| Farley, Patrick |
300B Drakes Landing Rd, Greenbrae, CA 94904 |
|
41544xxxx4 |
mat**************@r**.com |
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15 |
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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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| Alpha Wealth Management and Planning |
350 Ignacio Blvd Ste 105, Novato, CA 94949 |
|
41550xxxx9 |
akr*****@a*******.com |
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| Financial Network Investment Corp |
225 Lennon Ln, Walnut Creek, CA 94598 |
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92593xxxx7 |
bea*@c*********.com |
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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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| American Blue Chip Investment Management |
700 Larkspur Landing Cir Ste 199, Larkspur, CA 94939 |
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41546xxxx1 |
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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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| James Agrusa - Financial Advisor, Ameriprise Financial Services |
101 Gregory Ln Ste 42, Pleasant Hill, CA 94523 |
|
92535xxxx7 |
dns*****@a***.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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| Alcaraz Marketing |
301 Georgia St Vallejo, CA 94590 |
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70755xxxx7 |
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| Paulson Investments |
14 Orinda Way, Orinda, CA 94563 |
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92525xxxx4 |
aca********@p****************.com |
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| Edward Jones - Financial Advisor: Sunny Sharma |
1485 Treat Blvd, Walnut Creek, CA 94597 |
|
92590xxxx5 |
a.j*********@e**********.com |
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87657 |
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100000 |
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| Securities America Inc |
1255 Treat Blvd, Walnut Creek, CA 94597 |
|
92547xxxx0 |
aad********@s****************.com |
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| Compass Investment LLC |
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88888xxxx5 |
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| Quality Wealth Management |
2255 Contra Costa Blvd Ste 312, Pleasant Hill, CA 94523 |
|
92582xxxx3 |
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| Lifetime Planning Advisors |
1485 Treat Blvd Ste 202b, Walnut Creek, CA 94597 |
|
92593xxxx0 |
nha******@l*******.com |
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| Waddell & Reed |
2140 Jefferson St Ste E, Napa, CA 94559 |
|
70725xxxx3 |
aam***@w******.com |
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20100 |
234 |
21000 |
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| Elite Realty Advisor |
400 Santa Clara St, Vallejo, CA 94590 |
|
70764xxxx3 |
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| Ridgecrest Capital |
700 Larkspur Landing Cir Ste 263, Larkspur, CA 94939 |
|
41592xxxx0 |
ama*****@r************.com |
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| Garner Financial Management |
3620 Happy Valley Rd Ste 103, Lafayette, CA 94549 |
|
92528xxxx0 |
amy@g*******.com |
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| Private Capital Corporation |
7 Mount Lassen Dr, San Rafael, CA 94903 |
|
41549xxxx5 |
aev*****@c************.com |
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| Edward Jones - Financial Advisor: Daniel F Dwyer |
1721 1st St, Napa, CA 94559 |
|
70792xxxx7 |
a.j*********@e**********.com |
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87605 |
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100000 |
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| Real Property Management Select |
164 Robles Way, Vallejo, CA 94591 |
|
70765xxxx3 |
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| Winans International |
504 Redwood Blvd, Novato, CA 94947 |
|
41550xxxx0 |
inf*@w*********.com |
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| Tamalpais Asset Management, LLC |
900 Larkspur Landing Cir #100, Larkspur, CA 94939 |
|
41572xxxx8 |
bra*@t**********.com |
5 |
1 |
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| Edwards Jones Investment |
1401 Illinois St, Vallejo, CA 94590 |
|
70764xxxx6 |
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| Thomas K. Porta Cpa, Cfa, Cfp, Esq. |
1410 Georgia St, Vallejo, CA 94590 |
|
70764xxxx8 |
aar**********@v*.gov |
3.3 |
13 |
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362849 |
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13 |
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| Compass Investment |
714 Marin St Vallejo, CA 94590 |
|
70764xxxx4 |
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| Trillium Larkspur Office |
100 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41592xxxx5 |
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| Edward Jones |
367 Civic Dr Ste 8, Pleasant Hill, CA 94523 |
|
92579xxxx7 |
a.j*********@e**********.com |
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85136 |
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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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| Hangar 4 Partners |
6 Hamilton Lndg Ste 210, Novato, CA 94949 |
|
41538xxxx0 |
bml@h**************.com |
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| Cirimele & Associates Inc. |
1132 Tennessee St, Vallejo, CA 94590 |
|
70755xxxx0 |
ton*@m*****.com |
3.5 |
31 |
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| Tracy Lamond CFA-TLC Investment Management |
4 Oak Forest Rd, Novato, CA 94949 |
|
41523xxxx0 |
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| Schroeder Capital Management |
3620 Happy Valley Rd Ste 203, Lafayette, CA 94549 |
|
92528xxxx3 |
cam*********@s****************.com |
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| Hamburg One Corp |
55 Springstowne Ctr # 234, Vallejo, CA 94591 |
|
70773xxxx5 |
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| Genworth Wealth |
2300 Contra Costa Blvd, Pleasant Hill, CA 94523 |
|
92568xxxx8 |
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| Golden Bear Mortgage & Investment Co |
1201 Solano Ave Ste 101, Albany, CA 94706 |
|
51052xxxx8 |
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| Edward Jones - Financial Advisor: Ariel J Castillo |
555 1st St Ste 104, Benicia, CA 94510 |
|
70774xxxx3 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Ken Casper |
555 1st St Ste 104 Benicia, CA 94510 |
|
70774xxxx3 |
a.j*********@e**********.com |
3.5 |
2 |
3 |
2 |
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100 |
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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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| Walnut Creek Private Wealth Management - UBS Financial Services Inc. |
1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597 |
|
80043xxxx2 |
abc*******@u**.com |
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| Morgan Stanley Wealth Management |
1700 2nd St, Napa, CA 94559 |
|
70725xxxx3 |
aal*******@m************.com |
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|
113323 |
3094 |
131000 |
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| Dipsea Capital |
