Business List: Investment Banks in Raleigh, NC, USA

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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
Wells Fargo Bank	1701 N Harrison Ave Cary, NC 27513	91938xxxx6	aar********@w*******.com	4	15					154096		11
Merrill Lynch Financial Advisor Matthew J. Szymanski	4242 Six Forks Rd #1800, Raleigh, NC 27609	91982xxxx3	ann*******@m.com
Openshaw, George C	3800 Glenwood Ave, Raleigh, NC 27612	91978xxxx7	acc********@m**********.com
Wind Chime Wealth Partners-Ameriprise Financial Services	183 Wind Chime Ct, Raleigh, NC 27615	91932xxxx6	bev*********@a*.com							223	4	219
Heath Investment Group Inc	8406 Six Forks Rd, Raleigh, NC 27615	91987xxxx5	aaf*@n****.net
Carroll, James R	3110 Edwards Mill Rd Ste 300, Raleigh, NC 27612	91978xxxx0
Melinda Poulton - Thrivent	5540 Centerview Dr Ste 200, Raleigh, NC 27606	70398xxxx3	adm@d*********.com
Lewis Financial Management	4904 Professional Ct, Raleigh, NC 27609	91987xxxx0	drl**@l*******.com
JJ Bail Bonds	2522 S Wilmington St, Raleigh, NC 27603	91979xxxx1
Fortres Financial Partners	5623 Duraleigh Rd. Ste 141, Raleigh, NC 27612	91932xxxx1	a.-****@f**.org
Fifth Third Bank & ATM	7541 Creedmoor Rd, Raleigh, NC 27613	91979xxxx0	adr***********@5.com	2.6	17					220989	3813	223000
Rodney Clack	4525 knightsbridge way, Raleigh, NC 27604	91966xxxx0
Townsend Asset Management Corp	5120 Bur Oak Cir, Raleigh, NC 27612	91978xxxx9	adv**@a*****.com							210	2	200
Armor Investment Advisors, LLC	4101 Lake Boone Trail #208, Raleigh, NC 27607	91957xxxx2	aha**@a********************.com
Silloh Investment Solutions	2520 Foxgate Dr, Raleigh, NC 27610	91987xxxx2
Ajg Capital Investments	620 Chapanoke Rd, Raleigh, NC 27603	40265xxxx4
TA Financial Strategy	4208 Six Forks Rd Ste 1000, Raleigh, NC 27609	91982xxxx2	al@t******************.com
Wells Fargo Advisors	2600 Hillsborough St, Raleigh, NC 27607	91966xxxx1
Woodforest National Bank	10050 Glenwood Ave Raleigh, NC 27617	91929xxxx5	a@w*********.com			1	1
Salasar Investments	9204 Falls Of Neuse Rd Ste 200, Raleigh, NC 27615	91984xxxx9
William K. Norman IV	100 E Tryon Rd, Raleigh, NC 27603	91971xxxx7	ada******@f**********.com							12617		13000
Bank of America Financial Center	4261 The Circle At North Hills St Raleigh, NC 27609	91978xxxx0	ban********@e**.bankofamerica	2.6	32	2.6	5			891373
Jeff Marshall	3535 Glenwood Ave, Raleigh, NC 27612	91953xxxx0	a.u*****@t******.com							7316	555	7800
Tri-Town Properties, LLC	8480 Honeycutt Road, Suite 200, Raleigh, NC 27615	91950xxxx0
Noble Investment	500 Fayetteville St, Raleigh, NC 27601	91975xxxx2	adi***********@n************.com
Sielatycki, Phillip P, AGT	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx7	ame****************@a*.com							132699		134000
Edward Jones - Financial Advisor: Brian M Price	9101 Leesville Rd Ste 123, Raleigh, NC 27613	91984xxxx7
Living Ultra-Violet	4836 Crockett Ct, Raleigh, NC 27606	91984xxxx9
First Charter	7541 Creedmoor Rd Raleigh, NC 27613	91979xxxx0	abr*@f*********.com
Morgan Stanley Financial Advisors	3800 Glenwood Ave Ste 500, Raleigh, NC 27612	91978xxxx0	aal*****@m**********.com							112038	3016
First Flight Financial Advisors, LLC	3110 Edwards Mill Rd #205, Raleigh, NC 27612	91923xxxx9	ben**********@f**********.com
Michael Thomas Jordan-Morgan Stanley	3800 Glenwood Ave, Raleigh, NC 27612	91988xxxx1	acc********@m**********.com
HCG Funds	133 Fayetteville St, Raleigh, NC 27601	91930xxxx2	a.-***@h*****.com
Merrill Lynch Wealth Management	4242 Six Forks Rd, Raleigh, NC 27609	91982xxxx0	ale********@m.com	4	6
Brenda Dobrick - Private Wealth Advisor, Ameriprise Financial Services	183 Wind Chime Ct Ste 202, Raleigh, NC 27615	91932xxxx7	bev*********@a*.com							223	4	219
Truist	8501 Brier Creek Pkwy Raleigh, NC 27617	91931xxxx0	ale*******@t***.com	2.6	32	1	1			355430		360000
Armor Investment Advisors	4101 Lake Boone Trl Ste 520, Raleigh, NC 27607	91957xxxx2	aha**@a********************.com
Moths, Kay	434 Fayetteville St, Raleigh, NC 27601	91971xxxx0	bba*@s*************.com
Ruth Freire Swinarski	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx9	ada******@f**********.com							12618		13000
Charles E Bell III-Morgan Stanley	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx8	acc********@m**********.com
Carolinas Telco Federal Credit Union	5712 Creedmoor Rd Raleigh, NC 27612	91978xxxx1	abb*******@c***.org	4.3	23					1529	19	1500
Veronica Page	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx8	ada******@f**********.com							12618		13000
Mechanics and Farmers Bank	1824 Rock Quarry Rd Raleigh, NC 27610	91983xxxx1				1.5	2
Fifth Third Private Bank - Christopher Bowling	305 Church at N Hills St, Raleigh, NC 27609	91957xxxx1
Josh Alford	100 E Tryon Rd, Raleigh, NC 27603	91971xxxx4	ada******@f**********.com							12618		13000
EverWise Wealth Management of Raymond James	3515 Glenwood Ave, Ste 200, Raleigh, NC 27612	91978xxxx9	aar**********@r*********.com							17477		18000
Ellis, Timothy D	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx7	acc********@m**********.com
Fifth Third Bank & ATM	6300 Falls Of Neuse Rd, Raleigh, NC 27615	91932xxxx4	amy*******@5.com	5	2					220990	3814	223000
North Carolina State Government	1000 Wade Ave Raleigh, NC 27605	91983xxxx2
Judy Little - Financial Advisor, Ameriprise Financial Services	183 Wind Chime Ct Ste 202, Raleigh, NC 27615	91932xxxx8	bev*********@a*.com							1		1
Sizemore, Skip	3800 Glenwood Ave, Raleigh, NC 27612	91957xxxx5	acc********@m**********.com
Little, Judy	183 Wind Chime Ct, Raleigh, NC 27615	91932xxxx8	ame****************@a*.com							132699		134000
Janney Montgomery Scott	4140 Parklake Ave Ste 300, Raleigh, NC 27612	91978xxxx1	acr*****@j***.com							4		5
Investment Planning & Management	3101 Industrial Dr Ste 110, Raleigh, NC 27609	91985xxxx5	har*@i******************.com
Ipcit Wealth Management Group - Ameriprise Financial Services	1611 Jones Franklin Rd Ste 104, Raleigh, NC 27606	91985xxxx0	dns***@a*.com							46		46
KDI Capital Partners	4101 Lake Boone Trl Ste 218, Raleigh, NC 27607	91957xxxx4	bda**@k***************.com					5	6	555		596
North Carolina State Government	1595 Corporation Pkwy Raleigh, NC 27604	91923xxxx1
Capital Land Investment	4412 Delta Lake Dr, Raleigh, NC 27612	91978xxxx5
Capital Investment Counsel Inc	17 Glenwood Ave, Raleigh, NC 27603	91983xxxx0	aba**@c***********.com							465
Bank of America Financial Center	1931 High House Rd Cary, NC 27519	91982xxxx2	al.******@b*.com	2.3	72	1.9	17			891371
Fifth Third Bank	615 Oberlin Rd, Raleigh, NC 27605	91932xxxx5
PNC Bank	1135 Kildaire Farm Rd Cary, NC 27511	91931xxxx0	aar****@p.com	3.3	18	1	1			352145	9019	355000
Richardson, Bryan, AGT	286 W Millbrook Rd, Raleigh, NC 27609	91987xxxx0	ame****************@a*.com							132699		134000
American Express	5301 Departure Dr, Raleigh, NC 27616	91971xxxx0	aar*******@t******.com	4.4	21
Regions Bank	3700 Glenwood Ave Ste 100 Raleigh, NC 27612	91978xxxx0	aar*********@r****.com	2.9	34	2	2			292615	3503
Hedgehog Holdings	1100 Wake Forest Rd Ste 100, Raleigh, NC 27604	91977xxxx0	ale@h**************.com
First National Bank	4711 Six Forks Rd Raleigh, NC 27609	91988xxxx0	bma**@f*******.com			1	1
Truist	4460 Six Forks Rd Suite 115, Raleigh, NC 27609	91971xxxx0	aag***@t***.com	1.4	19					355430		360000
ACH Investment Group Inc	2840 Plaza Pl, Raleigh, NC 27612	91957xxxx5
State Employees Credit Union	4262 Louisburg Rd Raleigh, NC 27604	91979xxxx1	a.c@n***.org	3.4	42	1	2			29434		40000
Devon Blair - Thrivent	5540 Centerview Dr Ste 200, Raleigh, NC 27606	98420xxxx2	abc*****@t*****.com	5	4
Anderson, Kevin T, CFA	3800 Glenwood Ave, Raleigh, NC 27612	91978xxxx0	acc********@m**********.com
Benson Drive	3720 Benson Dr, Raleigh, NC 27609	91987xxxx4	dns***@a*.com
Edward Jones	9101 Leesville Rd Ste 123, Raleigh, NC 27613	91984xxxx7	a.j*******@e********.com							85323
Scot McAlexander	3535 Glenwood Ave, Raleigh, NC 27612	91953xxxx2	a.u*****@t******.com							7316	555	7800
Foreclosure Land Network	3820 Merton Dr., Raleigh, NC 27609	86621xxxx8
TME Investments	8521 Six Forks Rd Ste 106, Raleigh, NC 27615	91987xxxx8	gke**@e******************.com								151	6400
Envestnet Asset Management Inc	421 Fayetteville St, Raleigh, NC 27601	91985xxxx1	aar@e******.com
Debbie Allen	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx1	ada******@f**********.com							12618		13000
Fifth Third Private Bank - John J. McGuinness III	305 Church at N Hills St, Raleigh, NC 27609	91957xxxx6	amy*******@5.com
Southern Capitol Ventures	100 E Six Forks Rd Ste 200, Raleigh, NC 27609	91985xxxx0	c18***************************@s***.wixpress
Banc of America Investment Service	1 Hannover Sq, Raleigh, NC 27601	91982xxxx2
Bank of America Financial Center	7950 Brier Creek Pkwy Raleigh, NC 27617	91943xxxx4	al.******@b*.com	2.4	67	3	2			891373
Purrington John V	3909 Sunset Ridge Rd, Raleigh, NC 27607	91957xxxx8
Duerr, Jim, MBA	1100 Shelley Rd, Raleigh, NC 27609	84753xxxx0	abc*****@t*****.com
Pinnacle Financial Partners	3515 Glenwood Ave Raleigh, NC 27612	91998xxxx4	adm@d*********.com
Raymond James Financial Services	8398 Six Forks Rd, Raleigh, NC 27615	91980xxxx2	aar**********@r*********.com							17477		18000
SunTrust	5135 N New Hope Rd Raleigh, NC 27604	91950xxxx2	a.n*****@s*****.com	2	28	2	4			355430		360000
Sra Investments	11312 Saddleview Ct, Raleigh, NC 27613	91984xxxx2	ami@a****.com
Tia Moore - Thrivent	5540 Centerview Dr Ste 200, Raleigh, NC 27606	91952xxxx2	adm@d*********.com									18
Ipcit H Shah - Private Wealth Advisor, Ameriprise Financial Services	1611 Jones Franklin Rd Ste 104, Raleigh, NC 27606	91985xxxx0	dns***@a*.com							46		46
Raleigh Investment Advisor	3101 Glenwood Ave, Raleigh, NC 27612	91978xxxx0	d.m*@r**********.com
Kari Nelson Flores - Financial Advisor, Ameriprise Financial Services	4030 Wake Forest Rd Ste 108, Raleigh, NC 27609	91951xxxx4	cha************@a*.com							234	3	238
Wells Fargo Bank	3500 W Millbrook Rd Raleigh, NC 27613	91927xxxx0	aar********@w*******.com	3.4	29	1.8	4			154095		11
