Avila & Associates Consulting & Engineering Firm |
818 Main St, Pleasanton, CA 94566 |
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92522xxxx6 |
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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 |
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51083xxxx0 |
int**********@m************.com |
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3 |
1.8 |
8 |
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Edelman Financial Engines |
2175 N California Blvd Ste 800, Walnut Creek, CA 94596 |
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92535xxxx3 |
aar**@e***************.com |
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18783 |
21 |
20000 |
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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 |
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41524xxxx5 |
acc************@f************.com |
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Paradise Properties Inc. |
1001 Bridgeway, Sausalito, CA 94965 |
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41533xxxx0 |
inf*@p********.com |
3 |
2 |
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Financial Network Investment Corp |
1065 Stone Valley Rd, Alamo, CA 94507 |
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92567xxxx7 |
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Kenny Heller |
600 Montgomery St Ste 1600 San Francisco, CA 94111 |
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41573xxxx3 |
adm*******@c*****.com |
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5 |
91 |
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107322 |
16242 |
108000 |
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DABK Financial Planning Services |
1007 Villa Nueva Dr El Cerrito, CA 94530 |
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51055xxxx8 |
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5 |
4 |
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Wasi |
432 Clement St, San Francisco, CA 94118 |
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41593xxxx2 |
ale*******@w***.com |
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Granite Capital Management |
5707 Redwood Rd, Oakland, CA 94619 |
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51033xxxx0 |
jfu***@g****************.com |
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Umpqua Bank |
825 Irving St, San Francisco, CA 94122 |
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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 |
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51043xxxx6 |
atc@b*********.com |
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1 |
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Stenson Financial Corp |
101 Larkspur Landing Cir Ste 221, Larkspur, CA 94939 |
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41546xxxx0 |
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Legato Capital Management |
111 Pine St Ste 1700, San Francisco, CA 94111 |
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41540xxxx2 |
bar****@b***********.com |
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365 |
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399 |
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American Blue Chip Investment Management |
700 Larkspur Landing Cir Ste 199, Larkspur, CA 94939 |
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41546xxxx1 |
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Rekas Investment Properties |
3047 Fillmore St, San Francisco, CA 94123 |
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41580xxxx2 |
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Abundant Financial & Insurances Services |
39899 Balentine Dr Newark, CA 94560 |
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51036xxxx4 |
she****@a******.com |
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MSCI |
2100 Milvia St Berkeley, CA 94704 |
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51054xxxx2 |
arm**************@m********.com |
5 |
3 |
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Mia’s Fiduciary Services |
1271 Washington Ave, Ste 908, San Leandro, CA 94577 |
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51082xxxx1 |
bus*****@m*******.net |
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Verity Wealth Advisors |
1505 Bridgeway Ste 208, Sausalito, CA 94965 |
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41572xxxx4 |
and***@v***********.com |
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Mccullough And Associates |
101 California St Ste 3260, San Francisco, CA 94111 |
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41595xxxx0 |
rmc********@m*****.com |
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AXA Rosenberg Investment Management |
4 Orinda Way Ste E, Orinda, CA 94563 |
|
92525xxxx4 |
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3 |
1 |
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Agland Investme Management |
116 Washington Ave, Richmond, CA 94801 |
|
51077xxxx3 |
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Christopher Ransom Investments |
1300 Clay St Ste 600 Oakland, CA 94612 |
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51034xxxx4 |
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Ella Financial Advising |
5237 College Ave Oakland, CA 94618 |
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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 |
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41561xxxx5 |
aos*****@f************.com |
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Effective Assets |
1510 Walnut St Ste E Berkeley, CA 94709 |
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51054xxxx0 |
jus***@e**************.com |
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David Ellman-Private Client Advisor |
1333 N California Blvd, Walnut Creek, CA 94596 |
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92527xxxx6 |
aab****@b************.com |
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Belvedere Global Capital |
1 Blackfield Drive, Suite 120, Belvedere Tiburon, CA 94920 |
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41551xxxx8 |
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Sensato Investors |
1 Sansome St, San Francisco, CA 94104 |
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41527xxxx0 |
alp*****@i**************.com |
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Paulson Investments |
14 Orinda Way, Orinda, CA 94563 |
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92525xxxx4 |
aca********@p****************.com |
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Willow Grove Advisors |
2040 Bancroft Way #201, Berkeley, CA 94704 |
|
51070xxxx3 |
cla*****@w******************.com |
5 |
1 |
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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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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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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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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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The Berkeley Group |
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|
70738xxxx1 |
9b6*************************************@w*****************.com |
4.8 |
21 |
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903 |
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1100 |
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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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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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Garner Financial Management |
3620 Happy Valley Rd Ste 103, Lafayette, CA 94549 |
|
92528xxxx0 |
amy@g*******.com |
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Grossman Blake R |
45 Fremont St Ste 1500, San Francisco, CA 94105 |
|
41559xxxx0 |
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Mindful Money |
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|
51084xxxx2 |
myt***@m******.money |
5 |
1 |
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9740 |
|
9700 |
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A-Star |
16 Funston Ave, San Francisco, CA 94129 |
|
41548xxxx2 |
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Camejo Group |
1814 Franklin St Ste 503, Oakland, CA 94612 |
|
51058xxxx0 |
bbr*****@p*************************.com |
|
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Rhs Financial |
201 Mission St Ste 1875, San Francisco, CA 94105 |
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41549xxxx0 |
ale*@r***********.com |
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Wada Capital Management |
11100 San Pablo Ave Ste 203 El Cerrito, CA 94530 |
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51023xxxx0 |
inf*@w**********.com |
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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 |
|
41544xxxx0 |
wms**********@r**.com |
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14743 |
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16000 |
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Merrill Investment & Retirement Financial Center |
2546 San Pablo Ave, Berkeley, CA 94702 |
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51070xxxx0 |
dom*****************@b************.com |
1 |
1 |
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Bob Marshall - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
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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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Trillium Larkspur Office |
100 Larkspur Landing Cir, Larkspur, CA 94939 |
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41592xxxx5 |
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Dustin Brown - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
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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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Raymond James |
2350 Kerner Blvd Ste 370, San Rafael, CA 94901 |
|
41546xxxx6 |
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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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K S Enterprises |
991 Village Cir Oakland, CA 94607 |
|
51028xxxx6 |
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Evercore Partners |
3 Embarcadero Ctr, San Francisco, CA 94111 |
|
41598xxxx0 |
a.-*****@e*******.com |
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Crofton Capital Management |
1615 Bonanza St Ste 403, Walnut Creek, CA 94596 |
|
92593xxxx0 |
cra**@c********.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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Aperio Group |
3 Harbor Dr, Sausalito, CA 94965 |
|
41533xxxx0 |
aba*****@a**********.com |
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Equidex |
19 Sutter St, San Francisco, CA 94104 |
|
41554xxxx5 |
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Presidio Group Wealth Management |
1850 Mt Diablo Blvd, Walnut Creek, CA 94596 |
|
92527xxxx0 |
ale*********@p**************.com |
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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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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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Colorado Capital Funding Inc |
475 Sansome St, San Francisco, CA 94111 |
|
41590xxxx0 |
aam**********@b**.com |
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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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Arif Ahmed |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx9 |
add********@f************.com |
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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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Hoffman, Arch |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
wms**********@r**.com |
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14743 |
|
16000 |
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Davis Capital Parnters |
3 Harbor Dr, Sausalito, CA 94965 |
|
41572xxxx5 |
aag*****@a*********.com |
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Wayne Hill |
1 Front St 10th Fl, San Francisco, CA 94111 |
|
41524xxxx5 |
acc************@f************.com |
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Eagle Investment Systems |
525 Market St, San Francisco, CA 94105 |
|
41590xxxx1 |
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Securities America Inc |
226 Alderbrook Pl, Moraga, CA 94556 |
|
92537xxxx4 |
aad********@s****************.com |
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Mark Friedman - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41547xxxx0 |
fri***********@r**.com |
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Kraus Laurence G & Associates |
PO Box 259, Belvedere Tiburon, CA 94920 |
|
41543xxxx4 |
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Ashoka Investment & Management Services |
27A Iris Ave, San Francisco, CA 94118 |
|
41526xxxx7 |
inf*@a*********.com |
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Heritage Wealth Advisors - Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
|
92529xxxx0 |
ale********@a***.com |
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Ameriprise Financial Advisors |
600 W Grand Ave Oakland, CA 94612 |
|
51083xxxx3 |
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Internet Securities |
300 Frank H Ogawa Plz Oakland, CA 94612 |
|
51044xxxx0 |
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5 |
2 |
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Berla Investment Consulting |
35 Quail Ct, Walnut Creek, CA 94596 |
|
92594xxxx6 |
cor**@b*******.com |
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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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My Retirement Exit |
9245 Laguna Springs Dr Ste 200 Elk Grove, CA 95758 |
|
88858xxxx7 |
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5 |
1 |
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Nollenberger Investment Management |
101 California St Ste 3260, San Francisco, CA 94111 |
|
41544xxxx1 |
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BPGE Capital Management |
100 Pringle Ave, Walnut Creek, CA 94596 |
|
41543xxxx0 |
Inf*@b**********.com |
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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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Rose Bridge Wealth Management Group-Morgan Stanley |
1999 Harrison St, Oakland, CA 94612 |
|
51089xxxx0 |
acm***********@m************.com |
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Dipsea Capital |
2257 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41592xxxx2 |
chr**@d************.com |
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Outstanding Investment Company |
463 19th Ave, San Francisco, CA 94121 |
|
41583xxxx0 |
c18*****************************@s*****.wixpress |
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6 |
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Dawn Nicoles - Financial Advisor, Ameriprise Financial Services |
150 Post St Ste 530, San Francisco, CA 94108 |
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41554xxxx2 |
daw***********@a***.com |
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146 |
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F E Forbes Co Inc |
1795 Solano Ave, Berkeley, CA 94707 |
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51052xxxx3 |
afo****@f*******.com |
2.3 |
3 |
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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 |
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51096xxxx9 |
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Compass Rose Advisors Inc |
536 Belvedere St, San Francisco, CA 94117 |
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41549xxxx0 |
bet**@z*******.com |
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1543 |
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1500 |
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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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Pacific Investment Management Company |
