financial Advisor	380 S Mathilda Ave, Sunnyvale, CA 94086	65075xxxx5
Qex Capital Management	250 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx0
One Stop Financial Services	20045 Stevens Creek Blvd Ste 2G Cupertino, CA 95014	40887xxxx1				3.9	7
Southgate Partners	467 1st St, Los Altos, CA 94022	65094xxxx3	abc*@i******.com
Essence Wealth & Insurance Services	4677 Old Ironsides Dr # 350, Santa Clara, CA 95054	65099xxxx4	sun@e**********.com	5	4
Borelli Investment Co	2051 Junction Ave Ste 100, San Jose, CA 95131	40845xxxx0	abi**@b****.com	3.3	7
Phoenix Real Estate Investment Corporation	1202 Kifer Rd, Sunnyvale, CA 94086	40831xxxx5	abr*******@n*****.com	3	2
Credit Masters	755 Brewster Ave, Redwood City, CA 94063	65036xxxx0	ali*********@c*************.com
Welch Stephen Cfp	220 State St Los Altos, CA 94022	65094xxxx1
Stonebrook Asset Management Company	21710 Stevens Creek Blvd Ste 200, Cupertino, CA 95014	40825xxxx3
SART Accelerator LLC	440 N Wolfe Rd, Sunnyvale, CA 94085	83372xxxx5	inf@s*******.com
The Mortgage Group of Silicon Valley	690 W Fremont Ave Ste 9A Sunnyvale, CA 94087	87739xxxx2
Wellspring Consulting	2635 N 1st St Ste 201 San Jose, CA 95134	40843xxxx8	ape@w*********.com			5	1
Silicon Valley Financial Group	950 S Bascom Ave Ste 2112 San Jose, CA 95128	40828xxxx0	bec@s*.com	5	2	5	1
Kelly C Lee - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx3	dns***@a*.com
Wade Financial Advisory Inc	2105 S Bascom Ave Ste 110, Campbell, CA 95008	40836xxxx9	ann**@w***.com							577	21	650
Sharon Wang	3080 Olcott St d232, Santa Clara, CA 95054	40880xxxx5	baf***************************@s***.wixpress	5	12					36		46
Mgj Capital Management	125 Arbuelo Way Los Altos, CA 94022	65094xxxx0
Blach Realty	1228 Coronado Dr #4, Sunnyvale, CA 94086	65038xxxx3	ana*@g**.com	5	1					82	3	83
Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	ama*******@r.com	4	1					29		29
Huaxing Investment Corp	924 Colorado Ave, Palo Alto, CA 94303	65025xxxx1
Mistry Investment Co Inc	485 N Whisman Rd Ste 300, Mountain View, CA 94043	65096xxxx2
TNL Car Title Loans	251 Oconnor Dr Ste 1, San Jose, CA 95128	40866xxxx1	3ce***********************************@w***************.com
Apollo Labs	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx6
Avalon Capital Management	495 Seaport Ct Ste 106, Redwood City, CA 94063	65030xxxx0	bil*@a**********.com
Taraval Associates	845 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx4	gfm**@t****.com
C III Asset Management	1300 Memorex Dr, Santa Clara, CA 95050	40856xxxx3
Lasecke Weil Wealth Advisory Group, LLC	624 University Ave, Palo Alto, CA 94301	65032xxxx0	ede**@l********.com
J.P. Morgan Private Bank	310 University Ave 3rd Fl, Palo Alto, CA 94301	65085xxxx3	acc****************@j*****.com	4	4					90608		116000
Edward Jones - Financial Advisor: Todd Bergstrom	21710 Stevens Creek Blvd Ste 135 Cupertino, CA 95014	40897xxxx9	a.j*******@e********.com							91819		107000
Albert Hsia - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	alb********@a*.com
BayOne Real Estate Investment Corporation	1754 Technology Dr Ste 108, San Jose, CA 95110	40888xxxx0		5	1
Addison Avenue Investment Services	19960 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx7	aar**********@r*********.com	3	2					17482		18000
First Republic Investment Management	2100 El Camino Real, Palo Alto, CA 94306	65035xxxx0	dav@c************.com	3.4	5
RBC Wealth Management Branch - San Jose	99 Almaden Blvd Ste 300, San Jose, CA 95113	40829xxxx2		5	2
Concert Global Group LTD	1871 The Alameda Ste 350, San Jose, CA 95126	40899xxxx5	dom**@a*********.com							3045	29	3600
Barbara Madden - Ameriprise Financial Services	164 Main St Ste 206 Los Altos, CA 94022	65094xxxx0	bar***********@a*.com							39		40
Clidro Private Wealth Management	50 University Ave, Los Gatos, CA 95030	40834xxxx0
The Mountain View Group - Morgan Stanley	650 Castro St Ste 105, Mountain View, CA 94041	65031xxxx0	acc********@m**********.com	5	1
Morgan Stanley	650 Castro St, Mountain View, CA 94041	65096xxxx9	acm*********@m**********.com
Morgan Stanley Wealth Management	333 W San Carlos St Ste 1100, San Jose, CA 95110	40828xxxx0	aar*********@m*********************.com
Regent Wealth Management	1500 E Hamilton Ave Ste 201 Campbell, CA 95008	87745xxxx7	ann@r*******.com			5	1
West Coast Investment Properties	2055 Grant Rd, Los Altos, CA 94024	65025xxxx0
Peninsula Land & Capital	2390 El Camino Real, Palo Alto, CA 94306	65032xxxx4	bsm*@p**********.com	3.7	3
Wells Fargo Private Bank	301 University Ave, Palo Alto, CA 94301	65075xxxx2	aar********@w*******.com	3.7	3					150742		11
Nucleus Partners	2953 Bunker Hill Ln Ste 400, Santa Clara, CA 95054	65026xxxx3
SVB Financial Group	3005 Tasman Dr, Santa Clara, CA 95054	40865xxxx0	aa@s**.com	3.2	19
Armstrong Retirement Planning	11669 Olive Spring Ct, Cupertino, CA 95014	40825xxxx7	bob@a****************.com
Wells Fargo Advisors FiNet	20 S Santa Cruz Ave, Los Gatos, CA 95030	40829xxxx0
Edward Jones - Financial Advisor: Linh B Thai, CFP®\|AAMS™	750 Menlo Ave Ste 350, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							90871		105000
Arbor Advisors	1950 University Ave Ste 202, East Palo Alto, CA 94303	65032xxxx0	aar@a**********.com
Best Investment Co.	1816 Tully Rd, San Jose, CA 95122	40853xxxx1
Richard Simpson - Financial Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Davin Lundgren - Associate Manager, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dav***********@a*.com							35		35
Diversifi Capital	4546 El Camino Real B10 Ste1013 Los Altos, CA 94022	65063xxxx7	adv***@d*************.com			5	33
Adams Financial Inc.	4020 Moorpark Ave Ste 101, San Jose, CA 95117	40882xxxx6
McDonald Wealth Management	51 E Campbell Ave, Campbell, CA 95008	40842xxxx8
Managed Investments Inc.	1265 Montecito Ave, Mountain View, CA 94043	65096xxxx5
Ken Prodger CFP®,ChFC®,ChSNC®, AIF®	4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054	40863xxxx2	inf@s**.org	5	2							52
Lehrer Management Company Inc.	20400 Stevens Creek Blvd Ste 230 Cupertino, CA 95014	40899xxxx0
Fan Asset Management	4300 Stevens Creek Blvd, San Jose, CA 95129	40874xxxx2
Liminal Capital	535 Middlefield Rd, Menlo Park, CA 94025	65066xxxx6
Pruneyard Financial Group Inc	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx4	abu*@l***********.com							3070		2800
Pacific Advisors	910 E Hamilton Ave Ste 350, Campbell, CA 95008	40839xxxx0	cam***********@g*********.com	3.7	3
Hercules Technology Growth Capital Hercules Technology Growth Capital	400 Hamilton Ave Ste 310, Palo Alto, CA 94301	65028xxxx0		1	1
Octane Capital Management Llc	800 W El Camino Real Ste 180, Mountain View, CA 94040	65031xxxx3
The Householder Group	635 Bryant St, Palo Alto, CA 94301	65032xxxx1	alu*****@h*************.com
James Park - Branch Manager, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com							168		168
J.R. Financial & Insurance Services	2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050	40864xxxx2	and*@j**.com			4.8	29				10	193
Federal Arbitration	4083 Transport St Palo Alto, CA 94303	65032xxxx0	arm****@f***.com
Harvest Management Partners	1290 Oakmead Pkwy, Sunnyvale, CA 94085	40824xxxx0	ala*@h******.com							147		144
Harmony Capitol	2055 Woodside Rd Ste 250, Redwood City, CA 94061	65036xxxx3
Asiana Global Investment	2114 Senter Rd Ste 12 San Jose, CA 95112	40836xxxx1				5	2
Alastor Capital Management	4040 Moorpark Ave, San Jose, CA 95117	40855xxxx0
Co Capitol Partners	1030 University Ave, Palo Alto, CA 94301	65032xxxx4	adv***@c*******.com
Yale Investment Company	438 Cambridge Ave Ste 100, Palo Alto, CA 94306	65032xxxx3
McDonald Wealth Mgmt	1500 E Hamilton Ave, Campbell, CA 95008	40842xxxx8	ale***@r****.com							115	2	116
Mutual Fund Store	2350 Mission College Blvd Santa Clara, CA 95054	40897xxxx5
Sterling Bank & Trust	10191 S De Anza Blvd Cupertino, CA 95014	40834xxxx0	abc*@s*********.com							308
H&K Financial	801 S Winchester Blvd San Jose, CA 95109	40855xxxx2
Edward Jones - Financial Advisor: Tevin Mercer	1625 The Alameda Ste 601, San Jose, CA 95126	40829xxxx8	a.j*******@e********.com	5	1					110786		110000	1	1
Cherene Wong - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	che*******@a*.com
Davis Financial Management	1042 W Hedding St, San Jose, CA 95126	40834xxxx0	ali@d****.com
Sackett Brooks C CFP CIMA Chief Capital Management Inc.	1581 Camino Monde, San Jose, CA 95125	40897xxxx3	bro*@c*********.com
Nelson Roberts Investment Advisors	1950 University Ave Ste 202, East Palo Alto, CA 94303	65032xxxx0	aog***@n**********.com
Cypress Private Wealth	3031 Tisch Way 110 Plz W San Jose, CA 95128	40872xxxx1	inf@c*******.com
East Gate Capital Management	5050 El Camino Real, Los Altos, CA 94022	65058xxxx8		4.1	15
Global Trust Bank	700 E El Camino Real Ste 300 Mountain View, CA 94040	65096xxxx0
ATS Financial	1162 Chestnut St, Menlo Park, CA 94025	65032xxxx7	c18***************************@s***.wixpress	4.3	64
Pan Cal Investment Co Inc	4125 Blackford Ave, San Jose, CA 95117	40824xxxx0	cxx*****@p***.com	2.6	5
West Valley Peninsula Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							12824
Mistry Investment Co	5150 El Camino Real, Los Altos, CA 94022	65096xxxx2
Annie Szu Real Estate	19400 Stevens Creek Blvd Ste 102, Cupertino, CA 95014	40898xxxx9
Gold Quest Investment	333 W Maude Ave Sunnyvale, CA 94085	40873xxxx8
Gates Pass Advisors	280 2nd St Ste 280 Los Altos, CA 94022	65079xxxx0	inf@g***************.com									49
Benchmark Capital Partners	2480 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65085xxxx0	aag***@b******.com
Klein Financial Group	15 Montebello Way, Los Gatos, CA 95030	40839xxxx0
Ameriprise Financial Advisors	141 1st St Los Altos, CA 94022	65094xxxx0
S P Asset Management	20380 Town Center Ln # 205, Cupertino, CA 95014	40825xxxx1	off*@s**************.net	1	1
BetterWealth	1475 Saratoga Ave #200, San Jose, CA 95129	40865xxxx0	and*@b*********.us	5	1
Synergism Investors	170 State St Los Altos, CA 94022	65094xxxx2
Bay Street Capital Holdings	Palo Alto, CA 94301	65044xxxx4	axx*@b*********************.com
Saratoga Research & Investment Management	14471 Big Basin Way, Saratoga, CA 95070	40874xxxx0	ada@s*********.com
Meridian Investments Management	702 Marshall St, Redwood City, CA 94063	65055xxxx0
