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

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

Name Address Website Phone Contact(s) Google Google Reviews Yelp Yelp Reviews FB FB Reviews FB Likes FB Checkins FB Followers YP YP Reviews Title Site Description Adwords FB Ads Twitter Ads LinkedIn Ads Bing Ads Robot Config SSL Wordpress Facebook Twitter LinkedIn YouTube Instagram Pinterest Tripadvisor Tripadvisor Rating Tripadvisor Reviews Bing Bing Reviews
Aaron Sisk - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx7 wms**********@r**.com 14743 16000
PF Wealth Management Group 1970 Broadway Ste 525, Oakland, CA 94612
51098xxxx8 inf*@p************.com
Real Estate Transition Solutions 50 California St 50 California St Building, San Francisco, CA 94111
41569xxxx5 aab*****@r************.com
Gibeson & Company Cpa’s 401 Grand Ave Oakland, CA 94610 51083xxxx0
Morgan Stanley 1999 Harrison St Ste 2200 Oakland, CA 94612
51083xxxx0 int**********@m************.com 3 1.8 8
Edelman Financial Engines 2175 N California Blvd Ste 800, Walnut Creek, CA 94596
92535xxxx3 aar**@e***************.com 18783 21 20000
Edward Jones - Financial Advisor: Bette Gadient 490 Grand Ave Ste 100, Oakland, CA 94610 51066xxxx6
Farley, Patrick 300B Drakes Landing Rd, Greenbrae, CA 94904
41544xxxx4 mat**************@r**.com 15
San Mateo Investment Co 4100 S El Camino Real, San Mateo, CA 94403
65034xxxx1 hel*@e********.com
Kevin E. Barnes 111 Pine St, San Francisco, CA 94111
41524xxxx5 acc************@f************.com
Paradise Properties Inc. 1001 Bridgeway, Sausalito, CA 94965
41533xxxx0 inf*@p********.com 3 2
Financial Network Investment Corp 1065 Stone Valley Rd, Alamo, CA 94507 92567xxxx7
Broadmark Asset Management 1808 Wedemeyer St, San Francisco, CA 94129
41592xxxx0 bam**********@b*************.com
Kenny Heller 600 Montgomery St Ste 1600 San Francisco, CA 94111
41573xxxx3 adm*******@c*****.com 5 91 107322 16242 108000
Wasi 432 Clement St, San Francisco, CA 94118
41593xxxx2 ale*******@w***.com
Financial Network Investment Corp 225 Lennon Ln, Walnut Creek, CA 94598
92593xxxx7 bea*@c*********.com
Granite Capital Management 5707 Redwood Rd, Oakland, CA 94619
51033xxxx0 jfu***@g****************.com
David Tan - Financial Advisor, Ameriprise Financial Services 44 Montgomery St Ste 3100, San Francisco, CA 94104
41574xxxx3 dav********@a***.com
Umpqua Bank 825 Irving St, San Francisco, CA 94122
41573xxxx5 aar*********@u*********.com 4 1189 50650 669 49000
Bell Investment Advisors 1111 Broadway, Oakland, CA 94607
51043xxxx6 atc@b*********.com 2 1
Stenson Financial Corp 101 Larkspur Landing Cir Ste 221, Larkspur, CA 94939 41546xxxx0
Legato Capital Management 111 Pine St Ste 1700, San Francisco, CA 94111
41540xxxx2 bar****@b***********.com 365 399
Next Generation Investment 7 Clement St, San Francisco, CA 94118 41566xxxx9
Business Investment Management 4224 California St Ste 202, San Francisco, CA 94118 41575xxxx2
American Blue Chip Investment Management 700 Larkspur Landing Cir Ste 199, Larkspur, CA 94939 41546xxxx1
Basic West Insurance 1641 Taraval St, San Francisco, CA 94116
41566xxxx0 inf*@b********.com 5 3
Rekas Investment Properties 3047 Fillmore St, San Francisco, CA 94123 41580xxxx2
Abundant Financial & Insurances Services 39899 Balentine Dr Newark, CA 94560
51036xxxx4 she****@a******.com
Financial Service of America 333 Hegenberger Rd Ste 578 Oakland, CA 94621 51061xxxx0
Mia’s Fiduciary Services 1271 Washington Ave, Ste 908, San Leandro, CA 94577
51082xxxx1 bus*****@m*******.net
Merrill Lynch Wealth Management 600 California St Fl 7, San Francisco, CA 94108 41595xxxx0
James Agrusa - Financial Advisor, Ameriprise Financial Services 101 Gregory Ln Ste 42, Pleasant Hill, CA 94523
92535xxxx7 dns*****@a***.com
Lawndale Capital Management 59 Carmelita Ave, Mill Valley, CA 94941
41538xxxx8 aes******@l**********.com
Verity Wealth Advisors 1505 Bridgeway Ste 208, Sausalito, CA 94965
41572xxxx4 and***@v***********.com
Mccullough And Associates 101 California St Ste 3260, San Francisco, CA 94111
41595xxxx0 rmc********@m*****.com
Agland Investme Management 116 Washington Ave, Richmond, CA 94801 51077xxxx3
Nicholas Stiles 111 Pine St, San Francisco, CA 94111
41526xxxx2 add********@f************.com
Christopher Ransom Investments 1300 Clay St Ste 600 Oakland, CA 94612 51034xxxx4
Ella Financial Advising 5237 College Ave Oakland, CA 94618
51032xxxx7 ell*@e********************.com 5 2 5 7 64 72
Charles Schwab Corporation 211 Main St, San Francisco, CA 94105
41566xxxx0 aar********@s*****.com 3.2 17 265066 139
Boby Medic 111 Pine St, San Francisco, CA 94111
41561xxxx5 aos*****@f************.com
David Ellman-Private Client Advisor 1333 N California Blvd, Walnut Creek, CA 94596
92527xxxx6 aab****@b************.com
Belvedere Global Capital 1 Blackfield Drive, Suite 120, Belvedere Tiburon, CA 94920 41551xxxx8
Sensato Investors 1 Sansome St, San Francisco, CA 94104
41527xxxx0 alp*****@i**************.com
Paulson Investments 14 Orinda Way, Orinda, CA 94563
92525xxxx4 aca********@p****************.com
Morgan Stanley Wealth Management 22320 Foothill Blvd, Hayward, CA 94541 51053xxxx3
William Blair & Co. L L C 343 Sansome St, San Francisco, CA 94104
41598xxxx6 aag*****@w***********.com 1907 284 1900
Fundamentals Finance 6105 Seminary Ave Oakland, CA 94605 41557xxxx7
Infinity Financial Services 212 9th St Ste 202 Oakland, CA 94607
51058xxxx0 bch**@m***********.com 2.8 4 3.3 10
DDL Investment Property Inc. 15200 Hesperian Blvd, San Leandro, CA 94578 51031xxxx9
Merrill Lynch Wealth Management 555 California St, San Francisco, CA 94104
41527xxxx2 ban********************@m*.com
Bak Chan - Ameriprise Financial Services 1 Kaiser Plz Ste 455 Oakland, CA 94612
51089xxxx0 bak*******@a***.com
Parallel Advisors 150 Spear St Ste 950, San Francisco, CA 94105
86662xxxx4 adu**@p***************.com
Glenborough 400 Concar Dr, San Mateo, CA 94402 65034xxxx0 4.6 111
Wedding Party 2396 Pine St, San Francisco, CA 94115 41593xxxx0
Rayner & Haynor Investment Counselors 655 Redwood Hwy Frontage Rd Ste 370, Mill Valley, CA 94941 41533xxxx3 abd****************@u*******.com
Colliers International 1999 Harrison St, Oakland, CA 94612
51043xxxx2 a.-******************@c*******.com 2.7 6 58 110
U.S. Bank ATM - Oakland Swap Meet 5401 Coliseum Way, Oakland, CA 94601 80087xxxx7
Edward Jones - Financial Advisor: David J Tornes 4000 Bridgeway Ste 103, Sausalito, CA 94965
41545xxxx4 a.j*********@e**********.com 4
Upscale Tax Professionals 248 3rd St Oakland, CA 94607
51077xxxx2 bra*@u**********************.com 4.9 54 5 6 315 338
Wells Fargo Wholesale 601 California St, San Francisco, CA 94108 41539xxxx0
MMA Financial 44 Montgomery St, San Francisco, CA 94104 41567xxxx0
Defta Inc 111 Pine St Ste 1410, San Francisco, CA 94111
41543xxxx2 aka****@d************.com
Edward Jones - Financial Advisor: TJ Stevko 370 Highland Ave Ste 201 Piedmont, CA 94611
51054xxxx9 aar***********@e**********.com 87631 100000
Ridgecrest Capital 700 Larkspur Landing Cir Ste 263, Larkspur, CA 94939
41592xxxx0 ama*****@r************.com
Garner Financial Management 3620 Happy Valley Rd Ste 103, Lafayette, CA 94549
92528xxxx0 amy@g*******.com
Grossman Blake R 45 Fremont St Ste 1500, San Francisco, CA 94105 41559xxxx0
Vista Investment 1801 Murchison Dr, Burlingame, CA 94010
65069xxxx0 joh*******@v**************.com
Maier Siebel Baber 260 California St Ste 500, San Francisco, CA 94111 41563xxxx0 gma******@m*************.com
A-Star 16 Funston Ave, San Francisco, CA 94129
41548xxxx2
Camejo Group 1814 Franklin St Ste 503, Oakland, CA 94612
51058xxxx0 bbr*****@p*************************.com
Jardee Worcester - Financial Advisor, Ameriprise Financial Services 100 Pringle Ave Ste 420, Walnut Creek, CA 94596
41574xxxx7 dns*****@a***.com
Rhs Financial 201 Mission St Ste 1875, San Francisco, CA 94105
41549xxxx0 ale*@r***********.com
Keith Larkin, Robertson Stephens 455 Market St Ste 1600, San Francisco, CA 94105
41550xxxx0 abl**@r********.com 999 8
Thomas Schryver - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx0 wms**********@r**.com 14743 16000
Mercatus, Inc 400 Concar Dr, San Mateo, CA 94402
65066xxxx0 dri********@g*********.com
Myerhoff & Associates, Inc. 909 Marina Village Pkwy 182 and 193, Alameda, CA 94501
41581xxxx0 bay***************@g****.com 4 4
Knoblich Paul CFP Retirement Income Planning-Foothill Sec PO Box 2040, Castro Valley, CA 94546
51053xxxx0 a.j*********@e**********.com 87358 99000
Bob Marshall - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx6 bob*********@r**.com
Cantor Fitzgerald & Co 345 California St, San Francisco, CA 94104
41559xxxx1 aad******@c*****.com 4.8 23 3376 22 3300
Mercer Advisors 1700 S El Camino Real, San Mateo, CA 94402
65057xxxx8 lar***@d*******.com
Osborne Partners 580 California St Ste 1900, San Francisco, CA 94104
41536xxxx7 a.c****@o**************.com
Merritt Community Capital 1970 Broadway Ste 250 Oakland, CA 94612
51044xxxx0 abe****@m*********.org 5 2
Trillium Larkspur Office 100 Larkspur Landing Cir, Larkspur, CA 94939 41592xxxx5
Dustin Brown - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx0
Edward Jones 367 Civic Dr Ste 8, Pleasant Hill, CA 94523
92579xxxx7 a.j*********@e**********.com 85136
Gordon Mak - Financial Advisor, Ameriprise Financial Services 44 Montgomery St Ste 3100, San Francisco, CA 94104
41574xxxx9 and************@a***.com 84
Yeske Buie 220 Montgomery St, San Francisco, CA 94104
41595xxxx6 afp@y***.com
Thrive Wealth Management - Ameriprise Financial Services 1 Kaiser Plz Ste 455, Oakland, CA 94612
51089xxxx0 dns*****@a***.com
Infinite Investment 3080 El Cerrito Plz, El Cerrito, CA 94530 51028xxxx5
Seasonal Strategy 1517 Fountain St, Alameda, CA 94501
41595xxxx1 bob@s***************.com
Reising Financial 1151 Harbor Bay Pkwy Ste 124 Alameda, CA 94502
51080xxxx5 joh************@c*************.com
K S Enterprises 991 Village Cir Oakland, CA 94607 51028xxxx6
Evercore Partners 3 Embarcadero Ctr, San Francisco, CA 94111
41598xxxx0 a.-*****@e*******.com
Crofton Capital Management 1615 Bonanza St Ste 403, Walnut Creek, CA 94596
92593xxxx0 cra**@c********.com
Market Neutral Trading 505 Montgomery St Ste 1100, San Francisco, CA 94111 41587xxxx8
Allianz Global Investors 555 Mission St, San Francisco, CA 94105
41595xxxx0 ber**@a*********.com
Bill Farber - Financial Advisor, Ameriprise Financial Services 100 Pringle Ave Ste 420, Walnut Creek, CA 94596
92547xxxx5 aud*************@a***.com
Jason Tom - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx4 rbc*********@r**.com
Global Investment Company 300 Frank H Ogawa Plz Ste 254, Oakland, CA 94612
51083xxxx0 cat**@g************************.com 51 10
Emery and Howard 333 Lorton Ave, Burlingame, CA 94010
65057xxxx0 fra**@e**********.com 12
Aperio Group 3 Harbor Dr, Sausalito, CA 94965
41533xxxx0 aba*****@a**********.com
Equidex 19 Sutter St, San Francisco, CA 94104 41554xxxx5
Raymond James Financial Services 301 Clay St, San Francisco, CA 94111
41561xxxx5
Garland Investment Management 920 Country Club Dr Ste 1D, Moraga, CA 94556 92537xxxx5
IRA Resources, Inc. - IRAR 100 Pringle Ave Ste 650, Walnut Creek, CA 94596
88832xxxx4 aar**@t*************.com 4.9 25 1733 3 1800
Marshall Wealth Management Group 345 California St, San Francisco, CA 94104
41521xxxx5 bob*********@r**.com
Schroeder Capital Management 3620 Happy Valley Rd Ste 203, Lafayette, CA 94549
92528xxxx3 cam*********@s****************.com
Jaen, Enrique, CFA 345 California St, San Francisco, CA 94104
21270xxxx9 joh*******@c*.rbcwealthmanagement 14743 16000
TSM Investment Corp. 33 Danville Oak Pl, Danville, CA 94526
92583xxxx9 con****@i**********.us
Colorado Capital Funding Inc 475 Sansome St, San Francisco, CA 94111
41590xxxx0 aam**********@b**.com
Senior Care Investment Partners 1 Sansome St Ste 3500, San Francisco, CA 94114
41594xxxx2
Friedman Investment Group 323 Pine St Ste I, Sausalito, CA 94965
41533xxxx6
The Roda, Group 2217 5th St, Berkeley, CA 94710
51064xxxx0 ale******@r********.com
Arif Ahmed 111 Pine St, San Francisco, CA 94111
41524xxxx9 add********@f************.com
Umpqua Bank 4627 Mission St, San Francisco, CA 94112
41545xxxx0 aam*********@u*********.com 4 1189 50650 669 49000
Shamrock Realtors 153 E Lewelling Blvd, San Lorenzo, CA 94580
51035xxxx3 gin***@s***************.com 5 7 5 1
Genworth Wealth 2300 Contra Costa Blvd, Pleasant Hill, CA 94523 92568xxxx8
Pang Peter C 725 Washington St Oakland, CA 94607 51026xxxx7
Lazard Asset Management 4 Embarcadero Ctr 24th Fl, San Francisco, CA 94111
41562xxxx0 abd****************@l*****.com
Hoffman, Arch 345 California St, San Francisco, CA 94104
41544xxxx3 wms**********@r**.com 14743 16000
Davis Capital Parnters 3 Harbor Dr, Sausalito, CA 94965
41572xxxx5 aag*****@a*********.com
United Capital Danville 145 E Prospect Ave, Danville, CA 94526
92526xxxx8 abd****************@u*******.com
Golden Bear Mortgage & Investment Co 1201 Solano Ave Ste 101, Albany, CA 94706 51052xxxx8
Wayne Hill 1 Front St 10th Fl, San Francisco, CA 94111
41524xxxx5 acc************@f************.com
Eagle Investment Systems 525 Market St, San Francisco, CA 94105 41590xxxx1
Alpine Management Services 2 Embarcadero Ctr Ste 2320, San Francisco, CA 94111
41539xxxx0 atk*****@p****************.com
Securities America Inc 226 Alderbrook Pl, Moraga, CA 94556
92537xxxx4 aad********@s****************.com
Allstate Personal Financial Representative: Virginia Harrison 1502 Adeline Dr, Burlingame, CA 94010
41584xxxx0 a****00@a*******.com
Mark Friedman - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41547xxxx0 fri***********@r**.com
Kraus Laurence G & Associates PO Box 259, Belvedere Tiburon, CA 94920 41543xxxx4
Fisher & Wiens Wealth Management 100 Railroad Ave, Danville, CA 94526
92596xxxx0 bea*@f*************.com
Ashoka Investment & Management Services 27A Iris Ave, San Francisco, CA 94118
41526xxxx7 inf*@a*********.com
Heritage Wealth Advisors - Ameriprise Financial Services 1333 N California Blvd Ste 630, Walnut Creek, CA 94596
92529xxxx0 ale********@a***.com
Ameriprise Financial Advisors 600 W Grand Ave Oakland, CA 94612 51083xxxx3
Quest Securities Inc 1800 San Jose Ave, San Francisco, CA 94112
41544xxxx0
Warburg Pincus 1 Market Plz, San Francisco, CA 94105 41579xxxx0
Edward Jones - Financial Advisor: Kirk Cowan, CRPS™ 1336 Park St STE D, Alameda, CA 94501
51074xxxx5 a.j*********@e**********.com 1 1 87631 100000
Merrill Lynch Wealth Management 1331 N California Blvd, Walnut Creek, CA 94596
92594xxxx0 ale*********@m*.com
Internet Securities 300 Frank H Ogawa Plz Oakland, CA 94612 51044xxxx0 5 2
RBC Wealth Management Branch - Walnut Creek 1331 N California Blvd Ste 650, Walnut Creek, CA 94596
92527xxxx0 rbc*********@r**.com
Berla Investment Consulting 35 Quail Ct, Walnut Creek, CA 94596
92594xxxx6 cor**@b*******.com
Mitchell Peters - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx2 fri***********@r**.com 12807
Wells Financial Group 1850 Mt Diablo Blvd, Walnut Creek, CA 94596
92593xxxx7 aeg***@v******.com
Edward Jones Investments 455 Hickey Blvd Ste 509, Daly City, CA 94015
80033xxxx7 a.j*********@e**********.com 87631 100000
Morgan Stanley 22320 Foothill Blvd Ste 150, Hayward, CA 94541 51053xxxx3 aar***********@m***********************.com
My Retirement Exit 9245 Laguna Springs Dr Ste 200 Elk Grove, CA 95758
88858xxxx7 5 1
Karl Von Brockdorff - Private Wealth Advisor, Ameriprise Financial Services 44 Montgomery St Ste 3100, San Francisco, CA 94104
41528xxxx0 dns*****@a***.com 75 91
Nollenberger Investment Management 101 California St Ste 3260, San Francisco, CA 94111 41544xxxx1
BPGE Capital Management 100 Pringle Ave, Walnut Creek, CA 94596
41543xxxx0 Inf*@b**********.com
The Entrust Group 555 12th St Ste 900 Oakland, CA 94607
80039xxxx3 aba****@t**************.com 3.1 41 2.3 79 2232 69
Rose Bridge Wealth Management Group-Morgan Stanley 1999 Harrison St, Oakland, CA 94612
51089xxxx0 acm***********@m************.com
Dipsea Capital 2257 Larkspur Landing Cir, Larkspur, CA 94939
41592xxxx2 chr**@d************.com
