Business List: Investment Management Firms in Palo Alto, CA, United States

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

Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews
John P. Muhlbauer	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx8	acc**********@f**********.com
Michael Zaninovich, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx0	abl@r******.com
Andrew Gotianse - Financial Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65065xxxx5	and**********@a*.com
Mayfield Management Co.	2275 E Bayshore Rd Ste 130, Palo Alto, CA 94303	65049xxxx0	hed*@m**************.com
Palo Alto Venture Partners	300 Hamilton Ave, Palo Alto, CA 94301	65046xxxx1	nwe*****@p*.com
David Arizini	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx0	add******@f**********.com
Whelan Capital Management	261 Hamilton Ave Menlo Park, CA 94025	65083xxxx0
Dirk Gilliard	2409 Park Blvd Palo Alto, CA 94306	65056xxxx1
Menlo Asset Management	1010 El Camino Real Ste 370 Menlo Park, CA 94025	65032xxxx8	cla**@m*******.com		2	5	1
San Mateo Investment Co	4100 S El Camino Real, San Mateo, CA 94403	65034xxxx1	hel@e*******.com	3.4	772
Wealth Design	1999 S Bascom Ave, Campbell, CA 95008	40855xxxx0
TIAA Financial Services	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	aan***@t******.org	3	1					90675	541	91000
Beacon Pointe Advisors	838 Portola Rd, Portola Valley, CA 94028	65085xxxx3	aba***@b*********.com
Mg Properties Investments	4200 Bay St, Fremont, CA 94538	51044xxxx9
Oak Hill Capital Management	2775 Sand Hill Rd Menlo Park, CA 94025	65023xxxx0	abe****@o***********.com
Vivo Capital	192 Lytton Ave, Palo Alto, CA 94301	65068xxxx8	alb*@v********.com	4.3	9
J Bradley Financial	59 N Santa Cruz Ave, Los Gatos, CA 95030	40839xxxx0	con**@n****.com
Redwitz Wealth Management Group	910 E Hamilton Ave Ste 550, Campbell, CA 95008	40837xxxx0	amb@w*****.com							5579	185	5900
Abundant Financial & Insurances Services	39899 Balentine Dr Newark, CA 94560	51036xxxx4	she**@a****.com
Cefcu	44047 Osgood Rd Ste 230, Fremont, CA 94539	51065xxxx1	aal************@c**.com	4.5	12					52107		52000
The Auyeung Wealth Management Group-Morgan Stanley	20400 Silicon Valley Ctr, Cupertino, CA 95014	40886xxxx8	acc********@m**********.com
Fremont Bank	39150 Fremont Blvd, Fremont, CA 94538	51050xxxx2	a.a***@f********.com	3.3	31					7243	388	7200	3	2
Wealth By Design	14500 Big Basin Way, Saratoga, CA 95070	40874xxxx1	bar**@w*****************.com
Oval Partners	335 Bryant St 2nd Floor, Palo Alto, CA 94301	65044xxxx1	dan@o***********.com
Opes Advisors Inc	167 S San Antonio Rd, Los Altos, CA 94022	65043xxxx0	a.j***@o*********.com
PM Investment Company	800 Menlo Ave, Menlo Park, CA 94025	65085xxxx4	bru*@c******.com
Bingham Osborn & Scarborough	1900 University Ave Ste 108, East Palo Alto, CA 94303	65046xxxx6	aar*******@b******.com
Raymond James Financial Services	99 Almaden Blvd Ste 730, San Jose, CA 95113	40894xxxx1	con**@h*******.com
Instream Partners	545 Middlefield Rd Ste 150 Menlo Park, CA 94025	41521xxxx0
Vilmont Investment Properties	382 El Camino Real, San Carlos, CA 94070	65059xxxx5	deb**@v****.com	4.1	9
W-star investments, Inc	2130 Ringwood Ave, San Jose, CA 95131	40882xxxx8
The Bay Pacific Group - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx8
Race Capital	437 Lytton Ave #100, Palo Alto, CA 94301	65033xxxx0		5	5
Qex Capital Management	250 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx0
Pacific Advisory Group	435 Tasso St Palo Alto, CA 94301	65032xxxx0
Southgate Partners	467 1st St, Los Altos, CA 94022	65094xxxx3	abc*@i******.com
Olson Perry V	3000 Sand Hill Rd Atherton Lane Advises Menlo Park, CA 94025	65085xxxx0
Credit Masters	755 Brewster Ave, Redwood City, CA 94063	65036xxxx0	ali*********@c*************.com
Welch Stephen Cfp	220 State St Los Altos, CA 94022	65094xxxx1
The Social+Capital Partnership	120 Hawthorne Ave Palo Alto, CA 94301	65052xxxx7	ami@s**.com	3.5	13
TA Associates	64 Willow Pl Menlo Park, CA 94025	65032xxxx3
Alison Wealth Management	530 Lytton Ave Fl 2 Palo Alto, CA 94301	88861xxxx2	ala*******@a*********.com							240		266
Capital Group	2500 Sand Hill Rd Ste 130 Menlo Park, CA 94025	80042xxxx5	aa@c***********.com							171209		186000
Vista Investment	1801 Murchison Dr, Burlingame, CA 94010	65069xxxx0	joh*****@v************.com
Cognizant Wealth Advisors	530 Lytton Ave 2nd Floor, Palo Alto, CA 94301	65020xxxx2	art******@c************.com					5	16	329	3	327
Personal Capital Advisors Corporation	3 Lagoon Dr Ste 200, Redwood City, CA 94065	85585xxxx5	aar********@p************.com	3.5	15					412963		414000
Wade Financial Advisory Inc	2105 S Bascom Ave Ste 110, Campbell, CA 95008	40836xxxx9	ann**@w***.com							577	21	650
Clear Ventures	2209 El Camino Real, Palo Alto, CA 94306	86625xxxx4	aah@c**.ventures	4.6	11					99	3	99
Mgj Capital Management	125 Arbuelo Way Los Altos, CA 94022	65094xxxx0
The Next25 Group - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx7	acc********@m**********.com
Huaxing Investment Corp	924 Colorado Ave, Palo Alto, CA 94303	65025xxxx1
Mistry Investment Co Inc	485 N Whisman Rd Ste 300, Mountain View, CA 94043	65096xxxx2
TNL Car Title Loans	251 Oconnor Dr Ste 1, San Jose, CA 95128	40866xxxx1	3ce***********************************@w***************.com
Apollo Labs	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx6
Avalon Capital Management	495 Seaport Ct Ste 106, Redwood City, CA 94063	65030xxxx0	bil*@a**********.com
Taraval Associates	845 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx4	gfm**@t****.com
Mercer Advisors	1700 S El Camino Real, San Mateo, CA 94402	65057xxxx8	lar*@d*****.com
Liminal Capital LLC	540 University Ave, Palo Alto, CA 94301	65053xxxx0	ang********@l************.com
Parker Investment Management	69 Santiago Ave, Atherton, CA 94027	65032xxxx7	joh@p**********.com	3	2
Sares Regis Group	901 Mariners Island Blvd Ste 700, San Mateo, CA 94404	65037xxxx0	aab@s********.com							142	2	167
Lasecke Weil Wealth Advisory Group, LLC	624 University Ave, Palo Alto, CA 94301	65032xxxx0	ede**@l********.com
J.P. Morgan Private Bank	310 University Ave 3rd Fl, Palo Alto, CA 94301	65085xxxx3	acc****************@j*****.com	4	4					90608		116000
Radiant Wealth Planning	530 Lytton Ave Fl 2, Ste 2080 Palo Alto, CA 94301	94922xxxx3	ran@r******************.com
Emery and Howard	333 Lorton Ave, Burlingame, CA 94010	65057xxxx0	fra@e********.com	5	1
BayOne Real Estate Investment Corporation	1754 Technology Dr Ste 108, San Jose, CA 95110	40888xxxx0		5	1
Oval Partners	335 Bryant St, Palo Alto, CA 94301	65044xxxx1	dan@o***********.com
First Republic Investment Management	2100 El Camino Real, Palo Alto, CA 94306	65035xxxx0	dav@c************.com	3.4	5
RBC Wealth Management Branch - San Jose	99 Almaden Blvd Ste 300, San Jose, CA 95113	40829xxxx2		5	2
Concert Global Group LTD	1871 The Alameda Ste 350, San Jose, CA 95126	40899xxxx5	dom**@a*********.com							3045	29	3600
Barbara Madden - Ameriprise Financial Services	164 Main St Ste 206 Los Altos, CA 94022	65094xxxx0	bar***********@a*.com							39		40
Clidro Private Wealth Management	50 University Ave, Los Gatos, CA 95030	40834xxxx0
The Mountain View Group - Morgan Stanley	650 Castro St UNIT 105, Mountain View, CA 94041	65031xxxx0	acc********@m**********.com	5	1
Morgan Stanley	650 Castro St, Mountain View, CA 94041	65096xxxx9	acm*********@m**********.com
Morgan Stanley Wealth Management	333 W San Carlos St Ste 1100, San Jose, CA 95110	40828xxxx0	aar*********@m*********************.com
Triangle Peak Partners	505 Hamilton Ave STE 300, Palo Alto, CA 94301	65056xxxx5	col@t*****************.com
West Coast Investment Properties	2055 Grant Rd, Los Altos, CA 94024	65025xxxx0
Sumeru Equity Partners LP	2020 Pioneer Ct, San Mateo, CA 94403	65052xxxx0	aar********@s*********.com	5	1
Peninsula Land & Capital	2390 El Camino Real, Palo Alto, CA 94306	65032xxxx4	bsm*@p**********.com	3.7	3
Wells Fargo Private Bank	301 University Ave, Palo Alto, CA 94301	65075xxxx2	aar********@w*******.com	3.7	3					150742		11
Edward Jones - Financial Advisor: Evonne Carter	855 Oak Grove Ave Ste 101 Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							90575		104000
Aetos Alternatives Management	2500 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx2	aca*****@a**.com
Costanoa Ventures	160 Forest Ave, Palo Alto, CA 94301	65038xxxx0	re@c*********.com	2.5	2
Armstrong Retirement Planning	11669 Olive Spring Ct, Cupertino, CA 95014	40825xxxx7	bob@a****************.com
Wells Fargo Advisors FiNet	20 S Santa Cruz Ave, Los Gatos, CA 95030	40829xxxx0
Allstate Personal Financial Representative: Virginia Harrison	1502 Adeline Dr, Burlingame, CA 94010	41584xxxx0	a**00@a*****.com
Arbor Advisors	1950 University Ave Ste 202, East Palo Alto, CA 94303	65032xxxx0	aar@a**********.com
Best Investment Co.	1816 Tully Rd, San Jose, CA 95122	40853xxxx1
Jeff Phillips - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx3	acc********@m**********.com
Peakview Capital	540 University Ave Ste 350 Palo Alto, CA 94301	65028xxxx1	che*@p*****.capital
Richard Simpson - Financial Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Davin Lundgren - Associate Manager, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dav***********@a*.com							35		35
Dover Investment Corporation	618 Walnut St, San Carlos, CA 94070	65059xxxx4
GCA Savvian Advisors	2061 Avy Ave Menlo Park, CA 94025	65080xxxx0	abe**@g*******.com
Amino Capital	346 Emerson St, Palo Alto, CA 94301	65079xxxx0	aar@a*********.com							225	44	246
Flagstar Bank	11 El Camino Real, San Carlos, CA 94070	65026xxxx9
Artha Wealth Management Group - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx4	acc********@m**********.com
Diversifi Capital	4546 El Camino Real B10 Ste1013 Los Altos, CA 94022	65063xxxx7	adv***@d*************.com			5	33
Adams Financial Inc.	4020 Moorpark Ave Ste 101, San Jose, CA 95117	40882xxxx6
McDonald Wealth Management	51 E Campbell Ave, Campbell, CA 95008	40842xxxx8
Managed Investments Inc.	1265 Montecito Ave, Mountain View, CA 94043	65096xxxx5
First Republic Bank - Temp. CLOSED	2275 El Camino Real Palo Alto, CA 94306	65032xxxx3	aa@f************.com	4	9	4.2	24
Aetos Capital	2500 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aca*****@a**.com
Fan Asset Management	4300 Stevens Creek Blvd, San Jose, CA 95129	40874xxxx2
Franklin Templeton Investments	1 Franklin Pkwy, San Mateo, CA 94403	65057xxxx5	a.-****@f**************.com
Liminal Capital	535 Middlefield Rd, Menlo Park, CA 94025	65066xxxx6
Pruneyard Financial Group Inc	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx4	abu*@l***********.com							3070		2800
Pacific Advisors	910 E Hamilton Ave Ste 350, Campbell, CA 95008	40839xxxx0	cam***********@g*********.com	3.7	3
Hercules Technology Growth Capital Hercules Technology Growth Capital	400 Hamilton Ave Ste 310, Palo Alto, CA 94301	65028xxxx0		1	1
The Householder Group	635 Bryant St, Palo Alto, CA 94301	65032xxxx1	alu*****@h*************.com
James Park - Branch Manager, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com							168		168
Franklin Administrative Services	960 Park Pl, San Mateo, CA 94403	65031xxxx0	aar******@f**************.com
Edward Jones - Financial Advisor: Jeff Chu	411 Borel Ave Ste 505, San Mateo, CA 94402	65034xxxx0	a.j*******@e********.com							90706		105000
The Curtis Group - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx5	acc********@m**********.com
Waverley Wealth Management	2570 W El Camino Real Suite 200, Mountain View, CA 94040	65055xxxx0	inq****@w***********.com
Liu & Partners Properties	44790 S Grimmer Blvd, Fremont, CA 94538	51025xxxx8	acl****@l**********.com
Federal Arbitration	4083 Transport St Palo Alto, CA 94303	65032xxxx0	arm****@f***.com
Icon Ventures	505 Hamilton Ave Ste 310, Palo Alto, CA 94301	65046xxxx0	aka********@i*********.com	5	3					309	39	322