2257 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41592xxxx2 |
chr**@d************.com |
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| F E Forbes Co Inc |
1795 Solano Ave, Berkeley, CA 94707 |
|
51052xxxx3 |
afo****@f*******.com |
2.3 |
3 |
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| Robeco Investment Management |
100 Drakes Landing Rd, Greenbrae, CA 94904 |
|
41546xxxx0 |
a@r*****.com |
|
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4.9 |
38 |
27705 |
198 |
27000 |
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| Edward Jones - Financial Advisor: Benjamin A Crombie, CFP® |
700 Main St Ste 103, Suisun City, CA 94585 |
|
70742xxxx0 |
a.j*********@e**********.com |
|
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|
87630 |
|
100000 |
5 |
1 |
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| Umpqua Bank |
1900 Grant St, Concord, CA 94520 |
|
92534xxxx0 |
aar*********@u*********.com |
4.2 |
9 |
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| Private Consulting Group |
900 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41546xxxx0 |
jra***@p****************.com |
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| Maggie Ohearn - Raymond James |
2999 Oak Rd Ste 1030, Walnut Creek, CA 94597 |
|
92594xxxx0 |
aar************@r***********.com |
|
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|
17409 |
|
18000 |
|
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| Elite Financial Company |
1612 Jefferson St, Napa, CA 94559 |
|
70726xxxx5 |
ana@e***************.com |
|
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|
4.6 |
11 |
297 |
21 |
302 |
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4.5 |
11 |
| Kelly F Crane Cfp CLU Cfa |
2255 Contra Costa Blvd, Pleasant Hill, CA 94523 |
|
92582xxxx3 |
|
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| Kelly, Brown & Reilly Wealth Management Group |
300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904 |
|
41544xxxx6 |
|
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| Soares Financial Inc. |
2033 1st Ave, Napa, CA 94559 |
|
70725xxxx0 |
col****@s**************.com |
|
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| Officialbiz Llc |
277 Woodrow Ave, Vallejo, CA 94591 |
|
70774xxxx6 |
|
5 |
1 |
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| Umpqua Bank |
3271 Browns Valley Rd, Napa, CA 94558 |
|
70725xxxx0 |
aar*********@u*********.com |
2 |
2 |
|
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| Concentric Wealth Management |
251 Lafayette Cir Ste 200, Lafayette, CA 94549 |
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92596xxxx0 |
ama***@c****************.com |
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| U.S. Bank ATM - Solano Public Market |
1611 Solano Way, Concord, CA 94520 |
|
80087xxxx7 |
aar************@u*****.com |
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345246 |
5474 |
348000 |
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| Jill D Hollander Cfp |
21 Tamal Vista Blvd, Corte Madera, CA 94925 |
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41592xxxx1 |
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| Agland Investment Management |
96 Kingston Rd, Kensington, CA 94707 |
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51057xxxx3 |
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| Bay Street Capital Holdings |
Palo Alto, CA 94301 |
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65044xxxx4 |
axx***@b***********************.com |
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| Evans Investment Group |
300 Temple Way, Vallejo, CA 94591 |
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70730xxxx9 |
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| Edward Jones - Financial Advisor: Robert A Lockhart |
5 Financial Plz, Napa, CA 94558 |
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70725xxxx9 |
a.j*********@e**********.com |
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85136 |
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| Ubs |
703 Trancas St, Napa, CA 94558 |
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70725xxxx0 |
aar*******@u**.com |
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229539 |
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| Laurie Nesci Property Management |
730 Tennessee St, Vallejo, CA 94590 |
|
70755xxxx1 |
nes*******@g****.com |
4 |
26 |
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| Springbok Partners |
80 E Sir Francis Drake Blvd Ste 4C, Larkspur, CA 94939 |
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41546xxxx0 |
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| Seahorse Investment Properties |
225 Frisbie St, Vallejo, CA 94590 |
|
70720xxxx0 |
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| Grossman Financial Management |
940 Adams St, Benicia, CA 94510 |
|
70774xxxx6 |
cat@g****************.com |
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| Century 21 MM & Associates |
Vallejo, CA 94591 |
|
51033xxxx3 |
aar******@c********.com |
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| Welty Capital Management |
3650 Mt Diablo Blvd, Lafayette, CA 94549 |
|
92528xxxx0 |
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| Trillium Asset Management Company |
100 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41592xxxx5 |
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| Ketron Financial |
1701 Novato Blvd, Novato, CA 94947 |
|
41589xxxx8 |
cou******@r******.com |
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| Wealth Enhancement Group |
3 Hamilton Lndg Ste 260, Novato, CA 94949 |
|
41538xxxx0 |
aba****@w****************.com |
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| Cynergy Financial |
2255 Contra Costa Blvd Ste 312, Pleasant Hill, CA 94523 |
|
92567xxxx0 |
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| Tukman Grossman Capital Management |
60 E Sir Francis Drake Blvd, Larkspur, CA 94939 |
|
41546xxxx3 |
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| Porta Investment Management |
1817 Capitol St Vallejo, CA 94590 |
|
70764xxxx8 |
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| Merrill Lynch Wealth Management |
1715 2nd St, Napa, CA 94559 |
|
70725xxxx6 |
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| J Vitucci Financial Services Inc |
303 Arlington Ave, Berkeley, CA 94707 |
|
51052xxxx0 |
inf*@v**************.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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| Millie Capital Management |
250 Lafayette Cir, Lafayette, CA 94549 |
|
92582xxxx0 |
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| Gebhardtgroupinc |
3620 Happy Valley Rd, Lafayette, CA 94549 |
|
92528xxxx0 |
bet*@g***************.com |
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| Mills Wealth Management |
1030 Seminary St Ste D, Napa, CA 94559 |
|
70725xxxx5 |
qcj*******@w******************.com |
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| Sage Investment Management |
3685 Mt Diablo Blvd Ste 360, Lafayette, CA 94549 |
|
92528xxxx4 |
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| Tessara Financial Advisors, Inc. |
100 Larkspur Landing Cir Ste 200, Larkspur, CA 94939 |
|
80033xxxx5 |
inf*@t**************.com |
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| Umpqua Bank |
305 Soscol Ave # 100, Napa, CA 94559 |
|
70726xxxx1 |
aam*********@u*********.com |
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50773 |
577 |
49000 |
