| Aaron Sisk - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx7 |
wms**********@r**.com |
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14743 |
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16000 |
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| Andrew Gotianse - Financial Advisor, Ameriprise Financial Services |
255 Shoreline Dr Ste 400, Redwood City, CA 94065 |
|
65065xxxx5 |
and************@a***.com |
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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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| Edward Jones - Financial Advisor: Bette Gadient |
490 Grand Ave Ste 100, Oakland, CA 94610 |
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51066xxxx6 |
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| San Mateo Investment Co |
4100 S El Camino Real, San Mateo, CA 94403 |
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65034xxxx1 |
hel*@e********.com |
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| Broadmark Asset Management |
1808 Wedemeyer St, San Francisco, CA 94129 |
|
41592xxxx0 |
bam**********@b*************.com |
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| Kenny Heller |
600 Montgomery St Ste 1600 San Francisco, CA 94111 |
|
41573xxxx3 |
adm*******@c*****.com |
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5 |
91 |
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107322 |
16242 |
108000 |
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| Wasi |
432 Clement St, San Francisco, CA 94118 |
|
41593xxxx2 |
ale*******@w***.com |
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| Granite Capital Management |
5707 Redwood Rd, Oakland, CA 94619 |
|
51033xxxx0 |
jfu***@g****************.com |
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| David Tan - Financial Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41574xxxx3 |
dav********@a***.com |
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| Bell Investment Advisors |
1111 Broadway, Oakland, CA 94607 |
|
51043xxxx6 |
atc@b*********.com |
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2 |
1 |
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| Next Generation Investment |
7 Clement St, San Francisco, CA 94118 |
|
41566xxxx9 |
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| Business Investment Management |
4224 California St Ste 202, San Francisco, CA 94118 |
|
41575xxxx2 |
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| Basic West Insurance |
1641 Taraval St, San Francisco, CA 94116 |
|
41566xxxx0 |
inf*@b********.com |
5 |
3 |
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| Rekas Investment Properties |
3047 Fillmore St, San Francisco, CA 94123 |
|
41580xxxx2 |
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| Abundant Financial & Insurances Services |
39899 Balentine Dr Newark, CA 94560 |
|
51036xxxx4 |
she****@a******.com |
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| Merrill Lynch Wealth Management |
600 California St Fl 7, San Francisco, CA 94108 |
|
41595xxxx0 |
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| Lawndale Capital Management |
59 Carmelita Ave, Mill Valley, CA 94941 |
|
41538xxxx8 |
aes******@l**********.com |
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| Verity Wealth Advisors |
1505 Bridgeway Ste 208, Sausalito, CA 94965 |
|
41572xxxx4 |
and***@v***********.com |
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| Mccullough And Associates |
101 California St Ste 3260, San Francisco, CA 94111 |
|
41595xxxx0 |
rmc********@m*****.com |
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| Nicholas Stiles |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx2 |
add********@f************.com |
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| Lowe Lifetime Investments |
239 Armour Ave Ste 3 South San Francisco, CA 94080 |
|
65050xxxx7 |
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| Rise Capital |
One Ferry Building, #255, San Francisco, CA 94111 |
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aba****@r**********.com |
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| Charles Schwab Corporation |
211 Main St, San Francisco, CA 94105 |
|
41566xxxx0 |
aar********@s*****.com |
3.2 |
17 |
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265066 |
139 |
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| Boby Medic |
111 Pine St, San Francisco, CA 94111 |
|
41561xxxx5 |
aos*****@f************.com |
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| Belvedere Global Capital |
1 Blackfield Drive, Suite 120, Belvedere Tiburon, CA 94920 |
|
41551xxxx8 |
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| Sensato Investors |
1 Sansome St, San Francisco, CA 94104 |
|
41527xxxx0 |
alp*****@i**************.com |
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| Krueger Capital Management |
Serving theDaly City Area |
|
41529xxxx7 |
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| Brighton Jones |
445 Bush St 6th floor, San Francisco, CA 94108 |
|
41567xxxx2 |
aar********@b************.com |
5 |
2 |
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618 |
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702 |
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| True Capital Management |
101 Montgomery St # 2800, San Francisco, CA 94104 |
|
41553xxxx0 |
aby*********@t**************.com |
3.4 |
10 |
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| Franchise Foundations |
4157 23rd St San Francisco, CA 94114 |
|
80094xxxx2 |
fra*********@g****.com |
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3 |
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112 |
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| Merrill Lynch Wealth Management |
555 California St, San Francisco, CA 94104 |
|
41527xxxx2 |
ban********************@m*.com |
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| Parallel Advisors |
150 Spear St Ste 950, San Francisco, CA 94105 |
|
86662xxxx4 |
adu**@p***************.com |
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| Glenborough |
400 Concar Dr, San Mateo, CA 94402 |
|
65034xxxx0 |
|
4.6 |
111 |
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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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| L Squared Wealth Management™ |
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|
41534xxxx7 |
doe**@l*******.com |
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| U.S. Bank ATM - Oakland Swap Meet |
5401 Coliseum Way, Oakland, CA 94601 |
|
80087xxxx7 |
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| Founders Fund |
Building D, 1 Letterman Dr, San Francisco, CA 94129 |
|
41523xxxx0 |
aar**@f***********.com |
3.5 |
6 |
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| Citrine Capital |
535 Mission St, San Francisco, CA 94105 |
|
41549xxxx2 |
inf*@c*********************.com |
5 |
15 |
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394 |
4 |
393 |
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| Edward Jones - Financial Advisor: David J Tornes |
4000 Bridgeway Ste 103, Sausalito, CA 94965 |
|
41545xxxx4 |
a.j*********@e**********.com |
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4 |
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| Vega Capital Group LLC |
1000 Marina Blvd #115, Brisbane, CA 94005 |
|
41531xxxx0 |
inf*@v**********.com |
1 |
1 |
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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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| GNS Capital |
1485 Bayshore Blvd, San Francisco, CA 94124 |
|
41589xxxx1 |
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2.3 |
3 |
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| Grossman Blake R |
45 Fremont St Ste 1500, San Francisco, CA 94105 |
|
41559xxxx0 |
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| Vista Investment |
1801 Murchison Dr, Burlingame, CA 94010 |
|
65069xxxx0 |
joh*******@v**************.com |
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| Maier Siebel Baber |
260 California St Ste 500, San Francisco, CA 94111 |
|
41563xxxx0 |
gma******@m*************.com |
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| A-Star |
16 Funston Ave, San Francisco, CA 94129 |
|
41548xxxx2 |
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| Personal Capital Advisors Corporation |
3 Lagoon Dr Ste 200, Redwood City, CA 94065 |
|
85585xxxx5 |
aar**********@p**************.com |
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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 |
|
41549xxxx0 |
ale*@r***********.com |
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| Edward Jones - Financial Advisor: Christopher A Devcich, CFP® |
225 Cabrillo Hwy S Ste 103C, Half Moon Bay, CA 94019 |
|
65072xxxx8 |
a.j*********@e**********.com |
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| Kilroy Realty |
100 1st St, San Francisco, CA 94105 |
|
41524xxxx3 |
aam**@k***********.com |
|
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1810 |
|
1800 |
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| Keith Larkin, Robertson Stephens |
455 Market St Ste 1600, San Francisco, CA 94105 |
|
41550xxxx0 |
abl**@r********.com |
|
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|
999 |
8 |
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| Thomas Schryver - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
wms**********@r**.com |
|
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|
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|
14743 |
|
16000 |
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| Mercatus, Inc |
400 Concar Dr, San Mateo, CA 94402 |
|
65066xxxx0 |
dri********@g*********.com |
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| Orchid Wealth Management |
1281 8th Ave, San Francisco, CA 94122 |
|
65033xxxx4 |
bra****@o*********************.com |
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| Alta Park Capital, LP |
1, 100 Letterman Dr building a suite a4, San Francisco, CA 94129 |
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inf*@a**********.com |
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| DCL Holdings |
San Francisco, CA 94104 |
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51064xxxx3 |
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| Bob Marshall - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx6 |
bob*********@r**.com |
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| Cantor Fitzgerald & Co |
345 California St, San Francisco, CA 94104 |
|
41559xxxx1 |
aad******@c*****.com |
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4.8 |
23 |
3376 |
22 |
3300 |
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| Mercer Advisors |
1700 S El Camino Real, San Mateo, CA 94402 |
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65057xxxx8 |
lar***@d*******.com |
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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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| Dustin Brown - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
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41544xxxx0 |
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| Gordon Mak - Financial Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41574xxxx9 |
and************@a***.com |
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84 |
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| MHE Investments |
Serving theDaly City Area |
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41595xxxx0 |
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| Yeske Buie |
220 Montgomery St, San Francisco, CA 94104 |
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41595xxxx6 |
afp@y***.com |
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| Edward Jones - Financial Advisor: Meagan M Fishell |
4190 24th St San Francisco, CA 94114 |
|
41528xxxx9 |
a.j*********@e**********.com |
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| Fremont Realty Capital |
199 Fremont St, San Francisco, CA 94105 |
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41528xxxx5 |
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| Seasonal Strategy |
1517 Fountain St, Alameda, CA 94501 |
|
41595xxxx1 |
bob@s***************.com |
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| SRS Real Estate Partners |
100 Pine St, San Francisco, CA 94111 |
|
41590xxxx0 |
aar*********@s****.com |
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15 |
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679 |
33 |
728 |
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| Evercore Partners |
3 Embarcadero Ctr, San Francisco, CA 94111 |
|
41598xxxx0 |
a.-*****@e*******.com |
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| Market Neutral Trading |
505 Montgomery St Ste 1100, San Francisco, CA 94111 |
|
41587xxxx8 |
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| Allianz Global Investors |
555 Mission St, San Francisco, CA 94105 |
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41595xxxx0 |
ber**@a*********.com |
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| Jason Tom - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
rbc*********@r**.com |
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| Emery and Howard |
333 Lorton Ave, Burlingame, CA 94010 |
|
65057xxxx0 |
fra**@e**********.com |
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12 |
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| Aperio Group |
3 Harbor Dr, Sausalito, CA 94965 |
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41533xxxx0 |
aba*****@a**********.com |
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| Equidex |
19 Sutter St, San Francisco, CA 94104 |
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41554xxxx5 |
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| Raymond James Financial Services |
301 Clay St, San Francisco, CA 94111 |
|
41561xxxx5 |
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| Marshall Wealth Management Group |
345 California St, San Francisco, CA 94104 |
|
41521xxxx5 |
bob*********@r**.com |
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| Jaen, Enrique, CFA |
345 California St, San Francisco, CA 94104 |
|
21270xxxx9 |
joh*******@c*.rbcwealthmanagement |
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14743 |
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16000 |
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| Colorado Capital Funding Inc |
475 Sansome St, San Francisco, CA 94111 |
|
41590xxxx0 |
aam**********@b**.com |
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| Agriculture Capital Management |
1 Sutter St, San Francisco, CA 94104 |
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acm******@a*****************.com |
5 |
1 |
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| Senior Care Investment Partners |
1 Sansome St Ste 3500, San Francisco, CA 94114 |
|
41594xxxx2 |
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| Friedman Investment Group |
323 Pine St Ste I, Sausalito, CA 94965 |
|
41533xxxx6 |
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| The Roda, Group |
2217 5th St, Berkeley, CA 94710 |
|
51064xxxx0 |
ale******@r********.com |
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| Arif Ahmed |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx9 |
add********@f************.com |
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| Lazard Asset Management |
4 Embarcadero Ctr 24th Fl, San Francisco, CA 94111 |
|
41562xxxx0 |
abd****************@l*****.com |
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| Matthews International Capital Management |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41578xxxx3 |
add****@e******.com |
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| Sumeru Equity Partners LP |
2020 Pioneer Ct, San Mateo, CA 94403 |
|
65052xxxx0 |
abi**********@s***********.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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| Golden Bear Mortgage & Investment Co |
1201 Solano Ave Ste 101, Albany, CA 94706 |
|
51052xxxx8 |
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| Wayne Hill |
1 Front St 10th Fl, San Francisco, CA 94111 |
|
41524xxxx5 |
acc************@f************.com |
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| Eagle Investment Systems |
525 Market St, San Francisco, CA 94105 |
|
41590xxxx1 |
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| Alpine Management Services |
2 Embarcadero Ctr Ste 2320, San Francisco, CA 94111 |
|
41539xxxx0 |
atk*****@p****************.com |
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| Babylon Wealth Management |
100 Pine St #1250, San Francisco, CA 94111 |
|
41585xxxx1 |
sto***@b************.com |
5 |
8 |
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173 |
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174 |
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| Allstate Personal Financial Representative: Virginia Harrison |
1502 Adeline Dr, Burlingame, CA 94010 |
|
41584xxxx0 |
a****00@a*******.com |
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| 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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| EverStream Energy Capital Management |
101A Clay St #134, San Francisco, CA 94111 |
|
41594xxxx1 |
car************@e****************.com |
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| Ashoka Investment & Management Services |
27A Iris Ave, San Francisco, CA 94118 |
|
41526xxxx7 |
inf*@a*********.com |
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| Quest Securities Inc |
1800 San Jose Ave, San Francisco, CA 94112 |
|
41544xxxx0 |
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| Warburg Pincus |
1 Market Plz, San Francisco, CA 94105 |
|
41579xxxx0 |
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| Dover Investment Corporation |
618 Walnut St, San Carlos, CA 94070 |
|
65059xxxx4 |
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| Flagstar Bank |
11 El Camino Real, San Carlos, CA 94070 |
|
65026xxxx9 |
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| Mitchell Peters - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
fri***********@r**.com |
|
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|
12807 |
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| Edward Jones Investments |
455 Hickey Blvd Ste 509, Daly City, CA 94015 |
|
80033xxxx7 |
a.j*********@e**********.com |
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|
87631 |
|
100000 |
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| My Retirement Exit |
9245 Laguna Springs Dr Ste 200 Elk Grove, CA 95758 |
|
88858xxxx7 |
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5 |
1 |
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| Karl Von Brockdorff - Private Wealth Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41528xxxx0 |
dns*****@a***.com |
|
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|
75 |
|
91 |
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| Nollenberger Investment Management |
101 California St Ste 3260, San Francisco, CA 94111 |
|
41544xxxx1 |
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| Compass Rose Advisors Inc. |
Serving theDaly City Area |
|
41549xxxx0 |
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| Franklin Templeton Investments |
1 Franklin Pkwy, San Mateo, CA 94403 |
|
65031xxxx0 |
ftd**********@f****************.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 |
|
41554xxxx2 |
daw***********@a***.com |
|
|
|
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|
146 |
|
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| F E Forbes Co Inc |
1795 Solano Ave, Berkeley, CA 94707 |
|
51052xxxx3 |
afo****@f*******.com |
2.3 |
3 |
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| The Pig Financial Consulting |
450 Irving St, San Francisco, CA 94122 |
|
80580xxxx3 |
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| Franklin Administrative Services |
960 Park Pl, San Mateo, CA 94403 |
|
65031xxxx0 |
aar********@f****************.com |
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| Lavelle Capital |
345 California St, San Francisco, CA 94104 |
|
41550xxxx7 |
r@l*************.com |
