| Chapman, Donald |
6000 Fairview Rd, Charlotte, NC 28210 |
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82832xxxx9 |
don***********@r**.com |
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12373 |
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14000 |
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| Invitation Homes |
9335 Harris Corners Pkwy Suite 100 Charlotte, NC 28269 |
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70481xxxx0 |
a2**@i**************.com |
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2.6 |
201 |
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118720 |
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119000 |
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| VanDyk Mortgage Corporation |
120 Greenwich Rd-B, Charlotte, NC 28211 |
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70436xxxx7 |
abe***********@m*************.com |
4.9 |
31 |
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| Morgan Stanley Wealth Management |
831 E Morehead St, Charlotte, NC 28202 |
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70489xxxx0 |
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| Calamita Wealth Management |
6135 Park S Dr #510, Charlotte, NC 28210 |
|
70427xxxx5 |
bri****@c*************.com |
5 |
7 |
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| Fairview Strategic Planning |
5960 Fairview Rd Ste 104, Charlotte, NC 28210 |
|
70424xxxx3 |
e.m*******@l**.com |
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| Talanta Investment Group Inc. |
525 N Tryon St 16th floor, Charlotte, NC 28202 |
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| Morgan Stanley Wealth Management |
6805 Carnegie Blvd, Charlotte, NC 28211 |
|
70444xxxx0 |
acc**********@m************.com |
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| Engel & Völkers South Charlotte |
11220 Elm Ln Ste 207 Charlotte, NC 28277 |
|
70450xxxx6 |
ale*********@e****.com |
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3 |
6 |
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1276 |
198 |
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| Raymond James |
3325 Springbank Ln Ste 302, Charlotte, NC 28226 |
|
70475xxxx3 |
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| Centerlane Capital |
2820 Selwyn Ave #500, Charlotte, NC 28209 |
|
70490xxxx2 |
jta****@c****************.com |
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| Golden Capital Management |
10715 David Taylor Dr Ste 400, Charlotte, NC 28262 |
|
70459xxxx4 |
can**@g***.com |
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| Gaskin Asset Management, LLC |
7615 Colony Rd #100, Charlotte, NC 28226 |
|
80040xxxx9 |
d@g**********.com |
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| Meghanne Svatos - Financial Advisor, Ameriprise Financial Services |
8832 Blakeney Professional Dr Ste 302, Charlotte, NC 28277 |
|
70494xxxx0 |
deb***************@a***.com |
5 |
1 |
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| Modera Wealth Management |
831 E Morehead St Ste 760, Charlotte, NC 28202 |
|
70435xxxx2 |
aar********@m***********.com |
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90 |
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110 |
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| Edward Jones - Financial Advisor: Jim Hale |
3635 Mt Holly Hntrsvl Rd, Charlotte, NC 28216 |
|
70497xxxx1 |
a.j*********@e**********.com |
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| Courview Securities |
6100 Fairview Rd, Charlotte, NC 28210 |
|
70455xxxx0 |
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| Curtis Mark Casey - Financial Advisor, Ameriprise Financial Services |
3125 Springbank Ln Ste H, Charlotte, NC 28226 |
|
33696xxxx7 |
cur***********@a***.com |
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| Holland Capital Management, LLC |
15720 Brixham Hill Ave #300, Charlotte, NC 28277 |
|
98050xxxx1 |
cha*@h******************.com |
5 |
2 |
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4 |
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| Carolina Property Management, LLC |
1430 S Mint St STE 106, Charlotte, NC 28203 |
|
70455xxxx4 |
adm**@c**************************.com |
4.1 |
56 |
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563 |
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| Mace Mike |
11325 N Community House Rd Ste 275, Charlotte, NC 28277 |
|
70454xxxx9 |
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| Bret Cozewith: Primerica - Financial Services |
1338 Hundred Oaks Dr, Ste AA, CHARLOTTE, NC 28217 |
|
70430xxxx1 |
alr*******@g****.com |
5 |
13 |
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| Raymond Watson - Financial Advisor, Ameriprise Financial Services |
13739 Steele Creek Rd Unit 200, Charlotte, NC 28273 |
|
70462xxxx1 |
chr**********@a***.com |
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| Online Trading Academy Charlotte |
19720 Jetton Rd Ste 101 Cornelius, NC 28031 |
|
70423xxxx5 |
abi*@t*************.com |
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3.6 |
12 |
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109158 |
202 |
116000 |
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| Edward Jones - Financial Advisor: Mike Schmidt, CFP® |
1441 Heather Ln Ste B, Charlotte, NC 28209 |
|
70456xxxx1 |
acc**********@e**********.com |
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| Blue Financial |
5970 Fairview Rd Suite 400, Charlotte, NC 28210 |
|
70430xxxx1 |
blu*****@b*************.com |
5 |
16 |
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| Carolinas Investment Consulting |
5605 Carnegie Blvd # 400, Charlotte, NC 28209 |
|
70464xxxx5 |
3d@c**************.com |
4 |
1 |
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| Edward Jones - Financial Advisor: Jonathan P Kirk |
8133 Ardrey Kell Rd Ste 105, Charlotte, NC 28277 |
|
70470xxxx5 |
acc**********@e**********.com |
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| GCG Wealth Management |
1415 Vantage Pk Dr #250, Charlotte, NC 28203 |
|
70437xxxx1 |
aho**@g****.com |
4.1 |
10 |
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| Barings |
300 S Tryon St, Charlotte, NC 28202 |
|
70480xxxx0 |
aar**@b******.com |
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| Edward Jones - Financial Advisor: Rosa Gonzalez |
11020 David Taylor Dr Ste 116, Charlotte, NC 28262 |
|
70454xxxx6 |
acc**********@e**********.com |
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| Edward Jones - Financial Advisor: Raja Reslan |
11020 David Taylor Dr, Charlotte, NC 28262 |
|
70454xxxx6 |
a.j*********@e**********.com |
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| 25 Capital |
3540 Toringdon Way, Charlotte, NC 28277 |
|
70442xxxx9 |
inv**************@2********.com |
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| Rich Keelty - Financial Advisor, Ameriprise Financial Services |
4521 Sharon Rd Ste 300, Charlotte, NC 28211 |
|
70497xxxx0 |
col***********@a***.com |
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| Michael Phillips - Branch Manager, Ameriprise Financial Services |
4521 Sharon Rd Ste 300, Charlotte, NC 28211 |
|
70491xxxx1 |
che***********@a***.com |
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| Edward Jones - Financial Advisor: Benjamin C Asseff, CFP®|ChFC®|AAMS™ |
8133 Ardrey Kell Rd Ste 105, Charlotte, NC 28277 |
|
70470xxxx5 |
a.j*********@e**********.com |
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181 |
2 |
182 |
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| Silver Investments Limited |
4425 Randolph Rd, Charlotte, NC 28211 |
|
70436xxxx1 |
ash***@s***********************.com |
4.5 |
2 |
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| Edward Jones - Financial Advisor: John V O'Connor |
1441 Heather Ln Ste B, Charlotte, NC 28209 |
|
70456xxxx1 |
acc**********@e**********.com |
5 |
2 |
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86241 |
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96000 |
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| 25 Capital Partners LLC |
13024 Ballantyne Corporate Pl #425, Charlotte, NC 28277 |
|
70442xxxx9 |
inv**************@2********.com |
5 |
1 |
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| First Investor Realty & Management, LLC |
4401 E Independence Blvd suite 200-e, Charlotte, NC 28205 |
|
70477xxxx7 |
ste**@f***.vip |
4.7 |
23 |
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111 |
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| Palmetto REsolutions |
1700 Industrial Center Cir Ste D Charlotte, NC 28213 |
|
70481xxxx3 |
bra****@p******************.com |
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22 |
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37 |
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| Bracken Capital |
200 S Tryon St, Charlotte, NC 28202 |
|
70428xxxx0 |
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| Scott Evan Investments |
13850 Ballantyne Corporate Pl, Charlotte, NC 28277 |
|
80328xxxx8 |
ban********************@m*.com |
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| Fifth Third Securities - LisaBeth Thiessen |
225 S Sharon Amity Rd, Charlotte, NC 28211 |
|
70468xxxx2 |
adr************@5*.com |
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| Bret Urbanski - Financial Advisor, Ameriprise Financial Services |
4521 Sharon Rd Ste 300, Charlotte, NC 28211 |
|
70491xxxx5 |
ann********@a***.com |
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| Vine & Branch Capital |
7615 Colony Rd Ste 215A, Charlotte, NC 28226 |
|
98070xxxx0 |
Arc**********@v***************.com |
5 |
2 |
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| Graham Investment Co |
219 N Graham St, Charlotte, NC 28202 |
|
70437xxxx3 |
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| Banyan Capital Management, LLC |
11221 Foxhaven Dr, Charlotte, NC 28277 |
|
70451xxxx5 |