Prudential Financial	3100 Smoketree Ct, Raleigh, NC 27604	91927xxxx0	aar*****************@p*******.com
Advanced Financial Concepts	8404 Six Forks Rd Ste 204, Raleigh, NC 27615	91984xxxx1	li@a*******************.com					4.3	11	315		329
Carolina Wealth Stewardship Group	3356 Six Forks Rd, Raleigh, NC 27609	91978xxxx3	ada@s**************.com					5	11	1362	4	1300
Bank of America Bank by Phone	6300 Falls Of Neuse Rd Raleigh, NC 27615	91982xxxx0
Capitol Financial Solutions - Corbin Oliver	8816 Six Forks Rd Ste 301, Raleigh, NC 27615	91971xxxx2	aro@c**.com									125
Ameriprise Financial Services, Inc.	3720 Benson Dr, Raleigh, NC 27609	91987xxxx4	and******@a*.com							159	2	162
Greg J Coudriet IV	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx7	ada******@f**********.com							12618		13000
JSS Financial Services, Inc.	4000 Westchase Blvd Ste 500, Raleigh, NC 27607	91975xxxx0
Livengood Strategic Wealth Advisors of Janney Montgomery Scott	4140 Parklake Ave Ste 300, Raleigh, NC 27612	91979xxxx5	adi****@j***.com
JD Gidley, Inc	8317 Six Forks Rd, Raleigh, NC 27615	91936xxxx0	ali******@a*.com									692
Cyprus	3117 Poplarwood Ct Raleigh, NC 27604	91985xxxx0
Morgan, Alan	154 Mine Lake Ct, Raleigh, NC 27615	91951xxxx4	ame****************@a*.com							132699		134000
Shearin Jim	3605 Glenwood Ave Ste 390, Raleigh, NC 27612	91957xxxx7
Wells Fargo Bank	2000 W Main St Durham, NC 27705	91941xxxx0	aar********@w*******.com	3.2	26	3.5	4			154095		11
Melanie Regner-Morgan Stanley	3800 Glenwood Ave, Raleigh, NC 27612	91957xxxx6	acc********@m**********.com
North State Bank	2413 Blue Ridge Rd Raleigh, NC 27607	91964xxxx0	abr*****@n***********.com	3.2	6	2.5	2
Graff, Benjamin E, AGT	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx1	ame****************@a*.com							132831
Civic FCU	3600 Wake Forest Rd Raleigh, NC 27609	84477xxxx2	car**@c*****.org	4	6			4.8	18	677		825
Wells Fargo Bank	4560 Capital Blvd Raleigh, NC 27604	91987xxxx4	aar*******@w*******.com							154096		11
Sova, Cheryl	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx0	car******@a*.com
PNC Bank	8811 Ellstree Ln Raleigh, NC 27617	91948xxxx0	bil**@p.com
Wells Fargo Advisors	4208 Six Forks Rd, Raleigh, NC 27609	98434xxxx7	a-w*************@w***************.com							188381		189000
First Citizens Bank	2001 Fairview Rd Raleigh, NC 27608	91971xxxx0	aar************@f**********.com
The Halifax Group	3605 Glenwood Ave Ste 490, Raleigh, NC 27612	91978xxxx0	aat**@t************.com
LRS International	9116 Winged Thistle Ct, Raleigh, NC 27617	91934xxxx4
209 Retail Partners	Raleigh, NC 27608	91983xxxx2
Wells Fargo Bank	8901 Six Forks Rd Raleigh, NC 27615	91987xxxx8	aar********@w*******.com	3.4	19	3	2			154095		11
David Flanders - Financial Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx7	cyn*************@a*.com
Republic Finance	6568 Glenwood Ave, Raleigh, NC 27612	98435xxxx0	apo**@r************.com		7					2422		2700
Edward Jones - Financial Advisor: Scott Markel	2941 Wakefield Pines Dr Ste 102, Raleigh, NC 27614	91943xxxx6	a.j*******@e********.com							137		154
State Employees Credit Union	1000 Wade Ave Raleigh, NC 27605	91983xxxx0	inf@n****.org	4.1	20					29432		40000
Atlantic Investment Management Llc	4104 Atlantic Ave # 140, Raleigh, NC 27604	91987xxxx5
Wells Fargo Advisors	8540 Colonnade Center Dr Ste 101, Raleigh, NC 27615	91984xxxx0	a-w*************@w***************.com							188381		189000
Prudential Insurance	751 Corporate Center Dr, Raleigh, NC 27607	91923xxxx1	acc************@p*******.com
The McCarthy Wealth Group	3800 Glenwood Ave Suite 400, Raleigh, NC 27612	91957xxxx1	rbc*******@r.com							14640		16000
Atlantic Investment Management	4104 Atlantic Ave Ste 140, Raleigh, NC 27604	91987xxxx5
Coastal Credit Union	3125 Shannon Rd Durham, NC 27707	91942xxxx0	aab*******@c******.com	3.8	27	4.5	2
State Employees Credit Union	108 Olive Branch Rd Durham, NC 27703	91959xxxx0	dur************@n***.org	4.4	21	5	1			29432		40000
Bank of America Financial Center	4317 Glenwood Ave Raleigh, NC 27612	91982xxxx7	axe**********@b*.com	2.6	52	1.5	6			891373
H & M Financial Group	8309 Six Forks Rd Ste 107, Raleigh, NC 27615	91987xxxx8	chr***********@l.com	4.9	36
Raleigh Securities Inc	9921 Waterview Rd, Raleigh, NC 27615	91951xxxx3	smi@r**************.com
Fifth Third Bank & ATM	5500 Six Forks Rd, Raleigh, NC 27609	91979xxxx0	alv*********@5.com							220990	3814	223000
Fidelity Bank	100 W Chatham St Cary, NC 27511	91946xxxx3	abb*****@f***********.com	4.9	89
Jonathan Corcoran - Mutual of Omaha Financial Advisor	1500 Sunday Dr Ste 212, Raleigh, NC 27607	91926xxxx4
Bank of America Financial Center	3200 Shannon Rd Durham, NC 27707	91995xxxx2	ada**********@m.com	3.2	46	3.1	9			891371
Arbor	4000 Westchase Blvd, Raleigh, NC 27607	91975xxxx1	arb*******************@c***********.com					4	12	433		461
Cherokee Investment Partners	310 S West St, Raleigh, NC 27603	91974xxxx0	abi***@c*********.com	3	2
Hobgood Peatross Investment Group	3800 Glenwood Ave Ste 400, Raleigh, NC 27612	91957xxxx2	rbc*******@r.com							2		4
Financial Symmetry Inc	1401 Sunday Dr Ste 115, Raleigh, NC 27607	91985xxxx0	abe**@f**************.com
Wells Fargo Bank	998 High House Rd Cary, NC 27513	91957xxxx4	aar********@w*******.com	2.9	48	3.3	6			154098		11
Amy Keating	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx1	ada******@f**********.com							12618		13000
Alan Segal - Private Wealth Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx8	ala*******@a*.com
Brittany Morgan	7100 Falls Of Neuse Rd, Raleigh, NC 27615	91955xxxx6	a.u*****@t******.com							7316	555	7800
WR Stephenson, Incorporated	5707 Old Stage Rd, Raleigh, NC 27603	88899xxxx2
Ks Bank	2850 Wendell Blvd Wendell, NC 27591	91936xxxx1	aco*@k******.com	5	9					1110	9	1300
Scb Investments	3201 New Bern Ave, Raleigh, NC 27610	91923xxxx7
Merrill Lynch Wealth Management	3201 Glenwood Ave, Raleigh, NC 27612	91982xxxx0	aas**********@m.com
First Citizens Bank First Citizens Direct	16 E Rowan St Raleigh, NC 27609	91971xxxx2				1	2
Lewis Financial Management LLC	1611 E Millbrook Rd, Raleigh, NC 27609	91987xxxx0	dle*@l*******.com	4.2	5
Crowder, Jason Randolph	3800 Glenwood Ave, Raleigh, NC 27612	91978xxxx9	acc********@m**********.com
Brandi Gerew	3535 Glenwood Ave, Raleigh, NC 27612	91962xxxx8	a.u*****@t******.com
Silicon Valley Bank	1 Glenwood Ave 5th Fl, Raleigh, NC 27603	40865xxxx0	abc*@s.com							4		5
QHP Capital	4509 Creedmoor Rd Suite 403, Raleigh, NC 27612	91926xxxx0	inf@q********.com
Henshaw, Glenn, CFA	3800 Glenwood Ave, Raleigh, NC 27612	91978xxxx5	acc********@m**********.com
State Employees Credit Union	28 Oxholm Cir Garner, NC 27529	91966xxxx1	cla**@n***.org	3.8	16	5	1			29433		40000
Investors Management Corporation	801 N West St, Raleigh, NC 27603	91965xxxx9	aba**@i****************.com
Union Bank & Trust	512 S Bickett Blvd Louisburg, NC 27549	91934xxxx4	fla@u********.com			5	1
Merrill Lynch Financial Advisor Eric L Cohen	4242 Six Forks Rd #1800, Raleigh, NC 27609	91982xxxx9	ari********@m.com
Enlign Business Brokers, Inc.	2009 Caminos Dr, Raleigh, NC 27607	91934xxxx0	adv***@m*************.com										5	13
Triangle Securities	1301 Annapolis Dr, Raleigh, NC 27608	91983xxxx1	con**@t***************.com
Jamie Carrington - Private Wealth Advisor, Ameriprise Financial Services	4515 Falls Of Neuse Rd Ste 100, Raleigh, NC 27609	91987xxxx4	and******@a*.com							157	2	160
Banco De Gente	4401 Capital Blvd Raleigh, NC 27604	91974xxxx0
Wells Fargo Advisors Financial Network	3110 Edwards Mill Rd Ste 203, Raleigh, NC 27612	91927xxxx7
State Employees Credit Union	1621 Pacific Dr Raleigh, NC 27609	91987xxxx4	alt*******@n***.org	3.9	28	3.8	4			29432		40000
Michael Hock - Thrivent	5540 Centerview Dr Ste 200, Raleigh, NC 27606	91949xxxx3	adm@d*********.com
Self-Help Credit Union	601 S Mangum St Durham, NC 27701	91968xxxx5	all******@s******.org			5	1			3788		4000
Susanna Robinson - Raymond James	210 W Millbrook Rd, Raleigh, NC 27609	91984xxxx2	aar**********@r*********.com							17486		18000
The Clements-Langdon Group	3800 Glenwood Ave Ste 400, Raleigh, NC 27612	91991xxxx4	bob***@r.com							86	2	86
Navy Federal Credit Union	7870 Alexander Promenade Pl Suite 125 Raleigh, NC 27617	88884xxxx8	a.-******@n********.org	4.1	70	3.3	7			189921	7367	11
Little, Brent	5540 Centerview Dr, Raleigh, NC 27606	91936xxxx9	abc*****@t*****.com
State Employee’s Credit Union	12700 Spruce Tree Way Raleigh, NC 27614	91956xxxx6	a.c@n***.org	3.8	17	3	2			29433		40000
Coastal Credit Union	4325 Glenwood Ave Ste 4001 Raleigh, NC 27612	80086xxxx2	aab*******@c******.com	3.1	32	2	2
Wells Fargo Advisors	13160 Strickland Rd, Raleigh, NC 27613	91984xxxx7
Greenhawk Company	1330 Sunday Dr, Raleigh, NC 27607	91985xxxx7	ank@g**********.com
PNC Bank	8809 Six Forks Rd Raleigh, NC 27615	91967xxxx7	aar****@p.com	2.8	21	4.5	2			352145	9019	355000
Grove Ronald H	150 Fayetteville St, Raleigh, NC 27601	91982xxxx9
First Citizens Bank	2520 Timber Dr Garner, NC 27529	91971xxxx0	ada******@f**********.com							12617		13000
Graystone Consulting-Raleigh Wichita Dallas & Kansas City	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx2	acc********@m**********.com
Rushton, James	3800 Glenwood Ave, Raleigh, NC 27612	91988xxxx7	acc********@m**********.com
Oxford Investment Group Inc.	3334 Hillsborough St, Raleigh, NC 27607	91983xxxx0	inf@o**********************.com	4	4			5	6			103
High Rock Partners Inc	8601 Six Forks Rd Unit 400, Raleigh, NC 27615	91925xxxx2	bho**@h*************.com
Keller Williams Realty	7920 ACC Blvd. Suite 210, Raleigh, NC 27617	91947xxxx9
Jessica Hippo Shook	3535 Glenwood Ave, Raleigh, NC 27612	91953xxxx7	abc*****@t******.com							7316	555	7800
Proximity Financial Partner	5400 Trinity Rd Ste 305, Raleigh, NC 27607	91972xxxx6	dhe**@p********.com
Logan Hall	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx1	ada******@f**********.com							12618		13000
Holden, George	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx2	acc********@m**********.com
