Community Financial System ICBU
13F holders, Q4 2024 (December 31)254holders −1
22new positions
32sold out
4famous investors
$61.74avg. 13F price*
At the end of Q4 2024, 254 institutions reported holding Community Financial System I (CBU) in their 13F filings, down 1 from Q3 2024. 22 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($463.2M), Vanguard Group Inc. ($396.9M) and State Street Corp. ($226.0M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Community Financial System I
- CUSIP
- 203607106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $42.4M |
| Exits | 32 | $17.5M |
All 13F filers, Q3 2024 → Q4 2024: 2,540,777 shares bought and 1,528,230 shares sold, net +1,012,547 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| BlackRock, Inc. | 0.01% | Reduce -2.4% | 7,509,117 | $463.2M |
| Vanguard Group Inc. | 0.01% | Add +0.2% | 6,434,483 | $396.9M |
| State Street Corp. | 0.01% | Add +10.7% | 3,637,573 | $226.0M |
| Neuberger Berman Group LLC | 0.17% | Add +7.0% | 3,386,352 | $208.9M |
| Morgan Stanley | 0.01% | Add +2.3% | 2,293,842 | $141.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.0% | 1,774,709 | $109.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.6% | 1,202,188 | $74.2M |
| Federated Hermes, Inc. | 0.11% | Add +12.9% | 831,387 | $51.3M |
| Northern Trust Corp. | 0.01% | Add +27.3% | 677,841 | $41.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 661,317 | $40.8M |
| Bank of New York Mellon Corp | 0.01% | Add +6.4% | 565,920 | $34.9M |
| Norges Bank | 0.00% | Add +13.6% | 563,857 | $34.8M |
| Deprince Race & Zollo Inc. | 0.64% | New | 524,768 | $32.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.8% | 510,229 | $31.5M |
| Segall Bryant & Hamill, LLC | 0.39% | Reduce -3.6% | 462,660 | $28.5M |
| Public Employees Retirement Association of Colorado | 0.09% | No change | 381,087 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Add +210.0% | 348,405 | $21.5M |
| Principal Financial Group Inc. | 0.01% | Add +2.9% | 254,869 | $15.7M |
| Bank of America Corp. | 0.00% | Reduce -15.7% | 246,514 | $15.2M |
| UBS Group AG | 0.00% | Add +430.4% | 240,280 | $14.8M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -37.1% | 238,491 | $14.7M |
| Waldron Private Wealth LLC | 0.57% | No change | 228,070 | $14.1M |
| Invesco Ltd. | 0.00% | Add +4.6% | 188,507 | $11.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.8% | 165,453 | $10.2M |
| Rhumbline Advisers | 0.01% | Reduce -3.0% | 156,948 | $9.7M |
| Legal & General Group Plc | 0.00% | Add +1.6% | 147,673 | $9.1M |
| Assenagon Asset Management S.A. | 0.02% | Add +699.3% | 144,817 | $8.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -8.1% | 134,172 | $8.3M |
| Public Sector Pension Investment Board | 0.03% | Add +17.4% | 130,907 | $8.1M |
| NFJ Investment Group, LLC | 0.26% | Reduce -7.2% | 130,626 | $8.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +16.9% | 128,437 | $7.9M |
| ProShare Advisors LLC | 0.02% | Reduce -2.5% | 127,735 | $7.9M |
| Community Bank, N.A. | 0.92% | Reduce -1.3% | 115,949 | $7.2M |
| Barclays PLC | 0.00% | Add +0.1% | 109,794 | $6.8M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -38.5% | 109,273 | $6.7M |
| Jacobi Capital Management LLC | 0.48% | Add +0.2% | 104,617 | $6.5M |
| Citigroup Inc. | 0.01% | Add +6.7% | 103,188 | $6.4M |
| Swiss National Bank | 0.00% | No change | 103,100 | $6.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +88.3% | 102,586 | $6.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -16.6% | 96,332 | $5.9M |
| California Public Employees Retirement System | 0.00% | Reduce -10.7% | 91,180 | $5.6M |
| FMR LLC | 0.00% | Add +45.0% | 89,058 | $5.5M |
| New York State Teachers Retirement System | 0.01% | No change | 86,321 | $5.3M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -44.0% | 84,392 | $5.2M |
| Sterling Capital Management LLC | 0.07% | Add +1.5% | 77,405 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.8% | 75,177 | $4.6M |
| Algert Global LLC | 0.10% | Add +7.5% | 68,978 | $4.3M |
| Alliancebernstein L.P. | 0.00% | No change | 65,198 | $4.0M |
| Deutsche Bank AG | 0.00% | Add +103.5% | 63,027 | $3.9M |
| Prudential Financial Inc. | 0.01% | Reduce -2.9% | 53,382 | $3.7M |
| Berkshire Asset Management LLC | 0.17% | Reduce -0.8% | 53,188 | $3.5M |
| Logan Capital Management Inc. | 0.14% | No change | 56,000 | $3.5M |