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| Sterling Capital Mgmt |
4350 Congress St, Charlotte, NC 28209 |
|
70437xxxx0 |
aal******@s**************.com |
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| Barings |
300 S Tryon St UNIT 2500, Charlotte, NC 28202 |
|
70480xxxx0 |
aar**@b******.com |
4 |
3 |
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| Dory Hux - Financial Advisor, Ameriprise Financial Services |
13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277 |
|
70454xxxx2 |
bec************@a***.com |
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| Jeremiah Fitzpatrick - Private Wealth Advisor, Ameriprise Financial Services |
3125 Springbank Ln Ste H, Charlotte, NC 28226 |
|
70491xxxx4 |
dns*****@a***.com |
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| First Bank |
4201 Congress St Ste 1000 Charlotte, NC 28210 |
|
98049xxxx8 |
a.c@l*************.com |
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1 |
1 |
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6121 |
|
6600 |
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| Edward Jones - Financial Advisor: Jim Hale |
10917 Black Dog Ln, Charlotte, NC 28214 |
|
70497xxxx1 |
acc**********@e**********.com |
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| Zaremski Terry |
1373 E Morehead St # 21, Charlotte, NC 28204 |
|
70437xxxx9 |
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| Capital Choice Advisors |
7300 Carmel Executive Park Dr, Charlotte, NC 28226 |
|
70454xxxx9 |
lwi******@c********************.com |
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| Transitions Wealth Management, LLC |
5818 Gate Post Rd, Charlotte, NC 28211 |
|
70427xxxx9 |
jan*@t****************.com |
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| The Investor Advisory Group, LLC |
421 S Sharon Amity Rd # A, Charlotte, NC 28211 |
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70436xxxx0 |
ed@t*****.com |
5 |
2 |
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| Millennium Financial Group |
4801 E Independence Fwy # 302, Charlotte, NC 28212 |
|
70453xxxx0 |
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5 |
4 |
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| Morgan Stanley Wealth Management |
4423 Sharon Rd, Charlotte, NC 28211 |
|
80053xxxx4 |
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| Babson Capital Management |
550 S Tryon St, Charlotte, NC 28202 |
|
70434xxxx8 |
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| Bourne Partners |
550 S Caldwell St #900, Charlotte, NC 28202 |
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70455xxxx7 |
aar**@b**************.com |
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| SEDNA Wealth Management LLC |
227 W 4th St, Charlotte, NC 28202 |
|
70498xxxx5 |
inf*@s********************.com |
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| Recovered Asset Management |
11301 Ed Brown Rd, Charlotte, NC 28273 |
|
70458xxxx4 |
and***@r***********.com |
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| Huber, Chic |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70426xxxx2 |
bro************@r**.com |
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109 |
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| Securities America |
2359 Perimeter Pointe Pkwy Ste 175, Charlotte, NC 28208 |
|
70435xxxx0 |
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| Talley Properties |
2716 Westport Rd, Charlotte, NC 28208 |
|
70433xxxx6 |
abr***@t***************.com |
4.6 |
321 |
1.7 |
16 |
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6044 |
2 |
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| Edward Jones - Financial Advisor: Madison G Riggs |
801 E Morehead St Ste 307, Charlotte, NC 28202 |
|
70433xxxx0 |
acc**********@e**********.com |
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| Fidelity Investments |
4611 Sharon Rd #125, Charlotte, NC 28211 |
|
80027xxxx9 |
a61****@f*******.com |
3.4 |
36 |
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| Public Financial Management |
11605 N Community House Rd #500, Charlotte, NC 28277 |
|
70454xxxx9 |
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1 |
1 |
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| QC Capital LLC |
1515 Mockingbird Ln STE 400, Charlotte, NC 28209 |
|
70432xxxx8 |
chr**@q*************.com |
5 |
5 |
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5 |
11 |
1151 |
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| Nine Bridge Financial Partners |
831 E Morehead St, Charlotte, NC 28202 |
|
70430xxxx5 |
ken********@n***********.com |
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| Optcapital |
200 S College St # 1600, Charlotte, NC 28202 |
|
70473xxxx0 |
ale*@o*********.com |
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| Innovation Partners, LLC |
5950 Fairview Rd #140, Charlotte, NC 28210 |
|
70470xxxx1 |
bob@i********************.com |
4 |
1 |
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| Edward Jones - Financial Advisor: Brandon Helms |
6733 Fairview Rd Ste A, Charlotte, NC 28210 |
|
70436xxxx1 |
a.j*********@e**********.com |
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152 |
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| Dolan Capital Advisors, Inc. |
15720 Brixham Hill Ave #300, Charlotte, NC 28277 |
|
70488xxxx9 |
b@d******.com |
5 |
2 |
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| Level Wealth Management |
6135 Park South Dr Ste 510, Charlotte, NC 28210 |
|
70431xxxx0 |
61e*************************************@w*****************.com |
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| Fairview Financial |
6100 Fairview Rd Ste 1210, Charlotte, NC 28210 |
|
70491xxxx6 |
js@f****************.com |
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| Tricapital Financial Group |
6000 Fairview Road Suite 415, Charlotte, NC 28210 |
|
70457xxxx8 |
adm***@t**************.com |
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| Morgan Stanley Wealth Management |
1017 E Morehead St Ste 300, Charlotte, NC 28204 |
|
70433xxxx3 |
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| Gulf Stream Asset Management |
4350 Congress St #125, Charlotte, NC 28209 |
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| Griggs Capital Management |
10800 Sikes Pl Ste 180, Charlotte, NC 28277 |
|
70432xxxx3 |
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| Biltmore Family Office, LLC |
500 East Blvd, Charlotte, NC 28203 |
|
70424xxxx0 |
amy@b*******************.com |
5 |
1 |
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| Linden Thomas & Company |
516 N Tryon St, Charlotte, NC 28202 |
|
70455xxxx0 |
ade****@l***********.com |
4.8 |
50 |
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| Paychex |
8701 Red Oak Blvd, Charlotte, NC 28217 |
|
70450xxxx4 |
aab********@p******.com |
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| Investment Professor |
19825-B N Cove Rd, Ste 149, Cornelius, NC 28031 |
|
98023xxxx0 |
che********@g****.com |
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| Ewing Allen C & Company |
200 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx2 |
bbi*****@a*********.com |
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| Edward Jones - Financial Advisor: Tom Higgins |
305 N Caswell Rd, Charlotte, NC 28204 |
|
70434xxxx2 |
acc**********@e**********.com |
|
29 |
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86562 |
|
97000 |
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| Janney Montgomery Scott |
4064 Colony Rd Ste 450, Charlotte, NC 28211 |
|
70436xxxx0 |
aal******@j*****.com |
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| Erin Waller - Financial Advisor, Ameriprise Financial Services |
4521 Sharon Rd Ste 300, Charlotte, NC 28211 |
|
70491xxxx8 |
dns*****@a***.com |
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| Investor Advisory Group |
421 S Sharon Amity Rd Ste A, Charlotte, NC 28211 |
|
70436xxxx0 |
ed@t*****.com |
5 |
2 |
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| Wells Fargo Private Bank |
4525 Sharon Rd 2nd Fl, Charlotte, NC 28211 |
|
70471xxxx1 |
aar**********@w*********.com |
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| Taylor Wealth Management Group |
338 S Sharon Amity Rd #163, Charlotte, NC 28211 |
|
70499xxxx6 |
joh*******@t***************.com |
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| Tristate Financial Advisors |
207 Regency Executive Park Dr Suite #170, Charlotte, NC 28217 |
|
70444xxxx8 |
dxx*****@t*********.com |
5 |
26 |
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391 |
27 |
443 |
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| Commercial Credit Group Inc |
212 S Tryon St Ste 1190, Charlotte, NC 28281 |
|
70473xxxx1 |
a.d******@c********************.com |
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| Brinkley Financial Group |
2815 Coliseum Centre Dr, Charlotte, NC 28217 |
|
70442xxxx0 |
c*r*@b*********************.com |
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| Dynasty Property Management and Sales |
8307 University Executive Park Dr Ste 256 Charlotte, NC 28262 |
|
70483xxxx3 |
bre***@d**********.com |
4.4 |
51 |
5 |
2 |
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| Lang Las Jones |
6805 Carnegie Blvd Ste 200, Charlotte, NC 28211 |
|
70436xxxx7 |
aja********@j***************.com |
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165641 |
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| Jake Garman - Private Wealth Advisor, Ameriprise Financial Services |
6100 Fairview Rd Ste 1105, Charlotte, NC 28210 |
|
70455xxxx0 |
dns*****@a***.com |
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| Redwood Wealth Management |
5821 Fairview Rd Ste 114, Charlotte, NC 28209 |
|
70455xxxx5 |
aeg******@r************.com |
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| Bank of America Financial Center |