Flanders, Blake	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx7	bla*********@a*.com
Arena Capital Advisors, LLC	4002 Barrett Dr Suite 204, Raleigh, NC 27609	91924xxxx9
Beacon Financial Strategies	8376 Six Forks Rd, Raleigh, NC 27615	91932xxxx5	bfs@b************************.com
Fifth Third Bank	7541 Creedmoor Rd Raleigh, NC 27613	91979xxxx0	aar*************@5.com	2.6	15	2.5	8
A Christmas to Remember	4325 Glenwood Ave, Raleigh, NC 27612	91991xxxx5	edw*@o****************.com
Coastal Credit Union	5000 Falls Of Neuse Rd Raleigh, NC 27609	91942xxxx0	aab*******@c******.com	3.4	22	2.4	8			24218		23000
John Szuchan-Morgan Stanley	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx3	acc********@m**********.com
Navy Federal Credit Union	6011 Poyner Village Pkwy Ste 101 Raleigh, NC 27616	88884xxxx8	a.-******@n********.org	3.9	61	2.5	6			189920	7367	11
PNC Bank	301 Fayetteville St Raleigh, NC 27601	91983xxxx0	abc*@p.com	3.5	13	1	3
Cornerstone Wealth Management	2301 Stonehenge Dr, Raleigh, NC 27615	91984xxxx0	chr@c****.com
RHO Group - Morgan Stanley	3800 Glenwood Ave Ste 500, Raleigh, NC 27612	91957xxxx0	acm*********@m**********.com
Taylor MacBain	4400 Six Forks Rd, Raleigh, NC 27609	91971xxxx6	abc*****@f**********.com							12618		13000
Wilbanks Smith & Thomas Asset Management	Raleigh, NC 27612	91993xxxx0	ada@w***.com
Wells Fargo Advisors	3301 Edwards Mill Rd, Raleigh, NC 27612	91927xxxx0
North State Bank	4270 The Circle At North Hills St Raleigh, NC 27609	91978xxxx6	abr*****@n***********.com	4.2	5
Summit Credit Union	3840 Ed Dr Raleigh, NC 27612	91957xxxx7	ash**@s*****.org	4.2	46	2.3	3	4.6	152	2925	92	3100
First Citizens Bank	10201 Little Brier Creek Ln Raleigh, NC 27617	91948xxxx7	abc*@f**********.com	3.3	8	2	4			12617		13000
Savidge, Charles, MBA	4030 Wake Forest Rd, Raleigh, NC 27609	91951xxxx4	cha************@a*.com
RMT Associates, Inc.	125 W Morgan Street, Raleigh, NC 27601	91077xxxx8
Morgan, Alan	183 Wind Chime Ct, Raleigh, NC 27615	91951xxxx4	ala********@a*.com
Prudential Financial	3200 Beechleaf Ct # Ste 412, Raleigh, NC 27604	91987xxxx2	a.w***@p*******.com							559709
First National Bank	2001 Fairview Rd, Raleigh, NC 27608	91964xxxx0	fnb*************@f*****.com	4.2	5
Doug Huff	3535 Glenwood Ave, Raleigh, NC 27612	91953xxxx9	a.u*****@t******.com							7316	555	7800
Archer Investments	4900 Falls Of Neuse Rd Ste 105, Raleigh, NC 27609	91975xxxx1	hop@a************************.com
Hunnicutt Investment Management	1201 Dowling Rd, Raleigh, NC 27610	91923xxxx2
Wells Fargo Bank	3400 Spring Forest Rd Raleigh, NC 27616	91995xxxx6	aar********@w*******.com	2.6	47	1.7	6			154095		11
Brandt Nance	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx3	ada******@f**********.com							12618		13000
Wells Fargo Bank	3959 New Bern Ave Raleigh, NC 27610	91925xxxx1	aar********@w*******.com	2.7	37	1	1			154095		11
Wells Fargo Bank	2001 Clark Ave Raleigh, NC 27605	91983xxxx9	aar********@w*******.com	2.6	25	3	5			154095		11
Harrison Peatross - RBC Wealth Management Financial Advisor	3800 Glenwood Ave Suite 400, Raleigh, NC 27612	91957xxxx5	rbc*******@r.com							2		4
Coastal Federal Credit Union	7103 NC Hwy 751 Durham, NC 27707	91942xxxx0	aab*******@c******.com			2	4
Flagstar Bank	900 Ridgefield Dr, Raleigh, NC 27609	91984xxxx9
Isaac White	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx4	ada******@f**********.com							12618		13000
Local Government Federal Credit Union	1000 Wade Ave Raleigh, NC 27605	91983xxxx2	inf@n****.org	4.1	20					29432		40000
Mechanics and Farmers Bank	13 E Hargett St Raleigh, NC 27601	91982xxxx1	ann********@m******.com	4.3	16	3	1	4.7	63	1847	74	1900
John Towles	3535 Glenwood Ave, Raleigh, NC 27612	91953xxxx0	a.u*****@t******.com							7316	555	7800
Secu Atm	2751 Cates Ave Raleigh, NC 27601	91983xxxx0
Postal Employees Credit Union of Raleigh	Westgate Ofc, Raleigh, NC 27612	91951xxxx0
Carrington, Jamie, CFP	3720 Benson Dr, Raleigh, NC 27609	91987xxxx4	and******@a*.com							159	2	162
ING Financial Partners	11550 Common Oaks Dr, Raleigh, NC 27614	91948xxxx6	aar*@c***.com
State Employees Credit Union	5801 Rogers Rd Rolesville, NC 27571	91957xxxx6	inf@n****.org	4.7	12	3.8	5			29433		40000
Edward Jones - Financial Advisor: Justin Minott	6505 Bakersfield Dr, Raleigh, NC 27606	61994xxxx0
Lefort, Charles	3605 Glenwood Ave, Raleigh, NC 27612	91957xxxx4
Fifth Third Bank & ATM	621 E Six Forks Rd, Raleigh, NC 27609	91932xxxx3	adr***********@5.com							220989	3814	223000
Edward Jones - Financial Advisor: William G Alexander Jr	5003 Falls Of Neuse Rd Ste E, Raleigh, NC 27609	91985xxxx3
Fidelity Investments	4800 Glenwood Ave, Raleigh, NC 27612	91927xxxx3	a61**@f*****.com
First Citizens Bank	2205 Evans Rd Cary, NC 27513	91938xxxx0	aar************@f**********.com	3.4	10					11920
Wells Fargo Advisors	2016 Fairview Rd, Raleigh, NC 27608	91983xxxx0	a-w*************@w***************.com							188381		189000
South State Bank	6623 Falls Of Neuse Rd Raleigh, NC 27615	91950xxxx0	aad*@s***********.com	3.7	3
Edward Jones - Financial Advisor: Jack Fryer	6500 Creedmoor Rd Ste 106, Raleigh, NC 27613	91957xxxx0	a.j*******@e********.com									9
Figma Design Build, Inc	300 Gilman Ln Unit 100, Raleigh, NC 27610	91924xxxx8											1	1
Merrill Lynch Financial Advisor Gordon L Richardson	4242 Six Forks Rd #1800, Raleigh, NC 27609	91982xxxx7	ale********@m.com
State Employees Credit Union	1595 Corporation Pkwy Raleigh, NC 27604	91923xxxx1	inf@n****.org	3.2	25	4.3	3			29432		40000
Fifth Third Bank & ATM	6200 Glenwood Ave, Raleigh, NC 27612	91932xxxx1	amy*******@5.com							220990	3814	223000
Davenport & Company	3605 Glenwood Ave Ste 390, Raleigh, NC 27612	91957xxxx0	ava***@i************.com							1208	76	1200
Life Wealth Planning Group - Ameriprise Financial Services	434 Fayetteville St Ste 1860, Raleigh, NC 27601	91957xxxx4	dns***@a*.com
Emily C. Weatherford	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx6	ada******@f**********.com							12618		13000
Ameriprise Financial	3720 Benson Dr, Raleigh, NC 27609	91987xxxx4	dns***@a*.com
Otto Mucklo	4400 Six Forks Rd, Raleigh, NC 27609	91971xxxx5	abc*@f**********.com							12677		14000
Wells Fargo Bank	2600 Hillsborough St Raleigh, NC 27607	91966xxxx1	aar********@w*******.com	4.4	27	4	1			154095		11
Truist Wealth	3605 Glenwood Ave #400, Raleigh, NC 27612	91957xxxx3	ema@d***.com	3.7	3
Bank of America Financial Center	14500 Falls Of Neuse Rd Raleigh, NC 27614	91956xxxx0	axe**********@b*.com	2.5	60	2.6	9			891373
Shah Capital Fund LP	8601 Six Forks Rd, Raleigh, NC 27615	91971xxxx5	a.s**@s********.com
North Carolina State Government	119 N Salisbury St Raleigh, NC 27603	91983xxxx0
Thomas Giroux - Associate Financial Advisor, Ameriprise Financial Services	4515 Falls Of Neuse Rd Ste 100, Raleigh, NC 27609	91987xxxx4	and******@a*.com
First Bank - Cary	315 North Academy St Ste 100 Cary, NC 27513	91923xxxx0	a.c@l*************.com	4	4					6115		6600
Smith, Gerald, AGT	8300 Falls Of Neuse Rd, Raleigh, NC 27615	91945xxxx8	bar*@r*******.com							149342	3764	161000
Latino Community Credit Union	100 W Morgan St Durham, NC 27701	91953xxxx0		3.9	34	5	1
Tim Otto-Morgan Stanley	3800 Glenwood Ave, Raleigh, NC 27612	91978xxxx8	acc********@m**********.com
Neuse River Capital	9401 Carlswood Ct, Raleigh, NC 27613	91927xxxx2
Clio Funds Management	3700 Glenwood Ave Ste 400, Raleigh, NC 27612	91982xxxx1
BHK Investments	314 W Millbrook Rd, Raleigh, NC 27609	91984xxxx4	joh@k***********.com
Wells Fargo Bank	4220 Lassiter Mill Rd Raleigh, NC 27609	91978xxxx9	aar********@w*******.com	2.5	22	2.1	7			154099		11
Morgan Stanley Wealth Management	2501 Blue Ridge Rd Ste 190, Raleigh, NC 27607	91978xxxx0
Leah R. Saben	7208 Creedmoor Rd, Raleigh, NC 27613	91971xxxx1	ada******@f**********.com							12618		13000
Edward Jones	8411 Brier Creek Pkwy Ste 107, Raleigh, NC 27617	91936xxxx8	a.j*******@e********.com							87317		99000
Credit Repair First Credit Solutions	1480 Garner Station Blvd Raleigh, NC 27603	91977xxxx2
Edward Jones - Financial Advisor: Beau Cutts	7920 Acc Blvd Ste 312, Raleigh, NC 27617	91980xxxx0	a.j*******@e********.com							87317		99000
Merrill Lynch Financial Advisor William W Thomas Jr.	4242 Six Forks Rd #1800, Raleigh, NC 27609	91942xxxx5	ari********@m.com
TowneBank	5000 Valleystone Dr Ste 110 Cary, NC 27519	91941xxxx7	aar@t******.com	5	3	5	1			7315	555	7800
Dunn III, Bennett	3800 Glenwood Ave, Raleigh, NC 27612	91978xxxx2	acc********@m**********.com
Edward Jones	8816 Six Forks Rd Ste 105, Raleigh, NC 27615	91984xxxx2	acc********@e********.com							111		114
Drew Getman - RBC Wealth Management Financial Advisor	3800 Glenwood Ave Ste 400, Raleigh, NC 27612	91957xxxx4	wms********@r.com							14640		16000
Sean Flanigan - Branch Manager, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx1	cyn*************@a*.com
State Employees Credit Union	6400 Town Center Dr Raleigh, NC 27616	91987xxxx0	a.c@n***.org	3.8	41	3.5	4			29433		40000
Freeman Financial Services, Inc.	6511 Creedmoor Rd Ste 103, Raleigh, NC 27613	91978xxxx5
C J Harris And Company	8356 Six Forks Rd Ste 102, Raleigh, NC 27615	91984xxxx0	cha**@c*****.com
First Citizens Bank	4801 Capital Blvd Raleigh, NC 27616	91971xxxx8	abc*@f**********.com	2.3	16	2	4			12617		13000
Marslender-West Asset Management	3101 Glenwood Ave Ste 213, Raleigh, NC 27612	91978xxxx1	war*************@w*****.com
Fidelity Bank	600 Oberlin Rd, Raleigh, NC 27605	91983xxxx0	abb*****@f***********.com	4.9	48
Secu	1473 Benson Rd Garner, NC 27529	91932xxxx5	cle*************@n***.org	4.4	24	4.3	4			29432		40000
NC Retail Merchants Association	209 Fayetteville St, Raleigh, NC 27601	91983xxxx1	acc*****@n**.org	4.4	14			5	21	1387	8	1400
FIRST Financial Group	1100 Logger Ct STE B101, Raleigh, NC 27609	91987xxxx6	ari@f********.com	5	2
Capital Land Investment	3600 Glenwood Ave, Raleigh, NC 27612	91978xxxx5	epo**@c********.com
Abbot Downing	150 Fayetteville St Ste 200, Raleigh, NC 27601	88864xxxx7	adf********************@a*********.com