Harvest Management Partners	1290 Oakmead Pkwy, Sunnyvale, CA 94085	40824xxxx0	ala*@h******.com							147		144
Harmony Capitol	2055 Woodside Rd Ste 250, Redwood City, CA 94061	65036xxxx3
Menlo Park, CA Branch Office - UBS Financial Services Inc.	64 Willow Pl Ste 200, Menlo Park, CA 94025	65028xxxx0	abc*@u.com
Palo Alto Wealth Advisors	715 Colorado Ave a, Palo Alto, CA 94303	65065xxxx0	aan****@p*********************.com	5	3
The HY Group - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	acc********@m**********.com
Co Capitol Partners	1030 University Ave, Palo Alto, CA 94301	65032xxxx4	adv***@c*******.com
Yale Investment Company	438 Cambridge Ave Ste 100, Palo Alto, CA 94306	65032xxxx3
McDonald Wealth Mgmt	1500 E Hamilton Ave, Campbell, CA 95008	40842xxxx8	ale***@r****.com							115	2	116
Regis Management Company	873 Santa Cruz Ave, Menlo Park, CA 94025	65083xxxx0	aan****@r*****.com
John W Parker Investment Management	Serving thePalo Alto Area	65032xxxx7	sta@p*********.com
International Angel Investors Org	12422 Robleda Rd Los Altos, CA 94022	65094xxxx0
Edward Jones - Financial Advisor: Tevin Mercer	1625 The Alameda Ste 601, San Jose, CA 95126	40829xxxx8	a.j*******@e********.com	5	1					110786		110000	1	1
Cherene Wong - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	che*******@a*.com
Stanford Management Company (SMC)	Gunn Building, 645 Knight Way, Stanford, CA 94305		ada@s*****.edu	1	1
Davis Financial Management	1042 W Hedding St, San Jose, CA 95126	40834xxxx0	ali@d****.com
Columbia Property Trust	1900 University Ave, East Palo Alto, CA 94303	65032xxxx5	ada*******@c*****.reit
Sackett Brooks C CFP CIMA Chief Capital Management Inc.	1581 Camino Monde, San Jose, CA 95125	40897xxxx3	bro*@c*********.com
GigCapital	1731 Embarcadero Rd, Palo Alto, CA 94303	65027xxxx0	avi@g***************.com
Nelson Roberts Investment Advisors	1950 University Ave Ste 202, East Palo Alto, CA 94303	65032xxxx0	aog***@n**********.com
Point	444 High St, Palo Alto, CA 94301	88876xxxx3	aar****@p.com	4	67					2171	9	2500
Farnam Street Financial	502 Waverley St Suite 301, Palo Alto, CA 94301	65046xxxx8	abe*@f*********.net
Blue Diamond Development LLC	34972 Newark Blvd Suite 123, Newark, CA 94560	51032xxxx9
Norwest Venture Partners	525 University Ave Ste 800 Palo Alto, CA 94301	65032xxxx0				4	1
East Gate Capital Management	5050 El Camino Real, Los Altos, CA 94022	65058xxxx8		4.1	15
Carlyle Investment Management	2710 Sand Hill Rd, Menlo Park, CA 94025	65084xxxx6
Strutz-Levett Investment Holding Co	502 Waverley St, Palo Alto, CA 94301	65032xxxx0	con**@p***********.org
Global Trust Bank	700 E El Camino Real Ste 300 Mountain View, CA 94040	65096xxxx0
ATS Financial	1162 Chestnut St, Menlo Park, CA 94025	65032xxxx7	c18***************************@s***.wixpress	4.3	64
Lau Financial Services	181 2nd Ave Ste 600, San Mateo, CA 94401	65034xxxx0	inf@r*******.com							1022	8	1000
West Valley Peninsula Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							12824
Palo Alto Investors	470 University Ave, Palo Alto, CA 94301	65032xxxx2	jdo@p**********.com
Mistry Investment Co	5150 El Camino Real, Los Altos, CA 94022	65096xxxx2
Annie Szu Real Estate	19400 Stevens Creek Blvd Ste 102, Cupertino, CA 95014	40898xxxx9
Gates Pass Advisors	280 2nd St Ste 280 Los Altos, CA 94022	65079xxxx0	inf@g***************.com									49
Altos Ventures Management Inc	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx9	ala@a***.vc
Benchmark Capital Partners	2480 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65085xxxx0	aag***@b******.com
Klein Financial Group	15 Montebello Way, Los Gatos, CA 95030	40839xxxx0
Ameriprise Financial Advisors	141 1st St Los Altos, CA 94022	65094xxxx0
Think Different Financial Planning	101 Jefferson Dr Menlo Park, CA 94025	65038xxxx3	fir@t*************.com			5	14
Synergism Investors	170 State St Los Altos, CA 94022	65094xxxx2
Bay Street Capital Holdings	Palo Alto, CA 94301	65044xxxx4	axx*@b*********************.com
Saratoga Research & Investment Management	14471 Big Basin Way, Saratoga, CA 95070	40874xxxx0	ada@s*********.com
Carlson Financial Advisors	1766 Terrace Dr, Belmont, CA 94002	65050xxxx0	bi@c************.com
Morgan Stanley Wealth Management	216 Lorton Ave, Burlingame, CA 94010	65034xxxx3	int********@m**********.com
Meridian Investments Management	702 Marshall St, Redwood City, CA 94063	65055xxxx0
William A Michaelsen - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx3	acc********@m**********.com
Atherton Lane Advisers	3000 Sand Hill Rd Ste 1-270 Menlo Park, CA 94025	65023xxxx6	ab@a*********.com			2	1
George M Saliga-Private Client Advisor	531 Cowper St, Palo Alto, CA 94301	65026xxxx6	aab**@b**********.com							40893	181	41000
Social Capital	317 University Ave, Palo Alto, CA 94301	65052xxxx7	ada@s***********.com
King Asset Management	265 Lytton Ave UNIT 304, Palo Alto, CA 94301	65032xxxx6	cco***@c*.com
Galindo, Jim	99 Almaden Blvd, San Jose, CA 95113	40889xxxx7	rbc*******@r.com
Edward Jones - Financial Advisor: Jane E Khalaf	430 Sherman Ave, Palo Alto, CA 94306	65032xxxx6	a.j*******@e********.com							110786		110000
Dolan Capital Management	635 Bryant St Palo Alto, CA 94301	65032xxxx0
GGV Capital	Silicon Valley Office 3000 Sand Hill Rd, Bldg 4, Ste 230 Menlo Park, CA 94025	65047xxxx0	aal***@g*.com	4.7	3
Wealth Architects	250 Cambridge Ave Ste 201, Palo Alto, CA 94306	65032xxxx4
Osborne Partners Capital Management	545 Middlefield Rd Ste 165 Menlo Park, CA 94025	65085xxxx0	aar**@o************.com
Pacific Precious Metals	2778 Middlefield Rd Palo Alto, CA 94306	40871xxxx6	ana************@p******************.com	4.7	33	4.6	54					2400
Allstate Personal Financial Representative: Robert McGlinchy	467 Hamilton Ave Ste 11, Palo Alto, CA 94301	65032xxxx1	a**00@a*****.com
Yso Capital Management	1633 Bayshore Hwy Ste 127, Burlingame, CA 94010	65065xxxx9	car*@y*****************.com
Brandin and Associates	1477 Portola Rd, Woodside, CA 94062	65032xxxx9
Morgan Stanley Wealth Management	4, 1001 Page Mill Rd #101, Palo Alto, CA 94304	65049xxxx0
Riverwood Capital	70 Willow Rd, Menlo Park, CA 94025	65061xxxx0	ada@r**************.com	4.7	3
Broadview Wealth Advisors - Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	bro******************@a*.com
New Stage Investment Group	520 S El Camino Real Ste 320, San Mateo, CA 94402	65045xxxx2	han@n****************.com
Merrill Investment & Retirement Financial Center	530 Lytton Ave, Palo Alto, CA 94301	65079xxxx8	dom***************@b**********.com
Edward Jones - Financial Advisor: Hanneke R Finones	111 Anza Blvd Ste 115, Burlingame, CA 94010	65034xxxx1	a.j*******@e********.com							91999		107000
Lucas Venture Group	555 Bryant St #239, Palo Alto, CA 94301		abi**@w********.com
Morgan Stanley Wealth Management	411 Borel Ave, San Mateo, CA 94402	65035xxxx5	int********@m**********.com
Jing Chien - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	ani********@a*.com
Securities America Inc.	540 Ralston Ave, Belmont, CA 94002	65063xxxx1
Anna Paiva	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx5	acc**********@f**********.com
Wellspring Capital Management	2600 El Camino Real, Palo Alto, CA 94306	65085xxxx5	car@w***********.com
Sequoia Wealth Advisors & Investment Management, Inc.	99 Almaden Blvd Ste 925, San Jose, CA 95113	40827xxxx0	nn@s********.com	5	2					254	4	266
Cefcu	670 Lincoln Ave, San Jose, CA 95126	40895xxxx0	aal************@c**.com	4.3	31					52090		52000
Canid Asset Management	330 2nd St, Los Altos, CA 94022	65094xxxx3
Coeus Financial	1901 S Bascom Ave Ste 1150, Campbell, CA 95008	40842xxxx4	bpl***@c***********.com									177
C.M. Capital Corporation	525 University Ave #200, Palo Alto, CA 94301	65032xxxx0	ac@c*******.com	2	4
Ta Associates	70 Willow Rd Ste 100 Menlo Park, CA 94025	65032xxxx0
Edward Jones - Financial Advisor: Eunice H Scholten, CFP®\|AAMS™	39849 Paseo Padre Pkwy, Fremont, CA 94538	51077xxxx7	a.j*******@e********.com	5	1					90898		105000
West Valley Properties	280 2nd St Ste 230 Los Altos, CA 94022	65055xxxx4	apa*****@w*****************.com	3	2
Phases Financial Group	3000 El Camino Real Suite 3-100, Palo Alto, CA 94306	65031xxxx0	aar**********@r*********.com							17482		18000
Merrill Investment & Retirement Financial Center	3000 El Camino Real #130, Palo Alto, CA 94306	65038xxxx2	dom***************@b**********.com
Quantumwave Capital	540 University Ave, Palo Alto, CA 94301	65032xxxx0
Edward Jones - Financial Advisor: Cynthia A Wemyss	339 S San Antonio Rd Suite 1 B Los Altos, CA 94022	65094xxxx6	a.j*******@e********.com			1	1			91099		105000
Accel Partners	428 University Ave, Palo Alto, CA 94301	65061xxxx0	aar@a**.com	4.3	9
Morgan Stanley Wealth Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	a.e**@m*********************.com
Wohl Capital Management	2180 Sand Hill Road Lbby Menlo Park, CA 94025					1	1
David Farkouh - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	aar*******@a*.com	5	1					94		96
Joe Yapaola - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx8	dns***@a*.com
Red Crane Wealth Management	3000 El Camino Real, Palo Alto, CA 94306	41531xxxx2	inf@r************.com
Legacy Captial Group	459 Monterey Ave, Los Gatos, CA 95030	40839xxxx0	aj@l****.com
Thriving Asset Management	499 Middlefield Rd, Palo Alto, CA 94301	65064xxxx0	dav********@t*******.com	5	1
Mok Capital Management	4962 El Camino Real Ste 235, Los Altos, CA 94022	65031xxxx7	chr@m*******.com
Investor’s Capital Management	1100 Alma St Ste 200 Menlo Park, CA 94025	86696xxxx1	aa@f*******.com			4.8	4
BNY Wealth Menlo Park CA	3000 Sand Hill Rd #3-290, Menlo Park, CA 94025	65023xxxx0	aac**@b.com
Aspiriant Wealth Management	2570 W El Camino Real #520, Mountain View, CA 94040	65094xxxx7	aa@a********.com
Sorensen, Kris	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
BCR CONSULTING GROUP	372 Turquoise St, Milpitas, CA 95035	40875xxxx8
Adams Street Partners	2730 Sand Hill Rd, Menlo Park, CA 94025	65033xxxx0	aa@a******************.com
INVESTALENT,LLC	210 Calderon Ave Apt 125, Mountain View, CA 94041	65081xxxx4
Edward Jones - Financial Advisor: Mandy Andrei	1045 W El Camino Real Ste C Mountain View, CA 94040	65032xxxx6	a.j*******@e********.com			4.2	5			91055		105000
Personal Portfolios Inc	303 Twin Dolphin Dr, Redwood City, CA 94065	65036xxxx1	per***********************@f********************.com
Wing Venture Capital	480 Lytton Ave, Palo Alto, CA 94301	65031xxxx0	ans**@w*.vc	4.2	5					748	29	779
Eclipse	514 High St, Palo Alto, CA 94301	65072xxxx7	adm@e****.vc	5	1
Trinity Ventures	2480 Sand Hill Rd Menlo Park, CA 94025	65085xxxx0	abc@t************.com							2591	145	2600
LPL Financial- Karla Eastling CFP	1860 Embarcadero Rd Palo Alto, CA 94303	65032xxxx0	aar******@l.com			5	1
Arti Investment Properties	860 Meridian Bay Ln Unit 133, Foster City, CA 94404	65040xxxx5
FLG Partners, LLC	228 Hamilton Ave 3rd fl, Palo Alto, CA 94301	41550xxxxxxx1	acc*****@f********.com									40
Flagstar Bank	411 Borel Ave, San Mateo, CA 94402	65093xxxx0	a.j***@o*********.com
Mercatus Inc	1900 S Norfolk St, San Mateo, CA 94403	65037xxxx5
Infinium Investment Advisors	530 Lytton Ave, Palo Alto, CA 94301	65035xxxx5
Edward Jones - Financial Advisor: Judy Qiqin Zhu	39500 Stevenson Pl Ste 201, Fremont, CA 94539	51079xxxx0	a.j*******@e********.com							91054		105000
The CJ Wealth Management Group - Morgan Stanley	245 Lytton Ave Suite 200, Palo Alto, CA 94301	65068xxxx8	acc********@m**********.com
Horizon Ventures	4 Main St, Los Altos, CA 94022	65091xxxx0	ash@h********.com
Bodri Capital Management	Palo Alto, CA 94301	65032xxxx6
SDL Capital LP	1 1st St, Los Altos, CA 94022	65055xxxx5	ade*********@s********.com
Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx7	dns***@a*.com
proteus capital	530 Lytton Ave, Palo Alto, CA 94301	65075xxxx1	chr@p*******.com	5	1
Venturi & Co	345 Lorton Ave Ste 105, Burlingame, CA 94010	65034xxxx0	bri*****@v******.com