11 Orchard Ct, Alamo, CA 94507 |
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92521xxxx8 |
aam***********@p****.com |
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Mithril Capital Management |
1 Letterman Dr, San Francisco, CA 94129 |
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41552xxxx2 |
abe********@v*******.com |
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Quacera Capital Management |
1216 Porta Ballena, Alameda, CA 94501 |
|
51022xxxx4 |
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Private Consulting Group |
900 Larkspur Landing Cir, Larkspur, CA 94939 |
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41546xxxx0 |
jra***@p****************.com |
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Stifel |
500 Ygnacio Valley Rd Ste 490, Walnut Creek, CA 94596 |
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92574xxxx0 |
abb****@s*****.com |
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4756 |
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5200 |
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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 |
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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 |
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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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Wealth By Design |
3030 Bridgeway Ste 109, Sausalito, CA 94965 |
|
41533xxxx0 |
bar****@w*******************.com |
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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 |
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100000 |
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Arenda Capital Management |
1100 Sacramento St, San Francisco, CA 94108 |
|
31037xxxx1 |
are**************@p****.dreamhost |
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Copernicus Capital Management |
2055 Lombard St, San Francisco, CA 94123 |
|
41558xxxx0 |
use*@d*****.com |
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Headland Ventures LP |
65 Cloud View Rd, Sausalito, CA 94965 |
|
41528xxxx0 |
bob@h***************.com |
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Morgan Stanley Wealth Management |
1999 Harrison St, Oakland, CA 94612 |
|
51083xxxx0 |
acm***********@m************.com |
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Edward Jones |
1336 Park St Ste D, Alameda, CA 94501 |
|
51074xxxx3 |
a.j*********@e**********.com |
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85136 |
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James Carbonell - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92527xxxx1 |
car***************@r**.com |
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Vista Terrace |
1335 Mt Pisgah Rd, Walnut Creek, CA 94596 |
|
92593xxxx6 |
gtu****@m******************.com |
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GMO LLC |
2150 Shattuck Ave. # 900, Berkeley, CA 94704 |
|
51064xxxx0 |
aal**********@g**.com |
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Doublejay Investment Management |
3189 Danville Blvd Ste 200, Alamo, CA 94507 |
|
92526xxxx8 |
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Concentric Wealth Management |
251 Lafayette Cir Ste 200, Lafayette, CA 94549 |
|
92596xxxx0 |
ama***@c****************.com |
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Laurel Realty & Investment |
294 29th St, San Francisco, CA 94131 |
|
41568xxxx7 |
inf*@l*************.com |
2.3 |
20 |
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77 |
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Citiland Investment Corp |
1707 Gough St, San Francisco, CA 94109 |
|
41547xxxx0 |
djl*******@g****.com |
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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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Catherine Woodman, Protected Investors of America |
1510 Walnut St Ste E, Berkeley, CA 94709 |
|
51054xxxx7 |
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Deutsche Bank Wealth Management |
101 California St, San Francisco, CA 94111 |
|
41561xxxx0 |
a.a@r****.com |
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Michael Morrone |
111 Pine St 7th Fl, San Francisco, CA 94111 |
|
41524xxxx1 |
add********@f************.com |
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90275 |
|
115000 |
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The McKenna Wealth Management Group - Morgan Stanley |
1999 Harrison St Suite 2200, Oakland, CA 94612 |
|
51089xxxx2 |
acc**********@m************.com |
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Church Capital Corporation |
320 E 14th St, San Leandro, CA 94577 |
|
51096xxxx9 |
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Agland Investment Management |
96 Kingston Rd, Kensington, CA 94707 |
|
51057xxxx3 |
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AFFINITY CAPITAL ADVISORS LLC |
825 Page St, Berkeley, CA 94710 |
|
41552xxxx0 |
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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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John Voegelin Keller - Financial Advisor, Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
|
92529xxxx0 |
cyn*************@a***.com |
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Bowhay Investments |
1036 Country Club Dr Ste 206, Moraga, CA 94556 |
|
41550xxxx8 |
bow******************@w**********.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 |
|
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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Bay Street Capital Holdings |
Palo Alto, CA 94301 |
|
65044xxxx4 |
axx***@b***********************.com |
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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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Kipling Capital Inc |
100 Shoreline Hwy Ste B200, Mill Valley, CA 94941 |
|
41533xxxx0 |
cco******@k*************.com |
|
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iCapRate |
555 California Street, 49th Floor, San Francisco, CA 94104 |
|
41565xxxx1 |
dte****@i*******.com |
|
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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 |
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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 |
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51083xxxx0 |
inf*@s****************.com |
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Michelle Schiro - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
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41544xxxx2 |
mic************@r**.com |
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Egan Brown - Morgan Stanley Wealth Management |
1999 Harrison St Ste 2200 Oakland, CA 94612 |
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51089xxxx5 |
acc**********@m************.com |
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Constellation Advisers |
50 California St, San Francisco, CA 94111 |
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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 |
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92525xxxx0 |
aag*****@l***********.com |
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Edward Jones - Financial Advisor: Kirk Cowan |
2412 Central Ave, Alameda, CA 94501 |
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51074xxxx3 |
a.j*********@e**********.com |
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87631 |
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100000 |
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Ditzler and Company |
6114 La Salle Ave Oakland, CA 94611 |
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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 |
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41544xxxx0 |
rbc*********@r**.com |
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True Capital Management |
101 Montgomery St, San Francisco, CA 94104 |
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41553xxxx0 |
aby*********@t**************.com |
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Generation Investment Management |
555 Mission St, San Francisco, CA 94105 |
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21258xxxx0 |
ale***************@g***********.com |
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Keith Loegering - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
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41544xxxx7 |
wms**********@r**.com |
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14743 |
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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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Prime Cap Lending |
1300 Clay St Ste 600 Oakland, CA 94612 |
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51059xxxx2 |
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Passport Capital |
1 Letterman Dr, San Francisco, CA 94129 |
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41532xxxx0 |
aha*@p**************.com |
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Coast Counties Property Management |
55 New Montgomery St, San Francisco, CA 94105 |
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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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Cerity Partners |
345 California St, San Francisco, CA 94104 |
|
41578xxxx5 |
aad***@c*************.com |
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Springbok Partners |
80 E Sir Francis Drake Blvd Ste 4C, Larkspur, CA 94939 |
|
41546xxxx0 |
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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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Mariposa Management |
2727 Mariposa St, San Francisco, CA 94110 |
|
41562xxxx9 |
*nn*@m*************.org |
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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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Welty Capital Management |
3650 Mt Diablo Blvd, Lafayette, CA 94549 |
|
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 |
|
41521xxxx0 |
ari***@m******.com |
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Lodestar Private Asset Management |
3201 Danville Blvd Ste 275, Alamo, CA 94507 |
|
92583xxxx4 |
ant****@l**********.com |
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Bellingham Investment Management |
62 Retiro Way, San Francisco, CA 94123 |
|
41556xxxx5 |
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Violich Capital Management |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41521xxxx4 |
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Delaware Investments |
101 California St Ste 3750, San Francisco, CA 94111 |
|
41521xxxx0 |
asp***@d******************.com |
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Merrill Investment & Retirement Financial Center |
2151 Shattuck Ave., Berkeley, CA 94704 |
|
51054xxxx2 |
dom*****************@b************.com |
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Dennis H Fong, CFP |
6114 La Salle Ave Ste PMB 758 Oakland, CA 94611 |
|
51033xxxx4 |
aar********@l**.com |
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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 |
|
41539xxxx5 |
agh***@f***************.org |
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Capital Concepts Investment Corp. |
160 Sansome St, San Francisco, CA 94104 |
|
41543xxxx5 |
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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 |
|
|
5 |
1 |
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|
87631 |
|
100000 |
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Tukman Grossman Capital Management |
60 E Sir Francis Drake Blvd, Larkspur, CA 94939 |
|
41546xxxx3 |
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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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Ruben Tarkhanyan-Private Client Advisor |
1333 N California Blvd, Walnut Creek, CA 94596 |
|
92541xxxx1 |
aab****@b************.com |
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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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Edmund Pan - Financial Advisor, Ameriprise Financial Services |
2033 N Main St Ste 363, Walnut Creek, CA 94596 |
|
92548xxxx6 |
dns*****@a***.com |
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Mariner Wealth Advisors |
6425 Christie Ave Ste 290 Emeryville, CA 94608 |
|
41592xxxx0 |
aal*************@m********************.com |
|
|
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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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 |
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92528xxxx0 |
bet*@g***************.com |
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RCM Robinson Capital Management |
27 Reed Blvd, Mill Valley, CA 94941 |
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41577xxxx1 |
dou*@r**************.com |
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Perigon Partners |
201 Mission St Ste 1825, San Francisco, CA 94105 |
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41543xxxx0 |
b@p**************.com |
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True Wealth Advisory Group |
1600 S Main St Ste 202, Walnut Creek, CA 94596 |
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92593xxxx6 |
inf*@t****************.com |
5 |
1 |
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Carroll Investment Co |
601 California St, San Francisco, CA 94108 |
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41598xxxx4 |
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Sage Investment Management |
3685 Mt Diablo Blvd Ste 360, Lafayette, CA 94549 |
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92528xxxx4 |
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Charles Raven Capital Management |
4 Embarcadero Ctr, San Francisco, CA 94111 |
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41521xxxx1 |
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Money Meaning & Choices Institute |
301 Mission St, San Francisco, CA 94105 |
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41526xxxx7 |
adm**@m***********.com |
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Stratagem Partnering |
595 Market St, San Francisco, CA 94105 |
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41554xxxx4 |
ang********@e***********.com |
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Charyn Asset Management Group |
2675 Folsom St, San Francisco, CA 94110 |
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41597xxxx0 |
kev**@c*************.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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K SK Property Management Investment Inc. |
1 Daniel Burnham Ct, San Francisco, CA 94109 |
|
41577xxxx5 |
dia***@k**********.com |
4.4 |
79 |
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Tessara Financial Advisors, Inc. |
100 Larkspur Landing Cir Ste 200, Larkspur, CA 94939 |
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80033xxxx5 |
inf*@t**************.com |
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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 |
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41539xxxx9 |
cst***@d****************.com |
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5035 |
299 |
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Areté Wealth Strategists |
2120 University Ave Fl 5 Berkeley, CA 94704 |
|
88854xxxx0 |
ash***@a*******.com |
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5 |
5 |
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Arch Hoffman - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
rbc*********@r**.com |
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EP Wealth Advisors |
2150 Shattuck Ave. #700, Berkeley, CA 94704 |
|
51069xxxx0 |
ab@e*******.com |
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Blackstone IP |
71 Stevenson St, San Francisco, CA 94105 |
|
41587xxxx5 |
emi*@b***********.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 |
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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 |
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43 |