Kumaran Consulting Management, Co.	100 S Murphy Ave, Sunnyvale, CA 94086	87797xxxx5	inf@k*******.com
David McCaman - Gateway Financial Advisors	2570 North First St Ste 200 San Jose, CA 95131	40820xxxx1	blo****@g***********.com			5	1
Atherton Lane Advisers	3000 Sand Hill Rd Ste 1-270, Menlo Park, CA 94025	65023xxxx6
George M Saliga-Private Client Advisor	531 Cowper St, Palo Alto, CA 94301	65026xxxx6	aab**@b**********.com							40893	181	41000
Social Capital	317 University Ave, Palo Alto, CA 94301	65052xxxx7	ada@s***********.com
Sherwood Partners, Inc.	3945 Freedom Cir #560, Santa Clara, CA 95054	65045xxxx1	ade****@s****.com	1	2
NovoNutrients	1292 Anvilwood Ct, Sunnyvale, CA 94089	88859xxxx3	aef*****@n**********.com
William David Butzman - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Klm Capital	3080 Olcott St #205c, Santa Clara, CA 95054	40885xxxx3	alf***@k*******.com
Galindo, Jim	99 Almaden Blvd, San Jose, CA 95113	40889xxxx7	rbc*******@r.com
Edward Jones - Financial Advisor: Jane E Khalaf	430 Sherman Ave, Palo Alto, CA 94306	65032xxxx6	a.j*******@e********.com							110786		110000
Wealth Architects	250 Cambridge Ave Ste 201, Palo Alto, CA 94306	65032xxxx4
Charles Schwab	12 Ranch Dr Milpitas, CA 95035	40846xxxx0	fra*********@s***.com			2	11			646941	222	658000
Allstate Personal Financial Representative: Robert McGlinchy	467 Hamilton Ave Ste 11, Palo Alto, CA 94301	65032xxxx1	a**00@a*****.com
Brandin and Associates	1477 Portola Rd, Woodside, CA 94062	65032xxxx9
Maple Leaf Investments	1155 Redmond Ave, San Jose, CA 95120	40826xxxx3	c.e***@m*********.com
Lesley Lemessurier - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	arm********@a*.com							210	4	209
Broadview Wealth Advisors - Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	bro******************@a*.com
Waddell & Reed - Cupertino	19620 Stevens Creek Blvd Ste 270 Cupertino, CA 95014	40861xxxx3	6d3***********************************@w***************.com
Michael Kissinger - Kingsview Partners	2570 W El Camino Real Suite 210, Mountain View, CA 94040	65038xxxx1	aar*******@k******.com
Bay Area Commercial & Multifamily	4500 Great America Pkwy Fl 1 Santa Clara, CA 95054
Jing Chien - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	ani********@a*.com
Anna Paiva	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx5	acc**********@f**********.com
GW & Wade	540 Cowper St, Palo Alto, CA 94301	65061xxxx8	acm*@g***.com							211	2	218
Wellspring Capital Management	2600 El Camino Real, Palo Alto, CA 94306	65085xxxx5	car@w***********.com
Sequoia Wealth Advisors & Investment Management, Inc.	99 Almaden Blvd Ste 925, San Jose, CA 95113	40827xxxx0	nn@s********.com	5	2					254	4	266
Cefcu	670 Lincoln Ave, San Jose, CA 95126	40895xxxx0	aal************@c**.com	4.3	31					52090		52000
Canid Asset Management	330 2nd St, Los Altos, CA 94022	65094xxxx3
Honu Wealth Management	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	65091xxxx0	gar@h*******.com
Coeus Financial	1901 S Bascom Ave Ste 1150, Campbell, CA 95008	40842xxxx4	bpl***@c***********.com									177
Edward Jones - Financial Advisor: Eunice H Scholten, CFP®\|AAMS™	39849 Paseo Padre Pkwy, Fremont, CA 94538	51077xxxx7	a.j*******@e********.com	5	1					90898		105000
West Valley Properties	280 2nd St Ste 230 Los Altos, CA 94022	65055xxxx4	apa*****@w*****************.com	3	2
Kevin Lang - Ameriprise Financial Services	1700 S Winchester Blvd Ste 103 Campbell, CA 95008	40855xxxx5	dns***@a*.com
Acorn Pacific Ventures	3235 Kifer Rd #260, Santa Clara, CA 95051			4	4
Quantumwave Capital	540 University Ave, Palo Alto, CA 94301	65032xxxx0
Edward Jones - Financial Advisor: Cynthia A Wemyss	339 S San Antonio Rd Suite 1 B Los Altos, CA 94022	65094xxxx6	a.j*******@e********.com			1	1			91099		105000
Accel Partners	428 University Ave, Palo Alto, CA 94301	65061xxxx0	aar@a**.com	4.3	9
Edward Jones - Financial Advisor: Vince DiPiero	4855 Atherton Ave Ste 100 San Jose, CA 95130	40837xxxx4	a.j*******@e********.com							91055	8	105000
Morgan Stanley Wealth Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	a.e**@m*********************.com
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	amy***@a*.com
Charles Schwab	19620 Stevens Creek Blvd #100, Cupertino, CA 95014	40844xxxx0	3d@c*****.schwab	3.5	12
Richard Kapchuk	3945 Freedom Cir Ste 460 Ameriprise Financial Advisor Santa Clara, CA 95054	40833xxxx0
David Farkouh - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	aar*******@a*.com	5	1					94		96
Red Crane Wealth Management	3000 El Camino Real, Palo Alto, CA 94306	41531xxxx2	inf@r************.com
Merrill Lynch	5300 Stevens Creek Blvd Ste 120 San Jose, CA 95129	40855xxxx0	aas**********@m.com			1	1
Legacy Captial Group	459 Monterey Ave, Los Gatos, CA 95030	40839xxxx0	aj@l****.com
Thriving Asset Management	499 Middlefield Rd, Palo Alto, CA 94301	65064xxxx0	dav********@t*******.com	5	1
Mok Capital Management	4962 El Camino Real Ste 235, Los Altos, CA 94022	65031xxxx7	chr@m*******.com
Harvest Management Partners	3001 Winchester Blvd, Campbell, CA 95008	40877xxxx5	ala*@h******.com
Leeward Financial & Insurance Services	1046 W Taylor St Ste 205 San Jose, CA 95126	40827xxxx7	kev*@l*************.com
Aspiriant Wealth Management	2570 W El Camino Real #520, Mountain View, CA 94040	65094xxxx7	aa@a********.com
Sorensen, Kris	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
BCR CONSULTING GROUP	372 Turquoise St, Milpitas, CA 95035	40875xxxx8
Adams Street Partners	2730 Sand Hill Rd, Menlo Park, CA 94025	65033xxxx0	aa@a******************.com
INVESTALENT,LLC	210 Calderon Ave Apt 125, Mountain View, CA 94041	65081xxxx4
Edward Jones - Financial Advisor: Mandy Andrei	1045 W El Camino Real Ste C Mountain View, CA 94040	65032xxxx6	a.j*******@e********.com			4.2	5			91055		105000
LPL Financial- Karla Eastling CFP	1860 Embarcadero Rd Palo Alto, CA 94303	65032xxxx0	aar******@l.com			5	1
Raisch Investment Group	1680 Almaden Expy, San Jose, CA 95125	40829xxxx1
Morgan Stanley	20400 Stevens Creek Blvd Ste 350 Cupertino, CA 95014	40886xxxx0	aal*****@m**********.com			3	2
Edward Jones - Financial Advisor: Judy Qiqin Zhu	39500 Stevenson Pl Ste 201, Fremont, CA 94539	51079xxxx0	a.j*******@e********.com							91054		105000
Horizon Ventures	4 Main St, Los Altos, CA 94022	65091xxxx0	ash@h********.com
Ambex Venture Group LLC	1245 Oakmead Pkwy, Sunnyvale, CA 94085	40848xxxx0	adm@a**.com
SDL Capital LP	1 1st St, Los Altos, CA 94022	65055xxxx5	ade*********@s********.com
The Aji Network, Inc.	1030 E El Camino Real #159, Sunnyvale, CA 94087	40873xxxx4	eli****@a.com									471
Evans Wealth Management Group - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com
Retirement Capital Strategies	1190 Saratoga Ave Ste 140 San Jose, CA 95129	40855xxxx0	bil*******@r*******.com			1	1			66		70
Henry Plata - Ameriprise Financial Services	591 W Hamilton Ave Ste 110 Campbell, CA 95008	40866xxxx8	dns***@a*.com	5	1
Mac’s Coins & Collectables	1049 E El Camino Real Ste 3 Sunnyvale, CA 94087	40873xxxx5	mac****@g**.com			3.4	31
Principal - Closed	2099 Gateway Pl Ste 100, San Jose, CA 95110	40853xxxx0	a.m@p******.com							380	86	370
Dines Paul investmt rep	69 Washington St Santa Clara, CA 95050	40898xxxx1
Silicon Valley Capital Management	335 Main St, Los Altos, CA 94022	41586xxxx0
Raymond James & Associates	1901 S Bascom Ave Ste 1550, Campbell, CA 95008	40837xxxx0											5	1
Property Management - Silicon Valley	217, 10080 N Wolfe Rd Suite SW3, Cupertino, CA 95014	40870xxxx5	inf@p***.com	4.2	33
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40888xxxx9	ale**********@a*.com							105		106
A K J Asset Management	1180 Harker Ave, Palo Alto, CA 94301	65032xxxx0
Plug and Play Tech Center	440 N Wolfe Rd, Sunnyvale, CA 94085	40852xxxx0	abd@p******************.com	4.3	121					22553	14247	23000
Parakletos Adventures	175 Nortech Pkwy, San Jose, CA 95134	40894xxxx0	con**@p*******.com
Citi Personal Wealth Management	395 W El Camino Real, Sunnyvale, CA 94087	40873xxxx5	arc***************@c*.com	3.8	147					142850	2238	11
Ticonderoga Capital	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx3	bob@t*****.com
Ameriprise Financial Advisors	1091 Firth Ct Sunnyvale, CA 94087		dns***@a*.com
Mayfield Investment Co Inc	1023 Corporation Way, Palo Alto, CA 94303	65049xxxx0	hed*@m**************.com
Encinal Investers	1600 El Camino Real, Menlo Park, CA 94025	65032xxxx6	bcu**@p********.com
David Mogannam-Financial Advisor	39533 Paseo Padre Pkwy, Fremont, CA 94538	51029xxxx8	aab**@b**********.com							40893	181	41000
KLM Capital Management Inc	10 Almaden Blvd, San Jose, CA 95113	40897xxxx8	alf***@k*******.com
TD Ameritrade	423 E Hamilton Ave, Campbell, CA 95008	40891xxxx0	aam*********@t*********.com							646186	222	657000
Opportunity Capital	4340 Stevens Creek Blvd Santa Clara, CA 95051	40893xxxx8	who@d*****************.com
Ivory Capital	7 Veronica Pl, Portola Valley, CA 94028	65053xxxx6
Pamela Matthews - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com
ASAM LLP	848 Stewart Dr Ste 101, Sunnyvale, CA 94085	41578xxxx1	aab*@h****.com
Sutter Hill Ventures	755 Page Mill Rd Ste A200, Palo Alto, CA 94304	65049xxxx0	abb@s*.com	4.5	6
Bob Marshalla Asset Management	95 Main St Los Altos, CA 94022	65094xxxx2
Bedrock Capital Management	5050 El Camino Real Los Altos, CA 94022	65096xxxx4	eri@b************.com
Edward Jones - Financial Advisor: Jeff Migneault, CFP®\|AAMS™\|CRPC™	901 Campisi Way Ste 248, Campbell, CA 95008	40887xxxx0	a.j*******@e********.com							91054		105000
Tactical Asset Management		94920xxxx7
Investment Innovators	San Jose, CA 95117	40854xxxx4
Menlo Equities	490 California Ave Fl 4, Palo Alto, CA 94306	65032xxxx0	a**@m**********.com
Edward Jones - Financial Advisor: Tanner M Kohl	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com							91060		105000
Harvest Management Partners	1290 Oakmead Pkwy #118, Sunnyvale, CA 94085	40877xxxxxxx0	ala*@h******.com							147		144
Ucb Investment Services	10123 N Wolfe Rd Ste 1075 Cupertino, CA 95014	40825xxxx0
Oak Investments Partners	525 University Ave Ste 1300, Palo Alto, CA 94301	65061xxxx0	ban*@o***.com
Riley Friedman Asset Management	4984 El Camino Real #101, Los Altos, CA 94022	65098xxxx8	jon@r******.com
Edward Jones	69 Washington St, Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com							90710		105000