Plus Capital Global, Inc.	125 University Ave, Palo Alto, CA 94301	91760xxxx8	bmo***@p*****.com
Twin Lakes Capital Management	3 Lagoon Dr, Redwood City, CA 94065	65061xxxx3	hco*@t*************.com
Matthew Ives - Morgan Stanley	245 Lytton Ave Suite 200, Palo Alto, CA 94301	65085xxxx2	acc********@m**********.com
Century Centre II	1400 Fashion Island Blvd, San Mateo, CA 94404	65052xxxx4
Edward Jones - Financial Advisor: Jane E Khalaf	430 Sherman Ave Ste 112 Palo Alto, CA 94306	65032xxxx6	a.j*******@e********.com	5	1					91060		105000
Fidelity Investments	251 University Ave Palo Alto, CA 94309	65032xxxx1	a61**@f*****.com			2.1	41			338363		364000
Principal - Closed	2099 Gateway Pl Ste 100, San Jose, CA 95110	40853xxxx0	a.m@p******.com							380	86	370
Thrivent Financial	155 Bovet Rd, San Mateo, CA 94402	65035xxxx2	a.v@t*******.com							406526		396000
Silicon Valley Capital Management	335 Main St, Los Altos, CA 94022	41586xxxx0
Raymond James & Associates	1901 S Bascom Ave Ste 1550, Campbell, CA 95008	40837xxxx0											5	1
Next Legacy Partners	180 Lytton Ave, Palo Alto, CA 94301		doe**@n*******.com
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40888xxxx9	ale**********@a*.com							105		106
Mayfield Advisors	550 N California Ave Palo Alto, CA 94301	65085xxxx0
A K J Asset Management	1180 Harker Ave, Palo Alto, CA 94301	65032xxxx0
Parakletos Adventures	175 Nortech Pkwy, San Jose, CA 95134	40894xxxx0	con**@p*******.com
Citi Personal Wealth Management	395 W El Camino Real, Sunnyvale, CA 94087	40873xxxx5	arc***************@c*.com	3.8	147					142850	2238	11
Ticonderoga Capital	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx3	bob@t*****.com
Mayfield Investment Co Inc	1023 Corporation Way, Palo Alto, CA 94303	65049xxxx0	hed*@m**************.com
Encinal Investers	1600 El Camino Real, Menlo Park, CA 94025	65032xxxx6	bcu**@p********.com
David Mogannam-Financial Advisor	39533 Paseo Padre Pkwy, Fremont, CA 94538	51029xxxx8	aab**@b**********.com							40893	181	41000
Thomas C Klein and Company	Los Altos, CA 94022	65094xxxx5
KLM Capital Management Inc	10 Almaden Blvd, San Jose, CA 95113	40897xxxx8	alf***@k*******.com
McCarthy Asset Management Inc	3 Lagoon Dr, Ste 155, Redwood City, CA 94065	65026xxxx7	ant**@m**********.com							96	9	84
TD Ameritrade	423 E Hamilton Ave, Campbell, CA 95008	40891xxxx0	aam*********@t*********.com							646186	222	657000
Ivory Capital	7 Veronica Pl, Portola Valley, CA 94028	65053xxxx6
DAG Ventures	251 Lytton Ave Ste 200 Palo Alto, CA 94301	65054xxxx0	deb**@d********.com
Pamela Matthews - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com
Sutter Hill Ventures	755 Page Mill Rd Ste A200, Palo Alto, CA 94304	65049xxxx0	abb@s*.com	4.5	6
Bob Marshalla Asset Management	95 Main St Los Altos, CA 94022	65094xxxx2
Asa Limited	400 S El Camino Real Ste 710, San Mateo, CA 94402	65037xxxx5	ale**********@a***.com
TRADES HUB 247	Boyce Ave #94301, Palo Alto, CA 94301	71491xxxx2	hel@u**********.com									1400
Bedrock Capital Management	5050 El Camino Real Los Altos, CA 94022	65096xxxx4	eri@b************.com
Whelan Capital Management	261 Hamilton Ave # 200, Palo Alto, CA 94301	65083xxxx0
Stephen Lacy - KW Commercial	225 Valencia St San Francisco, CA 94103	41592xxxx0				5	1
August Capital	2480 Sand Hill Rd Menlo Park, CA 94025	65023xxxx0	aa@a********.com			1	1
Menlo Equities	490 California Ave Fl 4, Palo Alto, CA 94306	65032xxxx0	a**@m**********.com
Menalto Advisors,	2550 Hanover St, Palo Alto, CA 94304	65045xxxx5	b.k@m**************.com
Oak Investments Partners	525 University Ave Ste 1300, Palo Alto, CA 94301	65061xxxx0	ban*@o***.com
Edward Jones	69 Washington St, Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com							90710		105000
Breakwater Capital Management	300 Hamilton Ave, Palo Alto, CA 94301	65091xxxx0
Canaan Management Inc	2765 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx2	aca***@c***.com	5	1
Samsara Biocapital	628 Middlefield Rd, Palo Alto, CA 94301	65028xxxx0	chr****@s*******.com
Trust Deed Investing Mountain View	Mountain View, CA 94043	65088xxxx6
Tom Cochran-Bancwest Investment Services Wealth Financial Advisor	3081 Mckee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com							40892	181	41000
Jeanette Garretty, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx9	abl@r******.com							999	8	1000
Shanda Asset Management	2735 Sand Hill Rd Menlo Park, CA 94025	65065xxxx0	bes****@s***.com
Frost Capital Management	941 E Charleston Rd, Palo Alto, CA 94303	65080xxxx9	kat***@h******.com
Gelormini Financial Advisory	4966 El Camino Real Los Altos, CA 94022	65096xxxx3
Highcrest Management Group	4 Main St, Los Altos, CA 94022	65020xxxx0	arc******@h***********.com
Sullivan & Serwitz Investment	779 Altos Oaks Dr, Los Altos, CA 94024	65094xxxx1	aba*@c***********.com	3	2
Edward Jones - Financial Advisor: Linh B Thai	855 Oak Grove Ave Ste 101, Menlo Park, CA 94025	65032xxxx3
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	15108xxxxx2	adm@t*************.com			4.8	8
Mark Beach	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx1	add******@f**********.com
Heritage Financial North	433 Airport Blvd. Suite 228, Burlingame, CA 94010	65057xxxx5	aud*************@a*.com							44		49
Prologis	3353 Gateway Blvd, Fremont, CA 94538	51065xxxx0	aab*@p*****.com	3.5	4
Pillar Wealth Management	Palo Alto, CA 94301	83363xxxx8	chr@p*****.com
Vale Capital	770 Menlo Ave Ste 201, Menlo Park, CA 94025	65060xxxx0	inf@v*****.net									17
Wealth Architects	800 W El Camino Real Ste 201 Mountain View, CA 94040	65032xxxx4	ada@w**************.com		22	5	1
Merrill Lynch Wealth Management	50 W San Fernando St 16th Fl, San Jose, CA 95113	40828xxxx0	ale********@m.com	5	1
Chris Merrifield	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx9	acc**********@f**********.com
Hurley Wealth Management Group	1601 Bayshore Hwy, Burlingame, CA 94010	65051xxxx2	re@h***********.com
World Innovation Lab	102 University Ave Ste 1A Palo Alto, CA 94301		aki***@w**.com
Seattle Investment Consultant	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx8
Doyle & Boissiere	330 Primrose Rd Ste 212, Burlingame, CA 94010	65068xxxx0
Fremont Bank	5829 Jarvis Ave Ste B, Newark, CA 94560	51094xxxx1	aar*******@f********.com	3	2					7243	388	7200
Morgan Stanley	16000 Los Gatos Blvd, Los Gatos, CA 95032	65049xxxx1	aal*****@m**********.com							136581	3154	136000
Pac Link Management	1400 Page Mill Rd, Palo Alto, CA 94304	65085xxxx6	inf@d************.org
City National Bank	245 Lytton Ave, Palo Alto, CA 94301	65081xxxx0	aba*****@n*****.cnb	5	1					5480	173	6000
The CJ Wealth Management Group-Morgan Stanley	245 Lytton Ave, Palo Alto, CA 94301	65068xxxx8	acc********@m**********.com
Hewins Financial Advisors	400 S El Camino Real Ste 800, San Mateo, CA 94402	65062xxxx0	aai*@y********.com
Michael Kato	2100 El Camino Real 2nd Fl, Palo Alto, CA 94306	65028xxxx7	acc**********@f**********.com
Goalpath Financial Planning	5050 El Camino Real Ste 203, Los Altos, CA 94022	65096xxxx7	bra@v*******.com
Morgan / Chapman Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12824
Legacy Partners Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx8	abc*****@u.com
ASB Real Estate Investments	744 Cowper St, Palo Alto, CA 94301	65061xxxx1	aro****@a**********.com
Matthew Castillo	1712 Meridian Ave, San Jose, CA 95125	40866xxxx0
ZNZ Capital Private Ltd	4260 Albany Dr, San Jose, CA 95129	70747xxxx6		5	1
Connective Capital Management, LLC	385 Homer Ave, Palo Alto, CA 94301		all@c*******.com
Cypress Capital Group	Palo Alto, CA 94301	65042xxxx3	ala*******@c************.com			5	3			177		176
Edward Jones	856 W El Camino Real Mountain View, CA 94040	65096xxxx0	a.j*******@e********.com			5	1			90035		103000
Castaneda, Philip T	99 Almaden Blvd, San Jose, CA 95113	40894xxxx0	phi***********@r.com
WhiteSpace Financial, LLC	228 Hamilton Ave # 300, Palo Alto, CA 94301	65077xxxx8	ang@o**********.com	5	1
Pruneyard Financial Group Inc	51 E Campbell Ave, Campbell, CA 95008	40837xxxx4	hel@r********.com	3	2
Glass And Associates	12280 Saratoga Sunnyvale Rd, Saratoga, CA 95070	40825xxxx9	adu**@p*************.com							2073	19	2000
SAS Financial Advisors	10 Iris St, Palomar Park, CA 94062	41577xxxx0
Ajani Investments	1200 Seaport Blvd Redwood City, CA 94063	65029xxxx3
Young And Associates	1999 S Bascom Ave Ste 910, Campbell, CA 95008	40862xxxx0	aag**@k.com							201430		268000
General Atlantic Partners	228 Hamilton Ave Fl 2 Palo Alto, CA 94301	65025xxxx0
Summit Financial Advisors	109 Baldwin Ave, San Mateo, CA 94401	65035xxxx2	aar@s***********.com
Azure Capital Partners	713 Santa Cruz Ave, Menlo Park, CA 94025	65066xxxx4	ada*******@a*****.com
VC Travel - Venture Capital Travel, Investors & Advisors	555 Bryant St Unit 195, Palo Alto, CA 94301	21273xxxx8	ali@g***.com
Parsons Financial Adivsors	721 Purissima St, Half Moon Bay, CA 94019	65071xxxx0	inf@p***************.com	5	2
Glaze Capital	4962 El Camino Real Ste 225, Los Altos, CA 94022	65093xxxx0
Deutsche Bank AG	2650 Birch St, Palo Alto, CA 94306	65075xxxx3
Wales Investment Inc	2055 Junction Ave Ste 100, San Jose, CA 95131	40894xxxx6
Edward Jones	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4	a.j*******@e********.com							110408		110000	5	5
Svb Capital	2400 Hanover St, Palo Alto, CA 94304	65049xxxx7	aa@s**.com
Summitry	919 E Hillsdale Blvd Ste 150, Foster City, CA 94404	65021xxxx0	hel@s*****.com	5	4					153	7	160
Pwjohnson Wealth Management	1153 Bordeaux Dr, Sunnyvale, CA 94089	40874xxxx2	aus***@p******.com
Cynthia Lemus	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx3	acc**********@f**********.com
Edward Jones - Financial Advisor: Lucy McGuire	14375 Saratoga Ave Ste 105, Saratoga, CA 95070	40856xxxx5	a.j*******@e********.com	5	3					110145		110000
Raymond James Financial	770 Menlo Ave Ste 208, Menlo Park, CA 94025	65056xxxx1
Jyk Investment Consulting Corp	39812 Mission Blvd, Fremont, CA 94539	51027xxxx8
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	c.n***@a*.com
Bcp Capital Management	1810 Gateway Dr Ste 260, San Mateo, CA 94404	65031xxxx0	aai*@y********.com
Regis Management Co	873 Santa Cruz Ave Ste 206, Menlo Park, CA 94025	65083xxxx0	aan****@r*****.com	5	1					3277	29	3400
Curran and Lewis Investment Management Inc	830 Menlo Ave Ste 210, Menlo Park, CA 94025	65046xxxx0
Beck Investment Management	530 Lytton Ave Flr 2 Palo Alto, CA 94301	65032xxxx0	bec*********@c***********.com
NF Wealth Management - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	amb**************@a*.com							63	4	61
Peakview Capital	525 Middlefield Rd Suite 230, Menlo Park, CA 94025	65032xxxx0	ale****@h*****.com
Deborah Abel Cfp	9 Vasilakos Ct, Menlo Park, CA 94025	65032xxxx3	aar******@s**************.com
Founders Equity Partners	5 Palo Alto Square, Palo Alto, CA 94306	41536xxxx8	bob@f******.com
271 State Street	170 State St, Los Altos, CA 94022	65094xxxx9	inf@s***************.com							676	1082	801
Pariveda Investment Manage	5050 El Camino Real, Los Altos, CA 94022	65058xxxx2	bmu**@p*****.com
Umpqua Bank	289 S San Antonio Rd, Los Altos, CA 94022	65055xxxx5	aam*******@u*******.com							50259	717	48000
Eric Stryker - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com
Lightspeed Venture Partners	2200 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	bej@l*********.com							5168	170	5400
Robert Cleland & Todd Armer	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx8	ant*****@a*.com							132496		134000
Guideline Investments LLC	500A 2nd Ave, San Mateo, CA 94401	41580xxxx8	aa@g********.com	4.5	258					741		807
Tiemann Investment Advisors	750 Menlo Ave STE 300, Menlo Park, CA 94025	65056xxxx0	inf@t*****.net
Morgan Stanley	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acc********@m**********.com	4.7	3
Tai Ning Trading & Investment Co Inc	2209 El Camino Real, Palo Alto, CA 94306	65032xxxx8
Steven Eggers - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx7	acc********@m**********.com