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Hollis Capital Management |
3214 Jackson St, San Francisco, CA 94118 |
|
41592xxxx1 |
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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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Vision Capital Investment Management |
3450 Geary Blvd Ste 203, San Francisco, CA 94118 |
|
41573xxxx0 |
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Mark A. Friedman |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx0 |
ale***@f************.com |
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Millennium Financial |
5 Shoreline Ct Richmond, CA 94804 |
|
51077xxxx9 |
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Campodonico Investments |
600 California St, San Francisco, CA 94108 |
|
41536xxxx2 |
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J P King Advisors Inc |
1600 S Main St, Walnut Creek, CA 94596 |
|
92593xxxx5 |
con***@j*************.com |
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HFG Advisors |
2936 Domingo Ave #1, Berkeley, CA 94705 |
|
51038xxxx9 |
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1101 |
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1100 |
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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 |
|
11 |
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Lawrence Investment Co |
80230 Marion Ct, Lafayette, CA 94549 |
|
92528xxxx6 |
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Avondale Conquest |
631 Bridgeway, Sausalito, CA 94965 |
|
41533xxxx6 |
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Capital Management Advisor Group |
1283 Boulevard Way, Walnut Creek, CA 94595 |
|
92593xxxx0 |
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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 |
|
5 |
1 |
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Lianne Lim - Kingship Realty Group |
863C San Pablo Ave, Albany, CA 94706 |
|
51084xxxx6 |
|
5 |
4 |
5 |
5 |
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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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Abundant Management |
2912 14th Ave, Oakland, CA 94606 |
|
51043xxxx0 |
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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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Igp Industries |
100 Spear St, San Francisco, CA 94105 |
|
41588xxxx0 |
acc*******@i********.com |
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Edward Jones - Financial Advisor: Mark T Hegland |
1875 Lombard St Ste A, San Francisco, CA 94123 |
|
41544xxxx0 |
a.j*********@e**********.com |
|
10 |
|
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|
87631 |
|
100000 |
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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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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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Mercer Partners Wealth Management |
1243 Alpine Rd Ste 219, Walnut Creek, CA 94596 |
|
92593xxxx0 |
|
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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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SolidRock Development Group, Inc. |
14895 E 14th St Ste 400, San Leandro, CA 94578 |
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51053xxxx0 |
inf*@s**********.com |
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Bryan Partners |
600 Montgomery St, San Francisco, CA 94111 |
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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 |
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41549xxxx0 |
ada*@p***********.com |
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8 |
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Palisade Financial |
4801 Harbord Dr Oakland, CA 94618 |
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41520xxxx9 |
dav**@p****************.com |
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5 |
6 |
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F. E. Forbes Company, Inc. |
1795 Solano Ave, Berkeley, CA 94707 |
|
51052xxxx3 |
afo****@f*******.com |
2.3 |
3 |
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Cos and Company |
90 Heather Ave Apt 304, San Francisco, CA 94118 |
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41530xxxx0 |
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Calera Capital Advisors LP |
425 California St, San Francisco, CA 94104 |
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60466xxxx8 |
bab***@c************.com |
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Del Camp Investments Inc |
2120 Market St, San Francisco, CA 94114 |
|
41562xxxx1 |
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Edward Jones - Financial Advisor: William Fried |
2161 Allston Way, Berkeley, CA 94704 |
|
51070xxxx4 |
a.j*********@e**********.com |
|
81 |
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87631 |
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100000 |
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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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Edward Jones |
1981 N Broadway, Walnut Creek, CA 94596 |
|
92593xxxx3 |
a.j*********@e**********.com |
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Dci |
201 Spear St Ste 250, San Francisco, CA 94105 |
|
41576xxxx1 |
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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 |
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51092xxxx7 |
inf*@t***************.com |
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5 |
3 |
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Simple Life Financial |
216 San Carlos Ave El Cerrito, CA 94530 |
|
51052xxxx7 |
inf*@s******************.com |
5 |
1 |
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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 |
|
41542xxxx2 |
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Gerding Edlen Investment Management |
201 Clay St, San Francisco, CA 94111 |
|
41539xxxx1 |
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Armian Group |
1343 Locust St, Walnut Creek, CA 94596 |
|
92547xxxx0 |
ali**@a****.com |
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9 |
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9 |
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Semloh Financial Inc |
15 Altarinda Rd, Orinda, CA 94563 |
|
92525xxxx0 |
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Lakeside Investment Company |
475 14th St Oakland, CA 94612 |
|
51033xxxx8 |
dha****@l**************.com |
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Waldenvc |
Walden Vc 750 Battery St, San Francisco, CA 94111 |
|
41539xxxx5 |
art@w*******.com |
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Alchemy Management Group, Inc |
419 Laguna St Unit 1, San Francisco, CA 94102 |
|
41582xxxx3 |
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Eagle Investment Service |
5498 Geary Blvd, San Francisco, CA 94121 |
|
41537xxxx3 |
agl****@s***********.com |
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Bragg Investment Co Inc |
457 Parr Blvd, Richmond, CA 94801 |
|
51023xxxx2 |
bil*******@b*********.com |
3.9 |
16 |
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4.8 |
111 |
2989 |
689 |
3400 |
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Prospect Capital |
1 Front St Ste 1475, San Francisco, CA 94111 |
|
41598xxxx0 |
abh*****@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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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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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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Priority Consulting |
1935a Addison St, Berkeley, CA 94704 |
|
51025xxxx3 |
adm**@p**********.com |
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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 |
|
2100 |
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The Addington Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx9 |
rbc*********@r**.com |
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Protected Investors of America |
1550 Parkside Dr Ste 100, Walnut Creek, CA 94596 |
|
92574xxxx2 |
afa****@p*****************.com |
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Schuller, Edward |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
wms**********@r**.com |
|
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14743 |
|
16000 |
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Dombrowski Wealth Management |
Serving theBerkeley Area |
|
92593xxxx6 |
cat*****************@c*******.com |
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Laura J Boxer, Registered Investment Advisor LLC |
7564 Terrace Dr El Cerrito, CA 94530 |
|
51052xxxx5 |
lau**@l*********.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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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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|
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 Ste 100, Alameda, CA 94501 |
|
51052xxxx9 |
a.j*********@e**********.com |
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Sasser Investment Management |
436 14th St Ste 805 Oakland, CA 94612 |
|
51083xxxx0 |
inf*@s****************.com |
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Arsenio & Associates |
60 E Sir Francis Drake Blvd Ste 205, Larkspur, CA 94939 |
|
41546xxxx0 |
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RBC Wealth Management Branch - San Francisco |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
rbc*********@r**.com |
|
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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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|
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 |
|
|
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 |
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51083xxxx0 |
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Medley Partners Management |
50 California St, San Francisco, CA 94111 |
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41537xxxx0 |
aud***@m******.com |
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Proprietary Finance Ventures |
123 Mission St, San Francisco, CA 94105 |
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20259xxxx1 |
f3b*************************************@w*****************.com |
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Credit Repair Today |
350 Rhode Island St Ste 240, San Francisco, CA 94103 |
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41534xxxx8 |
inf*@m*******************.com |
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Steelriver Infrastructure Partners |
1 Harbor Dr Ste 101, Sausalito, CA 94965 |
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41529xxxx0 |
and***************@s*****************.com |
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Morfin Financial Services |
264 Arlington Ave, Kensington, CA 94707 |
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51052xxxx4 |
c18*****************************@s*****.wixpress |
3.7 |
3 |
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Bay Grove Capital |
801 Montgomery St, San Francisco, CA 94133 |
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41522xxxx3 |
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Morgan Stanley |
101 California St, San Francisco, CA 94111 |
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41569xxxx6 |
acm***********@m************.com |
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Artisan Partners Limited Partnership |
1 Maritime Plz, San Francisco, CA 94111 |
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41528xxxx0 |
a.a*******@a**************.com |
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Axiom Advisory Service |
1 Sansome St, San Francisco, CA 94104 |
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41548xxxx1 |
hel**@a************.com |
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Raymond James Financial Services |
2435 Divisadero St, San Francisco, CA 94115 |
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41534xxxx4 |
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5 |
2 |
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Mark Jongeward - Financial Advisor, Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
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92529xxxx0 |
cyn*************@a***.com |
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Alpine Investors |
1 California St, San Francisco, CA 94111 |
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41539xxxx0 |
aga****@a**************.com |
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Morgan Stanley Wealth Management |
1333 N California Blvd, Walnut Creek, CA 94596 |
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92593xxxx0 |
acm***********@m************.com |
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Bill Marshall - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
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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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Trainer Wortham & Co Inc |
475 14th St, Oakland, CA 94612 |
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51044xxxx0 |
aad*****@c********.com |
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Ansil Realty & Investment Co |
3701 Mt Diablo Blvd, Lafayette, CA 94549 |
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92596xxxx0 |
han*******@b*****.com |
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163 |
406 |
156 |
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Rittmann Capital Management |
1660 School St Ste 106B, Moraga, CA 94556 |
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92538xxxx3 |
ma**@r**************.com |
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Ian McGee - Financial Advisor, Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
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92529xxxx0 |
car************@a***.com |
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JMR Capital Management Inc |
44 Montgomery St Ste 3705, San Francisco, CA 94104 |
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51052xxxx5 |
inf*@s***************.com |
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Vault Chasing Investments |
20 Orinda Way Unit Ste 1841 Orinda, CA 94563 |
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51025xxxx1 |
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Liberty Hill Asset Management |
3650 24th St, San Francisco, CA 94110 |
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41520xxxx4 |
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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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Wells Fargo Private Bank |
770 Tamalpais Dr Ste 220, Corte Madera, CA 94925 |
|
41594xxxx7 |
aar**********@w*********.com |
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153030 |
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11 |
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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 |
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16000 |
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Ee Fund Management |
461 2nd St, San Francisco, CA 94107 |
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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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Base Ventures |
3030 Ashby Ave Ste. 100, Berkeley, CA 94705 |
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ale*@b***.ventures |
5 |
2 |
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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 |
|
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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Wealth Enhancement Group |
6333 Potrero Ave Ste 200 El Cerrito, CA 94530 |
|
51023xxxx4 |
aba****@w****************.com |
5 |
3 |
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Vert Asset Management |
85 Liberty Ship Way, Sausalito, CA 94965 |
|
41565xxxx9 |
inf*@v********.com |
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Ares Management |
1 Harbor Dr, Sausalito, CA 94965 |
|
41538xxxx0 |
a@a*******.com |