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| Porta Investment Management |
1410 Georgia St, Vallejo, CA 94590 |
|
70764xxxx8 |
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3.2 |
12 |
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| Brian Pon Cfp |
21 Tamal Vista Blvd, Corte Madera, CA 94925 |
|
41592xxxx1 |
bpo*@f*******************.com |
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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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| Hermes Econometrics |
1615 Hill Rd Ste 21, Novato, CA 94947 |
|
41545xxxx4 |
m*i*@e******.com |
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| National Investing Advisors, LLC |
1800 Sutter St Ste 500, Concord, CA 94520 |
|
92524xxxx4 |
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| Lawrence Investment Co |
80230 Marion Ct, Lafayette, CA 94549 |
|
92528xxxx6 |
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| Dynamic Investment Solutions |
PO Box 4393, San Rafael, CA 94913 |
|
41549xxxx2 |
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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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| Five T Wealth Management |
591 Coombs St, Napa, CA 94559 |
|
70792xxxx1 |
and***@5*******.com |
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| RBC Wealth Management Branch - Marin |
300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904 |
|
41544xxxx0 |
rbc*********@r**.com |
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| The Kotarba Wealth Management Group - UBS Financial Services Inc. |
1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597 |
|
92574xxxx6 |
abc*******@u**.com |
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| Psilos Group Managers |
21 Tamal Vista Blvd Ste 194, Corte Madera, CA 94925 |
|
41594xxxx0 |
abr**@p*****.com |
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| Sfg Tech Center Investors |
2000 Clayton Rd, Concord, CA 94520 |
|
92584xxxx6 |
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| TrueVir Financial |
490 Chadbourne Rd Ste A100 Fairfield, CA 94534 |
|
51092xxxx7 |
inf*@t***************.com |
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5 |
3 |
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| Equius Partners |
3 Hamilton Lndg, Novato, CA 94949 |
|
41538xxxx0 |
dav**@e*************.com |
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| Napa Medical Building Investor |
1100 Trancas St, Napa, CA 94558 |
|
70722xxxx0 |
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| Semloh Financial Inc |
15 Altarinda Rd, Orinda, CA 94563 |
|
92525xxxx0 |
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| G B A Financial Programs & Insurance Marketing Inc |
3478 Buskirk Ave Ste 300, Pleasant Hill, CA 94523 |
|
92594xxxx4 |
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| Braddock Family Office |
1350 Treat Blvd, Walnut Creek, CA 94597 |
|
92532xxxx0 |
rsc******@b*********.com |
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| Lobdell & Lane Wealth Management |
831 E 2nd St Ste 202 Benicia, CA 94510 |
|
70774xxxx9 |
sim***@l*************.com |
5 |
2 |
5 |
1 |
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| Revolution Finance |
Serving theVallejo Area |
|
70773xxxx9 |
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5 |
2 |
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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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| AssetMark |
1655 Grant St, Concord, CA 94520 |
|
80082xxxx7 |
aag****@a********.com |
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| Shira Ridge |
4306 Redwood Hwy, San Rafael, CA 94903 |
|
41572xxxx5 |
emi**********@s*********.com |
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| Moore Cynthia Nowicki Certified Financial Planner |
7 Woodbridge Way, Novato, CA 94949 |
|
41538xxxx5 |
cor**@c*********.com |
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120 |
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| Hutchinson Capital |
700 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41592xxxx0 |
doe@k***************.com |
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| Encompass Wealth Management Group - UBS Financial Services Inc. |
1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597 |
|
92574xxxx4 |
abc*******@u**.com |
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| Kuosen Fung - RBC Wealth Management Financial Advisor |
300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904 |
|
41544xxxx0 |
joh*******@c*.rbcwealthmanagement |
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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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| Merrill Investment & Retirement Financial Center |
21 Springstowne Center, Vallejo, CA 94591 |
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70756xxxx0 |
che*********@m*.com |
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| Umpqua Bank |
1500 Soscol Ave, Napa, CA 94559 |
|
70725xxxx0 |
aam*********@u*********.com |
2.8 |
10 |
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50773 |
577 |
49000 |
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| Karimah Karah - Financial Advisor, Ameriprise Financial Services |
51 Daniels Ave, Vallejo, CA 94590 |
|
70753xxxx1 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Joshua Wulkan |
1301 Solano Ave Ste 201, Albany, CA 94706 |
|
51023xxxx5 |
a.j*********@e**********.com |
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| Austin Investment Enterprise S |
133 S 18th St, Richmond, CA 94804 |
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51055xxxx6 |
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| Arsenio & Associates |
60 E Sir Francis Drake Blvd Ste 205, Larkspur, CA 94939 |
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41546xxxx0 |
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| Global Capital Partners |
100 Drakes Landing Rd, Greenbrae, CA 94904 |
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41546xxxx0 |
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| North Capital, Inc. |
602 W K St, Benicia, CA 94510 |
|
70741xxxx6 |
aj@n***********.com |
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| Morfin Financial Services |
264 Arlington Ave, Kensington, CA 94707 |
|
51052xxxx4 |
c18*****************************@s*****.wixpress |
3.7 |
3 |
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| Ansil Realty & Investment Co |
3701 Mt Diablo Blvd, Lafayette, CA 94549 |
|
92596xxxx0 |
han*******@b*****.com |
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163 |
406 |
156 |
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| Scott Esco - Private Wealth Advisor, Ameriprise Financial Services |
1277 Treat Blvd Ste 660, Walnut Creek, CA 94597 |
|
92527xxxx0 |
cas*************@a***.com |
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349 |
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376 |
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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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| Trinity Management And Real Estate Services, Inc |
601 Georgia St STE 1, Vallejo, CA 94590 |
|
70764xxxx7 |
tjo***@t************.com |
4.4 |
45 |
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| Edward Jones - Financial Advisor: Lucas Barberio |
2485 Salvio St, Concord, CA 94520 |
|
92579xxxx6 |
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| The Meniktas Wealth Management Group - UBS Financial Services Inc. |
