Business List: Investment Management Firms in Mountain View, CA, United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews	Bing	Bing Reviews
Gulati Financial & Insurance Services	2350 Mission College Blvd Ste 1160 Santa Clara, CA 95054	40898xxxx0	ani@g*************.com			5	1
Michael Zaninovich, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx0	abl@r******.com
Edward Jones - Financial Advisor Cynthia A Wemyss, Cfp Chfc	339 S San Antonio Rd Ste 1, Los Altos, CA 94022	65094xxxx6	a.j*******@e********.com	5	1
Andrew Gotianse - Financial Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65065xxxx5	and**********@a*.com
Mayfield Management Co.	2275 E Bayshore Rd Ste 130, Palo Alto, CA 94303	65049xxxx0	hed*@m**************.com
Palo Alto Venture Partners	300 Hamilton Ave, Palo Alto, CA 94301	65046xxxx1	nwe*****@p*.com
David Arizini	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx0	add******@f**********.com
Dirk Gilliard	2409 Park Blvd Palo Alto, CA 94306	65056xxxx1
Menlo Asset Management	1010 El Camino Real Ste 370 Menlo Park, CA 94025	65032xxxx8	cla**@m*******.com		2	5	1
San Mateo Investment Co	4100 S El Camino Real, San Mateo, CA 94403	65034xxxx1	hel@e*******.com
First American Exchange Company	333 W Santa Clara St Ste 622 San Jose, CA 95113	80083xxxx3	aal*@f****.com			5	6			1251	4
Wealth Design	1999 S Bascom Ave, Campbell, CA 95008	40855xxxx0
TIAA Financial Services	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	aan***@t******.org		37					90757	493
Beacon Pointe Advisors	838 Portola Rd, Portola Valley, CA 94028	65085xxxx3	aba***@b*********.com
Redwitz Wealth Management Group	910 E Hamilton Ave Ste 550, Campbell, CA 95008	40837xxxx0	amb@w*****.com							5551	148
Mia’s Fiduciary Services	1271 Washington Ave, Ste 908, San Leandro, CA 94577	51082xxxx1	bus***@m*****.net
Yan Song CPA	Santa Clara, CA 95051	66980xxxx0	sup**@s*******.com			5	9			52235
Farallon Capital Management	2570 N 1st St, San Jose, CA 95131	40843xxxx7	arg**@f***************.com
Cefcu	2980 E Capitol Expy Ste 90, San Jose, CA 95148	40854xxxx0	aal************@c**.com
Wealth By Design	14500 Big Basin Way, Saratoga, CA 95070	40874xxxx1	bar**@w*****************.com
Opes Advisors Inc	167 S San Antonio Rd, Los Altos, CA 94022	65043xxxx0	a.j***@o*********.com
PM Investment Company	800 Menlo Ave, Menlo Park, CA 94025	65085xxxx4
W-star investments, Inc	2130 Ringwood Ave, San Jose, CA 95131	40882xxxx8
Pacific Advisory Group	435 Tasso St Palo Alto, CA 94301	65032xxxx0
One Stop Financial Services	20045 Stevens Creek Blvd Ste 2G Cupertino, CA 95014	40887xxxx1				3.9	7
Southgate Partners	467 1st St, Los Altos, CA 94022	65094xxxx3	abc*@i******.com
Glenborough	400 Concar Dr, San Mateo, CA 94402	65034xxxx0		4.6	111
Essence Wealth & Insurance Services	4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054	65074xxxx1	joh@e***********.com			5	49
Borelli Investment Co	2051 Junction Ave Ste 100, San Jose, CA 95131	40845xxxx0	abi**@b****.com	3.3	7
Credit Masters	755 Brewster Ave, Redwood City, CA 94063	65036xxxx0	ali*********@c*************.com
Welch Stephen Cfp	220 State St Los Altos, CA 94022	65094xxxx1
The Social+Capital Partnership	120 Hawthorne Ave Palo Alto, CA 94301	65052xxxx7	ami@s**.com	3.5	13
Matthew Daugavietis - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx4	dns***@a*.com			5	1
Alison Wealth Management	530 Lytton Ave Fl 2 Palo Alto, CA 94301	88861xxxx2	ala*******@a*********.com							240		266
The Mortgage Group of Silicon Valley	690 W Fremont Ave Ste 9A Sunnyvale, CA 94087	87739xxxx2
Wellspring Consulting	2635 N 1st St Ste 201 San Jose, CA 95134	40843xxxx8	ape@w*********.com			5	1
Merrill Investment & Retirement Financial Center	444 Castro St, Mountain View, CA 94041	65038xxxx9	dom***************@b**********.com
Silicon Valley Financial Group	950 S Bascom Ave Ste 2112 San Jose, CA 95128	40828xxxx0	bec@s*.com	5	2	5	1
Personal Capital Advisors Corporation	3 Lagoon Dr Ste 200, Redwood City, CA 94065	85585xxxx5	aar********@p************.com							412963		414000
Kelly C Lee - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Wade Financial Advisory Inc	2105 S Bascom Ave Ste 110, Campbell, CA 95008	40836xxxx9	ann**@w***.com							9	4	13
Mgj Capital Management	125 Arbuelo Way Los Altos, CA 94022	65094xxxx0
Huaxing Investment Corp	924 Colorado Ave, Palo Alto, CA 94303	65025xxxx1
Saratoga Research & Investment Management	14417 Big Basin Way Ste E Saratoga, CA 95070	40874xxxx0	ada@s*********.com			5	2
Mistry Investment Co Inc	485 N Whisman Rd Ste 300, Mountain View, CA 94043	65096xxxx2
TNL Car Title Loans	251 Oconnor Dr Ste 1, San Jose, CA 95128	40866xxxx1	3ce***********************************@w***************.com
Mercatus, Inc	400 Concar Dr, San Mateo, CA 94402	65066xxxx0	dri******@g*******.com
Edward Jones - Financial Advisor: Sirinee Tippakorn	1281 Fifth Ave Ste B Belmont, CA 94002	65080xxxx4	a.j*******@e********.com			5	2
Apollo Labs	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx6
Avalon Capital Management	495 Seaport Ct Ste 106, Redwood City, CA 94063	65030xxxx0	bil*@a**********.com
Mercer Advisors	1700 S El Camino Real, San Mateo, CA 94402	65057xxxx8	lar*@d*****.com
Lasecke Weil Wealth Advisory Group, LLC	624 University Ave, Palo Alto, CA 94301	65032xxxx0	ede**@l********.com
J.P. Morgan Private Bank	310 University Ave 3rd Fl, Palo Alto, CA 94301	65085xxxx3	acc****************@j*****.com							90608		116000
Radiant Wealth Planning	530 Lytton Ave Fl 2, Ste 2080 Palo Alto, CA 94301	94922xxxx3	ran@r******************.com
Pantheon Wealth Planning	1798 Technology Dr Ste 200 San Jose, CA 95110	40840xxxx2
Edward Jones - Financial Advisor: Todd Bergstrom	21710 Stevens Creek Blvd Ste 135 Cupertino, CA 95014	40897xxxx9	a.j*******@e********.com							84482
BayOne Real Estate Investment Corporation	1754 Technology Dr Ste 108, San Jose, CA 95110	40888xxxx0
First Republic Investment Management	2100 El Camino Real, Palo Alto, CA 94306	65035xxxx0	dav@c************.com
RBC Wealth Management Branch - San Jose	99 Almaden Blvd Ste 300, San Jose, CA 95113	40829xxxx2		5	2
Concert Global Group LTD	1871 The Alameda Ste 350, San Jose, CA 95126	40899xxxx5	dom**@a*********.com							2986	27	3500
Barbara Madden - Ameriprise Financial Services	164 Main St Ste 206 Los Altos, CA 94022	65094xxxx0	bar***********@a*.com							39		40
Clidro Private Wealth Management	50 University Ave, Los Gatos, CA 95030	40834xxxx0
The Mountain View Group - Morgan Stanley	650 Castro St Ste 105, Mountain View, CA 94041	65031xxxx0	acc********@m**********.com	5	1
Morgan Stanley	650 Castro St, Mountain View, CA 94041	65096xxxx9	acm*********@m**********.com
Regent Wealth Management	1500 E Hamilton Ave Ste 201 Campbell, CA 95008	87745xxxx7	ann@r*******.com			5	1
West Coast Investment Properties	2055 Grant Rd, Los Altos, CA 94024	65025xxxx0
Sumeru Equity Partners LP	2020 Pioneer Ct, San Mateo, CA 94403	65052xxxx0	abi********@s*********.com
Aetos Alternatives Management	2500 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx2	aca*****@a**.com
Northwestern Mutual	745 Distel Dr Ste 104, Los Altos, CA 94022	65020xxxx3	a.-*********@n***************.com
Armstrong Retirement Planning	11669 Olive Spring Ct, Cupertino, CA 95014	40825xxxx7	bob@a****************.com
Edward Jones - Financial Advisor: Linh B Thai, CFP®\|AAMS™	750 Menlo Ave Ste 350, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							87384		100000
Best Investment Co.	1816 Tully Rd, San Jose, CA 95122	40853xxxx1
Peakview Capital	540 University Ave Ste 350 Palo Alto, CA 94301	65028xxxx1	che*@p*****.capital
Richard Simpson - Financial Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Davin Lundgren - Associate Manager, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dav***********@a*.com							9		9
Dover Investment Corporation	618 Walnut St, San Carlos, CA 94070	65059xxxx4
Flagstar Bank	11 El Camino Real, San Carlos, CA 94070	65026xxxx9
Diversifi Capital	4546 El Camino Real B10 Ste1013 Los Altos, CA 94022	65063xxxx7	ala@c*********.com			5	33
Adams Financial Inc.	4020 Moorpark Ave Ste 101, San Jose, CA 95117	40882xxxx6
McDonald Wealth Management	51 E Campbell Ave, Campbell, CA 95008	40842xxxx8
Managed Investments Inc.	1265 Montecito Ave, Mountain View, CA 94043	65096xxxx5
Ken Prodger CFP®,ChFC®,ChSNC®, AIF®	4633 Old Ironsides Dr Ste 436 Santa Clara, CA 95054	40863xxxx2		5	2	5	1
First Republic Bank - Temp. CLOSED	2275 El Camino Real Palo Alto, CA 94306	65032xxxx3	aar****@f**********.com	4	9	4.2	24
Aetos Capital	2500 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aca*****@a**.com
Fan Asset Management	4300 Stevens Creek Blvd, San Jose, CA 95129	40874xxxx2
Franklin Templeton Investments	1 Franklin Pkwy, San Mateo, CA 94403	65031xxxx0	ftd********@f**************.com
Liminal Capital	535 Middlefield Rd, Menlo Park, CA 94025	65066xxxx6
Pruneyard Financial Group Inc	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx4
Pacific Advisors	910 E Hamilton Ave Ste 350, Campbell, CA 95008	40839xxxx0	cam***********@g*********.com
Hercules Technology Growth Capital Hercules Technology Growth Capital	400 Hamilton Ave Ste 310, Palo Alto, CA 94301	65028xxxx0			24
Octane Capital Management Llc	800 W El Camino Real Ste 180, Mountain View, CA 94040	65031xxxx3
The Householder Group	635 Bryant St, Palo Alto, CA 94301	65032xxxx1	alu*****@h*************.com