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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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KCM Investment Advisors |
300 Drakes Landing Rd, Greenbrae, CA 94904 |
|
41546xxxx8 |
cli**********@k**********.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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Andron Capital Management |
3650 Mt Diablo Blvd Ste 103, Lafayette, CA 94549 |
|
92528xxxx9 |
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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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JPM Asset Management Corp |
1736 Stockton St, San Francisco, CA 94133 |
|
41539xxxx8 |
jam***************************@w****.tigertech |
|
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|
Moirai Capital Mgmt |
708 Montgomery St, San Francisco, CA 94111 |
|
41598xxxx1 |
aat***@m*****.com |
|
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|
Ian Longtin - Financial Advisor, Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
|
92529xxxx0 |
cyn*************@a***.com |
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187 |
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188 |
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Cypress Properties Group |
985 Moraga Rd Ste 214, Lafayette, CA 94549 |
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92528xxxx0 |
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California Commercial Investments |
300 Frank H Ogawa Plz Ste 340 Oakland, CA 94612 |
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51026xxxx0 |
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Aegis Capital Management |
Emeryville, CA 94662 |
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51065xxxx3 |
afr****************@a***********.com |
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Jarrett Topel, CFP |
2907 Claremont Ave Ste 111 Berkeley, CA 94705 |
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51089xxxx0 |
gav**@t****.com |
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119 |
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115 |
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Milestone Financial Advisors |
533 Sutter St, San Francisco, CA 94102 |
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41543xxxx0 |
aar**@m**************.com |
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Newport Asia |
601 California St, San Francisco, CA 94108 |
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41567xxxx0 |
aas****@n*************.com |
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Robasciotti And Associates |
870 Market St, San Francisco, CA 94102 |
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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 |
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41543xxxx0 |
inf*@b*************.com |
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Moira Amado-McCoy, 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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De Luna Partners Inc |
25 Orinda Way Ste 305, Orinda, CA 94563 |
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92525xxxx0 |
jdl@d*************.com |
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Tilden Path Capital |
921 Grizzly Peak Blvd, Berkeley, CA 94708 |
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65086xxxx6 |
gau***@t****************.com |
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H C Financial Advisors Inc |
3685 Mt Diablo Blvd Ste 200, Lafayette, CA 94549 |
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92529xxxx0 |
a.c******@t*************.com |
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Wealth Plus |
2173 Francisco Blvd E Ste I, San Rafael, CA 94901 |
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41545xxxx6 |
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Patton & Associates |
160 Sansome St, San Francisco, CA 94104 |
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41539xxxx2 |
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Ifm Investors |
310 Harbor Dr, Sausalito, CA 94965 |
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41572xxxx5 |
aab***********@i***********.com |
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Berkeley Insurance & Financial Services |
555 Pierce St Ste 2 Albany, CA 94702 |
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51098xxxx1 |
a.i****@b****.com |
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4.7 |
3 |
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Mathematica Capital Management |
75 Gate 5 Rd, Sausalito, CA 94965 |
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41533xxxx4 |
jl@m*******.com |
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North Berkeley Investment Partners |
900 Colusa Ave, Berkeley, CA 94707 |
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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 |
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51026xxxx7 |
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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 |
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51052xxxx4 |
a.j*********@e**********.com |
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Trek Capital Management |
80 E Sir Francis Drake Blvd, Larkspur, CA 94939 |
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41546xxxx0 |
ab@f**************.com |
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Urban Pioneer |
3129 Fillmore St, San Francisco, CA 94123 |
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41581xxxx7 |
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Bersot Capital Management |
466 Green St, San Francisco, CA 94133 |
|
41538xxxx7 |
85c*************************************@w*****************.com |
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Creekside Partners |
3595 Mt Diablo Blvd Ste 300, Lafayette, CA 94549 |
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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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Edward Jones - Financial Advisor: Judith S Feuer |
3201 Danville Blvd Ste 162, Alamo, CA 94507 |
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92571xxxx7 |
a.j*********@e**********.com |
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Deyoe Wealth Management |
2150 Shattuck Ave, Berkeley, CA 94704 |
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51084xxxx2 |
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Wada Capital Management |
11100 San Pablo Ave, El Cerrito, CA 94530 |
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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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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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Deyoe Wealth Management |
2150 Shattuck Ave. #700, Berkeley, CA 94704 |
|
51084xxxx2 |
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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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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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Samantha Quintanilla - Keller Williams Peninsula Estates |
1430 Howard Ave, Burlingame, CA 94010 |
|
65097xxxx9 |
acc**********@k*.com |
5 |
4 |
5 |
19 |
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199106 |
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Pe Financial Group |
3 Harbor Dr Ste 107, Sausalito, CA 94965 |
|
41533xxxx4 |
joh******@p***************.com |
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Alecta Real Estate |
100 Drumm St, San Francisco, CA 94111 |
|
41532xxxx0 |
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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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Private Realty Investment |
80 E Sir Francis Drake Blvd Ste 400, Larkspur, CA 94939 |
|
41592xxxx5 |
bda****@p*****.com |
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Baker Street Advisors |
455 Market St, San Francisco, CA 94105 |
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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 |
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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 |
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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 |
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51084xxxx9 |
a@a*******.com |
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Jhahleh’s Consulting Services |
4719 Quail Lakes Dr Stockton, CA 95207 |
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20997xxxx9 |
fil***@g******.com |
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Wells Capital Management |
525 Market St, San Francisco, CA 94105 |
|
41539xxxx0 |
aan******@w*******.com |
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Bill Grayson - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx5 |
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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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Kaha Chkheidze - Financial Advisor, Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
|
92529xxxx0 |
dns*****@a***.com |
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86 |
4 |
86 |
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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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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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Wealth Enhancement Group |
1981 N Broadway Ste 225, Walnut Creek, CA 94596 |
|
92535xxxx0 |
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Cambridge Investments Limited |
2 Belvedere Pl Ste 320, Mill Valley, CA 94941 |
|
41538xxxx3 |
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Merrill Investment & Retirement Financial Center |
1536 Shattuck Ave., Berkeley, CA 94709 |
|
51089xxxx9 |
dom*****************@b************.com |
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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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Eng Financial Corp |
2212 Arlington Blvd, El Cerrito, CA 94530 |
|
51023xxxx5 |
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Terri Brown - RBC Wealth Management Financial Advisor |
300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904 |
|
41544xxxx5 |
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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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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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Bill Pezick |
400 Evelyn Ave Ste 211 Albany, CA 94706 |
|
51052xxxx1 |
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1 |
1 |
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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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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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Elmwood Wealth Management |
2027 Fourth St, Berkeley, CA 94710 |
|
51085xxxx3 |
bob@e************.com |
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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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Gary Berg - Private Wealth Advisor, Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
|
92529xxxx0 |
ang*******@a***.com |
|
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34 |
|
35 |
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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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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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Treehaven Investment Properties, Inc. |
2523 Ridge Rd #101C, Berkeley, CA 94709 |
|
51098xxxx4 |
7e7*************************************@w*****************.com |
4.1 |
9 |
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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 |
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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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Ridgecrest Capital Partners |
655 Montgomery St, San Francisco, CA 94111 |
|
41571xxxx3 |
ama*****@r************.com |
|
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Michael Griffin |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx8 |
acc************@f************.com |
|
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Edward Jones - Financial Advisor: Reed Nothwang |
100 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41592xxxx9 |
a.j*********@e**********.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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|
Jh Partners |
451 Jackson St Fl 3, San Francisco, CA 94111 |
|
41536xxxx0 |
bau*@j*********.com |
|
|
|
|
4.2 |
361 |
58431 |
|
64000 |
|
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Madison Park Financial |
155 Grand Ave Ste 1025, Oakland, CA 94612 |
|
51045xxxx4 |
bob@m******.com |
|
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|
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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DHR Investment Counsel |
5435 College Ave Oakland, CA 94618 |
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51059xxxx0 |
d.r*****@d*********.com |
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DHR Investment Counsel Ltd. |
5435 College Ave Ste 200, Oakland, CA 94618 |
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51059xxxx0 |
d.r*****@d*********.com |
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Fama Capital Wealth Management |
505 Montgomery St 11th Fl, San Francisco, CA 94111 |
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41587xxxx8 |
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Pershing |
100 Pine St, San Francisco, CA 94111 |
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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 |
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41598xxxx2 |
aba****@s*************.com |
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James Buckley |
111 Pine St, San Francisco, CA 94111 |
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41529xxxx9 |
acc************@f************.com |
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Broadmark Asset Management |
300 Drakes Landing Rd, Greenbrae, CA 94904 |
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41592xxxx0 |
bam**********@b*************.com |
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Liberty Group |
411 30th St Second Floor Oakland, CA 94609 |
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51065xxxx0 |
amc*******@l**************.com |
4.3 |
6 |
3.4 |
10 |
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1008 |
4 |
1000 |
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Angel Island Capital Services |
1 Embarcadero Ctr Ste 2110, San Francisco, CA 94111 |
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41561xxxx0 |
ama*******@a****.com |
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B Riley FBR |
1 Embarcadero Ctr, San Francisco, CA 94111 |
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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 |
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41557xxxx1 |
abc***@u**.com |
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Crocker, Mary A |
233 Post St, San Francisco, CA 94108 |
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41598xxxx8 |
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Foci Wealth Management - Ameriprise Financial Services |
100 Pringle Ave Ste 420, Walnut Creek, CA 94596 |
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41574xxxx0 |
dns*****@a***.com |
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74 |
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90 |
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Jeanmarie M. LaBonte |
111 Pine St, San Francisco, CA 94111 |
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41528xxxx0 |
add********@f************.com |
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Blume Capital |
1708 Shattuck Ave Ste 3, Berkeley, CA 94709 |
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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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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 |
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51083xxxx8 |