Sears Capital Management Inc	300 3rd St Ste 6, Los Altos, CA 94022	65094xxxx7
College Planning ABC	3031 Tisch Way # 110, San Jose, CA 95128	40891xxxx8	car@c***************.com	5	31					1211	34	1200
Edward Jones - Financial Advisor: David M Amann	702 Marshall St Ste 515 Redwood City, CA 94063	65036xxxx8	a.j*******@e********.com			5	3			91819	15	107000
Ottoman Ventures	535 Cowper St #2nd, Palo Alto, CA 94301	65027xxxx0	joh****@o************.com
Arno Ventures	25 Olmsted Rd Stanford, CA 94305	51045xxxx4
Pacific Edge Inv Mgmt	800 W El Camino Real, Mountain View, CA 94040	65094xxxx5
Franklin Templeton Group	777 Mariners Island Blvd, San Mateo, CA 94404	65031xxxx0	a.-****@f**************.com
Arti Investment Properties	2975 Bowers Ave, Santa Clara, CA 95051	40884xxxx1
LPL Financial	525 W Remington Dr Ste 124, Sunnyvale, CA 94087	40873xxxx8	a.j*****@l.com							20170	239	21000
Accel	500 University Ave, Palo Alto, CA 94301	65061xxxx0	aar@a**.com	4.5	8
Johnson Lyman Wealth Advisor	4966 El Camino Real, Los Altos, CA 94022	65049xxxx3	bec*@j*****.com
Joe Guttadauro - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Tayan Partners Fund LP	1135 Trinity Dr, Menlo Park, CA 94025	65085xxxx1
Woodside Capital Partners	2650 Birch St #100, Palo Alto, CA 94306		adm@c*****.vc	3.7	3
Red Rock Ventures	530 Lytton Ave Ste 2 Palo Alto, CA 94301	65032xxxx1	b.b@r**************.com
Miller Martin	1355 San Carlos Ave Ste A, San Carlos, CA 94070	65023xxxx1	bec@m************.com	5	11
Ryan Lee - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	agu*********@a*.com
Carlsbad Capital Investment	1259 El Camino Real # 266, Menlo Park, CA 94025	65032xxxx5
Sierra Pacific Financial Advisors	39899 Balentine Dr, Newark, CA 94560	51043xxxx8	ama@s********.com							84		88
Essex Woodlands Health Venture	335 Bryant St Ste 3, Palo Alto, CA 94301	65054xxxx5								895937		18
Liberty Group	419 N Shoreline Blvd Mountain View, CA 94043	65056xxxx0
Gibraltar Investment Corporation	Los Altos, CA 94022	65094xxxx0
Sequoia Capital	3000 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx7	a@s*********.com
EquityBee	955 Alma St Suite A, Palo Alto, CA 94301	65084xxxx9	abi**@e******.com
Woodside Capital Partners	2471 E Bayshore Rd Ste 512, Palo Alto, CA 94303	65039xxxx4	akh***********@w********.com
A Life Well Spent	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx7	joh@a************.net
Vanguard Venture Partners	525 University Ave, Palo Alto, CA 94301	65032xxxx0
EY	550 High St, Palo Alto, CA 94301		abd*********@e.com	4	2					556837		571000
SV Palo Alto Group - Morgan Stanley	245 Lytton Ave Suite 200, Palo Alto, CA 94301	65032xxxx0	acc********@m**********.com
Nancy Versoza \| The Queen Of Infinite Banking	4623 Novato St, Union City, CA 94587	51078xxxx8	aar***@a***.com
DCVC	270 University Ave, Palo Alto, CA 94301		ace@d***.com					4.8	15	1126	12	1100
S P Asset Management	20380 Town Center Ln, Cupertino, CA 95014	40825xxxx1	off*@s**************.net
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx7	aar*******@a*.com							96		101
Tone Tran-Private Client Advisor	50 W San Fernando St, San Jose, CA 95113	40830xxxx9	aab**@b**********.com							40892	181	41000
Fan Asset Management	2700 Augustine Dr, Santa Clara, CA 95054	40874xxxx2	aai*@y********.com
Westridge Wealth Strategies	158 Goya Rd, Portola Valley, CA 94028	65023xxxx2	rob@w**************.com
Cogent Assets Corp	2250 W Center St, Palo Alto, CA 94303	65080xxxx6
Bellatore Financial Inc	1550 The Alameda Ste 209, San Jose, CA 95126	40861xxxx7	bro@b******.com
Flagstar Bank	2499 Whipple Rd, Hayward, CA 94544	51072xxxx3	aar*******@t***.com
Morris Jeffrey A Group Inc	2500 Sand Hill Rd Ste 240, Menlo Park, CA 94025	65085xxxx3	inf@l*************.org
Honu Wealth Management	1307 S Mary Ave, Sunnyvale, CA 94087	40821xxxx0	g.w*****@h*******.com
Sage Rhino Capital LLC	525 Middlefield Rd # 119, Menlo Park, CA 94025	65035xxxx0
Brett W. Berry	2550 Sand Hill Rd Ste 100, Menlo Park, CA 94025	65023xxxx8	add******@f**********.com							93968		125000
The NMA Group - Morgan Stanley	2775 Sand Hill Rd Suite 120, Menlo Park, CA 94025	65049xxxx1	acc********@m**********.com
Morgan Stanley	245 Lytton Ave Ste 200 Palo Alto, CA 94301	65032xxxx0	acm*********@m**********.com			1	1
Global Bancorp	700 E El Camino Real Mountain View, CA 94040	65081xxxx0	ali****@b**************.com
Gibraltar Investment Corp	4546 El Camino Real, Los Altos, CA 94022	65094xxxx0	ef@g*******.com
Altamont Capital Partners	400 Hamilton Ave STE 230, Palo Alto, CA 94301	65026xxxx0	aba***@b***********.com	5	1
Investor Center	1665 Charleston Rd Mountain View, CA 94043
Nightingale Financial Advisory	2600 El Camino Real, Palo Alto, CA 94306	65084xxxx0	aba***@r**********.com							3919	35	3900
KDC Properties & Investment	386 Greenoaks Dr, Atherton, CA 94027	65032xxxx2
Buckingham Asset Management	2445 Faber Pl, Palo Alto, CA 94303	40836xxxx0	ada*@b**************.com							538	3	629
Kollreal	2000 Wyatt Dr, Santa Clara, CA 95054	40858xxxx0	aab*@k*.com
Amidzad	353 University Ave, Palo Alto, CA 94301	65032xxxx7	akb@m*********.com							36380		35000
Robertson Stephens - Burlingame	1350 Bayshore Hwy Ste 210, Burlingame, CA 94010	65034xxxx0	abl@r******.com							996	8	1000
Norris Fiduciary Services	Scotts Valley, CA 95066	40829xxxx0	nan@n************.net			5	1
Billy Guan, Real Estate and Financial Professional	Walnut Creek, CA 94596	53034xxxx4	ali**@r******.com			5	4
Schwartz Frank M Regstrd Investmt Advsr	640 Menlo Ave Menlo Park, CA 94025	65032xxxx6
Voila Investment Corporation	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx8	dav@e*********.com							5		5
Allstate Personal Financial Representative: Joyce Cave	617 Veterans Blvd Ste 215, Redwood City, CA 94063	65075xxxx1	a**00@a*****.com
Rick DuPont	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx0	add******@f**********.com
McKinley Capital Investment	3700 Beacon Ave Apt 430, Fremont, CA 94538	70471xxxx4
Crest Equity	The Brauer Building, 630 University Ave, Palo Alto, CA 94301	65099xxxx6	ger*@c********.com
Edward Jones - Financial Advisor: Erin Sinclair	1201 Howard Ave, Burlingame, CA 94010	65034xxxx0	a.j*******@e********.com							110786		110000	5	2
Ester Ng - Financial Advisor, Ameriprise Financial Services	164 Main St Ste 206, Los Altos, CA 94022	65094xxxx0	dns***@a*.com							16		17
Eaerendil	445 S San Antonio Rd, Los Altos, CA 94022	65094xxxx1
Waddell & Reed	1810 Gateway Dr Ste 340, San Mateo, CA 94404	65034xxxx4	aam*@w****.com
Rembrandt Venture Partners	2200 Sand Hill Rd Ste 160, Menlo Park, CA 94025	65032xxxx0	adm@r********.com
Edward Jones - Financial Advisor: Andrew S Castro	1100 Alma St Ste 201, Menlo Park, CA 94025	65061xxxx2	a.j*******@e********.com							90979		105000
Dag Ventures	251 Lytton Ave, Palo Alto, CA 94301	65054xxxx0	deb**@d********.com
University Circle	1900 University Ave Ste 106, East Palo Alto, CA 94303	65032xxxx2	jar*@l******.com
Edward Jones - Financial Advisor: Rhonda W Wentzel	1100 Alma St Ste 201 Menlo Park, CA 94025	65032xxxx1	a.j*******@e********.com			5	1			84482
Jaic America	525 University Ave Ste 210, Palo Alto, CA 94301	65061xxxx1
Edward Jones - Financial Advisor: Stephen C Kagan	1100 Alma St Ste 201, Menlo Park, CA 94025	65032xxxx1
Securities America	1262 E Hamilton Ave, Campbell, CA 95008	40837xxxx1	aad******@s**************.com	5	1					3155	33	3800
Buckingham Strategic Wealth	2409 Park Blvd, Palo Alto, CA 94306	65056xxxx1	adm@b**************.com							558	6	652
Semple Capital & Risk Management, LLC	130 Iris Way Palo Alto, CA 94303	65049xxxx5
TD Ameritrade	1950 University Ave, East Palo Alto, CA 94303	80066xxxx0	api@t***********.com							646209	222	657000
J & S Management	702 Marshall St, Redwood City, CA 94063	65036xxxx0
Steven Isaacson - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Samantha Quintanilla - Keller Williams Peninsula Estates	1430 Howard Ave, Burlingame, CA 94010	65097xxxx9	acc*********@k.com	5	4	5	18			199106
Matrix Insurance Agency	4655 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx6	cha@m*****.com
David T. Lee - BancWest Investment Services Wealth Financial Advisor	531 Cowper St, Palo Alto, CA 94301	65026xxxx6	aab**@b**********.com	5	1					40911	188	41000
Henry Plata - Private Wealth Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx8	dns***@a*.com	5	1
Edward Jones	1281 Fifth Ave Suite B, Belmont, CA 94002	65080xxxx4	a.j*******@e********.com							85136
Fisher Lynch Capital	2882 Sand Hill Rd, Menlo Park, CA 94025	65028xxxx5
Hercules Capital, Inc.	400 Hamilton Ave STE 310, Palo Alto, CA 94301	65028xxxx0	aay*@h*.com	1	1
Kk Wealth Advisors	4300 El Camino Real Los Altos, CA 94022	65094xxxx0	e7e***********************************@w***************.com
Johnson Lyman Wealth Advisors	2600 El Camino Real, Palo Alto, CA 94306	65049xxxx3	aka*@j*****.com
Saybrook Capital	303 Twin Dolphin Dr, Redwood City, CA 94065	65063xxxx2	say***@w*********.com
Nautilus Venture Partners	575 High St #330, Palo Alto, CA 94301		a.s****@c.com							1173	238	1200
Blue Oak Capital	2600 El Camino Real Ste 415, Palo Alto, CA 94306	65025xxxx5	lor@b****.net
691 Milpitas Investors	691 S Milpitas Blvd, Milpitas, CA 95035	40895xxxx5
My Truong - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	66930xxxx8	dns***@a*.com
Beck Investment Management	530 Lytton Ave, Palo Alto, CA 94301	65032xxxx0	les******@b*******.com
Carbon Venture Partners	125 University Ave Ste 88, Palo Alto, CA 94301	65066xxxx3
Catherine Dooling	650 Live Oak Ave, Menlo Park, CA 94025	65043xxxx3
Edward Jones	298 S Sunnyvale Ave Ste 103, Sunnyvale, CA 94086	40873xxxx2
Cambridge Capital Advisors	2730 Sand Hill Rd Menlo Park, CA 94025	65085xxxx0
McKinley Financial Group	555 Twin Dolphin Dr Ste 170, Redwood City, CA 94065	65055xxxx0											5	1
Santikul, Clifton	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	wms********@r.com							14640		16000
Vantage Wealth Management	1 Waters Park Dr STE 98, San Mateo, CA 94403	65063xxxx0	dav*******@v**************.com
168 Realty	1797 Shamrock Ave, Santa Clara, CA 95051	40876xxxx4	rea*******@g**.com
Gunn Financial	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx2	a.j*******@e********.com
Enterprise Trust & Investment	15425 Los Gatos Blvd Ste 150, Los Gatos, CA 95032	40835xxxx1	ent*****@e*************.com	5	1
The Fulton Group - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65085xxxx6	acc********@m**********.com
Third Point	2180 Sand Hill Rd Ste 400, Menlo Park, CA 94025	65039xxxx5
Morgan Stanley Wealth Management	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx8
Pravada Capital	355 Ambar Way Menlo Par, CA 94025	65064xxxx7
Atlantic Financial	32134 Alvarado Blvd, Union City, CA 94587	51042xxxx0	and*@a**************.com							114417		109000
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	aar**********@a*.com							222	4	222
King Paul	2105 S Bascom Ave Ste 148, Campbell, CA 95008	40887xxxx9
Whelan & Gratney Capital Management	611 Santa Cruz Ave Ste C Menlo Park, CA 94025	65083xxxx0
Sierra Ventures	2884 Sand Hill Rd Ste 100, Menlo Park, CA 94025	65085xxxx0	aar@s***********.com
Aapex Property Management	3526 Investment Blvd Suite 212, Hayward, CA 94545	51029xxxx0	aap**********@g**.com	4	95					125	12
P R Taylor Associates	535 Cowper St Palo Alto, CA 94301	65032xxxx0
UBS Financial Services Inc.	775 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	acc*************@u.com
Family Wealth Consulting Group	1740 Technology Dr Ste 260, San Jose, CA 95110	40845xxxx0	a@f***.net
Mwy Fund Service	555 Twin Dolphin Dr, Redwood City, CA 94065	65048xxxx1
Investors Property Services	5 Newell Ct East Palo Alto, CA 94303	65056xxxx7
Winchester Development Group Co Borelli	1245 S Winchester Blvd, San Jose, CA 95128	40826xxxx9
Jon Goldstein	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx0	acc**********@f**********.com