100 N Tryon St Ste 170 Charlotte, NC 28202 |
|
98033xxxx1 |
ago*****@m*.com |
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1.2 |
261 |
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| Superior Fence |
Kannapolis, NC 28082 |
|
70479xxxx7 |
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1 |
1 |
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| Broyhill Asset Management |
601 S Cedar St suite 200, Charlotte, NC 28202 |
|
82861xxxx0 |
and***@b************.com |
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| Melissa Saleeby - Financial Advisor, Ameriprise Financial Services |
4521 Sharon Rd Ste 300, Charlotte, NC 28211 |
|
70491xxxx2 |
ann********@a***.com |
5 |
1 |
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| Milestone Investments Inc |
6331 Carmel Rd, Charlotte, NC 28226 |
|
70471xxxx9 |
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| Lighthouse Energy Partners |
10800 Sikes Pl, Charlotte, NC 28277 |
|
70432xxxx9 |
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| T R Lawing Realty |
1445 E 7th St, Charlotte, NC 28204 |
|
70441xxxx0 |
are*****@t*******.com |
2.7 |
323 |
2.2 |
59 |
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|
10969 |
|
10000 |
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| Integritas Financial, LLC |
4517 Binfords Ridge Rd, Charlotte, NC 28226 |
|
61095xxxx3 |
rya*@i*******.com |
5 |
4 |
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| Square Private Equity Group |
8152 S Tryon St., Charlotte, NC 28273 |
|
98028xxxx0 |
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| WEDGE Capital Management L.L.P. |
301 S College St # 3800, Charlotte, NC 28202 |
|
70433xxxx5 |
abo*******@w***********.com |
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| Principal Financial Group |
11215 N Community House Rd Ste 700, Charlotte, NC 28277 |
|
70436xxxx6 |
ach****@t*********************.com |
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| Edward Jones - Financial Advisor: Clay Woodruff |
5110 Park Rd, Charlotte, NC 28209 |
|
70467xxxx5 |
a.j*********@e**********.com |
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| ADP Charlotte |
7400 Carmel Executive Park Dr, Charlotte, NC 28226 |
|
70454xxxx0 |
abd******************@a**.com |
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| Alloy Wealth Management |
13925 Ballantyne Corporate Pl #190, Charlotte, NC 28277 |
|
80068xxxx5 |
ama***@p***************.com |
4.5 |
24 |
|
|
4.8 |
18 |
440 |
46 |
506 |
|
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| Camkinvestmentgroup/Mack Tax |
5736 n tryon street suite 104, charlotte, NC 28213 |
|
70459xxxx5 |
|
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| Browder Investments |
1440 S Tryon St, Charlotte, NC 28203 |
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70433xxxx9 |
ama***@b***********.com |
1 |
2 |
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| Tom Moss - Financial Advisor, Ameriprise Financial Services |
14120 Ballantyne Corporate Pl Ste 325, Charlotte, NC 28277 |
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80396xxxx5 |
cat**************@a***.com |
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| Kmd Realty |
3620 Central Ave Ste 200 Charlotte, NC 28205 |
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70480xxxx8 |
ema**@y*********.com |
3.2 |
59 |
1.3 |
13 |
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| West Maple Realty |
41 Odell School Rd E Concord, NC 28027 |
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70450xxxx0 |
chr**@w********.com |
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1.2 |
6 |
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3284 |
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| Philip Bailey - Raymond James |
6827 Fairview Rd Ste D, Charlotte, NC 28210 |
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70444xxxx7 |
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| Edward Jones - Financial Advisor: Robert W Carmichael |
8430 Rea Rd, Charlotte, NC 28277 |
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70454xxxx4 |
a.j*********@e**********.com |
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86562 |
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97000 |
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| Grandbridge Real Estate Capital |
200 S College St Ste 2100, Charlotte, NC 28202 |
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70433xxxx4 |
aag*****@g**********.com |
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| Red Capital Group Inc |
5960 Fairview Rd Ste 400, Charlotte, NC 28210 |
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70433xxxx1 |
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| The Henderson Financial Group |
6135 Park South Dr Ste 510, Charlotte, NC 28210 |
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70474xxxx0 |
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| TechWorks Gaston |
52A Ervin St Belmont, NC 28012 |
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70470xxxx3 |
cod*************@g****.com |
4.6 |
22 |
5 |
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| Bragg Financial Advisors Inc |
1031 S Caldwell St #200, Charlotte, NC 28203 |
|
70437xxxx1 |
ada*@b*************.com |
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103 |
4 |
125 |
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| Ballantyne Capital Management, LLC |
15801 Brixham Hill Ave, Charlotte, NC 28277 |
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98023xxxx5 |
gar*****@y****.com |
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| Blystone & Donaldson |
211 East Blvd, Charlotte, NC 28203 |
|
70431xxxx0 |
inf*@b*******************.com |
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| Blue Trust | Charlotte Financial Advisors |
10706 Sikes Pl #175, Charlotte, NC 28277 |
|
70475xxxx0 |
aar********@b********.com |
4.9 |
15 |
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174 |
12 |
256 |
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| Morgan Stanley Financial Advisors |
6805 Carnegie Blvd Ste 400, Charlotte, NC 28211 |
|
70444xxxx0 |
acm***********@m************.com |
2.3 |
3 |
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| Churchill Management Group - Charlotte |
6201 Fairview Rd Suite 200, Charlotte, NC 28210 |
|
40467xxxx8 |
ach*@c******************.com |
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223 |
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| Elliott Davis Investment Advisors |
700 E Morehead St Suite 400, Charlotte, NC 28202 |
|
70480xxxx9 |
agi*******@e**********.com |
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| Alarca Realty |
2015 Ayrsley Town Blvd Ste 202 Charlotte, NC 28273 |
|
70490xxxx4 |
ang***********@a*****.com |
4.5 |
305 |
3.4 |
8 |
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176 |
4 |
174 |
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| Key Benefit Administrators |
534 River Crossing Dr Fort Mill, SC 29715 |
|
80339xxxx0 |
abr****@k*********.com |
3.2 |
23 |
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| Edward Jones - Financial Advisor: Joseph Hahn |
7510 Pineville Matthews Rd Ste 8B, Charlotte, NC 28226 |
|
70430xxxx1 |
a.j*********@e**********.com |
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| The Vanguard Group |
2525 Water Ridge Pkwy, Charlotte, NC 28217 |
|
70430xxxx0 |
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2.1 |
18 |
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| Westend Advisors |
1001 Morehead Square Dr #600, Charlotte, NC 28203 |
|
88850xxxx5 |
ann****************@w**************.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Clay Woodruff |
5110 Park Rd Ste 2, Charlotte, NC 28209 |
|
70467xxxx5 |
acc**********@e**********.com |
5 |
2 |
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| Your FundingTree |
6000 Fairview Rd Ste 1200 Charlotte, NC 28210 |
|
70490xxxx4 |
sup****@y**************.com |
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| CAPTRUST |
4201 Congress St Suite 160, Charlotte, NC 28209 |
|
70492xxxx0 |
a@c*******.com |
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| Byron Financial |
6100 Fairview Rd Suite 1150, Charlotte, NC 28210 |
|
70444xxxx2 |
aho***@b*******.com |
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| Professional Property Services |
18335 Old Statesville Rd, Cornelius, NC 28031 |
|
70476xxxx4 |
abr*************@p****.com |
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17 |
3 |
19 |
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| Financial Resources Group |
2901 Coltsgate Rd, Charlotte, NC 28211 |
|
70481xxxx0 |
abd****************@f**********************.net |
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96 |
4 |
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| Frontier Growth |
525 N Tryon St #1900, Charlotte, NC 28202 |
|
70441xxxx0 |
car****@f*************.com |
5 |
1 |
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| Carlyle Group |
128 S Tryon St, Charlotte, NC 28202 |
|
70463xxxx0 |
and*********@c******.com |
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| Leading Edge Realty |
Charlotte, NC 28247 |
|
70454xxxx8 |
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1.3 |
4 |
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| Linden Thomas And Co |
516 N Tryon St, Charlotte, NC 28202 |
|
70455xxxx0 |
ade****@l***********.com |
4.8 |
50 |
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| McShane Partners Wealth & Investment Advisory |
2150 Park Dr, Charlotte, NC 28204 |
|
98058xxxx0 |
awi******@m**************.com |
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| Mitch Hodgkiss - Private Wealth Advisor, Ameriprise Financial Services |
4521 Sharon Rd Ste 300, Charlotte, NC 28211 |
|
70491xxxx7 |
ann********@a***.com |
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| Stipp Wealth Management, LLC |
1626 Cavendish Ct, Charlotte, NC 28211 |