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| Edward Jones - Financial Advisor: Jeff Chu |
411 Borel Ave Ste 505, San Mateo, CA 94402 |
|
65034xxxx0 |
a.j*********@e**********.com |
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| Berkman Mark G & Co |
220 Sansome St, San Francisco, CA 94104 |
|
41569xxxx0 |
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| ICONIQ Capital |
300 Mission St, San Francisco, CA 94105 |
|
41596xxxx3 |
abh******@i************.com |
5 |
2 |
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| Compass Rose Advisors Inc |
536 Belvedere St, San Francisco, CA 94117 |
|
41549xxxx0 |
bet**@z*******.com |
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1543 |
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1500 |
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| Cordillera Investment Partners |
1 Letterman Dr suite c3-950, San Francisco, CA 94129 |
|
41573xxxx4 |
aar***@c************.com |
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| Mithril Capital Management |
1 Letterman Dr, San Francisco, CA 94129 |
|
41552xxxx2 |
abe********@v*******.com |
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| Quacera Capital Management |
1216 Porta Ballena, Alameda, CA 94501 |
|
51022xxxx4 |
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| Edward Jones - Financial Advisor: Christopher Lightner |
490 Grand Ave Ste 100, Oakland, CA 94610 |
|
51066xxxx6 |
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| Cecchin, Tim |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
ale*********@m*.com |
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| Beddow Capital Management |
57 Post St Ste 515, San Francisco, CA 94104 |
|
41595xxxx0 |
egb*****@b************.com |
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| Champlain Total Capital Management |
1 Post St, San Francisco, CA 94104 |
|
41566xxxx0 |
d-j@c***************.com |
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| Fundamental Capital |
201 Mission St, San Francisco, CA 94105 |
|
41578xxxx0 |
fun*******************@c*************.com |
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| Collins Wealth Management Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
joh*******@c*.rbcwealthmanagement |
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14743 |
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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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| 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 |
|
100000 |
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| BMI Property Management |
2444 San Bruno Ave, San Francisco, CA 94134 |
|
51030xxxx5 |
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3.9 |
59 |
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| Roc Bridge Partners |
520 S El Camino Real, San Mateo, CA 94402 |
|
65057xxxx0 |
a.r******@b*********.com |
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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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| Asset Cavarly Management LP |
1 California St, San Francisco, CA 94111 |
|
41543xxxx0 |
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| Financial Zen |
600 California St, San Francisco, CA 94108 |
|
41579xxxx5 |
cli***********@f***********.com |
5 |
27 |
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11 |
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17 |
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| Enrique Jaen - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
21270xxxx9 |
wms**********@r**.com |
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|
14743 |
|
16000 |
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| Swift Realty Partners |
260 California St, San Francisco, CA 94111 |
|
41598xxxx9 |
abr****@s******.com |
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| Laurel Realty & Investment |
294 29th St, San Francisco, CA 94131 |
|
41568xxxx7 |
inf*@l*************.com |
2.3 |
20 |
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77 |
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| Citiland Investment Corp |
1707 Gough St, San Francisco, CA 94109 |
|
41547xxxx0 |
djl*******@g****.com |
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| Bay Appaloosa Investment Management |
Serving theDaly City Area |
|
84458xxxx3 |
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| Insight Personal Finance |
San Francisco, CA 94110 |
|
|
chr******@i*********************.com |
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| Zuk C L & Associates |
1195 Park Ave Ste 205, Emeryville, CA 94608 |
|
51054xxxx0 |
aha***@z***********.com |
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| Blum Capital Partners LP |
909 Montgomery St, San Francisco, CA 94133 |
|
41543xxxx1 |
car****@i*******.com |
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| Merrill Lynch Wealth Management |
555 California St 9th Fl, San Francisco, CA 94104 |
|
41567xxxx0 |
ale*********@m*.com |
2.3 |
3 |
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| Catherine Woodman, Protected Investors of America |
1510 Walnut St Ste E, Berkeley, CA 94709 |
|
51054xxxx7 |
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| Lau Financial Services |
181 2nd Ave Ste 600, San Mateo, CA 94401 |
|
65034xxxx0 |
inf*@r********.com |
|
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994 |
8 |
1000 |
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| Stockpile Investments |
679 Toland Place, San Francisco, CA 94124 |
|
|
aad**@s********.com |
3.5 |
82 |
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25578 |
|
25000 |
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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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| Bernstein Private Wealth Management |
555 California St, San Francisco, CA 94104 |
|
41521xxxx0 |
aak********@b********.com |
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| Lantern Investments Inc |
111 Pine St Ste 1215, San Francisco, CA 94111 |
|
41539xxxx9 |
ala********@h************.com |
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| Travis Townsend - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx9 |
wms**********@r**.com |
|
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|
14743 |
|
16000 |
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| Will Grant, Realtor, Real Estate Broker |
1390 Noriega St, San Francisco, CA 94122 |
|
41562xxxx7 |
|
3.5 |
4 |
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| Top Tier Capital Partners |
600 Montgomery St, San Francisco, CA 94111 |
|
41536xxxx1 |
adm**@t***.com |
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| Bergman Investment Management |
1750 Montgomery St, San Francisco, CA 94111 |
|
41595xxxx7 |
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| Bay Street Capital Holdings |
Palo Alto, CA 94301 |
|
65044xxxx4 |
axx***@b***********************.com |
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| Tong Group Inc |
4544 Balboa St, San Francisco, CA 94121 |
|
41582xxxx8 |
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| Carlson Financial Advisors |
1766 Terrace Dr, Belmont, CA 94002 |
|
65050xxxx0 |
bi**@c**************.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 |
216 Lorton Ave, Burlingame, CA 94010 |
|
65034xxxx3 |
int**********@m************.com |
|
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|
| Morgan Stanley Wealth Management |
1995 University Ave Ste 500, Berkeley, CA 94704 |
|
51064xxxx0 |
int**********@m************.com |
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| Kipling Capital Inc |
100 Shoreline Hwy Ste B200, Mill Valley, CA 94941 |
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41533xxxx0 |
cco******@k*************.com |
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| iCapRate |
555 California Street, 49th Floor, San Francisco, CA 94104 |
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41565xxxx1 |
dte****@i*******.com |
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| Progress Investment Management Company, LLC |
33 New Montgomery St 19th floor, San Francisco, CA 94105 |
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41551xxxx0 |
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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 |
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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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| Golden Gate Capital |
1 Embarcadero Ctr # 39, San Francisco, CA 94111 |
|
41598xxxx0 |
abd********@g************.com |
1.6 |
7 |
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| Constellation Advisers |
50 California St, San Francisco, CA 94111 |
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41552xxxx7 |
a*j*@c********************.com |
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5 |
6 |
5712 |
33 |
6900 |
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| Park Tree Investments |
425 Divisadero St Ste 207, San Francisco, CA 94117 |
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41525xxxx9 |
den***@p******************.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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| The Brown & Klueger Group |
345 California St, San Francisco, CA 94104 |
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41544xxxx0 |
rbc*********@r**.com |
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| Paul Zinchik |
5840 Geary Blvd Ste 101, San Francisco, CA 94121 |
|
41529xxxx0 |
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| True Capital Management |
101 Montgomery St, San Francisco, CA 94104 |
|
41553xxxx0 |
aby*********@t**************.com |
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| Generation Investment Management |
555 Mission St, San Francisco, CA 94105 |
|
21258xxxx0 |
ale***************@g***********.com |
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| Isackson Investment Co |
3450 California St, San Francisco, CA 94118 |
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41534xxxx4 |
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| Keith Loegering - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx7 |
wms**********@r**.com |
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14743 |
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16000 |
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| Right Side Capital Management, LLC |
649 Mission St #5th, San Francisco, CA 94105 |
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41565xxxx5 |
abc***@r***************.com |
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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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| Lakeside Investment Company |
101 California St Suite 850, San Francisco, CA 94111 |
|
51033xxxx8 |
dha****@l**************.com |
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| Cerity Partners |
345 California St, San Francisco, CA 94104 |
|
41578xxxx5 |
aad***@c*************.com |
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| 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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| Yso Capital Management |
1633 Bayshore Hwy Ste 127, Burlingame, CA 94010 |
|
65065xxxx9 |
car***@y*******************.com |
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| The Social Equity Group |
2550 9th St Ste 204A, Berkeley, CA 94710 |
|
51064xxxx4 |
dun***@s***********.com |
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| Mariposa Management |
2727 Mariposa St, San Francisco, CA 94110 |
|
41562xxxx9 |
*nn*@m*************.org |
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| New Stage Investment Group |
520 S El Camino Real Ste 320, San Mateo, CA 94402 |
|
65045xxxx2 |
han*@n*****************.com |
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| Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency |
1550 Noriega St Ste 100 San Francisco, CA 94122 |
|
41566xxxx5 |
bra****@h***********.com |
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4.6 |
57 |
5 |
17 |
159 |
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157 |
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| Ridge Ventures |
1 Letterman Dr, San Francisco, CA 94129 |
|
41543xxxx0 |
ada*@r****.vc |
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| Coburn Barrett |
Serving theDaly City Area |
|
41538xxxx1 |
ele******************@c************.com |
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| Tenzing Corp |
90 New Montgomery St, San Francisco, CA 94105 |
|
41564xxxx0 |
cka****@t*************.com |
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| Edward Jones - Financial Advisor: Hanneke R Finones |
111 Anza Blvd Ste 115, Burlingame, CA 94010 |
|
65034xxxx1 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Morgan Stanley Wealth Management |
411 Borel Ave, San Mateo, CA 94402 |
|
65035xxxx1 |
int**********@m************.com |
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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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| Securities America Inc. |
540 Ralston Ave, Belmont, CA 94002 |
|
65063xxxx1 |
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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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| The Enterprise Foundation |
100 Bush St, San Francisco, CA 94104 |
|
41539xxxx5 |
agh***@f***************.org |
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| Avondale Conquest |
501 Humboldt Ave, Sausalito, CA 94965 |
|
41533xxxx6 |
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| Capital Concepts Investment Corp. |
160 Sansome St, San Francisco, CA 94104 |
|
41543xxxx5 |
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| Hearth Capital Management |
PO Box 190, Mill Valley, CA 94942 |
|
41538xxxx2 |
ble****@h***********.com |
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14645 |
62 |
14000 |
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| ASA Lending |
4091 19th Ave, San Francisco, CA 94132 |
|
41534xxxx5 |
asa*******@h******.com |
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| Jeffrey Coburn |
111 Pine St, San Francisco, CA 94111 |
|
41583xxxx0 |
acc************@f************.com |
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| Dal Investment Co |
235 Montgomery St Ste 1049, San Francisco, CA 94104 |
|
41539xxxx3 |
sup****@f****.com |
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1429 |
12 |
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| Westerly Capital Management |
201 Mission St, San Francisco, CA 94105 |
|
41554xxxx0 |
and***@w**********.com |
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| 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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| Osborne Partners Capital Management, LLC |
1 Embarcadero Ctr #4100, San Francisco, CA 94111 |
|
80036xxxx4 |
a.c****@o**************.com |
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| Joe Yapaola - Private Wealth Advisor, Ameriprise Financial Services |
255 Shoreline Dr Ste 400, Redwood City, CA 94065 |
|
65022xxxx8 |
dns*****@a***.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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| American Express |
3508 Brighton Ave, Oakland, CA 94602 |
|
51084xxxx5 |
aar**@a**************.com |
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| RCM Robinson Capital Management |
27 Reed Blvd, Mill Valley, CA 94941 |
|
41577xxxx1 |
dou*@r**************.com |
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| Bridge Investment Group |
2000 Alameda De Las Pulgas, San Mateo, CA 94403 |
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65057xxxx0 |
a.r******@b*********.com |
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| Trinity Alps Capital Partners |
450 Pacific Ave, San Francisco, CA 94133 |
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41567xxxx0 |
*re*@t*****************.com |
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| Edward Jones |
530 Monterey Blvd San Francisco, CA 94127 |
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41545xxxx7 |
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| Personal Portfolios Inc |
303 Twin Dolphin Dr, Redwood City, CA 94065 |
|
65036xxxx1 |
per*************************@f**********************.com |
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| Charles Schwab |
3478 California St STE 100, San Francisco, CA 94118 |
|
41544xxxx0 |
app*******************@s*****.com |
3.5 |
10 |
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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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| Carroll Investment Co |
601 California St, San Francisco, CA 94108 |
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41598xxxx4 |
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| Edward Jones |
4360 19th St San Francisco, CA 94114 |
|
41586xxxx7 |
a.j*********@e**********.com |
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35 |
5 |
2 |
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84868 |
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| Charles Raven Capital Management |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41521xxxx1 |
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| Arti Investment Properties |
860 Meridian Bay Ln Unit 133, Foster City, CA 94404 |
|
65040xxxx5 |
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| Money Meaning & Choices Institute |
301 Mission St, San Francisco, CA 94105 |
|
41526xxxx7 |
adm**@m***********.com |
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| Wellington Management Company Llp |
4 Embarcadero Ctr Ste 2610, San Francisco, Ca 94111 |
|
41562xxxx0 |
a@w*********.com |
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| Edward Jones - Financial Advisor: Juan Arroyave |
225 Cabrillo Hwy S Ste 103c, Half Moon Bay, CA 94019 |
|
65072xxxx8 |
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| Flagstar Bank |
411 Borel Ave, San Mateo, CA 94402 |
|
65093xxxx0 |
a.j*****@o***********.com |
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| Stratagem Partnering |
595 Market St, San Francisco, CA 94105 |
|
41554xxxx4 |
ang********@e***********.com |
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| Charyn Asset Management Group |
2675 Folsom St, San Francisco, CA 94110 |
|
41597xxxx0 |
kev**@c*************.com |
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| Mercatus Inc |
1900 S Norfolk St, San Mateo, CA 94403 |
|
65037xxxx5 |
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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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| Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services |
255 Shoreline Dr Ste 400, Redwood City, CA 94065 |
|
65022xxxx7 |
dns*****@a***.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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| RHS Financial |
4171 24th St # 101, San Francisco, CA 94114 |
|
41549xxxx0 |
ale*@r***********.com |
5 |
33 |
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| Credit Suisse First Boston USA |
201 Spear St, San Francisco, CA 94105 |
|
41583xxxx0 |
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3 |
2 |
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| Denning & Co |
150 California St Ste 650, San Francisco, CA 94111 |
|
41539xxxx9 |
cst***@d****************.com |
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5035 |
299 |
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| West Bridge Capital |
400 S El Camino Real, San Mateo, CA 94402 |
|
65064xxxx0 |
a@w************.com |
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| Venturi & Co |
345 Lorton Ave Ste 105, Burlingame, CA 94010 |
|
65034xxxx0 |
bri*******@v********.com |
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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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| Edward Jones - Financial Advisor: Matthew T Mierzycki |
1569 Sloat Blvd Ste 312 San Francisco, CA 94132 |
|
41550xxxx8 |
a.j*********@e**********.com |
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| Reedland Capital Partners |
30 Sunnyside Ave, Mill Valley, CA 94941 |