James Park - Branch Manager, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com							169		167
J.R. Financial & Insurance Services	2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050	40864xxxx2	and*@j**.com			4.8	28
Edward Jones - Financial Advisor: Jeff Chu	411 Borel Ave Ste 505, San Mateo, CA 94402	65034xxxx0	a.j*******@e********.com
Waverley Wealth Management	2570 W El Camino Real Suite 200, Mountain View, CA 94040	65055xxxx0	inq****@w***********.com
Liu & Partners Properties	44790 S Grimmer Blvd, Fremont, CA 94538	51025xxxx8	acl****@l**********.com
Federal Arbitration	4083 Transport St Palo Alto, CA 94303	65032xxxx0	arm****@f***.com
Harmony Capitol	2055 Woodside Rd Ste 250, Redwood City, CA 94061	65036xxxx3
Asiana Global Investment	2114 Senter Rd Ste 12 San Jose, CA 95112	40836xxxx1				5	2
Alastor Capital Management	4040 Moorpark Ave, San Jose, CA 95117	40855xxxx0
Yale Investment Company	438 Cambridge Ave Ste 100, Palo Alto, CA 94306	65032xxxx3
McDonald Wealth Mgmt	1500 E Hamilton Ave, Campbell, CA 95008	40842xxxx8	ale***@r****.com					5	5	111	2	112
Sterling Bank & Trust	10191 S De Anza Blvd Cupertino, CA 95014	40834xxxx0	abc*@s*********.com							308
International Angel Investors Org	12422 Robleda Rd Los Altos, CA 94022	65094xxxx0
Roc Bridge Partners	520 S El Camino Real, San Mateo, CA 94402	65057xxxx0	a.r****@b*******.com
Edward Jones - Financial Advisor: Tevin Mercer	1625 The Alameda Ste 601, San Jose, CA 95126	40829xxxx8	a.j*******@e********.com							87384		100000	1	1
Cherene Wong - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	che*******@a*.com
Davis Financial Management	1042 W Hedding St, San Jose, CA 95126	40834xxxx0	ali@d****.com
Sackett Brooks C CFP CIMA Chief Capital Management Inc.	1581 Camino Monde, San Jose, CA 95125	40897xxxx3	bro*@c*********.com
Nelson Roberts Investment Advisors	1950 University Ave Ste 202, East Palo Alto, CA 94303	65032xxxx0	aog***@n**********.com
Norwest Venture Partners	525 University Ave Ste 800 Palo Alto, CA 94301	65032xxxx0				4	1
East Gate Capital Management	5050 El Camino Real, Los Altos, CA 94022	65058xxxx8
Carlyle Investment Management	2710 Sand Hill Rd, Menlo Park, CA 94025	65084xxxx6
Global Trust Bank	700 E El Camino Real Ste 300 Mountain View, CA 94040	65096xxxx0
ATS Financial	1162 Chestnut St, Menlo Park, CA 94025	65032xxxx7	c18***************************@s***.wixpress	4.5	57
Pan Cal Investment Co Inc	4125 Blackford Ave, San Jose, CA 95117	40824xxxx0	cxx*****@p***.com
Lau Financial Services	181 2nd Ave Ste 600, San Mateo, CA 94401	65034xxxx0	inf@r*******.com							994	8	1000
West Valley Peninsula Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							12824
Mistry Investment Co	5150 El Camino Real, Los Altos, CA 94022	65096xxxx2
Gold Quest Investment	333 W Maude Ave Sunnyvale, CA 94085	40873xxxx8
Online Trading Academy	1798 Technology Dr Ste 152 San Jose, CA 95110	40853xxxx0	a.g**@t***********.com			3	73
Gates Pass Advisors	280 2nd St Ste 280 Los Altos, CA 94022	65079xxxx0	inf@g***************.com
Altos Ventures Management Inc	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx9	ala@a***.vc
Benchmark Capital Partners	2480 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65085xxxx0	aag***@b******.com
Ameriprise Financial Advisors	141 1st St Los Altos, CA 94022	65094xxxx0
Think Different Financial Planning	101 Jefferson Dr Menlo Park, CA 94025	65038xxxx3	fir@t*************.com			5	14
Synergism Investors	170 State St Los Altos, CA 94022	65094xxxx2
Bay Street Capital Holdings	Palo Alto, CA 94301	65044xxxx4	axx*@b*********************.com
Saratoga Research & Investment Management	14471 Big Basin Way, Saratoga, CA 95070	40874xxxx0	ada@s*********.com
Carlson Financial Advisors	1766 Terrace Dr, Belmont, CA 94002	65050xxxx0	bi@c************.com
Meridian Investments Management	702 Marshall St, Redwood City, CA 94063	65055xxxx0
David McCaman - Gateway Financial Advisors	2570 North First St Ste 200 San Jose, CA 95131	40820xxxx1	blo****@g***********.com			5	1
Atherton Lane Advisers	3000 Sand Hill Rd Ste 1-270, Menlo Park, CA 94025	65023xxxx6
George M Saliga-Private Client Advisor	531 Cowper St, Palo Alto, CA 94301	65026xxxx6	aab**@b**********.com							40893	181	41000
The Brauner Company	333 Twin Dolphin Dr Ste 225 Redwood City, CA 94065	65057xxxx0	aar******@s**************.com			5	1
Nick Hunt - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx3	dns***@a*.com			5	3
William David Butzman - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Galindo, Jim	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
Dolan Capital Management	635 Bryant St Palo Alto, CA 94301	65032xxxx0
Wealth Architects	250 Cambridge Ave Ste 201, Palo Alto, CA 94306	65032xxxx4
Charles Schwab	12 Ranch Dr Milpitas, CA 95035	40846xxxx0	fra*********@s***.com			2.1	10
Pacific Precious Metals	2778 Middlefield Rd Palo Alto, CA 94306	40871xxxx6	chr****@p******************.com	4.7	33	4.7	50					2400
Allstate Personal Financial Representative: Robert McGlinchy	467 Hamilton Ave Ste 11, Palo Alto, CA 94301	65032xxxx1	a**00@a*****.com
Brandin and Associates	1477 Portola Rd, Woodside, CA 94062	65032xxxx9
Alpha Investments & Property	4546 El Camino Real Ste 222, Los Altos, CA 94022	65094xxxx0
Broadview Wealth Advisors - Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	bro******************@a*.com
New Stage Investment Group	520 S El Camino Real Ste 320, San Mateo, CA 94402	65045xxxx2	han@n****************.com
Michael Kissinger - Kingsview Partners	2570 W El Camino Real Suite 210, Mountain View, CA 94040	65038xxxx1	aar*******@k******.com
Bay Area Commercial & Multifamily	4500 Great America Pkwy Fl 1 Santa Clara, CA 95054
Morgan Stanley Wealth Management	411 Borel Ave, San Mateo, CA 94402	65035xxxx1	int********@m**********.com
Jing Chien - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com
Securities America Inc.	540 Ralston Ave, Belmont, CA 94002	65063xxxx1
Wellspring Capital Management	2600 El Camino Real, Palo Alto, CA 94306	65085xxxx5	car@w***********.com
Cefcu	670 Lincoln Ave, San Jose, CA 95126	40895xxxx0	aal************@c**.com	4.3	26
Canid Asset Management	330 2nd St, Los Altos, CA 94022	65094xxxx3
Honu Wealth Management	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	65091xxxx0	gar@h*******.com
Coeus Financial	1901 S Bascom Ave Ste 1150, Campbell, CA 95008	40842xxxx4	bpl***@c***********.com									178
West Valley Properties	280 2nd St Ste 230 Los Altos, CA 94022	65055xxxx4	apa*****@w*****************.com	3	2
Edward Jones - Financial Advisor: Cynthia A Wemyss	339 S San Antonio Rd Suite 1 B Los Altos, CA 94022	65094xxxx6	a.j*******@e********.com			1	1
Morgan Stanley Wealth Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	a.e**@m*********************.com
Wohl Capital Management	2180 Sand Hill Road Lbby Menlo Park, CA 94025					1	1
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	amy***@a*.com
Charles Schwab	19620 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40844xxxx0	app*****************@s***.com			2.5	12
Sirivanh Harris	1999 S Bascom Ave Ste 400 Campbell, CA 95008	40896xxxx5				5	1
Joe Yapaola - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx8	dns***@a*.com
Legacy Captial Group	459 Monterey Ave, Los Gatos, CA 95030	40839xxxx0	ama*@l**.com
Mok Capital Management	4962 El Camino Real Ste 235, Los Altos, CA 94022	65031xxxx7	chr@m*******.com
Harvest Management Partners	3001 Winchester Blvd, Campbell, CA 95008	40877xxxx5	ala*@h******.com
Bridge Investment Group	2000 Alameda De Las Pulgas, San Mateo, CA 94403	65057xxxx0	a.r****@b*******.com
Investor’s Capital Management	1100 Alma St Ste 200 Menlo Park, CA 94025	86696xxxx1	bri*@f*****.com			4.7	3
Aspiriant Wealth Management	2570 W El Camino Real #520, Mountain View, CA 94040	65094xxxx7	aa@a********.com
Sorensen, Kris	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
BCR CONSULTING GROUP	372 Turquoise St, Milpitas, CA 95035	40875xxxx8
INVESTALENT,LLC	210 Calderon Ave Apt 125, Mountain View, CA 94041	65081xxxx4
Edward Jones - Financial Advisor: Mandy Andrei	1045 W El Camino Real Ste C Mountain View, CA 94040	65032xxxx6	a.j*******@e********.com			4.2	5
Personal Portfolios Inc	303 Twin Dolphin Dr, Redwood City, CA 94065	65036xxxx1	per***********************@f********************.com
LPL Financial- Karla Eastling CFP	1860 Embarcadero Rd Palo Alto, CA 94303	65032xxxx0	aar******@l.com			5	1
Raisch Investment Group	1680 Almaden Expy, San Jose, CA 95125	40829xxxx1
Morgan Stanley	20400 Stevens Creek Blvd Ste 350 Cupertino, CA 95014	40886xxxx0	aal*****@m**********.com			3	2
Flagstar Bank	411 Borel Ave, San Mateo, CA 94402	65093xxxx0	a.j***@o*********.com
Edward Jones - Financial Advisor: Judy Qiqin Zhu	39500 Stevenson Pl Ste 201, Fremont, CA 94539	51079xxxx0	a.j*******@e********.com							87384		100000
Horizon Ventures	4 Main St, Los Altos, CA 94022	65091xxxx0	ash@h********.com
Bodri Capital Management	Palo Alto, CA 94301	65032xxxx6
SDL Capital LP	1 1st St, Los Altos, CA 94022	65055xxxx5	fki***@s********.com
Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx7	dns***@a*.com
West Bridge Capital	400 S El Camino Real, San Mateo, CA 94402	65064xxxx0	a@w************.com
Ingram & Associates Inc.	665 Belden Ct, Los Altos, CA 94022	65091xxxx8	con**@i*******************.com
Twin Lakes Capital Management	3 Lagoon Dr, Redwood City, CA 94065	65061xxxx3	jch@t**************.com