Outstanding Investment Company 463 19th Ave, San Francisco, CA 94121
41583xxxx0 c18*****************************@s*****.wixpress 6
Dawn Nicoles - Financial Advisor, Ameriprise Financial Services 150 Post St Ste 530, San Francisco, CA 94108
41554xxxx2 daw***********@a***.com 146
F E Forbes Co Inc 1795 Solano Ave, Berkeley, CA 94707
51052xxxx3 afo****@f*******.com 2.3 3
Franklin Administrative Services 960 Park Pl, San Mateo, CA 94403
65031xxxx0 aar********@f****************.com
Robeco Investment Management 100 Drakes Landing Rd, Greenbrae, CA 94904
41546xxxx0 a@r*****.com 4.9 38 27705 198 27000
Tucker, David 1331 N California Blvd, Walnut Creek, CA 94596
92594xxxx2
EZ Real Estate Loans 302 E 14th St, San Leandro, CA 94577
51096xxxx9
Compass Rose Advisors Inc 536 Belvedere St, San Francisco, CA 94117
41549xxxx0 bet**@z*******.com 1543 1500
Wilkinson Wealth Management 300 Frank H Ogawa Plz Ste 252 Oakland, CA 94612
51062xxxx0 aly***@s*************.com 5 1
Pacific Investment Management Company 11 Orchard Ct, Alamo, CA 94507
92521xxxx8 aam***********@p****.com
Quacera Capital Management 1216 Porta Ballena, Alameda, CA 94501 51022xxxx4
Private Consulting Group 900 Larkspur Landing Cir, Larkspur, CA 94939
41546xxxx0 jra***@p****************.com
Stifel 500 Ygnacio Valley Rd Ste 490, Walnut Creek, CA 94596
92574xxxx0 abb****@s*****.com 4756 5200
Edward Jones - Financial Advisor: Christopher Lightner 490 Grand Ave Ste 100, Oakland, CA 94610 51066xxxx6
Cecchin, Tim 345 California St, San Francisco, CA 94104
41544xxxx8 ale*********@m*.com
Beddow Capital Management 57 Post St Ste 515, San Francisco, CA 94104
41595xxxx0 egb*****@b************.com
Baldwin Insurance Agency 3185 Castro Valley Blvd, Castro Valley, CA 94546
51027xxxx6 and***********@m******.com
Champlain Total Capital Management 1 Post St, San Francisco, CA 94104
41566xxxx0 d-j@c***************.com
Fundamental Capital 201 Mission St, San Francisco, CA 94105
41578xxxx0 fun*******************@c*************.com
Collins Wealth Management Group 345 California St, San Francisco, CA 94104
41544xxxx2 joh*******@c*.rbcwealthmanagement 14743 16000
Sutton Phyllis R 1388 Sutter St, San Francisco, CA 94109
41577xxxx0 bar**************@r****.com
Herb Thomas & Associates 875 Island Dr, Alameda, CA 94502
51074xxxx8 her*@h*********.com 2.6 5
Sullivan Management Co 580 2nd St, Oakland, CA 94607 51087xxxx9
U.S. Trust 100 Pringle Ave Ste 650, Walnut Creek, CA 94596 92565xxxx7 aar************@u******.com
Wealth By Design 3030 Bridgeway Ste 109, Sausalito, CA 94965
41533xxxx0 bar****@w*******************.com
Calinan Asset Mgmt 101 Mission St, San Francisco, CA 94105 41587xxxx4
Edward Jones - Financial Advisor: Guy Ben Ari 935 Marina Village Pkwy, Alameda, CA 94501
51052xxxx9 a.j*********@e**********.com 87631 100000
Kelly F Crane Cfp CLU Cfa 2255 Contra Costa Blvd, Pleasant Hill, CA 94523
92582xxxx3
BMI Property Management 2444 San Bruno Ave, San Francisco, CA 94134
51030xxxx5 3.9 59
Kelly, Brown & Reilly Wealth Management Group 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx6
Roc Bridge Partners 520 S El Camino Real, San Mateo, CA 94402
65057xxxx0 a.r******@b*********.com
Arenda Capital Management 1100 Sacramento St, San Francisco, CA 94108
31037xxxx1 are**************@p****.dreamhost
Copernicus Capital Management 2055 Lombard St, San Francisco, CA 94123
41558xxxx0 use*@d*****.com
Abundance Advisers 15200 Hesperian Blvd Ste 202, San Leandro, CA 94578
92540xxxx3 adm**@a****************.com
Headland Ventures LP 65 Cloud View Rd, Sausalito, CA 94965
41528xxxx0 bob@h***************.com
Morgan Stanley Wealth Management 1999 Harrison St, Oakland, CA 94612
51083xxxx0 acm***********@m************.com
TD Ameritrade 200 Pringle Ave, Walnut Creek, CA 94596
92583xxxx4 aam***********@t***********.com 646210 192 658000
Enrique Jaen - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
21270xxxx9 wms**********@r**.com 14743 16000
Doublejay Investment Management 3189 Danville Blvd Ste 200, Alamo, CA 94507 92526xxxx8
Swift Realty Partners 260 California St, San Francisco, CA 94111
41598xxxx9 abr****@s******.com
Concentric Wealth Management 251 Lafayette Cir Ste 200, Lafayette, CA 94549
92596xxxx0 ama***@c****************.com
Zuk C L & Associates 1195 Park Ave Ste 205, Emeryville, CA 94608
51054xxxx0 aha***@z***********.com
Merrill Lynch Wealth Management 555 California St 9th Fl, San Francisco, CA 94104
41567xxxx0 ale*********@m*.com 2.3 3
Catherine Woodman, Protected Investors of America 1510 Walnut St Ste E, Berkeley, CA 94709 51054xxxx7
Lau Financial Services 181 2nd Ave Ste 600, San Mateo, CA 94401
65034xxxx0 inf*@r********.com 994 8 1000
Deutsche Bank Wealth Management 101 California St, San Francisco, CA 94111
41561xxxx0 a.a@r****.com
Edward Jones - Financial Advisor: Corey M Hayashi 1050 Marina Village Pkwy Ste 100 Alameda, CA 94501
51052xxxx9 acc**********@e**********.com 87631 100000
Michael Morrone 111 Pine St 7th Fl, San Francisco, CA 94111
41524xxxx1 add********@f************.com 90275 115000
York, Brandon 1331 N California Blvd, Walnut Creek, CA 94596
92594xxxx4
Church Capital Corporation 320 E 14th St, San Leandro, CA 94577
51096xxxx9
Jill D Hollander Cfp 21 Tamal Vista Blvd, Corte Madera, CA 94925 41592xxxx1
Agland Investment Management 96 Kingston Rd, Kensington, CA 94707 51057xxxx3
Umpqua Bank 1122 Taraval St, San Francisco, CA 94116
41566xxxx0 aam*********@u*********.com 4 1189 50650 669 49000
Lantern Investments Inc 111 Pine St Ste 1215, San Francisco, CA 94111
41539xxxx9 ala********@h************.com
John Voegelin Keller - Financial Advisor, Ameriprise Financial Services 1333 N California Blvd Ste 630, Walnut Creek, CA 94596
92529xxxx0 cyn*************@a***.com
Bowhay Investments 1036 Country Club Dr Ste 206, Moraga, CA 94556
41550xxxx8 bow******************@w**********.com
Tsakos Investments 15 Railroad Ave, Danville, CA 94526 92585xxxx1 joh*******@t*********.com
Travis Townsend - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx9 wms**********@r**.com 14743 16000
Will Grant, Realtor, Real Estate Broker 1390 Noriega St, San Francisco, CA 94122
41562xxxx7 3.5 4
Top Tier Capital Partners 600 Montgomery St, San Francisco, CA 94111
41536xxxx1 adm**@t***.com
Bay Street Capital Holdings Palo Alto, CA 94301
65044xxxx4 axx***@b***********************.com
Tong Group Inc 4544 Balboa St, San Francisco, CA 94121 41582xxxx8
Edward Jones - Financial Advisor: Jane Watson 1430 Everett St Ste A, Alameda, CA 94501
51052xxxx1 a.j*********@e**********.com 3 2 87631 100000
Crystal Assets Mgmt 2565 3rd St, San Francisco, CA 94107 41564xxxx0
Morgan Stanley Wealth Management 216 Lorton Ave, Burlingame, CA 94010
65034xxxx3 int**********@m************.com
Morgan Stanley Wealth Management 1995 University Ave Ste 500, Berkeley, CA 94704 51064xxxx0 int**********@m************.com
Kipling Capital Inc 100 Shoreline Hwy Ste B200, Mill Valley, CA 94941
41533xxxx0 cco******@k*************.com
iCapRate 555 California Street, 49th Floor, San Francisco, CA 94104
41565xxxx1 dte****@i*******.com
Belveron Real Estate Partners 220 Montgomery St, San Francisco, CA 94104
41527xxxx0 ale*******@b***************.com 3.4 10
Sasser Investment Management Inc 436 14th St Ste 1118, Oakland, CA 94612
51083xxxx0 inf*@s****************.com
Edward Jones - Financial Advisor: Dominic J McKenna 887 Island Dr Ste E Alameda, CA 94502
51074xxxx0 a.j*********@e**********.com 5 1 87631 100000
Michelle Schiro - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx2 mic************@r**.com
Egan Brown - Morgan Stanley Wealth Management 1999 Harrison St Ste 2200 Oakland, CA 94612
51089xxxx5 acc**********@m************.com
Constellation Advisers 50 California St, San Francisco, CA 94111
41552xxxx7 a*j*@c********************.com 5 6 5712 33 6900
Loomis Sayles and Company L P 4 Orinda Way, Orinda, CA 94563
92525xxxx0 aag*****@l***********.com
Park Tree Investments 425 Divisadero St Ste 207, San Francisco, CA 94117
41525xxxx9 den***@p******************.com
Edward Jones - Financial Advisor: Kirk Cowan 2412 Central Ave, Alameda, CA 94501
51074xxxx3 a.j*********@e**********.com 87631 100000
Ditzler and Company 6114 La Salle Ave Oakland, CA 94611 51033xxxx1 inf*********@u*******.com 2.3 77 6
The Brown & Klueger Group 345 California St, San Francisco, CA 94104
41544xxxx0 rbc*********@r**.com
Paul Zinchik 5840 Geary Blvd Ste 101, San Francisco, CA 94121 41529xxxx0
True Capital Management 101 Montgomery St, San Francisco, CA 94104
41553xxxx0 aby*********@t**************.com
Isackson Investment Co 3450 California St, San Francisco, CA 94118 41534xxxx4
Keith Loegering - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx7 wms**********@r**.com 14743 16000
Fremont Bank 6300 College Ave Ste 160, Oakland, CA 94618
51085xxxx1 a.a*****@f**********.com 4.8 4 7265 335 7300
Prime Cap Lending 1300 Clay St Ste 600 Oakland, CA 94612
51059xxxx2
Passport Capital 1 Letterman Dr, San Francisco, CA 94129
41532xxxx0 aha*@p**************.com
Coast Counties Property Management 55 New Montgomery St, San Francisco, CA 94105
41597xxxx0 aca****@c***************.com
RS Investment Management Co. LLC 1 Bush St Ste 900, San Francisco, CA 94104
41559xxxx0 ada******@r************.com
Cerity Partners 345 California St, San Francisco, CA 94104
41578xxxx5 aad***@c*************.com
Springbok Partners 80 E Sir Francis Drake Blvd Ste 4C, Larkspur, CA 94939 41546xxxx0
Whitter Trust Co 505 Montgomery St, San Francisco, CA 94111
41528xxxx0 aau**@w************.com 164 13 195
Maddog Executive 4300 Horton St Unit 15, Emeryville, CA 94608 51086xxxx5
Yso Capital Management 1633 Bayshore Hwy Ste 127, Burlingame, CA 94010
65065xxxx9 car***@y*******************.com
E Demmler & Associates 1101 Marina Village Pkwy UNIT 201, Alameda, CA 94501
51086xxxx6 ede*********@c*************.com
The Social Equity Group 2550 9th St Ste 204A, Berkeley, CA 94710
51064xxxx4 dun***@s***********.com
Mariposa Management 2727 Mariposa St, San Francisco, CA 94110 41562xxxx9 *nn*@m*************.org
New Stage Investment Group 520 S El Camino Real Ste 320, San Mateo, CA 94402
65045xxxx2 han*@n*****************.com
Securities America Inc Oakland, CA 94610 51041xxxx1
Ridge Ventures 1 Letterman Dr, San Francisco, CA 94129
41543xxxx0 ada*@r****.vc
Tenzing Corp 90 New Montgomery St, San Francisco, CA 94105
41564xxxx0 cka****@t*************.com
Edward Jones - Financial Advisor: Hanneke R Finones 111 Anza Blvd Ste 115, Burlingame, CA 94010
65034xxxx1 a.j*********@e**********.com 87631 100000
Phocas Financial 980 Atlantic Ave Ste 106 Alameda, CA 94501
51052xxxx0 cec*********@p**************.com
Welty Capital Management 3650 Mt Diablo Blvd, Lafayette, CA 94549 92528xxxx0
Serene Investment Management 25 Taylor St, San Francisco, CA 94102
41532xxxx5 ada*@s*******.com
Main Management 601 California St Ste 620, San Francisco, CA 94108
41521xxxx0 ari***@m******.com
Lodestar Private Asset Management 3201 Danville Blvd Ste 275, Alamo, CA 94507
92583xxxx4 ant****@l**********.com
Bellingham Investment Management 62 Retiro Way, San Francisco, CA 94123
41556xxxx5
Violich Capital Management 4 Embarcadero Ctr, San Francisco, CA 94111
41521xxxx4
Edward Jones - Financial Advisor: Benjamin Blake, CFP® 5330 College Ave Ste 230, Oakland, CA 94618
51084xxxx2 a.j*********@e**********.com 87631 100000
Delaware Investments 101 California St Ste 3750, San Francisco, CA 94111
41521xxxx0 asp***@d******************.com
The Rothschild Group - Ameriprise Financial Services 100 Pringle Ave Ste 420, Walnut Creek, CA 94596
92547xxxx2 dns*****@a***.com
Dennis H Fong, CFP 6114 La Salle Ave Ste PMB 758 Oakland, CA 94611
51033xxxx4 aar********@l**.com
Hahn Capital Management 601 Montgomery St Ste 840, San Francisco, CA 94111
41539xxxx2 hch**@h******.com
The Enterprise Foundation 100 Bush St, San Francisco, CA 94104
41539xxxx5 agh***@f***************.org
Avondale Conquest 501 Humboldt Ave, Sausalito, CA 94965 41533xxxx6
Cynergy Financial 2255 Contra Costa Blvd Ste 312, Pleasant Hill, CA 94523 92567xxxx0
Hearth Capital Management PO Box 190, Mill Valley, CA 94942
41538xxxx2 ble****@h***********.com 14645 62 14000
Homaer Asset Management Company Limited 香港628 6/F Champion Tower Rm
Jennifer S Kwock-Lau - Private Wealth Advisor, Ameriprise Financial Services 200 Pringle Ave Ste 550, Walnut Creek, CA 94596
92597xxxx0 der********@a***.com 188 71
ASA Lending 4091 19th Ave, San Francisco, CA 94132
41534xxxx5 asa*******@h******.com
Joel Grippando 111 Pine St, San Francisco, CA 94111
41536xxxx0 acc************@f************.com
Avalon Global Asset Management 100 Pine St, San Francisco, CA 94111
41561xxxx1 esl***@a************.com
Edward Jones - Financial Advisor: Jason A. Russell 5330 College Ave Ste 230 Oakland, CA 94618
51084xxxx2 a.j*********@e**********.com 5 1 87631 100000
Tukman Grossman Capital Management 60 E Sir Francis Drake Blvd, Larkspur, CA 94939 41546xxxx3
Edward Jones - Financial Advisor: Daniel Jew 2413 Webb Ave, Alameda, CA 94501
51052xxxx6 a.j*********@e**********.com 5 5 9
Jeffrey Coburn 111 Pine St, San Francisco, CA 94111
41583xxxx0 acc************@f************.com
Dal Investment Co 235 Montgomery St Ste 1049, San Francisco, CA 94104
41539xxxx3 sup****@f****.com 1429 12
Ruben Tarkhanyan-Private Client Advisor 1333 N California Blvd, Walnut Creek, CA 94596
92541xxxx1 aab****@b************.com
Westerly Capital Management 201 Mission St, San Francisco, CA 94105
41554xxxx0 and***@w**********.com
Friedkin Investment Co. 480 3rd St, Oakland, CA 94607
51045xxxx0 ach**@f***********.com
J Vitucci Financial Services Inc 303 Arlington Ave, Berkeley, CA 94707
51052xxxx0 inf*@v**************.com
White Oak Global Advisors 88 Kearny St Fl 4, San Francisco, CA 94108
41564xxxx0 abi***@w*********.com
Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services 25 Orinda Way Ste 205, Orinda, CA 94563
92590xxxx0 dns*****@a***.com 398 10 390
American Express 3508 Brighton Ave, Oakland, CA 94602 51084xxxx5 aar**@a**************.com
Edmund Pan - Financial Advisor, Ameriprise Financial Services 2033 N Main St Ste 363, Walnut Creek, CA 94596
92548xxxx6 dns*****@a***.com
Mariner Wealth Advisors 6425 Christie Ave Ste 290 Emeryville, CA 94608
41592xxxx0 aal*************@m********************.com 1 1 15 4400
Millie Capital Management 250 Lafayette Cir, Lafayette, CA 94549 92582xxxx0
Gebhardtgroupinc 3620 Happy Valley Rd, Lafayette, CA 94549
92528xxxx0 bet*@g***************.com
RCM Robinson Capital Management 27 Reed Blvd, Mill Valley, CA 94941
41577xxxx1 dou*@r**************.com
Bridge Investment Group 2000 Alameda De Las Pulgas, San Mateo, CA 94403
65057xxxx0 a.r******@b*********.com
Jake Cleary - BancWest Investment Services Financial Advisor 2023 Mountain Blvd, Oakland, CA 94611 51056xxxx3
Perigon Partners 201 Mission St Ste 1825, San Francisco, CA 94105
41543xxxx0 b@p**************.com
True Wealth Advisory Group 1600 S Main St Ste 202, Walnut Creek, CA 94596
92593xxxx6 inf*@t****************.com 5 1
Carroll Investment Co 601 California St, San Francisco, CA 94108 41598xxxx4
Sage Investment Management 3685 Mt Diablo Blvd Ste 360, Lafayette, CA 94549
92528xxxx4
Charles Raven Capital Management 4 Embarcadero Ctr, San Francisco, CA 94111 41521xxxx1
Prime Meridian Income Fund LP 2121 N California Blvd Ste 830, Walnut Creek, CA 94596
92535xxxx5 ach*****@p*******.com
Arti Investment Properties 860 Meridian Bay Ln Unit 133, Foster City, CA 94404 65040xxxx5
Money Meaning & Choices Institute 301 Mission St, San Francisco, CA 94105
41526xxxx7 adm**@m***********.com
Charyn Asset Management Group 2675 Folsom St, San Francisco, CA 94110
41597xxxx0 kev**@c*************.com
Mercatus Inc 1900 S Norfolk St, San Mateo, CA 94403 65037xxxx5
The Grayson Group 345 California St, San Francisco, CA 94104
41560xxxx5 rbc*********@r**.com
Edward Jones - Financial Advisor: Lawrence R Kolka, CFP®|AAMS™ 1801 N California Blvd Ste 107, Walnut Creek, CA 94596
92547xxxx2 a.j*********@e**********.com 96 5 1
CMA Asset Managers Inc 2140 Shattuck Ave, Berkeley, CA 94704 51020xxxx8 bka*******@s****************.com