|
70425xxxx7 |
bra**********@l**.com |
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| Hapnel Capital Management Inc |
4917 Albemarle Rd, Charlotte, NC 28205 |
|
70456xxxx2 |
inf*@h************.com |
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2 |
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| BlackBridge Financial |
12610 N. Community House Road, Suite 204, Charlotte, NC 28277 |
|
85562xxxx3 |
inf*@b*******************.com |
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| Loan Mountain Capital |
525 N Tryon St Suite 1647, Charlotte, NC 28202 |
|
70431xxxx4 |
hir***@l******************.com |
5 |
25 |
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34 |
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| Adhesion Wealth Advisor Solutions |
5925 Carnegie Blvd UNIT 500, Charlotte, NC 28209 |
|
88829xxxx1 |
aa1*************************************@w*****************.com |
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| Falfurrias Capital Partners |
100 N Tryon St Ste 4100, Charlotte, NC 28202 |
|
70437xxxx0 |
ali*******@f****************.com |
5 |
1 |
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30 |
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| TriCapital Wealth Management |
Three South Executive Park, 6115 Park S Dr Suite 330, Charlotte, NC 28210 |
|
70457xxxx8 |
adm***@t**************.com |
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215 |
3 |
217 |
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| CayDen Wealth Management |
2015 Ayrsley Town Blvd #202, Charlotte, NC 28273 |
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c18*****************************@s*****.wixpress |
5 |
5 |
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| HomeSource Property Management |
Charlotte, NC 28269 |
|
70499xxxx3 |
inf*@r*************.com |
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1 |
3 |
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| Merrill Lynch Wealth Management |
100 N Tryon St, Charlotte, NC 28202 |
|
80043xxxx0 |
aas***********@m*.com |
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| Belpointe Asset Management; Sports and Entertainment Group |
15720 Brixham Hill Ave Suite 300, Charlotte, NC 28277 |
|
70441xxxx5 |
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| TrinityPoint Wealth |
10130 Perimeter Pkwy, Charlotte, NC 28216 |
|
70439xxxx0 |
bxx*******@t*****************.com |
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| MAI Capital Management |
6101 Carnegie Blvd #360, Charlotte, NC 28209 |
|
70454xxxx0 |
aar**@m**.capital |
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| Simarian Research |
3034 Rustic Ln, Charlotte, NC 28210 |
|
70490xxxx3 |
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| Fox Group Properties |
118 Morlake Dr Ste 100 Mooresville, NC 28117 |
|
70498xxxx0 |
cha****@l******.io |
3.8 |
10 |
3 |
2 |
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553 |
2 |
559 |
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| Ruddick Corporation |
301 S Tryon St Ste 1800, Charlotte, NC 28282 |
|
70437xxxx4 |
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| Wells Fargo Private Bank |
401 S Tryon St 2nd Fl, Charlotte, NC 28202 |
|
70471xxxx1 |
aar*********@w*********.com |
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| Kensington Capital Advisors |
7421 Carmel Executive Park Dr, Charlotte, NC 28226 |
|
70464xxxx1 |
bid*@k******************.com |
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165846 |
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| James Newman - Financial Advisor, Ameriprise Financial Services |
3125 Springbank Ln Ste H, Charlotte, NC 28226 |
|
70454xxxx6 |
ama**************@a***.com |
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| Carnegie Capital Advisors |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70455xxxx7 |
fil***@g******.com |
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| WE Capital Advisors |
1310 S Tryon St # 104, Charlotte, NC 28203 |
|
70495xxxx1 |
c18*****************************@s*****.wixpress |
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| Josh Garbert - Financial Advisor, Ameriprise Financial Services |
3125 Springbank Ln Ste H, Charlotte, NC 28226 |
|
70454xxxx3 |
car***********@a***.com |
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| J.P. Morgan Private Bank |
4350 Congress St Ste 150, Charlotte, NC 28209 |
|
70433xxxx3 |
acc******************@j*******.com |
2.3 |
15 |
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| Cedar Management Group |
10610 Metromont Pkwy, Ste 204 Charlotte, NC 28269 |
|
70464xxxx8 |
aal***@c*******************.com |
3.6 |
1085 |
1.3 |
105 |
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4905 |
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4900 |
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| Timber Opportunity Partners |
1111 Metropolitan Ave, Charlotte, NC 28204 |
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70437xxxx6 |
ang**@b**************.com |
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| Flagstar Bank |
121 W Trade St, Charlotte, NC 28202 |
|
86674xxxx3 |
aar*******@f*******.com |
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| Redwood Wealth Management, LLC |
6000 Fairview Rd Suite 1200, Charlotte, NC 28210 |
|
70455xxxx5 |
dpr*****@r************.com |
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| The Premier Group - UBS Financial Services Inc. |
13024 Ballantyne Corporate Pl Suite 650, Charlotte, NC 28277 |
|
70434xxxx6 |
abc*******@u**.com |
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| Edward Jones - Financial Advisor: Eric Radinsky |
8430 Rea Rd Ste 130, Charlotte, NC 28277 |
|
70454xxxx4 |
acc**********@e**********.com |
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319 |
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| Goal Properties |
6836 Morrison Blvd, Ste 230 Charlotte, NC 28211 |
|
25231xxxx0 |
afo**@g*************.com |
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1.3 |
72 |
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| Edward Jones - Financial Advisor: Jonathan C Chow |
6210 Ardrey Kell Rd Ste 230, Charlotte, NC 28277 |
|
70432xxxx8 |
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| Black Rock Inc |
227 W Trade St, Charlotte, NC 28202 |
|
70492xxxx0 |
aam*********@b********.com |
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| Fidelity Investments |
5335 Ballantyne Commons Pkwy Ste 100, Charlotte, NC 28277 |
|
83399xxxx9 |
a61****@f*******.com |
4.8 |
4 |
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326747 |
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348000 |
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| Asset Management Consultants, Inc. |
13850 Ballantyne Corporate Pl, Charlotte, NC 28226 |
|
70488xxxx9 |
sco***@a******.net |
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| Bank of America Financial Center |
4535 Park Rd Charlotte, NC 28209 |
|
70438xxxx1 |
ago*****@m*.com |
3.1 |
22 |
1.9 |
7 |
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| Raymond James Financial Services |
5950 Fairview Rd Ste 12, Charlotte, NC 28210 |
|
98023xxxx7 |
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| Naturally A1 |
4111-E Rose Lake Rd, Ste 4158, Charlotte, NC 28217 |
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ebe*@e*******.com |
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| Edward Jones |
1318 Central Ave Suite A-5, Charlotte, NC 28205 |
|
70433xxxx7 |
acc**********@e**********.com |
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86563 |
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97000 |
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| Dimensional Fund Advisors Charlotte |
1515 S Tryon St, Charlotte, NC 28203 |
|
70444xxxx0 |
ale*************@d**********.com |
3.9 |
7 |
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| U.S. Bancorp Investments - Financial Advisors: Charlotte |
201 S Tryon St, Charlotte, NC 28202 |
|
98085xxxx6 |
aar************@u*****.com |
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| Edward Jones - Financial Advisor: Beth Weast, CFP®|AAMS™ |
2115 Southend Dr Ste 102, Charlotte, NC 28203 |
|
70490xxxx1 |
a.j*********@e**********.com |
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| Merrill Lynch Wealth Management |
4500 Cameron Valley Pkwy # 400, Charlotte, NC 28211 |
|
70436xxxx0 |
ali*************@m*.com |
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| ABIDING WEALTH ADVISORS, LLC Charlotte, NC Headquarters OSJ |
10815 Sikes Pl STE 320, Charlotte, NC 28277 |
|
80081xxxx1 |
dav**@a********************.com |
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81 |
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| R.M. Stark & Co., Inc. |
10042 Park Cedar Dr Ste A, Charlotte, NC 28210 |
|
70434xxxx0 |
aka***@r******.com |
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| Fifth Third Private Bank - Matthew Wedding |
201 N Tryon St, Charlotte, NC 28202 |
|
70480xxxx2 |
adr************@5*.com |
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| Blackarch Partners |
227 W Trade St Ste 2200, Charlotte, NC 28202 |
|
70441xxxx0 |
ang***@b****************.com |
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| Stephens Inc |
4521 Sharon Rd, Charlotte, NC 28211 |
|
70444xxxx0 |
aan***@s*******.com |
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| U.S. Bank – Wealth Management Banker: Bowdee Nolin |
4525 Sharon Rd, Charlotte, NC 28211 |
|
70496xxxx2 |
aar************@u*****.com |
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341267 |
3977 |
343833 |
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| TAGStone Capital, Inc. |
1515 Mockingbird Ln, Charlotte, NC 28209 |
|
70453xxxx0 |
joh*******@t**************.com |
5 |
1 |
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103 |