| Carnegie Investment Counsel | 0.10% | Add +11.4% | 55,445 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +15.6% | 55,153 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.3% | 55,042 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.7% | 52,521 | $3.2M |
| Citadel Advisors | 0.00% | Reduce -43.7% | 52,406 | $3.2M |
| GW&K Investment Management, LLC | 0.03% | Reduce -6.4% | 50,530 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.0% | 50,322 | $3.1M |
| California State Teachers Retirement System | 0.00% | Reduce -1.6% | 49,107 | $3.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -15.6% | 47,831 | $3.0M |
| Waterford Advisors, LLC | 1.41% | No change | 44,863 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.0% | 43,328 | $2.7M |
| Hilton Capital Management, LLC | 0.21% | Add +4.8% | 40,177 | $2.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.4% | 39,791 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.5% | 34,288 | $2.1M |
| First Trust Advisors LP | 0.00% | Reduce -27.1% | 33,887 | $2.1M |
| Anchor Capital Advisors LLC | 0.06% | Add +1.7% | 33,518 | $2.1M |
| Sei Investments Co. | 0.00% | Add +264.8% | 33,239 | $2.1M |
| Tudor Investment Corporation | 0.02% | New | 33,072 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +6.4% | 32,727 | $2.0M |
| Canandaigua National Bank & Trust Co. | 0.20% | Reduce -1.8% | 32,311 | $2.0M |
| Tidal Investments LLC | 0.02% | Add +4.6% | 32,294 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +30.4% | 31,965 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Add +4.2% | 31,426 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.8% | 30,864 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.6% | 29,807 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 29,779 | $1.8M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -5.1% | 28,103 | $1.7M |
| Quantedge Capital Pte Ltd | 0.63% | New | 28,100 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 27,863 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.7% | 27,862 | $1.7M |
| Amundi | 0.00% | Add +186.5% | 26,504 | $1.6M |
| Millennium Management | 0.00% | Reduce -59.2% | 25,562 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | No change | 25,400 | $1.6M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -0.2% | 25,313 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.1% | 25,293 | $1.6M |
| Canada Pension Plan Investment Board | 0.00% | New | 25,200 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.4% | 24,910 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Add +13.2% | 24,655 | $1.5M |
| LPL Financial LLC | 0.00% | Add +0.2% | 23,431 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 23,412 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -81.6% | 23,376 | $1.4M |
| Comerica Bank | 0.01% | Reduce -1.8% | 20,225 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.0% | 19,903 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 19,008 | $1.2M |
| Intech Investment Management LLC | 0.01% | Add +52.4% | 18,794 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 17,609 | $1.1M |
| Moody National Bank Trust Division | 0.11% | No change | 17,265 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 17,109 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +3.9% | 16,883 | $1.0M |
| Ausbil Investment Management Ltd | 0.63% | Reduce -45.1% | 16,771 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 15,880 | $979K |
| Voya Investment Management LLC | 0.00% | Reduce -6.8% | 15,784 | $974K |
| Amalgamated Bank | 0.01% | Reduce -0.4% | 15,380 | $949K |
| Arizona State Retirement System | 0.01% | Add +0.4% | 15,249 | $941K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,108 | $932K |
| AQR Capital Management | 0.00% | Reduce -54.4% | 14,910 | $920K |
| MML Investors Services, LLC | 0.00% | Add +16.5% | 14,732 | $909K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +16.8% | 14,274 | $880K |
| American Century Companies Inc. | 0.00% | Reduce -0.2% | 14,264 | $880K |
| Jefferies Financial Group Inc. | 0.01% | New | 14,175 | $874K |
| Natixis Advisors, LLC | 0.00% | Add +4.7% | 14,127 | $871K |
| Franklin Resources Inc. | 0.00% | Reduce -3.3% | 13,528 | $834K |
| HSBC Holdings PLC | 0.00% | Add +60.0% | 12,950 | $801K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 12,344 | $761K |
| Handelsbanken Fonder AB | 0.00% | Add +12.4% | 11,816 | $729K |
| Occudo Quantitative Strategies LP | 0.13% | Reduce -36.4% | 11,719 | $723K |