Douglas C Boggie - Financial Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx5	cyn*************@a*.com
Wells Fargo Bank	4530 Western Blvd Raleigh, NC 27606	91923xxxx4	aar********@w*******.com	3.3	47	3.2	10			154099		11
Bank of America Financial Center	5005 Capital Blvd Raleigh, NC 27616	91982xxxx3	axe**********@b*.com	2	108	1.9	8			891373
Morgan Stanley Wealth Management	700 Spring Forest Rd Ste 200, Raleigh, NC 27609	91987xxxx0	aar*********@m*********************.com
The Federal Savings Bank	1151 SE Cary Pkwy Ste 104 Cary, NC 27518	91941xxxx2	aal***********@t******************.com	4.1	24					3703	1129	3800
Velocis Sunset LP	3909 Sunset Ridge Rd, Raleigh, NC 27607	91942xxxx5
Regional Acceptance Corporation	4501 Atlantic Ave Ste 122 Raleigh, NC 27604	91987xxxx0	a.b****@r***************.com	1.7	22	1.7	17
LPL Financial	112 N Person St, Raleigh, NC 27601	91988xxxx0	ali@c****************.net							20098	232	21000
Bank of America Financial Center	2441 Crabtree Blvd Gateway Plaza Raleigh, NC 27604	91982xxxx4	axe**********@b*.com	2.3	44	2	8			891373
Baillie Enterprises	8601 Six Forks Rd Ste 400, Raleigh, NC 27615	84442xxxx4
First Citizens Bank	6550 Knightdale Blvd Knightdale, NC 27545	91926xxxx0	abc*@f**********.com	4	8					12617		13000
Eddie L. Naylor	100 E Tryon Rd, Raleigh, NC 27603	91971xxxx5	ada******@f**********.com							12618		13000
Preston Mahan	3535 Glenwood Ave, Raleigh, NC 27612	91953xxxx8	a.u*****@t******.com							7316	555	7800
SDCW Investments	2400 Lullwater Dr, Raleigh, NC 27606	91981xxxx3
R BC Wealth Management	4208 Six Forks Rd, Raleigh, NC 27609	91957xxxx0	cli********@r.com							14751		16000
Place Trade Financial	4030 Wake Forest Rd, Raleigh, NC 27609	91971xxxx0	bi@p*******.com
Wells Fargo Advisors	5511 Capital Center Dr, Raleigh, NC 27606	91946xxxx2	a-w*************@w***************.com							188381		189000
AREA Land Investments	8540 Colonnade Center Dr, Raleigh, NC 27615	91988xxxx9
First Tennessee	3685 SW Cary Pkwy Cary, NC 27513	91923xxxx0	aal*****@f***********.com			5	1			83034	1006	81000
Jason Deibert - Private Wealth Advisor, Ameriprise Financial Services	5420 Wade Park Blvd Ste 208, Raleigh, NC 27607	91980xxxx9	deb**************@a*.com							159		159
Commercial Banking Consultants	17 Glenwood Ave, Raleigh, NC 27603	91983xxxx0
Kinnon Tatum - Thrivent	5540 Centerview Dr Ste 200, Raleigh, NC 27606	91981xxxx5	adm@d*********.com
Berra-Griffin Wealth Management Group of Wells Fargo Advisors	3105 Glenwood Ave Suite 201, Raleigh, NC 27612	91978xxxx0	ang*******@w***************.com
KS Bank	920 7th Ave Garner, NC 27529	91977xxxx0	aco*@k******.com	3.9	7	3	2			1110	9	1300
Fifth Third Preferred - Taylor Turner	7541 Creedmoor Rd, Raleigh, NC 27613	91959xxxx1	adr***********@5.com							220989	3814	223000
Fifth Third Bank	5500 Six Forks Rd Raleigh, NC 27609	91979xxxx0	aar*************@5.com			1.8	4
Hargett Hunter	4242 Six Forks Rd, Raleigh, NC 27609	91999xxxx8	aah*@h**********.com
Beacon Investment Management Inc	507 W Peace St, Raleigh, NC 27603	91982xxxx5
BrightWealth Management - Ameriprise Financial Services	2501 Blue Ridge Rd Ste 490, Raleigh, NC 27607	91967xxxx0	bri*****************@a*.com							171		179
Fifth Third Bank & ATM	7720 Fayetteville Rd, Raleigh, NC 27603	91932xxxx7	abc**@5.com	4	4					220988	3814	223000
Sabre Capital	152 Mine Lake Ct, Raleigh, NC 27615	91984xxxx9	bak**@s*********.com
Savidge and Associates - Ameriprise Financial Services	4030 Wake Forest Rd Ste 108, Raleigh, NC 27609	91951xxxx4	cha************@a*.com							234	3	238
Wells Fargo Advisors	3105 Glenwood Ave Ste 201, Raleigh, NC 27612	91978xxxx0	abc*@w***************.com	1	4					188381		189000
Rho Group-Morgan Stanley	3800 Glenwood Ave, Raleigh, NC 27612	91957xxxx0	acc********@m**********.com
First Citizens Bank	120 Aversboro Rd Garner, NC 27529	91971xxxx1	aar************@f**********.com			5	1			11958
RKJ Group	4350 Lassiter At North Hills Ave Ste 240, Raleigh, NC 27609	91923xxxx1
Wells Fargo Private Bank	4208 Six Forks Rd Suite 1220, 12th Floor, Raleigh, NC 27609	98434xxxx0	aar********@w*******.com							154096		11
Union Bank	701 Mutual Ct Raleigh, NC 27615	91950xxxx0	chu***@u********.com	5	5	1	1
Wells Fargo Bank	1301 5th Ave Garner, NC 27529	91977xxxx4	aar********@w*******.com	3	35	3.7	6			154095		11
Jack Clayton	3535 Glenwood Ave, Raleigh, NC 27612	91953xxxx0	abc*****@t******.com							7316	555	7800
Inspired Capital - Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx1	car******@a*.com		124
Wells Fargo Private Bank	4208 Six Forks Rd Ste 1220, Raleigh, NC 27609	98434xxxx0	aar********@w*******.com							154084		11
Bryan Foskie Cfp	1611 Jones Franklin Rd, Raleigh, NC 27606	91985xxxx0	aar@a************.com							916367		79
Hopper Financial Group	314 W Millbrook Rd STE 25, Raleigh, NC 27609	91984xxxx4	jan@h******************.com
Tme Investments	900 Ridgefield Dr, Raleigh, NC 27609	91987xxxx8	inf@t************.com
Fidelity Bank	5220 Falls Of Neuse Rd, Raleigh, NC 27609	91987xxxx0	a.g***@f***********.com	4.9	43
Hattie Warner	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx6	ada******@f**********.com							12618		13000
Kip-Dell Homes Inc	3739 National Dr, Raleigh, NC 27612	91978xxxx2
Edward Jones-Financial Advisor: Nicholas Hulsey, CFP	301 Glenwood Ave, Raleigh, NC 27603	91989xxxx5	acc********@e********.com
Coastal Federal Credit Union	1060 Timber Dr E Garner, NC 27529	80086xxxx2	aab*******@c******.com	3.4	62	1.8	8
First National Bank	945 Vandora Springs Rd Garner, NC 27529	91966xxxx0	bma**@f*******.com
Nelson Wealth Advisors	10604 Bent Twig Dr, Raleigh, NC 27613	91984xxxx9	bre*******@c***********.com									73
Fifth Third Bank & ATM	4801 Glenwood Ave, Raleigh, NC 27612	91932xxxx6	amy*******@5.com							220990	3814	223000
Langdon, William	3800 Glenwood Ave, Raleigh, NC 27612	91991xxxx4	bob***@r.com							86	2	86
Charles Savidge - Private Wealth Advisor, Ameriprise Financial Services	4030 Wake Forest Rd Ste 108, Raleigh, NC 27609	91951xxxx4	cha************@a*.com
Bank of America Financial Center	547 Benson Rd Garner, NC 27529	91977xxxx4	axe**********@b*.com	2.1	78	1.8	12			891371
PNC Private Bank	301 Fayetteville St, Raleigh, NC 27601	91978xxxx7	aar****@p.com							352145	9019	355000
Becky Tolbert - Financial Advisor, Ameriprise Financial Services	3605 Glenwood Ave Ste 210, Raleigh, NC 27612	91967xxxx5	bis********@a*.com
Russell, Connie	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx3	con*********@a*.com
Beacon Financial Strategies Corp	7100 Six Forks Rd Ste 135, Raleigh, NC 27615	91932xxxx5	bfs@b************************.com
Ellis, Jim	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx1	acc********@m**********.com
Wells Fargo Bank	1122 Kildaire Farm Rd Cary, NC 27511	91988xxxx7	aar********@w*******.com	2.9	16	3.4	5			154095		11
PNC Bank	4300 Glenwood Ave Raleigh, NC 27612	91978xxxx0	aar****@p.com	3.3	12					352145	9019	355000
PNC Bank	3619 Rogers Rd Wake Forest, NC 27587	91945xxxx0	abc*@p.com	3.8	10	4	2
Met Life	3330 Hewberry Ln, Raleigh, NC 27610	91977xxxx1	a@m******.com					2.3	920	697638	4144	683000
Brad Carr	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx9	bra****@f**********.com							12618		13000
PNC Bank	925 Ridgefield Dr Raleigh, NC 27609	91995xxxx0	aar****@p.com	3.3	21	5	3			352145	9019	355000
Truist	611 Oberlin Rd Raleigh, NC 27605	91971xxxx0	aag***@t***.com	3	27	1	2			355428		360000
Gregory D. Weiss	14440 Falls Of Neuse Rd, Raleigh, NC 27614	91971xxxx5	ada******@f**********.com							12618		13000
Fifth Third Bank & ATM	8820 Six Forks Rd, Raleigh, NC 27615	91932xxxx9	amy*******@5.com							220989	3814	223000
Liberty Alliance Federal Credit Union	125 E Gannon Ave Zebulon, NC 27597	91940xxxx7	bre*@w******.org	4.6	18			4.2	34	1498	24	1500
Armecia E Black Family Partner	3703 Old Lassiter Mill Rd, Raleigh, NC 27609	91978xxxx8
David Nichols - Financial Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx4	ada***********@a*.com							302	10
Vita Schumacher	3535 Glenwood Ave, Raleigh, NC 27612	91957xxxx3	abc*****@t******.com							7315	555	7800
Wells Fargo Advisors	4220 Lassiter Mill Rd, Raleigh, NC 27609	91978xxxx9
First Citizens Bank	14440 New Falls Of Neuse Rd Raleigh, NC 27614	91971xxxx0	abc*@f**********.com			2.8	5			12617		13000
CAPTRUST	4208 Six Forks Rd #1700, Raleigh, NC 27609	80021xxxx5	aar*******@c*****.com	4.2	5					445	62	570
Baird Private Wealth Management	3600 Glenwood Ave # 200, Raleigh, NC 27612	91978xxxx5	ano**********@b*******.com	5	2					8170	959	8700
Silloh Investment Solutions	7908 Mcguire Dr, Raleigh, NC 27616	91987xxxx2
Flanigan, Sean	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx1	cyn*************@a*.com
Jason Curfman - Financial Advisor, Ameriprise Financial Services	2501 Blue Ridge Rd Ste 490, Raleigh, NC 27607	91967xxxx0	cam***********@a*.com							171		178
Minton, Ward	3800 Glenwood Ave, Raleigh, NC 27612	91978xxxx2	acc********@m**********.com
Glenwood Financial Partners, LLC	3717 National Dr Suite 211, Raleigh, NC 27612	91926xxxx0	inf@g********.com	5	3
Wells Fargo Advisors	7265 Nc Highway 42, Raleigh, NC 27603	91977xxxx4
Morgan Stanley Financial Advisors	3800 Glenwood Ave, Raleigh, NC 27612	91978xxxx0	acc********@m**********.com
Fifth Third Private Bank - Robert Hounshell	2501 Blue Ridge Rd #190, Raleigh, NC 27607	91957xxxx8
Coastal Federal Credit Union	7870 Brier Creek Pkwy Raleigh, NC 27617	91942xxxx0	aab*******@c******.com	3.8	12	2.5	2
First Citizens Bank	4004 Roxboro Rd Durham, NC 27701	91947xxxx2	aar************@f**********.com	4.2	9	5	1			11852
RBC Wealth Management Branch - Raleigh	3800 Glenwood Ave Suite 400, Raleigh, NC 27612	91957xxxx0	bob***@r.com	1	1					86	2	86
Thrivent Financial	5540 Centerview Dr Ste 200, Raleigh, NC 27606	91928xxxx0	adm@d*********.com
Sunfield Advisors Inc	555 Fayetteville St Suite 201, Raleigh, NC 27601	91957xxxx9	afj*************@h*****************.com
Kyle Greer	3605 Glenwood Ave, Raleigh, NC 27612	91983xxxx4
Atlantic Investment Management	205 S Rogers Ln, Raleigh, NC 27610	91921xxxx4	a.-********@a***************.net