Top Gun Financial Planning	San Carlos, CA 94070	91622xxxx3	bjo***@t*****.com			5	1
Mac’s Coins & Collectables	1049 E El Camino Real Ste 3 Sunnyvale, CA 94087	40873xxxx5	mac****@g**.com			3.5	28
Edward Jones - Financial Advisor: Jane E Khalaf	430 Sherman Ave Ste 112 Palo Alto, CA 94306	65032xxxx6	a.j*******@e********.com	5	1
Fidelity Investments	251 University Ave Palo Alto, CA 94309	65032xxxx1	a61**@f*****.com			2	38			329005		352000
Principal - Closed	2099 Gateway Pl Ste 100, San Jose, CA 95110	40853xxxx0	a.m@p******.com
Thrivent Financial	155 Bovet Rd, San Mateo, CA 94402	65035xxxx2	a.v@t*******.com
Silicon Valley Capital Management	335 Main St, Los Altos, CA 94022	41586xxxx0
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40888xxxx9	cor*********@a*.com									106
Mayfield Advisors	550 N California Ave Palo Alto, CA 94301	65085xxxx0
A K J Asset Management	1180 Harker Ave, Palo Alto, CA 94301	65032xxxx0
Citi Personal Wealth Management	395 W El Camino Real, Sunnyvale, CA 94087	40873xxxx5	arc***************@c*.com	2.8	56					151265	2091	11
Ticonderoga Capital	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx3	bob@t*****.com
Mayfield Investment Co Inc	1023 Corporation Way, Palo Alto, CA 94303	65049xxxx0	hed*@m**************.com
Encinal Investers	1600 El Camino Real, Menlo Park, CA 94025	65032xxxx6	bcu**@p********.com
Thomas C Klein and Company	Los Altos, CA 94022	65094xxxx5
KLM Capital Management Inc	10 Almaden Blvd, San Jose, CA 95113	40897xxxx8	alf***@k*******.com
McCarthy Asset Management Inc	3 Lagoon Dr, Ste 155, Redwood City, CA 94065	65061xxxx0	ant**@m**********.com
TD Ameritrade	423 E Hamilton Ave, Campbell, CA 95008	40891xxxx0	aam*********@t*********.com							646210	192	658000
Darryl H Ng - Morgan Stanley	650 Castro St UNIT 105, Mountain View, CA 94041	65031xxxx9	acc********@m**********.com
Ivory Capital	7 Veronica Pl, Portola Valley, CA 94028	65053xxxx6
DAG Ventures	251 Lytton Ave Ste 200 Palo Alto, CA 94301	65054xxxx0	deb**@d********.com
Sutter Hill Ventures	755 Page Mill Rd Ste A200, Palo Alto, CA 94304	65049xxxx0	acc**********@s.com
Bob Marshalla Asset Management	95 Main St Los Altos, CA 94022	65094xxxx2
Wade Financial Advisory	2105 S Bascom Ave Ste 110 Campbell, CA 95008	40836xxxx9	ann**@w***.com			5	2			8	4
Asa Limited	400 S El Camino Real Ste 710, San Mateo, CA 94402	65037xxxx5	ang************@a***.com
Bedrock Capital Management	5050 El Camino Real Los Altos, CA 94022	65096xxxx4	eri@b************.com
Edward Jones - Financial Advisor: Jeff Migneault, CFP®\|AAMS™\|CRPC™	901 Campisi Way Ste 248, Campbell, CA 95008	40887xxxx0	a.j*******@e********.com
August Capital	2480 Sand Hill Rd Menlo Park, CA 94025	65023xxxx0	aa@a********.com			1	1
Edward Jones - Financial Advisor: Tanner M Kohl	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com
Oak Investments Partners	525 University Ave Ste 1300, Palo Alto, CA 94301	65061xxxx0	ban*@o***.com
Riley Friedman Asset Management	4984 El Camino Real #101, Los Altos, CA 94022	65098xxxx8	jon@r******.com
Edward Jones	69 Washington St, Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com							87358		99000
Breakwater Capital Management	300 Hamilton Ave, Palo Alto, CA 94301	65091xxxx0
Monta Vista Capital	147 Castro St Floor 3, Mountain View, CA 94041		bar***@m****.com
Trust Deed Investing Mountain View	Mountain View, CA 94043	65088xxxx6
Tom Cochran-Bancwest Investment Services Wealth Financial Advisor	3081 Mckee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com							40893	181	41000
Jeanette Garretty, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx9	abl@r******.com
Shanda Asset Management	2735 Sand Hill Rd Menlo Park, CA 94025	65065xxxx0	bes****@s***.com
Frost Capital Management	941 E Charleston Rd, Palo Alto, CA 94303	65080xxxx9	kat***@h******.com
Gelormini Financial Advisory	4966 El Camino Real Los Altos, CA 94022	65096xxxx3
Highcrest Management Group	4 Main St, Los Altos, CA 94022	65020xxxx0	arc******@h***********.com
Sullivan & Serwitz Investment	779 Altos Oaks Dr, Los Altos, CA 94024	65094xxxx1	inf@s*************.com	3	2
Edward Jones - Financial Advisor: Linh B Thai	855 Oak Grove Ave Ste 101, Menlo Park, CA 94025	65032xxxx3
Hendershott Wealth Management	2570 N First St Second Floor San Jose, CA 95131	87756xxxx8	adv***@h**************.com	5	1	4.8	21
Mark Beach	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx1	add******@f**********.com
Prologis	3353 Gateway Blvd, Fremont, CA 94538	51065xxxx0	aad*@p*****.com	3.5	4
Pillar Wealth Management	Palo Alto, CA 94301	83363xxxx8	chr@p*****.com
Vale Capital	770 Menlo Ave Ste 201, Menlo Park, CA 94025	65060xxxx0	inf@v*****.net									17
Wealth Architects	800 W El Camino Real #201, Mountain View, CA 94040	65032xxxx4	ada@w**************.com	5	1
Chris Merrifield	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx9	acc**********@f**********.com
World Innovation Lab	102 University Ave Ste 1A Palo Alto, CA 94301		aki***@w**.com
Seattle Investment Consultant	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx8
Pac Link Management	1400 Page Mill Rd, Palo Alto, CA 94304	65085xxxx6	inf@d************.org
City National Bank	245 Lytton Ave, Palo Alto, CA 94301	65081xxxx0	aba*****@n*****.cnb	5	1					5371	151	5900
B T Properties-Management & Investment	800 W El Camino Real #180, Mountain View, CA 94040	65090xxxx1	ab@b***********.com	2.2	11
Hewins Financial Advisors	400 S El Camino Real Ste 800, San Mateo, CA 94402	65062xxxx0
Goalpath Financial Planning	5050 El Camino Real Ste 203, Los Altos, CA 94022	65096xxxx7	bra@v*******.com
Morgan / Chapman Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12824
Matthew Castillo	1712 Meridian Ave, San Jose, CA 95125	40866xxxx0		4.3	62
ZNZ Capital Private Ltd	4260 Albany Dr, San Jose, CA 95129	70747xxxx6
Cypress Capital Group	Palo Alto, CA 94301	65042xxxx3	ala*******@c************.com			5	2			177		176
Edward Jones	856 W El Camino Real Mountain View, CA 94040	65096xxxx0	a.j*******@e********.com			5	1			87096		99000
Castaneda, Philip T	99 Almaden Blvd, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Pruneyard Financial Group Inc	51 E Campbell Ave, Campbell, CA 95008	40837xxxx4	hel@r********.com
Glass And Associates	12280 Saratoga Sunnyvale Rd, Saratoga, CA 95070	40825xxxx9	adu**@p*************.com					5	5	2084	19	2000
Young And Associates	1999 S Bascom Ave Ste 910, Campbell, CA 95008	40862xxxx0	aal*********@k.com							200595		268000
General Atlantic Partners	228 Hamilton Ave Fl 2 Palo Alto, CA 94301	65025xxxx0
Summit Financial Advisors	109 Baldwin Ave, San Mateo, CA 94401	65035xxxx0	aar@s***********.com
Urda Jim	39817 Paseo Padre Pkwy, Fremont, CA 94538	51077xxxx2
McKinley Financial Group	3 Twin Dolphin Dr Ste 250 Redwood City, CA 94065	65055xxxx0	cme*@m********.com			5	5
Fidelity Investments	398 W El Camino Real Ste 102 Sunnyvale, CA 94087	80037xxxx3	a61**@f*****.com			1	1			318850
Parsons Financial Adivsors	721 Purissima St, Half Moon Bay, CA 94019	65071xxxx0	inf@p***************.com	5	2
Glaze Capital	4962 El Camino Real Ste 225, Los Altos, CA 94022	65093xxxx0
Deutsche Bank AG	2650 Birch St, Palo Alto, CA 94306	65075xxxx3
Wales Investment Inc	2055 Junction Ave Ste 100, San Jose, CA 95131	40894xxxx6
Edward Jones	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4	a.j*******@e********.com							87358		99000	5	5
Svb Capital	2400 Hanover St, Palo Alto, CA 94304	65049xxxx7	aa@s**.com
Edward Jones - Santa Clara Financial Advisor - Paul A Dines	69 Washington St Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com			5	1			85188
Pwjohnson Wealth Management	1153 Bordeaux Dr, Sunnyvale, CA 94089	40874xxxx2	aus***@p******.com
Edward Jones - Financial Advisor: Lucy McGuire	14375 Saratoga Ave Ste 105 Saratoga, CA 95070	40886xxxx5	a.j*******@e********.com	5	3	5	1			59		61
Raymond James Financial	770 Menlo Ave Ste 208, Menlo Park, CA 94025	65056xxxx1
Jyk Investment Consulting Corp	39812 Mission Blvd, Fremont, CA 94539	51027xxxx8
Modern Woodmen	4010 Moorpark Ste 201 San Jose, CA 95117	40831xxxx8	aar********@m***********.org			5	1			33697		33000
Curran and Lewis Investment Management Inc	830 Menlo Ave Ste 210, Menlo Park, CA 94025	65046xxxx0
Beck Investment Management	530 Lytton Ave Flr 2 Palo Alto, CA 94301	65032xxxx0	bec*********@c***********.com
Edward Jones - Financial Advisor: Paul A Dines	69 Washington St Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com			5	1			85188
NF Wealth Management - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	amb**************@a*.com							63	4	62
Deborah Abel Cfp	9 Vasilakos Ct, Menlo Park, CA 94025	65032xxxx3	ala********@s**************.com
271 State Street	170 State St, Los Altos, CA 94022	65094xxxx9	inf@s***************.com
Pariveda Investment Manage	5050 El Camino Real, Los Altos, CA 94022	65058xxxx2	bmu**@p*****.com
Umpqua Bank	289 S San Antonio Rd, Los Altos, CA 94022	65055xxxx5	aar*******@u*******.com
Umpqua Bank	3150 Almaden Expy Ste 223, San Jose, CA 95118	40896xxxx6	aar*******@u*******.com
Lightspeed Venture Partners	2200 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	bej@l*********.com							5168	171	5400
Robert Cleland & Todd Armer	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx8	ant*****@a*.com							132680		134000
Guideline Investments LLC	500A 2nd Ave, San Mateo, CA 94401	41580xxxx8	aa@g********.com