1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597 |
|
92574xxxx5 |
abc*******@u**.com |
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| Morgan Stanley |
700 Main St, Napa, CA 94559 |
|
70725xxxx8 |
int**********@m************.com |
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| KCM Investment Advisors |
300 Drakes Landing Rd, Greenbrae, CA 94904 |
|
41546xxxx8 |
cli**********@k**********.com |
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| Andron Capital Management |
3650 Mt Diablo Blvd Ste 103, Lafayette, CA 94549 |
|
92528xxxx9 |
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| Achievable Wealth LLC |
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70755xxxx6 |
ach*******************@c*************.com |
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| Karimah Karah - Ameriprise Financial Services |
51 Daniels Ave Vallejo, CA 94590 |
|
70753xxxx1 |
dns*****@a***.com |
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| Merrill Lynch Wealth Management |
700 Main St, Napa, CA 94559 |
|
70725xxxx9 |
bro*********@m*.com |
5 |
1 |
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| Cypress Properties Group |
985 Moraga Rd Ste 214, Lafayette, CA 94549 |
|
92528xxxx0 |
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| Philip Scarborough - Financial Advisor, Ameriprise Financial Services |
4314 Redwood Hwy Ste 400, San Rafael, CA 94903 |
|
41549xxxx2 |
dns*****@a***.com |
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| Lea Pannell Realty Inc. |
1768 Tuolumne St, Vallejo, CA 94589 |
|
70764xxxx7 |
afa************@l***************.biz |
4.4 |
8 |
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5 |
4 |
| Shira Ridge Wealth Management |
100 Larkspur Landing Cir Ste 203, Larkspur, CA 94939 |
|
41572xxxx5 |
aly*@m************.com |
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| Wilson Investment Management |
690 De Long Ave, Novato, CA 94945 |
|
41520xxxx4 |
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| De Luna Partners Inc |
25 Orinda Way Ste 305, Orinda, CA 94563 |
|
92525xxxx0 |
jdl@d*************.com |
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| H C Financial Advisors Inc |
3685 Mt Diablo Blvd Ste 200, Lafayette, CA 94549 |
|
92529xxxx0 |
a.c******@t*************.com |
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| Solano Wealth Management, Inc. |
1300 Oliver Rd Ste 210, Fairfield, CA 94534 |
|
70743xxxx0 |
car***@s***********.com |
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| Wealth Plus |
2173 Francisco Blvd E Ste I, San Rafael, CA 94901 |
|
41545xxxx6 |
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| The Terraces |
2300 Contra Costa Blvd Ste 200, Pleasant Hill, CA 94523 |
|
92568xxxx0 |
ada*@s***********.net |
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| North Berkeley Investment Partners |
900 Colusa Ave, Berkeley, CA 94707 |
|
51052xxxx0 |
car*****@n**********************.com |
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568 |
23 |
548 |
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| Trek Capital Management |
80 E Sir Francis Drake Blvd, Larkspur, CA 94939 |
|
41546xxxx0 |
ab@f**************.com |
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| Quality Marketing |
301 Georgia St Vallejo, CA 94590 |
|
70764xxxx6 |
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| Creekside Partners |
3595 Mt Diablo Blvd Ste 300, Lafayette, CA 94549 |
|
92528xxxx0 |
19d*************************************@w*****************.com |
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| Edward Jones - Financial Advisor: Sunny Sharma |
2950 Buskirk Ave Ste 195, Walnut Creek, CA 94597 |
|
92590xxxx5 |
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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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| Barnes Capital |
3503 Mt Diablo Blvd, Lafayette, CA 94549 |
|
92528xxxx3 |
bxx*******@b************.com |
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| Wada Capital Management |
11100 San Pablo Ave, El Cerrito, CA 94530 |
|
51023xxxx0 |
inf*@w**********.com |
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| Roi Property Group Management |
1100 Lincoln Ave, Napa, CA 94558 |
|
70769xxxx6 |
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| Givens Investment Company |
1730 Solano Ave Unit A, Berkeley, CA 94707 |
|
51052xxxx0 |
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| Morgan Stanley Wealth Management |
700 Main St, Napa, CA 94559 |
|
70725xxxx2 |
acm***********@m************.com |
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| Homesmart Optima Realty |
1465 Civic Ct, Concord, CA 94520 |
|
92535xxxx7 |
jul**@j***************.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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| 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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| Umpqua Bank |
3626 Bel Aire Plz, Napa, CA 94558 |
|
70725xxxx0 |
aam*********@u*********.com |
3.2 |
6 |
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|
50773 |
577 |
49000 |
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| Champion Investment |
301 Village Sq, Orinda, CA 94563 |
|
92525xxxx1 |
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| Paulson Investment Company, LLC |
1255 Treat Blvd Ste 300, Walnut Creek, CA |
|
|
aca********@p****************.com |
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| Lifetime Financial |
223 Cantada Way American Canyon, CA 94503 |
|
70798xxxx0 |
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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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| Daniel Dwyer |
1753 Trancas St, Napa, CA 94558 |
|
70725xxxx4 |
acc************@f************.com |
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| Jhahleh’s Consulting Services |
4719 Quail Lakes Dr Stockton, CA 95207 |
|
20997xxxx9 |
fil***@g******.com |
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| Delgado Property Management |
917 1st St, Benicia, CA 94510 |
|
70729xxxx0 |
bet**@d****************.com |
4.2 |
82 |
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|
1197 |
156 |
1200 |
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| Quay Partners Us Inc |
2 Bates Blvd, Orinda, CA 94563 |
|
92538xxxx7 |
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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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| Abe, Helen |
300B Drakes Landing Rd, Greenbrae, CA 94904 |
|
41544xxxx8 |
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| Edward Jones - Financial Advisor: Matthew J Roberts |
3192 Jefferson St, Napa, CA 94558 |
|
70722xxxx8 |
a.j*********@e**********.com |
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85136 |
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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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| Broadmark Asset Management |
300 Drakes Landing Rd, Greenbrae, CA 94904 |
|
41592xxxx0 |
bam**********@b*************.com |
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| David Marinoff-Bancwest Investment Services Wealth Financial Advisor |
3300 Jefferson St, Napa, CA 94558 |
|
70729xxxx0 |
aab****@b************.com |
|
76 |
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40848 |
177 |
41000 |
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| Rita Williams |