Bagby, William A, AGT	3605 Glenwood Ave, Raleigh, NC 27612	91967xxxx5	bre********@a*.com
Willard Varnum-Morgan Stanley	3800 Glenwood Ave, Raleigh, NC 27612	91957xxxx5	acm*********@m**********.com
Wells Fargo Advisors	150 Fayetteville St, Raleigh, NC 27601	91988xxxx1	a-w*************@w***************.com							188380		189000
Marta Investors	4209 Lassiter Mill Rd, Raleigh, NC 27609	91978xxxx0	inf@m*************.com					5	5	601	62	646
Mutual of Omaha® Advisors - Raleigh	1500 Sunday Dr Ste 212, Raleigh, NC 27607	91985xxxx6	aim*******@m**********.com	3	2
Benjamin Goldstein, CFP - UBS Financial Services Inc.	3700 Glenwood Ave Ste 300, Raleigh, NC 27612	91978xxxx7	abc*@u.com
David Moseley - Financial Advisor, Ameriprise Financial Services	5420 Wade Park Blvd Ste 208, Raleigh, NC 27607	91941xxxx1	dav********@a*.com
North State Bank	203 Fayetteville St Ste 100 Raleigh, NC 27601	91972xxxx0	abr*****@n***********.com	4.2	5			5	28	1353		1400
Jon Narducci - Financial Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx5	dns***@a*.com
Wells Fargo Advisors	8901 Six Forks Rd, Raleigh, NC 27615	91987xxxx8
Ben Graff - Private Wealth Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx1	ben***********@a*.com
Russell Emrath - Private Wealth Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx5	car******@a*.com		19
Capstone Funding	3901 Barrett Dr Ste 313, Raleigh, NC 27609	91960xxxx0
Fidelity Bank	919 Hwy 70 W Garner, NC 27529	91966xxxx3	abb*****@f***********.com	4.8	66	5	2
Hunter Muse - Private Wealth Advisor, Ameriprise Financial Services	5420 Wade Park Blvd Ste 208, Raleigh, NC 27607	91980xxxx4	deb**************@a*.com		3
Secu	2901 Holston Ln Raleigh, NC 27610	91923xxxx2
BB&T Scott & Stringfellow	3605 Glenwood Avenue, Suite 400, Raleigh, NC 27612	91957xxxx3
Wells Fargo Advisors	7801 Falls Of Neuse Rd, Raleigh, NC 27615	91927xxxx0
Fifth Third Bank	5700 Creedmoor Rd, Raleigh, NC 27612	91971xxxx4
Dunning Capital, LLC	6837 Falls of Neuse Rd STE 206, Raleigh, NC 27615	91953xxxx0
Walter L Sheffield II Cpe	3909 Sunset Ridge Rd, Raleigh, NC 27607	91957xxxx8
Grooms, Nathan, AGT	8319 Six Forks Rd, Raleigh, NC 27615	91967xxxx8	dns***@a*.com
North Carolina State Government	1010 New Bern Ave Raleigh, NC 27601	91983xxxx0
Peatross, Harrison	3800 Glenwood Ave, Raleigh, NC 27612	91957xxxx5	rbc*******@r.com							2		4
Forney, Sarah C	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx3	acc********@m**********.com
Tolbert, Becky, AGT	3605 Glenwood Ave, Raleigh, NC 27612	91967xxxx5	bre********@a*.com
Gesell, Nick	3800 Glenwood Ave, Raleigh, NC 27612	91978xxxx6	acc********@m**********.com
Lipson, Andrew, AGT	1121 Situs Ct, Raleigh, NC 27606	91985xxxx2	ame****************@a*.com							132699		134000
Truist	3000 Duraleigh Rd Raleigh, NC 27612	91971xxxx0	aag***@t***.com	2.3	23					355429		360000
Susan Taylor	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx5
Truist	8320 Creedmoor Rd Raleigh, NC 27613	91971xxxx5	ale*************@m****.truist							355427		360000
Wells Fargo Bank	150 Fayetteville St Raleigh, NC 27601	91988xxxx1	aar********@w*******.com	3.4	28	4.5	2			154095		11
Wells Fargo Bank	2016 Fairview Rd Raleigh, NC 27608	91983xxxx0	aar********@w*******.com	3.3	12	4.8	4			154099		11
First Carolina Bank	2626 Glenwood Ave Ste 190 Raleigh, NC 27608	91980xxxx9	aby***********@f**************.com	5	21	5	1			1442
Compass Financial Group	7000 Harps Mill Rd STE 103, Raleigh, NC 27615	91971xxxx1	ali*******@c****************.com	5	20					157		167
ABC Management Inc	900 Ridgefield Dr Suite 145, Raleigh, NC 27609	91992xxxx1	coa@a*************.com							166		165
Clever Financial	9208 Falls Of Neuse Rd Ste 111, Raleigh, NC 27615	91920xxxx5	ho@c******.com									10
Glenwood Asset Management	2527 Atlantic Ave, Raleigh, NC 27604	91983xxxx8		3.9	47
Randolph, Bob	3800 Glenwood Ave, Raleigh, NC 27612	91978xxxx7	acc********@m**********.com
Coastal Credit Union	7451 Creedmoor Rd Raleigh, NC 27613	91942xxxx0	aab*******@c******.com	3.7	43	1.7	42			22463		22000
Morehead Capital	801 N West St, Raleigh, NC 27603	91965xxxx9	aba**@i****************.com	5	1
Wells Fargo Private Bank	4208 Six Forks Rd 12th Ste 1220 Floor, Raleigh, NC 27609	98434xxxx0	acc***************@w*******.com							154096		11
American Asset Corp	7990 Arco Corporate Dr Ste 119, Raleigh, NC 27617	91982xxxx0	bbr**@a***.com	1	10
Dye Creek Capital	4101 Lake Boone Trail, Raleigh, NC 27607	91923xxxx1	ben*****@d************.com
Friend Wealth Group	3800 Glenwood Ave Ste 400, Raleigh, NC 27612	91957xxxx9	ale***********@r.com							11	2	43
Private Bank, Bank of America	4242 Six Forks Rd 17th floor, Raleigh, NC 27609	80044xxxx4
Wells Fargo Advisors	2001 Clark Ave, Raleigh, NC 27605	91983xxxx9
Narducci, Jon	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx5	dns***@a*.com
Alan Hughes - Raymond James	3515 Glenwood Ave #200, Raleigh, NC 27612	91978xxxx0	abc*@r*********.com							17477		18000
Suntrust	6300 Creedmoor Rd Raleigh, NC 27612	91987xxxx0
Woodforest National Bank	4500 Fayetteville Rd Raleigh, NC 27603	91966xxxx0	a@w*********.com
Doctors Investment Group	Raleigh, NC 27612	91957xxxx0
Raymond James	1100 Navaho Dr Ste 122, Raleigh, NC 27609	91987xxxx7
Highwoods Realty Limited Partnership	3100 Smoketree Ct Ste 600, Raleigh, NC 27604	91987xxxx4
Pinnacle Bank	3515 Glenwood Ave, Raleigh, NC 27612	91998xxxx4	aar*********@p*.com	3.7	3
Chase Bank	133 W Franklin St Ste 160 Chapel Hill, NC 27516	91991xxxx4	acc********@c**.com	3.4	68	3	2			932231	6484	37
Edward Jones	10320 Durant Rd, Raleigh, NC 27614	91932xxxx6
Exeter Finance	4900 Falls Of Neuse Rd Raleigh, NC 27609	91980xxxx4	ban*****@e**********.com
Raymond James Financial Services	4601 Six Forks Rd, Raleigh, NC 27609	91978xxxx0	aar**********@r*********.com							17477		18000
Duke University Federal Credit Union	2200 W Main St Ste L100 Durham, NC 27705	91968xxxx4	duk**@d*.edu	3	53	1.9	17	4	62	1417	44	1300
Alexander Friend - RBC Wealth Management Financial Advisor	3800 Glenwood Ave Suite 400, Raleigh, NC 27612	91957xxxx9	ale***********@r.com							11	2	43
Coe, Michael	3800 Glenwood Ave, Raleigh, NC 27612	91957xxxx1
Doug Russ	100 E Tryon Rd, Raleigh, NC 27603	91971xxxx3	ada******@f**********.com							12618		13000
Stuart J Rex Ins	6512 Six Forks Rd Ste 305 Raleigh, NC 27615	91984xxxx7
CBK Wealth Management - Ameriprise Financial Services	4515 Falls Of Neuse Rd Ste 100, Raleigh, NC 27609	91987xxxx4	and******@a*.com							157	2	160
Popielarcheck, Louis	3800 Glenwood Ave, Raleigh, NC 27612	91988xxxx0	acc********@m**********.com
The Triangle Team - Morgan Stanley	3800 Glenwood Ave Ste 500, Raleigh, NC 27612	91987xxxx0	acm*********@m**********.com
Fifth Third Bank	2501 Blue Ridge Rd Ste 100, Raleigh, NC 27607	91979xxxx0	aar***********@5.com
MJL Investments	514 Daniels St # 103, Raleigh, NC 27605	25232xxxx3
Mark Bolash	3535 Glenwood Ave, Raleigh, NC 27612	91953xxxx4	abc*****@t******.com							7316	555	7800
Merrill Lynch Financial Advisor L Thorne James	4242 Six Forks Rd, Raleigh, NC 27609	91982xxxx5	ale********@m.com
Nowak Wealth Management Group	3041 Berks Way, Raleigh, NC 27614	91956xxxx2	inf@w***************.com							165		172
Bowdish, Jim	5565 Centerview Dr, Raleigh, NC 27606	91985xxxx5	acc********@e********.com									101
Solver Investment Corp	4000 Atlantic Ave, Raleigh, NC 27604	91987xxxx9
PNC Bank	1959 Clark Ave Raleigh, NC 27605	91983xxxx0	abc*@p.com	3.7	30	3	6
NQ Trader	Raleigh, NC 27601	75480xxxx0	inf@n******.us										5	3
NCSECU	809 N Smithfield Rd Knightdale, NC 27545	91926xxxx3	a.c@n***.org	3.9	34	1	1			29433		40000
Bank of America Private Client Advisor Kari H Stoltz	4242 Six Forks Rd, Raleigh, NC 27609	91982xxxx1	and**********@b**********.com	5	1
First Citizens Bank	1839 Capital Blvd Raleigh, NC 27604	91971xxxx1	aar************@f**********.com	2.3	16					11920
State Employees Credit Union	2802 Hillsborough St Raleigh, NC 27607	91983xxxx1	alt*******@n***.org	3.7	15	5	4			29432		40000
Trestle Capital Partners	4325 Lake Boone Trail, Raleigh, NC 27607	98420xxxx3	ake@t***********.com
Charles Schwab	8601 Six Forks Rd Ste 400, Raleigh, NC 27615	91984xxxx6	ada********@s***.com
ETC Investments	4042 John S Raboteau Wynd, Raleigh, NC 27612	91978xxxx0
Oak Creek Wealth Advisors of Janney Montgomery Scott	4140 Parklake Ave Ste 300, Raleigh, NC 27612	91979xxxx2	acr*****@j***.com							4		5
Debt Consolidation	4510 Hargrove Rd, Raleigh, NC 27604	91950xxxx2	chr******@d******************.com							7757		7100
The Gidley Group - Ameriprise Financial Services	8317 Six Forks Rd Ste 105, Raleigh, NC 27615	91936xxxx0	ali******@a*.com							691		691
John Ausley - Thrivent	5540 Centerview Dr Ste 200, Raleigh, NC 27606	25289xxxx9	adm@d*********.com							65		132
Wells Fargo Bank	7600 Creedmoor Rd Raleigh, NC 27613	91988xxxx0	aar********@w*******.com	3.8	17	4.2	5			154096		11
Aim Advisors	436 N Harrington St, Raleigh, NC 27603	91975xxxx1
Ferro Management Group	185 Wind Chime Ct Ste 201, Raleigh, NC 27615	91967xxxx3	cho*@f****.com
Kyle Clements - RBC Wealth Management Financial Advisor	3800 Glenwood Ave Suite 400, Raleigh, NC 27612	91991xxxx5	bob***@r.com								2	86
Brewer, Bill	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx6	acc********@m**********.com
Merrill Lynch Wealth Management	150 Fayetteville St, Raleigh, NC 27601	91982xxxx0	aas**********@m.com
Bill Smith	3535 Glenwood Ave, Raleigh, NC 27612	91957xxxx5	a.u*****@t******.com							7316	555	7800
Wells Fargo Bank	6002 Falls Of Neuse Rd Raleigh, NC 27609	91988xxxx3	aar********@w*******.com	2.9	29	2.7	6			154096		11
Bank OZK	3701 Lake Boone Trl Raleigh, NC 27607	33639xxxx7	aar******@o.com	2.5	2
Cardinal Capital Management, Inc	2626 Glenwood Ave, Raleigh, NC 27608	91953xxxx0	gan***@c**********************.com
Zach Kelly	2005 Clark Ave, Raleigh, NC 27605	91971xxxx7	ada******@f**********.com							12618		13000
LPL Financial	901 Stonecutter Ct, Raleigh, NC 27614	91987xxxx8	aar******@l.com							20098	232	21000