Morgan Stanley	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx2	acc********@m**********.com
SageView Advisory Group	2570 North First St San Jose, CA 95131	40834xxxx0	ane@s*************.com			5	1
Sears Capital Management Inc	300 3rd St Ste 6, Los Altos, CA 94022	65094xxxx7
David Cooper - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com							166		161
College Planning ABC	3031 Tisch Way 110 Plz W San Jose, CA 95128	40891xxxx8	che******@g**.com			4.9	55
Edward Jones - Financial Advisor: David M Amann	702 Marshall St Ste 515 Redwood City, CA 94063	65036xxxx8	a.j*******@e********.com			5	3			115	15
Arno Ventures	25 Olmsted Rd Stanford, CA 94305	51045xxxx4
Pacific Edge Inv Mgmt	800 W El Camino Real, Mountain View, CA 94040	65094xxxx5
LPL Financial	525 W Remington Dr Ste 124, Sunnyvale, CA 94087	40873xxxx8	aar******@l.com							20006	208
Accel	500 University Ave Palo Alto, CA 94301	65061xxxx0	abc**@a**.com	4.5	8
Johnson Lyman Wealth Advisor	4966 El Camino Real, Los Altos, CA 94022	65049xxxx3	bec*@j*****.com
Tayan Partners Fund LP	1135 Trinity Dr, Menlo Park, CA 94025	65085xxxx1
Katco Financial Services	Sunnyvale, CA 94085	40872xxxx0	inf@s****************.de
Red Rock Ventures	530 Lytton Ave Ste 2 Palo Alto, CA 94301	65032xxxx1	b.b@r**************.com
Robert W Baird & Co	1661 Page Mill Rd, Palo Alto, CA 94304	65085xxxx3	aac***@r****.com							8171	956	8700
Miller Martin	1355 San Carlos Ave Ste A, San Carlos, CA 94070	65023xxxx1
Ryan Lee - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	ani*******@a*.com
Sierra Pacific Financial Advisors	39899 Balentine Dr, Newark, CA 94560	51043xxxx8	ama@s********.com							84		88
Liberty Group	419 N Shoreline Blvd Mountain View, CA 94043	65056xxxx0
Gibraltar Investment Corporation	Los Altos, CA 94022	65094xxxx0
KDB Silicon Valley LLC	888 Villa St, Mountain View, CA 94041	65053xxxx3	aar@k.co
Sequoia Capital	3000 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx7	a@s*********.com
Edward Jones - Financial Advisor: Linh B Thai	298 South Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com
Woodside Capital Partners	2471 E Bayshore Rd Ste 512, Palo Alto, CA 94303	65039xxxx4	akh***********@w********.com
A Life Well Spent	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx7	joh@a************.net
Joshua Miller - Ameriprise Financial Advisor	50 W San Fernando St Ste 900 San Jose, CA 95113	40891xxxx0	cat***********@a*.com			5	1
Bellatore Financial Inc	1550 The Alameda Ste 209, San Jose, CA 95126	40861xxxx7	bro@b******.com
Flagstar Bank	2499 Whipple Rd, Hayward, CA 94544	51072xxxx3
Morris Jeffrey A Group Inc	2500 Sand Hill Rd Ste 240, Menlo Park, CA 94025	65085xxxx3	inf@l*************.org
Homestretch Properties	1925 Winchester Blvd Ste 20, Campbell, CA 95008	40833xxxx8
Honu Wealth Management	1307 S Mary Ave, Sunnyvale, CA 94087	40821xxxx0	g.w*****@h*******.com
Brett W. Berry	2550 Sand Hill Rd Ste 100, Menlo Park, CA 94025	65023xxxx8	add******@f**********.com							90645		116000
Morgan Stanley	245 Lytton Ave Ste 200 Palo Alto, CA 94301	65032xxxx0	acm*********@m**********.com			1	1
Global Bancorp	700 E El Camino Real Mountain View, CA 94040	65081xxxx0	ali****@b**************.com
Gibraltar Investment Corp	4546 El Camino Real, Los Altos, CA 94022	65094xxxx0	ef@g*******.com
Investor Center	1665 Charleston Rd Mountain View, CA 94043
KDC Properties & Investment	386 Greenoaks Dr, Atherton, CA 94027	65032xxxx2
Buckingham Asset Management	2445 Faber Pl, Palo Alto, CA 94303	40836xxxx0	ada*@b**************.com							538	3	629
The Asguard Insurance Agency	Sunnyvale, CA 94087	40865xxxx6	les***@t*******.com
City National Bank	301 W Mckinley Ave Ste 100 Sunnyvale, CA 94086	40896xxxx0	aba*****@n*****.cnb							5371	151	5900
Pacific Precious Metals	39111 Paseo Padre Pkwy Ste 111 Fremont, CA 94538	34134xxxx1	chr****@p******************.com	4.8	31	4.7	51
Norris Fiduciary Services	Scotts Valley, CA 95066	40829xxxx0	nan@n************.net			5	1
Billy Guan, Real Estate and Financial Professional	Walnut Creek, CA 94596	53034xxxx4	ali**@r******.com			5	4
Voila Investment Corporation	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx8	dav@e*********.com							2		3
Allstate Personal Financial Representative: Joyce Cave	617 Veterans Blvd Ste 215, Redwood City, CA 94063	65075xxxx1	a**00@a*****.com
Rick DuPont	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx0	add******@f**********.com
McKinley Capital Investment	3700 Beacon Ave Apt 430, Fremont, CA 94538	70471xxxx4
Ester Ng - Financial Advisor, Ameriprise Financial Services	164 Main St Ste 206, Los Altos, CA 94022	65094xxxx0	dns***@a*.com							16		17
Eaerendil	445 S San Antonio Rd, Los Altos, CA 94022	65094xxxx1
Waddell & Reed	1810 Gateway Dr Ste 340, San Mateo, CA 94404	65034xxxx4	aam*@w****.com
Rembrandt Venture Partners	2200 Sand Hill Rd Ste 160, Menlo Park, CA 94025	65023xxxx4	adm@r********.com
Edward Jones - Financial Advisor: Andrew S Castro	1100 Alma St Ste 201, Menlo Park, CA 94025	65032xxxx1	a.j*******@e********.com
Dag Ventures	251 Lytton Ave, Palo Alto, CA 94301	65054xxxx0	deb**@d********.com
Edward Jones - Financial Advisor: Rhonda W Wentzel	1100 Alma St Ste 201 Menlo Park, CA 94025	65032xxxx1	a.j*******@e********.com			5	1			84482
Edward Jones - Financial Advisor: Stephen C Kagan	1100 Alma St Ste 201, Menlo Park, CA 94025	65032xxxx1
Securities America	1262 E Hamilton Ave, Campbell, CA 95008	40837xxxx1	aad******@s**************.com
Semple Capital & Risk Management, LLC	130 Iris Way Palo Alto, CA 94303	65049xxxx5
TD Ameritrade	1950 University Ave, East Palo Alto, CA 94303	80066xxxx0	api@t***********.com							646210	192	658000
J & S Management	702 Marshall St, Redwood City, CA 94063	65036xxxx0
Matrix Insurance Agency	4655 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx6	cha@m*****.com
Henry Plata - Private Wealth Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx8	dns***@a*.com		17
Edward Jones	1281 Fifth Ave Suite B, Belmont, CA 94002	65080xxxx4	a.j*******@e********.com							85136
National Financial	2 W 5th Ave, San Mateo, CA 94402	65068xxxx7	cla**@n**************.org
Kk Wealth Advisors	4300 El Camino Real Los Altos, CA 94022	65094xxxx0	e7e***********************************@w***************.com
Saybrook Capital	303 Twin Dolphin Dr, Redwood City, CA 94065	65063xxxx2	say***@w*********.com
Blue Oak Capital	2600 El Camino Real Ste 415, Palo Alto, CA 94306	65025xxxx5
691 Milpitas Investors	691 S Milpitas Blvd, Milpitas, CA 95035	40895xxxx5
My Truong - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	66930xxxx8	dns***@a*.com
Catherine Dooling	650 Live Oak Ave, Menlo Park, CA 94025	65043xxxx3
Edward Jones	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com			5	4			84699
Santikul, Clifton	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	wms********@r.com							14640		16000
Vantage Wealth Management	1 Waters Park Dr STE 98, San Mateo, CA 94403	65063xxxx0	dav*******@v**************.com
Gunn Financial	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx2	a.j*******@e********.com
Mission Investment Capital	39650 Liberty St, Fremont, CA 94538	51027xxxx0
Third Point	2180 Sand Hill Rd Ste 400, Menlo Park, CA 94025	65039xxxx5
Pravada Capital	355 Ambar Way Menlo Par, CA 94025	65064xxxx7
Atlantic Financial	32134 Alvarado Blvd, Union City, CA 94587	51042xxxx0	and*@a**************.com							116936		112000
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
King Paul	2105 S Bascom Ave Ste 148, Campbell, CA 95008	40887xxxx9
Whelan & Gratney Capital Management	611 Santa Cruz Ave Ste C Menlo Park, CA 94025	65083xxxx0
Sierra Ventures	2884 Sand Hill Rd Ste 100, Menlo Park, CA 94025	65085xxxx0	aar@s***********.com
P R Taylor Associates	535 Cowper St Palo Alto, CA 94301	65032xxxx0
UBS Financial Services Inc.	775 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	acc*************@u.com
Family Wealth Consulting Group	1740 Technology Dr Ste 260, San Jose, CA 95110	40845xxxx0	a@f***.net
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Mwy Fund Service	555 Twin Dolphin Dr, Redwood City, CA 94065	65048xxxx1
Cefcu	171 Branham Ln Ste 12, San Jose, CA 95136	40854xxxx0	aal************@c**.com
Investors Property Services	5 Newell Ct East Palo Alto, CA 94303	65056xxxx7
Winchester Development Group Co Borelli	1245 S Winchester Blvd, San Jose, CA 95128	40826xxxx9
Ameriprise Financial Advisors	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	ame***************@e.ameriprise
Cornerstone Capital	200 Homer Ave Palo Alto, CA 94301	65056xxxx0		5	1
Umpqua Bank	225 W Santa Clara St Ste 150, San Jose, CA 95113	40875xxxx0	aam*******@u*******.com					4	1189	50651	669	49000
Circarta Group Inc	2209 S Bascom Ave, Campbell, CA 95008	40887xxxx1
First Republic Bank - Temp. CLOSED	401 San Antonio Rd Ste 68 Mountain View, CA 94040	65038xxxx8	acc**********@f**********.com			5	7
Securities America Inc	2000 Broadway St, Redwood City, CA 94063	65036xxxx3	aar******@s**************.com
Myhomesus Investments	2787 Moorpark Ave San Jose, CA 95128	42477xxxx0	ada****@e****.com	3.4	5	5	1	4.8	51	3754	2104	3600
Pruneyard Financial Group	51 East Campbell Ave Ste 140 Campbell, CA 95008	40837xxxx4	hel@r********.com			5	4
Motif Investing, Inc.	400 S El Camino Real Ste 575, San Mateo, CA 94402	85585xxxx3
Fidelity Investments	398 W El Camino Real Sunnyvale, CA 94087	40873xxxx0	a61**@f*****.com	3.7	26	2.6	32			319987