| Alliance Wealth Advisors, LLC | 0.40% | Reduce -36.6% | 11,370 | $701K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 11,221 | $692K |
| Nottingham Advisors, Inc. | 0.09% | Reduce -91.0% | 11,208 | $691K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 11,138 | $687K |
| Raymond James Financial Inc. | 0.00% | — | 11,134 | $687K |
| Level Four Advisory Services, LLC | 0.03% | Add +32.4% | 11,125 | $686K |
| KLP Kapitalforvaltning As | 0.00% | — | 10,900 | $676K |
| BNP Paribas Financial Markets | 0.00% | Reduce -54.4% | 10,293 | $635K |
| Osaic Holdings, Inc. | 0.00% | Add +41.9% | 10,082 | $622K |
| Advantage Alpha Capital Partners LP | 0.15% | Add +12.8% | 10,054 | $620K |
| Cetera Investment Advisers | 0.00% | Reduce -28.7% | 10,016 | $618K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | No change | 9,864 | $608K |
| New Age Alpha Advisors, LLC | 0.02% | New | 9,545 | $589K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.6% | 9,516 | $587K |
| Fulton Bank, N.A. | 0.02% | Add +17.7% | 9,506 | $586K |
| Truist Financial Corp. | 0.00% | Add +12.6% | 9,484 | $585K |
| Resources Management Corp. /CT/ | 0.08% | No change | 9,250 | $571K |
| Strategic Financial Services, Inc. | 0.03% | No change | 9,245 | $570K |
| Bank of Montreal | 0.00% | Add +2.9% | 9,140 | $564K |
| Hanson & Doremus Investment Management | 0.09% | No change | 8,895 | $549K |
| Atria Investments, Inc | 0.01% | Add +16.0% | 8,839 | $545K |
| Dark Forest Capital Management LP | 0.08% | New | 8,533 | $526K |
| Corient Private Wealth LP | 0.00% | Add +4.0% | 8,526 | $526K |
| Gallagher Fiduciary Advisors, LLC | 0.10% | Add +17.9% | 8,496 | $524K |
| Carl P. Sherr & Co., LLC | 0.26% | No change | 8,170 | $504K |
| Man Group plc | 0.00% | Reduce -72.3% | 8,118 | $501K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.8% | 7,962 | $491K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -30.1% | 7,790 | $481K |
| Profund Advisors LLC | 0.02% | Add +38.9% | 7,551 | $466K |
| Jain Global LLC | 0.01% | — | 7,310 | $451K |
| Sovereign Financial Group, Inc. | 0.10% | No change | 7,294 | $450K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.1% | 7,035 | $434K |
| Allianz Asset Management GmbH | 0.00% | Reduce -63.3% | 6,900 | $426K |
| Cornell Pochily Investment Advisors, Inc. | 0.15% | No change | 6,834 | $422K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,787 | $419K |
| Kenora Financial, LLC | 0.17% | Add +7.0% | 6,763 | $417K |
| Trust Co. of Vermont | 0.02% | Add +0.4% | 6,657 | $411K |
| Minerva Advisors LLC | 0.24% | No change | 6,618 | $408K |
| Inspire Investing, LLC | 0.04% | Reduce -8.8% | 6,499 | $401K |
| Allegheny Financial Group | 0.10% | Add +2.2% | 6,274 | $387K |
| CW Advisors, LLC | 0.01% | New | 6,256 | $386K |
| Riggs Asset Managment Co. Inc. | 0.10% | Add +14.0% | 6,111 | $378K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.6% | 5,834 | $360K |
| Marshall Wace, LLP | 0.00% | Reduce -56.9% | 5,800 | $358K |
| Centiva Capital, LP | 0.01% | Reduce -43.8% | 5,526 | $341K |
| Socha Financial Group, LLC | 0.16% | No change | 5,450 | $336K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,300 | $327K |
| Benjamin Edwards Inc. | 0.00% | Add +11.9% | 5,120 | $316K |
| Peoples Financial Services Corp. | 0.15% | Reduce -5.8% | 5,100 | $315K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.2% | 4,988 | $308K |
| Cibc World Markets Corp. | 0.00% | New | 4,895 | $302K |
| Melfa Wealth Management, Inc. | 0.20% | No change | 4,825 | $298K |
| State of Wisconsin Investment Board | 0.00% | Add +13.4% | 4,806 | $296K |
| Drum Hill Capital, LLC | 0.37% | — | 4,718 | $291K |
| AE Wealth Management LLC | 0.00% | New | 4,558 | $281K |
| Burns J W & Co. Inc. | 0.03% | Reduce -0.9% | 4,242 | $262K |
| IFG Advisory, LLC | 0.01% | New | 4,203 | $259K |
| Harbor Advisors LLC | 0.04% | No change | 4,058 | $250K |
| Pathway Financial Advisors LLC | 0.06% | Reduce -60.7% | 4,014 | $248K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 4,000 | $247K |
| One Day In July LLC | 0.03% | No change | 3,967 | $245K |
| Operose Advisors LLC | 0.08% | No change | 3,925 | $242K |
| Pathstone Holdings, LLC | 0.00% | Add +1.7% | 3,868 | $239K |
| Cerity Partners LLC | 0.00% | Reduce -27.2% | 3,891 | $233K |
| Xponance LLC | 0.00% | New | 3,764 | $232K |
| Park Avenue Securities LLC | 0.00% | New | 3,660 | $226K |