|
41538xxxx0 |
ada*@r*******.com |
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| Blackstone IP |
71 Stevenson St, San Francisco, CA 94105 |
|
41587xxxx5 |
emi*@b***********.com |
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| Twin Lakes Capital Management |
3 Lagoon Dr, Redwood City, CA 94065 |
|
65061xxxx3 |
jch*@t***************.com |
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| Westlake Development Co Inc |
375 S Mayfair Ave # 240, Daly City, CA 94015 |
|
51686xxxx0 |
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| Aspasia Iosifellis |
111 Pine St, San Francisco, CA 94111 |
|
41559xxxx7 |
acc************@f************.com |
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| A C Investor |
555 California St, San Francisco, CA 94104 |
|
41567xxxx0 |
bra*********@a**********.net |
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| Protiviti |
555 Market St Ste 1800, San Francisco, CA 94105 |
|
41540xxxx0 |
a.s*****@p********.com |
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6752 |
|
6800 |
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| Ron Chang |
246 2nd St, San Francisco, CA 94105 |
|
41591xxxx6 |
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| Century Centre II |
1400 Fashion Island Blvd, San Mateo, CA 94404 |
|
65052xxxx4 |
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| Thrivent Financial |
155 Bovet Rd, San Mateo, CA 94402 |
|
65035xxxx2 |
a.v@t*******.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 |
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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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| Andrew Gibson |
111 Pine St 11th Fl, San Francisco, CA 94111 |
|
41526xxxx5 |
add********@f************.com |
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| Vision Capital Investment Management |
3450 Geary Blvd Ste 203, San Francisco, CA 94118 |
|
41573xxxx0 |
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| Terrapin Investments |
311 Miller Ave Ste 3, Mill Valley, CA 94941 |
|
41538xxxx8 |
aiw**@t******************.com |
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1 |
1 |
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| Campodonico Investments |
600 California St, San Francisco, CA 94108 |
|
41536xxxx2 |
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| Wells Fargo Private Bank |
420 Montgomery St, San Francisco, CA 94104 |
|
41539xxxx8 |
aar**********@w*********.com |
2 |
8 |
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153030 |
|
11 |
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| KLOZeasy Real Estate & Mortgage |
1444 18th Ave, San Francisco, CA 94122 |
|
41530xxxx8 |
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| Gold Cal Real Estate & Investment |
6454 Mission St, Daly City, CA 94014 |
|
41556xxxx6 |
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| Avondale Conquest |
631 Bridgeway, Sausalito, CA 94965 |
|
41533xxxx6 |
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| McCarthy Asset Management Inc |
3 Lagoon Dr, Ste 155, Redwood City, CA 94065 |
|
65061xxxx0 |
ant****@m************.com |
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| Westview Properties |
1826 Clement Ave, Alameda, CA 94501 |
|
51067xxxx0 |
|
5 |
1 |
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| The Humphreys Group |
220 Montgomery St Ste 1850, San Francisco, CA 94104 |
|
41592xxxx1 |
dia**@h*************.com |
5 |
1 |
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91 |
2 |
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| 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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| Seacoast Capital |
1 Bush St, San Francisco, CA 94104 |
|
41595xxxx0 |
adm**@s**************.com |
|
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5 |
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| Asa Limited |
400 S El Camino Real Ste 710, San Mateo, CA 94402 |
|
65037xxxx5 |
ang**************@a*****.com |
|
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| Asymmetry Capital Management |
One Sansome Street, Sansome St, San Francisco, CA 94104 |
|
41580xxxx0 |
|
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| Rockwood Wealth Management |
68 Rockwood Ct, San Francisco, CA 94127 |
|
41559xxxx7 |
ste***********@r*********.com |
|
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| Edward Jones - Financial Advisor: Kelly A Cunningham |
400 Oyster Point Blvd Ste 438 South San Francisco, CA 94080 |
|
65035xxxx5 |
a.j*********@e**********.com |
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| 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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| Baker Avenue Asset Management |
301 Battery St Fl 2, San Francisco, CA 94111 |
|
41598xxxx0 |
am@b*******.com |
5 |
2 |
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52 |
4 |
68 |
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| Edward Jones - Financial Advisor: Mark T Hegland |
1875 Lombard St Suite A, San Francisco, CA 94123 |
|
41544xxxx0 |
a.j*********@e**********.com |
5 |
1 |
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87443 |
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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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| U. S. Continental Investment Corp. |
3128 Geary Blvd, San Francisco, CA 94118 |
|
41575xxxx0 |
joh******@u****.com |
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| Great Bear |
1550 Filbert St, San Francisco, CA 94123 |
|
41558xxxx6 |
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| CBRE Asset SVC |
1000 Broadway, Oakland, CA 94607 |
|
51083xxxx1 |
hos*******@s********.net |
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| Edward Jones - Financial Advisor: Patrick Cross |
345 W Portal Ave Ste 100 San Francisco, CA 94127 |
|
41566xxxx1 |
a.j*********@e**********.com |
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4.2 |
5 |
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| Edward Jones - Financial Advisor: Michael J. Kenyon |
8 Otis St Ste 922, San Francisco, CA 94103 |
|
41561xxxx0 |
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| Bryan Partners |
600 Montgomery St, San Francisco, CA 94111 |
|
41542xxxx1 |
abc*******@b******.com |
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4.7 |
27 |
1895 |
545 |
1900 |
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| Montcalm TCR |
16 Funston Ave Suite A, San Francisco, CA 94129 |
|
41532xxxx0 |
col*********@m**********.com |
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| Park Presidio Capital |
1 Letterman Dr, San Francisco, CA 94129 |
|
41549xxxx0 |
ada*@p***********.com |
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8 |
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| Parnasses Investments |
1 Market, San Francisco, CA 94105 |
|
41554xxxx8 |
adi**@p********.com |
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| Cos and Company |
90 Heather Ave Apt 304, San Francisco, CA 94118 |
|
41530xxxx0 |
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| Calera Capital Advisors LP |
425 California St, San Francisco, CA 94104 |
|
60466xxxx8 |
bab***@c************.com |
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| Del Camp Investments Inc |
2120 Market St, San Francisco, CA 94114 |
|
41562xxxx1 |
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| Edward Jones - Financial Advisor: William Fried |
2161 Allston Way, Berkeley, CA 94704 |
|
51070xxxx4 |
a.j*********@e**********.com |
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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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| Greg C Musick - Financial Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41574xxxx9 |
and************@a***.com |
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73 |
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92 |
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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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| Citi Personal Wealth Management |
130 W Portal Ave, San Francisco, CA 94127 |
|
41573xxxx1 |
aar**********@c********.com |
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| TrueVir Financial |
490 Chadbourne Rd Ste A100 Fairfield, CA 94534 |
|
51092xxxx7 |
inf*@t***************.com |
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5 |
3 |
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| Stewart & Patten Co |
1 Post St Ste 850, San Francisco, CA 94104 |
|
41542xxxx2 |
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| Mountain Lake Investment Management LLC |
100 Shoreline Hwy, Mill Valley, CA 94941 |
|
41532xxxx0 |
bob@m*****************.com |
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| Heritage Financial North |
433 Airport Blvd. Suite 228, Burlingame, CA 94010 |
|
65057xxxx5 |
lxx*****@h*********************.com |
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5 |
6 |
44 |
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48 |
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| Gerding Edlen Investment Management |
201 Clay St, San Francisco, CA 94111 |
|
41539xxxx1 |
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| Sonen Capital |
101 Montgomery St #2150, San Francisco, CA 94104 |
|
41553xxxx4 |
aba******@s***********.com |
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| Utopia Property Management | San Bruno, CA |
611 Gateway Blvd Ste 120, South San Francisco, CA 94080 |
|
41557xxxx1 |
aar**@u***************.com |
4.8 |
21 |
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| Hurley Wealth Management Group |
1601 Bayshore Hwy, Burlingame, CA 94010 |
|
65051xxxx2 |
*re*@h***********.com |
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| Jordan Park Group, LLC |
100 Pine St #2600, San Francisco, CA 94111 |
|
41541xxxx0 |
ale*******@j*********.com |
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| Doyle & Boissiere |
330 Primrose Rd Ste 212, Burlingame, CA 94010 |
|
65068xxxx0 |
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| Waldenvc |
Walden Vc 750 Battery St, San Francisco, CA 94111 |
|
41539xxxx5 |
art@w*******.com |
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| Alchemy Management Group, Inc |
419 Laguna St Unit 1, San Francisco, CA 94102 |
|
41582xxxx3 |
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| Eagle Investment Service |
5498 Geary Blvd, San Francisco, CA 94121 |
|
41537xxxx3 |
agl****@s***********.com |
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| Prospect Capital |
1 Front St Ste 1475, San Francisco, CA 94111 |
|
41598xxxx0 |
abh*****@p**********.com |
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| Broadmark Asset Management LLC |
1808 Wedemeyer St #210, San Francisco, CA 94129 |
|
41592xxxx0 |
bam**********@b*************.com |
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| Paladin Capital Management |
235 Montgomery St Ste 1146, San Francisco, CA 94104 |
|
41598xxxx5 |
pad*****@p*********.com |
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| Lateral Investment Management |
400 S El Camino Real, San Mateo, CA 94402 |
|
65039xxxx0 |
ang***@l********.com |
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| Cynthia Leitman Cfp |
235 Somerset Rd, Piedmont, CA 94611 |
|
51060xxxx9 |
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| Hewins Financial Advisors |
400 S El Camino Real Ste 800, San Mateo, CA 94402 |
|
65062xxxx0 |
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| Hill Investment Co |
1201 California St, San Francisco, CA 94109 |
|
41577xxxx0 |
ame***@s******.com |
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| Francisco Partners |
1 Letterman Dr, San Francisco, CA 94129 |
|
41541xxxx0 |
ada**@f****************.com |
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| Rockefeller Capital Management |
2 Embarcadero Ctr Ste 2320, San Francisco, CA 94111 |
|
41583xxxx0 |
aha**@r*****.com |
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| TAN Wealth Management | San Francisco Bay Area | Tan Phan, MSFP, CFP® |
|
|
41577xxxx8 |
tan@t******.com |
5 |
3 |
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144 |
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| Elmwood Wealth Management Inc |
2027 4th St, Berkeley, CA 94710 |
|
51085xxxx3 |
bob@e************.com |
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| Morgan Stanley Wealth Management |
1 Kaiser Plz, Oakland, CA 94612 |
|
51083xxxx0 |
aar***********@m***********************.com |
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| Brookfield Private Wealth Management Team - UBS Financial Services Inc. |
555 California St Ste 4650, San Francisco, CA 94104 |
|
41596xxxx4 |
aar*******@u**.com |
|
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|
229156 |
|
242000 |
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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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| Summit Financial Advisors |
109 Baldwin Ave, San Mateo, CA 94401 |
|
65035xxxx0 |
aar**@s*************.com |
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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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| Schuller, Edward |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
wms**********@r**.com |
|
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|
14743 |
|
16000 |
|
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| Parsons Financial Adivsors |
721 Purissima St, Half Moon Bay, CA 94019 |
|
65071xxxx0 |
inf*@p****************.com |
5 |
2 |
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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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| Sommer McKinley |
111 Pine St, San Francisco, CA 94111 |
|
41529xxxx8 |
add********@f************.com |
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| Castro, Peter De |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
rbc*********@r**.com |
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14743 |
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16000 |
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| Ripple |
300 Montgomery St, San Francisco, CA 94104 |
|
41534xxxx0 |
abc**@r*****.com |
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2664 |
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3200 |
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| Edward Jones - Financial Advisor: Joshua Wulkan |
1301 Solano Ave Ste 201, Albany, CA 94706 |
|
51023xxxx5 |
a.j*********@e**********.com |
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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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| Summitry |
919 E Hillsdale Blvd STE 150, Foster City, CA 94404 |
|
65021xxxx0 |
atj*******@s*******.com |
5 |
2 |
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| RBC Wealth Management Branch - San Francisco |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
rbc*********@r**.com |
5 |
1 |
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14777 |
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16000 |
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| Quantum Capital Management Inc |
311 California St Ste 420, San Francisco, CA 94104 |
|
41592xxxx3 |
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| Commerce Ventures |
123 Main St, San Francisco, CA 94105 |
|
31031xxxx0 |
cla***@c*******.vc |
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| Alex Radoslovich |
111 Pine St, San Francisco, CA 94111 |
|
41536xxxx9 |
add********@f************.com |
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| Orchid Group Holdings |
555 California St, San Francisco, CA 94104 |
|
41587xxxx0 |
ake******@a***********.net |
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| Brown, Dustin |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
joh*******@c*.rbcwealthmanagement |
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12807 |
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| ClearBridge Investments |
50 California St, San Francisco, CA 94111 |
|
80069xxxx0 |
abc****@c**********.com |
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| Martin Investment Company |
400 30th St Ste 406, Oakland, CA 94609 |
|
51083xxxx0 |
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| Medley Partners Management |
50 California St, San Francisco, CA 94111 |
|
41537xxxx0 |
aud***@m******.com |
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| Proprietary Finance Ventures |
123 Mission St, San Francisco, CA 94105 |
|
20259xxxx1 |
f3b*************************************@w*****************.com |
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| Credit Repair Today |
350 Rhode Island St Ste 240, San Francisco, CA 94103 |
|
41534xxxx8 |
inf*@m*******************.com |
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| Steelriver Infrastructure Partners |
1 Harbor Dr Ste 101, Sausalito, CA 94965 |
|
41529xxxx0 |
and***************@s*****************.com |
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| Morfin Financial Services |
264 Arlington Ave, Kensington, CA 94707 |
|
51052xxxx4 |
c18*****************************@s*****.wixpress |
3.7 |
3 |
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| Bay Grove Capital |
801 Montgomery St, San Francisco, CA 94133 |
|
41522xxxx3 |
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| Morgan Stanley |
101 California St, San Francisco, CA 94111 |
|
41569xxxx6 |
acm***********@m************.com |
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| Artisan Partners Limited Partnership |
1 Maritime Plz, San Francisco, CA 94111 |
|
41528xxxx0 |
a.a*******@a**************.com |
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| Axiom Advisory Service |
1 Sansome St, San Francisco, CA 94104 |
|
41548xxxx1 |
hel**@a************.com |
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| Raymond James Financial Services |
2435 Divisadero St, San Francisco, CA 94115 |
|
41534xxxx4 |
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5 |
2 |
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| Kevin M. Furlong Investment Management |
300 Montgomery St Ste 1104, San Francisco, CA 94104 |
|
41595xxxx1 |
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| Alpine Investors |
1 California St, San Francisco, CA 94111 |
|
41539xxxx0 |
aga****@a**************.com |
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| Bill Marshall - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
bob*********@r**.com |
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| Minkoff & Associates |
111 Pine St Ste 1750, San Francisco, CA 94111 |
|
41539xxxx0 |
dns*****@a***.com |
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| Trainer Wortham & Co Inc |
475 14th St, Oakland, CA 94612 |
|
51044xxxx0 |
aad*****@c********.com |
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| Guideline Investments LLC |
500A 2nd Ave, San Mateo, CA 94401 |
|
41580xxxx8 |
aa@g********.com |
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| Morgan Stanley |
555 California St, San Francisco, CA 94104 |
|
41598xxxx8 |
abh*******@t*********************.com |
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| Oleg VERBITSKI @ Pacific West Advisory Group |
Commercial Division, 2425 California St, San Francisco, CA 94115 |
|
41523xxxx7 |
ole*@c*******.com |
5 |
4 |
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| Mason-McDuffie Franciscan Properties |
677 Portola Dr San Francisco, CA 94127 |
|
41566xxxx0 |
hos*******@o**.com |
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24 |
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| JMR Capital Management Inc |
44 Montgomery St Ste 3705, San Francisco, CA 94104 |
|
51052xxxx5 |
inf*@s***************.com |
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| Veritas Investments, Inc. |
1 Bush St, San Francisco, CA 94104 |
|
41557xxxx0 |
acc**********@v*********.com |
2.6 |
18 |
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| Liberty Hill Asset Management |
3650 24th St, San Francisco, CA 94110 |
|
41520xxxx4 |
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| Franklin Templeton Group |
