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      Investment Management in Charlotte

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      1.Elliott Davis Investment Advisors

      700 E Morehead St Suite 400, Charlotte, NC 28202

      2.Barings BDC, Inc

      300 S Tryon St, Charlotte, NC 28202

      CLOSED NOW:8:00 am - 5:00 pm

      3.Carbon Kings Capital

      525 N Tryon St Ste 1600, Charlotte, NC 28202

      4.Hapnel Capital Management Inc

      4917 Albemarle Rd, Charlotte, NC 28205

      CLOSED NOW:9:00 am - 5:00 pm
      Hapnel Capital Management Inc

      5.Sterling Capital Mgmt

      4350 Congress St, Charlotte, NC 28209

      CLOSED NOW:9:00 am - 5:00 pm
      Sterling Capital Mgmt

      6.J.P. Morgan Private Bank

      4350 Congress St Ste 150, Charlotte, NC 28209

      J.P. Morgan Private Bank

      7.Russell Mansfield - RBC Wealth Management Branch Director

      6000 Fairview Rd Ste 500, Charlotte, NC 28210

      CLOSED NOW:9:00 am - 5:00 pm
      Russell Mansfield - RBC Wealth Management Branch Director

      8.Stephens, Brooke

      6000 Fairview Rd, Charlotte, NC 28210

      CLOSED NOW:9:00 am - 5:00 pm
      Stephens, Brooke

      9.RBC Wealth Management Branch - Charlotte

      6000 Fairview Rd Ste 500, Charlotte, NC 28210

      CLOSED NOW:9:00 am - 5:00 pm

      10.Chapman, Donald

      6000 Fairview Rd, Charlotte, NC 28210

      CLOSED NOW:9:00 am - 5:00 pm
      Chapman, Donald

      11.Runnion, Steven

      6000 Fairview Rd, Charlotte, NC 28210

      CLOSED NOW:9:00 am - 5:00 pm
      Runnion, Steven

      12.McClure, David G

      6000 Fairview Rd, Charlotte, NC 28210

      CLOSED NOW:9:00 am - 5:00 pm
      McClure, David G

      13.Teague, D Christopher

      6000 Fairview Rd, Charlotte, NC 28210

      CLOSED NOW:9:00 am - 5:00 pm
      Teague, D Christopher

      14.Huber, Chic

      6000 Fairview Rd, Charlotte, NC 28210

      CLOSED NOW:9:00 am - 5:00 pm
      Huber, Chic

      15.Hilltop Securities Inc.

      6100 Fairview Rd Ste 550, Charlotte, NC 28210

      CLOSED NOW:8:00 am - 6:00 pm
      Hilltop Securities Inc.