| Olympiad Research LP | 0.22% | New | 3,480 | $215K |
| Citizens & Northern Corp. | 0.06% | Reduce -42.2% | 3,394 | $209K |
| Wealthcare Capital Partners, LLC | 0.11% | — | 3,374 | $208K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 3,361 | $207K |
| Marshall & Sterling Wealth Advisors Inc. | 0.14% | — | 3,325 | $205K |
| Mackenzie Financial Corp. | 0.00% | New | 3,310 | $204K |
| KBC Group NV | 0.00% | Add +28.6% | 2,335 | $144K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,285 | $141K |
| Assetmark, Inc. | 0.00% | New | 2,062 | $127K |
| Aquatic Capital Management LLC | 0.00% | New | 2,022 | $125K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -74.2% | 1,945 | $120K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 1,816 | $112K |
| STRS Ohio | 0.00% | Add +28.6% | 1,800 | $111K |
| Principal Securities, Inc. | 0.00% | Add +13.7% | 1,774 | $109K |
| Clearstead Advisors, LLC | 0.00% | Reduce -37.0% | 1,279 | $79K |
| Abound Wealth Management | 0.02% | Add +0.8% | 1,222 | $75K |
| Smartleaf Asset Management LLC | 0.01% | Add +140.1% | 1,203 | $74K |
| NBT Bank, N.A. | 0.01% | No change | 1,202 | $74K |
| US Bancorp \de | 0.00% | Add +17.1% | 1,081 | $67K |
| Brown, Lisle/Cummings, Inc. | 0.02% | Add +0.8% | 929 | $57K |
| Blue Trust, Inc. | 0.00% | Reduce -4.9% | 800 | $49K |
| Center for Financial Planning, Inc. | 0.01% | No change | 780 | $48K |
| Cwm, LLC | 0.00% | Add +8.2% | 738 | $46K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -6.1% | 665 | $41K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.7% | 556 | $34K |
| Versant Capital Management, Inc | 0.01% | Add +99.2% | 478 | $29K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 469 | $29K |
| Quadrant Capital Group LLC | 0.00% | No change | 439 | $27K |
| St Germain D J Co. Inc. | 0.00% | No change | 417 | $26K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 390 | $24K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +11.6% | 366 | $24K |
| Quarry LP | 0.00% | Add +513.0% | 331 | $20K |
| Private Trust Co. NA | 0.00% | No change | 300 | $19K |
| Fifth Third Bancorp | 0.00% | No change | 300 | $19K |
| Smithfield Trust Co | 0.00% | No change | 270 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +38.8% | 222 | $14K |
| Danske Bank A/S | 0.00% | No change | 200 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +12.6% | 197 | $12K |
| Bessemer Group Inc. | 0.00% | Add +52.0% | 193 | $12K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 136 | $8K |
| UMB Bank, n.a. | 0.00% | No change | 129 | $8K |
| GAMMA Investing LLC | 0.00% | Add +505.0% | 121 | $7K |
| Hemington Wealth Management | 0.00% | Add +21.7% | 101 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 91 | $6K |
| Addison Advisors LLC | 0.00% | No change | 90 | $6K |
| Covestor Ltd | 0.00% | Reduce -45.3% | 76 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.2% | 78 | $5K |
| LGT Financial Advisors LLC | 0.01% | No change | 71 | $4K |
| Arax Advisory Partners | 0.00% | No change | 69 | $4K |
| Rothschild Investment LLC | 0.00% | Add +33.3% | 60 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 54 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $2K |
| High Note Wealth, LLC | 0.00% | New | 36 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 30 | $2K |
| Allworth Financial LP | 0.00% | No change | 20 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 18 | $1K |
| Picton Mahoney Asset Management | 0.00% | Reduce -94.7% | 20 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 16 | $987 |
| SBI Securities Co., Ltd. | 0.00% | — | 15 | $925 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -16.7% | 10 | $617 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -11.1% | 8 | $494 |
| Hexagon Capital Partners LLC | 0.00% | Reduce -12.5% | 7 | $432 |
| Huntington National Bank | 0.00% | No change | 7 | $432 |
| Larson Financial Group LLC | 0.00% | Add +40.0% | 7 | $432 |
| Global Financial Private Client, LLC | 0.00% | New | 3 | $185 |
| IFP Advisors, Inc | 0.00% | New | 2 | $123 |
| Global Retirement Partners, LLC | 0.00% | No change | 1 | $68 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $62 |
| Capital A Wealth Management, LLC | 0.00% | — | 1 | $62 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 1 | $62 |
"% of holder's portfolio" is CBU's weight in each manager's 13F, not the share of Community Financial System I the manager owns.