Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TOMPKINS FINANCIAL CORP 04-08-2024 03-31-2024 840 884,260,910
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
iShares ETFs/USA RUS TOP 200 ETF 1 $84,815,481 667,208 0.01 0.01 20,258 3.13 03-31-2024
Tompkins Financial Corp COM 2 $59,336,567 1,179,888 0.01 0.01 -1,129 -0.10 03-31-2024
MICROSOFT CORP COM 3 $46,463,475 110,438 0.01 0.01 -874 -0.79 03-31-2024
Apple Inc COM 4 $36,493,002 212,812 0.00 0.00 -21 -0.01 03-31-2024
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