K SK Property Management Investment Inc. 1 Daniel Burnham Ct, San Francisco, CA 94109 41577xxxx5 dia***@k**********.com 4.4 79
Tessara Financial Advisors, Inc. 100 Larkspur Landing Cir Ste 200, Larkspur, CA 94939
80033xxxx5 inf*@t**************.com
Credit Suisse First Boston USA 201 Spear St, San Francisco, CA 94105 41583xxxx0 3 2
Denning & Co 150 California St Ste 650, San Francisco, CA 94111
41539xxxx9 cst***@d****************.com 5035 299
Venturi & Co 345 Lorton Ave Ste 105, Burlingame, CA 94010
65034xxxx0 bri*******@v********.com
Arch Hoffman - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx3 rbc*********@r**.com
Reedland Capital Partners 30 Sunnyside Ave, Mill Valley, CA 94941
41538xxxx0 ada*@r*******.com
Blackstone IP 71 Stevenson St, San Francisco, CA 94105
41587xxxx5 emi*@b***********.com
Aspasia Iosifellis 111 Pine St, San Francisco, CA 94111
41559xxxx7 acc************@f************.com
A C Investor 555 California St, San Francisco, CA 94104
41567xxxx0 bra*********@a**********.net
Protiviti 555 Market St Ste 1800, San Francisco, CA 94105
41540xxxx0 a.s*****@p********.com 6752 6800
The Townsend Group 601 Montgomery St Ste 525, San Francisco, CA 94111 41536xxxx5
Ron Chang 246 2nd St, San Francisco, CA 94105 41591xxxx6
Century Centre II 1400 Fashion Island Blvd, San Mateo, CA 94404 65052xxxx4
Mackenzie Capital Management 89 Davis Rd, Orinda, CA 94563
92523xxxx3 ber*****@m***************.com
Thrivent Financial 155 Bovet Rd, San Mateo, CA 94402
65035xxxx2 a.v@t*******.com
Investment Consultants 880 Peru Ave, San Francisco, CA 94112 41589xxxx6
Brian Pon Cfp 21 Tamal Vista Blvd, Corte Madera, CA 94925 41592xxxx1 bpo*@f*******************.com
Wen Capital Advisory Group 11100 San Pablo Ave Ste 210, El Cerrito, CA 94530
80091xxxx0 cyn****@w**********.com 5 9 44 43
Hollis Capital Management 3214 Jackson St, San Francisco, CA 94118 41592xxxx1
Farralon Udom - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx9 mic************@r**.com
Loans By Grace 66 Franklin St Ste 300 Oakland, CA 94607
51037xxxx0 c18*****************************@s*****.wixpress 434 487
Andrew Gibson 111 Pine St 11th Fl, San Francisco, CA 94111
41526xxxx5 add********@f************.com
Vision Capital Investment Management 3450 Geary Blvd Ste 203, San Francisco, CA 94118
41573xxxx0
Mark A. Friedman 111 Pine St, San Francisco, CA 94111
41526xxxx0 ale***@f************.com
Terrapin Investments 311 Miller Ave Ste 3, Mill Valley, CA 94941
41538xxxx8 aiw**@t******************.com 1 1
Defined Financial Planning, LLC 2413 Webb Ave Suite B, Alameda, CA 94501
51020xxxx5 ser****@d**************.com 130 2 143
Edward Jones 20640 Patio Dr, Castro Valley, CA 94546
51088xxxx6 a.j*********@e**********.com 87358 99000
Campodonico Investments 600 California St, San Francisco, CA 94108 41536xxxx2
J P King Advisors Inc 1600 S Main St, Walnut Creek, CA 94596
92593xxxx5 con***@j*************.com
Wells Fargo Private Bank 420 Montgomery St, San Francisco, CA 94104
41539xxxx8 aar**********@w*********.com 2 8 153030 11
KLOZeasy Real Estate & Mortgage 1444 18th Ave, San Francisco, CA 94122 41530xxxx8
Lawrence Investment Co 80230 Marion Ct, Lafayette, CA 94549 92528xxxx6
Avondale Conquest 631 Bridgeway, Sausalito, CA 94965
41533xxxx6
Westview Properties 1826 Clement Ave, Alameda, CA 94501 51067xxxx0 5 1
Lianne Lim - Kingship Realty Group 863C San Pablo Ave, Albany, CA 94706
51084xxxx6 5 4 5 5
The Humphreys Group 220 Montgomery St Ste 1850, San Francisco, CA 94104
41592xxxx1 dia**@h*************.com 5 1 91 2
Asset Allocation Advisors Inc 1850 Mt Diablo Blvd, Walnut Creek, CA 94596
92594xxxx0 82c*************************************@w*****************.com
Paul Di Leo Oakland, CA 94611 5 5
Cpic International 244 California St, San Francisco, CA 94111
41598xxxx5 tom@c***.net
Gaylord Wealth Management 535 Mission St, San Francisco, CA 94105
41597xxxx9 afj***************@h*******************.com
Stephen R. Marotto 111 Pine St, San Francisco, CA 94111
41526xxxx4 add********@f************.com
Ginsburg Larry P Cfp Financial Advisor 6201 Medau Pl Oakland, CA 94611 51033xxxx3
Asa Limited 400 S El Camino Real Ste 710, San Mateo, CA 94402
65037xxxx5 ang**************@a*****.com
Edward Jones - Financial Advisor: Patrick Cross, CFP®|ChFC®|AAMS™ 345 W Portal Ave Ste 100, San Francisco, CA 94127
41566xxxx1 a.j*********@e**********.com 87631 100000
Rockwood Wealth Management 68 Rockwood Ct, San Francisco, CA 94127
41559xxxx7 ste***********@r*********.com
Abundant Management 2912 14th Ave, Oakland, CA 94606 51043xxxx0
Edward Jones - Financial Advisor: Kelly A Cunningham 400 Oyster Point Blvd Ste 438, South San Francisco, CA 94080
65035xxxx5 a.j*********@e**********.com 87631 100000
Stephen Lacy - KW Commercial 225 Valencia St San Francisco, CA 94103
41592xxxx0 5 1
L and B Capital Investments Oakland, CA 94621 92528xxxx2
RBC Wealth Management Branch - Marin 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx0 rbc*********@r**.com
Igp Industries 100 Spear St, San Francisco, CA 94105
41588xxxx0 acc*******@i********.com
Baker Avenue Asset Management 301 Battery St Fl 2, San Francisco, CA 94111
41598xxxx0 am@b*******.com 5 2 52 4 68
Edward Jones - Financial Advisor: Mark T Hegland 1875 Lombard St Ste A, San Francisco, CA 94123
41544xxxx0 a.j*********@e**********.com 10 87631 100000
Friedman Peters Group 345 California St, San Francisco, CA 94104
41547xxxx0 fri***********@r**.com 12807
U. S. Continental Investment Corp. 3128 Geary Blvd, San Francisco, CA 94118
41575xxxx0 joh******@u****.com
Stephen Petrillo 111 Pine St, San Francisco, CA 94111
41539xxxx5 add********@f************.com
Psilos Group Managers 21 Tamal Vista Blvd Ste 194, Corte Madera, CA 94925
41594xxxx0 abr**@p*****.com
CBRE Asset SVC 1000 Broadway, Oakland, CA 94607
51083xxxx1 hos*******@s********.net
Edward Jones - Financial Advisor: Michael J. Kenyon 8 Otis St Ste 922, San Francisco, CA 94103 41561xxxx0
SolidRock Development Group, Inc. 14895 E 14th St Ste 400, San Leandro, CA 94578
51053xxxx0 inf*@s**********.com
Bryan Partners 600 Montgomery St, San Francisco, CA 94111
41542xxxx1 abc*******@b******.com 4.7 27 1895 545 1900
Park Presidio Capital 1 Letterman Dr, San Francisco, CA 94129
41549xxxx0 ada*@p***********.com 8
Meyers, Bruce 1331 N California Blvd, Walnut Creek, CA 94596
92594xxxx0
Parnasses Investments 1 Market, San Francisco, CA 94105
41554xxxx8 adi**@p********.com
Palisade Financial 4801 Harbord Dr Oakland, CA 94618
41520xxxx9 dav**@p****************.com 5 6
Cos and Company 90 Heather Ave Apt 304, San Francisco, CA 94118 41530xxxx0
Calera Capital Advisors LP 425 California St, San Francisco, CA 94104
60466xxxx8 bab***@c************.com
Edward Jones - Financial Advisor: William Fried 2161 Allston Way, Berkeley, CA 94704
51070xxxx4 a.j*********@e**********.com 81 87631 100000
Violich Capital Management 580 California St Ste 1420, San Francisco, CA 94104 41521xxxx4
Edward Jones 1981 N Broadway, Walnut Creek, CA 94596
92593xxxx3 a.j*********@e**********.com
Greg C Musick - Financial Advisor, Ameriprise Financial Services 44 Montgomery St Ste 3100, San Francisco, CA 94104
41574xxxx9 and************@a***.com 73 92
Dci 201 Spear St Ste 250, San Francisco, CA 94105 41576xxxx1 3 1
Citi Personal Wealth Management 130 W Portal Ave, San Francisco, CA 94127
41573xxxx1 aar**********@c********.com
TrueVir Financial 490 Chadbourne Rd Ste A100 Fairfield, CA 94534
51092xxxx7 inf*@t***************.com 5 3
Property Investment Services 1300 Encinal Ave, Alameda, CA 94501 51052xxxx5 ace@i******.com 3.6 7
2 11
Stewart & Patten Co 1 Post St Ste 850, San Francisco, CA 94104 41542xxxx2
Rodvien, Jeffrey 1331 N California Blvd, Walnut Creek, CA 94596
92594xxxx5 joh*******@c*.rbcwealthmanagement
Heritage Financial North 433 Airport Blvd. Suite 228, Burlingame, CA 94010
65057xxxx5 lxx*****@h*********************.com 5 6 44 48
Gerding Edlen Investment Management 201 Clay St, San Francisco, CA 94111 41539xxxx1
Armian Group 1343 Locust St, Walnut Creek, CA 94596
92547xxxx0 ali**@a****.com 9 9
Semloh Financial Inc 15 Altarinda Rd, Orinda, CA 94563 92525xxxx0
G B A Financial Programs & Insurance Marketing Inc 3478 Buskirk Ave Ste 300, Pleasant Hill, CA 94523 92594xxxx4
Lakeside Investment Company 475 14th St Oakland, CA 94612
51033xxxx8 dha****@l**************.com
Hurley Wealth Management Group 1601 Bayshore Hwy, Burlingame, CA 94010
65051xxxx2 *re*@h***********.com
Braddock Family Office 1350 Treat Blvd, Walnut Creek, CA 94597
92532xxxx0 rsc******@b*********.com
Benefits Communication Network 3215 Encinal Ave Ste L, Alameda, CA 94501
51076xxxx8 cha*******@b*****.com 3 2
Doyle & Boissiere 330 Primrose Rd Ste 212, Burlingame, CA 94010 65068xxxx0
Wealthcare Consulting 1990 N California Blvd Ste 800, Walnut Creek, CA 94596
92594xxxx5
Waldenvc Walden Vc 750 Battery St, San Francisco, CA 94111
41539xxxx5 art@w*******.com
Alchemy Management Group, Inc 419 Laguna St Unit 1, San Francisco, CA 94102 41582xxxx3
Eagle Investment Service 5498 Geary Blvd, San Francisco, CA 94121
41537xxxx3 agl****@s***********.com
Bragg Investment Co Inc 457 Parr Blvd, Richmond, CA 94801
51023xxxx2 bil*******@b*********.com 3.9 16 4.8 111 2989 689 3400
Prospect Capital 1 Front St Ste 1475, San Francisco, CA 94111
41598xxxx0 abh*****@p**********.com
Paladin Capital Management 235 Montgomery St Ste 1146, San Francisco, CA 94104
41598xxxx5 pad*****@p*********.com
Cynthia Leitman Cfp 235 Somerset Rd, Piedmont, CA 94611 51060xxxx9
Hewins Financial Advisors 400 S El Camino Real Ste 800, San Mateo, CA 94402 65062xxxx0
Hutchinson Capital 700 Larkspur Landing Cir, Larkspur, CA 94939
41592xxxx0 doe@k***************.com
Hill Investment Co 1201 California St, San Francisco, CA 94109
41577xxxx0 ame***@s******.com
Krumrei & Ross Inc 3 Tracy Ct, Moraga, CA 94556 92537xxxx2
Francisco Partners 1 Letterman Dr, San Francisco, CA 94129
41541xxxx0 ada**@f****************.com
Kuosen Fung - RBC Wealth Management Financial Advisor 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx0 joh*******@c*.rbcwealthmanagement
Rockefeller Capital Management 2 Embarcadero Ctr Ste 2320, San Francisco, CA 94111
41583xxxx0 aha**@r*****.com
Egm Capital 2 Embarcadero Ctr, San Francisco, CA 94111 41578xxxx0
Elmwood Wealth Management Inc 2027 4th St, Berkeley, CA 94710
51085xxxx3 bob@e************.com
Brookfield Private Wealth Management Team - UBS Financial Services Inc. 555 California St Ste 4650, San Francisco, CA 94104
41596xxxx4 aar*******@u**.com 229156 242000
The Tucker Crane Group 1331 N California Blvd Ste 650, Walnut Creek, CA 94596
92594xxxx2 joh*******@c*.rbcwealthmanagement
Callahan Financial Planning Company | Fee-Only Financial Advisors in San Francisco 75 Broadway Ste 202, San Francisco, CA 94111
41579xxxx0 alb***@c***************.com 1000
Capital Advantage Inc 3708 Mt Diablo Blvd Ste 200, Lafayette, CA 94549
92529xxxx0 adm**@c***************.com 57 62
The Meyers Investment Team 1331 N California Blvd Ste 650, Walnut Creek, CA 94596
92594xxxx0 joh*******@c*.rbcwealthmanagement
Smart Compass Investments 275 Joaquin Ave, San Leandro, CA 94577 51096xxxx5
Summit Financial Advisors 109 Baldwin Ave, San Mateo, CA 94401
65035xxxx0 aar**@s*************.com
Curtis Financial Group 3824 Grand Ave, Oakland, CA 94610
51045xxxx8 ale*@c**********************.com 2181 2100
The Addington Group 345 California St, San Francisco, CA 94104
41544xxxx9 rbc*********@r**.com
Protected Investors of America 1550 Parkside Dr Ste 100, Walnut Creek, CA 94596
92574xxxx2 afa****@p*****************.com
Schuller, Edward 345 California St, San Francisco, CA 94104
41544xxxx2 wms**********@r**.com 14743 16000
Merrill Lynch Wealth Management 2 Belvedere Pl Ste 100, Mill Valley, CA 94941
41528xxxx0 ale*********@m*.com
Crane, Nick 1331 N California Blvd, Walnut Creek, CA 94596
91693xxxx3
Sommer McKinley 111 Pine St, San Francisco, CA 94111
41529xxxx8 add********@f************.com
Castro, Peter De 345 California St, San Francisco, CA 94104
41544xxxx8 rbc*********@r**.com 14743 16000
Ripple 300 Montgomery St, San Francisco, CA 94104
41534xxxx0 abc**@r*****.com 2664 3200
Edward Jones - Financial Advisor: Joshua Wulkan 1301 Solano Ave Ste 201, Albany, CA 94706
51023xxxx5 a.j*********@e**********.com
Austin Investment Enterprise S 133 S 18th St, Richmond, CA 94804 51055xxxx6
Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ 1050 Marina Village Pkwy Suite 100, Alameda, CA 94501
51052xxxx9 a.j*********@e**********.com 5 2 87631 100000
Sasser Investment Management 436 14th St Ste 805 Oakland, CA 94612
51083xxxx0 inf*@s****************.com
Summitry 919 E Hillsdale Blvd Ste 150, Foster City, CA 94404
65021xxxx0 inf*@s*******.com 28
Arsenio & Associates 60 E Sir Francis Drake Blvd Ste 205, Larkspur, CA 94939 41546xxxx0
RBC Wealth Management Branch - San Francisco 345 California St, San Francisco, CA 94104
41544xxxx0 rbc*********@r**.com
Quantum Capital Management Inc 311 California St Ste 420, San Francisco, CA 94104 41592xxxx3
Spence, Chris 1331 N California Blvd, Walnut Creek, CA 94596
92594xxxx5 joh*******@c*.rbcwealthmanagement
Commerce Ventures 123 Main St, San Francisco, CA 94105
31031xxxx0 cla***@c*******.vc
Alex Radoslovich 111 Pine St, San Francisco, CA 94111
41536xxxx9 add********@f************.com
JMR Capital Management Inc 2936 Domingo Ave Ste 5, Berkeley, CA 94705 51052xxxx5
Global Capital Partners 100 Drakes Landing Rd, Greenbrae, CA 94904 41546xxxx0
Orchid Group Holdings 555 California St, San Francisco, CA 94104
41587xxxx0 ake******@a***********.net
Brown, Dustin 345 California St, San Francisco, CA 94104
41544xxxx0 joh*******@c*.rbcwealthmanagement 12807
ClearBridge Investments 50 California St, San Francisco, CA 94111
80069xxxx0 abc****@c**********.com
Martin Investment Company 400 30th St Ste 406, Oakland, CA 94609 51083xxxx0
Medley Partners Management 50 California St, San Francisco, CA 94111
41537xxxx0 aud***@m******.com
Davis Mortgage & Investment Co 1730 Franklin St, Oakland, CA 94612 51027xxxx3
Proprietary Finance Ventures 123 Mission St, San Francisco, CA 94105
20259xxxx1 f3b*************************************@w*****************.com
Credit Repair Today 350 Rhode Island St Ste 240, San Francisco, CA 94103
41534xxxx8 inf*@m*******************.com
Steelriver Infrastructure Partners 1 Harbor Dr Ste 101, Sausalito, CA 94965
41529xxxx0 and***************@s*****************.com
Morfin Financial Services 264 Arlington Ave, Kensington, CA 94707
51052xxxx4 c18*****************************@s*****.wixpress 3.7 3
Bay Grove Capital 801 Montgomery St, San Francisco, CA 94133 41522xxxx3
Financial Network 15261 Hesperian Blvd, San Leandro, CA 94578 51031xxxx0 bea*@c*********.com
Morgan Stanley 101 California St, San Francisco, CA 94111
41569xxxx6 acm***********@m************.com
Artisan Partners Limited Partnership 1 Maritime Plz, San Francisco, CA 94111
41528xxxx0 a.a*******@a**************.com
Axiom Advisory Service 1 Sansome St, San Francisco, CA 94104
41548xxxx1 hel**@a************.com
Raymond James Financial Services 2435 Divisadero St, San Francisco, CA 94115
41534xxxx4 5 2
Ruderman Investment Management Alameda, CA 94501 51022xxxx5 5 1
Kevin M. Furlong Investment Management 300 Montgomery St Ste 1104, San Francisco, CA 94104 41595xxxx1
Mark Jongeward - Financial Advisor, Ameriprise Financial Services 1333 N California Blvd Ste 630, Walnut Creek, CA 94596
92529xxxx0 cyn*************@a***.com
Alpine Investors 1 California St, San Francisco, CA 94111
41539xxxx0 aga****@a**************.com
Morgan Stanley Wealth Management 1333 N California Blvd, Walnut Creek, CA 94596
92593xxxx0 acm***********@m************.com
Bill Marshall - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx3 bob*********@r**.com
Minkoff & Associates 111 Pine St Ste 1750, San Francisco, CA 94111
41539xxxx0 dns*****@a***.com
Guideline Investments LLC 500A 2nd Ave, San Mateo, CA 94401
41580xxxx8 aa@g********.com
Ansil Realty & Investment Co 3701 Mt Diablo Blvd, Lafayette, CA 94549
92596xxxx0 han*******@b*****.com 163 406 156
Morgan Stanley 555 California St, San Francisco, CA 94104