Morgan Stanley Wealth Management	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx1	acm*********@m**********.com
Mills Property & Investment Management	881 Park Ave, San Jose, CA 95126	40856xxxx5
Cambria Group	2055 Woodside Rd Ste 195, Redwood City, CA 94061	65032xxxx0	cry@c*********.com
Metlife	950 Tower Ln Fl 10 Foster City, CA 94404	65028xxxx0				5	2
Charles Schwab	800 El Camino Real Ste 100 Menlo Park, CA 94025	65061xxxx0	jan***@s***.com			3.1	12
LK Wealth & Asset Management	320 Family Farm Rd, Woodside, CA 94062	65043xxxx1	adv*********@h**************.com	5	3							514
Morgan Stanley	2775 Sand Hill Rd, Menlo Park, CA 94025	83365xxxx7	acm*********@m**********.com
Stephanie Atalla - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx4	dns***@a*.com			5	2			16		20
Bo Shan	650 Live Oak Ave, Menlo Park, CA 94025	65043xxxx3
El Dorado Ventures	2440 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65085xxxx0
Balopole Investment Management Corp	1650 Borel Pl Ste 224, San Mateo, CA 94402	65057xxxx7	max@b*******.com
Lai Hing Ester Ng - Ameriprise Financial Services	164 Main St Ste 206 Los Altos, CA 94022	65094xxxx0	dns***@a*.com							16		17
Kensington Financial Group	1101 S Winchester Blvd Ste I-208 San Jose, CA 95128	40824xxxx5	fil*@f********.com			5	1
Integral Financial	1072 S De Anza Blvd Ste A206 San Jose, CA 95129	40899xxxx8	dee*********@i*.biz			1	4
Tomtex Investments Corp	30761 Dyer St, Union City, CA 94587	51044xxxx8
SDL Ventures/SDL Capital	4984 El Camino Real Ste 230 Los Altos, CA 94022	65055xxxx5	fki***@s********.com
Triple Point Capital Partners	2420 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0	j.s**@t*.com
Vannini Capital Management	203 Redwood Shores Pkwy, Redwood City, CA 94065	65061xxxx0
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com	4.5	2					200	4	202
Venrock	3340 Hillview Ave Palo Alto, CA 94304	65056xxxx0	abe@v******.com
Livia Argano Fiduciary	1165 Lincoln Ave, Ste 330 San Jose, CA 95125	40880xxxx9				3.7	3
Rockpoint Capital	419 S San Antonio Rd, Los Altos, CA 94022	65055xxxx0
LPL Financial - Blackmont Wealth Management Group	99 S Almaden Blvd Ste 600 San Jose, CA 95113	66923xxxx0	aar******@l.com			5	1
Dan Goldie Financial Services - Dirk Gilliard	750 Menlo Ave Ste 200, Menlo Park, CA 94025	65056xxxx1
Ameriprise Financial Advisors	425 Sherman Ave Ste 100 Palo Alto, CA 94306	65032xxxx6
Joshua Lelchook - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	ani*******@a*.com
Brighton Jones	530 Lytton Ave Fl 2 Palo Alto, CA 94301	65061xxxx0	acc*****@b**********.com
Cec Capital Management	2635 N 1st St, San Jose, CA 95134	40843xxxx5
Goldie Dan Finanical Services	750 Menlo Ave Ste 200, Menlo Park, CA 94025	65056xxxx1
Lasecke Weil Wealth Advisory Group	624 University Ave Palo Alto, CA 94301	65032xxxx0				2	1
Classic Portfolio Management	138 Yale Rd, Menlo Park, CA 94025	65032xxxx0
Evercore	2494 Sand Hill Rd, Menlo Park, CA 94025	65056xxxx0
Flagstar Bank	19330 Stevens Creek Blvd, Cupertino, CA 95014	40883xxxx0
NewCap Partners Inc.	2716 Wemberly Dr, Belmont, CA 94002	65063xxxx7	bua@n***.com
Michael B Mulvihill Cfp	4030 Moorpark Ave, San Jose, CA 95117	40824xxxx1	dom**@a*********.com	3	2					2986	27	3500
Edward Jones - Financial Advisor: Daniel J Zachary, CFP®\|ChFC®\|AAMS™	39500 Stevenson Pl Ste 201, Fremont, CA 94539	51079xxxx0	a.j*******@e********.com							87384		100000
Bff Capital Management	411 Borel Ave Ste 502, San Mateo, CA 94402	65057xxxx0	sup**@v*********.com
Gold Quest Investment	333 W Maude Ave Ste 103, Sunnyvale, CA 94085	40873xxxx8
Edelman Financial Engines	3945 Freedom Cir Ste 950, Santa Clara, CA 95054	88875xxxx2	aar@e*************.com							18779	20	20000
Goldsmith & Szabo	167 S San Antonio Rd Ste 16 Los Altos, CA 94022	65094xxxx0
Abundance Wealth Planning	39899 Balentine Dr Ste 200 Newark, CA 94560	51093xxxx7	jku@f*****************.com			5	9					111
TD Ameritrade	19349 Stevens Creek Blvd Cupertino, CA 95014	40897xxxx0	api@t***********.com			3	4			646210	192	658000
Eckmann, Lois	3075A Hansen Way, Palo Alto, CA 94304	65047xxxx6	ale********@m.com
Nexit Ventures	12930 Saratoga Ave Ste B9, Saratoga, CA 95070	40872xxxx5	ant********@n**********.com
Petersen Cathleen EA	14583 Big Basin Way Ste 6, Saratoga, CA 95070	40874xxxx2	adm@c*************.com	5	2
Daniel Lee	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx7	add******@f**********.com
Paul M Delzio	San Carlos, CA 94070					5	2
Rivermark Wealth Management	800 W El Camino Real Ste 180 Mountain View, CA 94040	40837xxxx7	inf@f******.com	5	6	5	1			254	21	290
Sunhill Investments	San Jose, CA 95101	40825xxxx6				5	1
Yintai Investment Company	2001 Gateway Pl, San Jose, CA 95110	40856xxxx3
Thompson Hutton	800 El Camino Real, Menlo Park, CA 94025	65061xxxx2	inf@l*************.com							2		2
Natalia Koritskaya - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	dns***@a*.com							425	22	441
Eric Han - Financial Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx9	dns***@a*.com
Borelli Investment Co	1275 S Winchester Blvd, San Jose, CA 95128	40855xxxx6
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
Constellation Wealth Advisors	3000 Sand Hill Rd Ste 2-160, Menlo Park, CA 94025	65041xxxx9	dav@c************.com
Crescendo Venture	600 Hansen Way, Palo Alto, CA 94304	65047xxxx0	bpl*@c**************.com
Meisebach Capital Management	100 Hamilton Ave Palo Alto, CA 94301	65056xxxx3
U.S. Venture Partners	2735 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0	aad*@u*.com							1436	24	1400
Morgan Stanley Wealth Management	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	acm*********@m**********.com
Sensiba	5960 Inglewood Dr Ste 201 Pleasanton, CA 94588	92527xxxx0	aar@s***.com			1.7	7			462	51	476
Chan CPA & Company	1885 S Winchester Blvd Ste 200 Campbell, CA 95008	40835xxxx1	bon*@c****.com			4.3	13					92
Dean Jackson	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx6	add******@f**********.com
Merrill Lynch Wealth Management	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx1	ale********@m.com		11
Peninsula Land and Capital	2390 El Camino Real Ste 210 Palo Alto, CA 94306	65032xxxx4	bsm*@p**********.com
Edward Jones - Financial Advisor: Aileen A Low	4966 El Camino Real, Ste 125 Los Altos, CA 94022	65056xxxx1	a.j*******@e********.com
Charles Schwab	240 3rd St Ste 100 Los Altos, CA 94022	65091xxxx3	ask****@s***.com			3.4	9
Unire Real Estate Group	883 N Shoreline Blvd, Mountain View, CA 94043	40844xxxx6	inf@u********.com	5	1
VIP-Vilmont Investment Properties	1601 El Camino Real, Belmont, CA 94002	65059xxxx5	deb**@v****.com										5	3
Fintan Partners	303 Twin Dolphin Dr, Redwood City, CA 94065	65068xxxx0
Momentor Ventures	Palo Alto, CA 94301		mom*********@w********.com
Edward Jones - Financial Advisor: Tom Coombs	1625 The Alameda, Ste 601, San Jose, CA 95126	40829xxxx8	a.j*******@e********.com			5	1
Arlington Land & Investmen T Co. Inc.	PO Box 1237, San Jose, CA 95108	40827xxxx5
Marcus & Millichap	2626 Hanover St Palo Alto, CA 94304	65039xxxx1		4.2	5
Don Woo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	don**@r.com
Arbor Capital	155 Bovet Rd Ste 406, San Mateo, CA 94402	65044xxxx5
Morgan Stanley Wealth Management	2725 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aal*****@m**********.com							113354	3089	131000
H & Q Asia Pacific	400 Hamilton Ave Ste 250, Palo Alto, CA 94301	65083xxxx8	ahu*@h*.com
Summit Partners	499 Hamilton Ave Palo Alto, CA 94301	65032xxxx6	aa@s*************.com
Nightingale Financial Advisory	1900 S Norfolk St, San Mateo, CA 94403	65084xxxx0
Dot Edu Ventures	650 Castro St Ste 270, Mountain View, CA 94041	65057xxxx8
Nikko Systems Solutions Ltd	1875 S Grant St, San Mateo, CA 94402	65034xxxx0	abh*********@k*.com
Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com
Flagstar Bank	124 De Anza Blvd, San Mateo, CA 94402	41576xxxx3
Global Financial Manage Inc	2471 Autumnvale Dr, San Jose, CA 95131	40858xxxx0
Securities American	101 Metro Dr, San Jose, CA 95110	40845xxxx0	aar******@s**************.com
Odus & Associates LLC. R.E Investment & Management	2787 Moorpark Ave, San Jose, CA 95128	40888xxxx4	cus**********@n*********.com
MYeCFO	171 Main St Ste 230 Los Altos, CA 94022	65023xxxx9	adv***@m***.com			2	1
Honosutomo, Lucie	99 Almaden Blvd, San Jose, CA 95113	40894xxxx4	rbc*******@r.com							14640		16000
The Angels Forum Management Company	PO Box 1605, Los Altos, CA 94023	65085xxxx0	car@h*****.com
Alan D Biller & Assoc Inc	535 Middlefield Rd Ste 230, Menlo Park, CA 94025	65032xxxx3	ala@a********.com	5	2
Merrill Lynch Wealth Management	333 Middlefield Rd, Menlo Park, CA 94025	65047xxxx8	ban*******************@m.com
Vertex Wealth Management	640 W California Ave Ste 210 Sunnyvale, CA 94086	40876xxxx4	mer************@l.com
Venture Growth Associates	2479 E Bayshore Rd Palo Alto, CA 94303	65085xxxx0
Whelan Capital Management	702 Marshall St, Redwood City, CA 94063	65036xxxx0
The Brauner Company	255 Shoreline Dr Ste 150, Redwood City, CA 94065	65057xxxx0	fri@b***********.com
Edward Jones - Financial Advisor: Jim Knipple	69 Washington St, Santa Clara, CA 95050	40898xxxx9
TA Associates	70 Willow Rd, Menlo Park, CA 94025	65032xxxx0	aad****@t.com
Mission Hill Investments Inc	212 Clarence Way, Fremont, CA 94539	51062xxxx4