777 Mariners Island Blvd, San Mateo, CA 94404 |
|
65031xxxx0 |
a.-******@f****************.com |
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| Porter, Ritchie & Associates - Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41561xxxx5 |
and************@a***.com |
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73 |
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92 |
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| Origin Capital Management |
Serving theDaly City Area |
|
41539xxxx8 |
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| Cub Investments |
128 Starlite St, South San Francisco, CA 94080 |
|
41552xxxx5 |
anu***@c*************.com |
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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 |
|
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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| Route One Invstmnt Company |
311 Miller Ave, Mill Valley, CA 94941 |
|
41538xxxx4 |
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| The Gapper Wealth Management Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
rbc*********@r**.com |
|
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|
14743 |
|
16000 |
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| Ee Fund Management |
461 2nd St, San Francisco, CA 94107 |
|
41535xxxx8 |
inf*@e*****.com |
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| Miller Martin |
1355 San Carlos Ave Ste A, San Carlos, CA 94070 |
|
65023xxxx1 |
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| Ryan Lee - Financial Advisor, Ameriprise Financial Services |
1900 Ofarrell St Ste 180, San Mateo, CA 94403 |
|
65059xxxx0 |
ani*********@a***.com |
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| Fire Capital Management |
2 Mint Plaza Ste 902, San Francisco, CA 94103 |
|
41582xxxx9 |
aly***@f********************.com |
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| Wespac Plan Services Inc |
519 17th St, Oakland, CA 94612 |
|
51028xxxx5 |
adv*****@w*****.net |
5 |
2 |
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| San Francisco, CA Private Wealth Management - UBS Financial Services Inc. |
555 California St Ste 3200, San Francisco, CA 94104 |
|
88866xxxx0 |
acc***************@u**.com |
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| Rich Chambers, CFP, RLP |
1310 Sanchez St San Francisco, CA 94131 |
|
65021xxxx8 |
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| Grealish Investment Counseling |
1001 Bayhill Dr, San Bruno, CA 94066 |
|
65095xxxx8 |
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| Foci Wealth Management - Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41574xxxx0 |
dns*****@a***.com |
|
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|
75 |
|
91 |
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| Champlain Capital |
McKesson Plaza, 1 Post St #925, San Francisco, CA 94104 |
|
41566xxxx0 |
dle***@c***************.com |
|
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| Horizon Holdings |
101 Clay St, San Francisco, CA 94111 |
|
41578xxxx0 |
col****@h**************.com |
|
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| JMP Group |
600 Montgomery St, San Francisco, CA 94111 |
|
41583xxxx0 |
aca**@j***.com |
|
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| Stafford Capital Management |
275 Battery St Ste 1600, San Francisco, CA 94111 |
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41536xxxx0 |
bob@s**************.com |
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| Vert Asset Management |
85 Liberty Ship Way, Sausalito, CA 94965 |
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41565xxxx9 |
inf*@v********.com |
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| Ares Management |
1 Harbor Dr, Sausalito, CA 94965 |
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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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| Pillar Point Equity Management |
333 Gellert Blvd Ste 121 Daly City, CA 94015 |
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65075xxxx0 |
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| TNL Car Title Loans |
95 3rd St Ste 1, San Francisco, CA 94103 |
|
41573xxxx2 |
3ce*************************************@w*****************.com |
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| Moirai Wealth Management |
722 Montgomery St, San Francisco, CA 94111 |
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41598xxxx1 |
aat***@m*****.com |
5 |
1 |
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| Jacobs & Company |
4 Embarcadero Ctr, San Francisco, CA 94111 |
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41577xxxx7 |
aar*******@j*****.com |
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4.7 |
63 |
40553 |
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41000 |
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| Ramsdell Capital Mgmt |
582 Market St Ste 608, San Francisco, CA 94104 |
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41539xxxx0 |
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| Rcm Robinson Capital Management |
3997 Washington St, San Francisco, CA 94118 |
|
41577xxxx1 |
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| BPM Wealth Management |
555 California St, San Francisco, CA 94104 |
|
41547xxxx0 |
doe****@g************.com |
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| Bay Ventures Group |
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41590xxxx9 |
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| Evercore Wealth Management |
425 California St, San Francisco, CA 94104 |
|
41528xxxx0 |
ale*******@e*******.com |
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| Morningside Investment Advisors |
870 Market St, San Francisco, CA 94102 |
|
41598xxxx2 |
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| Edward Jones |
1504 Encinal Ave Ste B, Alameda, CA 94501 |
|
51052xxxx6 |
a.j*********@e**********.com |
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| Moirai Capital Mgmt |
708 Montgomery St, San Francisco, CA 94111 |
|
41598xxxx1 |
aat***@m*****.com |
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| Miranda Holmes |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx0 |
add********@f************.com |
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| Milestone Financial Advisors |
533 Sutter St, San Francisco, CA 94102 |
|
41543xxxx0 |
aar**@m**************.com |
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| Newport Asia |
601 California St, San Francisco, CA 94108 |
|
41567xxxx0 |
aas****@n*************.com |
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| Robasciotti And Associates |
870 Market St, San Francisco, CA 94102 |
|
41598xxxx0 |
afs***@r**********.com |
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5 |
14 |
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| Buena Vista Fund Management |
235 Montgomery St, San Francisco, CA 94104 |
|
41543xxxx0 |
inf*@b*************.com |
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| Moira Amado-McCoy, Robertson Stephens |
455 Market St Ste 1600, San Francisco, CA 94105 |
|
41550xxxx0 |
abl**@r********.com |
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999 |
8 |
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| Merrill Investment & Retirement Financial Center |
33 Southgate Ave, Daly City, CA 94015 |
|
65030xxxx0 |
alv******@m*.com |
1 |
1 |
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| Edward Jones |
345 W Portal Ave-Suite 100, San Francisco, CA 94127 |
|
41550xxxx8 |
a.j*********@e**********.com |
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| Financial Technology Ventures |
555 California St, San Francisco, CA 94104 |
|
41522xxxx0 |
aar******@f*********.com |
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| RBC Capital Markets |
2 Embarcadero Ctr, San Francisco, CA 94111 |
|
41563xxxx0 |
a.p****@r****.com |
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| Patton & Associates |
160 Sansome St, San Francisco, CA 94104 |
|
41539xxxx2 |
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| Ifm Investors |
310 Harbor Dr, Sausalito, CA 94965 |
|
41572xxxx5 |
aab***********@i***********.com |
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| Mathematica Capital Management |
75 Gate 5 Rd, Sausalito, CA 94965 |
|
41533xxxx4 |
jl@m*******.com |
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| 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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| UMANA |
2429 Bay Street |, San Francisco, CA 94123 |
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| Kathryn Harrison |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx4 |
acc************@f************.com |
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| Edward Jones |
1150 Ballena Blvd Ste 100, Alameda, CA 94501 |
|
51052xxxx4 |
a.j*********@e**********.com |
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| Stephens Investment Management |
San Francisco, CA 94104 |
|
41567xxxx0 |
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| Laird Norton Wetherby |
580 California St 8th floor, San Francisco, CA 94104 |
|
41539xxxx9 |
emo***@l**********.com |
5 |
2 |
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| Urban Pioneer |
3129 Fillmore St, San Francisco, CA 94123 |
|
41581xxxx7 |
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| Robertson Stephens - Burlingame |
1350 Bayshore Hwy Ste 210, Burlingame, CA 94010 |
|
65034xxxx0 |
abl**@r********.com |
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996 |
8 |
1000 |
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| Sterling Bank & Trust |
1122 Taraval St San Francisco, CA 94116 |
|
41566xxxx0 |
agl****@s***********.com |
4 |
2 |
1 |
1 |
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309 |
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| Bersot Capital Management |
466 Green St, San Francisco, CA 94133 |
|
41538xxxx7 |
85c*************************************@w*****************.com |
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| 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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| David Mucha |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx3 |
add********@f************.com |
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| Wada Capital Management |
11100 San Pablo Ave, El Cerrito, CA 94530 |
|
51023xxxx0 |
inf*@w**********.com |
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| Edward Jones - Financial Advisor: Warren Barmore, AAMS™ |
101 Main St Ste G, Half Moon Bay, CA 94019 |
|
65072xxxx3 |
a.j*********@e**********.com |
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28 |
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28 |
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| Wentworth Hauser & Violich |
353 Sacramento St, San Francisco, CA 94111 |
|
41598xxxx1 |
inf*@s*********.com |
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| Global Investment Co Inc |
211 10th St, Oakland, CA 94607 |
|
51083xxxx2 |
cat**@g*****************.net |
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| Edward Jones - Financial Advisor: Erin Sinclair |
1201 Howard Ave, Burlingame, CA 94010 |
|
65034xxxx0 |
a.j*********@e**********.com |
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|
87631 |
|
100000 |
5 |
2 |
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| Tim Cecchin - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
wms**********@r**.com |
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|
14743 |
|
16000 |
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| Fortress Investment Group |
1 Market Plz, San Francisco, CA 94105 |
|
41561xxxx0 |
aal*****@f*******.com |
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| Waddell & Reed |
1810 Gateway Dr Ste 340, San Mateo, CA 94404 |
|
65034xxxx4 |
aam***@w******.com |
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| The Nickel Cox Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
rbc*********@r**.com |
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12807 |
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| Jeffrey Oster - Raymond James |
1050 Marina Village Pkwy, Alameda, CA 94501 |
|
88865xxxx5 |
aar************@r***********.com |
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| The Parnassus Fund |
1 Market St Ste 2200, San Francisco, CA 94105 |
|
41577xxxx0 |
adi**@p********.com |
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| 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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| Institute For Private Investors |
88 Kearny St Ste 750, San Francisco, CA 94108 |
|
41593xxxx0 |
aw@m*********.net |
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| Macroaxis |
505 Montgomery St FL 10, San Francisco, CA 94111 |
|
41565xxxx6 |
ale*@m********.com |
4.8 |
6 |
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| Diane Kohler - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
dia*********@r**.com |
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| Givens Investment Company |
1730 Solano Ave Unit A, Berkeley, CA 94707 |
|
51052xxxx0 |
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| Roberts Realty & Investment Company |
440 San Mateo Ave, San Bruno, CA 94066 |
|
65058xxxx0 |
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| IKONA Partners |
2762 Octavia St Suite A, San Francisco, CA 94123 |
|
65041xxxx0 |
car****@i************.com |
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| BL-SH Financial |
1700 California St, San Francisco, CA 94109 |
|
41595xxxx6 |
drl****************@g****.com |
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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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| Sterling Bank & Trust |
3800 24th St, San Francisco, CA 94114 |
|
41597xxxx0 |
agl****@s***********.com |
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2.5 |
52 |
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| Pe Financial Group |
3 Harbor Dr Ste 107, Sausalito, CA 94965 |
|
41533xxxx4 |
joh******@p***************.com |
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| Alecta Real Estate |
100 Drumm St, San Francisco, CA 94111 |
|
41532xxxx0 |
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| Phoenix Portfolio Management Service |
385 Oyster Point Blvd South San Francisco, CA 94080 |
|
65058xxxx7 |
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| Maximus Real Estate Partners |
1 Maritime Plz Ste 1900, San Francisco, CA 94111 |
|
41558xxxx2 |
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| Edward Jones |
1281 Fifth Ave Suite B, Belmont, CA 94002 |
|
65080xxxx4 |
a.j*********@e**********.com |
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85136 |
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| Citrine Capital |
535 Mission St 14th floor, San Francisco, CA 94105 |
|
41549xxxx2 |
inf*@c*********************.com |
5 |
15 |
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378 |
4 |
386 |
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| National Financial |
2 W 5th Ave, San Mateo, CA 94402 |
|
65068xxxx7 |
cla****@n****************.org |
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| Ams Asset Management Co |
25 Stillman St, San Francisco, CA 94107 |
|
41590xxxx1 |
har******@a*******.com |
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| Baker Street Advisors |
455 Market St, San Francisco, CA 94105 |
|
41534xxxx0 |
ada*@b******************.com |
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| Raymond James |
870 Market St Ste 711, San Francisco, CA 94102 |
|
41539xxxx0 |
aar************@r***********.com |
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17482 |
|
18000 |
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| The Blue Heron Group LLC |
555 California St #4925, San Francisco, CA 94104 |
|
87750xxxx3 |
inf*@t****************.com |
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| Edward Jones - Financial Advisor: Yun Fang |
1569 Sloat Blvd, Ste 312 San Francisco, CA 94132 |
|
41550xxxx8 |
a.j*********@e**********.com |
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5 |
1 |
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| 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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| Saybrook Capital |
303 Twin Dolphin Dr, Redwood City, CA 94065 |
|
65063xxxx2 |
say*****@w***********.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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| Algert Global LLC |
101 California St Suite 3240, San Francisco, CA 94111 |
|
41567xxxx0 |
alg**********@a***********.com |
4 |
2 |
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| Osterweis Capital Management |
1 Maritime Plz Ste 3800, San Francisco, CA 94111 |
|
41543xxxx1 |
abu**@o********.com |
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| Osterweis Capital Management |
One Maritime Plaza, #800, San Francisco, CA 94111 |
|
41543xxxx1 |
ada********@o********.com |
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| Bernstein Global Wealth Management |
555 California St, San Francisco, CA 94104 |
|
41521xxxx0 |
aar******@a****************.com |
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| Orford Capital Management |
155 Montgomery St Ste 404, San Francisco, CA 94104 |
|
41539xxxx0 |
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| Dodge & Cox |
555 California St, San Francisco, CA 94104 |
|
41598xxxx0 |
ada********@d**********.com |
5 |
2 |
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| BNY Mellon Wealth Management San Francisco CA |
555 Mission St, San Francisco, CA 94105 |
|
41596xxxx5 |
jes************@b********.com |
5 |
1 |
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| Weber Capital Management |
340 Pine St, San Francisco, CA 94104 |
|
41536xxxx7 |
chi******@w***********.com |
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| Cambridge Investments Limited |
2 Belvedere Pl Ste 320, Mill Valley, CA 94941 |
|
41538xxxx3 |
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| Vantage Wealth Management |
1 Waters Park Dr STE 98, San Mateo, CA 94403 |
|
65063xxxx0 |
dav*********@v****************.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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| Gapper, Douglas |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
joh*******@c*.rbcwealthmanagement |
|
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|
14743 |
|
16000 |
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| Kroll Inc |
345 California St, San Francisco, CA 94104 |
|
41569xxxx0 |
aal*****@k****.com |
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| Merrill Lynch Wealth Management |
1111 Broadway, Oakland, CA 94607 |
|
51020xxxx0 |
aas***********@m*.com |
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| Lincap Management Company |
Serving theDaly City Area |
|
41566xxxx2 |
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| Edward Jones - Financial Advisor: Yixue Mei |
1150 Ballena Blvd Ste 100, Alameda, CA 94501 |
|
51052xxxx4 |
a.j*********@e**********.com |
|
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|
87630 |
|
100000 |
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| Main Street Research |
30 Liberty Ship Way, Sausalito, CA 94965 |
|
41528xxxx0 |
aar*******@m**********.com |
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| Janney Montgomery Scott |
100 Drumm St, San Francisco, CA 94111 |
|
41524xxxx4 |
aal******@j*****.com |
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| iCapital Management Inc |
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| Mgrs. Investment Group San Francisco Office |
90 New Montgomery St, San Francisco, CA 94105 |
|
88850xxxx3 |
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| Byron E. Valles |
1 Front St Fl 11, San Francisco, CA 94111 |
|
41561xxxx6 |
add********@f************.com |
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| Gridley Associates Inc |
580 California St Ste 1600, San Francisco, CA 94104 |
|
41539xxxx0 |
inf*@g****************.com |
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| California Commercial Invstmnt |
300 Frank H Ogawa Plz Ste 340, Oakland, CA 94612 |