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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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Hornstein Investment Co |
505 Montgomery St, San Francisco, CA 94111 |
|
41539xxxx4 |
afa*****@l******.com |
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Koch Capital Management |
3189 Danville Blvd, Alamo, CA 94507 |
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92583xxxx4 |
jim@k**********.com |
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276 |
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Ambata Securities |
601 Montgomery St, San Francisco, CA 94111 |
|
41537xxxx0 |
aca**@j***.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 |
|
41585xxxx0 |
aam***********@t***********.com |
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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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Bornstein Law |
507 Polk St Ste 410, San Francisco, CA 94102 |
|
41540xxxx1 |
and***@b********.law |
4.6 |
173 |
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4.4 |
20 |
1306 |
31 |
1500 |
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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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Bay Ventures Group |
101 California St, San Francisco, CA 94111 |
|
41590xxxx9 |
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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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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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Stephens Michael |
1388 Sutter St Ste 725, San Francisco, CA 94109 |
|
41577xxxx1 |
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Compass Equity Advisors |
101 Montgomery St Ste 1400, San Francisco, CA 94104 |
|
41532xxxx0 |
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Jill Hollander Cfp |
2608 9th St Ste 302, Berkeley, CA 94710 |
|
51084xxxx7 |
bpo*@f*******************.com |
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Earnest |
535 Mission St, San Francisco, CA 94105 |
|
88860xxxx1 |
ac1*************************************@c******.gandi |
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Thiel Investment Co |
1335 Mt Pisgah Rd, Walnut Creek, CA 94596 |
|
92593xxxx6 |
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FTV Capital |
601 California St, San Francisco, CA 94108 |
|
41522xxxx0 |
aab*****@f*********.com |
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Pantheon Ventures Inc |
600 Montgomery St Ste 2300, San Francisco, CA 94111 |
|
41524xxxx0 |
abl******@p***************.com |
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Citi-Core Development Inc |
2354 Post St, San Francisco, CA 94115 |
|
41582xxxx0 |
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Spruce Capital Partners |
1 Maritime Plz, San Francisco, CA 94111 |
|
41551xxxx3 |
chi******@w***********.com |
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Read Investments |
2025 Fourth St, Berkeley, CA 94710 |
|
51070xxxx0 |
are***@r**************.com |
5 |
1 |
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Fruition Advisors LLC |
1159 Keith Ave, Berkeley, CA 94708 |
|
51050xxxx0 |
ali***@f***************.com |
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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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Norwood Investment Partners Gp |
100 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41541xxxx6 |
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Kera Capital Partners |
Sacramento, CA 95817 |
|
40866xxxx4 |
inf*@k******.com |
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Imprint Capital Advisors |
353 Sacramento St, San Francisco, CA 94111 |
|
41598xxxx0 |
agr****@i*********.com |
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Edward Schuller - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
wms**********@r**.com |
|
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|
14743 |
|
16000 |
|
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Stinson Capitol Management Investment Counsel |
235 Montgomery St, San Francisco, CA 94104 |
|
41595xxxx6 |
ag@p*****************.com |
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Hudson Mc Donald LLC |
1600 Shattuck Ave. #218, Berkeley, CA 94709 |
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51066xxxx0 |
aur******@h*************.com |
3.9 |
11 |
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Rittmann Capital Management |
2 Theatre Sq Ste 217, Orinda, CA 94563 |
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92525xxxx5 |
ma**@r**************.com |
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Merrill Lynch Wealth Management |
1995 University Ave, Berkeley, CA 94704 |
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51054xxxx0 |
aas***********@m*.com |
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Hawley, Dan |
1600 S Main St, Walnut Creek, CA 94596 |
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92590xxxx0 |
inf*@h*************.com |
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Agile Fund Solutions |
101 Clfornia Blvd, Walnut Creek, CA 94596 |
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41527xxxx8 |
abb**@a******.com |
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Sensiba |
5960 Inglewood Dr Ste 201 Pleasanton, CA 94588 |
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92527xxxx0 |
aar**@s*****.com |
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1.7 |
7 |
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461 |
51 |
474 |
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Orinda Asset Management |
4 Orinda Way, Orinda, CA 94563 |
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92525xxxx0 |
cki*********@o**********.com |
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The Seizin Group |
345 California St, San Francisco, CA 94104 |
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41544xxxx3 |
rbc*********@r**.com |
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Mc Taylor Associates |
1 Kaiser Plz Ste 1465 Oakland, CA 94612 |
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51098xxxx2 |
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Li Zhang Financial Services Inc |
601 Montgomery St, San Francisco, CA 94111 |
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41521xxxx4 |
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Impact Hub |
901 Mission St, San Francisco, CA 94103 |
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41562xxxx1 |
a.n******@i***********.org |
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North Berkeley Wealth Management |
1820 Solano Ave, Berkeley, CA 94707 |
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51052xxxx0 |
cdd******@w******************.com |
5 |
1 |
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568 |
23 |
546 |
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IMK Investment LLC |
1 Embarcadero CTR STE 500, San Francisco, CA 94111 |
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41540xxxx0 |
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Balance Financial Planning |
5438 Shafter Ave Oakland, CA 94618 |
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51084xxxx2 |
che***@b********.com |
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5 |
2 |
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Umpqua Bank |
450 Sansome St Ste 120, San Francisco, CA 94111 |
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41526xxxx1 |
ana***************@u*********.com |
3.2 |
14 |
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4 |
1189 |
50651 |
669 |
49000 |
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Kaplan, Gary J |
3030 Bridgeway Ste 111, Sausalito, CA 94965 |
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41533xxxx0 |
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Pirates Payment Processing Solution |
Pittsburg, CA 94565 |
|
51035xxxx1 |
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City National Bank |
2001 N Main St Ste 120, Walnut Creek, CA 94596 |
|
92527xxxx0 |
aba*******@n*******.cnb |
3.1 |
7 |
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5371 |
151 |
5900 |
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Parros Maggie |
909 Montgomery St Ste 500, San Francisco, CA 94133 |
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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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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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Pollak & Pollak Wealth Management - Ameriprise Financial Services |
25 Orinda Way Ste 205, Orinda, CA 94563 |
|
92590xxxx0 |
dns*****@a***.com |
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2 |
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400 |
10 |
392 |
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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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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 |
|
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 |
|
51084xxxx7 |
bpo*@f*******************.com |
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Brouwer & Janachowski |
1831 Tiburon Blvd, Belvedere Tiburon, CA 94920 |
|
41543xxxx0 |
cke****@f**********.com |
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Thorne Asset Management |
716 Montgomery St, San Francisco, CA 94111 |
|
41559xxxx1 |
abh*****@b*****************.com |
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582604 |
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46 |
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Brownstone Investment Company |
300 Montgomery St Ste 435, San Francisco, CA 94104 |
|
41539xxxx0 |
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Vector Capital |
Steuart Tower, 1 Market St #2300, San Francisco, CA 94105 |
|
41529xxxx0 |
a@v************.com |
1 |
2 |
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Marin Financial Advisors |
80 E Sir Francis Drake Blvd Ste 1A, Larkspur, CA 94939 |
|
41592xxxx2 |
adv***@m******.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 |
|
100000 |
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Daulat |
30920 Huntwood Ave Ste 203 Hayward, CA 94544 |
|
34787xxxx5 |
ric*@d******.com |
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2567 |
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2900 |
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Cortese Investment Company |
3595 Mt Diablo Blvd, Lafayette, CA 94549 |
|
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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NWK Group |
50 California St Ste 1500, San Francisco, CA 94111 |
|
41524xxxx0 |
chu****@n*******.com |
5 |
1 |
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970 Geary Entry Gate |
970 Geary St, San Francisco, CA 94109 |
|
41593xxxx3 |
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Kinkosha Inc. |
660 Sacramento St, San Francisco, CA 94111 |
|
41576xxxx5 |
ali*******@f****.com |
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Industry Ventures |
522 Washington St, San Francisco, CA 94111 |
|
41527xxxx1 |
acc****@i***************.com |
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5 |
8 |
349 |
63 |
353 |
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Coit-Gemmer Capital Management |
1655 N Main St Ste 270, Walnut Creek, CA 94596 |
|
92594xxxx0 |
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Habib Amir |
22 Sugarloaf Ter, Alamo, CA 94507 |
|
92594xxxx1 |
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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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Nicole Simoni - Financial Advisor, Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
|
92529xxxx0 |
cyn*************@a***.com |
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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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Lenme Inc |
1111 Broadway Ste 300, Oakland, CA 94607 |
|
41554xxxx0 |
aar**********@f************.com |
|
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6524 |
|
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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GI Partners |
188 The Embarcadero Ste 700, San Francisco, CA 94105 |
|
41568xxxx0 |
agn**@g*********.com |
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Mosher & Ellis Financial, Inc. |
3658 Mt Diablo Blvd Ste 210, Lafayette, CA 94549 |
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92528xxxx0 |
inf*@m*************.com |
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FSC Securities |
1330 Arnold Dr Ste 249, Martinez, CA 94553 |
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92537xxxx0 |
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Berkeley Investment Advisors |
201 Spear St # 1100, San Francisco, CA 94105 |
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51036xxxx0 |
ray*******@b*****************.com |
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Terry Kotsatos - Edward Jones |
1301 Solano Ave Ste 201 Albany, CA 94706 |
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51023xxxx5 |
a.j*********@e**********.com |
5 |
5 |
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Financial Network Investment Corp |
9074 Broadway Ter, Oakland, CA 94611 |
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51045xxxx4 |
bea*@c*********.com |
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Infinity Financial Services |
211 10th St Ste 338, Oakland, CA 94607 |
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51058xxxx0 |
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Bay Area Investment Company, Inc. |
2648 International Blvd Ste 800, Oakland, CA 94601 |
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51053xxxx8 |
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Alina Bocu |
111 Pine St, San Francisco, CA 94111 |
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41526xxxx5 |
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Progressive Asset Management Inc |
499 14th St, Oakland, CA 94612 |
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51028xxxx9 |
abl***@s*******.com |
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Phocas Financial Corp |
980 Atlantic Ave Ste 106, Alameda, CA 94501 |
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51052xxxx0 |
cec*********@p**************.com |
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Financial Connections Group Inc. |
21 Tamal Vista Blvd Ste 105, Corte Madera, CA 94925 |
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41592xxxx1 |
bpo*@f*******************.com |
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Seidler / Cattich Group |
345 California St, San Francisco, CA 94104 |
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41544xxxx5 |
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Fremont Group |
199 Fremont St, San Francisco, CA 94105 |
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41551xxxx1 |
aal******@f***********.com |
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JW Harrison Financial Advisors |
1655 N Main St Ste 390, Walnut Creek, CA 94596 |
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92527xxxx1 |
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Brian Addington - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
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41544xxxx9 |
bri************@r**.com |
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TIAA Financial Services |
4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111 |
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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 |
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41527xxxx0 |
ade**@p************.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 |
5 |
45 |
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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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Tradewinds Investment Management LP |
3 Harbor Dr, Sausalito, CA 94965 |
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41528xxxx0 |
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BG Asset Management |
2801 Pinole Valley Rd Ste 210, Pinole, CA 94564 |
|
51074xxxx1 |
mar********@b***.us |
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4.1 |
31 |
5113 |
93 |
5200 |
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Aspire Capital Management |
1990 N California Blvd, Walnut Creek, CA 94596 |