Vallejo, CA 94591 |
|
51033xxxx3 |
acc**********@r******.com |
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| Paulson Investment Co |
7075 Redwood Blvd Ste D, Novato, CA 94945 |
|
41589xxxx8 |
aca********@p****************.com |
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| Integrous |
704 Las Ovejas Ave, San Rafael, CA 94903 |
|
41520xxxx0 |
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| Bickenbach And Associates |
100 Smith Ranch Rd, San Rafael, CA 94903 |
|
41549xxxx0 |
ame****************@e*.ameriprise |
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| Leslie Rudd Investment Co |
68 Coombs St, Napa, CA 94559 |
|
70725xxxx1 |
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| Bay Ventures Group |
101 California St, San Francisco, CA 94111 |
|
41590xxxx9 |
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| Edward Jones - Financial Advisor: Mary D Gernetzke, AAMS™|CRPC™ |
195 San Marin Dr, Novato, CA 94945 |
|
41589xxxx0 |
a.j*********@e**********.com |
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14 |
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| Garco Investment |
77 Mark Dr, San Rafael, CA 94903 |
|
41547xxxx0 |
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| Oak Wealth Management, LLC |
2890 N Main St Ste 306, Walnut Creek, CA 94597 |
|
92535xxxx0 |
inf*@o****.net |
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266 |
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263 |
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| Hennessy Funds |
7250 Redwood Blvd, Novato, CA 94945 |
|
41589xxxx5 |
adv*****@h************.com |
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7 |
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15 |
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| Kelly, Clifton |
300B Drakes Landing Rd, Greenbrae, CA 94904 |
|
41544xxxx6 |
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| BMB Investments LLC |
55 Springstowne Center #172, Vallejo, CA 94591 |
|
86651xxxx0 |
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| Edward Jones - Financial Advisor: Robert D Schulman |
505 San Marin Dr Ste 110b, Novato, CA 94945 |
|
41589xxxx4 |
a.j*********@e**********.com |
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87384 |
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100000 |
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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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| Krystle Properties |
2101 Tennessee St, Vallejo, CA 94590 |
|
70755xxxx6 |
aph**@k****************.com |
4.2 |
288 |
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5 |
56 |
1178 |
467 |
1100 |
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| Troy Evans - Financial Advisor, Ameriprise Financial Services |
7250 Redwood Blvd Ste 300, Novato, CA 94945 |
|
41577xxxx7 |
dns*****@a***.com |
1 |
1 |
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| Carner Dorothy |
149 Robin St, Napa, CA 94558 |
|
70725xxxx0 |
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| Painewebber |
703 Trancas St, Napa, CA 94558 |
|
70725xxxx0 |
aar*******@u**.com |
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229755 |
|
242000 |
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| JAG Financial Management Group - Ameriprise Financial Services |
101 Gregory Ln Ste 42, Pleasant Hill, CA 94523 |
|
92597xxxx0 |
dns*****@a***.com |
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| 5T Wealth |
595 Coombs St, Napa, CA 94559 |
|
70722xxxx0 |
chr**@5*******.com |
2.3 |
3 |
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136 |
3 |
143 |
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| Pirates Payment Processing Solution |
Pittsburg, CA 94565 |
|
51035xxxx1 |
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| Edward Jones - Financial Advisor: John J Tornes, CFP® |
1300 Grant Ave Ste 101, Novato, CA 94945 |
|
41589xxxx9 |
a.j*********@e**********.com |
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| Pollak & Pollak Wealth Management - Ameriprise Financial Services |
25 Orinda Way Ste 205, Orinda, CA 94563 |
|
92590xxxx0 |
dns*****@a***.com |
|
2 |
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400 |
10 |
392 |
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| Valley Oak Wealth Management |
2 Ranch Dr, Novato, CA 94945 |
|
41589xxxx9 |
ann*@v**********.com |
5 |
14 |
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| Growth Capital Management |
985 Moraga Rd Ste 208, Lafayette, CA 94549 |
|
92531xxxx0 |
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| Umpqua Bank |
1555 Grant Ave, Novato, CA 94945 |
|
41587xxxx5 |
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| The Koda Investment Group |
5906 Alameda Ave, Richmond, CA 94804 |
|
51077xxxx9 |
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| Umpqua Bank |
920 Franklin St, Napa, CA 94559 |
|
80092xxxx0 |
aam*********@u*********.com |
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4 |
1189 |
50650 |
669 |
49000 |
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| Farley, Kerry |
300B Drakes Landing Rd, Greenbrae, CA 94904 |
|
41544xxxx5 |
mat**************@r**.com |
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15 |
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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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| Daulat |
30920 Huntwood Ave Ste 203 Hayward, CA 94544 |
|
34787xxxx5 |
ric*@d******.com |
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2567 |
|
2900 |
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| North Bay Property Manager |
1601 Lincoln Ave, Napa, CA 94558 |
|
70726xxxx6 |
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| Cortese Investment Company |
3595 Mt Diablo Blvd, Lafayette, CA 94549 |
|
92528xxxx3 |
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| Hunt Investment Co |
240 Tamal Vista Blvd, Corte Madera, CA 94925 |
|
41592xxxx5 |
adi****@a*********.com |
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| Alexander Esco - Financial Advisor, Ameriprise Financial Services |
1277 Treat Blvd Ste 660, Walnut Creek, CA 94597 |
|
92527xxxx0 |
ale***********@a***.com |
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253 |
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| Burdell Properties |
405 Enfrente Rd, Novato, CA 94949 |
|
41588xxxx2 |
dav*@b******.com |
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| Woodmont Real Estate Srvcs |
1100 Trancas St, Napa, CA 94558 |
|
70722xxxx0 |
aar**********@c***.com |
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| Edward Jones - Financial Advisor: Patrick Bell |
1300 Grant Ave Ste 101, Novato, CA 94945 |
|
41589xxxx9 |
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| Investment House Realty |
260 Los Altos Dr, Kensington, CA 94708 |
|
51052xxxx7 |
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| Hughes Realty Fine Homes |
130 West K Street, Benicia, CA 94510 |
|
70720xxxx6 |
myr******@g*************.com |
5 |
9 |
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| Cushman & Wakefield Inc |
4820 Business Center Dr, Fairfield, CA 94534 |
|
70742xxxx0 |
hos*******@s********.net |
|
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|
39287 |
174 |
41000 |
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| Mosher & Ellis Financial, Inc. |
3658 Mt Diablo Blvd Ste 210, Lafayette, CA 94549 |
|
92528xxxx0 |
inf*@m*************.com |