Edward Jones - Financial Advisor: Christopher D Anderson	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
Beck Investment Management	345 Hamilton Ave, Palo Alto, CA 94301	65032xxxx0
Skyline Asset Management	121 W Washington Ave, Sunnyvale, CA 94086	40874xxxx7
Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®\|ChFC®\|AAMS™	165 University Ave, Palo Alto, CA 94301	65032xxxx3	a.j*******@e********.com
Liberty Asset Management	544 San Antonio Rd Mountain View, CA 94040	65055xxxx1
Sterling Stamos Capital Management LP	2498 Sand Hill Rd, Menlo Park, CA 94025	21228xxxx0	all@s**********.com
ASJ Real Estate Investments	11 Riviera Cir Redwood City, CA 94065	41527xxxx7	ado*@a**********.com			5	1
Fabian Hagnere Ventures	Redwood City, CA 94063	65029xxxx7				5	1
Milpitas Boulevard Ventures	691 S Milpitas Blvd, Milpitas, CA 95035	40895xxxx5
Oimatsu USA \|Fiduciary Holdings & SECURITIES COMPANY\|		66930xxxx2
Boston Common Asset Management	702 Marshall St, Redwood City, CA 94063	65029xxxx9
3P Equity Partners	3031 Tisch Way Ste 130, San Jose, CA 95128	40898xxxx0	inf@3******.com										5	1
Siena Wealth Management Inc	1550 The Alameda Ste 300, San Jose, CA 95126	40828xxxx0	rho**@s********.com							5382	47	5500
Curran & Lewis Investment MNT	555 Twin Dolphin Dr, Redwood City, CA 94065	65062xxxx2	fer***@c***********.com
Integrated Asset Management	3000 Sand Hill Rd Ste 4-100, Menlo Park, CA 94025	65023xxxx0
The Halo Fund	2665 Marine Way #1150, Mountain View, CA 94043	65085xxxx0	car@h*****.com
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	ama*******@a*.com							201	2	202
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Andrew Andrikopoulos - Financial Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65065xxxx5	and***************@a*.com
Whitney Investment Co.	801 Brewster Ave, Redwood City, CA 94063	65036xxxx0
Bettencourt Real Estate Services	1251 Park Ave, San Jose, CA 95126	40827xxxx0	adv******@m********.com	4	4					4045	124	4700
Castellon Professional Services	1279 Poplar Ave No.119 Sunnyvale, CA 94086	41565xxxx6	jn@m*********.com			5	1
Alpha Rush	3 E 3rd Ave, San Mateo, CA 94401	65037xxxx4	inf@a*******.com
Protected Investors Of America	39111 Paseo Padre Pkwy, Fremont, CA 94538	51074xxxx4	afa**@p***************.com
Potentia Wealth	1226 Lincoln Ave Ste 200 San Jose, CA 95125	40828xxxx6	ask@p*************.com			5	5			355	19	357
Simply Do It	Cupertino, CA 95014	65044xxxx4	ama*@s*******.net			4.8	23
The Blue Jade Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3	blu******@r.com
Croft Christopher D	513 Jackson Dr Palo Alto, CA 94303	65032xxxx0
Denise Hughes	San Carlos, CA 94070	65059xxxx9				5	3
Dfj	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	abd*******@d.com
Zuk & Associates	535 Middlefield Rd, Menlo Park, CA 94025	65032xxxx5	aga*@z*********.com
Grealish Investment Counseling	1710 S Amphlett Blvd, San Mateo, CA 94402	65095xxxx8	ken@g********.com
Hilary Hendershott Wealth Management	1922 The Alameda, San Jose, CA 95126	40876xxxx5
Danny Rozansky, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx0	abl@r******.com							996	8	1000
Money Intelligence	Cupertino, CA 95014	40865xxxx3	con**@m*******.com			1	2
Platinum Retirement Solutions	1101 S Winchester Blvd Ste A109, San Jose, CA 95128	40824xxxx7	inf@p*************************.com									2
Us Trust	1000 El Camino Real Ste 100, Menlo Park, CA 94025	65046xxxx0
Mish International Monetary	1154 University Dr Menlo Park, CA 94025	65032xxxx2	joh*****@m**************.com	4.1	29	4.6	38
Investment Exchange Services	360 Kiely Blvd, San Jose, CA 95129	40898xxxx5
F & W Investment Co.	3750 Charter Park Dr, San Jose, CA 95136	40826xxxx6
Brian Araki	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx3	acc**********@f**********.com
Pariveda Investment Management	5050 El Camino Real Ste 102 Los Altos, CA 94022	65058xxxx1	ach**********@p*****.com
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	ani*******@a*.com							397		416
Merrill Lynch Wealth Management	5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129	40855xxxx0	aas**********@m.com
Currenex	1700 Seaport Blvd Ste 240, Redwood City, CA 94063	65036xxxx7	aca**@c*****.com
Osborne Partners Capital Management	525 Middlefield Rd, Menlo Park, CA 94025	65085xxxx0	aar**@o************.com
REI Invest Inc.	1161 Ringwood Ct Ste 130, San Jose, CA 95131	40843xxxx6											1	1
Castaneda-Sargenti-Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Gibraltar Investment Corp	250 Del Medio Ave, Mountain View, CA 94040	65094xxxx2
RFS Investment	1217 Matisse Ct Sunnyvale, CA 94087	40877xxxx8
Kaspick & Company	203 Redwood Shores Pkwy Ste 300, Redwood City, CA 94065	65058xxxx0
Cefcu	3980 Rivermark Plz, Santa Clara, CA 95054	40854xxxx0	aal************@c**.com	5	3					50684
El Camino Investment	2051 El Camino Real, Palo Alto, CA 94306	65032xxxx2
Albert Hsia - Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alb********@a*.com
Gene Gordon	1001 Page Mill Rd Morgan Stanley Palo Alto, CA 94304	80023xxxx5	bet*****@m************.com
Brian’s Trade	Sunnyvale, CA 94089	66920xxxx4
Edward Jones - Financial Advisor: Zubair A Hakimi, AAMS™	43360 Mission Blvd Ste 210, Fremont, CA 94539	51065xxxx6	a.j*******@e********.com							149	5	151
Morgan Stanley Wealth Management	1001 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	a.c****@p******.com							112980	3042	129000
Financial Journey Partners	101 Metro Dr Ste 264 San Jose, CA 95110	40896xxxx8	ari**@f*************.com			5	2
Eaerendil	885 N San Antonio Rd, Los Altos, CA 94022	65094xxxx4
Lehrer Management Co.	20400 Stevens Creek Blvd, Cupertino, CA 95014	40899xxxx9	adi@c****.com									964
The Abrams Private Wealth Management Group - Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx9	abr*****************************@a*.com
Steve Bono	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx5	acc**********@f**********.com
Swan Ventures	Serving theMountain View Area	65032xxxx1
Prialta Advisors	1737 N 1st St, San Jose, CA 95112	40843xxxx0
Tiemann Investment Advisors	750 Menlo Ave, Menlo Park, CA 94025	65056xxxx0	inf@t*****.net
Tray3	150 Alta Vista Dr, Atherton, CA 94027	65023xxxx2
Elgan Investments	883 N Shoreline Blvd Mountain View, CA 94043	40872xxxx9	baf***************************@s***.wixpress
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	48
Edward Jones	2280 Lincoln Ave Suite 100, San Jose, CA 95125	40844xxxx6	a.j*******@e********.com							87358		99000
Carrick Bend Advisors	72 E 3rd Ave Ste 3, San Mateo, CA 94401	65029xxxx0
Alpha Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx6	abc*****@u.com
Sigma Partners	1600 El Camino Real, Menlo Park, CA 94025	92590xxxx2	am@s************.com
Usvp Management Co	1460 El Camino Real, Menlo Park, CA 94025	65023xxxx6	aad*@u*.com
S.I.M. Investment Corporation	65 W Hamilton Ave Ste 4, Campbell, CA 95008	40842xxxx0
Parkhurst, Justin	99 Almaden Blvd, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
GSV Asset Management	2925 Woodside Rd, Woodside, CA 94062	65023xxxx7	cat****@g**.com
Morgan Stanley Wealth Management	181 2nd Ave, San Mateo, CA 94401	65034xxxx0
Sears Capital Management	300 3rd St Ste 6 Los Altos, CA 94022	65094xxxx7
Bedrock Capital Management Inc	4300 El Camino Real, Los Altos, CA 94022	65020xxxx4	aah*@a*.com
Algo Depth	2191 Louis Rd, Palo Alto, CA 94303	40193xxxx8	adr*@a******.com
Edward Jones - Financial Advisor: Evonne Carter	855 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							85136
S4 Capital	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0			11
Bordeaux Wealth Advisors	1550 El Camino Real Ste 100, Menlo Park, CA 94025	65028xxxx5	inf@b**************.com
Hynek Financial Adviser's	333 W Santa Clara St Ste 606, San Jose, CA 95113	40899xxxx0	gay*****@l.com
Real Estate Investment & Management	6267 Lido Ct, Newark, CA 94560	51079xxxx5
Federal Realty Investment Trust	3155 Olsen Dr, San Jose, CA 95117	40855xxxx0	aa@f************.com
Stasiak Ronald	51 E Campbell Ave, Campbell, CA 95008	40837xxxx0	ame****************@a*.com
FIG Capital	1091 Lincoln Ave, San Jose, CA 95125	40829xxxx0	dhc***@f*******.com
Tnp Capital Management Inc	894 Shirley Ave, Sunnyvale, CA 94086	40873xxxx5
Fornine Investment Co	2377 Senter Rd, San Jose, CA 95112	40829xxxx5
Edward Jones - Financial Advisor: Robert W Diaz	1309 S Mary Ave Ste 204, Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com									82
Edward Jones - Financial Advisor: Todd Bergstrom, CFP®\|AAMS™	21710 Stevens Creek Blvd Ste 135, Cupertino, CA 95014	40897xxxx9	a.j*******@e********.com							87384		100000
Cognizant Wealth Advisors	530 Lytton Ave Fl 2 , Ste 224 Palo Alto, CA 94301	65020xxxx2	art******@c************.com			5	1			330	3
Nelson Capital Management	1860 Embarcadero Rd Palo Alto, CA 94303	65049xxxx0	adr***@n**********.com
Morgan Stanley Wealth Management	2775 Sand Hill Rd, Menlo Park, CA 94025	65092xxxx7	acm*********@m**********.com
Opus: Advice First - Ameriprise Financial Services	2479 E Bayshore Rd Ste 235 Palo Alto, CA 94303	65047xxxx0	and*********@a*.com			1.5	2			221	10	228
Chamberlain Financial Planning & Wealth Management	644 N Santa Cruz Ave Ste 12 Los Gatos, CA 95030	80034xxxx0				5	1
Southwest Expressway Investors	1540 Southwest Expy, San Jose, CA 95126	40829xxxx9
Brand Capital International	100 Marine Pkwy Ste 175, Redwood City, CA 94065	65024xxxx3	con**@b***********.com
InvestSkills	Palo Alto, CA 94301	65053xxxx6				5	3
