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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
2026
Relyea Zuckerberg Hanson
Connecticut
$276K +$12.2K +457 +5%
GCP
2027
GSA Capital Partners
United Kingdom
$275K -$58.9K -2,197 -19%
GSBTD
2028
Glenview State Bank Trust Department
Illinois
$275K – – –
JSL
2029
JT Stratford LLC
Georgia
$274K -$880K -32,819 -78%
HR
2030
Hardy Reed
Mississippi
$274K – – –
MWP
2031
Madison Wealth Partners
Wisconsin
$274K +$242K +9,047 New
RB
2032
Renasant Bank
Mississippi
$273K +$242K +9,012 New
CCA
2033
Column Capital Advisors
Indiana
$272K -$101K -3,753 -29%
FPCP
2034
Fort Point Capital Partners
California
$272K +$7.96K +297 +3%
ML
2035
McAdam LLC
Pennsylvania
$271K -$33.6K -1,254 -13%
SFG
2036
SageGuard Financial Group
Tennessee
$271K +$240K +8,972 New
WDL
2037
Well Done LLC
Michigan
$270K – – –
BAM
2038
Brave Asset Management
New Jersey
$269K – – –
ACM
2039
Allred Capital Management
Texas
$269K +$80 +3 +0%
SAM
2040
Security Asset Management
New York
$269K +$213K +7,929 +853%
ACM
2041
Aljian Capital Management
Nevada
$268K -$13.4K -500 -5%
SEIA
2042
Signature Estate & Investment Advisors
California
$268K +$8.36K +312 +4%
MCP
2043
Mirador Capital Partners
California
$267K -$17.7K -662 -7%
SFO
2044
Stokes Family Office
Louisiana
$267K +$236K +8,817 New
HWM
2045
Hemington Wealth Management
Virginia
$266K +$235K +8,768 New
CA
2046
Capital Advantage
California
$266K +$235K +8,775 New
CAM
2047
Claret Asset Management
Quebec, Canada
$265K -$11.3K -420 -5%
MWPCG
2048
Measured Wealth Private Client Group
New Hampshire
$265K +$8.12K +303 +4%
CCM
2049
Carlson Capital Management
Minnesota
$265K +$218K +8,148 New
AP
2050
Americana Partners
Texas
$264K -$36.9K -1,375 -14%
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