Breakwater Capital Management	300 Hamilton Ave, Palo Alto, CA 94301	65091xxxx0
Monta Vista Capital	147 Castro St Floor 3, Mountain View, CA 94041		bar***@m****.com
Canaan Management Inc	2765 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx2	aca***@c***.com	5	1
Golden Bay Investments	2847 S White Rd, San Jose, CA 95148	40844xxxx2
Trust Deed Investing Mountain View	Mountain View, CA 94043	65088xxxx6
Tom Cochran-Bancwest Investment Services Wealth Financial Advisor	3081 Mckee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com							40892	181	41000
LG Technology Ventures	2755 Great America Way #425 Santa Clara, CA 95054		and@l***********.com
Jeanette Garretty, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx9	abl@r******.com							999	8	1000
Frost Capital Management	941 E Charleston Rd, Palo Alto, CA 94303	65080xxxx9	kat***@h******.com
Gelormini Financial Advisory	4966 El Camino Real Los Altos, CA 94022	65096xxxx3
Highcrest Management Group	4 Main St, Los Altos, CA 94022	65020xxxx0	arc******@h***********.com
Edward Jones - Financial Advisor: Linh B Thai	855 Oak Grove Ave Ste 101, Menlo Park, CA 94025	65032xxxx3
Hendershott Wealth Management	2570 N First St Second Floor San Jose, CA 95131	87774xxxx0	adv***@h**************.com	5	1	4.9	29
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	15108xxxxx2	adm@t*************.com			4.8	8
Mark Beach	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx1	add******@f**********.com
Vale Capital	770 Menlo Ave Ste 201, Menlo Park, CA 94025	65060xxxx0	inf@v*****.net									17
Wealth Architects	800 W El Camino Real Ste 201 Mountain View, CA 94040	65032xxxx4	ada@w**************.com		22	5	1
Edward Jones - Financial Advisor: Sachin Verma	1165 Lincoln Ave Ste 320, San Jose, CA 95125	40899xxxx5
Merrill Lynch Wealth Management	50 W San Fernando St 16th Fl, San Jose, CA 95113	40828xxxx0	ale********@m.com	5	1
Chris Merrifield	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx9	acc**********@f**********.com
Seattle Investment Consultant	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx8
TSO Capital	1900 Lafayette St Santa Clara, CA 95050	40889xxxx4
Fremont Bank	5829 Jarvis Ave Ste B, Newark, CA 94560	51094xxxx1	aar*******@f********.com	3	2					7243	388	7200
Morgan Stanley	16000 Los Gatos Blvd, Los Gatos, CA 95032	65049xxxx1	aal*****@m**********.com							136581	3154	136000
Pac Link Management	1400 Page Mill Rd, Palo Alto, CA 94304	65085xxxx6	inf@d************.org
City National Bank	245 Lytton Ave, Palo Alto, CA 94301	65081xxxx0	aba*****@n*****.cnb	5	1					5480	173	6000
Michael Kato	2100 El Camino Real 2nd Fl, Palo Alto, CA 94306	65028xxxx7	acc**********@f**********.com
Goalpath Financial Planning	5050 El Camino Real Ste 203, Los Altos, CA 94022	65096xxxx7	bra@v*******.com
Morgan / Chapman Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12824
Matthew Castillo	1712 Meridian Ave, San Jose, CA 95125	40866xxxx0
ZNZ Capital Private Ltd	4260 Albany Dr, San Jose, CA 95129	70747xxxx6		5	1
Cypress Capital Group	Palo Alto, CA 94301	65042xxxx3	ala*******@c************.com			5	3			177		176
Edward Jones	856 W El Camino Real Mountain View, CA 94040	65096xxxx0	a.j*******@e********.com			5	1			90035		103000
Castaneda, Philip T	99 Almaden Blvd, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Fidelity Investments	851 E Hamilton Ave Campbell, CA 95008	80054xxxx0	a61**@f*****.com			2.7	32			338357		364000
Wyse Securities	10562 S De Anza Blvd Cupertino, CA 95014	40851xxxx0
Pruneyard Financial Group Inc	51 E Campbell Ave, Campbell, CA 95008	40837xxxx4	hel@r********.com	3	2
Glass And Associates	12280 Saratoga Sunnyvale Rd, Saratoga, CA 95070	40825xxxx9	adu**@p*************.com							2073	19	2000
SAS Financial Advisors	10 Iris St, Palomar Park, CA 94062	41577xxxx0
Young And Associates	1999 S Bascom Ave Ste 910, Campbell, CA 95008	40862xxxx0	aag**@k.com							201430		268000
Urda Jim	39817 Paseo Padre Pkwy, Fremont, CA 94538	51077xxxx2
Fidelity Investments	398 W El Camino Real Suite 102, Sunnyvale, CA 94087	80037xxxx3	a.m*****@n**********.com	3.5	33					337022		362000
Kao Wealth Management Inc	4320 Stevens Creek Blvd Ste 126, San Jose, CA 95129	40848xxxx0	a.j*****@l.com								238	21000
Azure Capital Partners	713 Santa Cruz Ave, Menlo Park, CA 94025	65066xxxx4	ada*******@a*****.com
Glaze Capital	4962 El Camino Real Ste 225, Los Altos, CA 94022	65093xxxx0
Deutsche Bank AG	2650 Birch St, Palo Alto, CA 94306	65075xxxx3
Wales Investment Inc	2055 Junction Ave Ste 100, San Jose, CA 95131	40894xxxx6
Edward Jones	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4	a.j*******@e********.com							110408		110000	5	5
Svb Capital	2400 Hanover St, Palo Alto, CA 94304	65049xxxx7	aa@s**.com
Edward Jones - Santa Clara Financial Advisor - Paul A Dines	69 Washington St Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com			5	1			85188
Pwjohnson Wealth Management	1153 Bordeaux Dr, Sunnyvale, CA 94089	40874xxxx2	aus***@p******.com
Cynthia Lemus	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx3	acc**********@f**********.com
Pahal, Vora and Associates - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	ali*********@a*.com
Edward Jones - Financial Advisor: Lucy McGuire	14375 Saratoga Ave Ste 105, Saratoga, CA 95070	40856xxxx5	a.j*******@e********.com	5	3					110145		110000
Raymond James Financial	770 Menlo Ave Ste 208, Menlo Park, CA 94025	65056xxxx1
Jyk Investment Consulting Corp	39812 Mission Blvd, Fremont, CA 94539	51027xxxx8
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	c.n***@a*.com
Modern Woodmen	4010 Moorpark Ste 201 San Jose, CA 95117	40831xxxx8	aar********@m***********.org			5	1			34212		34000
Curran and Lewis Investment Management Inc	830 Menlo Ave Ste 210, Menlo Park, CA 94025	65046xxxx0
Edward Jones - Financial Advisor: Paul A Dines	69 Washington St Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com			5	1			91820		107000
NF Wealth Management - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	amb**************@a*.com							63	4	61
Deborah Abel Cfp	9 Vasilakos Ct, Menlo Park, CA 94025	65032xxxx3	aar******@s**************.com
271 State Street	170 State St, Los Altos, CA 94022	65094xxxx9	inf@s***************.com							676	1082	801
Pariveda Investment Manage	5050 El Camino Real, Los Altos, CA 94022	65058xxxx2	bmu**@p*****.com
Umpqua Bank	289 S San Antonio Rd, Los Altos, CA 94022	65055xxxx5	aam*******@u*******.com							50259	717	48000
Umpqua Bank	3150 Almaden Expy Ste 223, San Jose, CA 95118	40896xxxx6	aam*******@u*******.com							50259	717	48000
Eric Stryker - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com
Lightspeed Venture Partners	2200 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	bej@l*********.com							5168	170	5400
Robert Cleland & Todd Armer	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx8	ant*****@a*.com							132496		134000
SageView Advisory Group	2570 North First St San Jose, CA 95131	40834xxxx0	ach@s*************.com			5	1
Tai Ning Trading & Investment Co Inc	2209 El Camino Real, Palo Alto, CA 94306	65032xxxx8
Sears Capital Management Inc	300 3rd St Ste 6, Los Altos, CA 94022	65094xxxx7
David Cooper - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx6	avi***********@a*.com							166		158
College Planning ABC	3031 Tisch Way 110 Plz W San Jose, CA 95128	40891xxxx8	che******@g**.com			4.9	65
Gulati & Associates	2350 Mission College Blvd # 1160, Santa Clara, CA 95054	40898xxxx0	ani@g*************.com	3	2
Pacific Edge Inv Mgmt	800 W El Camino Real, Mountain View, CA 94040	65094xxxx5
Arti Investment Properties	2975 Bowers Ave, Santa Clara, CA 95051	40884xxxx1
LPL Financial	525 W Remington Dr Ste 124, Sunnyvale, CA 94087	40873xxxx8	a.j*****@l.com							20170	239	21000
Johnson Lyman Wealth Advisor	4966 El Camino Real, Los Altos, CA 94022	65049xxxx3	bec*@j*****.com
Joe Guttadauro - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Tayan Partners Fund LP	1135 Trinity Dr, Menlo Park, CA 94025	65085xxxx1
Katco Financial Services	Sunnyvale, CA 94085	40872xxxx0	inf@s****************.de
Robert W Baird & Co	1661 Page Mill Rd, Palo Alto, CA 94304	65085xxxx3	aac***@r****.com	1	1					8258	972	8800
Special Needs Planning Group	4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054	40863xxxx2	inf@s**.org									48
Carlsbad Capital Investment	1259 El Camino Real # 266, Menlo Park, CA 94025	65032xxxx5
Grassi Investment Management	2350 Mission College Blvd #190, Santa Clara, CA 95054	65093xxxx0	buz@g*********.com
Sierra Pacific Financial Advisors	39899 Balentine Dr, Newark, CA 94560	51043xxxx8	ama@s********.com							84		88
Liberty Group	419 N Shoreline Blvd Mountain View, CA 94043	65056xxxx0
Sequoia Capital	3000 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx7	a@s*********.com
Edward Jones - Financial Advisor: Linh B Thai	298 South Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com							91055		105000
Christian S Tice	San Jose, CA 95128	40837xxxx0
Woodside Capital Partners	2471 E Bayshore Rd Ste 512, Palo Alto, CA 94303	65039xxxx4	akh***********@w********.com
A Life Well Spent	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx7	joh@a************.net
Vanguard Venture Partners	525 University Ave, Palo Alto, CA 94301	65032xxxx0
Calhomes	510, 94085 Lawrence Expy STE 209, Sunnyvale, CA 94085	40873xxxx0	ram*@r********.com
Nancy Versoza \| The Queen Of Infinite Banking	4623 Novato St, Union City, CA 94587	51078xxxx8	aar***@a***.com
Pearlman Properties	Parking, lot 4633 Old Ironsides Dr #100, Santa Clara, CA 95054	40872xxxx8	ed.***@p***************.com
S P Asset Management	20380 Town Center Ln, Cupertino, CA 95014	40825xxxx1	off*@s**************.net
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx7	aar*******@a*.com							96		101
Tone Tran-Private Client Advisor	50 W San Fernando St, San Jose, CA 95113	40830xxxx9	aab**@b**********.com							40892	181	41000
Fan Asset Management	2700 Augustine Dr, Santa Clara, CA 95054	40874xxxx2	aai*@y********.com
Westridge Wealth Strategies	158 Goya Rd, Portola Valley, CA 94028	65023xxxx2	rob@w**************.com
Orchard Commercial Inc	2055 Laurelwood Rd, Santa Clara, CA 95054	40892xxxx0	aar***@o**************.com	5	1
Smart Wealth Strategies	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40840xxxx0
