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Investment Advice

Asset Management

   Cis Investments Inc

   Kubera Investments Llc

   Bny Mellon Wealth Management

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Banks-Consulting Services

   Gramercy Venture Advisors

   Svb Capital

   Pasadena Funding

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Certified Financial Planners

   Napa Valley Wealth Management

   Schomaker, Suzanna A

   Integrated Financial Cnsltnts

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Financial Advisory Services

   Grace Investments

   River City Financial

   Hunter World Markets

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Financial Document Information Services

   Roam Scanning Services

   John Towers Financial Services Inc

   Alliance Payment Technologies inc

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Financial Planning Consultants

   Investment Lucas Center

   Financial Alliance

   Ameriprise Financial

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Financial Report Analysts

   Moody's Investors Service Inc

   Svb Analytics

   Moody's Analytics

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Financing Consultants

   Afg Insurance & Financial

   Better Credit Systems

   Newport Financial Mgmt Inc

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Futures Advisory Service

   Talia's Italian Restaurant

   Alls Global Advisors Inc

   Jason International Corp

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Invested Management

   Republic Restaurant & Lounge

   Robert Osher Investment Mgmt

   Bjk Investments

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Investment Advisory Referral Service

   Freedom Financial Services

   Gamma Partners LLC

   Bourelle Wealth Management

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Investment Counselors

   Mc Donald Capital Investors

   Research Affiliates LLC

   Mtrader

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Investment Research

   Trimtabs Investment Research, Inc

   Dennis Stanfill CO

   Fong Gifford Associates

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Investment Trusts

   Skywardinvestors

   Arash Joseph Jobrani Trust Inc

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Manager of Mutual Funds, Contract or Fee Basis

   Flagherty & Crumrine Preferred Income Fund Inc

   Summer Home Investment Club

   Lpl Financial

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Mergers and Acquisitions

   California Acquisitions

   Spep Acquisition Corp

   Invision BC&R

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Retirement Planning Services

   Thames Tax & Retirement Services

   Ross & Harris Estate Planning

   California Estate Preservation

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Tax Sheltered Investments

   NES Financial

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