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| Charlotte Investment Homes |
1300 W Morehead St, Charlotte, NC 28208 |
|
70489xxxx9 |
ann*@c***********************.com |
2 |
14 |
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1040 |
|
1044 |
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| Baker Wealth Management |
10955 Winds Crossing Dr #100, Charlotte, NC 28273 |
|
70458xxxx6 |
d-j***@b********************.com |
5 |
3 |
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55 |
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56 |
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| HF Financial |
6000 Fairview Rd, Suite 400, Charlotte, NC 28210 |
|
70455xxxx0 |
aav*****@f*************.com |
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| Merit Financial Advisors, LLC |
4235 S Stream Blvd Suite 100, Charlotte, NC 28217 |
|
70435xxxx0 |
add**@m*********************.com |
5 |
1 |
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| Epic Capital Wealth Management |
6135 Park South Dr - Suite 130, Charlotte, NC 28210 |
|
70455xxxx0 |
edo*****@e************.com |
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| Mark Davey - Financial Advisor, Ameriprise Financial Services |
3125 Springbank Ln Ste H, Charlotte, NC 28226 |
|
70454xxxx6 |
ama**************@a***.com |
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| Middleton Meyers |
11111 Carmel Commons Blvd, Charlotte, NC 28226 |
|
70433xxxx0 |
ale*******@m**************.com |
3.8 |
37 |
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| Runnion, Steven |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70426xxxx5 |
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| Scott | Asset Management Consultants |
15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277 |
|
70488xxxx9 |
chr**@l*******.com |
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| B D Investment Co Inc |
10005 Berkeley Forest Ln, Charlotte, NC 28277 |
|
70484xxxx0 |
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| Fifth Third Bank |
1818 Matthews Township Pkwy Matthews, NC 28105 |
|
70484xxxx2 |
abc*******@5*.com |
2.3 |
29 |
2 |
7 |
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|
221272 |
3561 |
223000 |
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| RBC Capital Market |
4720 Piedmont Row Dr # 450, Charlotte, NC 28210 |
|
70455xxxx0 |
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| Edward Jones - Financial Advisor: Nathan B Sessions |
1318 Central Ave Ste A-5, Charlotte, NC 28205 |
|
70433xxxx3 |
acc**********@e**********.com |
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| Cygnus Asset Management, LLC |
6805 Carnegie Blvd # 380, Charlotte, NC 28211 |
|
70492xxxx0 |
cli**********@c*******.com |
3.7 |
3 |
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| Teague, D Christopher |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70426xxxx6 |
rbc*********@r**.com |
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| Faison Capital |
2130 Norton Rd, Charlotte, NC 28207 |
|
70433xxxx2 |
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| Joshua Patterson - Financial Advisor, Ameriprise Financial Services |
4521 Sharon Rd Ste 300, Charlotte, NC 28211 |
|
70491xxxx1 |
ann********@a***.com |
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| Community Educational Funding |
3121 Springbank Ln Ste I Charlotte, NC 28226 |
|
70462xxxx4 |
inf*@c**************************.com |
4.7 |
13 |
3 |
2 |
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| B & B Investments Of Charlotte |
1704 Byrum St, Charlotte, NC 28216 |
|
70482xxxx5 |
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| Light Bridge Capital Management, LLC |
13850 Ballantyne Corporate Pl #500, Charlotte, NC 28277 |
|
61042xxxx1 |
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| Capitala Group |
4201 Congress St #360, Charlotte, NC 28209 |
|
70437xxxx2 |
a@c************.com |
5 |
2 |
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| McLeod Realty |
186 E Lawyers Rd Monroe, NC 28110 |
|
70423xxxx1 |
akr**@m*****************.com |
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2 |
1 |
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| Tricon Residential |
Columbia, SC 29223 |
|
84487xxxx1 |
cje****@t****************.com |
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1.8 |
58 |
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| Mercer Advisors Wealth Management |
201 S College St #2250, Charlotte, NC 28244 |
|
70433xxxx0 |
aar********@m*************.com |
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|
2837 |
28 |
2900 |
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| Atlas Fund Services Llc |
8720 Red Oak Blvd, Charlotte, Nc 28217 |
|
70432xxxx1 |
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| Modera Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC (CarnegieRd) |
6101 Carnegie Blvd, Charlotte, NC 28209 |
|
70454xxxx5 |
aar********@m***********.com |
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90 |
|
113 |
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| Lesemann CPAs |
9525 Birkdale Crossing Dr Ste 206 Huntersville, NC 28078 |
|
70489xxxx6 |
ann@l**********.com |
|
|
1 |
1 |
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|
145 |
31 |
145 |
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| Edward Jones - Financial Advisor: Seth Miller, CFP® |
10800 Sikes Pl Ste 140, Charlotte, NC 28277 |
|
70454xxxx4 |
acc**********@e**********.com |
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| The Verity Fund |
14505 Ballantyne Lake Rd, Charlotte, NC 28277 |
|
80089xxxx4 |
|
5 |
3 |
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| Daniel Hanvey - Financial Advisor, Ameriprise Financial Services |
14120 Ballantyne Corporate Pl Ste 325, Charlotte, NC 28277 |
|
70446xxxx3 |
cat**************@a***.com |
|
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| Old Well Partners |
150 Brevard Court, Charlotte, NC 28202 |
|
|
cam*****@o**************.com |
|
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| Defender Capital |
1310 S Tryon St Ste 101, Charlotte, NC 28203 |
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70437xxxx6 |
bf@d**************.us |
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| Kingfisher Capital |
201 S College St #2250, Charlotte, NC 28244 |
|
70433xxxx0 |
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| Edward Jones - Financial Advisor: Zach Wagner, CFP®|CFA®|AAMS™ |
7818 Fairview Rd, Charlotte, NC 28226 |
|
70436xxxx1 |
acc**********@e**********.com |
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3 |
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| Private Wealth Management | U.S. Bank |
7422 Carmel Executive Park Dr Suite 110, Charlotte, NC 28226 |
|
70440xxxx7 |
aar************@u*****.com |
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345438 |
5414 |
348000 |
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| Sterling Capital Management LLC |
4350 Congress St Suite 1000, Charlotte, NC 28209 |
|
70437xxxx0 |
aal******@s**************.com |
3 |
2 |
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| Atlas Fund Services LLC |
8720 Red Oak Blvd #505, Charlotte, NC 28217 |
|
70432xxxx1 |
afs***@a****************.com |
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| Merrill Lynch Wealth Management |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx0 |
al_********@m*.com |
3 |
4 |
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| Topsail Wealth Management |
11215 N Community House Rd Suite 775, Charlotte, NC 28277 |
|
80021xxxx6 |
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| TIAA Financial Services |
3440 Toringdon Way Ste 205, Charlotte, NC 28277 |
|
87753xxxx0 |
acc**********@t***.org |
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90944 |
526 |
91000 |
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| Charlotte, NC Private Wealth Management - UBS Financial Services Inc. |
6100 Fairview Rd 9th Floor, Charlotte, NC 28210 |
|
21249xxxx7 |
abc*******@u**.com |
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| Sherman & Company |
6302 Fairview Rd #320, Charlotte, NC 28210 |
|
70494xxxx0 |
afe****@s**************.com |
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| Ryan Hess Morais Financial Advisors |
7422 Carmel Executive Park Dr Ste 109, Charlotte, NC 28226 |
|
70454xxxx9 |
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| Eastover Capital Management |
509 Fenton Pl, Charlotte, NC 28207 |
|
70433xxxx8 |
aja*****@e**************.com |
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11 |
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| Park Avenue Properties |
19750 W Catawba Ave, Cornelius, NC 28031 |
|
88837xxxx8 |
ann@p****************.com |
3.6 |
646 |
1.3 |
170 |
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1697 |
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| Carbon Kings Capital |
525 N Tryon St Ste 1600, Charlotte, NC 28202 |
|
80079xxxx6 |
car******************@c*****************.com |
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| Jarrod Adams Investing |
10130 Perimeter Pkwy Suite 200,, Charlotte, NC 28216 |
|
70499xxxx3 |
and***@a*************.com |
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| Edward Jones - Financial Advisor: Adam M Leach |
17206 Lancaster Hwy Ste 508, Charlotte, NC 28277 |
|
70454xxxx0 |
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| Verum Partners |
2333 Randolph Rd Suite 250, Charlotte, NC 28207 |
|
98077xxxx9 |
hol**@v***************.com |
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| Fifth Third Private Bank - Trenton Whalen |
201 North Tryon Street Nft 16, Charlotte, NC 28202 |
|
70468xxxx0 |
adr************@5*.com |
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| Boyd Waterrson Asset Management |
13024 Ballantyne Corporate Pl, Charlotte, NC 28277 |
|
70436xxxx1 |
abb*****@b************.com |
