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
Procter & Gamble Co/The COM 51 $8,321,640 51,289 0.00 0.00 -864 -1.66 03-31-2024
DUKE ENERGY CORP COM NEW 52 $8,203,812 84,829 0.00 0.00 1,033 1.23 03-31-2024
UTD PARCEL SERV CL B 53 $8,064,664 54,260 0.00 0.00 2,838 5.52 03-31-2024
Intuitive Surgical Inc COM NEW 54 $7,757,910 19,439 0.00 0.00 531 2.81 03-31-2024
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