New Dawn Investments	Cupertino, CA 95014	51266xxxx2	aar@n***************.com			5	2
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services	920 Saratoga Ave Ste 105C, San Jose, CA 95129	40849xxxx9	dns***@a*.com							49		50
Erik Cormier - Financial Advisor, Ameriprise Financial Services	522 Ramona St, Palo Alto, CA 94301	86028xxxx2	dns***@a*.com							325		332
Ameriprise Financial Advisors	1 Almaden Blvd Ste 810 San Jose, CA 95113	40828xxxx0	bri*******@a*.com			3	2
Alice Simpson - Ameriprise Financial Advisor	425 Sherman Ave Ste 100 Palo Alto, CA 94306	65032xxxx6
Flagstar Bank	2875 El Camino Real, Palo Alto, CA 94306	65031xxxx0
Wilson Investment Properties	14435 Big Basin Way Ste 240 Saratoga, CA 95070	40886xxxx7	inf@t*****************.com	2.5	2	1	3
Ameriprise Financial Advisors	51 E Campbell Ave Campbell, CA 95008	40837xxxx0				5	1
Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™	12297 Saratoga Sunnyvale Rd Ste 200, Saratoga, CA 95070	40887xxxx1	a.j*******@e********.com							87384		100000
Altos Investments, Inc	4 Main St Ste 210, Los Altos, CA 94022	65026xxxx4	and@t*******.com
Fairway Financial Consulting	37600 Central Ct Ste 264 Newark, CA 94560	51078xxxx2	c18***************************@s***.wixpress			5	1
Bennicas & Associates	2995 Woodside Rd Ste 250, Woodside, CA 94062	65085xxxx1	pat**************@b***************.com
SoftBank Vision Fund	300 El Camino Real, Menlo Park, CA 94025	65056xxxx0	myf*****@v*******.com	3.9	14
Vested Financial Planning	San Carlos, CA 94070	65071xxxx4	edb***********************************@w***************.com			5	33					165
Laura Afoa Insurance Services	1777 Borel Pl Ste 511, San Mateo, CA 94402	65021xxxx6	dan***@a**********.com									226
Morgan Stanley Wealth Management	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acm*********@m**********.com
Holloway Investment Co.	483 Seaport Ct, Redwood City, CA 94063	65036xxxx1
Into Wealth Inc	2077 Gold St, Alviso, CA 95002	40826xxxx8
Wealth Cairn	910 E Hamilton Ave Ste 350 Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress									235
Birkbeck Capital	154 Cottonwood Ct Mountain View, CA 94043	65041xxxx8
Raymond James	644 Emerson St Ste 12, Palo Alto, CA 94301	65056xxxx1	aar**********@r*********.com							17365		18000
Nelson Capital	545 Middlefield Rd, Menlo Park, CA 94025	65032xxxx0
Holbrook Global Strategies	635 Bryant St, Palo Alto, CA 94301	65039xxxx8
L & A	30 Union Ave, Campbell, CA 95008	40837xxxx1	ame****************@a*.com							132688		134000
Silicon Valley Wealth Management Group	560 S Winchester Blvd Ste 500, San Jose, CA 95128	40870xxxx4											4	2
Capital Planning Partners	1 Almaden Blvd Ste 610, San Jose, CA 95113	40899xxxx3	inf@d************.com
Siena Wealth Management	3055 Olin Ave, San Jose, CA 95128	40824xxxx0	rho**@s********.com							5382	47	5500
Papadoyannis & Associates - Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	ani*******@a*.com							397		416
Pace, Carlton, CFP	99 Almaden Blvd, San Jose, CA 95113	40894xxxx2	car*******@r.com
Charles Schwab	438 E El Camino Real Sunnyvale, CA 94087	40852xxxx0	ej.******@s***.com	3.7	15	3.2	18
Cerity Partners	203 Redwood Shores Pkwy, Redwood City, CA 94065	65046xxxx6	aad*@c***********.com
Harvest Properties	1400 Fashion Island Blvd, San Mateo, CA 94404	65052xxxx0
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com	5	3					169		167
Blue Bell Enterprises	4020 Moorpark Ave, San Jose, CA 95117	40855xxxx0	cin@p************.com
Athena Advisors	285 Hamilton Ave Ste 250 Palo Alto, CA 94301	65085xxxx1
Blanco Technology International	Los Altos, CA 94024	65096xxxx2				2	4
Wells Fargo Private Bank	225 W Santa Clara St Ste 1400, San Jose, CA 95113	40894xxxx0	aar********@w*******.com							153810		11
Edward Jones - Financial Advisor: Aaron Chung	4966 El Camino Real Ste 125 Los Altos, CA 94022	65056xxxx1	acc********@e********.com
Carty Matt	3075 Hansen Way # B, Palo Alto, CA 94304	65084xxxx0
First Republic Bank	2550 Sand Hill Rd Ste 100 Menlo Park, CA 94025	65023xxxx0	aa@f************.com	4	4	4	4
Peter Jung - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	40855xxxx3	dns***@a*.com
Bryan Russell - Mortgage Consultant	750 University Ave Ste 275 Los Gatos, CA 95032	40865xxxx5	aas*@o*********.com			5	10
Umpqua Bank	2033 Gateway Pl, San Jose, CA 95110	40896xxxx5	aam*******@u*******.com							50773	577	49000
Stephanie Atalla - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com		6					16		20
Fuller & Thaler Asset Management Inc	411 Borel Ave Ste 300, San Mateo, CA 94402	65057xxxx4	afu**@f*********.com	4	4
John W Parker Investment Management	Palo Alto, CA 94301	65032xxxx7				1	1
Mayfield Investment Company Inc	1023 Corporation Way Ste 2, Palo Alto, CA 94303	65049xxxx0
UBS Financial Services Inc	775 Page Mill Rd Palo Alto, CA 94304	65049xxxx0	aar*****@u.com			2.3	8			229873		242000
Waverley Wealth Management	2570 W El Camino Real, Mountain View, CA 94040	65055xxxx0	inq****@w***********.com
Merrill Lynch Wealth Management	3075A Hansen Way, Palo Alto, CA 94304	65047xxxx8	al_*******@m.com
U.S. Bancorp Investments - Financial Advisors: David T Lee	1570 Grant Rd, Mountain View, CA 94040	65096xxxx9	aar**********@u***.com
Pwjohnson Wealth Management	2051 Grant Rd, Los Altos, CA 94024	80021xxxx7	aus***@p******.com
Glynn Capital Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx5	ali*@g*********.com
Dempsey & Associates	111 Main St, Los Altos, CA 94022	65094xxxx8	cd@c*********.com	5	1
Madrone Capital	3000 Sand Hill Rd Ste 1-150, Menlo Park, CA 94025	65056xxxx0	bfa*@a**********.com
Tali Alon - Branch Manager, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65065xxxx5	dns***@a*.com									171
Morgan Stanley	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	acm*********@m**********.com
Penn Mutual	3 Lagoon Dr Ste 280 Redwood Shores, CA 94065	65059xxxx0				5	1
Edward Jones - Financial Advisor: Shane Jacksteit	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com	5	2	5	2			97
Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
La Fosse Asset Management	812 Pollard Rd, Los Gatos, CA 95032	40837xxxx7	abh***@m********.com							4045	124	4700
Edward Jones - Financial Advisor: Rhonda Wentzel	1100 Alma St, Menlo Park, CA 94025	65032xxxx1	a.j*******@e********.com
Heckman Financial & Insurance Services	333 W Santa Clara St Ste 604 San Jose, CA 95113	40829xxxx0	nn@w************.com	4.6	7	5	2				100
Breakwater Capital Management	95 1st St Ste 138 Los Altos, CA 94022	65091xxxx0
Daly Ellen Real Estate Investor	Sunnyvale, CA 94085	40872xxxx0
Ai Asset Management	1090 Leslie Dr, San Jose, CA 95117	40898xxxx4
Oakhurst Financial	1059 Fremont Ave, Los Altos, CA 94024	40821xxxx3	jer@o**************.com		5
American Century Investments	1665 Charleston Rd, Mountain View, CA 94043	65096xxxx0	aan*******@a************.com							8341		8500
Blackbeard	6600 Dumbarton Cir, Fremont, CA 94555	71649xxxx1
Financial Clarity	2570 W El Camino Real Mountain View, CA 94040	65055xxxx0	con**@f*************.com
Symons R Kenneth Certified Financial Planner	659 Mccarty Ave, Mountain View, CA 94041	65096xxxx7
Eva Prasad	2221 Oakland Rd Ste 100 San Jose, CA 95131	40860xxxx4	ont********@h**********.com
Sargenti, Gary	99 Almaden Blvd, San Jose, CA 95113	40894xxxx0
Fit Bearings	47881 Fremont Blvd, Fremont, CA 94538	51062xxxx8	doe@f********.com		7
Matzger James A	401 Alberto Way Ste 3, Los Gatos, CA 95032	40839xxxx0
City National Bank	1 Almaden Blvd Ste 100 San Jose, CA 95113	40839xxxx0	aba*****@n*****.cnb			3.7	3
Brett Macauley - Ameriprise Financial Advisor	2441 Park Blvd Ste A104 Palo Alto, CA 94306	65047xxxx0	dns***@a*.com			5	2
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
Fox Paine	2105 Woodside Rd Ste 4, Redwood City, CA 94062	65021xxxx0	amb*@f*****.com
Beacon Wealth Advisory	800 W El Camino Real Suite 180 A, Mountain View, CA 94040	65088xxxx0	inf@b******.com
Raymond James	51 E Campbell Ave Unit 109, Campbell, CA 95009	40837xxxx0	con**@a********.com
Menlo Advisors	800 Oak Grove Ave, Menlo Park, CA 94025	65068xxxx0	inf@m***********.com
Edward Jones - Financial Advisor: Ivy L May	702 Marshall St Ste 400, Redwood City, CA 94063	65036xxxx8	a.j*******@e********.com							87384		100000
Edward Jones - Financial Advisor: Mandy Andrei, CFP®\|AAMS™	1045 W El Camino Real Suite C, Mountain View, CA 94040	65032xxxx6	a.j*******@e********.com	5	5					87174		99000
Grassi Investment Management	2350 Mission College Blvd, Santa Clara, CA 95054	65093xxxx0	buz@g*********.com
Pariveda Investment Management	2483 Old Middlefield Way, Mountain View, CA 94043	65058xxxx1	ach**********@p*****.com
Salt Creek Capital Management	726 Morgan Pl, Los Altos, CA 94024	65038xxxx0	and*@s*********.com
Evart Young & Hobbs Investment Management	3 Lagoon Dr Ste 155, Redwood City, CA 94065	65080xxxx2
West Valley Properties Inc	280 2nd St Ste 110, Los Altos, CA 94022	65055xxxx4	apa*****@w*****************.com	3	2
Stanford Investment Group Inc	2570 W El Camino Real Ste 520, Mountain View, CA 94040	65094xxxx7
Silicon Valley Future Capital	Palo Alto, CA 94304	65066xxxx8
Far Western Land And Investment Company Inc.	3977 Fabian Way, Palo Alto, CA 94303	65073xxxx5
Edward Jones - Financial Advisor: Katrina C Yun-Nikolac	165 University Ave Palo Alto, CA 94301	65032xxxx3	a.j*******@e********.com			5	1