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| RBC Wealth Management Branch - Charlotte |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70426xxxx0 |
rbc*********@r**.com |
4.4 |
7 |
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14777 |
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16000 |
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| First Citizens Bank |
2880 Highway 160 W Fort Mill, SC 29708 |
|
80380xxxx0 |
ada********@f************.com |
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1 |
2 |
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| Gorelick Brothers Capital |
6836 Carnegie Blvd #300, Charlotte, NC 28211 |
|
70444xxxx4 |
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5 |
1 |
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| Providence Capital Advisors |
4500 Cameron Valley Pkwy #270, Charlotte, NC 28211 |
|
70421xxxx0 |
inf*@p*********.com |
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| Fifth Third Private Bank - Lori Crowder |
201 North Tryon Street Nft 16, Charlotte, NC 28202 |
|
70468xxxx5 |
adr************@5*.com |
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| Modera Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC (Fairview Rd) |
6700 Fairview Rd #360, Charlotte, NC 28210 |
|
70433xxxx4 |
aar********@m***********.com |
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90 |
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113 |
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| Carolina Wealth Advisors of Janney Montgomery Scott |
4064 Colony Rd Ste 450, Charlotte, NC 28211 |
|
70436xxxx2 |
acr*******@j*****.com |
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| Grant Maurice |
309 E Morehead St Ste 240, Charlotte, NC 28202 |
|
70433xxxx5 |
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| Global Endowment Management LP |
224 W Tremont Ave, Charlotte, NC 28203 |
|
70433xxxx2 |
aba*****@g**************.com |
5 |
2 |
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| Wedge Capital Management Inc |
301 S College St, Charlotte, NC 28202 |
|
70433xxxx5 |
abo*******@w***********.com |
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| Aquarion Asset Management |
9303 Monroe Rd, Charlotte, NC 28270 |
|
98049xxxx0 |
cce*************************************@w*****************.com |
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| Wells Fargo Bank |
9725 Rocky River Rd Charlotte, NC 28215 |
|
70449xxxx0 |
aar**********@w*********.com |
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1 |
3 |
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155160 |
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11 |
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| NewtonWealthManagement |
10800 Sikes Pl #215, Charlotte, NC 28277 |
|
70455xxxx9 |
dat*****************@i****.de |
5 |
51 |
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| Moore Insurance Associates Inc |
200 Providence Rd Ste 100, Charlotte, NC 28207 |
|
70433xxxx9 |
hi@t*******.mx |
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| Vintage Wealth Management Group |
129 W Trade St Ste. 1640, Charlotte, NC 28202 |
|
70471xxxx5 |
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| Allen Wealth Advisors |
5935 Carnegie Blvd Ste 300, Charlotte, NC 28209 |
|
70464xxxx3 |
aa1*************************************@w*****************.com |
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| Ronald Blue & Co |
10706 Sikes Pl Ste 175, Charlotte, NC 28277 |
|
70475xxxx0 |
a.j****@r******.com |
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140 |
8 |
205 |
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| Renters Warehouse |
106 Langtree Village Dr Ste 301 Mooresville, NC 28117 |
|
70491xxxx7 |
aal***@r***************.com |
3.5 |
48 |
3 |
6 |
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16591 |
36 |
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| Alpha Theory |
5701 Westpark Dr, Charlotte, NC 28217 |
|
21223xxxx0 |
abd*************@a**********.com |
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| Alumina Investment Management |
6302 Fairview Rd Ste 520, Charlotte, NC 28210 |
|
98023xxxx0 |
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| Edward Jones - Financial Advisor: Todd M Gorden |
7510 Pineville Matthews Rd Ste 8b, Charlotte, NC 28226 |
|
70454xxxx0 |
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| Clearview Wealth Management |
6836 Carnegie Blvd STE 200, Charlotte, NC 28211 |
|
70483xxxx7 |
che***@c******************.com |
5 |
1 |
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| Carousel Capital |
201 N Tryon St Ste 2450, Charlotte, NC 28202 |
|
70437xxxx0 |
aal****@c**************.com |
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9 |
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| Novare Capital Management |
521 E Morehead St Ste 510, Charlotte, NC 28202 |
|
70433xxxx8 |
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| Integrated Financial Strategies |
6100 Fairview Rd Ste 230, Charlotte, NC 28210 |
|
70464xxxx0 |
ask**@i********.com |
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| Creative Planning |
11325 N Community House Rd #125, Charlotte, NC 28277 |
|
86627xxxx8 |
a.j******@c***************.com |
5 |
7 |
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| Forth Financial Group |
11430 N Community House Rd, Charlotte, NC 28277 |
|
70455xxxx0 |
bru**@f*************.com |
2.3 |
3 |
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| 25 Capital |
13024 Ballantyne Corporate Pl Ste 375, Charlotte, NC 28277 |
|
70442xxxx9 |
inv**************@2********.com |
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| Reverse Mortgage Funding |
15720 Brixham Hill Ave Ste 300 Charlotte, NC 28277 |
|
63138xxxx7 |
ani*******@r*************.com |
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| Fundamental Global Investors, LLC |
4201 Congress St #140, Charlotte, NC 28209 |
|
70432xxxx1 |
inf*@f****************.com |
5 |
1 |
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79 |
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| Janet North - Financial Advisor, Ameriprise Financial Services |
4521 Sharon Rd Ste 300, Charlotte, NC 28211 |
|
70497xxxx1 |
car**********@a***.com |
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| Apex Group (Charlotte) |
15720 Brixham Hill Ave Ste 206, Charlotte, NC 28277 |
|
70475xxxx6 |
abd**************@a********.com |
5 |
2 |
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| Battle Brian |
7300 Carmel Executive Park Dr, Charlotte, NC 28226 |
|
70454xxxx6 |
bri***********@a***.com |
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| Pamlico Capital |
150 N College St Ste 2400, Charlotte, NC 28202 |
|
70441xxxx0 |
and**********@p*************.com |
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| Reserve at Kenton Place Apartment Homes |
17110 Kenton Dr Cornelius, NC 28031 |
|
70476xxxx6 |
aag*****@m****************.com |
3.8 |
98 |
1 |
1 |
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| Russell Mansfield - RBC Wealth Management Branch Director |
6000 Fairview Rd Ste 500, Charlotte, NC 28210 |
|
70461xxxx5 |
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| Aqueduct Capital Group, LLC |
2820 Selwyn Ave #550, Charlotte, NC 28209 |
|
70497xxxx9 |
a.p****@a**********.com |
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| Boyd Watterson Asset Mgmt |
3440 Toringdon Way Ste 308, Charlotte, NC 28277 |
|
70436xxxx1 |
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| First Investors Corp |
201 Mccullough Dr Ste 350, Charlotte, NC 28262 |
|
70459xxxx4 |
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| Plexus Capital |
200 Providence Rd #103, Charlotte, NC 28207 |
|
91925xxxx1 |
aha***@p********.com |
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| Lincoln Financial Advisors |
6000 Fairview Rd., Suite 1550, Charlotte, NC 28210 |
|
70437xxxx0 |
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| Edelman Financial Engines |
13860 Ballantyne Corporate Pl Ste 160, Charlotte, NC 28277 |
|
83375xxxx3 |
aar*******@e**********************.com |
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| Champion Financial Corporation |
Charlotte, NC 28226 |
|
70436xxxx3 |
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| Southeast Investments NC Inc |
820 Tyvola Rd #104, Charlotte, NC 28217 |
|
70452xxxx3 |
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| Consortium Investment |
1355 Greenwood Clfs Ste 300, Charlotte, NC 28204 |
|
70455xxxx0 |
all**********@c***********.com |
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| Colville Capital |
201 S College St #2770, Charlotte, NC 28244 |
|
70432xxxx0 |
ala******@c**************.com |
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| Edward Jones - Financial Advisor: Frank Summers |
6733 Fairview Rd Ste A, Charlotte, NC 28210 |
|
70436xxxx1 |
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| Northpoint Asset Management |
3440 Toringdon Way #205, Charlotte, NC 28277 |
|
70456xxxx4 |
ada********@n***********.com |
4.2 |
129 |
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| Global Endowmnet Management |
224 W Tremont Ave, Charlotte, NC 28203 |
|
98049xxxx2 |
aba*****@g**************.com |
5 |
2 |
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| Bryan R Bobo - Financial Advisor, Ameriprise Financial Services |
6100 Fairview Rd Ste 1105, Charlotte, NC 28210 |
|
70455xxxx0 |
bry*********@a***.com |
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| U.S. Trust |
150 N College St, Charlotte, NC 28202 |
|
98038xxxx3 |
ali********@u******.com |
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| The Opes Group |
6000 Fairview Rd Ste 500, Charlotte, NC 28210 |
|
70426xxxx4 |
bro************@r**.com |
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109 |
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| Kirti Shah CPA, PLLC |
