Filing Research | CHMG - CHEMUNG Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	CHEMUNG CANAL TRUST CO	Shares	284.8KSH	$21.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.1KSH	$984.0K
3	Forum Financial Management, LP	Shares	6.7KSH	$502.9K
4	JFS WEALTH ADVISORS, LLC	Shares	1.8KSH	$134.9K
5	Police & Firemen's Retirement System of New Jersey	Shares	1.4KSH	$104.5K
6	SIGNATUREFD, LLC	Shares	108SH	$8.1K
7	GAMMA Investing LLC	Shares	52SH	$3.9K
8	EverSource Wealth Advisors, LLC	Shares	40SH	$3.0K
9	IFP Advisors, Inc	Shares	39SH	$2.9K
10	Blue Trust, Inc.	Shares	24SH	$1.8K
11	Farther Finance Advisors, LLC	Shares	9SH	$671
12	True Wealth Design, LLC	Shares	6SH	$448
13	VALICENTI ADVISORY SERVICES INC	Shares	3.7KSH	$278
14	SJS Investment Consulting Inc.	Shares	2SH	$150
15	Fortitude Family Office, LLC	Shares	1SH	$75

Manager changes2026-06-30 vs 2026-03-31

16 / 16 loaded

#		Instrument
1	CHEMUNG CANAL TRUST CO trimmed	Shares	-1.4K	+$5.8M	$21.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+310	+$298.3K	$984.0K
3	Forum Financial Management, LP unchanged	Shares	0	+$140.0K	$502.9K
4	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$37.4K	$134.9K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$29.1K	$104.5K
6	SIGNATUREFD, LLC new	Shares	+108	+$8.1K	$8.1K
7	GAMMA Investing LLC added	Shares	+11	+$1.7K	$3.9K
8	IFP Advisors, Inc added	Shares	+13	+$1.5K	$2.9K
9	EverSource Wealth Advisors, LLC added	Shares	+2	+$939	$3.0K
10	Blue Trust, Inc. unchanged	Shares	0	+$498	$1.8K
11	Farther Finance Advisors, LLC unchanged	Shares	0	+$188	$671
12	True Wealth Design, LLC unchanged	Shares	0	+$125	$448
13	SJS Investment Consulting Inc. added	Shares	+1	+$96	$150
14	VALICENTI ADVISORY SERVICES INC unchanged	Shares	0	+$77	$278
15	Fortitude Family Office, LLC new	Shares	+1	+$75	$75
16	Bright Futures Wealth Management, LLC. exited	Shares	-4.3K	-$232.0K	$0

Filing Research | CHMG - CHEMUNG Institutional Holdings