|
51026xxxx0 |
aba****@c**************.com |
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5 |
16 |
107 |
|
116 |
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| U.S. Bancorp Investments - Financial Advisors: Tyson Scofield |
329 Gellert Blvd, Daly City, CA 94015 |
|
41556xxxx9 |
aar************@u*****.com |
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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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| Cavalry Management Group LLC |
101 Montgomery St Suite 2550, San Francisco, CA 94104 |
|
41543xxxx0 |
|
1 |
1 |
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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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| Global Investment Company |
300 Frank H Ogawa Plz Ste 253, Oakland, CA 94612 |
|
51083xxxx0 |
cat**@g*****************.net |
|
147 |
|
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| Davis Skaggs Investment Management |
1 Sansome St, San Francisco, CA 94104 |
|
41598xxxx3 |
bar*@s*********.com |
|
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| Edward Jones - Financial Advisor: Joe Trevino, CFP® |
370 Highland Ave Ste 202, Piedmont, CA 94611 |
|
51065xxxx5 |
a.j*********@e**********.com |
|
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|
87631 |
|
100000 |
|
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| 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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| Oh We Fancy |
1901 Harrison St Ste 1100 Oakland, CA 94612 |
|
80077xxxx3 |
sal**@s******.com |
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4843 |
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| James B. Marchetti |
111 Pine St, San Francisco, CA 94111 |
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41529xxxx6 |
add********@f************.com |
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| Jh Partners |
451 Jackson St Fl 3, San Francisco, CA 94111 |
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41536xxxx0 |
bau*@j*********.com |
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4.2 |
361 |
58431 |
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64000 |
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| Motif Investing, Inc. |
400 S El Camino Real Ste 575, San Mateo, CA 94402 |
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85585xxxx3 |
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| Hip Investor |
412 Mississippi St, San Francisco, CA 94107 |
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41529xxxx8 |
ada*@h**********.com |
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1100 |
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| Stephens Investment Management |
440 Pacific Ave, San Francisco, CA 94133 |
|
41567xxxx0 |
ada*@b****************.com |
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| Simeon Properties Inc |
655 Montgomery St, San Francisco, CA 94111 |
|
41598xxxx2 |
aba****@s*************.com |
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| James Buckley |
111 Pine St, San Francisco, CA 94111 |
|
41529xxxx9 |
acc************@f************.com |
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| Vega Capital Group |
1000 Marina Blvd, Brisbane, CA 94005 |
|
41531xxxx0 |
doe****@v**********.com |
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| Angel Island Capital Services |
1 Embarcadero Ctr Ste 2110, San Francisco, CA 94111 |
|
41561xxxx0 |
ama*******@a****.com |
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| B Riley FBR |
1 Embarcadero Ctr, San Francisco, CA 94111 |
|
41524xxxx0 |
aal*****@f**.com |
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| Horn Investment Co |
409 Primrose Rd, Burlingame, CA 94010 |
|
65034xxxx0 |
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| Bay Wealth Management - UBS Financial Services Inc. |
555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104 |
|
41557xxxx1 |
abc***@u**.com |
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| Balopole Investment Management Corp |
1650 Borel Pl Ste 224, San Mateo, CA 94402 |
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65057xxxx7 |
max@b*******.com |
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| Crocker, Mary A |
233 Post St, San Francisco, CA 94108 |
|
41598xxxx8 |
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| Wealth Enhancement Group |
210 Eureka Dr, Pacifica, CA 94044 |
|
65075xxxx0 |
aba****@w****************.com |
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| Jeanmarie M. LaBonte |
111 Pine St, San Francisco, CA 94111 |
|
41528xxxx0 |
add********@f************.com |
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| Ogborne Capital Management, LLC. |
220 Halleck St #110, San Francisco, CA 94129 |
|
41594xxxx9 |
con****@o*********.com |
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| Blume Capital |
1708 Shattuck Ave Ste 3, Berkeley, CA 94709 |
|
51054xxxx4 |
amy********@b***********.com |
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| Pacific Heights Asset Management |
Serving theDaly City Area |
|
41539xxxx3 |
inf*@p************.com |
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| Ensemble Capital Management |
555 Mission St Suite 3325, San Francisco, CA 94105 |
|
65069xxxx0 |
ari*@e**************.com |
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| Brandywine Global Investment Management |
155 Montgomery St Ste 1401, San Francisco, CA 94104 |
|
41577xxxx5 |
adr**********@t*****************.com |
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| Householder Group |
1001 Bayhill Dr, San Bruno, CA 94066 |
|
65061xxxx2 |
alu*******@h***************.com |
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| Tiedemann Wealth Management |
101 California St, San Francisco, CA 94111 |
|
41539xxxx9 |
aho*****@t**************.com |
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| PMI SF Peninsula |
318 Westlake Center Suite 219, Daly City, CA 94015 |
|
41531xxxx9 |
con******@p*************.com |
3.5 |
8 |
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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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| KCM Investment Advisors LLC |
300 Drakes Landing Rd Suite 210, Greenbrae, CA 94904 |
|
41546xxxx8 |
ato******@k**********.com |
5 |
1 |
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| Macfarlane Partners |
201 Spear St, San Francisco, CA 94105 |
|
41535xxxx0 |
aha*****@m*****************.com |
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| United Associates Investment Inc. |
1580 Taraval St, San Francisco, CA 94116 |
|
41556xxxx8 |
a.c*******@u*****.com |
2.6 |
5 |
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| Terramont Infrastructure Partners |
535 Mission St, San Francisco, CA 94105 |
|
21257xxxx9 |
inf*@t*************.com |
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| Gosho Financial Group |
951 Mariners Island Blvd Ste 385, San Mateo, CA 94404 |
|
65037xxxx3 |
inf*@g*********.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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| 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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| Brian T. Chinn |
111 Pine St, San Francisco, CA 94111 |
|
41536xxxx0 |
acc************@f************.com |
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90275 |
|
115000 |
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| The Lost Avenue |
San Francisco, CA 94112 |
|
51036xxxx1 |
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| Geolo Capital |
300, 1 Letterman Dr building a suite a4, San Francisco, CA 94129 |
|
41569xxxx0 |
bn@g****.com |
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| Bay Ventures Group |
101 California St, San Francisco, CA 94111 |
|
41590xxxx9 |
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| Joshua Lelchook - Financial Advisor, Ameriprise Financial Services |
1900 Ofarrell St Ste 180, San Mateo, CA 94403 |
|
65059xxxx0 |
ani*********@a***.com |
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| Pillar Pacific Capital Management |
333 Gellert Blvd, Daly City, CA 94015 |
|
65075xxxx0 |
cli*@p************.com |
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| Transformational Investing |
2819 Regatta Dr, Oakland, CA 94601 |
|
51069xxxx1 |
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| Karp Capital Management Corp. |
Serving theDaly City Area |
|
41534xxxx5 |
alf***@k**********.com |
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| Edward Jones - Financial Advisor: Elizabeth N Knier |
504 Avenue Alhambra, Half Moon Bay, CA 94019 |
|
65056xxxx1 |
a.j*********@e**********.com |
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| NewCap Partners Inc. |
2716 Wemberly Dr, Belmont, CA 94002 |
|
65063xxxx7 |
bua**@n*****.com |
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| Ribera Investment Management |
875 Island Dr, Alameda, CA 94502 |
|
51052xxxx2 |
joh*@r****************.com |
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| Glynn Capital |
601 California St 12th floor suite 1200, San Francisco, CA 94108 |
|
65085xxxx5 |
ali***@g***********.com |
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| Rick Gordon |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx4 |
add********@f************.com |
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| Jeffrey Windle - Financial Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41574xxxx0 |
dns*****@a***.com |
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| Stephens Michael |
1388 Sutter St Ste 725, San Francisco, CA 94109 |
|
41577xxxx1 |
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| Bff Capital Management |
411 Borel Ave Ste 502, San Mateo, CA 94402 |
|
65057xxxx0 |
sup****@v***********.com |
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| Murphy Investments |
1355 Valencia St,  San Francisco, CA 94110 |
|
41564xxxx0 |
bar*@m****************.com |
3.2 |
18 |
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66 |
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3 |
| Ben Bernstein - Financial Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41528xxxx0 |
and************@a***.com |
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73 |
|
92 |
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| New Island Capital Management, Inc. |
560 Commercial St, San Francisco, CA 94111 |
|
41569xxxx0 |
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| Compass Equity Advisors |
101 Montgomery St Ste 1400, San Francisco, CA 94104 |
|
41532xxxx0 |
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| Jill Hollander Cfp |
2608 9th St Ste 302, Berkeley, CA 94710 |
|
51084xxxx7 |
bpo*@f*******************.com |
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| Earnest |
535 Mission St, San Francisco, CA 94105 |
|
88860xxxx1 |
ac1*************************************@c******.gandi |
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| Sean F. Bricmont |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx2 |
add********@f************.com |
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| FTV Capital |
601 California St, San Francisco, CA 94108 |
|
41522xxxx0 |
aab*****@f*********.com |
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| Cho-Young Kugies |
2820 Benson Way, Belmont, CA 94002 |
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65059xxxx2 |
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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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| GBA Realty |
1592 Yosemite Ave, San Francisco, CA 94124 |
|
41582xxxx1 |
dat*****************@i****.de |
5 |
1 |
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| CIBC Private Wealth Management |
3 Embarcadero Ctr, San Francisco, CA 94111 |
|
41543xxxx4 |
a.l***@a************.com |
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| Biscayne Venture Partners |
1001 Bayhill Dr, San Bruno, CA 94066 |
|
65086xxxx0 |
abi*****@v***.com |
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| Imprint Capital Advisors |
353 Sacramento St, San Francisco, CA 94111 |
|
41598xxxx0 |
agr****@i*********.com |
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| Edward Schuller - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx2 |
wms**********@r**.com |
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14743 |
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16000 |
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| Natalia Koritskaya - Financial Advisor, Ameriprise Financial Services |
1900 Ofarrell St Ste 180, San Mateo, CA 94403 |
|
65059xxxx0 |
dns*****@a***.com |
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423 |
22 |
439 |
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| Stinson Capitol Management Investment Counsel |
235 Montgomery St, San Francisco, CA 94104 |
|
41595xxxx6 |
ag@p*****************.com |
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| U.S. Trust |
555 California St Fl 7, San Francisco, CA 94104 |
|
41591xxxx8 |
a.n**@j******.gov |
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450261 |
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469000 |
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| Merrill Lynch Wealth Management |
1995 University Ave, Berkeley, CA 94704 |
|
51054xxxx0 |
aas***********@m*.com |
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| Sensiba |
5960 Inglewood Dr Ste 201 Pleasanton, CA 94588 |
|
92527xxxx0 |
aar**@s*****.com |
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1.7 |
7 |
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461 |
51 |
474 |
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| Laurel H. Norris |
111 Pine St 7th Fl, San Francisco, CA 94111 |
|
41524xxxx2 |
acc************@f************.com |
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90275 |
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115000 |
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| The Seizin Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
rbc*********@r**.com |
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| Li Zhang Financial Services Inc |
601 Montgomery St, San Francisco, CA 94111 |
|
41521xxxx4 |
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| Impact Hub |
901 Mission St, San Francisco, CA 94103 |
|
41562xxxx1 |
a.n******@i***********.org |
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| IMK Investment LLC |
1 Embarcadero CTR STE 500, San Francisco, CA 94111 |
|
41540xxxx0 |
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| Veris Wealth Partners |
235 Montgomery St #850, San Francisco, CA 94104 |
|
41581xxxx0 |
afe******@v******.com |
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| Umpqua Bank |
450 Sansome St Ste 120, San Francisco, CA 94111 |
|
41526xxxx1 |
ana***************@u*********.com |
3.2 |
14 |
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4 |
1189 |
50651 |
669 |
49000 |
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| Kaplan, Gary J |
3030 Bridgeway Ste 111, Sausalito, CA 94965 |
|
41533xxxx0 |
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| Pirates Payment Processing Solution |
Pittsburg, CA 94565 |
|
51035xxxx1 |
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| AgFunder |
845 Market St Ste 450, San Francisco, CA 94103 |
|
91787xxxx7 |
adm**@a*******.com |
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| Parros Maggie |
909 Montgomery St Ste 500, San Francisco, CA 94133 |
|
41548xxxx0 |
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| Gregory Ware - Financial Advisor, Ameriprise Financial Services |
150 Post St Ste 530, San Francisco, CA 94108 |
|
41577xxxx3 |
dns*****@a***.com |
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| Fintan Partners |
303 Twin Dolphin Dr, Redwood City, CA 94065 |
|
65068xxxx0 |
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| Nollenberger McCullough Investment Associates |
100 Shoreline Hwy, Mill Valley, CA 94941 |
|
41595xxxx0 |
bru***@n******.com |
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| Edward Jones |
1772 Church St San Francisco, CA 94131 |
|
41528xxxx5 |
a.j*********@e**********.com |
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| Morgan Stanley Wealth Management |
1 Sansome St Ste 1400, San Francisco, CA 94104 |
|
41598xxxx0 |
aar***********@m***********************.com |
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| Fort Street Investment Corp. |
425 California St, San Francisco, CA 94104 |
|
41539xxxx0 |
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| Grodin Financial Services |
14515 Catalina St, San Leandro, CA 94577 |
|
51035xxxx5 |
545*************************************@w*****************.com |
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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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| Battery Ventures |
901 Mariners Island Blvd, San Mateo, CA 94404 |
|
65037xxxx0 |
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| TAN Wealth Management |
San Francisco, CA 94112 |
|
41577xxxx8 |
tan@t******.com |
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5 |
2 |
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| Arbor Capital |
155 Bovet Rd Ste 406, San Mateo, CA 94402 |
|
65044xxxx5 |
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| Jack Lin - Ameriprise Financial Services |
318 Westlake Ctr Ste 225 Daly City, CA 94015 |
|
65027xxxx7 |
dns*****@a***.com |
5 |
1 |
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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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| Wrapmanager Inc |
319 Miller Ave, Mill Valley, CA 94941 |
|
41554xxxx4 |
can******@w**********.com |
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27 |
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| Thorne Asset Management |
716 Montgomery St, San Francisco, CA 94111 |
|
41559xxxx1 |
abh*****@b*****************.com |
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|
582604 |
|
46 |
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| Brownstone Investment Company |
300 Montgomery St Ste 435, San Francisco, CA 94104 |
|
41539xxxx0 |
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| Edward Jones - Financial Advisor: Jerry Ostrander |
370 Highland Ave, Piedmont, CA 94611 |
|
51054xxxx9 |
a.j*********@e**********.com |
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|
87631 |
|
100000 |
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| Indaba Capital Management, L.P. |
Building D, One Letterman Dr Suite DM700, San Francisco, CA 94129 |
|
41568xxxx0 |
ado***@i************.com |
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| Nightingale Financial Advisory |
1900 S Norfolk St, San Mateo, CA 94403 |
|
65084xxxx0 |
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| The Kranefuss Group |
90 Throckmorton Ave, Mill Valley, CA 94941 |
|
41538xxxx2 |
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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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| Sterling Bank & Trust |
2555 San Bruno Ave, San Francisco, CA 94134 |
|
41550xxxx2 |
agl****@s***********.com |
|
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3.5 |
8 |
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307 |
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| Leo Epp Company |
703 Market St Ste 1706, San Francisco, CA 94103 |
|
41598xxxx5 |
dom************@a*.jll |
3.8 |
5 |
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| Nikko Systems Solutions Ltd |
1875 S Grant St, San Mateo, CA 94402 |
|
65034xxxx0 |
abh***********@k***.com |
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| Flagstar Bank |
124 De Anza Blvd, San Mateo, CA 94402 |
|
41576xxxx3 |
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| Bailard Inc |
950 Tower Ln Ste 1900, Foster City, CA 94404 |
|
65065xxxx0 |
acr******@b******.com |
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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 |
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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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| Naylor & Company Investments, LLC |
580 California St, San Francisco, Ca 94104 |