41598xxxx8 abh*******@t*********************.com
Rittmann Capital Management 1660 School St Ste 106B, Moraga, CA 94556
92538xxxx3 ma**@r**************.com
Friedkin Investment Company 480 3rd St, Oakland, CA 94607 51045xxxx0
Ian McGee - Financial Advisor, Ameriprise Financial Services 1333 N California Blvd Ste 630, Walnut Creek, CA 94596
92529xxxx0 car************@a***.com
JMR Capital Management Inc 44 Montgomery St Ste 3705, San Francisco, CA 94104
51052xxxx5 inf*@s***************.com
Green Retirement 909 Marina Village Pkwy Ste 587 Alameda, CA 94501
51063xxxx1 jam**@g**************.com 5 3
Liberty Hill Asset Management 3650 24th St, San Francisco, CA 94110 41520xxxx4
Franklin Templeton Group 777 Mariners Island Blvd, San Mateo, CA 94404
65031xxxx0 a.-******@f****************.com
Porter, Ritchie & Associates - Ameriprise Financial Services 44 Montgomery St Ste 3100, San Francisco, CA 94104
41561xxxx5 and************@a***.com 73 92
Ribera Investment Management 883 Island Dr # 200, Alameda, CA 94502 51052xxxx2
Edward Jones - Financial Advisor: Matthew M Tekeste 2413 Webb Ave Ste D Alameda, CA 94501
51052xxxx6 a.j*********@e**********.com 87631 100000
Rosenblum Barbara G 1388 Sutter St Ste 725, San Francisco, CA 94109
41577xxxx0 fli*****@r****.com
Umpqua Bank 1900 Fillmore St, San Francisco, CA 94115
41567xxxx0 aam*********@u*********.com 4 1189 50650 669 49000
Tom Egan 111 Pine St, San Francisco, CA 94111
41529xxxx4 acc************@f************.com
Wells Fargo Private Bank 770 Tamalpais Dr Ste 220, Corte Madera, CA 94925
41594xxxx7 aar**********@w*********.com 153030 11
Route One Invstmnt Company 311 Miller Ave, Mill Valley, CA 94941 41538xxxx4
The Gapper Wealth Management Group 345 California St, San Francisco, CA 94104
41544xxxx8 rbc*********@r**.com 14743 16000
Ee Fund Management 461 2nd St, San Francisco, CA 94107
41535xxxx8 inf*@e*****.com
TSG Consumer Partners 600 Montgomery St Ste 2900, San Francisco, CA 94111
41521xxxx0 aah***@t**********.com
Wespac Plan Services Inc 519 17th St, Oakland, CA 94612
51028xxxx5 adv*****@w*****.net 5 2
San Francisco, CA Private Wealth Management - UBS Financial Services Inc. 555 California St Ste 3200, San Francisco, CA 94104
88866xxxx0 acc***************@u**.com
Wells Richard H CPA 401 Grand Ave Ste 390 Oakland, CA 94610 51083xxxx0
Grealish Investment Counseling 1001 Bayhill Dr, San Bruno, CA 94066 65095xxxx8
Foci Wealth Management - Ameriprise Financial Services 44 Montgomery St Ste 3100, San Francisco, CA 94104
41574xxxx0 dns*****@a***.com 75 91
Edward Jones - Financial Advisor: Corey M Hayashi, CFP®|CSRIC® 2413 Webb Ave STE D, Alameda, CA 94501
51052xxxx6 a.j*********@e**********.com 87631 100000
Horizon Holdings 101 Clay St, San Francisco, CA 94111
41578xxxx0 col****@h**************.com
JMP Group 600 Montgomery St, San Francisco, CA 94111
41583xxxx0 aca**@j***.com
Vert Asset Management 85 Liberty Ship Way, Sausalito, CA 94965
41565xxxx9 inf*@v********.com
Ares Management 1 Harbor Dr, Sausalito, CA 94965
41538xxxx0 a@a*******.com
Farallon Capital Management Partners 1 Maritime Plz, San Francisco, CA 94111
41542xxxx2 ab@f**************.com
TNL Car Title Loans 95 3rd St Ste 1, San Francisco, CA 94103
41573xxxx2 3ce*************************************@w*****************.com
Jonathan’s Financial Services Oakland, CA 94606
51086xxxx4 aar**@p********.com 44317 50000
Jacobs & Company 4 Embarcadero Ctr, San Francisco, CA 94111
41577xxxx7 aar*******@j*****.com 4.7 63 40553 41000
KCM Investment Advisors 300 Drakes Landing Rd, Greenbrae, CA 94904
41546xxxx8 cli**********@k**********.com
Rcm Robinson Capital Management 3997 Washington St, San Francisco, CA 94118 41577xxxx1
BPM Wealth Management 555 California St, San Francisco, CA 94104
41547xxxx0 doe****@g************.com
Evercore Wealth Management 425 California St, San Francisco, CA 94104
41528xxxx0 ale*******@e*******.com
Morningside Investment Advisors 870 Market St, San Francisco, CA 94102 41598xxxx2
Andron Capital Management 3650 Mt Diablo Blvd Ste 103, Lafayette, CA 94549 92528xxxx9
Harvest Capital Strategies 600 Montgomery St Ste 1700, San Francisco, CA 94111
41583xxxx1 aca**@j***.com
Inman Investment Management 4 Orinda Way Ste 260B, Orinda, CA 94563
92525xxxx1 aad***@t********.com
JPM Asset Management Corp 1736 Stockton St, San Francisco, CA 94133
41539xxxx8 jam***************************@w****.tigertech
Moirai Capital Mgmt 708 Montgomery St, San Francisco, CA 94111
41598xxxx1 aat***@m*****.com
Wilson Josh 1990 N California Blvd, Walnut Creek, CA 94596 92583xxxx3 ame******************@a***.com 132683 134000
Ian Longtin - Financial Advisor, Ameriprise Financial Services 1333 N California Blvd Ste 630, Walnut Creek, CA 94596
92529xxxx0 cyn*************@a***.com 187 188
Cypress Properties Group 985 Moraga Rd Ste 214, Lafayette, CA 94549 92528xxxx0
California Commercial Investments 300 Frank H Ogawa Plz Ste 340 Oakland, CA 94612 51026xxxx0
Aegis Capital Management Emeryville, CA 94662
51065xxxx3 afr****************@a***********.com
Miranda Holmes 111 Pine St, San Francisco, CA 94111
41526xxxx0 add********@f************.com
Shira Ridge Wealth Management 100 Larkspur Landing Cir Ste 203, Larkspur, CA 94939
41572xxxx5 aly*@m************.com
Milestone Financial Advisors 533 Sutter St, San Francisco, CA 94102 41543xxxx0 aar**@m**************.com
Doug Franks - Edward Jones 1150 Ballena Blvd Ste 100 Alameda, CA 94501
51052xxxx4 acc**********@e**********.com 87631 100000
Newport Asia 601 California St, San Francisco, CA 94108
41567xxxx0 aas****@n*************.com
Robasciotti And Associates 870 Market St, San Francisco, CA 94102
41598xxxx0 afs***@r**********.com 5 14 214
Buena Vista Fund Management 235 Montgomery St, San Francisco, CA 94104
41543xxxx0 inf*@b*************.com
Moira Amado-McCoy, Robertson Stephens 455 Market St Ste 1600, San Francisco, CA 94105
41550xxxx0 abl**@r********.com 999 8
De Luna Partners Inc 25 Orinda Way Ste 305, Orinda, CA 94563
92525xxxx0 jdl@d*************.com
H C Financial Advisors Inc 3685 Mt Diablo Blvd Ste 200, Lafayette, CA 94549
92529xxxx0 a.c******@t*************.com
Financial Technology Ventures 555 California St, San Francisco, CA 94104
41522xxxx0 aar******@f*********.com
RBC Capital Markets 2 Embarcadero Ctr, San Francisco, CA 94111
41563xxxx0 a.p****@r****.com
Wealth Plus 2173 Francisco Blvd E Ste I, San Rafael, CA 94901 41545xxxx6
Ifm Investors 310 Harbor Dr, Sausalito, CA 94965
41572xxxx5 aab***********@i***********.com
Mathematica Capital Management 75 Gate 5 Rd, Sausalito, CA 94965 41533xxxx4 jl@m*******.com
The Terraces 2300 Contra Costa Blvd Ste 200, Pleasant Hill, CA 94523
92568xxxx0 ada*@s***********.net
North Berkeley Investment Partners 900 Colusa Ave, Berkeley, CA 94707
51052xxxx0 car*****@n**********************.com 568 23 548
I P O Corporate Law Group P C 725 Washington St Oakland, CA 94607 51026xxxx7
Edward Jones - Financial Advisor: Deb Knowles 2412 Central Ave Alameda, CA 94501
51074xxxx3 a.j*********@e**********.com 4 4 87631 100000
Kathryn Harrison 111 Pine St, San Francisco, CA 94111
41526xxxx4 acc************@f************.com
RNK Pacific Investments San Leandro, CA 94579 41581xxxx9
Trek Capital Management 80 E Sir Francis Drake Blvd, Larkspur, CA 94939
41546xxxx0 ab@f**************.com
Urban Pioneer 3129 Fillmore St, San Francisco, CA 94123 41581xxxx7
Robertson Stephens - Burlingame 1350 Bayshore Hwy Ste 210, Burlingame, CA 94010
65034xxxx0 abl**@r********.com 996 8 1000
Susan Gavrich, CFP 1517 Fountain St Alameda, CA 94501 51086xxxx1
Creekside Partners 3595 Mt Diablo Blvd Ste 300, Lafayette, CA 94549
92528xxxx0 19d*************************************@w*****************.com
Edward Jones - Financial Advisor: Julius Fang 20640 Patio Dr, Castro Valley, CA 94546
51088xxxx6 a.j*********@e**********.com
Billy Guan, Real Estate and Financial Professional Walnut Creek, CA 94596
53034xxxx4 ali****@r********.com 5 4
Castle Crow & Co 100 Spear St, San Francisco, CA 94105
41554xxxx0 ada**@c*********.com
Barnes Capital 3503 Mt Diablo Blvd, Lafayette, CA 94549 92528xxxx3 bxx*******@b************.com
Michael Cox 111 Pine St, San Francisco, CA 94111
41539xxxx2 are*****@m**********.net
Edward Jones - Financial Advisor: Judith S Feuer 3201 Danville Blvd Ste 162, Alamo, CA 94507
92571xxxx7 a.j*********@e**********.com
David Mucha 111 Pine St, San Francisco, CA 94111
41524xxxx3 add********@f************.com
Wada Capital Management 11100 San Pablo Ave, El Cerrito, CA 94530
51023xxxx0 inf*@w**********.com
Weinstein Commercial Investment 360 17th St Ste 204, Oakland, CA 94612 51076xxxx6
Morgan Stanley 21 Woodside Dr, Moraga, CA 94556
51064xxxx0 aal*******@m************.com 113322 3096 131000
Lone Wolf Financial 66 Franklin Street Ste 300 Oakland, CA 94607
80098xxxx1
Wentworth Hauser & Violich 353 Sacramento St, San Francisco, CA 94111
41598xxxx1 inf*@s*********.com
Willamette Capital Management 303 W Joaquin Ave San Leandro, CA 94577 51061xxxx0
Mike Isola-RBC Wealth Management Financial Advisor 1331 N California Blvd, Walnut Creek, CA 94596
92527xxxx3
Global Investment Co Inc 211 10th St, Oakland, CA 94607 51083xxxx2 cat**@g*****************.net
Edward Jones - Financial Advisor: Erin Sinclair 1201 Howard Ave, Burlingame, CA 94010
65034xxxx0 a.j*********@e**********.com 87631 100000 5 2
Tim Cecchin - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx8 wms**********@r**.com 14743 16000
Fortress Investment Group 1 Market Plz, San Francisco, CA 94105
41561xxxx0 aal*****@f*******.com
Waddell & Reed 1810 Gateway Dr Ste 340, San Mateo, CA 94404
65034xxxx4 aam***@w******.com
The Nickel Cox Group 345 California St, San Francisco, CA 94104
41544xxxx0 rbc*********@r**.com 12807
Edward Jones - Financial Advisor: Nick Wilson 370 Highland Ave Ste 201 Piedmont, CA 94611
51054xxxx9 acc**********@e**********.com 87631 100000
Jeffrey Oster - Raymond James 1050 Marina Village Pkwy, Alameda, CA 94501
88865xxxx5 aar************@r***********.com
The Parnassus Fund 1 Market St Ste 2200, San Francisco, CA 94105
41577xxxx0 adi**@p********.com
Kevin Kennedy 1516 Oak St Ste 101, Alameda, CA 94501
51074xxxx8 ji**@k**************.com 58 2 61
Edward Jones - Financial Advisor: Max Goldin 1336 Park St Ste D Alameda, CA 94501
51074xxxx1 acc**********@e**********.com 87631 100000
Institute For Private Investors 88 Kearny St Ste 750, San Francisco, CA 94108 41593xxxx0 aw@m*********.net
Diane Kohler - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx3 dia*********@r**.com
Givens Investment Company 1730 Solano Ave Unit A, Berkeley, CA 94707 51052xxxx0
Roberts Realty & Investment Company 440 San Mateo Ave, San Bruno, CA 94066 65058xxxx0
East Bay Wealth Management Group 1331 N California Blvd Ste 650, Walnut Creek, CA 94596
92527xxxx7 dav*********@r**.com
BL-SH Financial 1700 California St, San Francisco, CA 94109 41595xxxx6 drl****************@g****.com
Pensionalysis, Inc. 522 San Anselmo Ave San Anselmo, CA 94960
41545xxxx4 chi*@p************.com 1 1
IMK Millionaires LLC 4 Embarcadero CTR STE 1400, San Francisco, CA 94111 41598xxxx0
Samantha Quintanilla - Keller Williams Peninsula Estates 1430 Howard Ave, Burlingame, CA 94010
65097xxxx9 acc**********@k*.com 5 4 5 19 199106
TIAA Financial Services 1676 N California Blvd Ste 119, Walnut Creek, CA 94596
88835xxxx6 acc******************@t***.org 90933 529 91000 5 1
Pe Financial Group 3 Harbor Dr Ste 107, Sausalito, CA 94965
41533xxxx4 joh******@p***************.com
Alecta Real Estate 100 Drumm St, San Francisco, CA 94111 41532xxxx0
Mansell Capital Management 1545 Verdi St Suite #A, Alameda, CA 94501
51069xxxx3 jsm***@m*************.com
Maximus Real Estate Partners 1 Maritime Plz Ste 1900, San Francisco, CA 94111 41558xxxx2
Champion Investment 301 Village Sq, Orinda, CA 94563 92525xxxx1
National Financial 2 W 5th Ave, San Mateo, CA 94402 65068xxxx7 cla****@n****************.org
Ams Asset Management Co 25 Stillman St, San Francisco, CA 94107 41590xxxx1 har******@a*******.com
Private Realty Investment 80 E Sir Francis Drake Blvd Ste 400, Larkspur, CA 94939
41592xxxx5 bda****@p*****.com
Baker Street Advisors 455 Market St, San Francisco, CA 94105
41534xxxx0 ada*@b******************.com
Raymond James 870 Market St Ste 711, San Francisco, CA 94102
41539xxxx0 aar************@r***********.com 17482 18000
Tdc Asset Management 1999 Harrison St Ste 1300, Oakland, CA 94612
51027xxxx5 inf*@r********.com 996 8 1000
Margaret Pierattini 111 Pine St 11th Fl, San Francisco, CA 94111
41529xxxx4 add********@f************.com
Berman Capital 435 Hill St, San Francisco, CA 94114
41534xxxx0 cas**@b********.com
Boston Financial Investment Management 315 Montgomery St, San Francisco, CA 94104
41578xxxx0 adn*********@b***.com
CEP Emery Tech Investors 1400 65th St Emeryville, CA 94608 51060xxxx0 4 1
Ares Management - Oakland 1901 Harrison St, Oakland, CA 94612-3508
51084xxxx9 a@a*******.com
Jhahleh’s Consulting Services 4719 Quail Lakes Dr Stockton, CA 95207
20997xxxx9 fil***@g******.com
Flagstar Bank 1990 N California Blvd, Walnut Creek, CA 94596
92546xxxx0 aar********@f*******.com
Wells Capital Management 525 Market St, San Francisco, CA 94105
41539xxxx0 aan******@w*******.com
RNK Pacific Investments Oakland, CA 94621 51038xxxx7
Bill Grayson - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx5
Millionaire Marketing Machine 5636 Bancroft Ave Apt 108, Oakland, CA 94605 51023xxxx8
Innovation Investments 111 Sutter St, San Francisco, CA 94104 41563xxxx0
Foresight Group US 400 Montgomery St, San Francisco, CA 94104 41526xxxx0
Kaha Chkheidze - Financial Advisor, Ameriprise Financial Services 1333 N California Blvd Ste 630, Walnut Creek, CA 94596
92529xxxx0 dns*****@a***.com 86 4 86
Osterweis Capital Management 1 Maritime Plz Ste 3800, San Francisco, CA 94111
41543xxxx1 abu**@o********.com
Bernstein Global Wealth Management 555 California St, San Francisco, CA 94104
41521xxxx0 aar******@a****************.com
Orford Capital Management 155 Montgomery St Ste 404, San Francisco, CA 94104 41539xxxx0
Weber Capital Management 340 Pine St, San Francisco, CA 94104
41536xxxx7 chi******@w***********.com
Quay Partners Us Inc 2 Bates Blvd, Orinda, CA 94563 92538xxxx7
Cambridge Investments Limited 2 Belvedere Pl Ste 320, Mill Valley, CA 94941 41538xxxx3
Vantage Wealth Management 1 Waters Park Dr STE 98, San Mateo, CA 94403 65063xxxx0 dav*********@v****************.com
Bay Area Investment Company PO Box 17195, Oakland, CA 94601 51053xxxx8
Vega Capital Group 100 Bush St, San Francisco, CA 94104
41531xxxx0 doe****@v**********.com
Edward Jones - Financial Advisor: Judy Ho 1150 Ballena Blvd Ste 100 Alameda, CA 94501
51052xxxx4 a.j*********@e**********.com 5 1 87631 100000
Eng Financial Corp 2212 Arlington Blvd, El Cerrito, CA 94530 51023xxxx5
Terri Brown - RBC Wealth Management Financial Advisor 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx5
Gapper, Douglas 345 California St, San Francisco, CA 94104
41544xxxx8 joh*******@c*.rbcwealthmanagement 14743 16000
Kroll Inc 345 California St, San Francisco, CA 94104
41569xxxx0 aal*****@k****.com
Desmond Wealth Management 1850 Mt Diablo Blvd, Walnut Creek, CA 94596
92593xxxx4 des***********@d************.com 80 7 78
Merrill Lynch Wealth Management 1111 Broadway, Oakland, CA 94607
51020xxxx0 aas***********@m*.com
Abe, Helen 300B Drakes Landing Rd, Greenbrae, CA 94904
41544xxxx8
Topel & DiStasi Wealth Management 2907 Claremont Ave, Berkeley, CA 94705
51089xxxx0 gav**@t****.com 119 115
Edward Jones - Financial Advisor: Yixue Mei 1150 Ballena Blvd Ste 100, Alameda, CA 94501
51052xxxx4 a.j*********@e**********.com 87630 100000
Main Street Research 30 Liberty Ship Way, Sausalito, CA 94965
41528xxxx0 aar*******@m**********.com
Dale Marie Golden Oakland, CA 94610 51089xxxx6 5 28
Janney Montgomery Scott 100 Drumm St, San Francisco, CA 94111 41524xxxx4 aal******@j*****.com
Mgrs. Investment Group San Francisco Office 90 New Montgomery St, San Francisco, CA 94105 88850xxxx3
Byron E. Valles 1 Front St Fl 11, San Francisco, CA 94111
41561xxxx6 add********@f************.com