Bellatore Financial Inc	1550 The Alameda Ste 209, San Jose, CA 95126	40861xxxx7	bro@b******.com
Morris Jeffrey A Group Inc	2500 Sand Hill Rd Ste 240, Menlo Park, CA 94025	65085xxxx3	inf@l*************.org
Homestretch Properties	1925 Winchester Blvd Ste 20, Campbell, CA 95008	40833xxxx8
Raegen, Parker and Associates - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	and*******@a*.com							210	4	209
Honu Wealth Management	1307 S Mary Ave, Sunnyvale, CA 94087	40821xxxx0	g.w*****@h*******.com
Cerity Partners	779 Altos Oaks Dr, Los Altos, CA 94024	65094xxxx1	aad*@c***********.com	3	2
Brett W. Berry	2550 Sand Hill Rd Ste 100, Menlo Park, CA 94025	65023xxxx8	add******@f**********.com							93968		125000
Global Bancorp	700 E El Camino Real Mountain View, CA 94040	65081xxxx0	ali****@b**************.com
Gibraltar Investment Corp	4546 El Camino Real, Los Altos, CA 94022	65094xxxx0	ef@g*******.com
Investor Center	1665 Charleston Rd Mountain View, CA 94043
Nightingale Financial Advisory	2600 El Camino Real, Palo Alto, CA 94306	65084xxxx0	aba***@r**********.com							3919	35	3900
Buckingham Asset Management	2445 Faber Pl, Palo Alto, CA 94303	40836xxxx0	ada*@b**************.com							538	3	629
JR Financial & Insurance Services	2005 De La Cruz Blvd # 120, Santa Clara, CA 95050	40864xxxx2	jam@j**.com	5	5					187	10	208
Kollreal	2000 Wyatt Dr, Santa Clara, CA 95054	40858xxxx0	aab*@k*.com
Amidzad	353 University Ave, Palo Alto, CA 94301	65032xxxx7	akb@m*********.com							36380		35000
The Asguard Insurance Agency	Sunnyvale, CA 94087	40865xxxx6	les***@t*******.com	5	2
City National Bank	301 W Mckinley Ave Ste 100 Sunnyvale, CA 94086	40896xxxx0	aba*****@n*****.cnb							5427	162	6000
Diversified Investments	2901 Moorpark Ave San Jose, CA 95128	40855xxxx2
Norris Fiduciary Services	Scotts Valley, CA 95066	40829xxxx0	nan@n************.net			5	1
Quach, Chien & Associates - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	ale**********@a*.com
Billy Guan, Real Estate and Financial Professional	Walnut Creek, CA 94596	53034xxxx4	ali**@r******.com			5	4
Voila Investment Corporation	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx8	dav@e*********.com							5		5
Allstate Personal Financial Representative: Joyce Cave	617 Veterans Blvd Ste 215, Redwood City, CA 94063	65075xxxx1	a**00@a*****.com
Rick DuPont	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx0	add******@f**********.com
McKinley Capital Investment	3700 Beacon Ave Apt 430, Fremont, CA 94538	70471xxxx4
Landmark Wealth Management Group- San Jose	2021 The Alameda STE 390, San Jose, CA 95126	40898xxxx7	bjo*******@l***********.com							374	7	588
Tierney & Co	425 E Remington Dr #5, Sunnyvale, CA 94087	40873xxxx0	inf@t*************.com	3.8	31
Ester Ng - Financial Advisor, Ameriprise Financial Services	164 Main St Ste 206, Los Altos, CA 94022	65094xxxx0	dns***@a*.com							16		17
Eaerendil	445 S San Antonio Rd, Los Altos, CA 94022	65094xxxx1
tradesstation24	Santa Clara, CA 95054	23424xxxx3
Rembrandt Venture Partners	2200 Sand Hill Rd Ste 160, Menlo Park, CA 94025	65032xxxx0	adm@r********.com
Edward Jones - Financial Advisor: Andrew S Castro	1100 Alma St Ste 201, Menlo Park, CA 94025	65061xxxx2	a.j*******@e********.com							90979		105000
Dag Ventures	251 Lytton Ave, Palo Alto, CA 94301	65054xxxx0	deb**@d********.com
Emarica Investment Group	5205 Prospect Rd Ste 135-237 San Jose, CA 95129	65039xxxx4
Jaic America	525 University Ave Ste 210, Palo Alto, CA 94301	65061xxxx1
Edward Jones - Financial Advisor: Stephen C Kagan	1100 Alma St Ste 201, Menlo Park, CA 94025	65032xxxx1
Securities America	1262 E Hamilton Ave, Campbell, CA 95008	40837xxxx1	aad******@s**************.com	5	1					3155	33	3800
TD Ameritrade	1950 University Ave, East Palo Alto, CA 94303	80066xxxx0	api@t***********.com							646209	222	657000
J & S Management	702 Marshall St, Redwood City, CA 94063	65036xxxx0
Steven Isaacson - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Samantha Quintanilla - Keller Williams Peninsula Estates	1430 Howard Ave, Burlingame, CA 94010	65097xxxx9	acc*********@k.com	5	4	5	18			199106
Matrix Insurance Agency	4655 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx6	cha@m*****.com
Northwestern Mutual - Dan Madsen	1190 Saratoga Ave #250, San Jose, CA 95129	40853xxxx0	d.m****@n.com
Henry Plata - Private Wealth Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx8	dns***@a*.com	5	1
Stifel	550 S Winchester Blvd #500, San Jose, CA 95128	40898xxxx1								4777		5200
Vikram Kohli - Ameriprise Financial Services	3130 De La Cruz Blvd Ste 128 Santa Clara, CA 95054	40898xxxx5	dns***@a*.com
Golden State Property Management	4010 Moorpark Ave #212, San Jose, CA 95117	40847xxxx5	boz@g**************************.com	3.9	87					139		157
Fisher Lynch Capital	2882 Sand Hill Rd, Menlo Park, CA 94025	65028xxxx5
Life Organizers	19925 Stevens Creek Blvd Cupertino, CA 95014	40897xxxx7
Kk Wealth Advisors	4300 El Camino Real Los Altos, CA 94022	65094xxxx0	e7e***********************************@w***************.com
Johnson Lyman Wealth Advisors	2600 El Camino Real, Palo Alto, CA 94306	65049xxxx3	aka*@j*****.com
Jhahleh’s Consulting Services	4719 Quail Lakes Dr Stockton, CA 95207	20997xxxx9	ash********@j******************.net									3
Blue Oak Capital	2600 El Camino Real Ste 415, Palo Alto, CA 94306	65025xxxx5	lor@b****.net
691 Milpitas Investors	691 S Milpitas Blvd, Milpitas, CA 95035	40895xxxx5
My Truong - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	66930xxxx8	dns***@a*.com
Carbon Venture Partners	125 University Ave Ste 88, Palo Alto, CA 94301	65066xxxx3
Catherine Dooling	650 Live Oak Ave, Menlo Park, CA 94025	65043xxxx3
Edward Jones	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com			5	4			91820		107000
McKinley Financial Group	555 Twin Dolphin Dr Ste 170, Redwood City, CA 94065	65055xxxx0											5	1
Santikul, Clifton	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	wms********@r.com							14640		16000
Eric Han - Ameriprise Financial Services	591 W Hamilton Ave Ste 110 Campbell, CA 95008	40866xxxx9	dns***@a*.com
168 Realty	1797 Shamrock Ave, Santa Clara, CA 95051	40876xxxx4	rea*******@g**.com
Gunn Financial	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx2	a.j*******@e********.com
Mission Investment Capital	39650 Liberty St, Fremont, CA 94538	51027xxxx0	aai*@y********.com
Enterprise Trust & Investment	15425 Los Gatos Blvd Ste 150, Los Gatos, CA 95032	40835xxxx1	ent*****@e*************.com	5	1
Third Point	2180 Sand Hill Rd Ste 400, Menlo Park, CA 94025	65039xxxx5
Morgan Stanley Wealth Management	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx8
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	aar**********@a*.com							222	4	222
King Paul	2105 S Bascom Ave Ste 148, Campbell, CA 95008	40887xxxx9
Sierra Ventures	2884 Sand Hill Rd Ste 100, Menlo Park, CA 94025	65085xxxx0	aar@s***********.com
UBS Financial Services Inc.	775 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	acc*************@u.com
Family Wealth Consulting Group	1740 Technology Dr Ste 260, San Jose, CA 95110	40845xxxx0	a@f***.net
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	ani********@a*.com
Mwy Fund Service	555 Twin Dolphin Dr, Redwood City, CA 94065	65048xxxx1
Cefcu	171 Branham Ln Ste 12, San Jose, CA 95136	40854xxxx0	aal************@c**.com	4.2	11					52107		52000
Winchester Development Group Co Borelli	1245 S Winchester Blvd, San Jose, CA 95128	40826xxxx9
Ameriprise Financial Advisors	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	ame***************@e.ameriprise
Jon Goldstein	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx0	acc**********@f**********.com
Umpqua Bank	225 W Santa Clara St Ste 150, San Jose, CA 95113	40875xxxx0	aam*******@u*******.com	3.4	15					50375	721	48000
Circarta Group Inc	2209 S Bascom Ave, Campbell, CA 95008	40887xxxx1
Happy Investments Inc Sunnyvale Ca	773 E El Camino Real #1035-E, Sunnyvale, CA 94087	40872xxxx5	cat*******@g**.com
Kris Sorensen - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40875xxxx6	wms********@r.com							13859		15000
Commercenet	169 University Ave, Palo Alto, CA 94301	65028xxxx0	ah@c*******.net
First Republic Bank - Temp. CLOSED	401 San Antonio Rd Ste 68 Mountain View, CA 94040	65038xxxx8	aa@f************.com			5	7
Securities America Inc	2000 Broadway St, Redwood City, CA 94063	65036xxxx3	aar******@s**************.com
Oh We Fancy	1901 Harrison St Ste 1100 Oakland, CA 94612	80077xxxx3	sal@s****.com							4843
Myhomesus Investments	2787 Moorpark Ave San Jose, CA 95128	42477xxxx0	ada****@e****.com	3.4	5	5	1	4.8	51	3741	2149	3600
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	and********@a*.com	5	2
Fidelity Investments	398 W El Camino Real Sunnyvale, CA 94087	40873xxxx0	a61**@f*****.com	3.7	26	2.6	38			338357		364000
Makena Capital Management	2755 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65092xxxx0	aaq**@m******.com
Morgan Stanley Wealth Management	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx1	acm*********@m**********.com
Mills Property & Investment Management	881 Park Ave, San Jose, CA 95126	40856xxxx5
Invest Zone Home Loan - Albert Lee	830 Stewart Dr #211, Sunnyvale, CA 94085	41526xxxx0	afr********@m**********.com
Cambria Group	2055 Woodside Rd Ste 195, Redwood City, CA 94061	65032xxxx0	ahe**@c*********.com
Plenaris Advisory	950 S Bascom Ave San Jose, CA 95128	40829xxxx8	ple***********@g**.com
Edward Jones - Financial Advisor: Travis Benjamin, CFP®	1001 Laurel St Ste D, San Carlos, CA 94070	65063xxxx4	a.j*******@e********.com							110145		110000
Morgan Stanley	2775 Sand Hill Rd, Menlo Park, CA 94025	76077xxxx8	aal*****@m**********.com	3.2	6					136581	3154	136000
Bo Shan	650 Live Oak Ave, Menlo Park, CA 94025	65043xxxx3
El Dorado Ventures	2440 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65085xxxx0
Beacon Pointe Advisors	900 E Hamilton Ave Ste 120 Campbell, CA 95008	40826xxxx0	aba***@b*********.com	2.3	3
Lai Hing Ester Ng - Ameriprise Financial Services	164 Main St Ste 206 Los Altos, CA 94022	65094xxxx0	dns***@a*.com							16		17
Morgan Stanley	225 W Santa Clara St, San Jose, CA 95113	65023xxxx4	aal*****@m**********.com							136582	3153	136000
Ingram & Associates Inc.	665 Belden Ct, Los Altos, CA 94022	65091xxxx8	con**@i*******************.com
