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Community Bank

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
201
Fidelity Investments
Massachusetts
$62K +$6.71K +92 +13%
CFFP
202
Center for Financial Planning
Michigan
$58K – – –
AF
203
Advisornet Financial
Minnesota
$53K +$51.6K +708 New
VCM
204
Versant Capital Management
Arizona
$43K +$7.58K +104 +22%
BLC
205
Brown, Lisle/Cummings
Rhode Island
$38.7K +$37.9K +520 New
EBA
206
Eagle Bay Advisors
New York
$37K -$36.4K -500 -50%
OAJ
207
Ogorek Anthony Joseph
New York
$37K +$219 +3 +0.6%
Lazard Asset Management
208
Lazard Asset Management
New York
$29K +$28.9K +397 New
FAG
209
Fortitude Advisory Group
Washington
$27K +$26K +356 New
Washington Trust
210
Washington Trust
Rhode Island
$26K – – –
C
211
Covestor
United Kingdom
$24K +$23.3K +320 New
SAM
212
Strategic Asset Management
Minnesota
$22K – – –
GAM
213
Gemmer Asset Management
California
$21K – – –
Smithfield Trust
214
Smithfield Trust
Pennsylvania
$20K – – –
CT
215
Cambridge Trust
Massachusetts
$20K +$20K +275 New
Central Trust Company
216
Central Trust Company
Missouri
$19K – – –
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$437 -6 -2%
CYG
218
Clean Yield Group
Vermont
$18K – – –
FPS
219
Fieldpoint Private Securities
Connecticut
$15K -$5.1K -70 -25%
Confluence Wealth Services
220
Confluence Wealth Services
Pennsylvania
$15K +$15.4K +211 New
Parallel Advisors
221
Parallel Advisors
California
$14K -$146 -2 -1%
PCG
222
Private Capital Group
Connecticut
$14K – – –
VNA
223
Valley National Advisers
Pennsylvania
$13K – – –
PFBT
224
Parkside Financial Bank & Trust
Missouri
$12K +$219 +3 +2%
Hantz Financial Services
225
Hantz Financial Services
Michigan
$9K -$5.76K -79 -40%