Cornerstone Capital	200 Homer Ave Palo Alto, CA 94301	65056xxxx0		5	1
Umpqua Bank	225 W Santa Clara St Ste 150, San Jose, CA 95113	40875xxxx0	aam*******@u*******.com	3.4	15					50375	721	48000
Circarta Group Inc	2209 S Bascom Ave, Campbell, CA 95008	40887xxxx1
Commercenet	169 University Ave, Palo Alto, CA 94301	65028xxxx0	ah@c*******.net
First Republic Bank - Temp. CLOSED	401 San Antonio Rd Ste 68 Mountain View, CA 94040	65038xxxx8	aa@f************.com			5	7
Securities America Inc	2000 Broadway St, Redwood City, CA 94063	65036xxxx3	aar******@s**************.com
Oh We Fancy	1901 Harrison St Ste 1100 Oakland, CA 94612	80077xxxx3	sal@s****.com							4843
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	and********@a*.com	5	2
Dalton Realty	510 Waverley St, Palo Alto, CA 94301	65032xxxx1	ang@d*******.com
Makena Capital Management	2755 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65092xxxx0	aaq**@m******.com
Morgan Stanley Wealth Management	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx1	acm*********@m**********.com
Cambria Group	2055 Woodside Rd Ste 195, Redwood City, CA 94061	65032xxxx0	ahe**@c*********.com
Charles Schwab	800 El Camino Real Ste 100 Menlo Park, CA 94025	65061xxxx0	jan***@s***.com			2.9	13			646178	222	657000
Andrew Le, CFP - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx8	abc*****@u.com
Wilbur Properties	790 High St, Palo Alto, CA 94301	65084xxxx0	a@w***************.com	4.7	151					385	57	393
LK Wealth & Asset Management	320 Family Farm Rd, Woodside, CA 94062	65043xxxx1	adv*********@h**************.com	5	3							512
Edward Jones - Financial Advisor: Travis Benjamin, CFP®	1001 Laurel St Ste D, San Carlos, CA 94070	65063xxxx4	a.j*******@e********.com							110145		110000
Bain Capital Ventures	524 Hamilton Ave 2nd floor, Palo Alto, CA 94301	65079xxxx0	aag***@b********.com	3.4	5
Morgan Stanley	2775 Sand Hill Rd, Menlo Park, CA 94025	76077xxxx8	aal*****@m**********.com	3.2	6					136581	3154	136000
Twin Point Capital	335 Bryant St, Palo Alto, CA 94301		am@t***********.com	1	4
Bo Shan	650 Live Oak Ave, Menlo Park, CA 94025	65043xxxx3
El Dorado Ventures	2440 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65085xxxx0
Horn Investment Co	409 Primrose Rd, Burlingame, CA 94010	65034xxxx0
Accel-KKR	2180 Sand Hill Rd # 300, Menlo Park, CA 94025	65028xxxx0	abd******@a******.com	5	1
Lai Hing Ester Ng - Ameriprise Financial Services	164 Main St Ste 206 Los Altos, CA 94022	65094xxxx0	dns***@a*.com							16		17
Morgan Stanley	225 W Santa Clara St, San Jose, CA 95113	65023xxxx4	aal*****@m**********.com							136582	3153	136000
Ingram & Associates Inc.	665 Belden Ct, Los Altos, CA 94022	65091xxxx8	con**@i*******************.com
Dag Ventures LLC	251 Lytton Ave, Palo Alto, CA 94301	65054xxxx0	deb**@d********.com
Tomtex Investments Corp	30761 Dyer St, Union City, CA 94587	51044xxxx8
SDL Ventures/SDL Capital	4984 El Camino Real Ste 230 Los Altos, CA 94022	65055xxxx5	fki***@s********.com
Triple Point Capital Partners	2420 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0	j.s**@t*.com
Littlefield Janet	3000 Sand Hill Rd Atherton Lane Advisers Menlo Park, CA 94025	65023xxxx0
Vannini Capital Management	203 Redwood Shores Pkwy, Redwood City, CA 94065	65061xxxx0
Mitsui & Co. Global Investment, Inc (MGI)	535 Middlefield Rd #100, Menlo Park, CA 94025	65023xxxx0	ad@c**.com
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	aar**********@a*.com	4.5	2					229	4	229
Highland Capital Partners	537 Hamilton Ave, Palo Alto, CA 94301	65068xxxx0	aso@h.com
Venrock	3340 Hillview Ave Palo Alto, CA 94304	65056xxxx0	abe@v******.com
GW & Wade, LLC	540 Cowper St, Palo Alto, CA 94301	65061xxxx8
Rockpoint Capital	419 S San Antonio Rd, Los Altos, CA 94022	65055xxxx0
Gosho Financial Group	951 Mariners Island Blvd Ste 385, San Mateo, CA 94404	65037xxxx3	inf@g********.com
Personal Portfolios Inc.	Serving thePalo Alto Area	65036xxxx1
Sami Najafi Shaeghi-Wealth Financial Advisor	50 W San Fernando St, San Jose, CA 95113	40849xxxx8	aab**@b**********.com							98327	1730	98000
Ameriprise Financial Advisors	425 Sherman Ave Ste 100 Palo Alto, CA 94306	65032xxxx6
Securities America Inc	160 W Santa Clara St, San Jose, CA 95113	40879xxxx4	aad******@s**************.com							3081	28	3700
Bay Ventures Group	101 California St, San Francisco, CA 94111	41590xxxx9
Joshua Lelchook - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	ani*******@a*.com
Brighton Jones	530 Lytton Ave Fl 2 Palo Alto, CA 94301	65061xxxx0	aar*********@b**********.com							622		711
Matrix Partners	260 Homer Ave Ste 201, Palo Alto, CA 94301	65079xxxx0	ako****@b.com	5	1
Goldie Dan Finanical Services	750 Menlo Ave Ste 200, Menlo Park, CA 94025	65056xxxx1
Lasecke Weil Wealth Advisory Group	624 University Ave Palo Alto, CA 94301	65032xxxx0				2	1
Classic Portfolio Management	138 Yale Rd, Menlo Park, CA 94025	65032xxxx0
Evercore	2494 Sand Hill Rd, Menlo Park, CA 94025	65056xxxx0
Flagstar Bank	19330 Stevens Creek Blvd, Cupertino, CA 95014	40883xxxx0
NewCap Partners Inc.	2716 Wemberly Dr, Belmont, CA 94002	65063xxxx7	bua@n***.com
Ruby Lin - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3	blu******@r.com							16286		16000
Michael B Mulvihill Cfp	4030 Moorpark Ave, San Jose, CA 95117	40824xxxx1	dom**@a*********.com	3	2					3045	29	3600
Edward Jones - Financial Advisor: Daniel J Zachary, CFP®\|ChFC®\|AAMS™	39500 Stevenson Pl Ste 201, Fremont, CA 94539	51079xxxx0	a.j*******@e********.com	5	1					91054		105000
The Silicon Valley Group - Morgan Stanley	2775 Sand Hill Rd Suite 120, Menlo Park, CA 94025	65092xxxx7
Gold Quest Investment	333 W Maude Ave Ste 103, Sunnyvale, CA 94085	40873xxxx8
Edelman Financial Engines	3945 Freedom Cir Ste 950, Santa Clara, CA 95054	88875xxxx2	aar@e*************.com	4.7	3					18884	23	20000
Goldsmith & Szabo	167 S San Antonio Rd Ste 16 Los Altos, CA 94022	65094xxxx0
H & Q Asia Pacific	400 Hamilton Ave Ste 250, Palo Alto, CA 94301	65083xxxx8	ahu*@h*.com							32		32
Moore Financial Services, Inc.	39275 State St, Fremont, CA 94538	51049xxxx0	che*@m***********.com	4	8
Cho-Young Kugies	2820 Benson Way, Belmont, CA 94002	65059xxxx2
Eckmann, Lois	3075A Hansen Way, Palo Alto, CA 94304	65047xxxx6	ale********@m.com
Edward Jones	16190 Los Gatos Blvd Suite 102, Los Gatos, CA 95032	40835xxxx8	a.j*******@e********.com							91054		105000
Nexit Ventures	12930 Saratoga Ave Ste B9, Saratoga, CA 95070	40872xxxx5	ant********@n**********.com
Capricorn Management	250 University Ave #400, Palo Alto, CA 94301	65033xxxx0	a@c***********.com
Petersen Cathleen EA	14583 Big Basin Way Ste 6, Saratoga, CA 95070	40874xxxx2	adm@c*************.com	5	2
Playground Global	380 Portage Ave, Palo Alto, CA 94306	65042xxxx0	ada@p********.global	4.8	75
Daniel Lee	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx7	add******@f**********.com
Fulton Wealth Management Group-Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65085xxxx6	acc********@m**********.com
Rivermark Wealth Management	800 W El Camino Real Ste 180 Mountain View, CA 94040	40837xxxx7	inf@f******.com	5	6	5	1			254	21	290
Lyell Wealth Management, LP	3000 Sand Hill Rd Building 1, Suite 135, Menlo Park, CA 94025	65035xxxx2	inf@l*********.com
Umpqua Bank Home Lending	225 W Santa Clara St Ste 150, San Jose, CA 95113	40883xxxx5	aar*******@u*******.com							50381	721	48000
Yintai Investment Company	2001 Gateway Pl, San Jose, CA 95110	40856xxxx3
Thompson Hutton	800 El Camino Real, Menlo Park, CA 94025	65061xxxx2	god**@t***********.com							2		2
Natalia Koritskaya - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	dan**********@a*.com							428	22	444
Eric Han - Financial Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx9	dns***@a*.com	5	1
Embarcadero Capital Partners	99 Almaden Blvd, San Jose, CA 95113	40897xxxx4
Borelli Investment Co	1275 S Winchester Blvd, San Jose, CA 95128	40855xxxx6
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	aar**********@a*.com							229	4	229
Constellation Wealth Advisors	3000 Sand Hill Rd Ste 2-160, Menlo Park, CA 94025	65041xxxx9	dav@c************.com
Crescendo Venture	600 Hansen Way, Palo Alto, CA 94304	65047xxxx0	bpl*@c**************.com
Edward Jones	2778 Middlefield Rd, Palo Alto, CA 94306	65032xxxx6	a.j*******@e********.com							90897		105000	5	1
Meisebach Capital Management	100 Hamilton Ave Palo Alto, CA 94301	65056xxxx3
U.S. Venture Partners	2735 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0	aad*@u*.com							1433	24	1400
Morgan Stanley Wealth Management	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx4	acm*********@m**********.com
Sensiba	5960 Inglewood Dr Ste 201 Pleasanton, CA 94588	92527xxxx0	aar@s***.com			1.6	8			466	51	479
ICCP Venture Partners - Venture Capitalist Firm	535 Middlefield Rd Ste 280 Menlo Park, CA 94025	65032xxxx0	con**@i****************.com
James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Redwood Grove capital	Palo Alto, CA 94301		ir@r**********.com
Dean Jackson	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx6	add******@f**********.com
Merrill Lynch Wealth Management	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx1	ale********@m.com	3.5	2
Opes Wealth Management	535 Middlefield Rd Ste 160 Menlo Park, CA 94025	40883xxxx0	ewh**@o*******.com
Peninsula Land and Capital	2390 El Camino Real Ste 210 Palo Alto, CA 94306	65032xxxx4	bsm*@p**********.com
Edward Jones - Financial Advisor: Aileen A Low	4966 El Camino Real, Ste 125 Los Altos, CA 94022	65056xxxx1	a.j*******@e********.com							91098		105000
Charles Schwab	240 3rd St Ste 100 Los Altos, CA 94022	65091xxxx3	ask****@s***.com			3.6	10			645561	219	656000
Pirates Payment Processing Solution	Pittsburg, CA 94565	51035xxxx1
VIP-Vilmont Investment Properties	1601 El Camino Real, Belmont, CA 94002	65059xxxx5	deb**@v****.com										5	3
Fintan Partners	303 Twin Dolphin Dr, Redwood City, CA 94065	65068xxxx0
Bradley Noval - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	bno*@a*.com
Momentor Ventures	Palo Alto, CA 94301		mom*********@w********.com
Bain Capital Ventures	524 Hamilton Ave, Palo Alto, CA 94301	65079xxxx0	a.j*****@b********.com	3.4	5
Battery Ventures	901 Mariners Island Blvd, San Mateo, CA 94404	65037xxxx0
Marcus & Millichap	2626 Hanover St Palo Alto, CA 94304	65039xxxx1		4.2	5
Don Woo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	don**@r.com
Morgan Stanley Wealth Management	2725 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aal*****@m**********.com							135925	3135	135000
Brighton Jones	1300 El Camino Real Suite 100, Menlo Park, CA 94025	65061xxxx0	aar*********@b**********.com	5	2					618		702
OMERS Ventures	537 Hamilton Ave, Palo Alto, CA 94301	65035xxxx8	aan*****@o**********.com
Wealthfront	261 Hamilton Ave, Palo Alto, CA 94301	84449xxxx7	a.-*****@w********.com	3.5	26					59957		61000
Giordano Wealth Management Group	644 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx4	all**@t****.com							6306	48	6300
Summit Partners	499 Hamilton Ave Palo Alto, CA 94301	65032xxxx6	aa@s*************.com
Nightingale Financial Advisory	1900 S Norfolk St, San Mateo, CA 94403	65084xxxx0
Daulat	30920 Huntwood Ave Ste 203 Hayward, CA 94544	34787xxxx5	ric@d*****.com							2567		529
Pravada Capital	Portola Valley, CA 94028	65064xxxx7
Thomas & Atkinson Capital Mgmt	1040 Noel Dr, Menlo Park, CA 94025	65092xxxx5
Nikko Systems Solutions Ltd	1875 S Grant St, San Mateo, CA 94402	65034xxxx0	abh*********@k*.com
Flagstar Bank	124 De Anza Blvd, San Mateo, CA 94402	41576xxxx3	tea@s*******.com
Bailard Inc	950 Tower Ln Ste 1900, Foster City, CA 94404	65065xxxx0	acr****@b****.com
Global Financial Manage Inc	2471 Autumnvale Dr, San Jose, CA 95131	40858xxxx0	aai*@y********.com
Securities American	101 Metro Dr, San Jose, CA 95110	40845xxxx0	aar******@s**************.com							2996	28	3600
Entrepreneurs Fund Management Service	1927 Bridgepointe Pkwy, San Mateo, CA 94404	65038xxxx0								624		617