Kensington Financial Group	1101 S Winchester Blvd Ste I-208 San Jose, CA 95128	40824xxxx5	fil*@f********.com			5	1
Integral Financial	1072 S De Anza Blvd Ste A206 San Jose, CA 95129	40899xxxx8	dee*********@i*.biz			1	4
SDL Ventures/SDL Capital	4984 El Camino Real Ste 230 Los Altos, CA 94022	65055xxxx5	fki***@s********.com
MoneyWise Financial Advisors	19925 Stevens Creek Blvd #100, Cupertino, CA 95014	40897xxxx1	jno*@m********.com
Triple Point Capital Partners	2420 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0	j.s**@t*.com
Vannini Capital Management	203 Redwood Shores Pkwy, Redwood City, CA 94065	65061xxxx0
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	aar**********@a*.com	4.5	2					229	4	229
Victory Finance Inc	2445 Augustine Dr #150, Santa Clara, CA 95054	65038xxxx8	inf@v***************.com	5	1
Rockpoint Capital	419 S San Antonio Rd, Los Altos, CA 94022	65055xxxx0
Dan Goldie Financial Services - Dirk Gilliard	750 Menlo Ave Ste 200, Menlo Park, CA 94025	65056xxxx1
Sami Najafi Shaeghi-Wealth Financial Advisor	50 W San Fernando St, San Jose, CA 95113	40849xxxx8	aab**@b**********.com							98327	1730	98000
Securities America Inc	160 W Santa Clara St, San Jose, CA 95113	40879xxxx4	aad******@s**************.com							3081	28	3700
Bay Ventures Group	101 California St, San Francisco, CA 94111	41590xxxx9
Cec Capital Management	2635 N 1st St, San Jose, CA 95134	40843xxxx5
Goldie Dan Finanical Services	750 Menlo Ave Ste 200, Menlo Park, CA 94025	65056xxxx1
Classic Portfolio Management	138 Yale Rd, Menlo Park, CA 94025	65032xxxx0
Evercore	2494 Sand Hill Rd, Menlo Park, CA 94025	65056xxxx0
Falcon Wealth Planning	2570 N First St Ste 200 San Jose, CA 95131	85596xxxx6	inf@f******.com	4.7	14	1	1
Flagstar Bank	19330 Stevens Creek Blvd, Cupertino, CA 95014	40883xxxx0
Ruby Lin - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3	blu******@r.com							16286		16000
Michael B Mulvihill Cfp	4030 Moorpark Ave, San Jose, CA 95117	40824xxxx1	dom**@a*********.com	3	2					3045	29	3600
Edward Jones - Financial Advisor: Daniel J Zachary, CFP®\|ChFC®\|AAMS™	39500 Stevenson Pl Ste 201, Fremont, CA 94539	51079xxxx0	a.j*******@e********.com	5	1					91054		105000
Edward Jones - Financial Advisor: Dennis H Laughlin, CFP®\|AAMS™	1165 Lincoln Ave Ste 320, San Jose, CA 95125	40899xxxx5	a.j*******@e********.com							90899		105000
Gold Quest Investment	333 W Maude Ave Ste 103, Sunnyvale, CA 94085	40873xxxx8
Edelman Financial Engines	3945 Freedom Cir #950, Santa Clara, CA 95054	83375xxxx3	aar*****@e********************.com	4.7	3					18855	23	20000
Goldsmith & Szabo	167 S San Antonio Rd Ste 16 Los Altos, CA 94022	65094xxxx0
Moore Financial Services, Inc.	39275 State St, Fremont, CA 94538	51049xxxx0	che*@m***********.com	4	8
Chad Parker - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	and*******@a*.com							210	4	209
Dinesh Sawal - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	alf*********@a*.com									136
TD Ameritrade	19349 Stevens Creek Blvd Cupertino, CA 95014	40897xxxx0	api@t***********.com			3	6			646210	192	658000
Affine Finance	1250 Oakmead Pkwy, Sunnyvale, CA 94085	41586xxxx7
Eckmann, Lois	3075A Hansen Way, Palo Alto, CA 94304	65047xxxx6	ale********@m.com
Sullivan & Serwitz Investment	779 Altos Oaks Dr, Los Altos, CA 94024	65094xxxx1	aa@c*************.com	3	2
Edward Jones	16190 Los Gatos Blvd Suite 102, Los Gatos, CA 95032	40835xxxx8	a.j*******@e********.com							91054		105000
Nexit Ventures	12930 Saratoga Ave Ste B9, Saratoga, CA 95070	40872xxxx5	ant********@n**********.com
Petersen Cathleen EA	14583 Big Basin Way Ste 6, Saratoga, CA 95070	40874xxxx2	adm@c*************.com	5	2
Daniel Lee	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx7	add******@f**********.com
Fulton Wealth Management Group-Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65085xxxx6	acc********@m**********.com
Rivermark Wealth Management	800 W El Camino Real Ste 180 Mountain View, CA 94040	40837xxxx7	inf@f******.com	5	6	5	1			254	21	290
Umpqua Bank Home Lending	225 W Santa Clara St Ste 150, San Jose, CA 95113	40883xxxx5	aar*******@u*******.com							50381	721	48000
Kera Capital Partners	Sacramento, CA 95817	40866xxxx4	inf@k*****.com
Yintai Investment Company	2001 Gateway Pl, San Jose, CA 95110	40856xxxx3
Thompson Hutton	800 El Camino Real, Menlo Park, CA 94025	65061xxxx2	god**@t***********.com							2		2
Corporate Commercial Real Estate Counselors CCREC	900 Lafayette St Ste 705 Santa Clara, CA 95050	40874xxxx0	inf@c******.com	5	6
Eric Han - Financial Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx9	dns***@a*.com	5	1
Embarcadero Capital Partners	99 Almaden Blvd, San Jose, CA 95113	40897xxxx4
Borelli Investment Co	1275 S Winchester Blvd, San Jose, CA 95128	40855xxxx6
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	aar**********@a*.com							229	4	229
Constellation Wealth Advisors	3000 Sand Hill Rd Ste 2-160, Menlo Park, CA 94025	65041xxxx9	dav@c************.com
Jim Galindo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40889xxxx7	rbc*******@r.com							13894		15000
Crescendo Venture	600 Hansen Way, Palo Alto, CA 94304	65047xxxx0	bpl*@c**************.com
Onesta Wealth Management, LLC	900 E Hamilton Ave, Campbell, CA 95008	40878xxxx8	joh****@o*********.com					5	6			40
Edward Jones	2778 Middlefield Rd, Palo Alto, CA 94306	65032xxxx6	a.j*******@e********.com							90897		105000	5	1
U.S. Venture Partners	2735 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0	aad*@u*.com							1433	24	1400
Morgan Stanley Wealth Management	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx4	acm*********@m**********.com
Sensiba	5960 Inglewood Dr Ste 201 Pleasanton, CA 94588	92527xxxx0	aar@s***.com			1.6	8			466	51	479
Everest Management Corp	10080 N. Wolfe Rd, 100 Suite SW3, Cupertino, CA 95014	40850xxxx5	dav@e*********.com
Cagan Mc Afee Capital Partners	20400 Stevens Creek Blvd, Cupertino, CA 95014	40887xxxx0	air@c**.com
James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Scundi Investment Management, LLC	19925 Stevens Creek Blvd #100, Cupertino, CA 95014	40897xxxx8	ebe@e******.com
Dean Jackson	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx6	add******@f**********.com
Merrill Lynch Wealth Management	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx1	ale********@m.com	3.5	2
RMK Scale Ventures	2330 Cabrillo Ave, Santa Clara, CA 95050	40851xxxx4	app@r**.com
Edward Jones - Financial Advisor: Aileen A Low	4966 El Camino Real, Ste 125 Los Altos, CA 94022	65056xxxx1	a.j*******@e********.com							91098		105000
Charles Schwab	240 3rd St Ste 100 Los Altos, CA 94022	65091xxxx3	ask****@s***.com			3.6	10			645561	219	656000
Pirates Payment Processing Solution	Pittsburg, CA 94565	51035xxxx1
Unire Real Estate Group	883 N Shoreline Blvd, Mountain View, CA 94043	40844xxxx6	inf@u********.com	5	1
Bradley Noval - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	bno*@a*.com
Realtor	5201 Great America Pkwy Suite 320, Santa Clara, CA 95054	41561xxxx5	c18***************************@s***.wixpress	5	23
Arlington Land & Investmen T Co. Inc.	PO Box 1237, San Jose, CA 95108	40827xxxx5
Don Woo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	don**@r.com
Morgan Stanley Wealth Management	2725 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aal*****@m**********.com							135925	3135	135000
H & Q Asia Pacific	400 Hamilton Ave Ste 250, Palo Alto, CA 94301	65083xxxx8	ahu*@h*.com							34		34
Giordano Wealth Management Group	644 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx4	all**@t****.com							6306	48	6300
Daulat	30920 Huntwood Ave Ste 203 Hayward, CA 94544	34787xxxx5	ric@d*****.com							2567		529
Thomas & Atkinson Capital Mgmt	1040 Noel Dr, Menlo Park, CA 94025	65092xxxx5
Duke Nguyen - Real Estate Way of Life	San Jose, CA 95112	66923xxxx2	duc*****@c****.com
Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx5	avi***********@a*.com
Global Financial Manage Inc	2471 Autumnvale Dr, San Jose, CA 95131	40858xxxx0	aai*@y********.com
Securities American	101 Metro Dr, San Jose, CA 95110	40845xxxx0	aar******@s**************.com							2996	28	3600
Odus & Associates LLC. R.E Investment & Management	2787 Moorpark Ave, San Jose, CA 95128	40888xxxx4	cus**********@n*********.com	3.7	6
Wells Fargo Advisors	550 S Winchester Blvd #601, San Jose, CA 95128	40824xxxx0	a-w*************@w***************.com							187173		188000
Homi Vacation Rentals	2010 El Camino Real #1390, Santa Clara, CA 95050	40859xxxx9	tea@h*********.com	5	17					11		121
MYeCFO	171 Main St Ste 230 Los Altos, CA 94022	65023xxxx9	adv***@m***.com			2	1
Honosutomo, Lucie	99 Almaden Blvd, San Jose, CA 95113	40881xxxx1	rbc*******@r.com							14640		16000
The Angels Forum Management Company	PO Box 1605, Los Altos, CA 94023	65085xxxx0	car@h*****.com
Alan D Biller & Assoc Inc	535 Middlefield Rd Ste 230, Menlo Park, CA 94025	65032xxxx3	ala@a********.com	5	2
Merrill Lynch Wealth Management	333 Middlefield Rd, Menlo Park, CA 94025	65047xxxx8	aas**********@m.com
Vertex Wealth Management	640 W California Ave Suite 210, Sunnyvale, CA 94086	65081xxxx6	dom*@e*********.com
Venture Growth Associates	2479 E Bayshore Rd Palo Alto, CA 94303	65085xxxx0
Whelan Capital Management	702 Marshall St, Redwood City, CA 94063	65036xxxx0	gwh**@w*.com
Edward Jones - Financial Advisor: Jim Knipple	69 Washington St, Santa Clara, CA 95050	40898xxxx9
TA Associates	70 Willow Rd, Menlo Park, CA 94025	65032xxxx0	aab********@t.com
Mission Hill Investments Inc	212 Clarence Way, Fremont, CA 94539	51062xxxx4
Edward Jones - Financial Advisor: Christopher D Anderson	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
Beck Investment Management	345 Hamilton Ave, Palo Alto, CA 94301	65032xxxx0
Skyline Asset Management	121 W Washington Ave, Sunnyvale, CA 94086	40874xxxx7
Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®\|ChFC®\|AAMS™	165 University Ave, Palo Alto, CA 94301	65032xxxx3	a.j*******@e********.com							90871		105000
evolution	19925 Stevens Creek Blvd, Cupertino, CA 95014		gvl*****@w****************.com
Kilinamjaro Capital	1047 El Camino Real, Menlo Park, CA 94025	65025xxxx0
Liberty Asset Management	544 San Antonio Rd Mountain View, CA 94040	65055xxxx1
Milpitas Boulevard Ventures	691 S Milpitas Blvd, Milpitas, CA 95035	40895xxxx5