Fidelity Investments	2580 W El Camino Real Suite 9, Mountain View, CA 94040	80036xxxx5	a61**@f*****.com	3.3	15					314741
Stanford Property & Finance	425 Sherman Ave, Ste 330 Palo Alto, CA 94306	65049xxxx0	and*@s*******.com			3.9	11
Fremont Bank	565 San Antonio Rd Ste 21, Mountain View, CA 94040	65039xxxx1	aar*******@f********.com	5	7					7237	294	7200
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com	4.3	3
Jing Chien - Ameriprise Financial Services	1999 S Bascom Ave Ste 470 Campbell, CA 95008	40837xxxx0	cor*********@a*.com			5	1
Rugh Financial	2225 E Bayshore Rd, East Palo Alto, CA 94303	65064xxxx4	nic@r***********.com
Fan Asset Management	201 San Antonio Cir Ste 265 Mountain View, CA 94040	65055xxxx0	ste******@f*****.com
Fidelity Investments	4160 N 1st St San Jose, CA 95134	80054xxxx9	a61**@f*****.com			2.2	14
Galileo Planning Group Inc	1300 S El Camino Real Ste 510, San Mateo, CA 94402	65032xxxx0	jan@g******************.com
Astellas Venture Capital	2882 Sand Hill Rd Ste 121, Menlo Park, CA 94025	65056xxxx0	pri**@a*****.com
Silicon Valley Financial Group	950 S Bascom Ave, San Jose, CA 95128	40828xxxx0	bec@s*.com
Morgan Stanley Wealth Management	8239 Enterprise Dr, Newark, CA 94560	51079xxxx0	acm*********@m**********.com							112980	3042	129000
Shawn Okumura, CFP CMFC	1100 Lincoln Ave Ste 240 Transitions Wealth Advisors San Jose, CA 95125	40835xxxx2				5	1
Dongding Investment Co	47697 Westinghouse Dr, Fremont, CA 94539	51049xxxx2
Silicon Valley Bank	3003 Tasman Dr, Santa Clara, CA 95054	40865xxxx0	aa@s**.com							6		7
Leylegian Investment Management Inc	813 El Camino Real, Atherton, CA 94027	65032xxxx0
Opportunity Fund	111 W Saint John St Ste 800, San Jose, CA 95113	40829xxxx4	ade@o************.org
Waddell & Reed Bay Area Market	1999 S. Bascom Ave Suite 400, Campbell, CA 95008	40836xxxx0	6d3***********************************@w***************.com
Salt Creek Capital Management	1001 Obrien Dr, Menlo Park, CA 94025	65038xxxx0	aar@s*********.com
Julie Ping He, CFP - Gateway Financial Advisor	2570 North First St Ste 200 San Jose, CA 95131	40850xxxx8	adm***@g***********.com			5	8
U.s. Bank Atm - Capital Swap Meet	3630 Hillcap Ave, San Jose, CA 95136	80087xxxx7	dpr*@w*******.com	4.2	1508			4.7	267	25012	26675	32000
Morgan Stanley Wealth Management	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Edward Jones - Financial Advisor: Steve Duffy	900 Lafayette St Ste 503, Santa Clara, CA 95050	40824xxxx1	a.j*******@e********.com							87384		100000
Luminous Capital	4400 Bohannon Dr Ste 230, Menlo Park, CA 94025	65043xxxx8
Dollins Steven	33400 Turnstone Pl, Fremont, CA 94555	51050xxxx1
Frank A Branson Inc	200 Homer Ave, Palo Alto, CA 94301	65032xxxx0
Rugh Financial	2225 E Bayshore Rd Ste 200 Palo Alto, CA 94303	65064xxxx4	nic@r***********.com
Barbara Madden - Financial Advisor, Ameriprise Financial Services	164 Main St Ste 206, Los Altos, CA 94022	65094xxxx0	bar***********@a*.com							39		40
Ameriprise Financial Advisors	2479 East Bayshore Rd Ste 235 Palo Alto, CA 94303	65047xxxx0	ame***************@e.ameriprise							132659		134000
Davis Financial Management	2105 S Bascom Ave, Campbell, CA 95008	40834xxxx0	ali@d****.com
UBS Financial Services	64 Willow Pl Ste 200 Menlo Park, CA 94025	65028xxxx0	aar*****@u.com			3.5	4			229873		242000
Williams Howie And Associates A Branch Of American Express	4675 Stevens Creek Blvd, Santa Clara, CA 95051	40826xxxx3	aar@a************.com							920868		79
Edward Jones - Financial Advisor: Rafe Ann Du Bois	1309 S Mary Ave Ste 204 Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com
Morgan Stanley Wealth Management	650 Castro St, Mountain View, CA 94041	65031xxxx0	acm*********@m**********.com
Westech Investment Advisors	3130 Alpine Rd, Portola Valley, CA 94028	65039xxxx6	abd****@w********.com
Altos Financial Planning Associates	4100 Moorpark Ave, San Jose, CA 95117	40824xxxx1	alt*****@e******.net
Asset Management Ventures	2595 E Bayshore Rd Ste 240, Palo Alto, CA 94303	65062xxxx8	ass@a*****.com
Vilmont Investment Properties	864 Laurel St Ste 200, San Carlos, CA 94070	65059xxxx5	bra**@v****.com	3.4	5								3.5	3
Darien Tung - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx3	dar********@a*.com									100
*ETRADE - Temp. CLOSED**	124 University Ave Palo Alto, CA 94301	86678xxxx5	adv**********@e***.com			1.7	20			166404		170000
JPG Wealth Solutions Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5
Financial Engines	1050 Enterprise Way, Sunnyvale, CA 94089	40849xxxx0	aau****@f*************.com
Transcontinental Capital Partners	540 Cowper St Ste 200 Palo Alto, CA 94301	65032xxxx8
Stifel	550 S Winchester Blvd, San Jose, CA 95128	40898xxxx1	abb**@s***.com							4743		5200
Exchange Bank Trust & Investment	1 First St Ste 9 Los Altos, CA 94022	65054xxxx0	a@e***********.com
Magic Venture Capital	335 Lowell Ave # 300, Palo Alto, CA 94301	65032xxxx9
Morling Financial Advisors	39355 California St Ste 201A Fremont, CA 94538	84466xxxx4	axx******@m*********************.com
Merrill Lynch Wealth Management	101 S Ellsworth Ave, San Mateo, CA 94401	65057xxxx0	ban*******************@m.com	3	2
Bt Properties-Management & Investment Services	800 W El Camino Real Ste 180, Mountain View, CA 94040	65090xxxx1	ab@b***********.com	2.2	11										3	167
Wfafn	3031 Tisch Way, San Jose, CA 95128	40872xxxx7
Phu Quy, Inc.	111 N Market St, San Jose, CA 95113	40859xxxx9
Bisceglia Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx4	abc*****@u.com
Alpha Impact Investment Management Partners	1280 Bay Laurel Dr, Menlo Park, CA 94025	65046xxxx5	aco***@i********.com
Ardent Capital	PO Box 455, Los Altos, CA 94023	65088xxxx8	inf@a************.com			5	1
Nicholson Co	4100 Moorpark Ave, San Jose, CA 95117	40837xxxx4	bob@t************.com
Authentikos Advisory	1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037	84432xxxx1	bxx******@a********.com			3.7	6
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Albright Investment Management	1777 Borel Pl Ste 305, San Mateo, CA 94402	65057xxxx0	ake**@k**************.com
Jones Fay F	1134 Crane St Menlo Park, CA 94025	65032xxxx6
Edward Jones - Financial Advisor: Sirinee Tippakorn, CFP®\|ChFC®\|AAMS™	1 Twin Pines Ln Ste 104, Belmont, CA 94002	65080xxxx4	a.j*******@e********.com							87384		100000
Nova Partners	185 Moffett Blvd, Mountain View, CA 94043	65069xxxx0
Brian Ruiz Insurance	4010 Moorpark Ave Ste 209 San Jose, CA 95117	40839xxxx0	bri@b***************.com			4.5	8
Venturestar Inc	333 W San Carlos St, San Jose, CA 95110	40828xxxx8
Evla Hills Equity Services	495 N Whisman Rd, Mountain View, CA 94043	65062xxxx9	don*****@e******.com
Barney Smith	411 Borel Ave Ste 220, San Mateo, CA 94402	65035xxxx0
Shoreline Investment Management Company	1501 Page Mill Rd, Palo Alto, Ca 94304	65085xxxx4
Atrium Capital Corp	3000 Sand Hill Rd Ste 3-110, Menlo Park, CA 94025	65023xxxx8	bfa*@a**********.com
Firsthand Technology Value Fund, Inc	150 Almaden Blvd, San Jose, CA 95113	40888xxxx6	mir***@f*********.com
Edward Jones - Financial Advisor: Mary Beth Hambly	855 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							85136
Adam Ward - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx9	ada******@a*.com
Victor Adint - Raymond James	229 W Main St, Los Gatos, CA 95030	40840xxxx9	aar**********@r*********.com
Courtland Partners Ltd	1475 S Bascom Ave, Campbell, CA 95008	21652xxxx0	a@s**************.com
Grassi Investment Management	1804 N Shoreline Blvd Ste 140, Mountain View, CA 94043	65093xxxx0
Dreyfus Investment Services	435 Tasso St Palo Alto, CA 94301	65032xxxx3
Cypress Capital Group		65042xxxx3	ala*******@c************.com	4.8	5
Rockefeller Capital Management	2570 W El Camino Real Ste 600, Mountain View, CA 94040	65055xxxx0	avi**@r***.com
Clarity Wealth Advisors	2160 The Alameda, San Jose, CA 95126	40856xxxx0	inf@c*******.com
Wealth Management Associate - U.S. Bancorp Investments: Markjohn Tobias	1570 Grant Rd, Mountain View, CA 94040	65042xxxx3	aar**********@u***.com
Vita Planning Group Investment	900 N Shoreline Blvd, Mountain View, CA 94043	65056xxxx0	amy@v************.com
Edward Jones	21710 Stevens Creek Blvd Ste 140 Cupertino, CA 95014	40897xxxx9	a.j*******@e********.com			1	2
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77			2847	28	2900
401(k) & 403(b) Fiduciary Advisors, Inc.	10 Scenic Way Apt 108, San Mateo, CA 94403	65093xxxx0	jer**@4*******.com							173		177
W & B Investments	43801 Mission Blvd Ste 201, Fremont, CA 94539	51040xxxx1	dea@w***********.net
Adero Partners	306 Cambridge Ave, Palo Alto, CA 94306	65025xxxx0
Kestrel Investment Management Corp	411 Borel Ave, San Mateo, CA 94402	65057xxxx0	ake**@k**************.com
Maven Management	15 E Main St, Los Gatos, CA 95030	40840xxxx3	bri*@m****.com	4.3	18					34	4	33
Robert Graham - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	dns***@a*.com
Cali Investments	14510 Big Basin Way, Saratoga, CA 95070	40874xxxx0
Sand Hill Global Advisors	245 Lytton Ave Ste 300 Palo Alto, CA 94301	65085xxxx0	ach**@s*******************.com	4	2
Arta Finance	153 Castro St Suite 200, Mountain View, CA 94041	65031xxxx8	jsm*@a********.com	5	4
EP Wealth Advisors	177 Bovet Rd Ste 600, San Mateo, CA 94402	65071xxxx0	ab@e*******.com
Edward Jones - Financial Advisor: Sy Nguyen	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
Phuong N Quach - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com	4.3	3	5	1