MYeCFO	171 Main St Ste 230 Los Altos, CA 94022	65023xxxx9	adv***@m***.com			2	1
Honosutomo, Lucie	99 Almaden Blvd, San Jose, CA 95113	40881xxxx1	rbc*******@r.com							14640		16000
The Angels Forum Management Company	PO Box 1605, Los Altos, CA 94023	65085xxxx0	car@h*****.com
Ce Equity	845 Oak Grove Ave Menlo Park, CA 94025	65032xxxx3
Alan D Biller & Assoc Inc	535 Middlefield Rd Ste 230, Menlo Park, CA 94025	65032xxxx3	ala@a********.com	5	2
Merrill Lynch Wealth Management	333 Middlefield Rd, Menlo Park, CA 94025	65047xxxx8	aas**********@m.com
Venture Growth Associates	2479 E Bayshore Rd Palo Alto, CA 94303	65085xxxx0
Whelan Capital Management	702 Marshall St, Redwood City, CA 94063	65036xxxx0	gwh**@w*.com
The Brauner Company	255 Shoreline Dr Ste 150, Redwood City, CA 94065	65057xxxx0	fri@b***********.com
Edward Jones - Financial Advisor: Jim Knipple	69 Washington St, Santa Clara, CA 95050	40898xxxx9
TA Associates	70 Willow Rd, Menlo Park, CA 94025	65032xxxx0	aab********@t.com
Mission Hill Investments Inc	212 Clarence Way, Fremont, CA 94539	51062xxxx4
Edward Jones - Financial Advisor: Christopher D Anderson	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
Beck Investment Management	345 Hamilton Ave, Palo Alto, CA 94301	65032xxxx0
Umpqua Bank	1450 Chapin Ave Ste 1, Burlingame, CA 94010	65034xxxx3	ago****@w***********.org							2646	950	2600
Skyline Asset Management	121 W Washington Ave, Sunnyvale, CA 94086	40874xxxx7
Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®\|ChFC®\|AAMS™	165 University Ave, Palo Alto, CA 94301	65032xxxx3	a.j*******@e********.com							90871		105000
Kilinamjaro Capital	1047 El Camino Real, Menlo Park, CA 94025	65025xxxx0
Liberty Asset Management	544 San Antonio Rd Mountain View, CA 94040	65055xxxx1
Sterling Stamos Capital Management LP	2498 Sand Hill Rd, Menlo Park, CA 94025	21228xxxx0	ale@s***********.com
Fabian Hagnere Ventures	Redwood City, CA 94063	65029xxxx7				5	1
Milpitas Boulevard Ventures	691 S Milpitas Blvd, Milpitas, CA 95035	40895xxxx5
Boston Common Asset Management	702 Marshall St, Redwood City, CA 94063	65029xxxx9
3P Equity Partners	3031 Tisch Way Ste 130, San Jose, CA 95128	40898xxxx0	inf@3******.com										5	1
Fox Paine & Company	3500 Alameda De Las Pulgas Ste 150, Menlo Park, CA 94025	65023xxxx5	amb*@f*****.com
Palo Alto Venture Partners	300 Hamilton Ave 4th floor, Palo Alto, CA 94301	65046xxxx1	abi**@w********.com
Curran & Lewis Investment MNT	555 Twin Dolphin Dr, Redwood City, CA 94065	65062xxxx2	fer***@c***********.com
Integrated Asset Management	3000 Sand Hill Rd Ste 4-100, Menlo Park, CA 94025	65023xxxx0
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	ama*******@a*.com							200	2	201
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	45
Andrew Andrikopoulos - Financial Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65065xxxx5	and***************@a*.com
Whitney Investment Co.	801 Brewster Ave, Redwood City, CA 94063	65036xxxx0
Bettencourt Real Estate Services	1251 Park Ave, San Jose, CA 95126	40827xxxx0	abh***@m********.com	4.2	5					4730	115	4700
Section Partners	525 University Ave Suite 24, Palo Alto, CA 94301	65076xxxx2	all@s*************.com
Tahoe Asset Management	19925 Stevens Creek Blvd, Cupertino, CA 95014	40865xxxx7
Protected Investors Of America	39111 Paseo Padre Pkwy, Fremont, CA 94538	51074xxxx4	afa**@p***************.com
The Blue Jade Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3	blu******@r.com							13911		15000
Croft Christopher D	513 Jackson Dr Palo Alto, CA 94303	65032xxxx0
Dfj	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	a-d**********@d.com
Zuk & Associates	535 Middlefield Rd, Menlo Park, CA 94025	65032xxxx5	aga*@z*********.com
Infinity Investment Consulting	4127 Bay St Ste 3, Fremont, CA 94538	51044xxxx0
Cornerstone Capital, Inc	200 Homer Ave, Palo Alto, CA 94301	65056xxxx0		5	1
Grealish Investment Counseling	1710 S Amphlett Blvd, San Mateo, CA 94402	65095xxxx8	ken@g********.com
Hilary Hendershott Wealth Management	1922 The Alameda, San Jose, CA 95126	40876xxxx5
Danny Rozansky, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx0	abl@r******.com							999	8	1000
Platinum Retirement Solutions	1101 S Winchester Blvd Ste A109, San Jose, CA 95128	40824xxxx7	inf@p*************************.com									2
Us Trust	1000 El Camino Real Ste 100, Menlo Park, CA 94025	65046xxxx0
David Enemark - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	acc********@m**********.com
Mish International Monetary	1154 University Dr Menlo Park, CA 94025	65032xxxx0	joh*****@m**************.com	4.1	29	4.6	40
Edv Management	702 Oak Grove Ave, Menlo Park, CA 94025	65085xxxx0
Brian Araki	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx3	acc**********@f**********.com
Pariveda Investment Management	5050 El Camino Real Ste 102 Los Altos, CA 94022	65058xxxx1	ach**********@p*****.com
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	agu*********@a*.com							438		568
Merrill Lynch Wealth Management	5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129	40855xxxx0	aas**********@m.com							209		277
Currenex	1700 Seaport Blvd Ste 240, Redwood City, CA 94063	65036xxxx7	aca**@c*****.com
Osborne Partners Capital Management	525 Middlefield Rd, Menlo Park, CA 94025	65085xxxx0	aar**@o************.com
REI Invest Inc.	1161 Ringwood Ct Ste 130, San Jose, CA 95131	40843xxxx6											1	1
Castaneda-Sargenti-Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com							13859		15000
Crescent Park Management. L.P.	1950 University Ave, East Palo Alto, CA 94303	65028xxxx2	abd@c*****.com
Gibraltar Investment Corp	250 Del Medio Ave, Mountain View, CA 94040	65094xxxx2
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dch*@a*.com	5	1					40		43
Merrill Lynch Financial Advisor Thomas A Ransohoff	3075A Hansen Way, Palo Alto, CA 94304	65047xxxx5	ali************@m.com
Kaspick & Company	203 Redwood Shores Pkwy Ste 300, Redwood City, CA 94065	65058xxxx0
Cefcu	3980 Rivermark Plz, Santa Clara, CA 95054	40854xxxx0	aal************@c**.com	4	4					52093		52000
Hone Capital	530 Lytton Ave #305, Palo Alto, CA 94301	65025xxxx0		1	1
El Camino Investment	2051 El Camino Real, Palo Alto, CA 94306	65032xxxx2
Albert Hsia - Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alb********@a*.com
Gene Gordon	1001 Page Mill Rd Morgan Stanley Palo Alto, CA 94304	80023xxxx5	bet*****@m************.com
Edward Jones - Financial Advisor: Zubair A Hakimi, AAMS™	43360 Mission Blvd Ste 210, Fremont, CA 94539	51065xxxx6	a.j*******@e********.com							90981	5	105000
Morgan Stanley Wealth Management	1001 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	a.c****@p******.com							113779	3110	133000
Allegro Investment Inc	525 Middlefield Rd # 220, Menlo Park, CA 94025	65032xxxx0	inf@a***************.com
Ardenbrook Inc	4725 Thornton Ave, Fremont, CA 94536	51079xxxx0	bci****@a*******.com	2.7	3
Eaerendil	885 N San Antonio Rd, Los Altos, CA 94022	65094xxxx4
Lehrer Management Co.	20400 Stevens Creek Blvd, Cupertino, CA 95014	40899xxxx9	adi@c****.com							816		963
Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	deb*************@a*.com							87		93
Fremont Bank	160 W Santa Clara St Ste 100, San Jose, CA 95113	40866xxxx1	a.a***@f********.com	3	23					7244	387	7200
Greta Tseng - BQ Realty	3080 Olcott St Ste D232 Santa Clara, CA 95054	51076xxxx5	138******@1.com
Steve Bono	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx5	acc**********@f**********.com
Parkworth Wealth Management, Inc.	2225 W Bayshore Rd #200, Palo Alto, CA 94303	40843xxxx0	adv*@p******.com
Edward Jones - Financial Advisor: Russell T Case, CFP®\|AAMS™\|CRPC™\|CRPS™	987 University Ave Ste 11, Los Gatos, CA 95032	40835xxxx8	a.j*******@e********.com							91054		105000
Blue Run Ventures	545 Middlefield Rd, Menlo Park, CA 94025	65046xxxx0	ako****@b.com	5	2
Prialta Advisors	1737 N 1st St, San Jose, CA 95112	40843xxxx0	bba**@p******.com
Tiemann Investment Advisors	750 Menlo Ave, Menlo Park, CA 94025	65056xxxx0	inf@t*****.net
J B Investment Company	1220 Howard Ave, Burlingame, CA 94010	65023xxxx5
Luma Partners	125 University Ave, Palo Alto, CA 94301	65046xxxx0	aas******@l*********.com							509	34	509
Tray3	150 Alta Vista Dr, Atherton, CA 94027	65023xxxx2	aai*@y********.com
Elgan Investments	883 N Shoreline Blvd Mountain View, CA 94043	40872xxxx9	baf***************************@s***.wixpress
Rebalance	530 Lytton Ave # 200, Palo Alto, CA 94301	65039xxxx0	ath***@r*********.com	1	1			5	9			1100
Capital Asset Management Co	2555 Park Blvd, Palo Alto, CA 94306	41526xxxx8
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	51
Carrick Bend Advisors	72 E 3rd Ave Ste 3, San Mateo, CA 94401	65029xxxx0
C.M. Capital Foundation	525 University Ave Ste 200, Palo Alto, CA 94301	65032xxxx0	ac@c*******.com	2	4
Elm Advisors	1860 El Camino Real Ste 200, Burlingame, CA 94010	65069xxxx3
Investors Capitol Management	1100 Alma St Ste 200, Menlo Park, CA 94025	86696xxxx1	bri*@f*****.com
Sigma Partners	1600 El Camino Real, Menlo Park, CA 94025	92590xxxx2	am@s************.com
Usvp Management Co	1460 El Camino Real, Menlo Park, CA 94025	65023xxxx6	aad*@u*.com
S.I.M. Investment Corporation	65 W Hamilton Ave Ste 4, Campbell, CA 95008	40842xxxx0
BlackRock Financial Management	820 Ramona St, Palo Alto, CA 94301	65028xxxx1	aam*******@b******.com
Frank A Branson Inc	435 Middlefield Rd, Palo Alto, CA 94301	65032xxxx0
Parkhurst, Justin	99 Almaden Blvd, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
GSV Asset Management	2925 Woodside Rd, Woodside, CA 94062	65023xxxx7	cat****@g**.com
The Blue Chord Group - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	acc********@m**********.com	1	1
Vasona Financial Group	16615 Lark Ave Ste 200, Los Gatos, CA 95032	40835xxxx0
Morgan Stanley Wealth Management	181 2nd Ave, San Mateo, CA 94401	65034xxxx0
Sears Capital Management	300 3rd St Ste 6 Los Altos, CA 94022	65094xxxx7
Minjoo Lee, CPA	2950 Merced Street Suite 102D San Leandro, CA 94577	41525xxxx1				5	2
Bedrock Capital Management Inc	4300 El Camino Real, Los Altos, CA 94022	65020xxxx4	aah*@a*.com
Algo Depth	2191 Louis Rd, Palo Alto, CA 94303	40193xxxx8	adr*@a******.com
Edward Jones - Financial Advisor: Evonne Carter	855 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							110785		110000
S4 Capital	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0		3.5	2
Bordeaux Wealth Advisors	1550 El Camino Real Ste 100, Menlo Park, CA 94025	65028xxxx5	inf@b**************.com	5	5
Real Estate Investment & Management	6267 Lido Ct, Newark, CA 94560	51079xxxx5
Doll Capital Management	2420 Sand Hill Rd Ste 200 Menlo Park, CA 94025	65047xxxx0	agn@d.com	5	2			5	13	909	39	975
Stasiak Ronald	51 E Campbell Ave, Campbell, CA 95008	40837xxxx0	ame****************@a*.com
Tnp Capital Management Inc	894 Shirley Ave, Sunnyvale, CA 94086	40873xxxx5
Zuk Financial Group	535 Middlefield Rd #140, Menlo Park, CA 94025	65032xxxx5
Edward Jones - Financial Advisor: Robert W Diaz	1309 S Mary Ave Ste 204, Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com							110145		110000
Edward Jones - Financial Advisor: Todd Bergstrom, CFP®\|AAMS™	21710 Stevens Creek Blvd Ste 135, Cupertino, CA 95014	40897xxxx9	a.j*******@e********.com							90710		105000
Cognizant Wealth Advisors	530 Lytton Ave Fl 2 , Ste 224 Palo Alto, CA 94301	65020xxxx2	art******@c************.com			5	1			325	3	323
Hillspire Inc.	1010 Alma St, Menlo Park, CA 94025	65032xxxx4		2.7	3
Nelson Capital Management	1860 Embarcadero Rd Palo Alto, CA 94303	65049xxxx0	adr***@n**********.com
Morgan Stanley Wealth Management	2775 Sand Hill Rd, Menlo Park, CA 94025	65092xxxx7	acm*********@m**********.com
Opus: Advice First - Ameriprise Financial Services	2479 E Bayshore Rd Ste 235 Palo Alto, CA 94303	65047xxxx0	and*********@a*.com			1.5	2			221	10	231
Southwest Expressway Investors	1540 Southwest Expy, San Jose, CA 95126	40829xxxx9		5	1