Wells Fargo Bank	305 Colonades Way Cary, NC 27518	91988xxxx9	aar********@w*******.com	3.2	21	4.2	5			154095		11
Ameriprise Financial Services	4601 Lake Boone Trl, Raleigh, NC 27607	91951xxxx4
Capmar	11550 Common Oaks Dr Ste 200, Raleigh, NC 27614	91948xxxx6
Ameriprise Financial Services Inc	286 W Millbrook Rd, Raleigh, NC 27609	91987xxxx0	dav*********@a*.com
Pratto Wealth Management	8506 Six Forks Rd Ste 202, Raleigh, NC 27615	91942xxxx8	jan@p********************.com
Giroux, Thomas	4515 Falls Of Neuse Rd, Raleigh, NC 27609	91987xxxx4	and******@a*.com
Avocet Ventures	3737 Glenwood Ave, Raleigh, NC 27612	91957xxxx5
Wells Fargo Advisors	3500 W Millbrook Rd, Raleigh, NC 27613	91927xxxx0
Chaney, Grant, CFA	3800 Glenwood Ave, Raleigh, NC 27612	91957xxxx9	rbc*******@r.com
Wells Fargo Bank	1201 Walnut St Cary, NC 27511	91988xxxx6	aar********@w*******.com	3.9	35	4.5	2			154095		11
Fidelity Bank	231 S White St Wake Forest, NC 27587	91955xxxx1	abb*****@f***********.com	4.9	32	5	3
First Carolina Bank	1405 Bradford View Dr Cary, NC 27519	91947xxxx1	aby***********@f**************.com	5	4	5	1			1442
State Employees Credit Union	512 Regency Park Dr Clayton, NC 27520	91955xxxx0	cla***************@n***.org	3.4	33	5	1			29433		40000
Consolidated Asset Management Services	3801 Lake Boone Trl, Raleigh, NC 27607	91974xxxx0	aal*****@c****.com
State Employees Credit Union Call Center	3808 Six Forks Rd Raleigh, NC 27609	91985xxxx9				5	2
Fidelity Capital Management, Inc.	3101 Glenwood Ave Suite 103, Raleigh, NC 27612	91987xxxx0	bi@f****.com
U.S. Trust	421 Fayetteville St, Raleigh, NC 27601	80044xxxx4	aar**********@u****.com
Mercator	3128 Hummer Way, Raleigh, NC 27614	91948xxxx2
Gidley Grooms-Assoc-Ameriprise	8319 Six Forks Rd Ste 105, Raleigh, NC 27615	91967xxxx8	dns***@a*.com
Sargent Wealth Management of Janney Montgomery Scott	4140 Parklake Ave Ste 300, Raleigh, NC 27612	91979xxxx0	acr*****@j***.com							4		5
Wells Fargo Private Bank	150 Fayetteville St Ste 700, Raleigh, NC 27601	98434xxxx0	aar*******@w*******.com							154084		11
Adderley, Rod	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx5	acc********@m**********.com
The Legacy Group - Morgan Stanley	3800 Glenwood Ave Ste 500, Raleigh, NC 27612	91978xxxx4	acm*********@m**********.com
Wells Fargo Bank	7801 Falls Of Neuse Rd Raleigh, NC 27615	91984xxxx0	don****@r*****.org			2.3	3			154096		11
Vaco Raleigh	4000 Westchase Blvd Ste 100, Raleigh, NC 27607	91971xxxx0	aan***@v*.com
Prudential Financial	Raleigh, NC 27612	91978xxxx0	a.w***@p*******.com
Fifth Third Bank	9650 Falls Of Neuse Rd, Raleigh, NC 27615	91932xxxx3
Wells Fargo Advisors	7600 Creedmoor Rd, Raleigh, NC 27613	91988xxxx0
Fifth Third Bank & ATM	1200 Ridge Rd, Raleigh, NC 27607	91932xxxx5	adr***********@5.com	4	4					220989	3814	223000
Brian Reid	3535 Glenwood Ave, Raleigh, NC 27612	91978xxxx0	a.u*****@t******.com							7316	555	7800
State Employee Credit Union	310 Pittsboro St Chapel Hill, NC 27516	91996xxxx1	a.c@n***.org	4	17	4	4			29433		40000
First Citizens Bank	2005 Clark Ave Raleigh, NC 27605	91971xxxx1	abc*@f**********.com	3.9	14	2.3	6			12618		13000
Charles Schwab	223 Weston Parkway Cary, NC 27513	80043xxxx0	ej.******@s***.com		27
Berkabia Commercial Mortgage	3700 Computer Dr Ste 315, Raleigh, NC 27609	91978xxxx5	aar*********@b*****.com					4.8	33	1287	59	1400
Meriturn Partners	234 Fayetteville St Ste 600, Raleigh, NC 27601	91982xxxx0
James F Lassiter Investments	150 Fayetteville St, Raleigh, NC 27601	91982xxxx2
Wells Fargo Advisors	8911 Brier Creek Pkwy, Raleigh, NC 27617	91936xxxx1
Charles Schwab	4313 Glenwood Ave Raleigh, NC 27612	91974xxxx1	ej.******@s***.com	3.4	14	3	2
Richardson, James, AGT	3720 Benson Dr, Raleigh, NC 27609	91987xxxx4	ame****************@a*.com							132699		134000
Wells Fargo Advisors	4530 Western Blvd, Raleigh, NC 27606	91923xxxx4
TowneBank	3535 Glenwood Ave Raleigh, NC 27612	91978xxxx0	aar@t******.com	4.1	9	5	1			7315	555	7800
Sara Boshart	3535 Glenwood Ave, Raleigh, NC 27612	91953xxxx4	a.u*****@t******.com							7316	555	7800
Concentric Investment Partners	900 Ridgefield Dr Suite 270, Raleigh, NC 27609
State Employees Credit Union	9101 Chapel Hill Rd Cary, NC 27513	91946xxxx6	a.c@n***.org	4.1	32	4.2	13			29433		40000
State Employees Credit Union	1000 Vandora Springs Rd Garner, NC 27529	91977xxxx2	a.c@n***.org	4	22	5	3			29433		40000
First Bank	3620 Six Forks Rd Raleigh, NC 27609	91980xxxx0	a.c@l*************.com	5	7					6115		6600
Alan Morgan - Financial Advisor, Ameriprise Financial Services	183 Wind Chime Ct Ste 202, Raleigh, NC 27615	91951xxxx4	ala********@a*.com
First Citizens Bank	7001 Falls Of Neuse Rd Raleigh, NC 27615	91971xxxx3	abc*@f**********.com	3.1	9					12617		13000
Gyger, Sean	4242 Six Forks Rd, Raleigh, NC 27609	91982xxxx0	ale********@m.com
The Funding Source	3200 Fairhill Dr Ste 104 Raleigh, NC 24612	91923xxxx8	a.r*@t**.com
Wells Fargo Bank	4011 Davis Dr Morrisville, NC 27560	91929xxxx3	aar********@w*******.com	2.8	33	5	4			154096		11
Global Sports Investment Group	8311 Brier Creek Pkwy, Raleigh, NC 27617	91927xxxx1
Wealth Enhancement Group	4101 Lake Boone Trl Ste 116, Raleigh, NC 27607	98434xxxx9	aba**@w**************.com
Consolidated Planning	2626 Glenwood Ave Ste 450, Raleigh, NC 27608	91978xxxx0	abr*******@c******.com	5	2			5	29	483	18	512
Johnson, J T	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx3	and**********@a*.com
Noble, Martin R	301 Glenwood Ave, Raleigh, NC 27603	91934xxxx2	abc*****@e********.com									29
Capital Wealth Management	606 Willard Pl, Raleigh, NC 27603	91982xxxx0
Adam Whitesell - Private Wealth Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx1	ada***********@a*.com
Truist	1620 Martin Luther King Jr Blvd #112, Raleigh, NC 27610	91950xxxx2	a@t*****.com	3.3	12					355430		360000
Curi	700 Spring Forest Rd, Raleigh, NC 27609	80066xxxx7	amb*******@c*.com							554		596
First National Bank	3400 Westgate Dr Durham, NC 27707	91940xxxx6	bma**@f*******.com			4	1
Falcon Square Capital	3701 Lake Boone Trail #100, Raleigh, NC 27607	91982xxxx4	adm@f****************.com	3.7	3
McCarthy, Robert P	3800 Glenwood Ave, Raleigh, NC 27612	91957xxxx1	rbc*******@r.com
Berthel Fisher & Co FNCL SVC	85 E Six Forks Rd, Raleigh, NC 27609	91978xxxx5	aan**@b****.com							281		295
State Employees Credit Union	8551 Strickland Rd Raleigh, NC 27615	91984xxxx4
State Employees Credit Union	2302 Bridgeport Dr Raleigh, NC 27615	91984xxxx4	inf@n****.org	3	21	4	4			29432		40000
Kelsey Plummer - Raymond James	8315 Six Forks Rd, Raleigh, NC 27615	91984xxxx0	aar**********@r*********.com							149	10	146
Edward Jones	8109 Fayetteville Rd Ste 121, Raleigh, NC 27603	91932xxxx3	a.j*******@e********.com							483		602
Southern Bank	3201 Glenwood Ave Ste 101 Raleigh, NC 27612	91978xxxx6	aar*********@s*********.com	4.5	4					2898	90	3100
Jason Obermeier - Thrivent	3918 Massey Run, Raleigh, NC 27616	91933xxxx0	adm@d*********.com
Clarity Wealth Management	4242 Six Forks Rd Ste 1550, Raleigh, NC 27609	91964xxxx0	dav*******@c*******.com
Captrust Financial Advisors	4208 Six Forks Rd Ste 1700, Raleigh, NC 27609	91987xxxx2	abr*@k***********.com							564	19
First Horizon National Bank	4140 Parklake Ave Raleigh, NC 27612	91978xxxx0
Stifel	3605 Glenwood Ave # 390, Raleigh, NC 27612	91964xxxx0	abb**@s***.com							4770		5200
Dobrick, Brenda	183 Wind Chime Ct, Raleigh, NC 27615	91932xxxx7	bev*********@a*.com							223	4	219
CAPTRUST Financial Advisors	8816 Six Forks Rd, Raleigh, NC 27615	91987xxxx2	bar********@c*************.com							441	62	563
Scott Allen Stephens - Private Wealth Advisor, Ameriprise Financial Services	434 Fayetteville St Ste 1860, Raleigh, NC 27601	91957xxxx4	dns***@a*.com
Halifax Group	3605 Glenwood Ave # 490, Raleigh, NC 27612	91978xxxx0	aat**@t************.com
Crutchfield, Anthony	8319 Six Forks Rd, Raleigh, NC 27615	91967xxxx8	dns***@a*.com
TRG Capital Management, Inc.	8321 Six Forks Rd STE 103, Raleigh, NC 27615	91923xxxx3	bmu******@t***.com
Binkley, Alan	3700 Glenwood Ave, Raleigh, NC 27612	91978xxxx5	abb*******@u.com
Suntrust	150 Creedmoor Rd, Raleigh, NC 27612	91987xxxx1
LPL Financial	2245 Gateway Access Pt, Raleigh, NC 27607	91978xxxx1	aar******@l.com							20098	232	21000
Genesis Investment Group	3737 Glenwood Ave Ste 100, Raleigh, NC 27612	91965xxxx3
Troy M. Smith Certified Financial Planner	3737 Glenwood Ave Ste 100, Raleigh, NC 27612	91957xxxx0	inf@a*****.com
Peoples Bank	4000 Westchase Blvd Ste 100 Raleigh, NC 27607	91974xxxx0	amo**@p**********.com	3	18
Truist	3001 Leland Dr, Raleigh, NC 27616	91967xxxx9	ale*************@m****.truist							355428		360000
Joseph F Cretella-Morgan Stanley	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx5	acc********@m**********.com
State Employees Credit Union	123 New Bern Pl Raleigh, NC 27601	91983xxxx0	inf@n****.org	3.6	15					29432		40000
Chriscolby Financial Services Inc	4000 Wake Forest Rd, Raleigh, NC 27609	91980xxxx3	dom**@f.com							22		21
Columbia Ridge Capital Management	8506 Six Forks Rd, Raleigh, NC 27615	91967xxxx1	bmu**@c************.com
Flanders Boggie & Associates - Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx7	cyn*************@a*.com							14
Secu Six Forks Ops Center	3808 Six Forks Rd Raleigh, NC 27609	91985xxxx0			20
Bantek West	3200 Lake Woodard Dr Ste 106 Raleigh, NC 27604	91923xxxx0
Weston Banks Wealth Partners	4700 Falls Of Neuse Rd, Suite 440, Raleigh, NC 27609	91978xxxx0	ben*****@w********.com
Ken Marsh	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx5	ada******@f**********.com							12618		13000
Mark Judson, CPA, CGMA, MBA	4000 Westchase Blvd, Raleigh, NC 27607	91997xxxx1	joh@c****.com
Wilson, Thomas	4600 Marriott Dr, Raleigh, NC 27612	91957xxxx2	acc********@e********.com							12		13
Wells Fargo Advisors	4321 Glenwood Ave, Raleigh, NC 27612	91942xxxx5
Stephen Coleman - Financial Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx2	cyn*************@a*.com
ARIS Wealth Management	7912 Clover Creek Ct, Raleigh, NC 27613	80088xxxx6	adm@a*****************.com