Oimatsu USA \|Fiduciary Holdings & SECURITIES COMPANY\|		66930xxxx2
Boston Common Asset Management	702 Marshall St, Redwood City, CA 94063	65029xxxx9
3P Equity Partners	3031 Tisch Way Ste 130, San Jose, CA 95128	40898xxxx0	inf@3******.com										5	1
Fox Paine & Company	3500 Alameda De Las Pulgas Ste 150, Menlo Park, CA 94025	65023xxxx5	amb*@f*****.com
Siena Wealth Management Inc	1550 The Alameda Ste 300, San Jose, CA 95126	40828xxxx0	rho**@s********.com							6205	48	6200
Curran & Lewis Investment MNT	555 Twin Dolphin Dr, Redwood City, CA 94065	65062xxxx2	fer***@c***********.com
RWC Property Services	10080 N Wolfe Rd, Cupertino, CA 95014	40882xxxx6	ada@l*****.io	2.5	13
Stephen J Pavlina Investments	575 E Remington Dr #1G, Sunnyvale, CA 94087	40873xxxx3
Baird Global Investment Banking	4 Main St # 50, Los Altos, CA 94022	65094xxxx0	aac***@r****.com
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	ama*******@a*.com							200	2	201
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	45
Integrated Wealth Management	1275 Lincoln Ave Ste 8, San Jose, CA 95125	40828xxxx6
Whitney Investment Co.	801 Brewster Ave, Redwood City, CA 94063	65036xxxx0
Peter Jung - Ameriprise Financial Services	1700 S Winchester Blvd Ste 103 Campbell, CA 95008	40855xxxx3	dns***@a*.com
Bettencourt Real Estate Services	1251 Park Ave, San Jose, CA 95126	40827xxxx0	abh***@m********.com	4.2	5					4730	115	4700
Castellon Professional Services	1279 Poplar Ave No.119 Sunnyvale, CA 94086	41565xxxx6	jn@m*********.com			3	2
Saratoga Hills Group	20370 Town Center Ln Ste 122 Cupertino, CA 95014	40897xxxx3	inf@s****************.com
Tahoe Asset Management	19925 Stevens Creek Blvd, Cupertino, CA 95014	40865xxxx7
Protected Investors Of America	39111 Paseo Padre Pkwy, Fremont, CA 94538	51074xxxx4	afa**@p***************.com
Simply Do It	Cupertino, CA 95014	65044xxxx4	ama*@s*******.net			4.6	18
The Blue Jade Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3	blu******@r.com							13911		15000
Dfj	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	a-d**********@d.com
Zuk & Associates	535 Middlefield Rd, Menlo Park, CA 94025	65032xxxx5	aga*@z*********.com
Infinity Investment Consulting	4127 Bay St Ste 3, Fremont, CA 94538	51044xxxx0
Hilary Hendershott Wealth Management	1922 The Alameda, San Jose, CA 95126	40876xxxx5
Danny Rozansky, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx0	abl@r******.com							999	8	1000
Money Intelligence	Cupertino, CA 95014	40865xxxx3	con**@m*******.com			1	2
Platinum Retirement Solutions	1101 S Winchester Blvd Ste A109, San Jose, CA 95128	40824xxxx7	inf@p*************************.com									2
Us Trust	1000 El Camino Real Ste 100, Menlo Park, CA 94025	65046xxxx0
Philip T Castaneda - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Investment Exchange Services	360 Kiely Blvd, San Jose, CA 95129	40898xxxx5
Edv Management	702 Oak Grove Ave, Menlo Park, CA 94025	65085xxxx0
F & W Investment Co.	3750 Charter Park Dr, San Jose, CA 95136	40826xxxx6
Brian Araki	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx3	acc**********@f**********.com
Pariveda Investment Management	5050 El Camino Real Ste 102 Los Altos, CA 94022	65058xxxx1	ach**********@p*****.com
Hedge Trackers	1190 Saratoga Ave #110, San Jose, CA 95129	40835xxxx0	adm@h**********.com
Merrill Lynch Wealth Management	5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129	40855xxxx0	aas**********@m.com							209		277
Tellus			abu***@t******.com	4.6	9
Currenex	1700 Seaport Blvd Ste 240, Redwood City, CA 94063	65036xxxx7	aca**@c*****.com
KLVG Property Holdings	710 Lakeway Dr # 200, Sunnyvale, CA 94085	41425xxxx7	c18***************************@s***.wixpress	4	6
Osborne Partners Capital Management	525 Middlefield Rd, Menlo Park, CA 94025	65085xxxx0	aar**@o************.com
REI Invest Inc.	1161 Ringwood Ct Ste 130, San Jose, CA 95131	40843xxxx6											1	1
Golden Bay Capital	2910 Stevens Creek Blvd San Jose, CA 95128	40824xxxx9
Castaneda-Sargenti-Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com							13859		15000
Gibraltar Investment Corp	250 Del Medio Ave, Mountain View, CA 94040	65094xxxx2
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dch*@a*.com	5	1					40		43
RFS Investment	1217 Matisse Ct Sunnyvale, CA 94087	40877xxxx8
Kaspick & Company	203 Redwood Shores Pkwy Ste 300, Redwood City, CA 94065	65058xxxx0
Cefcu	3980 Rivermark Plz, Santa Clara, CA 95054	40854xxxx0	aal************@c**.com	4	4					52093		52000
El Camino Investment	2051 El Camino Real, Palo Alto, CA 94306	65032xxxx2
Albert Hsia - Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alb********@a*.com
Brian’s Trade	Sunnyvale, CA 94089	66920xxxx4
Edward Jones - Financial Advisor: Zubair A Hakimi, AAMS™	43360 Mission Blvd Ste 210, Fremont, CA 94539	51065xxxx6	a.j*******@e********.com							90981	5	105000
Connor Group	3979 Freedom Cir Ste 700 Santa Clara, CA 95054	65030xxxx1	aar@c*****.com	4.5	2							262
iManagements, LLC	970 W El Camino Real #3, Sunnyvale, CA 94087	40846xxxx5	inf@i***********.com
Morgan Stanley Wealth Management	1001 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	a.c****@p******.com							113779	3110	133000
Eaerendil	885 N San Antonio Rd, Los Altos, CA 94022	65094xxxx4
Lehrer Management Co.	20400 Stevens Creek Blvd, Cupertino, CA 95014	40899xxxx9	adi@c****.com							816		963
Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	deb*************@a*.com							87		93
Fremont Bank	160 W Santa Clara St Ste 100, San Jose, CA 95113	40866xxxx1	a.a***@f********.com	3	23					7244	387	7200
Greta Tseng - BQ Realty	3080 Olcott St Ste D232 Santa Clara, CA 95054	51076xxxx5	138******@1.com
Steve Bono	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx5	acc**********@f**********.com
Swan Ventures	Serving theSunnyvale Area	65032xxxx1
Edward Jones - Financial Advisor: Russell T Case, CFP®\|AAMS™\|CRPC™\|CRPS™	987 University Ave Ste 11, Los Gatos, CA 95032	40835xxxx8	a.j*******@e********.com							91054		105000
Prialta Advisors	1737 N 1st St, San Jose, CA 95112	40843xxxx0	bba**@p******.com
Tiemann Investment Advisors	750 Menlo Ave, Menlo Park, CA 94025	65056xxxx0	inf@t*****.net
Luma Partners	125 University Ave, Palo Alto, CA 94301	65046xxxx0	aas******@l*********.com							509	34	509
Tray3	150 Alta Vista Dr, Atherton, CA 94027	65023xxxx2	aai*@y********.com
Ameriprise Financial Advisors	3130 De La Cruz Blvd Ste 128 Santa Clara, CA 95054	40898xxxx5	ame***************@e.ameriprise							132678		134000
Elgan Investments	883 N Shoreline Blvd Mountain View, CA 94043	40872xxxx9	baf***************************@s***.wixpress
Capital Asset Management Co	2555 Park Blvd, Palo Alto, CA 94306	41526xxxx8
My Truong - Ameriprise Financial Services	1700 S Winchester Blvd Ste 103 Campbell, CA 95008	66930xxxx8	dns***@a*.com
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	51
Edward Jones	2280 Lincoln Ave Suite 100, San Jose, CA 95125	40844xxxx6	a.j*******@e********.com							110786		110000
Alpha Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx6	abc*****@u.com
Investors Capitol Management	1100 Alma St Ste 200, Menlo Park, CA 94025	86696xxxx1	bri*@f*****.com
Sigma Partners	1600 El Camino Real, Menlo Park, CA 94025	92590xxxx2	am@s************.com
S.I.M. Investment Corporation	65 W Hamilton Ave Ste 4, Campbell, CA 95008	40842xxxx0
Frank A Branson Inc	435 Middlefield Rd, Palo Alto, CA 94301	65032xxxx0
Parkhurst, Justin	99 Almaden Blvd, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
GSV Asset Management	2925 Woodside Rd, Woodside, CA 94062	65023xxxx7	cat****@g**.com
Vasona Financial Group	16615 Lark Ave Ste 200, Los Gatos, CA 95032	40835xxxx0
Sears Capital Management	300 3rd St Ste 6 Los Altos, CA 94022	65094xxxx7
Minjoo Lee, CPA	2950 Merced Street Suite 102D San Leandro, CA 94577	41525xxxx1				5	2
Bedrock Capital Management Inc	4300 El Camino Real, Los Altos, CA 94022	65020xxxx4	aah*@a*.com
Algo Depth	2191 Louis Rd, Palo Alto, CA 94303	40193xxxx8	adr*@a******.com
Edward Jones - Financial Advisor: Evonne Carter	855 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							110785		110000
S4 Capital	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0		3.5	2
Bordeaux Wealth Advisors	1550 El Camino Real Ste 100, Menlo Park, CA 94025	65028xxxx5	inf@b**************.com	5	5
Hynek Financial Adviser's	333 W Santa Clara St Ste 606, San Jose, CA 95113	40899xxxx0	gay*****@l.com
Federal Realty Investment Trust	3155 Olsen Dr, San Jose, CA 95117	40855xxxx0	aa@f************.com
Stasiak Ronald	51 E Campbell Ave, Campbell, CA 95008	40837xxxx0	ame****************@a*.com
FIG Capital	1091 Lincoln Ave, San Jose, CA 95125	40829xxxx0	dhc***@f*******.com	5	2
Tnp Capital Management Inc	894 Shirley Ave, Sunnyvale, CA 94086	40873xxxx5
Fornine Investment Co	2377 Senter Rd, San Jose, CA 95112	40829xxxx5
Edward Jones - Financial Advisor: Robert W Diaz	1309 S Mary Ave Ste 204, Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com							110145		110000
Edward Jones - Financial Advisor: Todd Bergstrom, CFP®\|AAMS™	21710 Stevens Creek Blvd #135, Cupertino, CA 95014	40897xxxx9	a.j*******@e********.com							87602		100000
Hillspire Inc.	1010 Alma St, Menlo Park, CA 94025	65032xxxx4		2.7	3
Nelson Capital Management	1860 Embarcadero Rd Palo Alto, CA 94303	65049xxxx0	adr***@n**********.com
Morgan Stanley Wealth Management	2775 Sand Hill Rd, Menlo Park, CA 94025	65092xxxx7	acm*********@m**********.com
Dcompr	19925 Stevens Creek Blvd Cupertino, CA 95014	40872xxxx1
Jeffrey Raegen - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	and*******@a*.com	4.5	2	1	1			210	4	209
Opus: Advice First - Ameriprise Financial Services	2479 E Bayshore Rd Ste 235 Palo Alto, CA 94303	65047xxxx0	and*********@a*.com			1.5	2			221	10	231
Southwest Expressway Investors	1540 Southwest Expy, San Jose, CA 95126	40829xxxx9		5	1
Valerie Nguyen-Private Client Advisor	50 W San Fernando St, San Jose, CA 95113	40831xxxx1	aab**@b**********.com							40892	181	41000
3P Equity Partners, LLC	3031 Tisch Way #130, San Jose, CA 95128	40898xxxx0	inf@3******.com
Todd Ferreira - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	amb**************@a*.com							63	4	61
New Dawn Investments	Cupertino, CA 95014	51266xxxx2	aar@n***************.com			5	2