Gridley Associates Inc 580 California St Ste 1600, San Francisco, CA 94104
41539xxxx0 inf*@g****************.com
Aapex Property Management 3526 Investment Blvd Suite 212, Hayward, CA 94545
51029xxxx0 aap************@g****.com 4.1 92 125 12
California Commercial Invstmnt 300 Frank H Ogawa Plz Ste 340, Oakland, CA 94612
51026xxxx0 aba****@c**************.com 5 16 107 116
Dino Zuzic, Broker Associate - Compass Real Estate 600 California St 11th Fl, San Francisco, CA 94108
41531xxxx6 din*@d********.com 4.6 822 89492 4 99000
Bessemer Trust Private Wealth Management San Francisco CA 101 California St Ste 2500, San Francisco, CA 94111
41529xxxx0 bes********************@a*********.email 15
Defined Financial Planning 2413 Webb Ave Ste B Alameda, CA 94501
51020xxxx5 eve***@d**************.com 5 1 130 2 143
Gary Berg - Private Wealth Advisor, Ameriprise Financial Services 1333 N California Blvd Ste 630, Walnut Creek, CA 94596
92529xxxx0 ang*******@a***.com 34 35
Global Investment Company 300 Frank H Ogawa Plz Ste 253, Oakland, CA 94612
51083xxxx0 cat**@g*****************.net 147
Davis Skaggs Investment Management 1 Sansome St, San Francisco, CA 94104 41598xxxx3 bar*@s*********.com
Edward Jones - Financial Advisor: Joe Trevino, CFP® 370 Highland Ave Ste 202, Piedmont, CA 94611
51065xxxx5 a.j*********@e**********.com 87631 100000
Marin Wealth Advisors 1901 Harrison St Ste 1100 Oakland, CA 94612
51021xxxx0 inf*@m******************.com 5 13 132 130
Wells Fargo Home Mortgage 420 Montgomery St Frnt, San Francisco, CA 94104
41539xxxx9 aar*********@w*********.com 2.3 3 5 5
Michael Griffin 111 Pine St, San Francisco, CA 94111
41524xxxx8 acc************@f************.com
Edward Jones - Financial Advisor: Reed Nothwang 100 Larkspur Landing Cir, Larkspur, CA 94939
41592xxxx9 a.j*********@e**********.com
Oh We Fancy 1901 Harrison St Ste 1100 Oakland, CA 94612
80077xxxx3 sal**@s******.com 4843
James B. Marchetti 111 Pine St, San Francisco, CA 94111
41529xxxx6 add********@f************.com
Jh Partners 451 Jackson St Fl 3, San Francisco, CA 94111
41536xxxx0 bau*@j*********.com 4.2 361 58431 64000
Madison Park Financial 155 Grand Ave Ste 1025, Oakland, CA 94612
51045xxxx4 bob@m******.com
Adelante Capital Management 1101 Marina Village Pkwy, Alameda, CA 94501
51098xxxx0 adm**********@m**********.com 5 1
Hip Investor 412 Mississippi St, San Francisco, CA 94107
41529xxxx8 ada*@h**********.com 1100
Stephens Investment Management 440 Pacific Ave, San Francisco, CA 94133
41567xxxx0 ada*@b****************.com
DHR Investment Counsel 5435 College Ave Oakland, CA 94618
51059xxxx0 d.r*****@d*********.com
DHR Investment Counsel Ltd. 5435 College Ave Ste 200, Oakland, CA 94618
51059xxxx0 d.r*****@d*********.com
Fama Capital Wealth Management 505 Montgomery St 11th Fl, San Francisco, CA 94111
41587xxxx8
Conversant Wealth Management 500 La Gonda Way, Danville, CA 94526
92543xxxx0 inf*@c***************.com
Pershing 100 Pine St, San Francisco, CA 94111
41577xxxx0 aag*******@p*******.com 3072 3200
Norm Bahramipour - Financial Advisor, Ameriprise Financial Services 100 Pringle Ave Ste 420, Walnut Creek, CA 94596
92547xxxx4 dns*****@a***.com
Simeon Properties Inc 655 Montgomery St, San Francisco, CA 94111
41598xxxx2 aba****@s*************.com
Royal Alliance Assoc Inc 21573 Foothill Blvd, Hayward, CA 94541 92594xxxx1
James Buckley 111 Pine St, San Francisco, CA 94111
41529xxxx9 acc************@f************.com
Scott Danilson - Financial Advisor, Ameriprise Financial Services 200 Pringle Ave Ste 550, Walnut Creek, CA 94596
92597xxxx0 dns*****@a***.com
Broadmark Asset Management 300 Drakes Landing Rd, Greenbrae, CA 94904
41592xxxx0 bam**********@b*************.com
Liberty Group 411 30th St Second Floor Oakland, CA 94609
51065xxxx0 amc*******@l**************.com 4.3 6 3.4 10 1008 4 1000
Vega Capital Group 1000 Marina Blvd, Brisbane, CA 94005
41531xxxx0 doe****@v**********.com
Angel Island Capital Services 1 Embarcadero Ctr Ste 2110, San Francisco, CA 94111
41561xxxx0 ama*******@a****.com
B Riley FBR 1 Embarcadero Ctr, San Francisco, CA 94111
41524xxxx0 aal*****@f**.com
Horn Investment Co 409 Primrose Rd, Burlingame, CA 94010 65034xxxx0
Bay Wealth Management - UBS Financial Services Inc. 555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104
41557xxxx1 abc***@u**.com
Balopole Investment Management Corp 1650 Borel Pl Ste 224, San Mateo, CA 94402
65057xxxx7 max@b*******.com
Edward Jones - Financial Advisor: Karl J Arias 1854 Tice Valley Blvd, Walnut Creek, CA 94595
92593xxxx1 a.j*********@e**********.com 87384 100000
Jeanmarie M. LaBonte 111 Pine St, San Francisco, CA 94111
41528xxxx0 add********@f************.com
Blume Capital 1708 Shattuck Ave Ste 3, Berkeley, CA 94709
51054xxxx4 amy********@b***********.com
Bivium Capital Partners 601 Montgomery St, San Francisco, CA 94111
41539xxxx0 c.m*****@b************.com
Brandywine Global Investment Management 155 Montgomery St Ste 1401, San Francisco, CA 94104
41577xxxx5 adr**********@t*****************.com
Householder Group 1001 Bayhill Dr, San Bruno, CA 94066
65061xxxx2 alu*******@h***************.com
Rich Estate Investment, LLC 2450 Washington Ave #100, San Leandro, CA 94577 51083xxxx8
Discovery Investments Inc 3521 Grand Ave, Oakland, CA 94610
51058xxxx0 inf*@d**********.com 3.2 34 108 3 112
4 50
Bob Jersin, CFA, CPA, MBA -Jersin Financial Services 931 Hartz Way Ste 120 Danville, CA 94526
92572xxxx0 bob@j**************.com 5 1
Hornstein Investment Co 505 Montgomery St, San Francisco, CA 94111
41539xxxx4 afa*****@l******.com
Koch Capital Management 3189 Danville Blvd, Alamo, CA 94507
92583xxxx4 jim@k**********.com 276
Ambata Securities 601 Montgomery St, San Francisco, CA 94111 41537xxxx0 aca**@j***.com
Zhong Wealth Management Group - UBS Financial Services Inc. 555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104
41596xxxx1 abc***@u**.com
TD Ameritrade 525 Market St, San Francisco, CA 94105
41585xxxx0 aam***********@t***********.com
Macfarlane Partners 201 Spear St, San Francisco, CA 94105
41535xxxx0 aha*****@m*****************.com
United Associates Investment Inc. 1580 Taraval St, San Francisco, CA 94116
41556xxxx8 a.c*******@u*****.com 2.6 5
Terramont Infrastructure Partners 535 Mission St, San Francisco, CA 94105
21257xxxx9 inf*@t*************.com
Gosho Financial Group 951 Mariners Island Blvd Ste 385, San Mateo, CA 94404
65037xxxx3 inf*@g*********.com
Merk Investments 455 Market St Ste 970, San Francisco, CA 94105
41559xxxx0 agm@m**************.com 206
Partech International 50 California St Ste 3600, San Francisco, CA 94111
41578xxxx9 aar************@c*******.com
Bornstein Law 507 Polk St Ste 410, San Francisco, CA 94102
41540xxxx1 and***@b********.law 4.6 173 4.4 20 1306 31 1500
Brian T. Chinn 111 Pine St, San Francisco, CA 94111
41536xxxx0 acc************@f************.com 90275 115000
Equity Remedy Financial 344 Thomas L Berkley Way Ste 3-F Oakland, CA 94612
51028xxxx7
Benford & Associates 2070 Mountain Blvd Oakland, CA 94611
80092xxxx8
Bay Ventures Group 101 California St, San Francisco, CA 94111
41590xxxx9
Interfunds 6251 Hollis St Emeryville, CA 94608 51059xxxx3
Stahl-Woolridge Investment Properties 105 2nd St, Oakland, CA 94607 51083xxxx9
Asti Financial Management
51052xxxx7 eil***@a************.com 4.7 3
Umpqua Bank 3938 24th St, San Francisco, CA 94114 41526xxxx0
Transformational Investing 2819 Regatta Dr, Oakland, CA 94601 51069xxxx1
AK Global Asset Management 1300 Clay St, Oakland, CA 94612
51046xxxx8 akw**@a**********.com
Ribera Investment Management 875 Island Dr, Alameda, CA 94502
51052xxxx2 joh*@r****************.com
Rick Gordon 111 Pine St, San Francisco, CA 94111
41524xxxx4 add********@f************.com
Jeffrey Windle - Financial Advisor, Ameriprise Financial Services 44 Montgomery St Ste 3100, San Francisco, CA 94104
41574xxxx0 dns*****@a***.com
Stephens Michael 1388 Sutter St Ste 725, San Francisco, CA 94109 41577xxxx1
Bff Capital Management 411 Borel Ave Ste 502, San Mateo, CA 94402 65057xxxx0 sup****@v***********.com
Edward Jones 935 Marina Village Pkwy Alameda, CA 94501 51052xxxx4 5 1
Ben Bernstein - Financial Advisor, Ameriprise Financial Services 44 Montgomery St Ste 3100, San Francisco, CA 94104
41528xxxx0 and************@a***.com 73 92
Compass Equity Advisors 101 Montgomery St Ste 1400, San Francisco, CA 94104 41532xxxx0
Jill Hollander Cfp 2608 9th St Ste 302, Berkeley, CA 94710 51084xxxx7 bpo*@f*******************.com
Earnest 535 Mission St, San Francisco, CA 94105
88860xxxx1 ac1*************************************@c******.gandi
Sean F. Bricmont 111 Pine St, San Francisco, CA 94111
41526xxxx2 add********@f************.com
FTV Capital 601 California St, San Francisco, CA 94108
41522xxxx0 aab*****@f*********.com
Pantheon Ventures Inc 600 Montgomery St Ste 2300, San Francisco, CA 94111
41524xxxx0 abl******@p***************.com
Kelly, Clifton 300B Drakes Landing Rd, Greenbrae, CA 94904
41544xxxx6
Citi-Core Development Inc 2354 Post St, San Francisco, CA 94115 41582xxxx0
Spruce Capital Partners 1 Maritime Plz, San Francisco, CA 94111
41551xxxx3 chi******@w***********.com
GBA Realty 1592 Yosemite Ave, San Francisco, CA 94124
41582xxxx1 dat*****************@i****.de 5 1
CIBC Private Wealth Management 3 Embarcadero Ctr, San Francisco, CA 94111
41543xxxx4 a.l***@a************.com
Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services 25 Orinda Way Ste 205, Orinda, CA 94563
92590xxxx0 dns*****@a***.com 398 10 390
Biscayne Venture Partners 1001 Bayhill Dr, San Bruno, CA 94066
65086xxxx0 abi*****@v***.com
Norwood Investment Partners Gp 100 Larkspur Landing Cir, Larkspur, CA 94939 41541xxxx6
Kera Capital Partners Sacramento, CA 95817
40866xxxx4 inf*@k******.com
Imprint Capital Advisors 353 Sacramento St, San Francisco, CA 94111
41598xxxx0 agr****@i*********.com
Edward Schuller - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx2 wms**********@r**.com 14743 16000
Stinson Capitol Management Investment Counsel 235 Montgomery St, San Francisco, CA 94104
41595xxxx6 ag@p*****************.com
U.S. Trust 555 California St Fl 7, San Francisco, CA 94104
41591xxxx8 a.n**@j******.gov 450261 469000
Rittmann Capital Management 2 Theatre Sq Ste 217, Orinda, CA 94563
92525xxxx5 ma**@r**************.com
Merrill Lynch Wealth Management 1995 University Ave, Berkeley, CA 94704
51054xxxx0 aas***********@m*.com
Hawley, Dan 1600 S Main St, Walnut Creek, CA 94596
92590xxxx0 inf*@h*************.com
Sensiba 5960 Inglewood Dr Ste 201 Pleasanton, CA 94588
92527xxxx0 aar**@s*****.com 1.7 7 461 51 474
Orinda Asset Management 4 Orinda Way, Orinda, CA 94563
92525xxxx0 cki*********@o**********.com
Laurel H. Norris 111 Pine St 7th Fl, San Francisco, CA 94111
41524xxxx2 acc************@f************.com 90275 115000
The Seizin Group 345 California St, San Francisco, CA 94104
41544xxxx3 rbc*********@r**.com
Mc Taylor Associates 1 Kaiser Plz Ste 1465 Oakland, CA 94612 51098xxxx2
Li Zhang Financial Services Inc 601 Montgomery St, San Francisco, CA 94111
41521xxxx4
IMK Investment LLC 1 Embarcadero CTR STE 500, San Francisco, CA 94111 41540xxxx0
Balance Financial Planning 5438 Shafter Ave Oakland, CA 94618
51084xxxx2 che***@b********.com 5 2
Umpqua Bank 450 Sansome St Ste 120, San Francisco, CA 94111
41526xxxx1 ana***************@u*********.com 3.2 14 4 1189 50651 669 49000
Kaplan, Gary J 3030 Bridgeway Ste 111, Sausalito, CA 94965 41533xxxx0
Pirates Payment Processing Solution Pittsburg, CA 94565 51035xxxx1
City National Bank 2001 N Main St Ste 120, Walnut Creek, CA 94596
92527xxxx0 aba*******@n*******.cnb 3.1 7 5371 151 5900
Gregory Ware - Financial Advisor, Ameriprise Financial Services 150 Post St Ste 530, San Francisco, CA 94108
41577xxxx3 dns*****@a***.com
Fremont Bank 1480 E 14th St, San Leandro, CA 94577
51061xxxx1 a@f**********.com 4.3 11 7265 335 7300
Nollenberger McCullough Investment Associates 100 Shoreline Hwy, Mill Valley, CA 94941
41595xxxx0 bru***@n******.com
Morgan Stanley Wealth Management 1 Sansome St Ste 1400, San Francisco, CA 94104 41598xxxx0 aar***********@m***********************.com
Fort Street Investment Corp. 425 California St, San Francisco, CA 94104 41539xxxx0
Grodin Financial Services 14515 Catalina St, San Leandro, CA 94577
51035xxxx5 545*************************************@w*****************.com
Pollak & Pollak Wealth Management - Ameriprise Financial Services 25 Orinda Way Ste 205, Orinda, CA 94563
92590xxxx0 dns*****@a***.com 2 400 10 392
Growth Capital Management 985 Moraga Rd Ste 208, Lafayette, CA 94549 92531xxxx0
Alamin Sutter Investments 256 Sutter St, San Francisco, CA 94108 41536xxxx3
Park Street Capital 500 Washington St Ste 325, San Francisco, CA 94111
41527xxxx8 bse***@p****************.com
Pinecrest Capital Funding 340 Pine St Ste 300, San Francisco, CA 94104 41528xxxx2 chi******@w***********.com
StackedLife Financial Strategies 1111 Broadway Fl 3 Oakland, CA 94607
92923xxxx8 dan*@s**********.com
Battery Ventures 901 Mariners Island Blvd, San Mateo, CA 94404 65037xxxx0
Arbor Capital 155 Bovet Rd Ste 406, San Mateo, CA 94402 65044xxxx5
Fortune Financial Security Group 3940 High St, Oakland, CA 94619
51033xxxx8
The Koda Investment Group 5906 Alameda Ave, Richmond, CA 94804 51077xxxx9
East West Bank 1301 Noriega St, San Francisco, CA 94122
41566xxxx3 a.j*********@e***********.com 6893 17 7700
Financial Connections Group 2608 9th St, Berkeley, CA 94710
51084xxxx7 bpo*@f*******************.com
Brouwer & Janachowski 1831 Tiburon Blvd, Belvedere Tiburon, CA 94920
41543xxxx0 cke****@f**********.com
Wrapmanager Inc 319 Miller Ave, Mill Valley, CA 94941
41554xxxx4 can******@w**********.com 27
Thorne Asset Management 716 Montgomery St, San Francisco, CA 94111
41559xxxx1 abh*****@b*****************.com 582604 46
Brownstone Investment Company 300 Montgomery St Ste 435, San Francisco, CA 94104 41539xxxx0
Edward Jones - Financial Advisor: Jerry Ostrander 370 Highland Ave, Piedmont, CA 94611
51054xxxx9 a.j*********@e**********.com 87631 100000
Hawk Hill Wealth Management Group 1331 N California Blvd Ste 650, Walnut Creek, CA 94596
92527xxxx2 haw*****@r**.com 2
Shum Financial Group 1402 Park St Ste E Alameda, CA 94501
51074xxxx2 cli**@s************.com
Siebert Brandford Shank & Company 1999 Harrison St Ste 2720, Oakland, CA 94612 51064xxxx5
Farley, Kerry 300B Drakes Landing Rd, Greenbrae, CA 94904
41544xxxx5 mat**************@r**.com 15
Marin Financial Advisors 80 E Sir Francis Drake Blvd Ste 1A, Larkspur, CA 94939
41592xxxx2 adv***@m******.com
Nightingale Financial Advisory 1900 S Norfolk St, San Mateo, CA 94403 65084xxxx0
The Kranefuss Group 90 Throckmorton Ave, Mill Valley, CA 94941 41538xxxx2
Jerry Ostrander - Edward Jones 370 Highland Ave Piedmont, CA 94611
51054xxxx9 a.j*********@e**********.com 5 6 87657 100000
Daulat 30920 Huntwood Ave Ste 203 Hayward, CA 94544
34787xxxx5 ric*@d******.com 2567 2900
Cortese Investment Company 3595 Mt Diablo Blvd, Lafayette, CA 94549 92528xxxx3
Leo Epp Company 703 Market St Ste 1706, San Francisco, CA 94103
41598xxxx5 dom************@a*.jll 3.8 5
Nikko Systems Solutions Ltd 1875 S Grant St, San Mateo, CA 94402
65034xxxx0 abh***********@k***.com
Bailard Inc 950 Tower Ln Ste 1900, Foster City, CA 94404
65065xxxx0 acr******@b******.com
NWK Group 50 California St Ste 1500, San Francisco, CA 94111
41524xxxx0 chu****@n*******.com 5 1
Trilogy Asset Management 550 Hartz Ave Ste 200, Danville, CA 94526 92585xxxx8
970 Geary Entry Gate 970 Geary St, San Francisco, CA 94109 41593xxxx3
Kinkosha Inc. 660 Sacramento St, San Francisco, CA 94111
41576xxxx5 ali*******@f****.com
Industry Ventures 522 Washington St, San Francisco, CA 94111
41527xxxx1 acc****@i***************.com 5 8 349 63 353
Coit-Gemmer Capital Management 1655 N Main St Ste 270, Walnut Creek, CA 94596 92594xxxx0
Habib Amir 22 Sugarloaf Ter, Alamo, CA 94507 92594xxxx1
Entrepreneurs Fund Management Service 1927 Bridgepointe Pkwy, San Mateo, CA 94404
65038xxxx0 624 617
Van Wagoner Capital Management 755 Sansome St, San Francisco, CA 94111 41583xxxx0
Hunt Investment Co 240 Tamal Vista Blvd, Corte Madera, CA 94925