|
41574xxxx0 |
c18*****************************@s*****.wixpress |
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| Star North Holdings Group |
611 Gateway Blvd Ste 120, South San Francisco, CA 94080 |
|
62833xxxx1 |
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| Entrepreneurs Fund Management Service |
1927 Bridgepointe Pkwy, San Mateo, CA 94404 |
|
65038xxxx0 |
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624 |
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617 |
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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 |
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41598xxxx0 |
agn*********@t***********.ca |
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| McQuarrie Associates Inc. |
55 New Montgomery St, San Francisco, CA 94105 |
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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 |
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6900 |
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| Fit Inc |
2673 77th Ave, Oakland, CA 94605 |
|
51063xxxx1 |
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| TNL Car Title Loans |
2811 Mission St Ste 1, San Francisco, CA 94110 |
|
41565xxxx7 |
3ce*************************************@w*****************.com |
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| Mission Bay Capital |
953 Indiana St, San Francisco, CA 94107 |
|
41524xxxx0 |
dou*************@m****************.com |
5 |
1 |
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| GI Partners |
188 The Embarcadero Ste 700, San Francisco, CA 94105 |
|
41568xxxx0 |
agn**@g*********.com |
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| Douglas R. Clough |
111 Pine St, San Francisco, CA 94111 |
|
41528xxxx4 |
add********@f************.com |
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| The Brauner Company |
255 Shoreline Dr Ste 150, Redwood City, CA 94065 |
|
65057xxxx0 |
fri**@b*************.com |
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| Alt |
San Francisco, CA 94111 |
|
41020xxxx0 |
jsm***@a**.xyz |
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| Infinity Financial Services |
211 10th St Ste 338, Oakland, CA 94607 |
|
51058xxxx0 |
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| Edward Jones |
San Francisco, CA 94114 |
|
41528xxxx9 |
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| Bay Area Investment Company, Inc. |
2648 International Blvd Ste 800, Oakland, CA 94601 |
|
51053xxxx8 |
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| Alina Bocu |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx5 |
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| Umpqua Bank |
1450 Chapin Ave Ste 1, Burlingame, CA 94010 |
|
65034xxxx3 |
ago******@w*************.org |
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| Artis Capital Management LP |
1 Market Plz, San Francisco, CA 94105 |
|
41534xxxx0 |
aco***@b*********.com |
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| Phocas Financial Corp |
980 Atlantic Ave Ste 106, Alameda, CA 94501 |
|
51052xxxx0 |
cec*********@p**************.com |
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| Seidler / Cattich Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx5 |
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| Fremont Group |
199 Fremont St, San Francisco, CA 94105 |
|
41551xxxx1 |
aal******@f***********.com |
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| Cogo Wolf Asset Management |
301 Clay St, San Francisco, CA 94111 |
|
41543xxxx0 |
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| Brian Addington - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx9 |
bri************@r**.com |
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| TIAA Financial Services |
4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111 |
|
88884xxxx9 |
acc******************@t***.org |
1 |
2 |
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90938 |
529 |
91000 |
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| Park Hill Group |
101 California St, San Francisco, CA 94111 |
|
41527xxxx0 |
ade**@p************.com |
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| Brian Addington |
111 Pine St, San Francisco, CA 94111 |
|
41536xxxx4 |
add********@f************.com |
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| Focused Finances |
286 Santa Clara Ave, Oakland, CA 94610 |
|
51076xxxx1 |
ji**@f**************.com |
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259 |
2 |
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| Tradewinds Investment Management LP |
3 Harbor Dr, Sausalito, CA 94965 |
|
41528xxxx0 |
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| Merrill Lynch Wealth Management |
101 California St 24th Fl, San Francisco, CA 94111 |
|
41527xxxx0 |
ale*********@m*.com |
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| 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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| 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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| Andrew Andrikopoulos - Financial Advisor, Ameriprise Financial Services |
255 Shoreline Dr Ste 400, Redwood City, CA 94065 |
|
65065xxxx5 |
and*****************@a***.com |
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| Greenoaks |
1 Letterman Dr Building A Suite 500, San Francisco, CA 94129 |
|
41594xxxx2 |
ahn**@g********.com |
5 |
2 |
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| Kevin Douglas |
111 Pine St, San Francisco, CA 94111 |
|
41529xxxx1 |
add********@f************.com |
|
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|
90275 |
|
115000 |
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| Tomas Jansson |
111 Pine St, San Francisco, CA 94111 |
|
41524xxxx5 |
add********@f************.com |
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| BTR Capital Management Inc |
550 Kearny St Ste 990, San Francisco, CA 94108 |
|
41598xxxx0 |
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| Poplar Global Wealth Management LLC |
318 Westlake Center Suite 203, Daly City, CA 94015 |
|
65061xxxx3 |
wsb************@g******.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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| City National Rochdale |
455 Market St, San Francisco, CA 94105 |
|
41547xxxx4 |
abo******************@c**.com |
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281 |
4 |
327 |
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| O'Brien-Kiernan Investment Co |
220 Montgomery St Ste 1050, San Francisco, CA 94104 |
|
41577xxxx6 |
inf*@o************.com |
2 |
1 |
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| Alpha Rush |
3 E 3rd Ave, San Mateo, CA 94401 |
|
65037xxxx4 |
inf*@a********.com |
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| Golden Gate Personal Financial Planning |
235 Montgomery St, San Francisco, CA 94104 |
|
41534xxxx9 |
inf*@g****.com |
|
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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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| Sterling Bank & Trust |
440 Westlake Center Dr Daly City, CA 94015 |
|
65099xxxx5 |
agl****@s***********.com |
1.7 |
3 |
1.6 |
7 |
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|
309 |
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| Sterne Agee Financial |
20 Sunnyside Ave, Mill Valley, CA 94941 |
|
41588xxxx9 |
abh****@s*********.com |
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| Grealish Investment Counseling |
1710 S Amphlett Blvd, San Mateo, CA 94402 |
|
65095xxxx8 |
ken*@g*********.com |
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| Open Door Capital Advisors (US), LLC |
455 Market St #1160, San Francisco, CA 94105 |
|
41576xxxx8 |
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| Sfa Management Corp |
44 Montgomery St, San Francisco, CA 94104 |
|
41536xxxx0 |
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| Poplar Global Wealth Management |
318 Westlake Ctr, Daly City, CA 94015 |
|
65075xxxx0 |
adm**@p***.com |
|
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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 |
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41563xxxx5 |
inf*@5********.com |
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| Catalyst FPIM Corp |
70 Washington St Ste 203, Oakland, CA 94607 |
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51054xxxx1 |
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| Glass Lewis & Co |
255 California St, San Francisco, CA 94111 |
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41567xxxx0 |
aan*****@g*********.com |
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| DURR Enterprise Corporation |
4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111 |
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86672xxxx8 |
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| Pursestrings |
2647 21st Ave San Francisco, CA 94116 |
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41575xxxx8 |
pam@p********************.com |
5 |
1 |
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| Lahtinen, Eric Ameriprise Financial |
455 Market St Ste 1480, San Francisco, CA 94105 |
|
41577xxxx9 |
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| Friedman B |
100 Drumm St, San Francisco, CA 94111 |
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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 |
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41534xxxx1 |
aab********@r***************.com |
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| George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services |
1900 Ofarrell St Ste 180, San Mateo, CA 94403 |
|
65059xxxx0 |
ani*********@a***.com |
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396 |
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416 |
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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 |
|
41534xxxx0 |
cas**@b********.com |
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| Central Financial Management |
456 Montgomery St, San Francisco, CA 94104 |
|
41539xxxx8 |
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| Morgan Stanley |
1999 Harrison St, Oakland, CA 94612 |
|
51083xxxx0 |
acm***********@m************.com |
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| Karp Capital Management |
221 Caledonia St, Sausalito, CA 94965 |
|
41534xxxx5 |
and*@k**********.com |
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| Horizon Holdings |
101 Clay St, Oakland, CA 94607 |
|
41578xxxx0 |
axx*****@w**********.com |
4.4 |
689 |
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693384 |
10709 |
16 |
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| David Dudek |
111 Pine St, San Francisco, CA 94111 |
|
41583xxxx3 |
acc************@f************.com |
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| Stifel |
100 Pine St Ste 1750, San Francisco, CA 94111 |
|
41539xxxx7 |
abb****@s*****.com |
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4751 |
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5200 |
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| Flagstar Bank |
100 Pine St Ste 1525, San Francisco, CA 94111 |
|
41598xxxx4 |
aar********@f*******.com |
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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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| Winship Wealth Partners |
442 Post St, San Francisco, CA 94102 |
|
41545xxxx0 |
csl****@w************.com |
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5 |
2 |
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| Gilliard Barbara S |
254 Miller Ave, Mill Valley, CA 94941 |
|
41538xxxx0 |
bar*************@e*****************.com |
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| Anne B. Golden |
111 Pine St, San Francisco, CA 94111 |
|
41528xxxx1 |
add********@f************.com |
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| 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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| The Abrams Private Wealth Management Group - Ameriprise Financial Services |
255 Shoreline Dr Ste 400, Redwood City, CA 94065 |
|
65022xxxx9 |
abr*******************************@a***.com |
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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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| Abunda Financial |
2656 Bridgeway, Sausalito, CA 94965 |
|
41533xxxx4 |
inf*@a**************.com |
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| Blaylock Robert Van |
350 Frank H Ogawa Plz Ste 1000, Oakland, CA 94612 |
|
51020xxxx0 |
aav***@b******.com |
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| Hanke & Company Wealth Management, LLC |
177 Post St # 800, San Francisco, CA 94108 |
|
41578xxxx0 |
c18*****************************@s*****.wixpress |
4.4 |
14 |
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85 |
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| Financial Technology Partners |
601 California St, San Francisco, CA 94108 |
|
41551xxxx0 |
aar******@f*********.com |
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72 |
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74 |
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| J B Investment Company |
1220 Howard Ave, Burlingame, CA 94010 |
|
65023xxxx5 |
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| 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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| 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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| 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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| Union Square Investment Co |
360 Post St #900, San Francisco, CA 94108 |
|
41539xxxx8 |
web*****@u**************.com |
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| Allspring Global Investments |
525 Market St, San Francisco, CA 94105 |
|
86687xxxx5 |
abe***********@a**************.com |
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| Dal Investment Company |
101 Montgomery St Ste 2400, San Francisco, CA 94104 |
|
41598xxxx9 |
sup****@f****.com |
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1432 |
12 |
1379 |
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| Yousef Reality Investments |
29A Cambon Dr, San Francisco, CA 94132 |
|
41558xxxx1 |
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| Easyaum Inc |
1720 S Amphlett Blvd, San Mateo, CA 94402 |
|
65039xxxx6 |
ava******@e******.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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| Carrick Bend Advisors |
72 E 3rd Ave Ste 3, San Mateo, CA 94401 |
|
65029xxxx0 |
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| Philadelphia Financial Management |
450 Sansome St, San Francisco, CA 94111 |
|
41535xxxx9 |
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| Progress Investment Management |
33 New Montgomery St, San Francisco, CA 94105 |
|
41553xxxx0 |
dsh***@p*****************.com |
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| Edward Jones |
1001 Sneath Ln Ste 107, San Bruno, CA 94066 |
|
65095xxxx7 |
|
5 |
1 |
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| Dogpatch Wealth |
555 20th St Suite 2 & 3, San Francisco, CA 94107 |
|
41546xxxx3 |
ada*@d**************.com |
5 |
17 |
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| Elm Advisors |
1860 El Camino Real Ste 200, Burlingame, CA 94010 |
|
65069xxxx3 |
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| Arcline Investment Management LP |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41580xxxx0 |
a.w*****@p*********.com |
|
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| Farallon Capital Management LLC |
1 Maritime Plaza, San Francisco, CA 94111 |
|
41542xxxx2 |
ab@f**************.com |
5 |
2 |
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| Bretton Fund |
535 Mission St, San Francisco, CA 94105 |
|
41573xxxx0 |
deb***********@b**********.com |
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| Delrue-McGuire, Nathalie |
345 California St, San Francisco, CA 94104 |
|
65025xxxx2 |
nat********************@r**.com |
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| 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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| Cattich, Gary |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
rbc*********@r**.com |
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| Nickel, Mark R |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
joh*******@c*.rbcwealthmanagement |
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12807 |
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| Honorway Investment |
388 Market St Ste 1568, San Francisco, CA 94111 |
|
41595xxxx1 |
jsm***@p*********.cbre |
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| Burrill & Company |
1 Embarcadero Ctr Ste 2700, San Francisco, CA 94111 |
|
41559xxxx0 |
eve*******@m****.com |
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| Talkot Partners |
30 Liberty Ship Way, Sausalito, CA 94965 |
|
41533xxxx0 |
aki*@t*****.com |
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| Pearl Investment Co |
350 Gough St, San Francisco, CA 94102 |
|
41586xxxx0 |
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| King & Company Investment Management Inc |
142 Sansome St, San Francisco, CA 94104 |
|
41598xxxx8 |
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| Morgan Stanley Wealth Management |
181 2nd Ave, San Mateo, CA 94401 |
|
65034xxxx0 |
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| Raymond James Financial Services Inc |
199 Fremont St, San Francisco, CA 94105 |
|
41548xxxx1 |
aar************@r***********.com |
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17482 |
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18000 |
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| Cecchin Townsend Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
joh*******@c*.rbcwealthmanagement |
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| Violich Capital Management |
201 California St #650, San Francisco, CA 94111 |
|
41521xxxx4 |
avi*****@v*************.com |
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| Minjoo Lee, CPA |
2950 Merced Street Suite 102D San Leandro, CA 94577 |
|
41525xxxx1 |
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5 |
2 |
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| Stafford Capital Management |
275 Battery St, San Francisco, CA 94111 |
|
41536xxxx0 |
inv*******@s**************.com |
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| Oui Financial |
855 Lincoln Way, San Francisco, CA 94122 |
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gui******@o***********.com |
5 |
2 |
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| Symphony Asset Management LLC |
555 California St #3100, San Francisco, CA 94104 |
|
41567xxxx0 |
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5 |
1 |
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| Optima Investments INC |
900 N Point St Ste H108, San Francisco, CA 94109 |
|
41567xxxx0 |
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| Healthcare Financial Management Association |
845 Jackson St, San Francisco, CA 94133 |
|
70853xxxx0 |
ab@h***.org |
3.6 |
63 |
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4.9 |
71 |
|
40 |
11000 |
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| Empire Financial |
150 California St, San Francisco, CA 94111 |
|
41521xxxx2 |
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| Triple Tree |
1485 Bay Shore Blvd Ste 11, San Francisco, CA 94124 |
|
41540xxxx1 |
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| uToken Dealers |
San Francisco, CA 94105 |
|
51036xxxx8 |
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4 |
1 |
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| Morris Capital Management Inc |
2550 Scott St, San Francisco, CA 94115 |
|
41556xxxx0 |
bra*@m**********************.com |
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| Tao's Investment |
600 California St Fl 20, San Francisco, CA 94108 |
|
41556xxxx8 |