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services	920 Saratoga Ave Ste 105C, San Jose, CA 95129	40849xxxx9	dns***@a*.com							51		51
Erik Cormier - Financial Advisor, Ameriprise Financial Services	522 Ramona St, Palo Alto, CA 94301	86028xxxx2	dns***@a*.com							325		332
Menlo Oaks Capital Group	885 Oak Grove Ave Ste 208, Menlo Park, CA 94025	65039xxxx2
Platinum Investment Partners	6155 Almaden Expy Ste 100, San Jose, CA 95120	40826xxxx7	b.r***@p*****.com							13	25	13
Flagstar Bank	2875 El Camino Real, Palo Alto, CA 94306	65031xxxx0
Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™	12297 Saratoga Sunnyvale Rd Ste 200, Saratoga, CA 95070	40887xxxx1	a.j*******@e********.com	1	1					90977		105000
Aspire Planning Associates	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40833xxxx4	bet@a************.com
Altos Investments, Inc	4 Main St Ste 210, Los Altos, CA 94022	65026xxxx4	and@t*******.com
WriteBusinessCapital	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40897xxxx3
Bennicas & Associates	2995 Woodside Rd Ste 250, Woodside, CA 94062	65085xxxx1	pat**************@b***************.com
SoftBank Vision Fund	300 El Camino Real, Menlo Park, CA 94025	65056xxxx0	dpo*******@t**********.com	4.3	15
Holloway Investment Co.	483 Seaport Ct, Redwood City, CA 94063	65036xxxx1	lau*@h**************.com
Into Wealth Inc	2077 Gold St, Alviso, CA 95002	40826xxxx8
Global Portfolio Dimensions	900 E Hamilton Ave Ste 100 Campbell, CA 95008	40842xxxx4
Wealth Cairn	910 E Hamilton Ave Ste 350 Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress							238		234
Birkbeck Capital	154 Cottonwood Ct Mountain View, CA 94043	65041xxxx8
Raymond James	644 Emerson St Ste 12, Palo Alto, CA 94301	65056xxxx1	aar**********@r*********.com							17365		18000
Nelson Capital	545 Middlefield Rd, Menlo Park, CA 94025	65032xxxx0
Holbrook Global Strategies	635 Bryant St, Palo Alto, CA 94301	65039xxxx8
DWR Wealth Management LLC	1884 The Alameda, San Jose, CA 95126	40826xxxx0
Prima Investment Group	4300 Stevens Creek Blvd UNIT 222, San Jose, CA 95129	40898xxxx9		5	1
Cleage Erik	19925 Stevens Creek Blvd Cupertino, CA 95014	40897xxxx0
L & A	30 Union Ave, Campbell, CA 95008	40837xxxx1	ame****************@a*.com							132496		134000
Silicon Valley Wealth Management Group	560 S Winchester Blvd Ste 500, San Jose, CA 95128	40870xxxx4											4	2
Capital Planning Partners	1 Almaden Blvd Ste 610, San Jose, CA 95113	40899xxxx3	inf@d************.com
Siena Wealth Management	3055 Olin Ave, San Jose, CA 95128	40824xxxx0	rho**@s********.com							5423	47	5500
Shashin Vora - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	ali*********@a*.com
Pace, Carlton, CFP	99 Almaden Blvd, San Jose, CA 95113	40894xxxx2	car*******@r.com
Charles Schwab	438 E El Camino Real, Sunnyvale, CA 94087	40852xxxx0	a.j*******@e********.com	3.1	21					646584	222	658000
Cerity Partners	203 Redwood Shores Pkwy, Redwood City, CA 94065	65046xxxx6	aa@c*************.com
Scion Capital LLC	20400 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx7		5	9
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	c.n***@a*.com	5	3					169		168
Blue Bell Enterprises	4020 Moorpark Ave, San Jose, CA 95117	40855xxxx0	cin@p************.com
Securities America Sure Tax Consultants	1530 Meridian Ave, San Jose, CA 95125	40897xxxx0	aad******@s**************.com							3081	28	3700
Jordan Smith - Morgan Stanley	20400 Stevens Creek Blvd Ste 350 Cupertino, CA 95014	40886xxxx7	acc********@m**********.com
Blanco Technology International	Los Altos, CA 94024	65096xxxx2				2	4
Techne Infiniti Ventures	20380 Town Center Ln Suite 212, Cupertino, CA 95014		ebe@e******.com
Future Legacy Management	21631 Stevens Creek Blvd, Cupertino, CA 95014	40844xxxx7	gs@f***********.com
Wells Fargo Private Bank	225 W Santa Clara St Ste 1400, San Jose, CA 95113	40894xxxx0	aar********@w*******.com	4.3	3					150743		11
Edward Jones - Financial Advisor: Aaron Chung	4966 El Camino Real Ste 125 Los Altos, CA 94022	65056xxxx1	a.j*******@e********.com							91055		105000
Carty Matt	3075 Hansen Way # B, Palo Alto, CA 94304	65084xxxx0
Peter Jung - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	40855xxxx3	dns***@a*.com
Umpqua Bank	2033 Gateway Pl, San Jose, CA 95110	40896xxxx5	aam*******@u*******.com							50259	717	48000
SageView Advisory Group	2570 N First St Suite 200, San Jose, CA 95131	40834xxxx0	ach@s*************.com	5	1
Stephanie Atalla - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com	5	1					16		20
Labrador Ventures	101 University Ave, Palo Alto, CA 94301	65036xxxx0	adm*************@r*****.dotearth
Mayfield Investment Company Inc	1023 Corporation Way Ste 2, Palo Alto, CA 94303	65049xxxx0
Leeward Financial & Insurance Services	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40898xxxx7	kev*@l*************.com
Retirement Capital Strategies (RCS)	1190 Saratoga Ave # 140, San Jose, CA 95129	40855xxxx0	bil*******@r*******.com							53		55
Merrill Lynch Wealth Management	3075A Hansen Way, Palo Alto, CA 94304	65047xxxx8	al_*******@m.com	3	5
Madrone Capital	1149 Chestnut St, Menlo Park, CA 94025	65085xxxx0	bfa*@a**********.com
Pwjohnson Wealth Management	2051 Grant Rd, Los Altos, CA 94024	40874xxxx2	aus***@p******.com
Edward Jones - Financial Advisor: Aileen A Low, CFP®	4966 El Camino Real Ste 125, Los Altos, CA 94022	65091xxxx0	a.j*******@e********.com							110786		110000
Robert W Stern - Ameriprise Financial Services	591 W Hamilton Ave Ste 110 Campbell, CA 95008	40866xxxx3	dns***@a*.com
Phil Nguyen - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx7	amb**************@a*.com							63	4	61
Madrone Capital	3000 Sand Hill Rd Ste 1-150, Menlo Park, CA 94025	65056xxxx0	bfa*@a**********.com
Allied Brokers	Pleasanton, CA 94566	92533xxxx0				5	2
Morgan Stanley	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx7	aal*****@m**********.com							136581	3154	136000
Pesta & Pesta Wealth Management	20370 Town Center Ln Cupertino, CA 95014	40822xxxx0	oli*@p**********.com
Edward Jones - Financial Advisor: Shane Jacksteit	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com	5	2	5	2			106		113
Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
Biagini Properties Inc	333 W El Camino Real # 240, Sunnyvale, CA 94087	40833xxxx0	con**@b**************.com	2.3	15
Mark Financial	10201 Phar Lap Dr, Cupertino, CA 95014	40825xxxx5
La Fosse Asset Management	812 Pollard Rd, Los Gatos, CA 95032	40888xxxx0	abh***@m********.com							4045	124	4700
Edward Jones - Financial Advisor: Rhonda Wentzel	1100 Alma St, Menlo Park, CA 94025	65032xxxx1	a.j*******@e********.com							110786		110000
Breakwater Capital Management	95 1st St Ste 138 Los Altos, CA 94022	65091xxxx0
Daly Ellen Real Estate Investor	Sunnyvale, CA 94085	40872xxxx0
John Plaza	835 Blossom Hill Rd Ste 220, San Jose, CA 95123	40844xxxx0	inf@f*********.com							82		117	5	1
Ai Asset Management	1090 Leslie Dr, San Jose, CA 95117	40898xxxx4	abi**************@m*.mil
Firelake Capital Management	575 High St Ste 330, Palo Alto, CA 94301	65032xxxx0	can***@f************.com
NewFons	3945 Freedom Cir #670, Santa Clara, CA 95054		inf@n*****.com
Oakhurst Financial	1059 Fremont Ave, Los Altos, CA 94024	40821xxxx3	jer@o**************.com	5	1
American Century Investments	1665 Charleston Rd, Mountain View, CA 94043	65096xxxx0	aan*******@a************.com							8686		8600
Edward Jones - Financial Advisor: Shane Jacksteit, CFP®\|CAP®\|AAMS™\|CRPC™	438 S Murphy Ave Suite 201, Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com	5	2					89814		103000
Blackbeard	6600 Dumbarton Cir, Fremont, CA 94555	71649xxxx1
Financial Clarity	2570 W El Camino Real Mountain View, CA 94040	65055xxxx0	con**@f*************.com
Sensiba	1900 S Norfolk St Ste 330 San Mateo, CA 94403	65035xxxx0	a@s*****.com							471	51	485
Symons R Kenneth Certified Financial Planner	659 Mccarty Ave, Mountain View, CA 94041	65096xxxx7
Sargenti, Gary	99 Almaden Blvd, San Jose, CA 95113	40894xxxx0
Fit Bearings	47881 Fremont Blvd, Fremont, CA 94538	51062xxxx8	doe@f********.com	4	1
Matzger James A	401 Alberto Way Ste 3, Los Gatos, CA 95032	40839xxxx0
CS Group - Morgan Stanley	20400 Stevens Creek Blvd STE 350, Cupertino, CA 95014	40886xxxx5	acc********@m**********.com
Menlo Equities	2901 Tasman Dr # 220, Santa Clara, CA 95054	40856xxxx0	a**@m**********.com
Fox Paine	2105 Woodside Rd Ste 4, Redwood City, CA 94062	65021xxxx0	amb*@f*****.com
Aegis Financial Advisory	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40868xxxx1	joe@a************.com							107		105
Raymond James	51 E Campbell Ave Unit 109, Campbell, CA 95009	40837xxxx0	con**@a********.com
Menlo Advisors	800 Oak Grove Ave, Menlo Park, CA 94025	65068xxxx0	inf@m***********.com
Edward Jones - Financial Advisor: Ivy L May	702 Marshall St Ste 400, Redwood City, CA 94063	65036xxxx8	a.j*******@e********.com							91054		105000
Edward Jones - Financial Advisor: Mandy Andrei, CFP®\|AAMS™	1045 W El Camino Real Suite C, Mountain View, CA 94040	65032xxxx6	a.j*******@e********.com	5	5					89814		103000
Grassi Investment Management	2350 Mission College Blvd, Santa Clara, CA 95054	65093xxxx0	buz@g*********.com
Pariveda Investment Management	2483 Old Middlefield Way, Mountain View, CA 94043	65058xxxx2	ach**********@p*****.com
Salt Creek Capital Management	726 Morgan Pl, Los Altos, CA 94024	65038xxxx0	and*@s*********.com
West Valley Properties Inc	280 2nd St Ste 110, Los Altos, CA 94022	65055xxxx4	apa*****@w*****************.com	3	2
Stanford Investment Group Inc	2570 W El Camino Real Ste 520, Mountain View, CA 94040	65094xxxx7
Far Western Land And Investment Company Inc.	3977 Fabian Way, Palo Alto, CA 94303	65073xxxx5
Fidelity Investments	2580 West El Camino Real Ste 9 Mountain View, CA 94040	80036xxxx5	a61**@f*****.com	3.5	14	2.3	12			336998		362000
Stanford Property & Finance	425 Sherman Ave, Ste 330 Palo Alto, CA 94306	65049xxxx0	and*@s*******.com			3.9	11
Fremont Bank	565 San Antonio Rd Ste 21, Mountain View, CA 94040	65039xxxx1	aar*******@f********.com	5	8					7244	387	7200
Fifth Set Capital	459 Hamilton Ave, Palo Alto, CA 94301	65027xxxx3
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®\|ChFC®	339 S San Antonio Rd Ste 1, Los Altos, CA 94022	65094xxxx6	a.j*******@e********.com							110786		110000
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	ale**********@a*.com	4.3	3