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92593xxxx3 |
bet**@a**************.com |
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Merrill Lynch Wealth Management |
101 California St 24th Fl, San Francisco, CA 94111 |
|
41527xxxx0 |
ale*********@m*.com |
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Tom Beaty |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx8 |
add********@f************.com |
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Ferris Robert L |
580 California St, San Francisco, CA 94104 |
|
41557xxxx9 |
bry*************@r**********.com |
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Catamount Ventures Management |
400 Pacific Ave, San Francisco, CA 94133 |
|
41527xxxx0 |
inf*@c****************.com |
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Catalyst Financial Planning & Investment Management |
70 Washington St Ste 203 Oakland, CA 94607 |
|
51054xxxx1 |
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Core Asset Management |
108 Caledonia St, Sausalito, CA 94965 |
|
41533xxxx0 |
jnm********@c********.com |
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Amaral Financial Planning |
San Jose, CA 95123 |
|
40879xxxx9 |
ama*********@p*********.is |
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5 |
44 |
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Lilia’s Investing Academy |
Albany, CA 94706 |
|
51055xxxx3 |
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Guneet Bains-Ajmani-Private Client Advisor |
1333 N California Blvd, Walnut Creek, CA 94596 |
|
92546xxxx0 |
abc*******@b************.com |
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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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Gifford Fong Associates |
3658 Mt Diablo Blvd Ste 200, Lafayette, CA 94549 |
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92529xxxx0 |
pxx****@g****.net |
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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 |
|
92524xxxx0 |
ben@w************.com |
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Rosewood Capital |
1 Maritime Plz Ste 1575, San Francisco, CA 94111 |
|
41536xxxx6 |
ann*@r**********.com |
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Umpqua Bank |
450 Sansome St, San Francisco, CA 94111 |
|
41526xxxx1 |
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J. William Pezick |
Foothill Securities Inc, 211 PLaza Professional Building, El Cerrito, CA 94530 |
|
51052xxxx1 |
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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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RBC Wealth Management |
1990 N California Blvd, Walnut Creek, CA 94596 |
|
92527xxxx0 |
rbc*********@r**.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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Michelle Nicolas Pollak - Ameriprise Financial Services |
25 Orinda Way Ste 205 Orinda, CA 94563 |
|
92590xxxx0 |
dns*****@a***.com |
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400 |
10 |
392 |
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Sfa Management Corp |
44 Montgomery St, San Francisco, CA 94104 |
|
41536xxxx0 |
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The Hoffman Xu Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
joh*******@c*.rbcwealthmanagement |
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5 A Capital |
268 Bush St, San Francisco, CA 94104 |
|
41563xxxx5 |
inf*@5********.com |
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Topel & DiStasi Wealth Management |
2907 Claremont Ave, Berkeley, CA 94705 |
|
51089xxxx0 |
gav**@t****.com |
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115 |
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Catalyst FPIM Corp |
70 Washington St Ste 203, Oakland, CA 94607 |
|
51054xxxx1 |
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Park Place Wealth Advisors |
18 Orinda Way Orinda, CA 94563 |
|
92525xxxx6 |
dan@t**********.com |
5 |
1 |
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DURR Enterprise Corporation |
4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111 |
|
86672xxxx8 |
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Lahtinen, Eric Ameriprise Financial |
455 Market St Ste 1480, San Francisco, CA 94105 |
|
41577xxxx9 |
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Paragon Asset Management Inc |
Oakland, CA 94607 |
|
51055xxxx8 |
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J & J Design House |
Suisun City, CA 94534 |
|
|
jnj***********@g****.com |
|
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5 |
1 |
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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 |
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41567xxxx0 |
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The Riverside Co. |
455 Market St, San Francisco, CA 94105 |
|
41534xxxx1 |
aab********@r***************.com |
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1001 Canal Blvd Investor’s |
1001 Canal Blvd Richmond, CA 94804 |
|
51023xxxx6 |
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1 |
1 |
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Housatonic Partners |
1 Post St Ste 2600, San Francisco, CA 94104 |
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41595xxxx0 |
ala*******@h*****************.com |
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Berman Capital |
2350 Taylor St, San Francisco, CA 94133 |
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41534xxxx0 |
cas**@b********.com |
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Grubman Financial Consulting |
Serving theBerkeley Area |
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51088xxxx0 |
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Central Financial Management |
456 Montgomery St, San Francisco, CA 94104 |
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41539xxxx8 |
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Morgan Stanley |
1999 Harrison St, Oakland, CA 94612 |
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51083xxxx0 |
acm***********@m************.com |
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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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Uplift Investing |
308 Catalina Blvd, San Rafael, CA 94901 |
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21292xxxx5 |
con****@u**************.com |
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28 |
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Karp Capital Management |
221 Caledonia St, Sausalito, CA 94965 |
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41534xxxx5 |
and*@k**********.com |
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Horizon Holdings |
101 Clay St, Oakland, CA 94607 |
|
41578xxxx0 |
axx*****@w**********.com |
4.4 |
689 |
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693384 |
10709 |
16 |
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David Dudek |
111 Pine St, San Francisco, CA 94111 |
|
41583xxxx3 |
acc************@f************.com |
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American Express |
Oakland, CA 94601 |
|
51053xxxx1 |
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Bill Pezick |
400 Evelyn Ave, Ste 299, Albany, CA 94706 |
|
51052xxxx1 |
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Shelley M. Gill |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx2 |
add********@f************.com |
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The Batchery |
1935 Addison St Berkeley, CA 94704 |
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and**@b*******.com |
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West Asset Management Park |
900 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41592xxxx3 |
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Verity Wealth Advisors |
220 Halleck St, San Francisco, CA 94129 |
|
41556xxxx0 |
and***@v***********.com |
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Fortisure Ventures |
88 Kearny St, San Francisco, CA 94108 |
|
41539xxxx0 |
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Lawndale Capital Management |
591 Redwood Hwy Frontage Rd Ste 2345, Mill Valley, CA 94941 |
|
41538xxxx8 |
inf*@m*******.com |
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Sequence Advisors |
1512 La Loma Ave, Berkeley, CA 94708 |
|
51054xxxx5 |
inf*@s***************.com |
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Lassen Capital Management |
46 Shattuck Sq, Berkeley, CA 94704 |
|
51064xxxx2 |
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Cortese Investment Company |
21 Lafayette Cir, Lafayette, CA 94549 |
|
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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Greta Tseng - BQ Realty |
3080 Olcott St Ste D232 Santa Clara, CA 95054 |
|
51076xxxx5 |
aar********@g****.com |
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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 |
|
41528xxxx0 |
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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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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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Zachary Persin - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92527xxxx4 |
dav*********@r**.com |
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Pequot Capital Management |
1 Market Plz Ste 1700, San Francisco, CA 94105 |
|
41584xxxx0 |
ave*****@s************.com |
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Sequoia Investment Management Corp |
2828 Greenwich St, San Francisco, CA 94123 |
|
41544xxxx5 |
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Perkins Investment Management |
3629 Sacramento St, San Francisco, CA 94118 |
|
41535xxxx4 |
abc*******@j*************.com |
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Proteus Capital |
350 California St Ste 1750, San Francisco, CA 94104 |
|
65023xxxx4 |
inf*@p**************.com |
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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 |
|
100000 |
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Allspring Global Investments |
525 Market St, San Francisco, CA 94105 |
|
86687xxxx5 |
abe***********@a**************.com |
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Matthew Forrey - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92527xxxx0 |
car***************@r**.com |
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Noroian Capital Management |
3685 Mt Diablo Blvd Ste 353, Lafayette, CA 94549 |
|
92529xxxx0 |
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Rosenberg Investment Management |
4 Orinda Way, Orinda, CA 94563 |
|
92525xxxx4 |
a.l*******@a*****.com |
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Stubbs, Eric |
345 California St, San Francisco, CA 94104 |
|
21270xxxx5 |
wms**********@r**.com |
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14743 |
|
16000 |
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Amber Investment Co |
132 9th St Ste 200, Oakland, CA 94607 |
|
51089xxxx0 |
ste*********@a**************.com |
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Index Gurus |
5350 Paso Del Rio Way, Concord, CA 94521 |
|
92535xxxx0 |
far**@i*********.com |
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5 |
47 |
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Ftv |
555 California St, San Francisco, CA 94104 |
|
41522xxxx0 |
aab*****@f*********.com |
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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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Edward Jones - Financial Advisor: Samantha Dinh |
2065 Mountain Blvd, Oakland, CA 94611 |
|
51033xxxx0 |
a.j*********@e**********.com |
|
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|
85136 |
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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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Charyn Auctions |
1445 4th St, Berkeley, CA 94710 |
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51098xxxx8 |
kev**@c*************.com |
4.2 |
6 |
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3.5 |
7 |
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 |
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41544xxxx3 |
joh*******@c*.rbcwealthmanagement |
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12807 |
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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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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 |
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92588xxxx4 |
jus***@q*******.com |
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Cecchin Townsend Group |
345 California St, San Francisco, CA 94104 |
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41544xxxx8 |
joh*******@c*.rbcwealthmanagement |
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Advisor Partners |
2185 N California Blvd, Walnut Creek, CA 94596 |
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41547xxxx7 |
ama******@a**************.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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PFK Development Group LTD |
301 Mission St Apt 36C, San Francisco, CA 94105 |
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41539xxxx5 |
inf*@c*****************.com |
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Flagstar Bank |
300 Drakes Landing Rd, Greenbrae, CA 94904 |
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41592xxxx5 |
aar********@f*******.com |
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ROMAR Wealth Management |
600 Grand Ave Ste 301 Oakland, CA 94610 |
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51081xxxx9 |
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5 |
13 |
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Optima Investments INC |
900 N Point St Ste H108, San Francisco, CA 94109 |
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41567xxxx0 |
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Scott Pollak - Ameriprise Financial Services |
25 Orinda Way Ste 205 Orinda, CA 94563 |
|
92590xxxx0 |
dns*****@a***.com |
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400 |
10 |
392 |
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Morgan Stanley |
1333 N California Blvd, Walnut Creek, CA 94596 |
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92593xxxx0 |
aal*******@m************.com |
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112831 |
3036 |
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Healthcare Financial Management Association |
845 Jackson St, San Francisco, CA 94133 |
|
70853xxxx0 |
ab@h***.org |
3.6 |
63 |
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4.9 |
71 |
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40 |
11000 |
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Bell Investment Advisors |
1111 Broadway #1630, Oakland, CA 94607 |
|
80070xxxx9 |
bba****@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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Pollak & Pollak Wealth Management - Ameriprise Financial Services, LLC |
25 Orinda Way, Ste 205, Orinda, CA 94563 |
|
92590xxxx0 |
dns*****@a***.com |
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400 |
10 |
392 |
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Triple Tree |
1485 Bay Shore Blvd Ste 11, San Francisco, CA 94124 |
|
41540xxxx1 |
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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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Admiralty Investments |
2925 Regent St, Berkeley, CA 94705 |
|
51054xxxx0 |
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Tao's Investment |
600 California St Fl 20, San Francisco, CA 94108 |
|
41556xxxx8 |
acc**********@v*********.com |
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The Access Fund |
44 Montgomery St, San Francisco, CA 94104 |
|
41539xxxx0 |
aar**@a*********.org |
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First Pacific Bonding |
109 Bartlett St, San Francisco, CA 94110 |
|
41590xxxx2 |
ton**@f********.com |
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Bay Consultant |
Berkeley, CA 94702 |
|
51052xxxx0 |
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Golden Bear Mortgage & Investment Co |