Valerie Nguyen-Private Client Advisor	50 W San Fernando St, San Jose, CA 95113	40831xxxx1	aab**@b**********.com							40892	181	41000
Tallwood Venture Capital	3000 Sand Hill Rd Bldg 3, Ste 240 Menlo Park, CA 94025	65047xxxx0	dad@t********.com
Brand Capital International	100 Marine Pkwy Ste 175, Redwood City, CA 94065	65024xxxx3	con**@b***********.com	5	2
Silicon Valley Acorn - Morgan Stanley	2775 Sand Hill Rd Suite 120, Menlo Park, CA 94025	65035xxxx6
Todd Ferreira - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	amb**************@a*.com							63	4	61
The Palo Alto Group - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	80036xxxx7	acc********@m**********.com	5	1
InvestSkills	Palo Alto, CA 94301	65053xxxx6				5	3
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services	920 Saratoga Ave Ste 105C, San Jose, CA 95129	40849xxxx9	dns***@a*.com							51		51
Erik Cormier - Financial Advisor, Ameriprise Financial Services	522 Ramona St, Palo Alto, CA 94301	86028xxxx2	dns***@a*.com							325		332
Creekside Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx1	abc*****@u.com
Menlo Oaks Capital Group	885 Oak Grove Ave Ste 208, Menlo Park, CA 94025	65039xxxx2
Alice Simpson - Ameriprise Financial Advisor	425 Sherman Ave Ste 100 Palo Alto, CA 94306	65032xxxx6
Flagstar Bank	2875 El Camino Real, Palo Alto, CA 94306	65031xxxx0
James Shea, CFP® - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	61955xxxx5	abc*****@u.com
Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™	12297 Saratoga Sunnyvale Rd Ste 200, Saratoga, CA 95070	40887xxxx1	a.j*******@e********.com	1	1					90977		105000
Bennicas & Associates	2995 Woodside Rd Ste 250, Woodside, CA 94062	65085xxxx1	pat**************@b***************.com
SoftBank Vision Fund	300 El Camino Real, Menlo Park, CA 94025	65056xxxx0	dpo*******@t**********.com	4.3	15
Storm Ventures	3000 Sand Hill Rd Bldg 4, Ste 210 Menlo Park, CA 94025	65092xxxx0	ale@s***********.com					5	17			1500
Laura Afoa Insurance Services	1777 Borel Pl Ste 511, San Mateo, CA 94402	65021xxxx6	dan***@a**********.com									228
Velocity Financial Group	2105 Woodside Rd Redwood City, CA 94062	65021xxxx8
Morgan Stanley Wealth Management	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acm*********@m**********.com	4.7	3
Holloway Investment Co.	483 Seaport Ct, Redwood City, CA 94063	65036xxxx1	lau*@h**************.com
Into Wealth Inc	2077 Gold St, Alviso, CA 95002	40826xxxx8
Birkbeck Capital	154 Cottonwood Ct Mountain View, CA 94043	65041xxxx8
Raymond James	644 Emerson St Ste 12, Palo Alto, CA 94301	65056xxxx1	aar**********@r*********.com							17365		18000
Salt Creek Capital Management	2055 Woodside Rd Ste 250 Woodside, CA 94061	65038xxxx0	ath***@s*********.com	1	1
Nelson Capital	545 Middlefield Rd, Menlo Park, CA 94025	65032xxxx0
Holbrook Global Strategies	635 Bryant St, Palo Alto, CA 94301	65039xxxx8
L & A	30 Union Ave, Campbell, CA 95008	40837xxxx1	ame****************@a*.com							132496		134000
Silicon Valley Wealth Management Group	560 S Winchester Blvd Ste 500, San Jose, CA 95128	40870xxxx4											4	2
Palo Alto, CA Private Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	88877xxxx9
Capital Planning Partners	1 Almaden Blvd Ste 610, San Jose, CA 95113	40899xxxx3	inf@d************.com
Papadoyannis & Associates - Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	ani*******@a*.com							438		561
Pace, Carlton, CFP	99 Almaden Blvd, San Jose, CA 95113	40894xxxx2	car*******@r.com
Creekstone Capital Management	671 Oak Grove Ave, Menlo Park, CA 94025	65056xxxx5
Topaz Investment Advisors	Redwood City, CA 94061	65068xxxx6	gke**@t********.com
Cerity Partners	203 Redwood Shores Pkwy, Redwood City, CA 94065	65046xxxx6	aa@c*************.com
Pac Rim Venture Partners	535 Middlefield Rd # 280, Palo Alto, CA 94301	65033xxxx0	kei@p***********.com
Harvest Properties	1400 Fashion Island Blvd, San Mateo, CA 94404	65052xxxx0	afi***@h**************.net
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	c.n***@a*.com	5	3					169		168
Securities America Sure Tax Consultants	1530 Meridian Ave, San Jose, CA 95125	40897xxxx0	aad******@s**************.com							3081	28	3700
Ensemble Capital Management	1350 Bayshore Hwy Ste 460, Burlingame, CA 94010	65069xxxx0	ari@e*************.com
Athena Advisors	285 Hamilton Ave Ste 250 Palo Alto, CA 94301	65085xxxx1
Blanco Technology International	Los Altos, CA 94024	65096xxxx2				2	4
Future Legacy Management	21631 Stevens Creek Blvd, Cupertino, CA 95014	40844xxxx7	gs@f***********.com
Wells Fargo Private Bank	225 W Santa Clara St Ste 1400, San Jose, CA 95113	40894xxxx0	aar********@w*******.com	4.3	3					150743		11
Edward Jones - Financial Advisor: Aaron Chung	4966 El Camino Real Ste 125 Los Altos, CA 94022	65056xxxx1	a.j*******@e********.com							91055		105000
Franklin Resources, Inc	1 Franklin Pkwy, San Mateo, CA 94403	65031xxxx0	a.g***@f**************.com
Carty Matt	3075 Hansen Way # B, Palo Alto, CA 94304	65084xxxx0
First Republic Bank	2550 Sand Hill Rd Ste 100 Menlo Park, CA 94025	65023xxxx0	aa@f************.com	4	4	4	4
Peter Jung - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	40855xxxx3	dns***@a*.com
Umpqua Bank	2033 Gateway Pl, San Jose, CA 95110	40896xxxx5	aam*******@u*******.com							50259	717	48000
Stephanie Atalla - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com	5	1					16		20
John W Parker Investment Management	Palo Alto, CA 94301	65032xxxx7				1	1
Mark Summers - Morgan Stanley	245 Lytton Ave Suite 200, Palo Alto, CA 94301	65085xxxx1	acc********@m**********.com
Labrador Ventures	101 University Ave, Palo Alto, CA 94301	65036xxxx0	adm*************@r*****.dotearth
Montage Group of Silicon Valley - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	acc********@m**********.com
UBS Financial Services Inc	775 Page Mill Rd Palo Alto, CA 94304	65049xxxx0	aar*****@u.com			2.3	8			229873		242000
Centana Growth Partners	540 Cowper St #200, Palo Alto, CA 94301	21225xxxx0	aan***@c**********.com
Fidelity Investments	251 University Avenue, Palo Alto, CA 94301	80074xxxx6	a61**@f*****.com	3.7	12					338042		363000
Martin Wealth Management, Inc.	1145 Merrill St, Menlo Park, CA 94025	65028xxxx0
Merrill Lynch Wealth Management	3075A Hansen Way, Palo Alto, CA 94304	65047xxxx8	bro********@m.com	3	5
Madrone Capital	1149 Chestnut St, Menlo Park, CA 94025	65085xxxx0	bfa*@a**********.com
BitGo, Inc.	2443 Ash St, Palo Alto, CA 94306	65084xxxx9	a-a***@b**.com	3.5	13
Pwjohnson Wealth Management	2051 Grant Rd, Los Altos, CA 94024	40874xxxx2	aus***@p******.com
Edward Jones - Financial Advisor: Aileen A Low, CFP®	4966 El Camino Real Ste 125, Los Altos, CA 94022	65091xxxx0	a.j*******@e********.com							110786		110000
Charles River Ventures	300 Hamilton Ave Fl 3 Palo Alto, CA 94301	65068xxxx0	aam*@c.com	5	2					1175	238	1200
Graystone Consulting – The Palo Alto Group - Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	80076xxxx7	acc********@m**********.com	3	1
Glynn Capital Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx5	ali*@g*********.com
The Zeka Group	1110 Burlingame Ave, Burlingame, CA 94010	65034xxxx5	inf@a***********.com
Rubicon Technology Partners	525 University Ave Ste 1325, Palo Alto, CA 94301	65068xxxx0	ade@r******.com
Phil Nguyen - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx7	amb**************@a*.com							63	4	61
Orchid Wealth Management \| Registered Investment Advisor \| Fee-Only \| Fiduciary Financial Advisor	970 Palo Alto Ave, Palo Alto, CA 94301	65033xxxx4	aan****@p*********************.com	5	1
Madrone Capital	3000 Sand Hill Rd Ste 1-150, Menlo Park, CA 94025	65056xxxx0	bfa*@a**********.com
Allied Brokers	Pleasanton, CA 94566	92533xxxx0				5	2
Tali Alon - Branch Manager, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65065xxxx5	dns***@a*.com							177		180
Morgan Stanley	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx7	aal*****@m**********.com							136581	3154	136000
Wealthfront	900 Middlefield Rd Ste 200 Redwood City, CA 94063		a.-*****@w********.com			2.3	22			60805		62000
Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
La Fosse Asset Management	812 Pollard Rd, Los Gatos, CA 95032	40888xxxx0	abh***@m********.com							4045	124	4700
Edward Jones - Financial Advisor: Rhonda Wentzel	1100 Alma St, Menlo Park, CA 94025	65032xxxx1	a.j*******@e********.com							110786		110000
Breakwater Capital Management	95 1st St Ste 138 Los Altos, CA 94022	65091xxxx0
Firelake Capital Management	575 High St Ste 330, Palo Alto, CA 94301	65032xxxx0	can***@f************.com
Bplanning	405 El Camino Real Ste 241 Menlo Park, CA 94025	88830xxxx4	ema@b******.com
Oakhurst Financial	1059 Fremont Ave, Los Altos, CA 94024	40821xxxx3	jer@o**************.com	5	1
American Century Investments	1665 Charleston Rd, Mountain View, CA 94043	65096xxxx0	aan*******@a************.com							8686		8600
Blackbeard	6600 Dumbarton Cir, Fremont, CA 94555	71649xxxx1
Fashion Island Owner	1400 Fashion Island Blvd, San Mateo, CA 94404	65035xxxx7	jam********@c*.com
Financial Clarity	2570 W El Camino Real Mountain View, CA 94040	65055xxxx0	con**@f*************.com
Tortuga Wealth Management	635 Bryant St, Palo Alto, CA 94301	65032xxxx1	alu*****@h*************.com
Sensiba	1900 S Norfolk St Ste 330 San Mateo, CA 94403	65035xxxx0	a@s*****.com							471	51	485
Symons R Kenneth Certified Financial Planner	659 Mccarty Ave, Mountain View, CA 94041	65096xxxx7
USVP	1460 El Camino Real Ste 100 Menlo Park, CA 94025	65085xxxx0	aad*@u*.com					5	22	1436	23	1500
Sargenti, Gary	99 Almaden Blvd, San Jose, CA 95113	40894xxxx0
Highland Capital Partners	2420 Sand Hill Rd Ste 300 Menlo Park, CA 94025	65068xxxx0
Osborne Partners Capital Management, LLC	545 Middlefield Rd Suite 165, Menlo Park, CA 94025	65085xxxx0	aar**@o************.com
Fit Bearings	47881 Fremont Blvd, Fremont, CA 94538	51062xxxx8	doe@f********.com	4	1
Matzger James A	401 Alberto Way Ste 3, Los Gatos, CA 95032	40839xxxx0
S-CUBED CAPITAL	870 Santa Cruz Ave #202, Menlo Park, CA 94025	65023xxxx4	eth@s******.com	3.4	5
Brett Macauley - Ameriprise Financial Advisor	2441 Park Blvd Ste A104 Palo Alto, CA 94306	65047xxxx0	dns***@a*.com			5	2
Shoreline Investment Management Co	1501 Page Mill Rd, Palo Alto, CA 94304	65085xxxx4
The Lytton Avenue Group - Morgan Stanley	245 Lytton Ave Suite 200, Palo Alto, CA 94301	65083xxxx3	aar*****@m**********.com
Osborn Capital Management	1875 S Grant St Ste 100, San Mateo, CA 94402	65028xxxx8
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	67					103
Edward Jones - Financial Advisor: Mary Beth Hambly	750 Menlo Ave Ste 350 Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							90521		104000
Fox Paine	2105 Woodside Rd Ste 4, Redwood City, CA 94062	65021xxxx0	amb*@f*****.com
Raymond James	51 E Campbell Ave Unit 109, Campbell, CA 95009	40837xxxx0	con**@a********.com
Menlo Advisors	800 Oak Grove Ave, Menlo Park, CA 94025	65068xxxx0	inf@m***********.com
Edward Jones - Financial Advisor: Ivy L May	702 Marshall St Ste 400, Redwood City, CA 94063	65036xxxx8	a.j*******@e********.com							91054		105000
Grassi Investment Management	2350 Mission College Blvd, Santa Clara, CA 95054	65093xxxx0	buz@g*********.com
Pariveda Investment Management	2483 Old Middlefield Way, Mountain View, CA 94043	65058xxxx2	ach**********@p*****.com
Salt Creek Capital Management	726 Morgan Pl, Los Altos, CA 94024	65038xxxx0	and*@s*********.com
Evart Young & Hobbs Investment Management	3 Lagoon Dr Ste 155, Redwood City, CA 94065	65080xxxx2
West Valley Properties Inc	280 2nd St Ste 110, Los Altos, CA 94022	65055xxxx4	apa*****@w*****************.com	3	2
Stanford Investment Group Inc	2570 W El Camino Real Ste 520, Mountain View, CA 94040	65094xxxx7
Silicon Valley Future Capital	Palo Alto, CA 94304	65066xxxx8
Far Western Land And Investment Company Inc.	3977 Fabian Way, Palo Alto, CA 94303	65073xxxx5