41592xxxx5 adi****@a*********.com
Transamerica Corporation 600 Montgomery St, San Francisco, CA 94111
41598xxxx0 agn*********@t***********.ca
Nicole Simoni - Financial Advisor, Ameriprise Financial Services 1333 N California Blvd Ste 630, Walnut Creek, CA 94596
92529xxxx0 cyn*************@a***.com
Oakland Silver & Gold 3929 Piedmont Ave Oakland, CA 94611
51060xxxx6 osg****@g****.com 4.6 83
Lenme Inc 1111 Broadway Ste 300, Oakland, CA 94607
41554xxxx0 aar**********@f************.com 6524 6900
Fit Inc 2673 77th Ave, Oakland, CA 94605 51063xxxx1
TNL Car Title Loans 2811 Mission St Ste 1, San Francisco, CA 94110
41565xxxx7 3ce*************************************@w*****************.com
Investment House Realty 260 Los Altos Dr, Kensington, CA 94708 51052xxxx7
Desmond Wealth Management, Inc. 1850 Mt Diablo Blvd Ste 630, Walnut Creek, CA 94596
92593xxxx4 des***********@d************.com
GI Partners 188 The Embarcadero Ste 700, San Francisco, CA 94105
41568xxxx0 agn**@g*********.com
Mosher & Ellis Financial, Inc. 3658 Mt Diablo Blvd Ste 210, Lafayette, CA 94549
92528xxxx0 inf*@m*************.com
Douglas R. Clough 111 Pine St, San Francisco, CA 94111
41528xxxx4 add********@f************.com
FSC Securities 1330 Arnold Dr Ste 249, Martinez, CA 94553 92537xxxx0
Accuvest Global Advisors 3100 Oak Rd, Walnut Creek, CA 94597
92593xxxx2 acc*****@a*******.com
Ascension Wealth Partners 391 Taylor Blvd, Pleasant Hill, CA 94523
92579xxxx0 jsm***@a**********.com
Financial Network Investment Corp 9074 Broadway Ter, Oakland, CA 94611 51045xxxx4 bea*@c*********.com
Infinity Financial Services 211 10th St Ste 338, Oakland, CA 94607 51058xxxx0
Sampson Investment Management 145 E Prospect Ave, Danville, CA 94526
92574xxxx9 pat****@s*****************.com
Bay Area Investment Company, Inc. 2648 International Blvd Ste 800, Oakland, CA 94601 51053xxxx8
Alina Bocu 111 Pine St, San Francisco, CA 94111 41526xxxx5
Progressive Asset Management Inc 499 14th St, Oakland, CA 94612
51028xxxx9 abl***@s*******.com
Umpqua Bank 1450 Chapin Ave Ste 1, Burlingame, CA 94010
65034xxxx3 ago******@w*************.org
Phocas Financial Corp 980 Atlantic Ave Ste 106, Alameda, CA 94501
51052xxxx0 cec*********@p**************.com
Financial Connections Group Inc. 21 Tamal Vista Blvd Ste 105, Corte Madera, CA 94925
41592xxxx1 bpo*@f*******************.com
Seidler / Cattich Group 345 California St, San Francisco, CA 94104
41544xxxx5
Fremont Group 199 Fremont St, San Francisco, CA 94105
41551xxxx1 aal******@f***********.com
Cogo Wolf Asset Management 301 Clay St, San Francisco, CA 94111 41543xxxx0
Secure Your Future 7901 Oakport St Ste 2800 Oakland, CA 94621
51086xxxx9 adm**@w*****************.com 4.8 889 23788 11713 28000
JW Harrison Financial Advisors 1655 N Main St Ste 390, Walnut Creek, CA 94596 92527xxxx1
Brian Addington - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx9 bri************@r**.com
TIAA Financial Services 4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111
88884xxxx9 acc******************@t***.org 1 2 90938 529 91000
Park Hill Group 101 California St, San Francisco, CA 94111
41527xxxx0 ade**@p************.com
Lula Financial 66 Franklin St Fl 3 Oakland, CA 94607
41563xxxx7 ami*@l************.com 4.2 19 5 45
Brian Addington 111 Pine St, San Francisco, CA 94111
41536xxxx4 add********@f************.com
Focused Finances 286 Santa Clara Ave, Oakland, CA 94610
51076xxxx1 ji**@f**************.com 259 2
Tradewinds Investment Management LP 3 Harbor Dr, Sausalito, CA 94965 41528xxxx0
BG Asset Management 2801 Pinole Valley Rd Ste 210, Pinole, CA 94564
51074xxxx1 mar********@b***.us 4.1 31 5113 93 5200
Merrill Lynch Wealth Management 101 California St 24th Fl, San Francisco, CA 94111 41527xxxx0 ale*********@m*.com
Tom Beaty 111 Pine St, San Francisco, CA 94111
41526xxxx8 add********@f************.com
Ferris Robert L 580 California St, San Francisco, CA 94104
41557xxxx9 bry*************@r**********.com
Catamount Ventures Management 400 Pacific Ave, San Francisco, CA 94133
41527xxxx0 inf*@c****************.com
Catalyst Financial Planning & Investment Management 70 Washington St Ste 203 Oakland, CA 94607 51054xxxx1
Core Asset Management 108 Caledonia St, Sausalito, CA 94965
41533xxxx0 jnm********@c********.com
Amaral Financial Planning San Jose, CA 95123
40879xxxx9 ama*********@p*********.is 5 44
Guneet Bains-Ajmani-Private Client Advisor 1333 N California Blvd, Walnut Creek, CA 94596
92546xxxx0 abc*******@b************.com
Thrive Wealth Advisors - Ameriprise Financial Services 1 Kaiser Plz Ste 455 Oakland, CA 94612
51089xxxx0 dns*****@a***.com
Kevin Douglas 111 Pine St, San Francisco, CA 94111
41529xxxx1 add********@f************.com 90275 115000
Tomas Jansson 111 Pine St, San Francisco, CA 94111
41524xxxx5 add********@f************.com
Gifford Fong Associates 3658 Mt Diablo Blvd Ste 200, Lafayette, CA 94549
92529xxxx0 pxx****@g****.net
BTR Capital Management Inc 550 Kearny St Ste 990, San Francisco, CA 94108 41598xxxx0
Wilson & Boucher Capital Management 13 El Camino Moraga, Orinda, CA 94563
92524xxxx0 ben@w************.com
Rosewood Capital 1 Maritime Plz Ste 1575, San Francisco, CA 94111
41536xxxx6 ann*@r**********.com
Umpqua Bank 450 Sansome St, San Francisco, CA 94111 41526xxxx1
Beatty, Kimberly 1331 N California Blvd, Walnut Creek, CA 94596
92527xxxx5
City National Rochdale 455 Market St, San Francisco, CA 94105
41547xxxx4 abo******************@c**.com 281 4 327
Financial Avengers 505 Fourteenth Street Ste #310 Oaklan, CA 94612 41577xxxx4 5 2
O'Brien-Kiernan Investment Co 220 Montgomery St Ste 1050, San Francisco, CA 94104
41577xxxx6 inf*@o************.com 2 1
Golden Gate Personal Financial Planning 235 Montgomery St, San Francisco, CA 94104
41534xxxx9 inf*@g****.com
Edward Jones - Financial Advisor: Marcos Palma Garcia 3021 Citrus Cir Ste 275, Walnut Creek, CA 94598
92593xxxx9 a.j*********@e**********.com 87384 100000
Cdm & Associates 1600 Broadway Oakland, CA 94612 51083xxxx0
Phil Economopoulos - Raymond James 575 Market St, San Francisco, CA 94105
41553xxxx0 aar************@r***********.com
VS Financial Planning 142 Sansome St, San Francisco, CA 94104
41581xxxx3 961*************************************@w*****************.com 39
Hanson & Associates 2121 N California Blvd Ste 290, Walnut Creek, CA 94596
92573xxxx2 ron@h****************.com
De Luchi Investment Management 2952 Gibbons Dr, Alameda, CA 94501
51052xxxx2 d.s******@d******.com
Sterne Agee Financial 20 Sunnyside Ave, Mill Valley, CA 94941
41588xxxx9 abh****@s*********.com
Diane Kohler 111 Pine St, San Francisco, CA 94111
41536xxxx4 add********@f************.com
Grealish Investment Counseling 1710 S Amphlett Blvd, San Mateo, CA 94402
65095xxxx8 ken*@g*********.com
Magnus Du Borg-RBC Wealth Management Financial Advisor 1331 N California Blvd, Walnut Creek, CA 94596
92527xxxx2 haw*****@r**.com
Sfa Management Corp 44 Montgomery St, San Francisco, CA 94104 41536xxxx0
Poplar Global Wealth Management 318 Westlake Ctr, Daly City, CA 94015
65075xxxx0 adm**@p***.com
The Hoffman Xu Group 345 California St, San Francisco, CA 94104
41544xxxx3 joh*******@c*.rbcwealthmanagement
Cambier Investment Management 1188 River Rock Ln, Danville, CA 94526 92583xxxx0 deb**@c****************.com
5 A Capital 268 Bush St, San Francisco, CA 94104
41563xxxx5 inf*@5********.com
Catalyst FPIM Corp 70 Washington St Ste 203, Oakland, CA 94607 51054xxxx1
Glass Lewis & Co 255 California St, San Francisco, CA 94111
41567xxxx0 aan*****@g*********.com
DURR Enterprise Corporation 4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111 86672xxxx8
Edward Jones - Financial Advisor: Christopher Lightner 1150 Ballena Blvd #100, Alameda, CA 94501
51052xxxx4 a.j*********@e**********.com 5 1 87631 100000
Lahtinen, Eric Ameriprise Financial 455 Market St Ste 1480, San Francisco, CA 94105 41577xxxx9
Edward Jones - Christopher Lightner 1150 Ballena Blvd Ste 100 Alameda, CA 94501
51052xxxx4 a.j*********@e**********.com 5 2
J & J Design House Suisun City, CA 94534
jnj***********@g****.com 5 1
Friedman B 100 Drumm St, San Francisco, CA 94111 41524xxxx0 abc@f**.com
Optima Investments Inc 288 Beach St, San Francisco, CA 94133
41567xxxx0
The Riverside Co. 455 Market St, San Francisco, CA 94105
41534xxxx1 aab********@r***************.com
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services 1900 Ofarrell St Ste 180, San Mateo, CA 94403
65059xxxx0 ani*********@a***.com 396 416
Housatonic Partners 1 Post St Ste 2600, San Francisco, CA 94104
41595xxxx0 ala*******@h*****************.com
Berman Capital 2350 Taylor St, San Francisco, CA 94133
41534xxxx0 cas**@b********.com
Grubman Financial Consulting Serving theAlameda Area 51088xxxx0
Central Financial Management 456 Montgomery St, San Francisco, CA 94104 41539xxxx8
Morgan Stanley 1999 Harrison St, Oakland, CA 94612
51083xxxx0 acm***********@m************.com
Beros Capital Advisors 53 Elrod Ave Oakland, CA 94618 51065xxxx7
Eastbaylanding 1721 Broadway Ste 201 Oakland, CA 94612 51064xxxx4
Uplift Investing 308 Catalina Blvd, San Rafael, CA 94901
21292xxxx5 con****@u**************.com 28
Karp Capital Management 221 Caledonia St, Sausalito, CA 94965
41534xxxx5 and*@k**********.com
Horizon Holdings 101 Clay St, Oakland, CA 94607 41578xxxx0 axx*****@w**********.com 4.4 689 693384 10709 16
David Dudek 111 Pine St, San Francisco, CA 94111
41583xxxx3 acc************@f************.com
American Express Oakland, CA 94601 51053xxxx1
Stifel 100 Pine St Ste 1750, San Francisco, CA 94111
41539xxxx7 abb****@s*****.com 4751 5200
Flagstar Bank 100 Pine St Ste 1525, San Francisco, CA 94111 41598xxxx4 aar********@f*******.com
Bill Pezick 400 Evelyn Ave, Ste 299, Albany, CA 94706
51052xxxx1
Farmhouse Investment Management 700 Larkspur Landing Cir, Larkspur, CA 94939 41552xxxx1
Fremont Bank 3549 Castro Valley Blvd, Castro Valley, CA 94546
51051xxxx1 a.a*****@f**********.com
Shelley M. Gill 111 Pine St, San Francisco, CA 94111
41526xxxx2 add********@f************.com
Gilliard Barbara S 254 Miller Ave, Mill Valley, CA 94941 41538xxxx0 bar*************@e*****************.com
Anne B. Golden 111 Pine St, San Francisco, CA 94111
41528xxxx1 add********@f************.com
West Asset Management Park 900 Larkspur Landing Cir, Larkspur, CA 94939 41592xxxx3
Charles Truong-Wealth Financial Advisor 15075 Farnsworth St, San Leandro, CA 94579
51036xxxx7 aab****@b************.com 40848 177 41000
Verity Wealth Advisors 220 Halleck St, San Francisco, CA 94129
41556xxxx0 and***@v***********.com
Fortisure Ventures 88 Kearny St, San Francisco, CA 94108 41539xxxx0
Lawndale Capital Management 591 Redwood Hwy Frontage Rd Ste 2345, Mill Valley, CA 94941
41538xxxx8 inf*@m*******.com
Cortese Investment Company 21 Lafayette Cir, Lafayette, CA 94549
92528xxxx7 j_c******@c*************.mobi 4.2 17 1449 658 1500 5 1
Farnsworth Search Group 505 Montgomery St, San Francisco, CA 94111
41587xxxx3 joh*@f***************.com
Greta Tseng - BQ Realty 3080 Olcott St Ste D232 Santa Clara, CA 95054
51076xxxx5 aar********@g****.com
Discovery Investment Inc. 3666 Grand Ave Ste C, Oakland, CA 94610
51058xxxx0 inf*@d**********.com 3.2 34 108 3 112
Trainer Wortham & Company 111 Pine St, San Francisco, CA 94111 41528xxxx0
Access Capital Management 100 Tamal Vista Blvd, Corte Madera, CA 94925 41592xxxx4
Abunda Financial 2656 Bridgeway, Sausalito, CA 94965
41533xxxx4 inf*@a**************.com
Blaylock Robert Van 350 Frank H Ogawa Plz Ste 1000, Oakland, CA 94612
51020xxxx0 aav***@b******.com
Joyce Wong - Ameriprise Financial Services 1 Kaiser Plaza Ste 455 Oakland, CA 94612
51089xxxx0 car************@a***.com
Financial Technology Partners 601 California St, San Francisco, CA 94108
41551xxxx0 aar******@f*********.com 72 74
J B Investment Company 1220 Howard Ave, Burlingame, CA 94010 65023xxxx5
Progressive Asset Management Inc 520 3rd St Ste 204, Oakland, CA 94607
51062xxxx2 dj**@p*************************.com
Jake Cleary-Bancwest Investment Services Financial Advisor 2023 Mountain Blvd, Oakland, CA 94611
51056xxxx3 aab****@b************.com 40848 177 41000
Joe Delaney, Robertson Stephens 455 Market St Ste 1600, San Francisco, CA 94105 41550xxxx0 abl**@r********.com 995 8 1000
Pequot Capital Management 1 Market Plz Ste 1700, San Francisco, CA 94105
41584xxxx0 ave*****@s************.com
Sequoia Investment Management Corp 2828 Greenwich St, San Francisco, CA 94123 41544xxxx5
Perkins Investment Management 3629 Sacramento St, San Francisco, CA 94118
41535xxxx4 abc*******@j*************.com
DC Advisory 425 California St, San Francisco, CA 94104
41596xxxx0 dan**********@d*********.com
Edward Jones - Financial Advisor: Parker T Austin 1628 California St, San Francisco, CA 94109
41540xxxx5 a.j*********@e**********.com 87631 100000
Allspring Global Investments 525 Market St, San Francisco, CA 94105
86687xxxx5 abe***********@a**************.com
Simos, Theodore 1331 N California Blvd, Walnut Creek, CA 94596
92527xxxx6
Noroian Capital Management 3685 Mt Diablo Blvd Ste 353, Lafayette, CA 94549 92529xxxx0
Rosenberg Investment Management 4 Orinda Way, Orinda, CA 94563
92525xxxx4 a.l*******@a*****.com
Yousef Reality Investments 29A Cambon Dr, San Francisco, CA 94132 41558xxxx1
Easyaum Inc 1720 S Amphlett Blvd, San Mateo, CA 94402
65039xxxx6 ava******@e******.com
Stubbs, Eric 345 California St, San Francisco, CA 94104
21270xxxx5 wms**********@r**.com 14743 16000
Protected Investors Of America 1766 Bonanza St, Walnut Creek, CA 94596
92593xxxx6 afa****@p*****************.com
Amber Investment Co 132 9th St Ste 200, Oakland, CA 94607
51089xxxx0 ste*********@a**************.com
Index Gurus 5350 Paso Del Rio Way, Concord, CA 94521
92535xxxx0 far**@i*********.com 5 47
Ftv 555 California St, San Francisco, CA 94104
41522xxxx0 aab*****@f*********.com
Carrick Bend Advisors 72 E 3rd Ave Ste 3, San Mateo, CA 94401 65029xxxx0
Philadelphia Financial Management 450 Sansome St, San Francisco, CA 94111 41535xxxx9
Elm Advisors 1860 El Camino Real Ste 200, Burlingame, CA 94010
65069xxxx3
The Finance Group 1101 Marina Village Pkwy, Alameda, CA 94501
51076xxxx0 hq@t**********.com 5 9 12
Arcline Investment Management LP 4 Embarcadero Ctr, San Francisco, CA 94111
41580xxxx0 a.w*****@p*********.com
Bretton Fund 535 Mission St, San Francisco, CA 94105
41573xxxx0 deb***********@b**********.com
Delrue-McGuire, Nathalie 345 California St, San Francisco, CA 94104
65025xxxx2 nat********************@r**.com
Edward Jones - Financial Advisor: Samantha Dinh 2065 Mountain Blvd, Oakland, CA 94611
51033xxxx0 a.j*********@e**********.com 85136
Cattich, Gary 345 California St, San Francisco, CA 94104
41544xxxx4 rbc*********@r**.com
Nickel, Mark R 345 California St, San Francisco, CA 94104
41544xxxx3 joh*******@c*.rbcwealthmanagement 12807
Honorway Investment 388 Market St Ste 1568, San Francisco, CA 94111
41595xxxx1 jsm***@p*********.cbre
Burrill & Company 1 Embarcadero Ctr Ste 2700, San Francisco, CA 94111
41559xxxx0 eve*******@m****.com
Talkot Partners 30 Liberty Ship Way, Sausalito, CA 94965
41533xxxx0 aki*@t*****.com
Pearl Investment Co 350 Gough St, San Francisco, CA 94102 41586xxxx0
King & Company Investment Management Inc 142 Sansome St, San Francisco, CA 94104 41598xxxx8
Quin Oaks Investment Group 25 Orinda Way, Orinda, CA 94563
92588xxxx4 jus***@q*******.com
Morgan Stanley Wealth Management 181 2nd Ave, San Mateo, CA 94401 65034xxxx0
Raymond James Financial Services Inc 199 Fremont St, San Francisco, CA 94105
41548xxxx1 aar************@r***********.com 17482 18000
Advisor Partners 2185 N California Blvd, Walnut Creek, CA 94596
41547xxxx7 ama******@a**************.com
Minjoo Lee, CPA 2950 Merced Street Suite 102D San Leandro, CA 94577 41525xxxx1 5 2
Stafford Capital Management 275 Battery St, San Francisco, CA 94111
41536xxxx0 inv*******@s**************.com
PFK Development Group LTD 301 Mission St Apt 36C, San Francisco, CA 94105 41539xxxx5 inf*@c*****************.com
Blossom Investment Management 100 Larkspur Landing Cir, Larkspur, CA 94939 41592xxxx2
Flagstar Bank 300 Drakes Landing Rd, Greenbrae, CA 94904
41592xxxx5 aar********@f*******.com