Laura C. Frushone	2005 Clark Ave, Raleigh, NC 27605	91983xxxx4	ada******@f**********.com							12618		13000
Wells Fargo Advisors	6002 Falls Of Neuse Rd, Raleigh, NC 27609	91988xxxx3
Scott Andrew Tippins - Financial Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx6	dns***@a*.com							160		164
Benson Baxter	2424 Glenwood Ave, Raleigh, NC 27608	91957xxxx1
Trustmark Bank	2304 Narrawood St, Raleigh, NC 27614	91956xxxx6
PNC Bank	14400 New Fall Of Neuse Rd Raleigh, NC 27614	91957xxxx0	aar****@p.com	2.6	19	3.5	4			352145	9019	355000
Dave Powell & Associates-Ameriprise Financial Service	286 W Millbrook Rd, Raleigh, NC 27609	91987xxxx0	dns***@a*.com	3	2
Latino Credit Union	4418 Fayetteville Rd Raleigh, NC 27603	91977xxxx0	ada************@l******.org	3.8	71					2806		3200
Carawan Financial Partners	7000 Harps Mill Rd Ste 201, Raleigh, NC 27615	91987xxxx1	der********@l.com
Stifel	3605 Glenwood Ave Ste 310, Raleigh, NC 27612	91964xxxx0	abb**@s***.com							4770		5200
McGrath, Hannah, CFP	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx1	car******@a*.com
Bank of America Private Bank	4242 Six Forks Rd Fl 17, Raleigh, NC 27609	80044xxxx4	aam*******@b**********.com							958714		29
Whitney Walker	3800 Glenwood Ave, Raleigh, NC 27612	91978xxxx1
F&M Bank - Raleigh	6801 Falls Of Neuse Rd Ste 100 Raleigh, NC 27615	91930xxxx1	ban******@f**.com					5	8	636		838
Lincoln Financial Advisors/ Sagemark Consulting	4011 Westchase Blvd Ste 100, Raleigh, NC 27607	91933xxxx0	bd4***********************************@w***************.com
Morgan Stanley	700 Spring Forest Rd Ste 200, Raleigh, NC 27609	91987xxxx0
Bank of America Financial Center	321 Oberlin Rd Raleigh, NC 27605	91982xxxx4	ban********@e**.bankofamerica	2.5	77	1.7	13			891373
Russell, Vann	3800 Glenwood Ave, Raleigh, NC 27612	91978xxxx6	acc********@m**********.com
Mark Oglesby - Financial Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx6	cyn*************@a*.com		12
Zuendel, Caroline	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx2	acc********@m**********.com
Bank of America	421 Fayetteville St Raleigh, NC 27601	91982xxxx2	aam*******@b**********.com							958672		29
Greystone Affordable Housing Initiatives	4025 Lake Boone Trail, Ste 209, Raleigh, NC 27607	91957xxxx0	abe**@g***.com					4.4	33			1100
J T Johnson - Financial Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx3	and**********@a*.com
Edward Jones	7277 Nc Highway 42 Ste 210, Raleigh, NC 27603	91966xxxx0
Wells Fargo Advisors Financial Network	3110 Edwards Mill Rd Ste 205, Raleigh, NC 27612	91961xxxx0	ben**********@f**********.com
Giroux, Thomas, AGT	3720 Benson Dr, Raleigh, NC 27609	91987xxxx4	ame****************@a*.com							132699		134000
Hannah McGrath - Financial Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx9	ada***********@a*.com							302	10
First Horizon Home Loans	5511 Capital Center Dr Ste 400 Raleigh, NC 27606	91985xxxx5
Timothy Rutt - Financial Advisor, Ameriprise Financial Services	3605 Glenwood Ave Ste 210, Raleigh, NC 27612	91967xxxx5	bis********@a*.com
Edward Jones - Financial Advisor: Barbara A Kingrey, AAMS™	10320 Durant Rd Ste 111, Raleigh, NC 27614	91984xxxx2	a.j*******@e********.com									133	5	6
Millennium Financial	4030 Wake Forest Rd, Raleigh, NC 27609	91971xxxx0	hop@a************************.com							257	8	264
High Rock Partners, Inc.	9508 Kirkhill Dr, Raleigh, NC 27615	91925xxxx2	bho**@h*************.com
State Employees Credit Union	605 Wendell Blvd Wendell, NC 27591	91936xxxx7	a.c@n***.org	4.3	21	4	1			25950
Monroe, Donald	3700 Glenwood Ave, Raleigh, NC 27612	91978xxxx4	abc*@u.com
Ecosystem Land Mitigation Bank	6200 Falls Of Neuse Rd Raleigh, NC 27609	91987xxxx7
State Employees Credit Union Knightdale	809 N Smithfield Rd Knightdale, NC 27545	91926xxxx3	alt*******@n***.org	3.9	34	5	2			29433		40000
Fifth Third Bank & ATM	1641 Glenwood Ave, Raleigh, NC 27608	91932xxxx4	adr***********@5.com							220989	3814	223000
Pendleton Financial	2607 Oberlin Rd, Raleigh, NC 27608	91978xxxx7	bre*@p***************.com	5	16					27		27
Inspiring Investment Raleigh	4509 Creedmoor Rd Ste 200, Raleigh, NC 27612	91943xxxx1	459***********************************@w***************.com
Welch, Tom, AGT	3600 Glenwood Ave, Raleigh, NC 27612	91987xxxx9	ame****************@a*.com							132699		134000
Freedom Wealth Management	4000 Westchase Blvd Ste 300, Raleigh, NC 27607	91978xxxx7	joh*******@f*******************.com
Atlantic Investment Management	4724 Hargrove Rd, Raleigh, NC 27616	91987xxxx6
Amercn Exprss Fncl A	5540 Centerview Dr, Raleigh, NC 27606	91985xxxx6
McClaugherty, Jeff, AGT	2501 Blue Ridge Rd, Raleigh, NC 27607	91967xxxx0	cam***********@a*.com							171		179
Fidelity Bank	10217 Chapel Hill Rd Morrisville, NC 27560	91946xxxx9	abb*****@f***********.com	5	61	2	1
Debt Consolidation	350 Main Ave, Raleigh, NC 27604	70986xxxx9	cus**********@d**************.com									11000
Unger, Matthew	3600 Glenwood Ave, Raleigh, NC 27612	91957xxxx4	das@d*************.com
P M NC Investments	6710 Bromwich Ln, Raleigh, NC 27607	91940xxxx6
Perrin Burton	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx1	abc*@f**********.com							12677		14000
Andy McKay-Morgan Stanley	3800 Glenwood Ave, Raleigh, NC 27612	91978xxxx2	acc********@m**********.com
Insight Wealth Solutions, LLC	7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617	91957xxxx8
Bank of America Financial Center	1001 Saint Charles Pl Cary, NC 27513	91982xxxx4	al.******@b*.com	3.6	46	3	2			891371
RTP Federal Credit Union	915 N Harrison Ave Cary, NC 27513	91994xxxx0	all@r***.org	2.4	8	5	1	4.8	25	390		392
Fidelity Bank Cameron Village, NC	600 Oberlin Rd, Raleigh, NC 27605	91983xxxx0	abb*****@f***********.com	4.9	48
Connie Russell - Financial Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx3	con*********@a*.com
Coastal Credit Union	2024 Kildaire Farm Rd Cary, NC 27518	91923xxxx3	aab*******@c******.com	3.1	24	3.3	6
Brown, Nathan, CFP	3720 Benson Dr, Raleigh, NC 27609	91987xxxx4	and******@a*.com							159	2	162
Capital City Investments & Management	4203 Cardinal Grove Blvd, Raleigh, NC 27616	91967xxxx0
Workplace Options	2912 Highwoods Blvd Ste 100, Raleigh, NC 27604	91983xxxx6	bob@b**********.com					4.6	22			1800
Coleman, Stephen, CFP	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx2	cyn*************@a*.com
Wells Fargo Bank	6615 Knightdale Blvd Knightdale, NC 27545	91926xxxx7	aar********@w*******.com	3.2	41	3	2			154098		11
Wright Financial Services	8601 Six Forks Rd, Raleigh, NC 27615	91984xxxx3	inf@r************.com
Segal, Alan, AGT	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx8	ala*******@a*.com
Dyson, Will, AGT	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx9	ame****************@a*.com							132699		134000
Todd Gronewald - Private Wealth Advisor, Ameriprise Financial Services	5420 Wade Park Blvd Ste 208, Raleigh, NC 27607	91980xxxx5	deb**************@a*.com
Fifth Third Private Bank - Philip Fintchre II	305 Church at N Hills St Suite 1000, Raleigh, NC 27609	91957xxxx9
Oig Inc	3334 Hillsborough St, Raleigh, NC 27607	91983xxxx0	inf@o**********************.com					5	9			103
North Carolina State Government	2808 Hillsborough St Raleigh, NC 27607	91983xxxx1
Olde Raleigh Financial Group	3110 Edwards Mill Rd Ste 340, Raleigh, NC 27612	91986xxxx2	ale********@o*************.com
TowneBank	7100 Falls Of Neuse Rd, Raleigh, NC 27615	91937xxxx0	abc*****@t******.com							7316	555	7800
Heath Investment Group	8801 Fast Park Dr, Raleigh, NC 27617	91951xxxx8	ala@h*********.com
Fidelity Bank	7000 Gb Alford Hwy Holly Springs, NC 27540	91955xxxx2	abb*****@f***********.com	4.9	48	5	1
Morgan Stanley	2501 Blue Ridge Rd Ste 190, Raleigh, NC 27607	91949xxxx9
Tippins, Scott A	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx6	dns***@a*.com									164
Capital Investment Companies	100 E Six Forks Rd #200, Raleigh, NC 27609	91983xxxx0	aba**@c***********.com	4.7	28					473		518
Bayer Federal Credit Union	127 Pony Farm Rd Clayton, NC 27520	91935xxxx0
North Carolina State Government	1000 Vandora Springs Rd Garner, NC 27529	91977xxxx2	abc****@n***.org	4	22					29434		40000
Alvin Oakley	3535 Glenwood Ave, Raleigh, NC 27612	91953xxxx2	a.u*****@t******.com							7316	555	7800
Total Merchant Services	3021 Berks Way Ste 202 Raleigh, NC 27614	91948xxxx0
J D Gidley - Private Wealth Advisor, Ameriprise Financial Services	8317 Six Forks Rd Ste 105, Raleigh, NC 27615	91936xxxx0	ali******@a*.com							691		691
Edward Jones - Financial Advisor: Brian Beamon	3724 National Dr Ste 121, Raleigh, NC 27612	91957xxxx2
Fidelity Bank	5700 Creedmoor Rd Raleigh, NC 27612	91987xxxx7	abb*****@f***********.com	5	43	4	1
William A Bagby - Financial Advisor, Ameriprise Financial Services	3605 Glenwood Ave Ste 210, Raleigh, NC 27612	91967xxxx5	bis********@a*.com
Wind Chime Wealth Partners - Ameriprise Financial Services	183 Wind Chime Ct Ste 202, Raleigh, NC 27615	91932xxxx6	bev*********@a*.com							223	4	219
Trustmark National Bank	4601 Six Forks Rd, Raleigh, NC 27609	91946xxxx1	abc*@t******.com							9821	472	10000
Anthony Delauney - Private Wealth Advisor, Ameriprise Financial Services	5420 Wade Park Blvd Ste 208, Raleigh, NC 27607	91980xxxx4	ant*************@a*.com							194		192
Fidelity Investments	4509 Creedmoor Rd Ste 101, Raleigh, NC 27612	80053xxxx9	a61**@f*****.com	3.5	8					328889		352000
Re Corr, Chuck	4242 Six Forks Rd, Raleigh, NC 27609	91982xxxx2	ale********@m.com
Truist	5135 New Hope Rd, Raleigh, NC 27604	91950xxxx3	a@t*****.com	1.9	31					355430		360000
Watlington, John, MBA	286 W Millbrook Rd, Raleigh, NC 27609	91987xxxx0	dav*********@a*.com
Luke Sharp, MetLife Auto & Home	2501 Blue Ridge Rd Ste 300,, Raleigh, NC 27607	91927xxxx8	a@m******.com
Consolidated Asset Management Services	801 Corporate Center Dr Ste 116, Raleigh, NC 27607	91974xxxx0
Morgan Stanley Wealth Management	3800 Glenwood Ave, Raleigh, NC 27612	91998xxxx0	int********@m**********.com
First Citizens Bank	239 Fayetteville St Raleigh, NC 27601	91971xxxx0	abc*@f**********.com	2.1	26					12617		13000