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| FSC Securities |
1330 Arnold Dr Ste 249, Martinez, CA 94553 |
|
92537xxxx0 |
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| Accuvest Global Advisors |
3100 Oak Rd, Walnut Creek, CA 94597 |
|
92593xxxx2 |
acc*****@a*******.com |
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| Ascension Wealth Partners |
391 Taylor Blvd, Pleasant Hill, CA 94523 |
|
92579xxxx0 |
jsm***@a**********.com |
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| Financial Connections Group Inc. |
21 Tamal Vista Blvd Ste 105, Corte Madera, CA 94925 |
|
41592xxxx1 |
bpo*@f*******************.com |
|
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| Vintage Capital |
1988 7th St E, Sonoma, CA 95476 |
|
70793xxxx8 |
|
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|
| Edward Jones - Financial Advisor: Jennifer M Butters, AAMS™ |
4306 Redwood Hwy Ste 100, San Rafael, CA 94903 |
|
41547xxxx4 |
a.j*********@e**********.com |
|
|
|
|
|
|
87384 |
|
100000 |
|
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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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|
| Gregory Nikolaieff - Financial Advisor, Ameriprise Financial Services |
7250 Redwood Blvd Ste 300, Novato, CA 94945 |
|
41588xxxx8 |
dns*****@a***.com |
|
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| Wealthy Lifestyle |
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|
70756xxxx8 |
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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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| Edward Jones - Financial Advisor: Mary D Gernetzke |
195 San Marin Dr, Novato, CA 94945 |
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41589xxxx0 |
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| SG Financial |
Vallejo, CA 94591 |
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70731xxxx7 |
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| Edward Jones - Financial Advisor: Marcos Palma Garcia |
3021 Citrus Cir Ste 275, Walnut Creek, CA 94598 |
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92593xxxx9 |
a.j*********@e**********.com |
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87384 |
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100000 |
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| Arsenio Capital Management |
75 Estates Dr, San Anselmo, CA 94960 |
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41546xxxx0 |
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| Edward Jones - Financial Advisor: Gary D Norman, AAMS™ |
1543 3rd St, Napa, CA 94559 |
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70725xxxx0 |
a.j*********@e**********.com |
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87630 |
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100000 |
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| Innergyser Asset Management |
2333 Courage Dr, Fairfield, CA 94533 |
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70741xxxx5 |
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| Waddell & Reed Concord |
1390 Willow Pass Rd., Suite 470, Concord, CA 94520 |
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92568xxxx0 |
6d3*************************************@w*****************.com |
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| UBS Financial Service |
703 Trancas St, Napa, CA 94558 |
|
80034xxxx2 |
acc***************@u**.com |
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| Equius Partners Inc |
3 Hamilton Dr Ste 130, Novato, CA 94949 |
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41538xxxx0 |
dav**@e*************.com |
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| Estey Real Estate & Property Mgmt |
935 1st St, Benicia, CA 94510 |
|
70729xxxx4 |
abi****@e**************.com |
4.5 |
42 |
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1375 |
362 |
1300 |
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| TPG Capital |
21620 Pearson Ave, Sonoma, CA 95476 |
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41574xxxx0 |
aal***@t**.com |
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| J & J Design House |
Suisun City, CA 94534 |
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jnj***********@g****.com |
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5 |
1 |
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| Frog Algo LLC |
136 Royal Ct, Vallejo, CA 94591 |
|
66924xxxx4 |
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| Uplift Investing |
308 Catalina Blvd, San Rafael, CA 94901 |
|
21292xxxx5 |
con****@u**************.com |
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28 |
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| Edward Jones - Financial Advisor: Ross A Monten |
1300 Main St Ste 250, Napa, CA 94559 |
|
70722xxxx8 |
a.j*********@e**********.com |
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5 |
5 |
361 |
7 |
385 |
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| Bill Pezick |
400 Evelyn Ave, Ste 299, Albany, CA 94706 |
|
51052xxxx1 |
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| Continental Investment Management Co. |
518 Sally Ride Dr, Concord, CA 94520 |
|
92568xxxx5 |
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| Farmhouse Investment Management |
700 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41552xxxx1 |
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| Adams Financial Services |
1606 Main St, Napa, CA 94559 |
|
70725xxxx5 |
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| Private Money Banks |
1402 Highgate Rd Vallejo, CA 94591 |
|
86654xxxx4 |
dat*****************@i****.de |
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| West Asset Management Park |
900 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41592xxxx3 |
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| Grossman Financial Management |
560 1st St, Benicia, CA 94510 |
|
70774xxxx6 |
cat@g****************.com |
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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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| Access Capital Management |
100 Tamal Vista Blvd, Corte Madera, CA 94925 |
|
41592xxxx4 |
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| Edward Jones - Financial Advisor: Robert D Schulman |
1539 S Novato Blvd, Novato, CA 94947 |
|
41589xxxx4 |
a.j*********@e**********.com |
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85136 |
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| Friedman & Associates |
1744 Novato Blvd, Novato, CA 94947 |
|
41549xxxx0 |
abb******@w**********.com |
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| Noroian Capital Management |
3685 Mt Diablo Blvd Ste 353, Lafayette, CA 94549 |
|
92529xxxx0 |
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| Pinnacle Retirement & Financial Planning |
523 4th St, San Rafael, CA 94901 |
|
41545xxxx1 |
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| Allegra Conklin - Financial Advisor, Ameriprise Financial Services |
4314 Redwood Hwy Ste 400, San Rafael, CA 94903 |
|
41549xxxx2 |
all**************@a***.com |
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| Urda Wealth Management Inc |
1001 2nd St, Napa, CA 94559 |
|
92574xxxx0 |
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| Ryan Romines - Private Wealth Advisor, Ameriprise Financial Services |
4314 Redwood Hwy Ste 400, San Rafael, CA 94903 |
|
41549xxxx2 |
dns*****@a***.com |