3230 Prosperity Church Rd Ste 202 Charlotte, NC 28269 |
|
98029xxxx0 |
bil****@s****************.com |
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4 |
1 |
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| Barnes John F Agt |
Barnes Financial Services, Charlotte, NC 28211 |
|
70444xxxx6 |
a.-***********@n*****************.com |
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| MBL Advisors Inc. |
301 S McDowell St # 1100, Charlotte, NC 28204 |
|
70433xxxx1 |
ama************@m***********.com |
5 |
1 |
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| Awsohm Financial |
301 S McDowell St Suite 125 - 1230, Charlotte, NC 28204 |
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con****@s*********.com |
5 |
1 |
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| Hayden Harper Inc |
1001 Morehead Square Dr Ste 350, Charlotte, NC 28203 |
|
70434xxxx7 |
ash*****@h***********.com |
5 |
2 |
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| Mt Vernon Asset Management LLC |
1235 H E Blvd, Charlotte, NC 28203 |
|
70433xxxx3 |
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| Bóveda Asset Management Inc |
15720 Brixham Hill Ave, Charlotte, NC 28277 |
|
88856xxxx3 |
a.b**@1******.com |
1 |
1 |
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| South Park Capital |
6101 Carnegie Blvd # 350, Charlotte, NC 28209 |
|
70432xxxx6 |
geo***@s***************.com |
5 |
1 |
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| Henderson Association Management |
305 Post Office Dr Ste 3 Indian Trail, NC 28079 |
|
70497xxxx5 |
abo**@h******************.com |
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1 |
2 |
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| Edward Jones - Financial Advisor: Dan Haller |
11020 David Taylor Dr Ste 116, Charlotte, NC 28262 |
|
70454xxxx6 |
acc**********@e**********.com |
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132 |
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| Edward Jones - Financial Advisor: Seth Horton |
9651 Brookdale Dr Ste 200, Charlotte, NC 28215 |
|
70490xxxx0 |
acc**********@e**********.com |
5 |
4 |
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245 |
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256 |
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| Alluvial Wealth Management Inc. |
15720 Brixham Hill Ave, Charlotte, NC 28277 |
|
70492xxxx2 |
cra**@a*************.com |
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| Nicholas Financial |
9123 Monroe Rd Ste 110, Charlotte, NC 28270 |
|
70484xxxx2 |
aad**@n****************.com |
3.7 |
38 |
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| Bourne Partners |
6100 Fairview Rd, Charlotte, NC 28210 |
|
70455xxxx7 |
aar**@b**************.com |
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| Baird Private Wealth Management |
15720 Brixham Hill Ave Suite 202, Charlotte, NC 28277 |
|
70455xxxx0 |
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| Meredith McCanless Teden - Financial Advisor, Ameriprise Financial Services |
14120 Ballantyne Corporate Pl Ste 325, Charlotte, NC 28277 |
|
70446xxxx3 |
cat**************@a***.com |
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| Axum Capital Partners |
6100 Fairview Rd Ste 1156, Charlotte, NC 28210 |
|
70433xxxx4 |
cmi****@a************.com |
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| MillenniuM Investment and Retirement Advisors, LLC |
13850 Ballantyne Corporate Pl #500, Charlotte, NC 28277 |
|
70470xxxx9 |
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| Brown Brothers Harriman & Co |
227 W Trade St, Charlotte, NC 28202 |
|
70437xxxx0 |
a.h@b**.com |
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682 |
66 |
756 |
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| Flagstar Bank |
13024 Ballantyne Corporate Pl Ste 250, Charlotte, NC 28277 |
|
98028xxxx8 |
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| Nav Wealth Management Corp. |
Charlotte, NC 28270 |
|
70425xxxx7 |
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| Henderson Association Management |
452 S Main St Unit J Davidson, NC 28036 |
|
70497xxxx5 |
abo**@h******************.com |
2.2 |
17 |
2 |
5 |
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1761 |
415 |
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| McClure, David G |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70426xxxx8 |
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| Rinehart Wealth Management |
521 E Morehead St Ste 580, Charlotte, NC 28202 |
|
70437xxxx1 |
ddo*****@r***********************.com |
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| Kuester Management Group |
705 Griffith St Ste 204 Davidson, NC 28036 |
|
70489xxxx2 |
afo**@k******.com |
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1.1 |
10 |
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| Edward Jones - Financial Advisor: Jon Johnston |
17206 Lancaster Hwy Ste 508, Charlotte, NC 28277 |
|
70454xxxx0 |
acc**********@e**********.com |
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| James Shoemaker - Financial Advisor, Ameriprise Financial Services |
13739 Steele Creek Rd Unit 200, Charlotte, NC 28273 |
|
70454xxxx2 |
col***********@a***.com |
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| Edward Jones - Financial Advisor: Glenn A Hines, CFP® |
2935 Providence Rd Ste 203, Charlotte, NC 28211 |
|
70436xxxx7 |
acc**********@e**********.com |
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| Resource Group Of The Carolinas |
6000 Fairview Rd Ste 1550, Charlotte, NC 28210 |
|
70494xxxx1 |
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| United Capital Financial Advisors |
831 E Morehead St # 350, Charlotte, NC 28202 |
|
70437xxxx5 |
car****@u******************.com |
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| Consolidated Planning |
6115 Park South Dr Ste 200, Charlotte, NC 28210 |
|
70455xxxx7 |
abr*********@c********.com |
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| Cunningham Wealth Management, LLC |
1300 South Blvd Unit D #303-305, Charlotte, NC 28203 |
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dan****@c****.com |
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| Rascoe Managements |
7308 E Independence Blvd Ste C Charlotte , NC 28227 |
|
33635xxxx4 |
baf*****************************@s*****.wixpress |
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| William W Hadley - Financial Advisor, Ameriprise Financial Services |
4521 Sharon Rd Ste 300, Charlotte, NC 28211 |
|
70491xxxx4 |
ann********@a***.com |
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572 |
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587 |
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| Banister Financial |
1338 Harding Pl, Charlotte, NC 28204 |
|
70433xxxx2 |
a@b************.com |
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| Hayden Harper |
1818 Lombardy Cir, Charlotte, NC 28203 |
|
70434xxxx7 |
ash*****@h***********.com |
5 |
2 |
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| Hogan Fulghum - Private Wealth Advisor, Ameriprise Financial Services |
4500 Cameron Valley Pkwy Ste 250, Charlotte, NC 28211 |
|
70454xxxx0 |
cyn*********@a***.com |
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| Zebulon Investment Corp |
13850 Ballantyne Corporate Pl, Charlotte, NC 28277 |
|
70483xxxx8 |
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| Parsec Financial Management |
227 W Trade St, Charlotte, NC 28202 |
|
70433xxxx4 |
aar****@p**************.com |
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| Global Endowment Management, LP |
550 S Tryon St, Suite 3500, Charlotte, NC 28202 |
|
70433xxxx2 |
aba*****@g**************.com |
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| Jim Rice - Private Wealth Advisor, Ameriprise Financial Services |
8832 Blakeney Professional Dr Ste 302, Charlotte, NC 28277 |
|
70494xxxx0 |
deb***************@a***.com |
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| Ares Management Corporation |
620 S Tryon St SUITE 970, Charlotte, NC 28202 |
|
98027xxxx3 |
a@a*******.com |
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| WEDGE Capital Management® L.L.P. |
301 S College St Ste 3800, Charlotte, NC 28202 |
|
70433xxxx5 |
abo*******@w***********.com |
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| Henderson Association Management |
958 W. Main St Rock Hill, SC 29730 |
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70497xxxx5 |
abo**@h******************.com |
2.1 |
11 |
3 |
2 |
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1764 |
407 |
1700 |
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| RBC Wealth Management |
4201 Congress St, Charlotte, NC 28209 |
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86629xxxx1 |
rbc*********@r**.com |
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| Edward Jones - Financial Advisor: JP Coton |
10917 Black Dog Ln, Charlotte, NC 28214 |
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70497xxxx1 |
acc**********@e**********.com |
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| Mark Walker - Private Wealth Advisor, Ameriprise Financial Services |
3125 Springbank Ln Ste H, Charlotte, NC 28226 |
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70454xxxx6 |
ama**************@a***.com |
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| Northland Investment Corporation |
8200 Riverbirch Dr, Charlotte, NC 28210 |
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70455xxxx1 |
aan*******@n********.com |
2.9 |
277 |
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715 |
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791 |
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| Pamlico Capital |
1 Bank of America, 150 N College St UNIT 2400, Charlotte, NC 28202 |
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70441xxxx0 |
ale*******@p*************.com |