Principal	2099 Gateway Pl Ste 100 San Jose, CA 95131	40853xxxx0	and*********@p******.com			2	3			96	4	103
David Allen Rivas Realtor	165 S Murphy Ave suite b, Sunnyvale, CA 94086	40843xxxx2	dav******@g**.com	5	36					534	3	529
Rugh Financial	2225 E Bayshore Rd, East Palo Alto, CA 94303	65064xxxx4	nic@r***********.com
Fan Asset Management	201 San Antonio Cir Ste 265 Mountain View, CA 94040	65055xxxx0	ste******@f*****.com
Fidelity Investments	4160 N 1st St San Jose, CA 95134	80054xxxx9	a61**@f*****.com			2.1	15			335790		360000
Astellas Venture Capital	2882 Sand Hill Rd Ste 121, Menlo Park, CA 94025	65056xxxx0	add**@d.com
Silicon Valley Financial Group	950 S Bascom Ave, San Jose, CA 95128	40828xxxx0	bec@s*.com	5	3
El Dorado Ventures	702 Oak Grove Ave, Menlo Park, CA 94025	65085xxxx0
Morgan Stanley Wealth Management	8239 Enterprise Dr, Newark, CA 94560	51079xxxx0	acm*********@m**********.com							6403	58	6500
InterWest Partner	2710 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx5	abc*@i******.com
Dongding Investment Co	47697 Westinghouse Dr, Fremont, CA 94539	51049xxxx2
Wealth Cairn - An Investor Coaching Company	910 E Hamilton Ave #150, Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress	5	29					240		235
Silicon Valley Bank	3003 Tasman Dr, Santa Clara, CA 95054	40865xxxx0	aa@s**.com	3.2	19					6		7
Leylegian Investment Management Inc	813 El Camino Real, Atherton, CA 94027	65032xxxx0
Opportunity Fund	111 W Saint John St Ste 800, San Jose, CA 95113	40829xxxx4	ade@o************.org	3.7	67
Waddell & Reed Bay Area Market	1999 S. Bascom Ave Suite 400, Campbell, CA 95008	40836xxxx0	6d3***********************************@w***************.com
Julie Ping He, CFP - Gateway Financial Advisor	2570 North First St Ste 200 San Jose, CA 95131	40850xxxx8	adm***@g***********.com			5	8
Flagstar Bank	750 University Ave, Los Gatos, CA 95032	40845xxxx0	aar******@f*****.com
DWR Wealth Management	1884 The Alameda, San Jose, CA 95126	40826xxxx0	rex@d*********.com
U.s. Bank Atm - Capital Swap Meet	3630 Hillcap Ave, San Jose, CA 95136	80087xxxx7	dpr*@w*******.com	4.2	1508			4.7	267	24956	29372	43000
ATS Wealth Circle	19200 Stevens Creek Blvd Suite 240, Cupertino, CA 95014	40833xxxx8	inf@a*************.com
Morgan Stanley Wealth Management	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	aal*****@m**********.com
Edward Jones - Financial Advisor: Steve Duffy	900 Lafayette St Ste 503, Santa Clara, CA 95050	40824xxxx1	a.j*******@e********.com	5	3					89504		103000
Luminous Capital	4400 Bohannon Dr Ste 230, Menlo Park, CA 94025	65043xxxx8
Altos Realty Advisors, Inc.	114 S Sunnyvale Ave, Sunnyvale, CA 94086	40872xxxx0	alt*******@g****.com	4.5	52
Bayco Investment Co	1091 Industrial Rd Ste 215, San Carlos, CA 94070	65059xxxx0
Sar Capital Management LLC	5201 Great America Pkwy Suite 320, Santa Clara, CA 95054	35267xxxx4		5	1
Martin Wealth Management	1145 Merrill St, Menlo Park, CA 94025	65028xxxx0	hos*****@w*******.com
Frank A Branson Inc	200 Homer Ave, Palo Alto, CA 94301	65032xxxx0
Rugh Financial	2225 E Bayshore Rd Ste 200 Palo Alto, CA 94303	65064xxxx4	nic@r***********.com
Barbara Madden - Financial Advisor, Ameriprise Financial Services	164 Main St Ste 206, Los Altos, CA 94022	65094xxxx0	bar***********@a*.com							39		40
Pacific Investment Research	19925 Stevens Creek Blvd Suite 100 Cupertino, CA 95014	40821xxxx8	chi@p**********************.com									506
Ameriprise Financial Advisors	2479 East Bayshore Rd Ste 235 Palo Alto, CA 94303	65047xxxx0	ame***************@e.ameriprise							132659		134000
Davis Financial Management	2105 S Bascom Ave, Campbell, CA 95008	40834xxxx0	ali@d****.com
Prima Investment Group	4300 Stevens Creek Blvd, San Jose, CA 95129	40898xxxx9	miw******@g**.com										5	1
Williams Howie And Associates A Branch Of American Express	4675 Stevens Creek Blvd, Santa Clara, CA 95051	40826xxxx3	aar@a************.com							911065		79
Edward Jones - Financial Advisor: Rafe Ann Du Bois	1309 S Mary Ave Ste 204 Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com									34
Morgan Stanley Wealth Management	650 Castro St, Mountain View, CA 94041	65031xxxx0	acm*********@m**********.com
Westech Investment Advisors	3130 Alpine Rd, Portola Valley, CA 94028	65039xxxx6	abd****@w********.com
Altos Financial Planning Associates	4100 Moorpark Ave, San Jose, CA 95117	40824xxxx1	alt*****@e******.net
Asset Management Ventures	2595 E Bayshore Rd Ste 240, Palo Alto, CA 94303	65062xxxx8	ass@a*****.com
JPG Wealth Solutions Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40889xxxx7
Vista Wealth Management	306 Cambridge Ave, Palo Alto, CA 94306	65033xxxx0
Financial Engines	1050 Enterprise Way, Sunnyvale, CA 94089	40849xxxx0	aau****@f*************.com
Edward Jones - Financial Advisor: Linh B Thai	298 S Sunnyvale Ave, Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com							110145		110000
Stifel	550 S Winchester Blvd, San Jose, CA 95128	40898xxxx1	abb*@s***.com							5799		6200
Exchange Bank Trust & Investment	1 First St Ste 9 Los Altos, CA 94022	65054xxxx0	a@e***********.com							1358	125	1500
Battery Ventures	2882 Sand Hill Rd, Menlo Park, CA 94025	65037xxxx9	aag***@b****.com
Magic Venture Capital	335 Lowell Ave # 300, Palo Alto, CA 94301	65032xxxx9
Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com							169		168
Silicon Valley Quantitative	5615 Brookhurst Ct, San Jose, CA 95129	40862xxxx8	inf@s*****.com
The AuYeung Wealth Management Group - Morgan Stanley	Silicon Valley Center, 20400 Stevens Creek Blvd STE 350, Cupertino, CA 95014	40886xxxx8	acc********@m**********.com
Richard Simpson - Ameriprise Financial Services	3945 Freedom Circle Ste 460 Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Wfafn	3031 Tisch Way, San Jose, CA 95128	40872xxxx7
Phu Quy, Inc.	111 N Market St, San Jose, CA 95113	40859xxxx9
Bisceglia Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx4	abc*****@u.com
Alpha Impact Investment Management Partners	1280 Bay Laurel Dr, Menlo Park, CA 94025	65046xxxx5	aco***@i********.com
UBS Financial Services Inc	50 W San Fernando St, San Jose, CA 95113	40828xxxx0	aar*****@u.com							234444		249000
Ardent Capital	PO Box 455, Los Altos, CA 94023	65088xxxx8	inf@a************.com			5	1
Michael Adiutori - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx1	dns***@a*.com
Cereus Investment, Inc.	19925 Stevens Creek Blvd #100, Cupertino, CA 95014	40837xxxx1	alo*@c*************.com
Nicholson Co	4100 Moorpark Ave, San Jose, CA 95117	40837xxxx4	bob@t************.com
First Investors	2025 Gateway Pl San Jose, CA 95110	40845xxxx0
Authentikos Advisory	1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037	84432xxxx1	bxx******@a********.com			3	6					1500
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Nova Partners	185 Moffett Blvd, Mountain View, CA 94043	65069xxxx0
Brian Ruiz Insurance	4010 Moorpark Ave Ste 209 San Jose, CA 95117	40839xxxx0	bri@b***************.com			3.9	15			71355	2	70000
Mayer Jacqueline Cfp	4010 Moorpark Ave San Jose, CA 95117	40824xxxx0
Edward Jones - Financial Advisor: Vince DiPiero, CFP®	101 Church St Ste 18, Los Gatos, CA 95030	40835xxxx6	a.j*******@e********.com	5	1					110786	8	110000
Venturestar Inc	333 W San Carlos St, San Jose, CA 95110	40828xxxx8	aai*@y********.com	4.2	34
Evla Hills Equity Services	495 N Whisman Rd, Mountain View, CA 94043	65062xxxx9	don*****@e******.com
Peninsula Capital	1010 El Camino Real Ste 250, Menlo Park, CA 94025	65032xxxx0	bsm*@p**********.com
Shoreline Investment Management Company	1501 Page Mill Rd, Palo Alto, Ca 94304	65085xxxx4
Atrium Capital Corp	3000 Sand Hill Rd Ste 3-110, Menlo Park, CA 94025	65023xxxx8	bfa*@a**********.com
Firsthand Technology Value Fund, Inc	150 Almaden Blvd, San Jose, CA 95113	40888xxxx6	mir***@f*********.com
TD Thornton Group, Inc.	Sunnyvale, CA 94087	88883xxxx7	ale@t********.com	4.6	5
Edward Jones - Financial Advisor: Mary Beth Hambly	855 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							85136
Adam Ward - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx9	ada******@a*.com
Victor Adint - Raymond James	229 W Main St, Los Gatos, CA 95030	40840xxxx9	aar**********@r*********.com
Scion Capital	20400 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx7	gse*@s*******.com	5	9
Courtland Partners Ltd	1475 S Bascom Ave, Campbell, CA 95008	21652xxxx0	a@s**************.com
Grassi Investment Management	1804 N Shoreline Blvd Ste 140, Mountain View, CA 94043	65093xxxx0
Morris Management Co	2500 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0
Ventures Pejman Mar	320 High St, Palo Alto, CA 94301	65027xxxx6	ahm@p******.com
NRI Wealth	5201 Great America Pkwy # 350, Santa Clara, CA 95054	51081xxxx4	inf@n*******.com
Chinese Abraham Investment Advisors LLC	20111 Stevens Creek Blvd #200, Cupertino, CA 95014	40872xxxx5
First Statewide Realty	10080 N Wolfe Rd SW3-252, Cupertino, CA 95014	40825xxxx0	ang*****@f*****************.com	4.8	23						213	487
California Investment Co.	1438 Royal Ann Ct, San Jose, CA 95129	40825xxxx7
Rockefeller Capital Management	2570 W El Camino Real Ste 600, Mountain View, CA 94040	65055xxxx0	avi**@r***.com
Clarity Wealth Advisors	2160 The Alameda, San Jose, CA 95126	40856xxxx0	inf@c*******.com
Vita Planning Group Investment	900 N Shoreline Blvd, Mountain View, CA 94043	65056xxxx0	amy@v************.com
Edward Jones	21710 Stevens Creek Blvd Ste 140 Cupertino, CA 95014	40897xxxx9	a.j*******@e********.com			1.3	3			91820		107000
Horizon Investment Group	5050 El Camino Real, Los Altos, CA 94022	65094xxxx0
W & B Investments	43801 Mission Blvd Ste 201, Fremont, CA 94539	51040xxxx1	dea@w***********.net
Adero Partners	306 Cambridge Ave, Palo Alto, CA 94306	65025xxxx0
Maven Management	15 E Main St, Los Gatos, CA 95030	40840xxxx3	bri*@m****.com	4.1	19					34	4	33
Cali Investments	14510 Big Basin Way, Saratoga, CA 95070	40874xxxx0
Arta Finance	153 Castro St Suite 200, Mountain View, CA 94041	65031xxxx8	jsm*@a********.com	5	4
Edward Jones - Financial Advisor: Sy Nguyen	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
Stonecrest Financial	4675 Stevens Creek Blvd # 235, Santa Clara, CA 95051	40855xxxx0	aba*@s****************.net	4.1	18
Phuong N Quach - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	ani********@a*.com	4.3	3	5	1