Pacific Lake	855 El Camino Real Building 4, Second Fl, Suite 290, Palo Alto, CA 94301		acc*********@p********.com
Edward Jones - Financial Advisor: Katrina C Yun-Nikolac	165 University Ave Palo Alto, CA 94301	65032xxxx3	a.j*******@e********.com			5	1			91820		107000
Fidelity Investments	2580 West El Camino Real Ste 9 Mountain View, CA 94040	80036xxxx5	a61**@f*****.com	3.5	14	2.3	12			336998		362000
Stanford Property & Finance	425 Sherman Ave, Ste 330 Palo Alto, CA 94306	65049xxxx0	and*@s*******.com			3.9	11
Fremont Bank	565 San Antonio Rd Ste 21, Mountain View, CA 94040	65039xxxx1	aar*******@f********.com	5	8					7244	387	7200
Fifth Set Capital	459 Hamilton Ave, Palo Alto, CA 94301	65027xxxx3
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®\|ChFC®	339 S San Antonio Rd Ste 1, Los Altos, CA 94022	65094xxxx6	a.j*******@e********.com							110786		110000
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	ale**********@a*.com	4.3	3
Rugh Financial	2225 E Bayshore Rd, East Palo Alto, CA 94303	65064xxxx4	nic@r***********.com
Fan Asset Management	201 San Antonio Cir Ste 265 Mountain View, CA 94040	65055xxxx0	ste******@f*****.com
Galileo Planning Group Inc	1300 S El Camino Real Ste 510, San Mateo, CA 94402	65032xxxx0	jan@g******************.com
Astellas Venture Capital	2882 Sand Hill Rd Ste 121, Menlo Park, CA 94025	65056xxxx0	add**@d.com
Silicon Valley Financial Group	950 S Bascom Ave, San Jose, CA 95128	40828xxxx0	bec@s*.com	5	3
El Dorado Ventures	702 Oak Grove Ave, Menlo Park, CA 94025	65085xxxx0
Morgan Stanley Wealth Management	8239 Enterprise Dr, Newark, CA 94560	51079xxxx0	acm*********@m**********.com							6403	58	6500
InterWest Partner	2710 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx5	abc*@i******.com
Dongding Investment Co	47697 Westinghouse Dr, Fremont, CA 94539	51049xxxx2
Silicon Valley Bank	3003 Tasman Dr, Santa Clara, CA 95054	40865xxxx0	aa@s**.com	3.2	19					6		7
Leylegian Investment Management Inc	813 El Camino Real, Atherton, CA 94027	65032xxxx0
Opportunity Fund	111 W Saint John St Ste 800, San Jose, CA 95113	40829xxxx4	ade@o************.org	3.7	67
Waddell & Reed Bay Area Market	1999 S. Bascom Ave Suite 400, Campbell, CA 95008	40836xxxx0	6d3***********************************@w***************.com
Salt Creek Capital Management	1001 Obrien Dr, Menlo Park, CA 94025	65038xxxx0	aar@s*********.com
Flagstar Bank	750 University Ave, Los Gatos, CA 95032	40845xxxx0	aar******@f*****.com
Morgan Stanley Wealth Management	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	aal*****@m**********.com
Edward Jones - Financial Advisor: Steve Duffy	900 Lafayette St Ste 503, Santa Clara, CA 95050	40824xxxx1	a.j*******@e********.com	5	3					89504		103000
GW & Wade	540 Cowper St, Palo Alto, CA 94301	65061xxxx8	acm*@g***.com
Luminous Capital	4400 Bohannon Dr Ste 230, Menlo Park, CA 94025	65043xxxx8
We Buy Houses In Bay Area	44250 Old Warm Springs Blvd Ste 10, Fremont, CA 94538	51090xxxx0	eug*@w*****************.com	4.9	12
Bayco Investment Co	1091 Industrial Rd Ste 215, San Carlos, CA 94070	65059xxxx0
Dollins Steven	33400 Turnstone Pl, Fremont, CA 94555	51050xxxx1
Martin Wealth Management	1145 Merrill St, Menlo Park, CA 94025	65028xxxx0	hos*****@w*******.com
Frank A Branson Inc	200 Homer Ave, Palo Alto, CA 94301	65032xxxx0
Rugh Financial	2225 E Bayshore Rd Ste 200 Palo Alto, CA 94303	65064xxxx4	nic@r***********.com
Barbara Madden - Financial Advisor, Ameriprise Financial Services	164 Main St Ste 206, Los Altos, CA 94022	65094xxxx0	bar***********@a*.com							39		40
Ameriprise Financial Advisors	2479 East Bayshore Rd Ste 235 Palo Alto, CA 94303	65047xxxx0	ame***************@e.ameriprise							132659		134000
UBS Financial Services	64 Willow Pl Ste 200 Menlo Park, CA 94025	65028xxxx0	aar*****@u.com			3	5			229873		242000
Prima Investment Group	4300 Stevens Creek Blvd, San Jose, CA 95129	40898xxxx9	miw******@g**.com										5	1
HGGC	1950 University Ave #350, Palo Alto, CA 94303	65032xxxx0	aal****@h*.com	5	3
Doll Capital Management, Inc.	2420 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65023xxxx0	agn@d.com	5	2					908	39	972
Maya Advisors, Inc	530 Lytton Ave 2nd Floor Suite 224, Palo Alto, CA 94301	65070xxxx4	adv*@m*********.com	5	1
Morgan Stanley Wealth Management	650 Castro St, Mountain View, CA 94041	65031xxxx0	acm*********@m**********.com
Westech Investment Advisors	3130 Alpine Rd, Portola Valley, CA 94028	65039xxxx6	abd****@w********.com
Asset Management Ventures	2595 E Bayshore Rd #240, Palo Alto, CA 94303	65062xxxx8	ame**@a*****.com
Vilmont Investment Properties	864 Laurel St Ste 200, San Carlos, CA 94070	65059xxxx5	bra**@v****.com	4.1	9								4	5
Doorga Capital	530 Lytton Ave, Palo Alto, CA 94301	65099xxxx0	inf@d****.net
Darien Tung - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx3	chr**********@a*.com							99		99
*ETRADE - Temp. CLOSED**	124 University Ave Palo Alto, CA 94301	86678xxxx5	adv**********@e***.com			1.6	24			165454		169000
JPG Wealth Solutions Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40889xxxx7
Vista Wealth Management	306 Cambridge Ave, Palo Alto, CA 94306	65033xxxx0
Financial Engines	1050 Enterprise Way, Sunnyvale, CA 94089	40849xxxx0	aau****@f*************.com
Morgan Stanley	216 Lorton Ave, Burlingame, CA 94010	65034xxxx6	aal*****@m**********.com							136582	3153	136000
Transcontinental Capital Partners	540 Cowper St Ste 200 Palo Alto, CA 94301	65032xxxx8
Edward Jones - Financial Advisor: Linh B Thai	298 S Sunnyvale Ave, Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com							110145		110000
Stifel	550 S Winchester Blvd, San Jose, CA 95128	40898xxxx1	abb*@s***.com							5799		6200
Exchange Bank Trust & Investment	1 First St Ste 9 Los Altos, CA 94022	65054xxxx0	a@e***********.com							1358	125	1500
Battery Ventures	2882 Sand Hill Rd, Menlo Park, CA 94025	65037xxxx9	aag***@b****.com
Bakos Investment Management	160 El Monte Ct, Los Altos, CA 94022	65077xxxx8
Magic Venture Capital	335 Lowell Ave # 300, Palo Alto, CA 94301	65032xxxx9
Merrill Lynch Wealth Management	101 S Ellsworth Ave, San Mateo, CA 94401	65057xxxx0	ban*******************@m.com	3	2
Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com							169		168
Whelan Capital Management	261 Hamilton Ave, Palo Alto, CA 94301	65083xxxx0	gwh**@w*.com
Wfafn	3031 Tisch Way, San Jose, CA 95128	40872xxxx7
ESO Fund	635 Mariners Island Blvd Ste 204, San Mateo, CA 94404	65026xxxx0	and*@e****.com	4.1	22
Hilltop Financial	500 Airport Blvd, Burlingame, CA 94010	65049xxxx8	lxx***@h*******************.com					5	6	46		51
Transcontinental Capital Partners	1755 E Bayshore Rd Redwood City, CA 94063	65055xxxx0
Vii Pac Shores Investors	1600 Seaport Blvd Redwood City, CA 94063	65021xxxx1
Nelson Capital	545 Middlefield Rd Ste 200 Menlo Park, CA 94025	65032xxxx0
Alpha Impact Investment Management Partners	1280 Bay Laurel Dr, Menlo Park, CA 94025	65046xxxx5	aco***@i********.com
HGGC	1950 University Ave, Palo Alto, CA 94303	65032xxxx0	aal****@h*.com	5	3
Raymond James Financial Services	770 Menlo Ave Ste 215 Menlo Park, CA 94025	65056xxxx1	aar**********@r*********.com	3	1					17482		18000
UBS Financial Services Inc	50 W San Fernando St, San Jose, CA 95113	40828xxxx0	aar*****@u.com							234444		249000
Ardent Capital	PO Box 455, Los Altos, CA 94023	65088xxxx8	inf@a************.com			5	1
Michael Adiutori - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx1	dns***@a*.com
UpWest Labs	550 California Ave #1, Palo Alto, CA 94306		gil*******@u***.vc	4.8	10					4933	26	4900
Neumann Capital Management	303 Vintage Park Dr, Foster City, CA 94404	65054xxxx0	car***@n***********.com
Jones Fay F	1134 Crane St Menlo Park, CA 94025	65032xxxx6
Edward Jones - Financial Advisor: Sirinee Tippakorn, CFP®\|ChFC®\|AAMS™	1 Twin Pines Ln Ste 104, Belmont, CA 94002	65080xxxx4	a.j*******@e********.com	5	1					90981		105000
Nova Partners	185 Moffett Blvd, Mountain View, CA 94043	65069xxxx0
Edward Jones - Financial Advisor: Vince DiPiero, CFP®	101 Church St Ste 18, Los Gatos, CA 95030	40835xxxx6	a.j*******@e********.com	5	1					110786	8	110000
Venturestar Inc	333 W San Carlos St, San Jose, CA 95110	40828xxxx8	aai*@y********.com	4.2	34
Evla Hills Equity Services	495 N Whisman Rd, Mountain View, CA 94043	65062xxxx9	don*****@e******.com
Peninsula Capital	1010 El Camino Real Ste 250, Menlo Park, CA 94025	65032xxxx0	bsm*@p**********.com
Barney Smith	411 Borel Ave Ste 220, San Mateo, CA 94402	65035xxxx0
Sageview Capital	245 Lytton Ave # 250, Palo Alto, CA 94301	65047xxxx0	and@s*************.com
Atrium Capital Corp	3000 Sand Hill Rd Ste 3-110, Menlo Park, CA 94025	65023xxxx8	bfa*@a**********.com
Firsthand Technology Value Fund, Inc	150 Almaden Blvd, San Jose, CA 95113	40888xxxx6	mir***@f*********.com
Edward Jones - Financial Advisor: Mary Beth Hambly	855 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							85136
Country Financial	1870 El Camino Real, Burlingame, CA 94010	65055xxxx4	aar********@c*************.com							169800		162000
Victor Adint - Raymond James	229 W Main St, Los Gatos, CA 95030	40840xxxx9	aar**********@r*********.com
Edward Jones	1309 S Mary Ave Ste 204, Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com							90043		103000
Courtland Partners Ltd	1475 S Bascom Ave, Campbell, CA 95008	21652xxxx0	a@s**************.com
Grassi Investment Management	1804 N Shoreline Blvd Ste 140, Mountain View, CA 94043	65093xxxx0
Morris Management Co	2500 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0
Edward Jones - Financial Advisor: Meg Finones	111 Anza Blvd Ste 115, Burlingame, CA 94010	65034xxxx1	a.j*******@e********.com									11
Ventures Pejman Mar	320 High St, Palo Alto, CA 94301	65027xxxx6	ahm@p******.com
Allegro Investment Inc	525 Middlefield Rd, Menlo Park, CA 94025	65032xxxx0	inf@a***************.com
First Statewide Realty	10080 N Wolfe Rd SW3-252, Cupertino, CA 95014	40825xxxx0	ang*****@f*****************.com	4.8	23					474	210	474	5	2
The Crawford-Hogan-Wang Group - Morgan Stanley	245 Lytton Ave Suite 200, Palo Alto, CA 94301	65083xxxx3	acc********@m**********.com
Dreyfus Investment Services	435 Tasso St Palo Alto, CA 94301	65032xxxx3
Cypress Capital Group		65042xxxx3	ala*******@c************.com	4.8	5
Rockefeller Capital Management	2570 W El Camino Real Ste 600, Mountain View, CA 94040	65055xxxx0	avi**@r***.com
Clarity Wealth Advisors	2160 The Alameda, San Jose, CA 95126	40856xxxx0	inf@c*******.com
TCGX	705 High St, Palo Alto, CA 94301	65092xxxx4	con**@m***********.com	4.3	3
Valo Ventures	524 Ramona St, Palo Alto, CA 94301	65084xxxx1	ali**********@v*********.org	5	2
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77			3396	29	3600
401(k) & 403(b) Fiduciary Advisors, Inc.	10 Scenic Way Apt 108, San Mateo, CA 94403	65093xxxx0	jer**@4*******.com							173		177
Tda Investment Group Inc	1214 Donnelly Ave, Burlingame, CA 94010	65034xxxx3	al@t*****.com
W & B Investments	43801 Mission Blvd Ste 201, Fremont, CA 94539	51040xxxx1	dea@w***********.net
Adero Partners	306 Cambridge Ave, Palo Alto, CA 94306	65025xxxx0
Avalon Capital Management	495 Seaport Ct Redwood City, CA 94063	65030xxxx0				1	1
Robert Graham - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	dns***@a*.com
Cali Investments	14510 Big Basin Way, Saratoga, CA 95070	40874xxxx0
Sand Hill Global Advisors	245 Lytton Ave #300, Palo Alto, CA 94301	65085xxxx0	ach**@s*******************.com	4	2
Pinnacle Ventures	1600 El Camino Real Ste 250 Menlo Park, CA 94025	65092xxxx0	ach********@p*************.com
Edward Jones - Financial Advisor: Sy Nguyen	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
Alan D Biller & Associates Inc	535 Middlefield Rd # 230, Menlo Park, CA 94025	65032xxxx3	ala@a********.com	5	2
Meyers Wealth Management	441 California Ave #7, Palo Alto, CA 94306	80099xxxx4	adv**@m********.com							586685		759000
CSC Upshot Ventures	171 Forest Ave, Palo Alto, CA 94301	65038xxxx9	mal@c*******.vc