Filing Research | TMP - TOMPKINS FINL CORP Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	TOMPKINS FINANCIAL CORP	Shares	1.1MSH	$105.6M
2	Cornell Pochily Investment Advisors, Inc.	Shares	117.9KSH	$11.1M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	27.0KSH	$2.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27.4KSH	$2.5M
5	Cardinal Capital Management	Shares	25.1KSH	$2.4M
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	18.4KSH	$1.7M
7	Rise Advisors, LLC	Shares	11.6KSH	$1.1M
8	Waldron Private Wealth LLC	Shares	8.8KSH	$835.7K
9	Louisiana State Employees Retirement System	Shares	5.5KSH	$519.9K
10	Police & Firemen's Retirement System of New Jersey	Shares	4.2KSH	$398.4K
11	Sterling Investment Counsel, LLC	Shares	4.0KSH	$375.1K
12	LVW Advisors, LLC	Shares	3.8KSH	$357.4K
13	BURNS J W & CO INC/NY	Shares	3.5KSH	$326.6K
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	3.4KSH	$317.8K
15	Hennion & Walsh Asset Management, Inc.	Shares	3.0KSH	$283.7K
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	3.0KSH	$283.7K
17	Cross Staff Investments Inc	Shares	2.8KSH	$268.4K
18	GAMMA Investing LLC	Shares	1.2KSH	$117.2K
19	IFP Advisors, Inc	Shares	1.2KSH	$113.3K
20	EASTERN BANK	Shares	1.2KSH	$110.4K
21	Versant Capital Management, Inc	Shares	634SH	$59.9K
22	MassMutual Private Wealth & Trust, FSB	Shares	475SH	$44.9K
23	EverSource Wealth Advisors, LLC	Shares	165SH	$15.6K
24	BROADWATER CAPITAL MANAGEMENT LLC	Shares	150SH	$14.2K
25	SIGNATUREFD, LLC	Shares	125SH	$11.8K
26	Farther Finance Advisors, LLC	Shares	76SH	$7.2K
27	Blue Trust, Inc.	Shares	70SH	$6.6K
28	True Wealth Design, LLC	Shares	33SH	$3.1K
29	Physician Wealth Advisors, Inc.	Shares	28SH	$2.6K
30	Fortitude Family Office, LLC	Shares	17SH	$1.6K
31	SJS Investment Consulting Inc.	Shares	16SH	$1.5K
32	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	12.8KSH	$1.2K
33	FARMERS & MERCHANTS INVESTMENTS INC	Shares	8SH	$756
34	CoreCap Advisors, LLC	Shares	5SH	$493
35	State of Alaska, Department of Revenue	Shares	4.8KSH	$449
36	AMALGAMATED BANK	Shares	3.4KSH	$324
37	GILPIN WEALTH MANAGEMENT, LLC	Shares	2SH	$190
38	Cedar Mountain Advisors, LLC	Shares	2SH	$189
39	Davis Capital Management	Shares	1SH	$95
40	SBI Securities Co., Ltd.	Shares	1SH	$95

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

40 / 40 loaded

#		Instrument
1	TOMPKINS FINANCIAL CORP trimmed	Shares	-2.0K	+$17.4M	$105.6M
2	Cornell Pochily Investment Advisors, Inc. trimmed	Shares	-3.9K	+$1.5M	$11.1M
3	Cardinal Capital Management added	Shares	+572	+$438.5K	$2.4M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+904	+$376.8K	$2.5M
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+582	+$335.1K	$1.7M
6	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-1.4K	+$313.9K	$2.5M
7	Hennion & Walsh Asset Management, Inc. new	Shares	+3.0K	+$283.7K	$283.7K
8	Rise Advisors, LLC added	Shares	+1	+$179.7K	$1.1M
9	Waldron Private Wealth LLC unchanged	Shares	0	+$138.6K	$835.7K
10	Police & Firemen's Retirement System of New Jersey added	Shares	+483	+$104.2K	$398.4K
11	Louisiana State Employees Retirement System trimmed	Shares	-100	+$78.4K	$519.9K
12	LVW Advisors, LLC unchanged	Shares	0	+$59.3K	$357.4K
13	BURNS J W & CO INC/NY unchanged	Shares	0	+$54.2K	$326.6K
14	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+6	+$53.2K	$317.8K
15	Cross Staff Investments Inc unchanged	Shares	0	+$44.5K	$268.4K
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-121	+$37.5K	$283.7K
17	GAMMA Investing LLC added	Shares	+5	+$19.8K	$117.2K
18	IFP Advisors, Inc added	Shares	+6	+$19.3K	$113.3K
19	EASTERN BANK unchanged	Shares	0	+$18.3K	$110.4K
20	Versant Capital Management, Inc unchanged	Shares	0	+$9.9K	$59.9K
21	MassMutual Private Wealth & Trust, FSB added	Shares	+30	+$9.8K	$44.9K
22	Blue Trust, Inc. new	Shares	+70	+$6.6K	$6.6K
23	Farther Finance Advisors, LLC added	Shares	+9	+$1.9K	$7.2K
24	SJS Investment Consulting Inc. added	Shares	+10	+$1.0K	$1.5K
25	True Wealth Design, LLC unchanged	Shares	0	+$518	$3.1K
26	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$439	$2.6K
27	Fortitude Family Office, LLC unchanged	Shares	0	+$267	$1.6K
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-196	+$185	$1.2K
29	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$125	$756
30	Davis Capital Management new	Shares	+1	+$95	$95
31	AMALGAMATED BANK trimmed	Shares	-229	+$35	$324
32	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$32	$190
33	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$31	$189
34	SBI Securities Co., Ltd. unchanged	Shares	0	+$16	$95
35	CoreCap Advisors, LLC trimmed	Shares	-1	+$3	$493
36	State of Alaska, Department of Revenue trimmed	Shares	-2.1K	-$87	$449
37	BROADWATER CAPITAL MANAGEMENT LLC trimmed	Shares	-50	-$326	$14.2K
38	SIGNATUREFD, LLC trimmed	Shares	-63	-$3.0K	$11.8K
39	EverSource Wealth Advisors, LLC trimmed	Shares	-453	-$33.1K	$15.6K
40	Sterling Investment Counsel, LLC trimmed	Shares	-4.3K	-$277.7K	$375.1K