acc**********@v*********.com |
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| The Access Fund |
44 Montgomery St, San Francisco, CA 94104 |
|
41539xxxx0 |
aar**@a*********.org |
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| First Pacific Bonding |
109 Bartlett St, San Francisco, CA 94110 |
|
41590xxxx2 |
ton**@f********.com |
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| Brand Capital International |
100 Marine Pkwy Ste 175, Redwood City, CA 94065 |
|
65024xxxx3 |
con****@b*************.com |
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| Chip Factory |
365 Vermont St, San Francisco, CA 94103 |
|
41525xxxx2 |
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| Securities America |
555 California St, San Francisco, CA 94104 |
|
41557xxxx5 |
aad********@s****************.com |
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| Umpqua Bank |
50 California St, San Francisco, CA 94111 |
|
41524xxxx0 |
aam*********@u*********.com |
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50686 |
639 |
49000 |
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| Voce Capital Management |
600 Montgomery St Ste 4300, San Francisco, CA 94111 |
|
41586xxxx0 |
hel**@r**********.com |
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| ODIN88 Investment Company |
44 Montgomery St, San Francisco, CA 94104 |
|
41524xxxx0 |
ada*@o*****.com |
5 |
2 |
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| Sutter Street Investments |
1433 17th St, San Francisco, CA 94107 |
|
41522xxxx5 |
joh*@s**********************.com |
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192 |
2 |
183 |
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| Merrill Investment & Retirement Financial Center |
391 Gellert Blvd, Daly City, CA 94015 |
|
41589xxxx1 |
alv******@m*.com |
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| Partnership Capital Growth |
1 Embarcadero Ctr, San Francisco, CA 94111 |
|
41540xxxx0 |
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| Merrill Lynch Wealth Management |
315 Montgomery St, San Francisco, CA 94104 |
|
56139xxxx8 |
ale*********@m*.com |
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| Shannan Walter Wealth Advisors |
Serving theDaly City Area |
|
41578xxxx7 |
sue@s***************.com |
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| Money Manager Review |
1550 California St, San Francisco, CA 94109 |
|
41538xxxx1 |
d.w*****@m************.com |
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| The Financial Advisory Group |
299 Arguello Blvd, San Francisco, CA 94118 |
|
41575xxxx2 |
dbi*****@m**********.com |
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| Laura Afoa Insurance Services |
1777 Borel Pl Ste 511, San Mateo, CA 94402 |
|
65021xxxx6 |
dan*****@a************.com |
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226 |
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| Dagny Maidman |
111 Pine St, San Francisco, CA 94111 |
|
41583xxxx9 |
add********@f************.com |
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| Diamond Investment Properties |
2000 Sierra Point Pkwy, Brisbane, CA 94005 |
|
65073xxxx0 |
bla**@d***********.com |
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| Black Rock |
400 Howard St, San Francisco, CA 94105 |
|
41559xxxx0 |
aam*********@b********.com |
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| Celestial Investment |
San Bruno, CA 94066 |
|
65045xxxx8 |
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| Rational Investment Management |
3627 Sacramento St Suite 201, San Francisco, CA 94118 |
|
41537xxxx9 |
bri**@r*********.com |
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| Robin Yoshimura |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx3 |
add********@f************.com |
|
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|
90275 |
|
115000 |
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| Sterling Bank & Trust |
825 Irving St, San Francisco, CA 94122 |
|
41568xxxx0 |
agl****@s***********.com |
|
|
1.9 |
9 |
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| Emeritus Investment Management |
254 Miller Ave, Mill Valley, CA 94941 |
|
41538xxxx0 |
bar*************@e*****************.com |
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| Papadoyannis & Associates - Ameriprise Financial Services |
1900 Ofarrell St Ste 180, San Mateo, CA 94403 |
|
65059xxxx0 |
ani*********@a***.com |
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| Contango Capital Advisors |
456 Montgomery St Ste 2300, San Francisco, CA 94104 |
|
41567xxxx0 |
aag*****@z********.com |
|
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|
26414 |
|
25000 |
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|
| Trillium Asset Management Co |
160 Spear St #250, San Francisco, CA 94105 |
|
41592xxxx5 |
ajo*******@t*************.com |
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| Harvest Properties |
1400 Fashion Island Blvd, San Mateo, CA 94404 |
|
65052xxxx0 |
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|
| Bay Area Wealth Management Group, LLC |
12647 Alcosta Blvd Suite 370, San Ramon, CA 94583 |
|
92580xxxx4 |
dbo**@b****.com |
|
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64 |
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|
| Morgan Stanley Wealth Management |
1 Sansome St Fl 38, San Francisco, CA 94104 |
|
41598xxxx0 |
|
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|
| Ensemble Capital Management |
1350 Bayshore Hwy Ste 460, Burlingame, CA 94010 |
|
65069xxxx0 |
ari*@e**************.com |
|
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|
| Chris Hays Wealth Management |
237 Kearny St, San Francisco, CA 94108 |
|
41566xxxx9 |
con****@c**************.com |
|
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| Aspiriant Wealth Management |
50 California St #2600, San Francisco, CA 94111 |
|
41537xxxx0 |
aa@a********.com |
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128 |
14 |
149 |
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| Wellington Management |
201 Clay St, San Francisco, CA 94111 |
|
41562xxxx0 |
aab*****@w*********.com |
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| Franklin Resources, Inc |
1 Franklin Pkwy, San Mateo, CA 94403 |
|
65031xxxx0 |
a.g*****@f****************.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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| Fuller & Thaler Asset Management Inc |
411 Borel Ave Ste 300, San Mateo, CA 94402 |
|
65057xxxx4 |
afu****@f***********.com |
4 |
4 |
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| California Bank & Trust |
400 Thomas L Berkley Way, Oakland, CA 94612 |
|
51041xxxx0 |
aar**********@c***********.com |
4.3 |
4 |
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6542 |
9 |
6600 |
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| Catapult Advisors |
33 New Montgomery St, San Francisco, CA 94105 |
|
41559xxxx0 |
apa**@c***************.com |
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71 |
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| Golden Bridge Capital Management |
100 The Embarcadero, San Francisco, CA 94105 |
|
41535xxxx0 |
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| Albert J Heeg Investment Management |
2231 Harbor Bay Pkwy, Alameda, CA 94502 |
|
51086xxxx0 |
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| Edward Jones - Financial Advisor: Mark J Lavan, CFP® |
18 E Blithedale Ave Ste 15, Mill Valley, CA 94941 |
|
41538xxxx3 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| Pastore Capital Management |
San Francisco, CA 94103 |
|
41593xxxx5 |
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| 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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| John Ritchie - Financial Advisor, Ameriprise Financial Services |
44 Montgomery St Ste 3100, San Francisco, CA 94104 |
|
41528xxxx0 |
and************@a***.com |
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| The Zeka Group |
1110 Burlingame Ave, Burlingame, CA 94010 |
|
65034xxxx5 |
inf*@a************.com |
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| Joseph A. Seidler - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
rbc*********@r**.com |
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12806 |
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| The Jack Asset Management Corporation |
40 29th St, San Francisco, CA 94110 |
|
41582xxxx7 |
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| Voleon Capital Management |
2170 Dwight Way, Berkeley, CA 94704 |
|
51070xxxx0 |
a-k@v*****.com |
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| Edward Jones - Financial Advisor: Damon Liang |
2000 Van Ness Ave Ste 714, San Francisco, CA 94109 |
|
41577xxxx0 |
a.j*********@e**********.com |
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87631 |
|
100000 |
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| 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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| Tali Alon - Branch Manager, Ameriprise Financial Services |
255 Shoreline Dr Ste 400, Redwood City, CA 94065 |
|
65065xxxx5 |
dns*****@a***.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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| Mept 475 Sansome Street |
475 Sansome St, San Francisco, CA 94111 |
|
41539xxxx1 |
dat****************@h***.de |
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39287 |
174 |
41000 |
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| Steven Spiesberger - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
wms**********@r**.com |
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14743 |
|
16000 |
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| Bersot Capital Management |
1831 Tiburon Blvd, Belvedere Tiburon, CA 94920 |
|
41579xxxx5 |
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| Grand Jean Capital Management |
1 Market Plz, San Francisco, CA 94105 |
|
41551xxxx0 |
ber*@g********.com |
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| Dave Breslin |
111 Pine St, San Francisco, CA 94111 |
|
41529xxxx7 |
add********@f************.com |
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| Moore Cynthia Nowicki Certified Financial Planner |
591 Redwood Hwy Frontage Rd, Mill Valley, CA 94941 |
|
41538xxxx5 |
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| Gary Cattich - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
rbc*********@r**.com |
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| Vision Capital Investment Management |
3450 Geary Blvd, San Francisco, CA 94118 |
|
41573xxxx0 |
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| Stoffer Wealth Advisors |
345 West Portal Ave. Ste. 110, San Francisco, CA 94127 |
|
41570xxxx0 |
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| G F Xinde Investment Management |
750 Battery St, San Francisco, CA 94111 |
|
80039xxxx0 |
aa@f************.com |
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| Oster-Konigsberg Wealth Management - UBS Financial Services Inc. |
555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104 |
|
41596xxxx3 |
abc***@u**.com |
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| Poplar Point Capital Management LLC |
840 Hinckley Rd #250, Burlingame, CA 94010 |
|
65023xxxx9 |
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| Luna Xu - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
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| Fairlead Financial Advisors |
215 Reed Blvd, Mill Valley, CA 94941 |
|
41538xxxx0 |
joh*******@f**********.com |
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| Wilson Meany |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41590xxxx0 |
acu***@w**********.com |
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| American Brokerage Network |
347 Gellert Blvd Ste M, Daly City, CA 94015 |
|
65030xxxx9 |
ann*****@a******.com |
3 |
1 |
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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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| Fashion Island Owner |
1400 Fashion Island Blvd, San Mateo, CA 94404 |
|
65035xxxx7 |
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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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| Dynamic Fund Management, LLC |
655 Montgomery St Ste 540, San Francisco, CA 94111 |
|
41584xxxx3 |
ab@w**********.com |
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| Union Financial Partners |
2001 Union St Ste 270, San Francisco, CA 94123 |
|
41535xxxx0 |
a.t********@u*********.com |
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| Comerford Michael |
315 Montgomery St, San Francisco, CA 94104 |
|
41539xxxx1 |
abd**@c*******.com |
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| Community Investment Management |
600 Montgomery St, San Francisco, CA 94111 |
|
41585xxxx3 |
aar****@c******.com |
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| Terra Global Capital |
220 Montgomery St, San Francisco, CA 94104 |
|
41540xxxx1 |
adm**@t*****************.com |
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720 |
|
740 |
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| Shana Hudson - Private Wealth Advisor, Ameriprise Financial Services |
1 Sansome St Ste 3500, San Francisco, CA 94104 |
|
41594xxxx5 |
dns*****@a***.com |
|
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71 |
|
75 |
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| Fh One Inc. |
1212 Broadway, Oakland, CA 94612 |
|
51062xxxx7 |
sup****@h*********.com |
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|
3300 |
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| Bellwether Capital Management LLC |
315 Montgomery St, San Francisco, CA 94104 |
|
41596xxxx1 |
aid**@b***********.com |
|
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|
60 |
4 |
60 |
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| Ashley Evans |
1 Front St 23rd Fl, San Francisco, CA 94111 |
|
41526xxxx6 |
|
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| Bep Borel Investors |
411 Borel Ave, San Mateo, CA 94402 |
|
65028xxxx0 |
ana****@e************.com |
|
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|
| Jackson Square Partners, LLC |
1 Letterman Dr Building A, A3-200, San Francisco, CA 94129 |
|
41563xxxx0 |
bm@j*********.com |
1 |
1 |
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| Ubs |
555 California St Ste 4650, San Francisco, CA 94104 |
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41535xxxx0 |
aar*******@u**.com |
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229155 |
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242000 |
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| Rubicon Financial Partners |
1151 Harbor Bay Pkwy Ste 135, Alameda, CA 94502 |
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51052xxxx3 |
dwo**@r********.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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| 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 |
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41578xxxx0 |
aan**@r***********.com |
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72 |
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| Saxe Mortgage Company |
950 John Daly Blvd Ste 200 Daly City, CA 94015 |
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65075xxxx3 |
gen**@s***********.com |
1.7 |
3 |
3 |
4 |
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| Argonaut Financial Planning and Investment Management |
405 Oak Park Dr, San Francisco, CA 94131 |
|
41540xxxx2 |
dav**@a****************.com |
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| American Pegasus LDG |
142 Sansome St 2nd Fl, San Francisco, CA 94104 |
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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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| Evart Young & Hobbs Investment Management |
3 Lagoon Dr Ste 155, Redwood City, CA 94065 |
|
65080xxxx2 |
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| Delta Investment Management |
555 Montgomery St Ste 1501, San Francisco, CA 94111 |
|
41524xxxx7 |
gxx***********@d******.com |
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| Stanford Property & Finance |
425 Sherman Ave, Ste 330 Palo Alto, CA 94306 |
|
65049xxxx0 |
and***@s*********.com |
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3.9 |
11 |
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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 |
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100000 |
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| Monetary Management Corporation |
Serving theDaly City Area |
|
41598xxxx0 |
aar**@b******.com |
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| Pantheon Ventures Inc |
200 California St, San Francisco, CA 94111 |
|
41578xxxx9 |
ad@p**************.com |
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| Hollis Street Investors |
1480 64th St, Emeryville, CA 94608 |
|
51059xxxx0 |
abd*****@i****.com |
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164234 |
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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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| East West Investment Group |
345 California St, San Francisco, CA 94104 |
|
41544xxxx0 |
wms**********@r**.com |
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10806 |
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12069 |
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| LZD Heights Wealth Management - Alex. Brown, A Division of Raymond James |
101 California St Ste 4500, San Francisco, CA 94111 |
|
41564xxxx1 |
ale*******@a********.com |
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| Belrad Group |
3450 Sacramento St #520, San Francisco, CA 94118 |
|
41529xxxx1 |
inf*@b*****.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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| Galileo Planning Group Inc |
1300 S El Camino Real Ste 510, San Mateo, CA 94402 |
|
65032xxxx0 |
jan*@g*******************.com |
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| Skyknight Capital |
1 Letterman Dr Bldg C, San Francisco, CA 94129 |
|
41552xxxx4 |
car*****@s***************.com |
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| EP Wealth Advisors |
244 California St, San Francisco, CA 94111 |
|
41598xxxx5 |
bxx**@e*******.com |
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| Valo Group |
21 Columbus Ave, San Francisco, CA 94111 |
|
41579xxxx1 |
bb@v********.com |
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| Claims Plus Insurance Solutions |
San Francisco, CA 94131 |
|
41534xxxx7 |
mar**@c*********.biz |
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| Securities America Inc |
2440 Taraval St, San Francisco, CA 94116 |
|
41566xxxx0 |
aad********@s****************.com |
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| Peter de Castro - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
rbc*********@r**.com |
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14743 |
|
16000 |
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| Fremont Bank |
200 Townsend St, San Francisco, CA 94107 |
|
41548xxxx1 |
a@f**********.com |
4.3 |
6 |
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7265 |
335 |
7300 |
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| Talkot Capital |
611 Folsom St, San Francisco, CA 94107 |
|
41533xxxx0 |
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| Harsch Inc. |
420 Sutter St, San Francisco, CA 94108 |
|
41542xxxx1 |
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| Chris Chase |
111 Pine St, San Francisco, CA 94111 |
|
41583xxxx3 |
add********@f************.com |
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| Arch Capital Management |
180 Harbor Dr, Sausalito, CA 94965 |
|
41533xxxx5 |
adm**@a**********.com |
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| Camber Partners |
2193 Fillmore St, San Francisco, CA 94115 |
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doe**@c*****.io |
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| Sterling Bank & Trust |
115 San Francisco, CA 94127 |
|
41568xxxx3 |
agl****@s***********.com |