      16.Raymond James – Gene Allen, MBA, AAMS®

      6805 Morrison Blvd, Charlotte, NC 28211

      CLOSED NOW:8:30 am - 5:00 pm
      Raymond James – Gene Allen, MBA, AAMS®

      17.Level Wealth Management

      6135 Park South Dr Ste 510, Charlotte, NC 28210

      CLOSED NOW:8:00 am - 5:00 pm
      Level Wealth Management

      18.Fidelity Investments

      5335 Ballantyne Commons Pkwy Ste 100, Charlotte, NC 28277

      CLOSED NOW:8:30 am - 5:00 pm
      Fidelity Investments

      19.Blue Point Capital Partners

      201 S Tryon St Ste 850, Charlotte, NC 28202

      Blue Point Capital Partners

      20.Bracken Capital

      200 S Tryon St, Charlotte, NC 28202

      21.Global Endowment Management, LP

      550 S Tryon St, Suite 3500, Charlotte, NC 28202

      22.Babson Capital Management

      550 S Tryon St, Charlotte, NC 28202

      CLOSED NOW:12:00 pm - 5:00 pm

      23.Baring Asset Management Inc

      550 S Tryon St, Charlotte, NC 28202

      24.Rinehart Wealth Management

      521 E Morehead St Ste 580, Charlotte, NC 28202

      CLOSED NOW:8:00 am - 5:00 pm

      25.New Republic Partners, Inc

      521 E Morehead St, Charlotte, NC 28202

      26.Defender Capital

      1310 S Tryon St Ste 101, Charlotte, NC 28203

      CLOSED NOW:8:00 am - 4:00 pm
      Defender Capital

      27.Browder Investments

      1440 S Tryon St, Charlotte, NC 28203

      28.Global Endowmnet Management

      224 W Tremont Ave, Charlotte, NC 28203

      CLOSED NOW:8:00 am - 6:00 pm

      29.Securities America

      2359 Perimeter Pointe Pkwy Ste 175, Charlotte, NC 28208

      30.Camkinvestmentgroup/Mack Tax

      5736 n tryon street suite 104, charlotte, NC 28213

      OPEN NOW:8:00 am - 8:00 pm
      Send to Phone
      Elliott Davis Investment Advisors

      700 E Morehead St Suite 400, Charlotte, NC 28202

      704-808-5229

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      Barings BDC, Inc

      300 S Tryon St, Charlotte, NC 28202

      704-805-7200

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      Carbon Kings Capital

      525 N Tryon St Ste 1600, Charlotte, NC 28202

      800-799-7596

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      Hapnel Capital Management Inc

      4917 Albemarle Rd, Charlotte, NC 28205

      704-568-9262

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      Sterling Capital Mgmt

      4350 Congress St, Charlotte, NC 28209

      704-372-8670

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      J.P. Morgan Private Bank

      4350 Congress St Ste 150, Charlotte, NC 28209

      704-339-6873

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      Russell Mansfield - RBC Wealth Management Branch Director

      6000 Fairview Rd Ste 500, Charlotte, NC 28210

      704-614-5025

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      Stephens, Brooke

      6000 Fairview Rd, Charlotte, NC 28210

      704-264-2774

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      RBC Wealth Management Branch - Charlotte

      6000 Fairview Rd Ste 500, Charlotte, NC 28210

      704-264-2740

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      Chapman, Donald

      6000 Fairview Rd, Charlotte, NC 28210

      828-322-6249

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      Runnion, Steven

      6000 Fairview Rd, Charlotte, NC 28210

      704-264-2775

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      McClure, David G

      6000 Fairview Rd, Charlotte, NC 28210

      704-264-2748

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      Teague, D Christopher

      6000 Fairview Rd, Charlotte, NC 28210

      704-264-2766

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      Huber, Chic

      6000 Fairview Rd, Charlotte, NC 28210

      704-264-2742

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      Hilltop Securities Inc.

      6100 Fairview Rd Ste 550, Charlotte, NC 28210

      704-731-2080

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      Raymond James – Gene Allen, MBA, AAMS®

      6805 Morrison Blvd, Charlotte, NC 28211

      704-442-4760

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      Level Wealth Management

      6135 Park South Dr Ste 510, Charlotte, NC 28210

      704-312-2490

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      Fidelity Investments

      5335 Ballantyne Commons Pkwy Ste 100, Charlotte, NC 28277

      833-996-2279

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      Blue Point Capital Partners

      201 S Tryon St Ste 850, Charlotte, NC 28202

      704-347-1111

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      Bracken Capital

      200 S Tryon St, Charlotte, NC 28202

      704-285-6500

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      Global Endowment Management, LP

      550 S Tryon St, Suite 3500, Charlotte, NC 28202

      704-333-8282

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      Babson Capital Management

      550 S Tryon St, Charlotte, NC 28202

      704-347-6798

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      Baring Asset Management Inc

      550 S Tryon St, Charlotte, NC 28202

      617-946-5200

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      Rinehart Wealth Management

      521 E Morehead St Ste 580, Charlotte, NC 28202

      704-372-4491

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      New Republic Partners, Inc

      521 E Morehead St, Charlotte, NC 28202

      704-626-1526

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      Defender Capital

      1310 S Tryon St Ste 101, Charlotte, NC 28203

      704-373-1716

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      Browder Investments

      1440 S Tryon St, Charlotte, NC 28203

      704-334-0329

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      Global Endowmnet Management

      224 W Tremont Ave, Charlotte, NC 28203

      980-498-0682

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      Securities America

      2359 Perimeter Pointe Pkwy Ste 175, Charlotte, NC 28208

      704-357-8700

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      Camkinvestmentgroup/Mack Tax

      5736 n tryon street suite 104, charlotte, NC 28213

      704-599-0215

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