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| Quin Oaks Investment Group |
25 Orinda Way, Orinda, CA 94563 |
|
92588xxxx4 |
jus***@q*******.com |
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| Blossom Investment Management |
100 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41592xxxx2 |
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| Flagstar Bank |
300 Drakes Landing Rd, Greenbrae, CA 94904 |
|
41592xxxx5 |
aar********@f*******.com |
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| Umpqua Bank |
999 Grant Ave, Novato, CA 94945 |
|
41549xxxx1 |
abc*******@u*********.com |
3.4 |
9 |
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4 |
1189 |
50651 |
669 |
49000 |
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| Edward Jones - Financial Advisor: Joseph Wilder |
1017 1st St, Benicia, CA 94510 |
|
70774xxxx2 |
a.j*********@e**********.com |
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138 |
4 |
139 |
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| MassMutual Northern California |
3003 Oak Rd Ste 250, Walnut Creek, CA 94597 |
|
92597xxxx0 |
aaz*****@f*************.com |
5 |
1 |
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4.9 |
17 |
562 |
129 |
558 |
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| American Investors Co |
68 Mitchell Blvd, San Rafael, CA 94903 |
|
41549xxxx5 |
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| Lic |
806 W Imola Ave, Napa, CA 94559 |
|
70725xxxx7 |
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| Nelco Builders |
2925 Salvio St, Concord, CA 94519 |
|
92582xxxx7 |
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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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| Etp Wealth Management |
2950 Buskirk Ave, Walnut Creek, CA 94597 |
|
92593xxxx6 |
bi**@e********.com |
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| Dennis Loo & Associates |
21 Lafayette Cir, Lafayette, CA 94549 |
|
92596xxxx3 |
lbl******@w******************.com |
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| Phxa |
2401 Kerner Blvd, San Rafael, CA 94901 |
|
41548xxxx0 |
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| Umpqua Bank |
1340 Treat Blvd Ste 120, Walnut Creek, CA 94597 |
|
92548xxxx0 |
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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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| Kendall Kramer - Financial Advisor, Ameriprise Financial Services |
7250 Redwood Blvd Ste 300, Novato, CA 94945 |
|
41577xxxx7 |
dns*****@a***.com |
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69 |
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| Riky Hanan - Financial Advisor, Ameriprise Financial Services |
1277 Treat Blvd Ste 660, Walnut Creek, CA 94597 |
|
92527xxxx0 |
dns*****@a***.com |
|
20 |
|
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|
277 |
|
283 |
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| Deluna Partners |
15 La Vuelta, Orinda, CA 94563 |
|
92525xxxx0 |
jdl@d*************.com |
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| 5T Wealth Management |
702 Trancas St Ste 200, Napa, CA 94558 |
|
70722xxxx0 |
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| RE/MAX Gold, Real Estate Consultant |
5030 Business Center Dr, Fairfield, CA 94534 |
|
70746xxxx5 |
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| Ghisletta Land & Investment Inc. |
1737 1st St, Napa, CA 94559 |
|
70722xxxx6 |
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| Bellagio Partners |
300 Tamal Plz Ste 280, Corte Madera, CA 94925 |
|
41592xxxx0 |
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| Aggy Maine |
1955 W Texas St Ste 7-150, Fairfield, CA 94533 |
|
70739xxxx4 |
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| Tom Mills |
3685 Mt Diablo Blvd Ste 250, Lafayette, CA 94549 |
|
92531xxxx1 |
|
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| Patricia Tanner & Assoc |
1350 Treat Blvd Ste 250, Walnut Creek, CA 94597 |
|
92593xxxx6 |
aul****@f*****************.com |
|
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| Guardian Investment Management |
1120 Mar West St, Tiburon, CA 94920 |
|
41576xxxx0 |
den***@g*******.com |
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| Quad Bayers Investments |
1744 Novato Blvd Ste 200, Novato, CA 94947 |
|
41525xxxx6 |
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2 |
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| Edward Jones - Financial Advisor: Aaron D Lockhart |
1806 Jefferson St, Napa, CA 94559 |
|
70725xxxx9 |
a.j*********@e**********.com |
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87359 |
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99000 |
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| Allied Brokers |
Pleasanton, CA 94566 |
|
92533xxxx0 |
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5 |
2 |
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| Edward Jones - Financial Advisor: John R Cowles |
1834 Soscol Ave Ste B, Napa, CA 94559 |
|
70725xxxx9 |
a.j*********@e**********.com |
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87605 |
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100000 |
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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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| Lyle & Forsyth Investment Managers |
165 N Redwood Dr, San Rafael, CA 94903 |
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41549xxxx0 |
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| Edward Jones - Financial Advisor: Umberto Leone |
2485 Salvio St, Concord, CA 94520 |
|
92579xxxx6 |
a.j*********@e**********.com |
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46 |
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| Edward Jones - Financial Advisor: Carl J D'Agostini |
717 Kentucky St, Fairfield, CA 94533 |
|
70743xxxx0 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Dowse Securities Management |
1303 Jefferson St, Napa, CA 94559 |
|
70722xxxx6 |
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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 |
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153 |
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| Sleepy Hollow Investment Co. |
2300 Contra Costa Blvd, Pleasant Hill, CA 94523 |
|
92568xxxx0 |
ada*@s***********.net |
1 |
2 |
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| The FPI Group |
300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904 |
|
41544xxxx4 |
joh*******@c*.rbcwealthmanagement |
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4 |
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15 |
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| Kendall Financial Services |
1508 San Pablo Ave, Pinole, CA 94564 |
|
51078xxxx1 |
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| Harrington Investments Inc |
1001 2nd St Ste 325, Napa, CA 94559 |
|
70725xxxx6 |
bri****@h********************.com |
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| Access Property Management |
10955 San Pablo Ave, El Cerrito, CA 94530 |
|
51023xxxx1 |
inf*@f**************.com |
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5 |
1 |
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| Michael S Ball - Financial Advisor, Ameriprise Financial Services |
1255 Treat Blvd Ste 300, Walnut Creek, CA 94597 |
|
92594xxxx8 |
dns*****@a***.com |
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| Winans International |
