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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
2026
CoreFirst Bank & Trust
Kansas
$278K +$246K +9,175 New
RZH
2027
Relyea Zuckerberg Hanson
Connecticut
$276K +$12.2K +457 +5%
GCP
2028
GSA Capital Partners
United Kingdom
$275K -$58.9K -2,197 -19%
GSBTD
2029
Glenview State Bank Trust Department
Illinois
$275K – – –
JSL
2030
JT Stratford LLC
Georgia
$274K -$880K -32,819 -78%
HR
2031
Hardy Reed
Mississippi
$274K – – –
MWP
2032
Madison Wealth Partners
Wisconsin
$274K +$242K +9,047 New
RB
2033
Renasant Bank
Mississippi
$273K +$242K +9,012 New
CCA
2034
Column Capital Advisors
Indiana
$272K -$101K -3,753 -29%
FPCP
2035
Fort Point Capital Partners
California
$272K +$7.96K +297 +3%
ML
2036
McAdam LLC
Pennsylvania
$271K -$33.6K -1,254 -13%
SFG
2037
SageGuard Financial Group
Tennessee
$271K +$240K +8,972 New
WDL
2038
Well Done LLC
Michigan
$270K – – –
BAM
2039
Brave Asset Management
New Jersey
$269K – – –
ACM
2040
Allred Capital Management
Texas
$269K +$80 +3 +0%
SAM
2041
Security Asset Management
New York
$269K +$213K +7,929 +853%
ACM
2042
Aljian Capital Management
Nevada
$268K -$13.4K -500 -5%
SEIA
2043
Signature Estate & Investment Advisors
California
$268K +$8.36K +312 +4%
MCP
2044
Mirador Capital Partners
California
$267K -$17.7K -662 -7%
SFO
2045
Stokes Family Office
Louisiana
$267K +$236K +8,817 New
HWM
2046
Hemington Wealth Management
Virginia
$266K +$235K +8,768 New
CA
2047
Capital Advantage
California
$266K +$235K +8,775 New
CAM
2048
Claret Asset Management
Quebec, Canada
$265K -$11.3K -420 -5%
MWPCG
2049
Measured Wealth Private Client Group
New Hampshire
$265K +$8.12K +303 +4%
CCM
2050
Carlson Capital Management
Minnesota
$265K +$218K +8,148 New