ROMAR Wealth Management 600 Grand Ave Ste 301 Oakland, CA 94610
51081xxxx9 5 13
Morgan Stanley 1333 N California Blvd, Walnut Creek, CA 94596
92593xxxx0 aal*******@m************.com 112831 3036
Healthcare Financial Management Association 845 Jackson St, San Francisco, CA 94133
70853xxxx0 ab@h***.org 3.6 63 4.9 71 40 11000
Empire Financial 150 California St, San Francisco, CA 94111 41521xxxx2
Triple Tree 1485 Bay Shore Blvd Ste 11, San Francisco, CA 94124 41540xxxx1
Morris Capital Management Inc 2550 Scott St, San Francisco, CA 94115
41556xxxx0 bra*@m**********************.com
MassMutual Northern California 3003 Oak Rd Ste 250, Walnut Creek, CA 94597
92597xxxx0 aaz*****@f*************.com 5 1 4.9 17 562 129 558
The Access Fund 44 Montgomery St, San Francisco, CA 94104
41539xxxx0 aar**@a*********.org
Seville Real Estate & Mgmt Inc 2315 Lincoln Ave, Alameda, CA 94501 51024xxxx8
Securities America 555 California St, San Francisco, CA 94104
41557xxxx5 aad********@s****************.com
Umpqua Bank 50 California St, San Francisco, CA 94111
41524xxxx0 aam*********@u*********.com 50686 639 49000
Voce Capital Management 600 Montgomery St Ste 4300, San Francisco, CA 94111
41586xxxx0 hel**@r**********.com
Partnership Capital Growth 1 Embarcadero Ctr, San Francisco, CA 94111
41540xxxx0
Sun Life 2121 N California Blvd Ste 840, Walnut Creek, CA 94596 92593xxxx3 1 1
Alpha Shares Inc 1515 Oakland Blvd, Walnut Creek, CA 94596 92593xxxx1
Merrill Lynch Wealth Management 315 Montgomery St, San Francisco, CA 94104
56139xxxx8 ale*********@m*.com
Ameriprise Financial Advisors - Bak Chan & Associates 1 Kaiser Plz Oakland, CA 94612 51089xxxx0
Money Manager Review 1550 California St, San Francisco, CA 94109
41538xxxx1 d.w*****@m************.com
The Financial Advisory Group 299 Arguello Blvd, San Francisco, CA 94118
41575xxxx2 dbi*****@m**********.com
Asti Financial Management 1101 Marina Village Pkwy Sre 201 Office #275 Alameda, CA 94501
51052xxxx7 eil***@a************.com 4.7 3 4.5 17
Laura Afoa Insurance Services 1777 Borel Pl Ste 511, San Mateo, CA 94402
65021xxxx6 dan*****@a************.com 226
Frontier Wealth Strategies LP 1990 N California Blvd 8th Fl, Walnut Creek, CA 94596
92525xxxx4 car*@f***********************.com
Dagny Maidman 111 Pine St, San Francisco, CA 94111
41583xxxx9 add********@f************.com
Black Rock 400 Howard St, San Francisco, CA 94105
41559xxxx0 aam*********@b********.com
Sladek, Shawn 1331 N California Blvd, Walnut Creek, CA 94596
92594xxxx4 ali*************@m*.com
Robin Yoshimura 111 Pine St, San Francisco, CA 94111
41526xxxx3 add********@f************.com 90275 115000
Dennis Loo & Associates 21 Lafayette Cir, Lafayette, CA 94549 92596xxxx3 lbl******@w******************.com
Chang & Hardeman Real Estate 2226 MacArthur Blvd Ste 27283 Oakland, CA 94602
51048xxxx0
Phxa 2401 Kerner Blvd, San Rafael, CA 94901 41548xxxx0
Emeritus Investment Management 254 Miller Ave, Mill Valley, CA 94941
41538xxxx0 bar*************@e*****************.com
Emerson Human Capital Consulting, Inc. 2199 Harbor Bay Pkwy, Alameda, CA 94502
51054xxxx5 acc*******@e********.com 2.3 3
Polaris Financial Services Inc. 300 Tamal Plz Ste 175, Corte Madera, CA 94925
41592xxxx2 e@p***********.com 15 4400
The Carmichael Group 1331 N California Blvd Ste 650, Walnut Creek, CA 94596
92594xxxx0 wms**********@r**.com 12188 14000
Tatia Mac Kinnon - Private Wealth Advisor, Ameriprise Financial Services 100 Pringle Ave Ste 420, Walnut Creek, CA 94596
92547xxxx0 aud*************@a***.com 41 9 71
Contango Capital Advisors 456 Montgomery St Ste 2300, San Francisco, CA 94104 41567xxxx0 aag*****@z********.com 26414 25000
Harvest Properties 1400 Fashion Island Blvd, San Mateo, CA 94404 65052xxxx0
Trendcepts 151 Callan Ave Ste 308, San Leandro, CA 94577 51089xxxx0
Morgan Stanley Wealth Management 1 Sansome St Fl 38, San Francisco, CA 94104 41598xxxx0
Ensemble Capital Management 1350 Bayshore Hwy Ste 460, Burlingame, CA 94010
65069xxxx0 ari*@e**************.com
Litman Gregory Asset Mgt 4 Orinda Way, Orinda, CA 94563
92525xxxx9 ama**********************@l***.com
Deluna Partners 15 La Vuelta, Orinda, CA 94563
92525xxxx0 jdl@d*************.com
Chris Hays Wealth Management 237 Kearny St, San Francisco, CA 94108
41566xxxx9 con****@c**************.com
Ameriprise Financial Advisors 6101-A Colby St Oakland, CA 94618 51065xxxx0
Wellington Management 201 Clay St, San Francisco, CA 94111
41562xxxx0 aab*****@w*********.com
Franklin Resources, Inc 1 Franklin Pkwy, San Mateo, CA 94403
65031xxxx0 a.g*****@f****************.com
Afl-Cio Housing Investment Trust 1 Sansome St, San Francisco, CA 94104
41543xxxx4 apr****@a*********.com
Morgan Stanley Wealth Management 2 Theatre Sq, Orinda, CA 94563
92525xxxx7 a.c******@p********.com 113008 3046 130000
Samantha N Dinh, CFP - Paragon Financial Planning 550 Park St, Ste 105 Alameda, CA 94501
51022xxxx4 inf*@p*********.com 5 2 5 46
Bellagio Partners 300 Tamal Plz Ste 280, Corte Madera, CA 94925 41592xxxx0
Fuller & Thaler Asset Management Inc 411 Borel Ave Ste 300, San Mateo, CA 94402
65057xxxx4 afu****@f***********.com 4 4
California Bank & Trust 400 Thomas L Berkley Way, Oakland, CA 94612
51041xxxx0 aar**********@c***********.com 4.3 4 6542 9 6600
Catapult Advisors 33 New Montgomery St, San Francisco, CA 94105
41559xxxx0 apa**@c***************.com 71
Vitucci & Associates 877 Ygnacio Valley Rd Ste 220, Walnut Creek, CA 94596
92547xxxx0 car*****@d******************.com
Golden Bridge Capital Management 100 The Embarcadero, San Francisco, CA 94105 41535xxxx0
Albert J Heeg Investment Management 2231 Harbor Bay Pkwy, Alameda, CA 94502 51086xxxx0
Shum Financial Group - Cliff Shum, CFP 1402 Park St STE E, Alameda, CA 94501
51074xxxx2 bel**@s************.com
Edward Jones - Financial Advisor: Kathryn M Holland 1504 Encinal Ave Ste B Alameda, CA 94501
51052xxxx0 acc**********@e**********.com 5 2 87631 100000
Tom Mills 3685 Mt Diablo Blvd Ste 250, Lafayette, CA 94549 92531xxxx1
Edward Jones - Financial Advisor: Mark J Lavan, CFP® 18 E Blithedale Ave Ste 15, Mill Valley, CA 94941
41538xxxx3 a.j*********@e**********.com 87631 100000
Home & Investment Realty 445 Bellevue Ave, Oakland, CA 94610
51071xxxx6 ida*****@g****.com
Patricia Tanner & Assoc 1350 Treat Blvd Ste 250, Walnut Creek, CA 94597 92593xxxx6 aul****@f*****************.com
Guardian Investment Management 1120 Mar West St, Belvedere Tiburon, CA 94920 41593xxxx2 d-j@g*******.com
Emerge Financial Group 7677 Oakport St Ste 1060 Oakland, CA 94621
51056xxxx5 col**@e**************.com
Advantage Wealth 3189 Danville Blvd Ste 280, Alamo, CA 94507 92583xxxx0 dwi***@a**************.com
Leading Edge Investment Advisors 50 California St Ste 2320, San Francisco, CA 94111
41521xxxx0 a.-*****@l***.net
Castro Village Shopping Center 2516 San Carlos Ave, Castro Valley, CA 94546
51053xxxx4 ada*************@y****.com
Eric Stubbs - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
21270xxxx5 wms**********@r**.com 14743 16000
Greenhill Company Inc 600 Montgomery St, San Francisco, CA 94111
41521xxxx0 aab******@g********.com
John Ritchie - Financial Advisor, Ameriprise Financial Services 44 Montgomery St Ste 3100, San Francisco, CA 94104
41528xxxx0 and************@a***.com
The Zeka Group 1110 Burlingame Ave, Burlingame, CA 94010
65034xxxx5 inf*@a************.com
Joseph A. Seidler - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx3 rbc*********@r**.com 12806
Voleon Capital Management 2170 Dwight Way, Berkeley, CA 94704 51070xxxx0 a-k@v*****.com
David Shackelford - Branch Manager, Ameriprise Financial Services 100 Pringle Ave Ste 420, Walnut Creek, CA 94596
92598xxxx8 dav****************@a***.com 77 77
Edward Jones - Financial Advisor: Damon Liang 2000 Van Ness Ave Ste 714, San Francisco, CA 94109
41577xxxx0 a.j*********@e**********.com 87631 100000
TD Ameritrade 1383 S Main St, Walnut Creek, CA 94596
92528xxxx0 aam***********@t***********.com 646215 192 658000
Allied Brokers Pleasanton, CA 94566
92533xxxx0 5 2
Bob Goldman Financial Planning 180 Harbor Dr Ste 221, Sausalito, CA 94965
41533xxxx6 bob@b*********.com
McMorgan & Co 1 Front St, San Francisco, CA 94111
41578xxxx0 ade****@m*******.com
Rockpoint Group 1 Bush St, San Francisco, CA 94104
41543xxxx0 ach****@r*************.com
Millennium Financial 3001 Pleitner Ave Oakland, CA 94602 51069xxxx5
Edward Comar - Private Wealth Advisor, Ameriprise Financial Services 1333 N California Blvd Ste 630, Walnut Creek, CA 94596
92529xxxx0 dns*****@a***.com
Mept 475 Sansome Street 475 Sansome St, San Francisco, CA 94111
41539xxxx1 dat****************@h***.de 39287 174 41000
Umpqua Bank 1333 N California Blvd Ste SL30, Walnut Creek, CA 94596
92590xxxx9 abc*******@u*********.com 2.3 7 4 1189 50651 669 49000
Steven Spiesberger - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx4 wms**********@r**.com 14743 16000
Bersot Capital Management 1831 Tiburon Blvd, Belvedere Tiburon, CA 94920 41579xxxx5
Grand Jean Capital Management 1 Market Plz, San Francisco, CA 94105
41551xxxx0 ber*@g********.com
Dave Breslin 111 Pine St, San Francisco, CA 94111
41529xxxx7 add********@f************.com
Moore Cynthia Nowicki Certified Financial Planner 591 Redwood Hwy Frontage Rd, Mill Valley, CA 94941 41538xxxx5
Forrey, Matthew 1331 N California Blvd, Walnut Creek, CA 94596
92527xxxx0 car***************@r**.com
Gary Cattich - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx4 rbc*********@r**.com
Stoffer Wealth Advisors 345 West Portal Ave. Ste. 110, San Francisco, CA 94127
41570xxxx0
G F Xinde Investment Management 750 Battery St, San Francisco, CA 94111
80039xxxx0 aa@f************.com
Oster-Konigsberg Wealth Management - UBS Financial Services Inc. 555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104
41596xxxx3 abc***@u**.com
Luna Xu - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx4
Fremont Bank 1735 N Broadway, Walnut Creek, CA 94596
92595xxxx1 a@f**********.com 3.5 6 7265 335 7300
JMH Investment LLC 2450 Washington Ave, San Leandro, CA 94577 51056xxxx6
The Carbonell Forrey Wealth Management Group 1331 N California Blvd Ste 650, Walnut Creek, CA 94596
92527xxxx1 car***************@r**.com
Fairlead Financial Advisors 215 Reed Blvd, Mill Valley, CA 94941
41538xxxx0 joh*******@f**********.com
Rhodes And Fletcher 465 California St Ste 838, San Francisco, CA 94104
41536xxxx6 inf*@p*******************.com 17
SRI Wealth Management Group 345 California St, San Francisco, CA 94104
41544xxxx2 mic************@r**.com
Fashion Island Owner 1400 Fashion Island Blvd, San Mateo, CA 94404 65035xxxx7
Califrance Corporation 440 Grand Ave, Oakland, CA 94610
51045xxxx1 cal***********@p****.dreamhost
Aberdare Ventures LP 235 Montgomery St, San Francisco, CA 94104
41539xxxx2 hcp****@a*******.com
Sensiba 1900 S Norfolk St Ste 330 San Mateo, CA 94403
65035xxxx0 a@s*****.com
Edward Jones - Financial Advisor: Yvonne I Ceresa, CFP®|CFA® 1350 Arnold Dr Ste 100, Martinez, CA 94553
92533xxxx2 a.j*********@e**********.com 160 153
Dynamic Fund Management, LLC 655 Montgomery St Ste 540, San Francisco, CA 94111
41584xxxx3 ab@w**********.com
Union Financial Partners 2001 Union St Ste 270, San Francisco, CA 94123
41535xxxx0 a.t********@u*********.com
Modern Family Finance Oakland, CA 94612
41529xxxx6 hel**@g*********.co 5 8 269 273
Comerford Michael 315 Montgomery St, San Francisco, CA 94104
41539xxxx1 abd**@c*******.com
The FPI Group 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx4 joh*******@c*.rbcwealthmanagement 4 15
Community Investment Management 600 Montgomery St, San Francisco, CA 94111
41585xxxx3 aar****@c******.com
Terra Global Capital 220 Montgomery St, San Francisco, CA 94104
41540xxxx1 adm**@t*****************.com 720 740
Gemmer Asset Management 1655 N Main St Ste 280, Walnut Creek, CA 94596
92593xxxx0 anm**@g********.com
Kendall Financial Services 1508 San Pablo Ave, Pinole, CA 94564
51078xxxx1
Shana Hudson - Private Wealth Advisor, Ameriprise Financial Services 1 Sansome St Ste 3500, San Francisco, CA 94104
41594xxxx5 dns*****@a***.com 71 75
Fh One Inc. 1212 Broadway, Oakland, CA 94612 51062xxxx7 sup****@h*********.com 3300
Access Property Management 10955 San Pablo Ave, El Cerrito, CA 94530
51023xxxx1 inf*@f**************.com 5 1
Bedell Frazier Investment Counselling 200 Pringle Ave Ste 555, Walnut Creek, CA 94596
92593xxxx4 bar****@b***********.com 366 393
Bellwether Capital Management LLC 315 Montgomery St, San Francisco, CA 94104
41596xxxx1 aid**@b***********.com 60 4 60
Umpqua Bank 303 Corte Madera Town Ctr, Corte Madera, CA 94925
41578xxxx4 aam*********@u*********.com 4 1189 50650 669 49000
Ashley Evans 1 Front St 23rd Fl, San Francisco, CA 94111 41526xxxx6
Dixon Financial Svc 875 Las Trampas Rd, Lafayette, CA 94549
92528xxxx4 amy*@d*****.com
Bep Borel Investors 411 Borel Ave, San Mateo, CA 94402
65028xxxx0 ana****@e************.com
Council Financial & Insurance Services 425 Market St Ste 1600 San Francisco, CA 94105
92587xxxx2 her*@c***************.com 5 68 107
Ubs 555 California St Ste 4650, San Francisco, CA 94104
41535xxxx0 aar*******@u**.com 229155 242000
Rubicon Financial Partners 1151 Harbor Bay Pkwy Ste 135, Alameda, CA 94502 51052xxxx3 dwo**@r********.com
Mellon Financial Corp 525 Market St Fl 35, San Francisco, CA 94105 41539xxxx6
Cardinal Point Capital 220 Halleck St, San Francisco, CA 94129
41593xxxx2 *re*@c*******************.com
Raymond James Financial Services 1050 Marina Village Pkwy Ste 103 Alameda, CA 94501
51033xxxx5 aar************@r***********.com
The Reliant Group 556 Commercial St Fl 3, San Francisco, CA 94111
41578xxxx0 aan**@r***********.com 72
Modern Financial Planning 344 Thomas L Berkley Way M10 Oakland, CA 94612
51051xxxx9 doe*****@m*******.com 5 14 5 4
Cameron Kossen - Financial Advisor, Ameriprise Financial Services 200 Pringle Ave Ste 550, Walnut Creek, CA 94596
92597xxxx0 cam*************@a***.com 85
Roofstock Inc 2001 Broadway Suite 400, Oakland, CA 94612
80046xxxx6 age**@r********.com 14000
Spiesberger, Steven 345 California St, San Francisco, CA 94104
41544xxxx4 wms**********@r**.com 14743 16000
Trilogy Asset Management 801 San Ramon Valley Blvd, Danville, CA 94526
92585xxxx8
Delta Investment Management 555 Montgomery St Ste 1501, San Francisco, CA 94111
41524xxxx7 gxx***********@d******.com
Edward Jones - Financial Advisor: Terry Kotsatos 1301 Solano Ave Ste 201, Albany, CA 94706
51023xxxx5 a.j*********@e**********.com 87631 100000
Hammonds Investment Company 901 Sunvalley Blvd, Concord, CA 94520 92567xxxx7
Pantheon Ventures Inc 200 California St, San Francisco, CA 94111
41578xxxx9 ad@p**************.com
Canyon Equity 101 Larkspur Landing Cir Ste 310, Larkspur, CA 94939
41592xxxx0 cbu**@c***********.com
Hollis Street Investors 1480 64th St, Emeryville, CA 94608
51059xxxx0 abd*****@i****.com 164234 232000
Ba1 2201 Broadway 2201 Broadway, Oakland, CA 94612 51046xxxx9 a@w*****.com 4.9 98 4.3 987 340397 59358 13
Jane Capital Partners 505 Montgomery St Ste 2FL, San Francisco, CA 94111 41527xxxx0 bne****@j**********.com
Lowery Thomas 3685 Mt Diablo Blvd Ste 151, Lafayette, CA 94549 92528xxxx7
Trainer Wortham & Co Inc 475 14th St, Oakland, CA 94612
51044xxxx0 aad*****@c********.com 9503 10000
Edward Jones - Financial Advisor: Terry Kotsatos 11760 San Pablo Ave, El Cerrito, CA 94530
51023xxxx5 a.j*********@e**********.com 87631 100000
Infinity Financial Services 212 9th St, Oakland, CA 94607
51058xxxx0 bch**@m***********.com 2 3
East West Investment Group 345 California St, San Francisco, CA 94104
41544xxxx0 rbc*********@r**.com 14743 16000
Stewart & Patten Co 3675 Mt Diablo Blvd, Lafayette, CA 94549
41542xxxx2 dev******@c***************.com
Trillium Asset Management Co 100 Larkspur Landing Cir, Larkspur, CA 94939
41539xxxx6 ajo*******@t*************.com
Catherine Chen - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx8 mic************@r**.com
Galileo Planning Group Inc 1300 S El Camino Real Ste 510, San Mateo, CA 94402
65032xxxx0 jan*@g*******************.com
Skyknight Capital 1 Letterman Dr Bldg C, San Francisco, CA 94129 41552xxxx4 car*****@s***************.com