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3.7 |
3 |
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| Maintain A Property Maintenance Service |
2800 Van Ness Ave, San Francisco, CA 94109 |
|
41544xxxx7 |
ape***@a******.com |
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4.8 |
39 |
1881 |
285 |
1800 |
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| Flagstar Bank |
435 Pacific Ave, San Francisco, CA 94133 |
|
41534xxxx0 |
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| West Coast Financial |
1814 Franklin St, Oakland, CA 94612 |
|
51086xxxx0 |
abe****@w*****************.com |
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| Firm Directions Advisors |
236 W Portal Ave, San Francisco, CA 94127 |
|
41556xxxx9 |
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| Morgan Stanley Wealth Management |
101 California St, San Francisco, CA 94111 |
|
41569xxxx0 |
aar***********@m***********************.com |
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| Pacific Heights Asset Management LLC |
600 Montgomery St # 4100, San Francisco, CA 94111 |
|
41539xxxx3 |
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| Thomas Van Dyck - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx4 |
mic************@r**.com |
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| Monetary Management Corporation. |
530 Bush St #802, San Francisco, CA 94108 |
|
41598xxxx0 |
joh*@m*****.com |
5 |
1 |
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| Terra Global Investment Management |
1948 Green St, San Francisco, CA 94123 |
|
41521xxxx1 |
ang*****@t*****************.com |
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| Occidental Asset Management, LLC - Burlingame |
301 California Dr #9, Burlingame, CA 94010 |
|
86652xxxx5 |
cca*****@o*******.net |
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| Aquitaine Wealth Management - UBS Financial Services Inc. |
555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104 |
|
41595xxxx2 |
abc*******@u**.com |
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| Nuveen Investments |
1589 Brunswig Ln, Emeryville, CA 94608 |
|
51059xxxx9 |
aar*************@n*****.com |
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|
1816 |
|
2000 |
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| Merrill Investment & Retirement Financial Center |
7395 Mission St, Daly City, CA 94014 |
|
41589xxxx6 |
alv******@m*.com |
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| Umpqua Bank |
440 Westlake Ctr, Daly City, CA 94015 |
|
65099xxxx5 |
aam*********@u*********.com |
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4 |
1189 |
50650 |
669 |
49000 |
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| Nich Capital Partners |
2079 15th St, San Francisco, CA 94114 |
|
41586xxxx6 |
lou@n******************.com |
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| Beacon College Funding Solutions Inc |
1326 Castro St, San Francisco, CA 94114 |
|
41555xxxx0 |
inf*@b*******************.com |
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36 |
2 |
57 |
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| Kevin Chung |
111 Pine St, San Francisco, CA 94111 |
|
41526xxxx4 |
acc************@f************.com |
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| Cassou Laurence P Dean Witter Reynolds Inc |
1 Kaiser Plz, Oakland, CA 94612 |
|
51083xxxx0 |
aar***********@m***********************.com |
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| PGIM Real Estate |
4 Embarcadero Ctr, San Francisco, CA 94111 |
|
41539xxxx0 |
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| Third Rock Ventures |
455 Mission Bay Blvd S Ste 575, San Francisco, CA 94158 |
|
41576xxxx0 |
aar**@t****************.com |
|
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| Main Management |
601 California St, San Francisco, CA 94108 |
|
41521xxxx0 |
ari***@m******.com |
4 |
1 |
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| Arlington Investment Co |
1521 5th St, Berkeley, CA 94710 |
|
51065xxxx2 |
|
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| Darien Tung - Private Wealth Advisor, Ameriprise Financial Services |
255 Shoreline Dr Ste 400, Redwood City, CA 94065 |
|
65022xxxx3 |
dar**********@a***.com |
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101 |
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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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| Insurance Center Helpline |
201 Spear St Ste 1100, San Francisco, CA 94105 |
|
41599xxxx1 |
inf*@i****************.com |
4.3 |
18 |
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3112 |
20 |
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| Morgan Stanley |
216 Lorton Ave, Burlingame, CA 94010 |
|
65034xxxx0 |
aal*******@m************.com |
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112831 |
3036 |
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| Sutton Management |
101 California St Ste 1600, San Francisco, CA 94111 |
|
41586xxxx0 |
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| Alambic Investment Management |
655 Montgomery St Ste 1905, San Francisco, CA 94111 |
|
41549xxxx0 |
ari******@a********.com |
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| Stifel Nicolaus & Company Inc |
1 Montgomery St Ste 3700, San Francisco, CA 94104 |
|
41536xxxx0 |
abb****@s*****.com |
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| Washington Capital Management |
101 Mission St #1435, San Francisco, CA 94105 |
|
41554xxxx0 |
aar*************@w*****.com |
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| Mt Eden Investment Advisors |
425 California St Ste 2450, San Francisco, CA 94104 |
|
41528xxxx0 |
bha*****@m***********.com |
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| Ballast Investments |
351 California St, San Francisco, CA 94104 |
|
41562xxxx7 |
car*******@b*****************.com |
3.9 |
7 |
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| Peninsula Wealth, LLC |
350 Townsend St Ste 411, San Francisco, CA 94107 |
|
65047xxxx3 |
a@p**************.com |
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| Merrill Lynch Wealth Management |
101 S Ellsworth Ave, San Mateo, CA 94401 |
|
65057xxxx0 |
ban********************@m*.com |
3 |
2 |
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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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| 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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| ESO Fund |
635 Mariners Island Blvd Ste 204, San Mateo, CA 94404 |
|
65026xxxx0 |
and***@e******.com |
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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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| Hilltop Financial |
500 Airport Blvd, Burlingame, CA 94010 |
|
65049xxxx8 |
lxx*****@h*********************.com |
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5 |
6 |
43 |
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48 |
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| Explorador Capital |
1 Maritime Plz, San Francisco, CA 94111 |
|
41539xxxx0 |
and*@e*********.net |
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| Grigsby & Associates Inc |
311 California St Ste 320, San Francisco, CA 94104 |
|
41539xxxx3 |
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| Douglas Gapper - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx8 |
wms**********@r**.com |
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14743 |
|
16000 |
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| 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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| Kelly Larkan |
8 10th St, San Francisco, CA 94103 |
|
65051xxxx7 |
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| Westend Capital Management |
86 Graham St Ste 100, San Francisco, CA 94129 |
|
41585xxxx6 |
amo*******@w****.com |
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| Voya Investment Management |
555 Mission St, San Francisco, CA 94105 |
|
41595xxxx0 |
act@v***.com |
1 |
1 |
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| True Root Financial |
766 Sutter St, San Francisco, CA 94109 |
|
41532xxxx2 |
hel**@t****************.com |
5 |
11 |
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342 |
|
369 |
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| 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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| Neumann Capital Management |
303 Vintage Park Dr, Foster City, CA 94404 |
|
65054xxxx0 |
car*****@n*************.com |
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| Thomason Capital Management |
300 Frank H Ogawa Plz Ste A10, Oakland, CA 94612 |
|
51076xxxx0 |
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| Albright Investment Management |
1777 Borel Pl Ste 305, San Mateo, CA 94402 |
|
65057xxxx0 |
ake****@k****************.com |
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| Edward Jones - Financial Advisor: Sirinee Tippakorn, CFP®|ChFC®|AAMS™ |
1 Twin Pines Ln Ste 104, Belmont, CA 94002 |
|
65080xxxx4 |
a.j*********@e**********.com |
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|
87384 |
|
100000 |
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| Edward Jones - Financial Advisor: Travis Benjamin |
345 W Portal Ave, San Francisco, CA 94127 |
|
41566xxxx1 |
a.j*********@e**********.com |
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|
87631 |
|
100000 |
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| Mountain Lake Investment Management |
100 Shoreline Hwy Ste B390, Mill Valley, CA 94941 |
|
41532xxxx0 |
bob@m*****************.com |
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| BDO Remit |
350 Gellert Blvd, Daly City, CA 94015 |
|
65099xxxx5 |
aaa@b**.com |
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3 |
9 |
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| Investment Management Group |
299 Arguello Blvd, San Francisco, CA 94118 |
|
41575xxxx0 |
jda***@c*******.com |
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| Hamano & Associates |
1674 Post St # 2, San Francisco, CA 94115 |
|
62840xxxx4 |
|
1 |
6 |
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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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| Barney Smith |
411 Borel Ave Ste 220, San Mateo, CA 94402 |
|
65035xxxx0 |
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| Perigon Wealth Management, LLC |
201 Mission St #1825, San Francisco, CA 94105 |
|
87797xxxx5 |
abe****@p************.com |
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| VMG Partners |
39 Mesa St Ste 201, San Francisco, CA 94129 |
|
41563xxxx0 |
aar**@v**********.com |
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| Edward Jones - Financial Advisor: Doug Moss |
490 Grand Ave Ste 100, Oakland, CA 94610 |
|
51066xxxx6 |
a.j*********@e**********.com |
|
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|
87631 |
|
100000 |
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| Robertson Stephens |
455 Market St Ste 1600, San Francisco, CA 94105 |
|
41550xxxx0 |
abl**@r********.com |
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| Vitucci Integrated Planning |
303 Arlington Ave Suite B3, Berkeley, CA 94707 |
|
51052xxxx0 |
can****@v**************.com |
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103 |
|
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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| RBC Wealth Management |
2 Embarcadero Ctr Ste 600, San Francisco, CA 94111 |
|
41563xxxx0 |
rbc*********@r**.com |
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| Cerity Partners |
100 Shoreline Hwy, Mill Valley, CA 94941 |
|
41543xxxx0 |
aad***@c*************.com |
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| Country Financial |
1870 El Camino Real, Burlingame, CA 94010 |
|
65055xxxx4 |
aar********@c***************.com |
|
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|
170746 |
|
163000 |
|
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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 |
|
|
|
|
|
|
741 |
|
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| American Express |
150 Hayes St, San Francisco, CA 94102 |
|
80047xxxx8 |
aar**@a**************.com |
|
|
|
|
|
|
915728 |
|
79 |
|
|
|
|
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| Mark Nickel - RBC Wealth Management Financial Advisor |
345 California St, San Francisco, CA 94104 |
|
41544xxxx3 |
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| Roof Eidam & Maycock Associated Securities |
235 Pine St, San Francisco, CA 94104 |
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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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| Edward Jones - Financial Advisor: Meg Finones |
111 Anza Blvd Ste 115, Burlingame, CA 94010 |
|
65034xxxx1 |
a.j*********@e**********.com |
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10 |
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| Sterling Bank & Trust |
4627 Mission St San Francisco, CA 94112 |
|
41545xxxx0 |
abc***@s***********.com |
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1 |
4 |
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307 |
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| Edward Jones - Financial Advisor: Sven Geffken, CFP® |
1005 Terra Nova Blvd Ste 2A, Pacifica, CA 94044 |
|
65035xxxx5 |
a.j*********@e**********.com |
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63 |
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| No Street Capital |
505 Montgomery St #1250, San Francisco, CA 94111 |
|
41583xxxx0 |
inf*@n**************.com |
3 |
1 |
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| Edward Jones - Financial Advisor: Dominic J McKenna, AAMS™ |
887 Island Dr Ste E, Alameda, CA 94502 |
|
51074xxxx0 |
a.j*********@e**********.com |
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87631 |
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100000 |
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| AEON Investor Relation Inc. |
795 Folsom St, San Francisco, CA 94107 |
|
41574xxxx8 |
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| Morgan Stanley Wealth Management |
555 California St, San Francisco, CA 94104 |
|
41598xxxx0 |
aal*******@m************.com |
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113321 |
3094 |
131000 |
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| Centerview Partners |
555 California St, San Francisco, CA 94104 |
|
41540xxxx0 |
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| MIDEA INVESTMENT (ASIA) COMPANY LIMITED |
香港3906-10 39/F The Gateway Harbour City Twr 6 Rm |
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| John Connolly & Co |
9 Compton Cir, Mill Valley, CA 94941 |
|
41538xxxx0 |
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| Redmile Group |
1 Letterman Dr Ste D3700, San Francisco, CA 94129 |
|
41548xxxx0 |
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| East West Bank |
2533 Noriega St, San Francisco, CA 94122 |
|
41568xxxx3 |
a.j*********@e***********.com |
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6893 |
17 |
7700 |
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| Rose Investment Company |
4060 Harlan St, Emeryville, CA 94608 |
|
51028xxxx4 |
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| Abbot Downing |
420 Montgomery St 11th Fl, San Francisco, CA 94104 |
|
88864xxxx7 |
adf**********************@a***********.com |
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| Cypress Wealth Advisors |
101 California St Ste 1025, San Francisco, CA 94111 |
|
41548xxxx0 |
byo***@c************.com |
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| Carlson Financial Management |
1398 55th St, Emeryville, CA 94608 |
|
51060xxxx0 |
car******************@p****.dreamhost |
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| 401(k) & 403(b) Fiduciary Advisors, Inc. |
10 Scenic Way Apt 108, San Mateo, CA 94403 |
|
65093xxxx0 |
jer****@4*********.com |
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| Tda Investment Group Inc |
1214 Donnelly Ave, Burlingame, CA 94010 |
|
65034xxxx3 |
al@t*****.com |
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| The San Francisco Wealth Management Group - Morgan Stanley |
555 California St Floor 14 and 35, San Francisco, CA 94104 |
|
41598xxxx0 |
acm***********@m************.com |
5 |
1 |
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| Hannah & Associates |
150 Executive Park Blvd Ste 4600 San Francisco, CA 94134 |
|
70774xxxx5 |
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| Crosslink Capital |
2 Embarcadero Ctr Ste 2200, San Francisco, CA 94111 |
|
41561xxxx0 |
aba****@c***************.com |
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| Kestrel Investment Management Corp |
411 Borel Ave, San Mateo, CA 94402 |
|
65057xxxx0 |
ake****@k****************.com |
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| Laurel Realty & Investment |
294 29th Ave, San Francisco, CA 94121 |
|
41564xxxx0 |
inf*@l*************.com |
2.3 |
20 |
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77 |
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| Jackson Square Investment Management |
Jackson Street Between Battery And Kearny, San Francisco, CA 94111 |
|
41598xxxx8 |
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| Conquest Capital |
501 Humboldt Ave, Sausalito, CA 94965 |
|
41533xxxx6 |
sre*****@a******************.com |
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| Robert Graham - Financial Advisor, Ameriprise Financial Services |
1900 Ofarrell St Ste 180, San Mateo, CA 94403 |
|
65059xxxx0 |
dns*****@a***.com |
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| Progress Investment Management Company, Llc |
33 New Montgomery St Ste 1900, San Francisco, CA 94105 |
|
41551xxxx0 |
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| McMorgan & Company LLC |
33 New Montgomery St #2000, San Francisco, CA 94105 |
|
41578xxxx0 |
ade****@m*******.com |
5 |
1 |
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| EP Wealth Advisors |
177 Bovet Rd Ste 600, San Mateo, CA 94402 |
|
65071xxxx0 |
ab@e*******.com |
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| Edward Jones |
490 Grand Ave Ste 100, Oakland, CA 94610 |
|
51066xxxx6 |
a.j*********@e**********.com |
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87631 |
|
100000 |
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| Bernstein Global Wealth Management |
555 California St Ste 4400, San Francisco, CA 94104 |
|
41521xxxx0 |
aak********@b********.com |
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| 1031 Strategies & Services Group |
580 California St Ste 1632, San Francisco, CA 94104 |
|
41578xxxx1 |
bil*************@1******.com |
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| Moore Financial Advice |
572 Wisconsin St, San Francisco, CA 94107 |
|
41552xxxx0 |
adm**@m*******************.com |
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| Sterling Bank & Trust |
2501 Irving San Francisco, CA 94122 |
|
41573xxxx6 |
agl****@s***********.com |
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1.3 |
4 |
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| WP Advisors, LLC |
201 Mission St Ste 1930, San Francisco, CA 94105 |
|
41577xxxx0 |
eri*@w************.com |
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| R & A Investment Forestry |
38 Keyes Ave Ste 111, San Francisco, CA 94129 |
|
41524xxxx9 |
rin*****@i*****************.com |
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| Charles Schwab |
106 W Portal Ave, San Francisco, CA 94127 |
|
41524xxxx2 |
app*******************@s*****.com |
4.3 |
15 |
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| Pantheon Ventures LP |
1013 Rhode Island St, San Francisco, CA 94107 |
|
41524xxxx0 |
abc*******@p*******.com |
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| Long Term Solutions |
104 Tiburon Blvd, Mill Valley, CA 94941 |
|
41538xxxx5 |
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| Yamani World Holdings |
1618 Sullivan Ave Daly City, CA 94015 |
|
84440xxxx7 |
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