Plexus Capital	4601 Six Forks Rd Ste 528, Raleigh, NC 27609	91925xxxx0	ale@p*******.com
Seeds & Harvest Inc	555 Fayetteville St, Raleigh, NC 27601	83348xxxx4	abc*****@t**.com
Collegiate Capital Management	214 New Bern Pl, Raleigh, NC 27601	91983xxxx1	ago****@c**************.com
La Mantia Marsilio & Verna PLLC	8341 Bandford Way, Raleigh, NC 27615	91967xxxx0	adm@l*********.com
S. Paul Kanoy	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx6	ada******@f**********.com							12618		13000
Boggie, Douglas C	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx5	cyn*************@a*.com
State Employees Credit Union	2421 E NC Hwy 54 Durham, NC 27713	91980xxxx3	a.c@n***.org	3.6	34	3.8	4			26039
Star	4242 Six Forks Rd, Raleigh, NC 27609	91980xxxx9	ale*************@m.com
The Triangle Team-Morgan Stanley	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx0	acc********@m**********.com
Fidelity Bank - Raleigh	5700 Creedmoor Rd Raleigh, NC 27605	91978xxxx9	abb*****@f***********.com	5	43
Richardson Private Wealth Advisors - Ameriprise Financial Services	3605 Glenwood Ave Ste 210, Raleigh, NC 27612	91967xxxx5	bis********@a*.com							151		158
James Rushton - Morgan Stanley	3800 Glenwood Ave Ste 500, Raleigh, NC 27612	91988xxxx7	acm*********@m**********.com
Nick Cerullo - Financial Advisor, Ameriprise Financial Services	3600 Glenwood Ave Ste 130, Raleigh, NC 27612	91922xxxx4	dns***@a*.com
Beacon Investment Management	434 Fayetteville St, Raleigh, NC 27601	91982xxxx5
Raleigh Wealth Management	3110 Edwards Mill Rd #205, Raleigh, NC 27612	91923xxxx9
Bb&t	1821 S Main St Wake Forest, NC 27587	91945xxxx0	aar@b.com	3.3	23	2.5	2			355432		360000
Coastal Credit Union	401 N Harrison Ave Cary, NC 27513	80086xxxx2	aab*******@c******.com	3.9	25	1.7	9
Investment Metrics	2515 Fairview Rd Ste 205, Raleigh, NC 27608	91991xxxx9
Wells Fargo Advisors	3400 Spring Forest Rd, Raleigh, NC 27616	91995xxxx6
Fidelity Bank	12201 Capital Blvd Wake Forest, NC 27587	91955xxxx2	abb*****@f***********.com	4.9	40	5	1
Gsm Investment Group	5540 Centerview Dr, Raleigh, NC 27606	91942xxxx7
Eiwynne Investments	3400 Churchill Rd, Raleigh, NC 27607	91978xxxx6
Preferred Client Group	116 N West St, Raleigh, NC 27603	91945xxxx1	and******@p**.com							127		129
Equitable Advisors	3201 Beechleaf Ct, Raleigh, NC 27604	91995xxxx4	aar*******@e******.com							51739	21	52000
Anisa Empire Temple	133 Fayetteville St, Raleigh, NC 27601	91983xxxx9
NovaQuest Capital Management L.L.C.	4208 Six Forks Rd #920, Raleigh, NC 27609	91945xxxx0	a.t******@n******.com
Edelman Financial Engines	4700 Falls Of Neuse Rd Ste 275, Raleigh, NC 27609	83375xxxx3	aar*****@e********************.com	3	2					18783	20	20000
Edward Jones - Financial Advisor: Brad McRae Sr	10320 Durant Rd Ste 111, Raleigh, NC 27614	91932xxxx6
Jeff Mc Claugherty - Private Wealth Advisor, Ameriprise Financial Services	2501 Blue Ridge Rd Ste 490, Raleigh, NC 27607	91967xxxx0	cam***********@a*.com							171		178
Purrington John V	4101 Lake Boone Trl, Raleigh, NC 27607	91957xxxx2
Latino Community Credit Union	4730 Capital Blvd Raleigh, NC 27604	91985xxxx6	ada************@l******.org							2806		3200
Rmw Investments	1601 Wolfpack Ln, Raleigh, NC 27609	91979xxxx0	aar@w*****.com	3.7	15
Freedom Federal Credit Union	2809 E Millbrook Rd Ste 100 Raleigh, NC 27604	91971xxxx5
Best Financial Resources	3901 Capital Blvd Suite 139, Raleigh, NC 27604	86693xxxx9	cap***********@a*.com							358		361
Fifth Third Bank	6200 Glenwood Ave Raleigh, NC 27612	91932xxxx1	amy*******@5.com			5	1			220989	3814	223000
Gregory Sieber, CFP, CLU, ChFC - UBS Financial Services Inc.	3700 Glenwood Ave Ste 300, Raleigh, NC 27612	91978xxxx8	abc*****@u.com
Wells Fargo Bank	3301 Edwards Mill Rd Raleigh, NC 27612	91927xxxx0	aar********@w*******.com	3.3	10	3.5	4			154095		11
Raleigh Federal Employees Fcu	310 New Bern Ave Ste 107 Raleigh, NC 27601	91983xxxx4	all@r***.org
Cherokee Investment Partners	137 S Wilmington St, Raleigh, NC 27601	91974xxxx0	abi***@c*********.com
State Employees Credit Union	3300 Hammond Rd Raleigh, NC 27603	91977xxxx5	alt*******@n***.org	3.5	24	3	2			29433		40000
Bank Of America	6636 US-64 Bus Knightdale, NC 27545	91926xxxx0	axe**********@b*.com	1.9	65					891371
Edward Jones - Financial Advisor: Jon Lee	4131 Parklake Ave Ste 525, Raleigh, NC 27612	91957xxxx1
Michael Kaplan - Financial Advisor, Ameriprise Financial Services	4515 Falls Of Neuse Rd Ste 100, Raleigh, NC 27609	91987xxxx4	and******@a*.com							157	2	160
Archer Investment Management Raleigh	436 N Harrington St, Raleigh, NC 27603	91975xxxx1	ebu***@a**.com
Ashwin Aggarwal-Morgan Stanley	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx8	acc********@m**********.com
U. S. Postal Service Federal Credit Union	1 Floretta Pl Raleigh, NC 27676	80087xxxx8	ais*@u****.org	2.3	6	5	2
Steward Wealth Strategies	343 E Six Forks Road, Raleigh, NC 27609	91980xxxx5	ale@s************.com
Qualified Retirement Plan Services Inc	2724 Discovery Dr Ste 100, Raleigh, NC 27616	91978xxxx1	ben@q**.com
Wells Fargo Bank	13160 Strickland Rd Raleigh, NC 27613	91984xxxx7	aar********@w*******.com	3	17	4.2	6			154095		11
Katie Peeden	4300 Six Forks Rd, Raleigh, NC 27609	91971xxxx0	ada******@f**********.com							12618		13000
State Employees Credit Union	512 Regency Dr Garner, NC 27529	91955xxxx0
Fidelity Bank	2819 Jones Franklin Rd Raleigh, NC 27606	91985xxxx5	abb*****@f***********.com	4.9	83	2.5	2
First Citizens Bank	4400 Six Forks Rd Raleigh, NC 27609	91971xxxx2	abc*@f**********.com	3.8	8	1	1			12617		13000
Jensen Financial Group	4004 Barrett Dr, Raleigh, NC 27609	91982xxxx4	jen*******************@d***********.com
The Glenwood Group - Morgan Stanley	3800 Glenwood Ave Ste 500, Raleigh, NC 27612	91978xxxx5	acm*********@m**********.com
Richard Dove II	4300 Six Forks Rd, Raleigh, NC 27609	43479xxxx8	ada******@f**********.com							12617		13000
Secrest, Edward B, AGT	7780 Brier Creek Pkwy, Raleigh, NC 27617	91954xxxx0	ese***@s*****.com
Rhyne Savidge & Associates-Ameriprise Financial Service	4601 Lake Boone Trl, Raleigh, NC 27607	91951xxxx4	dns***@a*.com
Investors Management Corporation	5151 Glenwood Ave, Raleigh, NC 27612	91988xxxx0
James M Richardson - Private Wealth Advisor, Ameriprise Financial Services	3605 Glenwood Ave Ste 210, Raleigh, NC 27612	91967xxxx5	bis********@a*.com							154		161
Wells Fargo Bank	1225 US Hwy 70 W Garner, NC 27529	91977xxxx3	aar********@w*******.com	2.9	49	3.4	5			156453
Bank of America Financial Center	4811 Hope Valley Rd Durham, NC 27707	91995xxxx2	ada**********@m.com	3.7	43	3.6	7			891371
Oglesby, Mark, MBA	3600 Glenwood Ave, Raleigh, NC 27612	91922xxxx6	cyn*************@a*.com
Edward Jones - Financial Advisor: Erin F Horne, CFP®	807 Spring Forest Rd Ste 700, Raleigh, NC 27609	98429xxxx4	a.j*******@e********.com							86248		59
First Citizens Bank	2904 Fairview Rd Raleigh, NC 27608	91951xxxx2	aar************@f**********.com							12016
Sohan Properties	1611 Jones Franklin Rd, Raleigh, NC 27606	91985xxxx0	cyr*******@a*.com							46		46
Turner, Ralston	3800 Glenwood Ave, Raleigh, NC 27612	91987xxxx6	acc********@m**********.com
Fifth Third Bank & ATM	4917 Capital Blvd, Raleigh, NC 27616	91923xxxx7	adr***********@5.com	3.2	9					220989	3813	223000
Wells Fargo Bank	3415 Westgate Dr Durham, NC 27707	91948xxxx5	aar********@w*******.com			3	2			154095		11
Principal Financial Group	4141 Parklake Ave Ste 450, Raleigh, NC 27612	91983xxxx0	a.m@p******.com	3.4	9					68203	254	70000
First Citizens Bank	3231 Edwards Mill Rd Raleigh, NC 27612	91971xxxx0	abc*@f**********.com	2.3	7	1	1			12617		13000
Merrill Lynch Financial Advisor Michael Cronlund	4242 Six Forks Rd, Raleigh, NC 27609	91942xxxx4	ale********@m.com
Howe Barnes	4000 Westchase Blvd, Raleigh, NC 27607	91942xxxx0
Fidelity Capital Manageme	3101 Glenwood Ave Ste 303, Raleigh, NC 27612	91985xxxx0	bi@f****.com
Edward Jones - Financial Advisor: Geoffrey C Raynor	1 Glenwood Ave Ste 4-102, Raleigh, NC 27603	91934xxxx0
The Capitol Group - Morgan Stanley	3800 Glenwood Ave Ste 500, Raleigh, NC 27612	91978xxxx0	acm*********@m**********.com
Morgan Stanley Wealth Management	3737 Glenwood Ave, Raleigh, NC 27612	91978xxxx0	acc********@m**********.com
First Citizens Bank	1200 Ridge Rd Raleigh, NC 27607	91971xxxx7	aar************@f**********.com							11920
Coastal Credit Union	1000 Saint Albans Dr Raleigh, NC 27609	91942xxxx0	aab*******@c******.com	3	52	1.7	7
Asset Protectors & Advisors	5565 Centerview Dr Ste 200, Raleigh, NC 27606	91985xxxx6	al@g*************.com
Crosspoint Investments	5505 Creedmoor Rd, Raleigh, NC 27612	91957xxxx7		4	2
Carol Holland	3535 Glenwood Ave, Raleigh, NC 27612	91953xxxx3	a.u*****@t******.com	4.2	10					7315	555	7800
First Flight Federal Credit Union	1815 Kildaire Farm Rd Ste A Cary, NC 27518	91923xxxx7	aar*******@e*********.com	4.7	15	5	1			1172
Velocis Sunset LP	3921 Sunset Ridge Rd Ste 201, Raleigh, NC 27607	91957xxxx7
Gipp, Bob, MBA	3800 Glenwood Ave, Raleigh, NC 27612	91957xxxx6	bob***@r.com							86	2	86
Betts And Gambles	4005 Old Coach Rd, Raleigh, NC 27616	91987xxxx0
Edward Jones - Financial Advisor: Denise M Hanrahan	8480 Honeycutt Rd Ste 200, Raleigh, NC 27615	91932xxxx1
Merrill Lynch Financial Advisor Geoffrey Bell	4242 Six Forks Rd #1800, Raleigh, NC 27609	91982xxxx4	ann*******@m.com
Brown Water Investment Inc	2921 Wakefield Crossing Dr, Raleigh, NC 27614	91955xxxx2
State Employees Credit Union	7800 TW Alexander Dr Raleigh, NC 27617	98425xxxx3	abc****@n***.org			5	1			29432		40000
M & A Investment Company	4800 Falls Of Neuse Rd, Raleigh, NC 27609	91987xxxx7
First Flight Federal Credit Union	400 Village Walk Dr Holly Springs, NC 27540	91955xxxx1	aar*******@e*********.com	4.2	15					1177
First Citizens Bank	100 E Tryon Rd Raleigh, NC 27603	91987xxxx4	aar************@f**********.com	3.9	10	1	3			11920
Alpha Private Wealth Management	9208 Falls Of Neuse Rd, Raleigh, NC 27615	91972xxxx7
Jo G Holloman CPA	1005 Bullard Ct, Raleigh, NC 27615	91986xxxx0	jo@j**********.com