330 Ignacio Blvd Ste 203, Novato, CA 94949 |
|
41550xxxx0 |
inf*@w*********.com |
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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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| Dixon Financial Svc |
875 Las Trampas Rd, Lafayette, CA 94549 |
|
92528xxxx4 |
amy*@d*****.com |
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| Jackson Thomas Management Consulting |
2507 Springs Rd, Vallejo, CA 94591 |
|
70756xxxx8 |
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| Solano Wealth Management Inc |
1300 Oliver Rd Ste 180, Fairfield, CA 94534 |
|
70743xxxx0 |
arl***@s***********.com |
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| Edward Jones - Financial Advisor: Terry Kotsatos |
1301 Solano Ave Ste 201, Albany, CA 94706 |
|
51023xxxx5 |
a.j*********@e**********.com |
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87631 |
|
100000 |
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| Hammonds Investment Company |
901 Sunvalley Blvd, Concord, CA 94520 |
|
92567xxxx7 |
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| Canyon Equity |
101 Larkspur Landing Cir Ste 310, Larkspur, CA 94939 |
|
41592xxxx0 |
cbu**@c***********.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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| 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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| Fairview Capital |
300 Drakes Landing Rd Ste 250, Greenbrae, CA 94904 |
|
41546xxxx0 |
and*@f**********.com |
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| C & T Group Investment Management |
1732 Jefferson St, Napa, CA 94559 |
|
70725xxxx5 |
dav******@c*********.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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| Independent Capital Management |
1800 Sutter St Ste 365, Concord, CA 94520 |
|
92560xxxx9 |
a.a@i***********.com |
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13000 |
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| Porta Investment Management |
609 Jefferson St, Fairfield, CA 94533 |
|
70742xxxx7 |
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| Edward Jones Investments |
608 Las Juntas St, Martinez, CA 94553 |
|
92537xxxx4 |
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| Rainbow Investment Management |
2749 Gill Dr, Concord, CA 94520 |
|
92568xxxx8 |
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| Envestnet |
251 Lafayette Cir, Lafayette, CA 94549 |
|
92528xxxx0 |
abc***@e********.com |
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| Danian Peo - Financial Advisor, Ameriprise Financial Services |
4314 Redwood Hwy Ste 400, San Rafael, CA 94903 |
|
41549xxxx2 |
dan*********@a***.com |
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| Utopia Property Management | Vallejo, CA |
1209 Tennessee St, Vallejo, CA 94590 |
|
70764xxxx3 |
aar**@u***************.com |
4.4 |
94 |
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| Destination Wealth Management |
1255 Treat Blvd Ste 900, Walnut Creek, CA 94597 |
|
92593xxxx0 |
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| Reserve Interests & Management Inc |
3685 Mt Diablo Blvd Ste 251, Lafayette, CA 94549 |
|
92528xxxx0 |
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| Archvest Wealth Advisors |
2820 Shadelands Dr Ste 130, Walnut Creek, CA 94598 |
|
92521xxxx0 |
bri**@a*********.com |
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425 |
|
425 |
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| Goldman Sachs Personal Financial Management |
900 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41533xxxx3 |
dns******@c********.com |
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| Brian Wells - RBC Wealth Management Financial Advisor |
300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904 |
|
41544xxxx1 |
rbc*********@r**.com |
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| Edward Jones |
1543 3rd St, Napa, CA 94559 |
|
70725xxxx0 |
|
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|
87631 |
|
100000 |
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| Voche Capital Investment Limited |
25 Dominican Dr. the Towers 2nd floor, KINGSTON |
|
18769xxxxx1 |
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| Logistixs Partners |
527 Lighthouse Dr, Vallejo, CA 94590 |
|
70723xxxx5 |
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| Litman Gregory & Co |
100 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41546xxxx9 |
ama**********************@l***.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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| Argonaut Investments |
101 Larkspur Landing Cir, Larkspur, CA 94939 |
|
41594xxxx5 |
adi****@a*********.com |
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| Mutual of Omaha® Advisors - Concord |
1390 Willow Pass Rd Ste 1040, Concord, CA 94520 |
|
92579xxxx5 |
abc*******@m************.com |
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| Pharos Wealth Management |
352 Ignacio Blvd, Novato, CA 94949 |
|
41520xxxx6 |
bri*****@p***********.com |
5 |
2 |
|
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|
114 |
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| Grossman Financial Management |
560 1st St Ste B-203 Benicia, CA 94510 |
|
70774xxxx6 |
cat@g****************.com |
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| William J Hjerpe - Financial Advisor, Ameriprise Financial Services |
1766 3rd St Ste A, Napa, CA 94559 |
|
70725xxxx5 |
dns*****@a***.com |
|
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| Umpqua Bank |
976 Admiral Callaghan Ln, Vallejo, CA 94591 |
|
70755xxxx1 |
aar*********@u*********.com |
3 |
2 |
|
|
4 |
1189 |
50650 |
669 |
49000 |
|
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| Aster Investment Management Co Inc |
60 E Sir Francis Drake Blvd, Larkspur, CA 94939 |
|
41546xxxx0 |
k_o*****@m***********.com |
|
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| Lodestar Properties, Inc. |
301 Georgia St Suite 323, Vallejo, CA 94590 |
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70755xxxx9 |
ari***@l********************.com |
4.4 |
7 |
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| Napa Wealth Management |
1836 2nd St, Napa, CA 94559 |
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70725xxxx3 |
geo*****@n*********.com |
5 |
3 |
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| Edward Jones - Financial Advisor: Joseph Corsino |
1543 3rd St, Napa, CA 94559 |
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70725xxxx0 |
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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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| Umpqua Bank |
1411 Oliver Rd Ste 100, Fairfield, CA 94534 |
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70743xxxx0 |
aam*********@u*********.com |
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4 |
1189 |
50650 |
669 |
49000 |
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| MassMutual Northern California |
1255 Treat Blvd Ste 400, Walnut Creek, CA 94597 |
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92594xxxx0 |
aaz*****@f*************.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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| Shore Trading |
147 Camelia Ln, Lafayette, CA 94549 |
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92529xxxx4 |
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