EP Wealth Advisors 244 California St, San Francisco, CA 94111
41598xxxx5 bxx**@e*******.com
Mary Kay Wright - Private Wealth Advisor, Ameriprise Financial Services 2233 Olympic Blvd, Walnut Creek, CA 94595
92595xxxx0 bec**************@a***.com
Valo Group 21 Columbus Ave, San Francisco, CA 94111 41579xxxx1 bb@v********.com
Fairview Capital 300 Drakes Landing Rd Ste 250, Greenbrae, CA 94904
41546xxxx0 and*@f**********.com
Securities America Inc 2440 Taraval St, San Francisco, CA 94116
41566xxxx0 aad********@s****************.com
Peter de Castro - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx8 rbc*********@r**.com 14743 16000
Fremont Bank 200 Townsend St, San Francisco, CA 94107
41548xxxx1 a@f**********.com 4.3 6 7265 335 7300
Thomas Fezler - Private Wealth Advisor, Ameriprise Financial Services 1333 N California Blvd Ste 630, Walnut Creek, CA 94596
92529xxxx0 cyn*************@a***.com 2
Storace Wealth Services 222 Railroad Ave, Danville, CA 94526 92531xxxx0
Talkot Capital 611 Folsom St, San Francisco, CA 94107 41533xxxx0
Investors Title 2363 Mariner Square Dr Alameda, CA 94501 51086xxxx2
Chris Chase 111 Pine St, San Francisco, CA 94111
41583xxxx3 add********@f************.com
Arch Capital Management 180 Harbor Dr, Sausalito, CA 94965
41533xxxx5 adm**@a**********.com
Sage Investment Management 3749 St Francis Dr, Lafayette, CA 94549 92528xxxx4
Kurt King - Financial Advisor, Ameriprise Financial Services 100 Pringle Ave Ste 420, Walnut Creek, CA 94596
92547xxxx5 aud*************@a***.com 148
Integrity Builders & Investments Concord, CA 94524 92576xxxx3 3.5 11
Wilson and Boucher Capital Management 533 Moraga Rd, Moraga, CA 94556
92524xxxx0 ben@w************.com
Maintain A Property Maintenance Service 2800 Van Ness Ave, San Francisco, CA 94109
41544xxxx7 ape***@a******.com 4.8 39 1881 285 1800
Flagstar Bank 435 Pacific Ave, San Francisco, CA 94133 41534xxxx0
Sterling Bank & Trust 735 Webster St Oakland, CA 94607
51083xxxx0 agl****@s***********.com 3.1 7
West Coast Financial 1814 Franklin St, Oakland, CA 94612
51086xxxx0 abe****@w*****************.com
Firm Directions Advisors 236 W Portal Ave, San Francisco, CA 94127 41556xxxx9
Morgan Stanley Wealth Management 101 California St, San Francisco, CA 94111
41569xxxx0 aar***********@m***********************.com
Thomas Van Dyck - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx4 mic************@r**.com
Golden Gate Advisors Inc. 1990 N California Blvd, Walnut Creek, CA 94596
92593xxxx2 dou****@g*****************.com
Terra Global Investment Management 1948 Green St, San Francisco, CA 94123
41521xxxx1 ang*****@t*****************.com
York Spence Wealth Group 1331 N California Blvd Ste 650, Walnut Creek, CA 94596
92594xxxx4
R Casteel & Company 10700 Macarthur Blvd Ste 11, Oakland, CA 94605 51063xxxx0
Steven Marquard Investment Advisor 2732 Haste St Apt 32, Berkeley, CA 94704 51031xxxx5
Aquitaine Wealth Management - UBS Financial Services Inc. 555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104
41595xxxx2 abc*******@u**.com
Envestnet 251 Lafayette Cir, Lafayette, CA 94549
92528xxxx0 abc***@e********.com
Nuveen Investments 1589 Brunswig Ln, Emeryville, CA 94608
51059xxxx9 aar*************@n*****.com 1816 2000
Umpqua Bank 440 Westlake Ctr, Daly City, CA 94015
65099xxxx5 aam*********@u*********.com 4 1189 50650 669 49000
Adams Adams & Morris Inc. Real Estate 2516 San Carlos Ave, Castro Valley, CA 94546
51053xxxx4 3.8 11
Beacon College Funding Solutions Inc 1326 Castro St, San Francisco, CA 94114
41555xxxx0 inf*@b*******************.com 36 2 57
Kevin Chung 111 Pine St, San Francisco, CA 94111
41526xxxx4 acc************@f************.com
Cassou Laurence P Dean Witter Reynolds Inc 1 Kaiser Plz, Oakland, CA 94612 51083xxxx0 aar***********@m***********************.com
PGIM Real Estate 4 Embarcadero Ctr, San Francisco, CA 94111
41539xxxx0
Third Rock Ventures 455 Mission Bay Blvd S Ste 575, San Francisco, CA 94158
41576xxxx0 aar**@t****************.com
Rubicon Financial Partners 1151 Harbor Bay Pkwy Alameda, CA 94502 51052xxxx3
Pacific Excel Wealth Advisors 925 Ygnacio Valley Rd Ste 200, Walnut Creek, CA 94596 92546xxxx5
Arlington Investment Co 1521 5th St, Berkeley, CA 94710 51065xxxx2
Financial Network Investment Corp 760 Market St, San Francisco, CA 94102 41539xxxx9 1959 109 2200
Rob Engeldinger-Private Client Advisor 1333 N California Blvd, Walnut Creek, CA 94596
92532xxxx9 aab****@b************.com
Insurance Center Helpline 201 Spear St Ste 1100, San Francisco, CA 94105
41599xxxx1 inf*@i****************.com 4.3 18 3112 20
Morgan Stanley 216 Lorton Ave, Burlingame, CA 94010
65034xxxx0 aal*******@m************.com 112831 3036
Reserve Interests & Management Inc 3685 Mt Diablo Blvd Ste 251, Lafayette, CA 94549 92528xxxx0
Alambic Investment Management 655 Montgomery St Ste 1905, San Francisco, CA 94111
41549xxxx0 ari******@a********.com
E11 UNLIMITED ENTERPRISES 8105 Edgewater Dr Northwing Ste 120 Oakland, CA 94621
51069xxxx1
Stifel Nicolaus & Company Inc 1 Montgomery St Ste 3700, San Francisco, CA 94104
41536xxxx0 abb****@s*****.com
Mt Eden Investment Advisors 425 California St Ste 2450, San Francisco, CA 94104 41528xxxx0 bha*****@m***********.com
Peninsula Wealth, LLC 350 Townsend St Ste 411, San Francisco, CA 94107
65047xxxx3 a@p**************.com
Jes Investments 2246 San Jose Ave Alameda, CA 94501 51052xxxx1
Merrill Lynch Wealth Management 101 S Ellsworth Ave, San Mateo, CA 94401
65057xxxx0 ban********************@m*.com 3 2
Diablo Investment Co 402 Railroad Ave Ste 202, Danville, CA 94526 92585xxxx4
Securities America 1801 Tiburon Blvd Ste 200, Belvedere Tiburon, CA 94920
41588xxxx6 aad********@s****************.com
Hugh Beecher 111 Pine St, San Francisco, CA 94111
41524xxxx3 add********@f************.com
Kinetic Asset Management 625 Market St Ste 500, San Francisco, CA 94105
41535xxxx0 har******@a*******.com
RBC Wealth Management 1999 Harrison St, Oakland, CA 94612
51026xxxx0 cli**********@r**.com 14743 16000
Burton Enright Welch 1850 Mt Diablo Blvd Ste 335, Walnut Creek, CA 94596
92593xxxx0 ado*******@b********.com
Private Wealth Partners 591 Redwood Hwy Frontage Rd, Mill Valley, CA 94941
41546xxxx0 asa**@p*****.com
Archvest Wealth Advisors 2820 Shadelands Dr Ste 130, Walnut Creek, CA 94598
92521xxxx0 bri**@a*********.com 425 425
Asa Pacific Real Estate Investment Corp 801 Montgomery St, San Francisco, CA 94133 41536xxxx7
ESO Fund 635 Mariners Island Blvd Ste 204, San Mateo, CA 94404
65026xxxx0 and***@e******.com
Thomas P. Collins - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx2 wms**********@r**.com 14743 16000
Jeffrey Orr 111 Pine St, San Francisco, CA 94111
41529xxxx2 acc************@f************.com
Talkot Partners 2400 Bridgeway Ste 200, Sausalito, CA 94965
41533xxxx0 aki*@t*****.com
Hilltop Financial 500 Airport Blvd, Burlingame, CA 94010 65049xxxx8 lxx*****@h*********************.com 5 6 43 48
Explorador Capital 1 Maritime Plz, San Francisco, CA 94111
41539xxxx0 and*@e*********.net
Grigsby & Associates Inc 311 California St Ste 320, San Francisco, CA 94104 41539xxxx3
Moloco 346 Rheem Blvd Ste 210, Moraga, CA 94556
92537xxxx2 inf*@m*************.com
Douglas Gapper - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx8 wms**********@r**.com 14743 16000
Goldman Sachs Personal Financial Management 900 Larkspur Landing Cir, Larkspur, CA 94939
41533xxxx3 dns******@c********.com
Keefe Bruyette & Woods Inc 101 California St Ste 3700, San Francisco, CA 94111
41559xxxx0 abc*****@k**.com
East West Bank 555 Montgomery St, San Francisco, CA 94111 41539xxxx2 a.j*********@e***********.com 3.6 10 6893 17 7700
Michael Cox - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx1
Edward Jones - Financial Advisor: Joe Trevino 370 Highland Ave Ste 202 Piedmont, CA 94611
51065xxxx5 acc**********@e**********.com 87631 100000
Brian Wells - RBC Wealth Management Financial Advisor 300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904
41544xxxx1 rbc*********@r**.com
Kelly Larkan 8 10th St, San Francisco, CA 94103 65051xxxx7
Westend Capital Management 86 Graham St Ste 100, San Francisco, CA 94129
41585xxxx6 amo*******@w****.com
San Leandro Investment Company 326 Pendleton Way, Oakland, CA 94621 51061xxxx1
Mic Management 100 Drumm St, San Francisco, CA 94111 41595xxxx4
Jackson Square Investment Management 1 Embarcadero Cv, Oakland, CA 94606 41598xxxx8
Neumann Capital Management 303 Vintage Park Dr, Foster City, CA 94404
65054xxxx0 car*****@n*************.com
Crane Cfp Kelly CLU CPA MBA 1407 Oakland Blvd Ste 108, Walnut Creek, CA 94596
92582xxxx3
Thomason Capital Management 300 Frank H Ogawa Plz Ste A10, Oakland, CA 94612 51076xxxx0
Edward Jones - Financial Advisor: Travis Benjamin 345 W Portal Ave, San Francisco, CA 94127
41566xxxx1 a.j*********@e**********.com 87631 100000
Mountain Lake Investment Management 100 Shoreline Hwy Ste B390, Mill Valley, CA 94941 41532xxxx0 bob@m*****************.com
Investment Management Group 299 Arguello Blvd, San Francisco, CA 94118
41575xxxx0 jda***@c*******.com
INVG Mortgage Scrts Corp 2261 Francisco St, San Francisco, CA 94123 41579xxxx3 5 1
VMG Partners 39 Mesa St Ste 201, San Francisco, CA 94129
41563xxxx0 aar**@v**********.com
Edward Jones - Financial Advisor: Doug Moss 490 Grand Ave Ste 100, Oakland, CA 94610 51066xxxx6 a.j*********@e**********.com 87631 100000
Litman Gregory & Co 100 Larkspur Landing Cir, Larkspur, CA 94939
41546xxxx9 ama**********************@l***.com
Robertson Stephens 455 Market St Ste 1600, San Francisco, CA 94105
41550xxxx0 abl**@r********.com
Vitucci Integrated Planning 303 Arlington Ave Suite B3, Berkeley, CA 94707
51052xxxx0 can****@v**************.com 103 109
Emil Peinert - Associate Manager, Ameriprise Financial Services 44 Montgomery St Ste 3100, San Francisco, CA 94104
41528xxxx0 dns*****@a***.com 75 91
RBC Wealth Management 2 Embarcadero Ctr Ste 600, San Francisco, CA 94111
41563xxxx0 rbc*********@r**.com
Cerity Partners 100 Shoreline Hwy, Mill Valley, CA 94941
41543xxxx0 aad***@c*************.com
Mercer Advisors Wealth Management 100 Pringle Ave, Walnut Creek, CA 94596
87749xxxx3 aar********@m*************.com 3 2
Country Financial 1870 El Camino Real, Burlingame, CA 94010
65055xxxx4 aar********@c***************.com 170746 163000
Artience Capital Management 1 Market St Ste 2200, San Francisco, CA 94105
41535xxxx8 inf*@a**************.com
160 Spear 160 Spear St, San Francisco, CA 94105
41534xxxx7 bas********@s*********.com 4 5 741
American Express 150 Hayes St, San Francisco, CA 94102 80047xxxx8 aar**@a**************.com 915728 79
Rose Investment Co 1480 Moraga Rd, Moraga, CA 94556 92525xxxx0
Mark Nickel - RBC Wealth Management Financial Advisor 345 California St, San Francisco, CA 94104
41544xxxx3
Argonaut Investments 101 Larkspur Landing Cir, Larkspur, CA 94939
41594xxxx5 adi****@a*********.com
Edward Jones - Financial Advisor: May T Tran 1504 Encinal Ave Suite B, Alameda, CA 94501
51052xxxx0 a.j*********@e**********.com 87631 100000
Roof Eidam & Maycock Associated Securities 235 Pine St, San Francisco, CA 94104
41578xxxx0 joh*@r***********.com 5 2
Coburn Barrett 1562 Grant Ave, San Francisco, CA 94133
41539xxxx1 ele******************@c************.com
Flagstar Bank 201 Mission St, San Francisco, CA 94105
62821xxxx8 aar********@f*******.com
Champlain Capital Partners 44 Montgomery St Ste 3500, San Francisco, CA 94104
41598xxxx4 a.l********@b************.com
Edward Jones - Financial Advisor: Meg Finones 111 Anza Blvd Ste 115, Burlingame, CA 94010 65034xxxx1 a.j*********@e**********.com 10
Edward Jones - Financial Advisor: Sven Geffken, CFP® 1005 Terra Nova Blvd Ste 2A, Pacifica, CA 94044
65035xxxx5 a.j*********@e**********.com 63
Edward Jones - Financial Advisor: Guy Ben Ari 1050 Marina Village Pkwy Ste 100 Alameda, CA 94501
51052xxxx9 acc**********@e**********.com 4.8 15
Edward Jones - Financial Advisor: Dominic J McKenna, AAMS™ 887 Island Dr Ste E, Alameda, CA 94502
51074xxxx0 a.j*********@e**********.com 87631 100000
AEON Investor Relation Inc. 795 Folsom St, San Francisco, CA 94107 41574xxxx8
Morgan Stanley Wealth Management 555 California St, San Francisco, CA 94104
41598xxxx0 aal*******@m************.com 113321 3094 131000
Centerview Partners 555 California St, San Francisco, CA 94104 41540xxxx0
Redmile Group 1 Letterman Dr Ste D3700, San Francisco, CA 94129 41548xxxx0
East West Bank 2533 Noriega St, San Francisco, CA 94122
41568xxxx3 a.j*********@e***********.com 6893 17 7700
Rose Investment Company 4060 Harlan St, Emeryville, CA 94608 51028xxxx4
Abbot Downing 420 Montgomery St 11th Fl, San Francisco, CA 94104
88864xxxx7 adf**********************@a***********.com
Aster Investment Management Co Inc 60 E Sir Francis Drake Blvd, Larkspur, CA 94939 41546xxxx0 k_o*****@m***********.com
Cypress Wealth Advisors 101 California St Ste 1025, San Francisco, CA 94111
41548xxxx0 byo***@c************.com
P F Wealth Management Group 1970 Broadway Ste 525, Oakland, CA 94612
51098xxxx8 inf*@p************.com
Carlson Financial Management 1398 55th St, Emeryville, CA 94608 51060xxxx0 car******************@p****.dreamhost
Mark Krauth - Financial Advisor, Ameriprise Financial Services 100 Pringle Ave Ste 420, Walnut Creek, CA 94596
92598xxxx9 aud*************@a***.com
Mercer Advisors 100 Pringle Ave Ste 320 Walnut Creek, CA 94596
65057xxxx8 aar********@m*************.com 2.3 3 4.4 77
401(k) & 403(b) Fiduciary Advisors, Inc. 10 Scenic Way Apt 108, San Mateo, CA 94403
65093xxxx0 jer****@4*********.com
Tda Investment Group Inc 1214 Donnelly Ave, Burlingame, CA 94010 65034xxxx3 al@t*****.com
Crosslink Capital 2 Embarcadero Ctr Ste 2200, San Francisco, CA 94111
41561xxxx0 aba****@c***************.com
Kestrel Investment Management Corp 411 Borel Ave, San Mateo, CA 94402
65057xxxx0 ake****@k****************.com
Laurel Realty & Investment 294 29th Ave, San Francisco, CA 94121
41564xxxx0 inf*@l*************.com 2.3 20 77
Jackson Square Investment Management Jackson Street Between Battery And Kearny, San Francisco, CA 94111
41598xxxx8
Conquest Capital 501 Humboldt Ave, Sausalito, CA 94965
41533xxxx6 sre*****@a******************.com
Alameda Waterfront Investors 1601 Harbor Bay Pkwy Alameda, CA 94502 51074xxxx6
EP Wealth Advisors 177 Bovet Rd Ste 600, San Mateo, CA 94402
65071xxxx0 ab@e*******.com
Edward Jones 490 Grand Ave Ste 100, Oakland, CA 94610
51066xxxx6 a.j*********@e**********.com 87631 100000
Jlfranklin Wealth Planning 900 Larkspur Landing Cir, Larkspur, CA 94939
41592xxxx0 amy*****@j********.com 210
1031 Strategies & Services Group 580 California St Ste 1632, San Francisco, CA 94104 41578xxxx1 bil*************@1******.com
Moore Financial Advice 572 Wisconsin St, San Francisco, CA 94107
41552xxxx0 adm**@m*******************.com
Strategy Squad Oakland, CA 94612
88865xxxx3 dia***********@s************.com 5 1 5 13 143
G & M Realty, Ventures, LLC 600 Montgomery St Ste 4300, San Francisco, CA 94111
41536xxxx0 ale******@e********.vc
WP Advisors, LLC 201 Mission St Ste 1930, San Francisco, CA 94105
41577xxxx0 eri*@w************.com
Persin, David 1331 N California Blvd, Walnut Creek, CA 94596
92527xxxx7
Charles Schwab 180 Grand Ave, Oakland, CA 94612
51098xxxx0 chr**************@s*****.com 2.9 10 3 15
R & A Investment Forestry 38 Keyes Ave Ste 111, San Francisco, CA 94129
41524xxxx9 rin*****@i*****************.com
Pantheon Ventures LP 1013 Rhode Island St, San Francisco, CA 94107
41524xxxx0 abc*******@p*******.com
Greenhood Investment Co. 3650 Mt Diablo Blvd, Lafayette, CA 94549 92528xxxx5
Mirador Capital Partners 80 E Sir Francis Drake Blvd, Larkspur, CA 94939
41529xxxx6 agl*******@m********.com
Long Term Solutions 104 Tiburon Blvd, Mill Valley, CA 94941 41538xxxx5
Shore Trading 147 Camelia Ln, Lafayette, CA 94549 92529xxxx4
Edward Jones - Financial Advisor: Matthew M Tekeste 1050 Marina Village Pkwy Suite 100, Alameda, CA 94501
51052xxxx9 a.j*********@e**********.com 87631 100000
First Republic Bank 2110 Mountain Blvd Oakland, CA 94611
51053xxxx1 aa@f************.com 3.8 14 4 49 89685 263