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| Task Force X Capital |
1750 Highway 160 W Ste 101-266, Fort Mill, SC 29708 |
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80362xxxx6 |
ala****@t*****.com |
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| Triarch Capital Partners |
101 S Tryon St, Charlotte, NC 28280 |
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70433xxxx9 |
b@m********.com |
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| Serenity Wealth Management, Charlotte Fiduciary Financial Advisors |
2015 Ayrsley Town Blvd #202, Charlotte, NC 28273 |
|
70452xxxx2 |
518*************************************@w*****************.com |
5 |
5 |
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| HB Financial Resources |
125 Floyd Smith Office Park Dr Ste 270, Charlotte, NC 28262 |
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70456xxxx4 |
aly***@h**********.com |
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255 |
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| Stifel |
6100 Fairview Rd UNIT 700, Charlotte, NC 28210 |
|
70455xxxx9 |
abb****@s*****.com |
5 |
1 |
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| Edward Jones - Financial Advisor: King Mirtalipov |
7251 Pineville Matthews Rd Ste 200, Charlotte, NC 28226 |
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70454xxxx0 |
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| Fifth Third Securities - Marc Zeller |
7530 Pineville Matthews Rd, Charlotte, NC 28226 |
|
70455xxxx5 |
adr************@5*.com |
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24 |
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| JP Financial Group |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70454xxxx9 |
chr**@j******************.com |
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4.8 |
38 |
988 |
36 |
1000 |
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| Stifel Nicolaus & Company Inc |
6100 Fairview Rd, Charlotte, NC 28210 |
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70455xxxx9 |
abb****@s*****.com |
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| Stephens, Brooke |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70426xxxx4 |
ali*************@m*.com |
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| Cygnus Asset Management, LLC |
6805 Morrison Blvd, Charlotte, NC 28211 |
|
70492xxxx0 |
den*********@c*******.com |
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| Advisors Asset Management Inc |
14045 Ballantyne Corporate Pl #375, Charlotte, NC 28277 |
|
70483xxxx2 |
aal******@a******.com |
1 |
1 |
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| Montag Thomas K |
100 N Tryon St Ste 3600, Charlotte, NC 28202 |
|
70438xxxx1 |
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| Corrum Capital Management |
1300 S Church St, Charlotte, NC 28203 |
|
70433xxxx0 |
aka*****@c************.com |
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| Geoffrey Roberts - Financial Advisor, Ameriprise Financial Services |
6100 Fairview Rd Ste 1105, Charlotte, NC 28210 |
|
70455xxxx0 |
dns*****@a***.com |
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23 |
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| Cunningham & Company |
6000 Fairview Rd Ste 125 Charlotte, NC 28210 |
|
80025xxxx4 |
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2.3 |
3 |
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| SPARTAN FINANCIAL MANAGEMENT INC |
1101 Tyvola Rd suite 303, Charlotte, NC 28217 |
|
98028xxxx1 |
spa****************@o******.com |
4.6 |
9 |
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| Ridgemont Equity Partners |
101 S Tryon St #3400, Charlotte, NC 28280 |
|
70494xxxx4 |
aad***@r**********.com |
5 |
1 |
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| Merrill Lynch Wealth Management |
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 |
|
70434xxxx0 |
ali*************@m*.com |
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| Merrill Lynch Wealth Management |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx0 |
ale*********@m*.com |
5 |
1 |
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| Edward Jones - Financial Advisor: LaTeesha M Stewart |
9739 Northlake Centre Pkwy Ste H, Charlotte, NC 28216 |
|
70459xxxx9 |
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| Karen T McCanless - Financial Advisor, Ameriprise Financial Services |
14120 Ballantyne Corporate Pl Ste 325, Charlotte, NC 28277 |
|
70446xxxx3 |
cat**************@a***.com |
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| Baird Private Wealth Management |
4350 Congress St Suite 400, Charlotte, NC 28209 |
|
87779xxxx1 |
aro**@r******.com |
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8165 |
958 |
8700 |
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| Mark Antonich - Private Wealth Advisor, Ameriprise Financial Services |
8832 Blakeney Professional Dr Ste 302, Charlotte, NC 28277 |
|
70494xxxx0 |
dns*****@a***.com |
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| David M Lyall - Private Wealth Advisor, Ameriprise Financial Services |
3125 Springbank Ln Ste H, Charlotte, NC 28226 |
|
33680xxxx5 |
dav**********@a***.com |
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| Citco Fund Services (USA) Inc. |
201 South College Street 18th Floor, Charlotte, NC 28244 |
|
98023xxxx2 |
aac*****@c****.com |
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| Houlihan Lokey |
508 W 5th St STE 225, Charlotte, NC 28202 |
|
70489xxxx0 |
aa@h*.com |
4 |
1 |
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| Edward Jones - Financial Advisor: Sulayman Nyang Jr, CEPA® |
9739 Northlake Centre Pkwy Ste H, Charlotte, NC 28216 |
|
70459xxxx9 |
a.j*********@e**********.com |
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86727 |
|
98000 |
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| Allspring Funds Management, LLC |
1415 Vantage Park Dr 3rd Floor, Charlotte, NC 28203 |
|
83356xxxx5 |
aso***@w***********.com |
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| MassMutual Carolinas |
4350 Congress St Ste 300, Charlotte, NC 28209 |
|
70455xxxx0 |
aav*****@f*************.com |
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1701 |
40 |
1700 |
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| April Oliver - Private Wealth Advisor, Ameriprise Financial Services |
4500 Cameron Valley Pkwy Ste 250, Charlotte, NC 28211 |
|
70454xxxx1 |
apr***********@a***.com |
3 |
2 |
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134 |
2 |
137 |
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| Blue Point Capital Partners |
201 S Tryon St Ste 850, Charlotte, NC 28202 |
|
70434xxxx1 |
ach*****@b***************.com |
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| Edward Jones - Financial Advisor: Danny Vey, CFP® |
7251 Pineville Matthews Rd Ste 200, Charlotte, NC 28226 |
|
70454xxxx0 |
a.j*********@e**********.com |
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86727 |
|
98000 |
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| P DR Advisors |
2101 Sardis Rd N Ste 115, Charlotte, NC 28227 |
|
70484xxxx3 |
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| Cape Asset Management |
3735 Beam Rd, Charlotte, NC 28217 |
|
70449xxxx6 |
bar****@c*****.com |
1.6 |
7 |
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| Bank of America Financial Center |
6200 Fairview Rd Charlotte, NC 28210 |
|
70438xxxx6 |
ago*****@m*.com |
2.8 |
33 |
2.9 |
8 |
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| Shah & Trivedi CPA |
3230 Prosperity Church Rd Ste 200 Charlotte, NC 28269 |
|
98029xxxx0 |
bil****@s****************.com |
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| Summit Park |
300 S. Tryon St. Suite 1210, Charlotte, NC 28202 |
|
70465xxxx0 |
ale**********@s************.com |
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| Bomar & Co |
421 S Sharon Amity Rd Ste A, Charlotte, NC 28211 |
|
70436xxxx3 |
ed@t*****.com |
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| Asana Partners |
1616 Camden Rd #210, Charlotte, NC 28203 |
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|
a@a************.com |
3.7 |
81 |
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| Charlotte Financial Risk Services |
10130 Mallard Creek Rd, Charlotte, NC 28262 |
|
98033xxxx8 |
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| Henderson Association Management |
3030 Labtrobe Dr, Charlotte, NC 28211 |
|
70497xxxx5 |
che************@h*****************************.com |
4.5 |
209 |
1.6 |
110 |
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|
1748 |
415 |
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| Greg P Arthur - Private Wealth Advisor, Ameriprise Financial Services |
3125 Springbank Ln Ste H, Charlotte, NC 28226 |
|
70454xxxx3 |
can**************@a***.com |
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105 |
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| American Express |
4740 Hedgemore Dr, Charlotte, NC 28209 |
|
70464xxxx0 |
dom****@a***.com |
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|
898987 |
|
79 |
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| Charlotte Wealth Management |
10715 Sikes Pl Ste 100, Charlotte, NC 28277 |
|
70484xxxx1 |
cat***@s********.net |
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| Kian Capital Partners |
Rotunda Building, 4201 Congress St STE 440, Charlotte, NC 28209 |
|
70494xxxx0 |
ata****@k**********.com |
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| Brian C Battle - Private Wealth Advisor, Ameriprise Financial Services |
6100 Fairview Rd Ste 1105, Charlotte, NC 28210 |
|
70455xxxx0 |
bri***********@a***.com |
5 |
1 |
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| Raymond James – Gene Allen, MBA, AAMS® |
6805 Morrison Blvd, Charlotte, NC 28211 |
|
70444xxxx0 |
aar************@r***********.com |
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