1201 Solano Ave Ste 101, Albany, CA 94706 |
|
51052xxxx8 |
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Chip Factory |
365 Vermont St, San Francisco, CA 94103 |
|
41525xxxx2 |
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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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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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Alpha Shares Inc |
1515 Oakland Blvd, Walnut Creek, CA 94596 |
|
92593xxxx1 |
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Ameriprise Financial Advisors - Bak Chan & Associates |
1 Kaiser Plz Oakland, CA 94612 |
|
51089xxxx0 |
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Money Manager Review |
1550 California St, San Francisco, CA 94109 |
|
41538xxxx1 |
d.w*****@m************.com |
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The Financial Advisory Group |
299 Arguello Blvd, San Francisco, CA 94118 |
|
41575xxxx2 |
dbi*****@m**********.com |
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Advisors Group |
1760 Solano Ave Ste 209A Berkeley, CA 94707 |
|
51052xxxx8 |
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Dagny Maidman |
111 Pine St, San Francisco, CA 94111 |
|
41583xxxx9 |
add********@f************.com |
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Andrews Financial Planning |
228 Windsor River Rd Ste 112 Windsor, CA 95492 |
|
70732xxxx3 |
ka@a***********************.com |
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5 |
2 |
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Black Rock |
400 Howard St, San Francisco, CA 94105 |
|
41559xxxx0 |
aam*********@b********.com |
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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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Phxa |
2401 Kerner Blvd, San Rafael, CA 94901 |
|
41548xxxx0 |
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Polaris Financial Services Inc. |
300 Tamal Plz Ste 175, Corte Madera, CA 94925 |
|
41592xxxx2 |
e@p***********.com |
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15 |
4400 |
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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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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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Wellington Management |
201 Clay St, San Francisco, CA 94111 |
|
41562xxxx0 |
aab*****@w*********.com |
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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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|
California Bank & Trust |
400 Thomas L Berkley Way, Oakland, CA 94612 |
|
51041xxxx0 |
aar**********@c***********.com |
4.3 |
4 |
|
|
|
|
6542 |
9 |
6600 |
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Citi Personal Wealth Management |
2000 Shattuck Ave, Berkeley, CA 94704 |
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51084xxxx6 |
aar**********@c********.com |
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Catapult Advisors |
33 New Montgomery St, San Francisco, CA 94105 |
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41559xxxx0 |
apa**@c***************.com |
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71 |
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Vitucci & Associates |
877 Ygnacio Valley Rd Ste 220, Walnut Creek, CA 94596 |
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92547xxxx0 |
car*****@d******************.com |
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Golden Bridge Capital Management |
100 The Embarcadero, San Francisco, CA 94105 |
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41535xxxx0 |
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Albert J Heeg Investment Management |
2231 Harbor Bay Pkwy, Alameda, CA 94502 |
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51086xxxx0 |
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Vault chasing Investment |
Orinda, CA 94563 |
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32324xxxx6 |
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Tom Mills |
3685 Mt Diablo Blvd Ste 250, Lafayette, CA 94549 |
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92531xxxx1 |
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Home & Investment Realty |
445 Bellevue Ave, Oakland, CA 94610 |
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51071xxxx6 |
ida*****@g****.com |
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The Voleon Group |
2484 Shattuck Ave., Berkeley, CA 94704 |
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51070xxxx0 |
a-k@v*****.com |
3.1 |
25 |
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D. A. Flowers & Company, LLC |
1400 Shattuck Ave. Suite 5, Berkeley, CA 94709 |
|
51086xxxx8 |
aha****@d******************.com |
5 |
1 |
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Guardian Investment Management |
1120 Mar West St, Belvedere Tiburon, CA 94920 |
|
41593xxxx2 |
d-j@g*******.com |
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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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Advantage Wealth |
3189 Danville Blvd Ste 280, Alamo, CA 94507 |
|
92583xxxx0 |
dwi***@a**************.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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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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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 |
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100000 |
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TD Ameritrade |
1383 S Main St, Walnut Creek, CA 94596 |
|
92528xxxx0 |
aam***********@t***********.com |
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646215 |
192 |
658000 |
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Allied Brokers |
Pleasanton, CA 94566 |
|
92533xxxx0 |
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5 |
2 |
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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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Chang & Associates Financial Advisors |
2820 Telegraph Ave, Berkeley, CA 94705 |
|
51054xxxx2 |
mch***@c*********************.com |
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Edward Comar - Private Wealth Advisor, Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
|
92529xxxx0 |
dns*****@a***.com |
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Umpqua Bank |
1333 N California Blvd Ste SL30, Walnut Creek, CA 94596 |
|
92590xxxx9 |
abc*******@u*********.com |
2.3 |
7 |
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4 |
1189 |
50651 |
669 |
49000 |
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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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Scottrade - Online Trading & Stock |
770 Tamalpais Dr Ste 310, Corte Madera, CA 94925 |
|
41592xxxx8 |
dns*****@s*****.com |
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646228 |
192 |
658000 |
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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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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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Wang Brothers Investments |
1117 Virginia St D, Berkeley, CA 94702 |
|
92538xxxx5 |
inf*@w**********************.com |
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Luna Xu - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
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Fremont Bank |
1735 N Broadway, Walnut Creek, CA 94596 |
|
92595xxxx1 |
a@f**********.com |
3.5 |
6 |
|
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7265 |
335 |
7300 |
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Fairlead Financial Advisors |
215 Reed Blvd, Mill Valley, CA 94941 |
|
41538xxxx0 |
joh*******@f**********.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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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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Sensiba |
1900 S Norfolk St Ste 330 San Mateo, CA 94403 |
|
65035xxxx0 |
a@s*****.com |
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Edward Jones - Financial Advisor: Yvonne I Ceresa, CFP®|CFA® |
1350 Arnold Dr Ste 100, Martinez, CA 94553 |
|
92533xxxx2 |
a.j*********@e**********.com |
|
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160 |
|
153 |
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Dynamic Fund Management, LLC |
655 Montgomery St Ste 540, San Francisco, CA 94111 |
|
41584xxxx3 |
ab@w**********.com |
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Union Financial Partners |
2001 Union St Ste 270, San Francisco, CA 94123 |
|
41535xxxx0 |
a.t********@u*********.com |
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Modern Family Finance |
Oakland, CA 94612 |
|
41529xxxx6 |
hel**@g*********.co |
|
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5 |
8 |
|
|
269 |
|
273 |
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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 |
|
740 |
|
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Gemmer Asset Management |
1655 N Main St Ste 280, Walnut Creek, CA 94596 |
|
92593xxxx0 |
anm**@g********.com |
|
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Kendall Financial Services |
1508 San Pablo Ave, Pinole, CA 94564 |
|
51078xxxx1 |
|
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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 |
|
75 |
|
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Fh One Inc. |
1212 Broadway, Oakland, CA 94612 |
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51062xxxx7 |
sup****@h*********.com |
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3300 |
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Access Property Management |
10955 San Pablo Ave, El Cerrito, CA 94530 |
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51023xxxx1 |
inf*@f**************.com |
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5 |
1 |
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Umpqua Bank |
303 Corte Madera Town Ctr, Corte Madera, CA 94925 |
|
41578xxxx4 |
aam*********@u*********.com |
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4 |
1189 |
50650 |
669 |
49000 |
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Ashley Evans |
1 Front St 23rd Fl, San Francisco, CA 94111 |
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41526xxxx6 |
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Dixon Financial Svc |
875 Las Trampas Rd, Lafayette, CA 94549 |
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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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Elmwood Wealth Management |
2027 Fourth St Ste 203, Berkeley, CA 94710 |
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51085xxxx3 |
bob@e************.com |
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Rubicon Financial Partners |
1151 Harbor Bay Pkwy Ste 135, Alameda, CA 94502 |
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51052xxxx3 |
dwo**@r********.com |
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Parkside Advisors Llc |
2040 Bancroft Way Ste 300, Berkeley, CA 94704 |
|
51088xxxx0 |
aud***@p***************.com |
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Mellon Financial Corp |
525 Market St Fl 35, San Francisco, CA 94105 |
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41539xxxx6 |
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KNN Public Finance |
2054 University Ave Ste. 300, Berkeley, CA 94704 |
|
51083xxxx0 |
bbo***@k*****.com |
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Cardinal Point Capital |
220 Halleck St, San Francisco, CA 94129 |
|
41593xxxx2 |
*re*@c*******************.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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American Pegasus LDG |
142 Sansome St 2nd Fl, San Francisco, CA 94104 |
|
41596xxxx5 |
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Roofstock Inc |
2001 Broadway Suite 400, Oakland, CA 94612 |
|
80046xxxx6 |
age**@r********.com |
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14000 |
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Spiesberger, Steven |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
wms**********@r**.com |
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14743 |
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16000 |
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Delta Investment Management |
555 Montgomery St Ste 1501, San Francisco, CA 94111 |
|
41524xxxx7 |
gxx***********@d******.com |
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Nearon Enterprises |
101 Ygnacio Valley Rd Ste 450, Walnut Creek, CA 94596 |
|
92574xxxx0 |
ada****@n*****.com |
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Pantheon Ventures Inc |
200 California St, San Francisco, CA 94111 |
|
41578xxxx9 |
ad@p**************.com |
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Canyon Equity |
101 Larkspur Landing Cir Ste 310, Larkspur, CA 94939 |
|
41592xxxx0 |
cbu**@c***********.com |
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Hollis Street Investors |
1480 64th St, Emeryville, CA 94608 |
|
51059xxxx0 |
abd*****@i****.com |
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164234 |
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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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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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Stewart & Patten Co |
3675 Mt Diablo Blvd, Lafayette, CA 94549 |
|
41542xxxx2 |
dev******@c***************.com |
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Trillium Asset Management Co |
100 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41539xxxx6 |
ajo*******@t*************.com |
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Catherine Chen - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
mic************@r**.com |
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Skyknight Capital |
1 Letterman Dr Bldg C, San Francisco, CA 94129 |
|
41552xxxx4 |
car*****@s***************.com |
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Hannah Investment |
405 Kains Ave Ste 101 Albany, CA 94706 |
|
51052xxxx3 |
gta**@h***************.com |
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Valo Group |
21 Columbus Ave, San Francisco, CA 94111 |
|
41579xxxx1 |
bb@v********.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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Thomas Fezler - Private Wealth Advisor, Ameriprise Financial Services |
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 |
|
92529xxxx0 |
cyn*************@a***.com |
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2 |
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American Financial Management Group |
1515 Aurora Dr, San Leandro, CA 94577 |
|
51028xxxx2 |
inf*@a*****************.net |
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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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Arch Capital Management |
180 Harbor Dr, Sausalito, CA 94965 |
|
41533xxxx5 |
adm**@a**********.com |
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Sage Investment Management |
3749 St Francis Dr, Lafayette, CA 94549 |
|
92528xxxx4 |
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Integrity Builders & Investments |
Concord, CA 94524 |
|
92576xxxx3 |
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3.5 |
11 |
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Wilson and Boucher Capital Management |
533 Moraga Rd, Moraga, CA 94556 |
|
92524xxxx0 |
ben@w************.com |
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Maintain A Property Maintenance Service |
2800 Van Ness Ave, San Francisco, CA 94109 |
|
41544xxxx7 |
ape***@a******.com |
|
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4.8 |
39 |
1881 |
285 |
1800 |
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Sterling Bank & Trust |
735 Webster St Oakland, CA 94607 |
|
51083xxxx0 |
agl****@s***********.com |
|
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3.1 |
7 |
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West Coast Financial |
1814 Franklin St, Oakland, CA 94612 |
|
51086xxxx0 |
abe****@w*****************.com |
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Firm Directions Advisors |
236 W Portal Ave, San Francisco, CA 94127 |
|
41556xxxx9 |
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Morgan Stanley Wealth Management |
101 California St, San Francisco, CA 94111 |
|
41569xxxx0 |
aar***********@m***********************.com |
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Thomas Van Dyck - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
mic************@r**.com |
|
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Arlington Investment Co. |
1521 Fifth St, Berkeley, CA 94710 |
|
51065xxxx2 |
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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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Terra Global Investment Management |
1948 Green St, San Francisco, CA 94123 |
|
41521xxxx1 |
ang*****@t*****************.com |
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Steven Marquard Investment Advisor |
2732 Haste St Apt 32, Berkeley, CA 94704 |
|
51031xxxx5 |
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Aquitaine Wealth Management - UBS Financial Services Inc. |
555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104 |
|
41595xxxx2 |
abc*******@u**.com |
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Envestnet |
251 Lafayette Cir, Lafayette, CA 94549 |
|
92528xxxx0 |
abc***@e********.com |
|
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Nuveen Investments |
1589 Brunswig Ln, Emeryville, CA 94608 |
|
51059xxxx9 |
aar*************@n*****.com |
|
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|
1816 |
|
2000 |
|
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|
Nich Capital Partners |
2079 15th St, San Francisco, CA 94114 |
|
41586xxxx6 |
lou@n******************.com |
|
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Beacon College Funding Solutions Inc |
1326 Castro St, San Francisco, CA 94114 |
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41555xxxx0 |
inf*@b*******************.com |
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36 |
2 |
57 |
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Cassou Laurence P Dean Witter Reynolds Inc |
1 Kaiser Plz, Oakland, CA 94612 |
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51083xxxx0 |
aar***********@m***********************.com |
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PGIM Real Estate |
4 Embarcadero Ctr, San Francisco, CA 94111 |
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41539xxxx0 |
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Third Rock Ventures |
455 Mission Bay Blvd S Ste 575, San Francisco, CA 94158 |
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41576xxxx0 |
aar**@t****************.com |
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Pacific Excel Wealth Advisors |
925 Ygnacio Valley Rd Ste 200, Walnut Creek, CA 94596 |
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92546xxxx5 |
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Arlington Investment Co |
1521 5th St, Berkeley, CA 94710 |
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51065xxxx2 |
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Financial Network Investment Corp |
760 Market St, San Francisco, CA 94102 |
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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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Rob Engeldinger-Private Client Advisor |
1333 N California Blvd, Walnut Creek, CA 94596 |
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92532xxxx9 |
aab****@b************.com |
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Sequoia Equities |
1777 Botelho Dr Ste 300, Walnut Creek, CA 94596 |
|
92594xxxx0 |
aar******@e****************.com |
3.6 |
53 |
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4.6 |
26 |
3334 |
29 |
3300 |
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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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Alambic Investment Management |
655 Montgomery St Ste 1905, San Francisco, CA 94111 |
|
41549xxxx0 |
ari******@a********.com |
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Stifel Nicolaus & Company Inc |
1 Montgomery St Ste 3700, San Francisco, CA 94104 |
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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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Peninsula Wealth, LLC |
350 Townsend St Ste 411, San Francisco, CA 94107 |
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65047xxxx3 |
a@p**************.com |
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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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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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Chase Investment Services |
2150 Shattuck Ave. #22, Berkeley, CA 94704 |
|
51054xxxx2 |
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1 |
1 |
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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 |
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16000 |
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Jeffrey Orr |
111 Pine St, San Francisco, CA 94111 |
|
41529xxxx2 |
acc************@f************.com |
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Talkot Partners |
2400 Bridgeway Ste 200, Sausalito, CA 94965 |
|
41533xxxx0 |
aki*@t*****.com |
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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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Goldman Sachs Personal Financial Management |
900 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41533xxxx3 |
dns******@c********.com |
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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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San Leandro Investment Company |
326 Pendleton Way, Oakland, CA 94621 |
|
51061xxxx1 |
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Mic Management |
100 Drumm St, San Francisco, CA 94111 |
|
41595xxxx4 |
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Jackson Square Investment Management |
1 Embarcadero Cv, Oakland, CA 94606 |
|
41598xxxx8 |
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Crane Cfp Kelly CLU CPA MBA |
1407 Oakland Blvd Ste 108, Walnut Creek, CA 94596 |
|
92582xxxx3 |
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Thomason Capital Management |
300 Frank H Ogawa Plz Ste A10, Oakland, CA 94612 |
|
51076xxxx0 |
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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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Parkside Advisors LLC |
2040 Bancroft Way, Berkeley, CA 94704 |
|
51088xxxx0 |
aud***@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 |
|
100000 |
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Litman Gregory & Co |
100 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41546xxxx9 |
ama**********************@l***.com |
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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 |
|
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 |
|
91 |
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Cerity Partners |
100 Shoreline Hwy, Mill Valley, CA 94941 |
|
41543xxxx0 |
aad***@c*************.com |
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Mercer Advisors Wealth Management |
100 Pringle Ave, Walnut Creek, CA 94596 |
|
87749xxxx3 |
aar********@m*************.com |
3 |
2 |
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Jeffrey Rodvien - RBC Wealth Management Financial Advisor |
1331 N California Blvd Ste 650, Walnut Creek, CA 94596 |
|
92594xxxx5 |
wms**********@r**.com |
|
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|
14716 |
|
16000 |
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Artience Capital Management |
1 Market St Ste 2200, San Francisco, CA 94105 |
|
41535xxxx8 |
inf*@a**************.com |
|
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160 Spear |
160 Spear St, San Francisco, CA 94105 |
|
41534xxxx7 |
bas********@s*********.com |
4 |
5 |
|
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|
741 |
|
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American Express |
150 Hayes St, San Francisco, CA 94102 |
|
80047xxxx8 |
aar**@a**************.com |
|
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|
915728 |
|
79 |
|
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Rose Investment Co |
1480 Moraga Rd, Moraga, CA 94556 |
|
92525xxxx0 |
|
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Mark Nickel - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
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41544xxxx3 |
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Roof Eidam & Maycock Associated Securities |
235 Pine St, San Francisco, CA 94104 |
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41578xxxx0 |
joh*@r***********.com |
5 |
2 |
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Coburn Barrett |
1562 Grant Ave, San Francisco, CA 94133 |
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41539xxxx1 |
ele******************@c************.com |
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Flagstar Bank |
201 Mission St, San Francisco, CA 94105 |
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62821xxxx8 |
aar********@f*******.com |
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Champlain Capital Partners |
44 Montgomery St Ste 3500, San Francisco, CA 94104 |
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41598xxxx4 |
a.l********@b************.com |
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Catherine Woodman, Impact Investors |
1510 Walnut St suite e, Berkeley, CA 94709 |
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88846xxxx1 |
ser****@t*****************.com |
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Prime Wealth Management |
2936 Domingo Ave Ste 1 Berkeley, CA 94705 |
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51038xxxx9 |
rpr***@p**********.com |
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5 |
3 |
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1101 |
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1100 |
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Premium Properties |
2941 Telegraph Ave, Berkeley, CA 94705 |
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51059xxxx4 |
acc*******@p********.com |
2.3 |
32 |
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374 |
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451 |
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Edward Jones - Financial Advisor: Dominic J McKenna, AAMS™ |
887 Island Dr Ste E, Alameda, CA 94502 |
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51074xxxx0 |
a.j*********@e**********.com |
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87631 |
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100000 |
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AEON Investor Relation Inc. |
795 Folsom St, San Francisco, CA 94107 |
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41574xxxx8 |
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Blume Capital Management Inc |
1708 Shattuck Ave, Berkeley, CA 94709 |
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51054xxxx4 |
amy********@b***********.com |
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Centerview Partners |
555 California St, San Francisco, CA 94104 |
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41540xxxx0 |
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Redmile Group |
1 Letterman Dr Ste D3700, San Francisco, CA 94129 |
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41548xxxx0 |
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East West Bank |
2533 Noriega St, San Francisco, CA 94122 |
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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 |
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51028xxxx4 |
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Abbot Downing |
420 Montgomery St 11th Fl, San Francisco, CA 94104 |
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88864xxxx7 |
adf**********************@a***********.com |
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Aster Investment Management Co Inc |
60 E Sir Francis Drake Blvd, Larkspur, CA 94939 |
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41546xxxx0 |
k_o*****@m***********.com |
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Cypress Wealth Advisors |
101 California St Ste 1025, San Francisco, CA 94111 |
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41548xxxx0 |
byo***@c************.com |
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Carlson Financial Management |
1398 55th St, Emeryville, CA 94608 |
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51060xxxx0 |
car******************@p****.dreamhost |
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Mercer Advisors |
100 Pringle Ave Ste 320 Walnut Creek, CA 94596 |
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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 |
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41598xxxx0 |
acm***********@m************.com |
5 |
1 |
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Crosslink Capital |
2 Embarcadero Ctr Ste 2200, San Francisco, CA 94111 |
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41561xxxx0 |
aba****@c***************.com |
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Jackson Square Investment Management |
Jackson Street Between Battery And Kearny, San Francisco, CA 94111 |
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41598xxxx8 |
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MSCI |
2100 Milvia St Ste 100, Berkeley, CA 94704 |
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51054xxxx3 |
abc*******@m***.com |
5 |
3 |
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McMorgan & Company LLC |
33 New Montgomery St #2000, San Francisco, CA 94105 |
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41578xxxx0 |
ade****@m*******.com |
5 |
1 |
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Edward Jones |
490 Grand Ave Ste 100, Oakland, CA 94610 |
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51066xxxx6 |
a.j*********@e**********.com |
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87631 |
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100000 |
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Jlfranklin Wealth Planning |
900 Larkspur Landing Cir, Larkspur, CA 94939 |
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41592xxxx0 |
amy*****@j********.com |
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210 |
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1031 Strategies & Services Group |
580 California St Ste 1632, San Francisco, CA 94104 |
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41578xxxx1 |
bil*************@1******.com |
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Deduction Detectives |
2161 Shattuck Ave Ste 204 Berkeley, CA 94704 |
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51096xxxx5 |
jak*@d******************.com |
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3.3 |
6 |
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Moore Financial Advice |
572 Wisconsin St, San Francisco, CA 94107 |
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41552xxxx0 |
adm**@m*******************.com |
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Strategy Squad |
Oakland, CA 94612 |
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88865xxxx3 |
dia***********@s************.com |
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5 |
1 |
5 |
13 |
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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 |
15 |
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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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Mirador Capital Partners |
80 E Sir Francis Drake Blvd, Larkspur, CA 94939 |
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41529xxxx6 |
agl*******@m********.com |
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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 |
14 |
4 |
49 |
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89685 |
263 |
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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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