CoreCap Advisors’s Tompkins Financial TMP Stock Holding History

CoreCap Advisors’s Portfolio TMP Stock Details TMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$493	Sell	5 -1	-17%	-$86	﹤0.01%	2864
2026 Q1	$490	Buy	6 +1	+20%	+$78	﹤0.01%	2651
2025 Q4	$378	Hold	5	–	–	﹤0.01%	2739
2025 Q3	$345	Hold	5	–	–	﹤0.01%	2612
2025 Q2	$327	Hold	5	–	–	﹤0.01%	2567
2025 Q1	$329	Hold	5	–	–	﹤0.01%	2792
2024 Q4	$354	Hold	5	–	–	﹤0.01%	2600
2024 Q3	$302	Buy	+5	New	+$285	﹤0.01%	2425
2024 Q2	–	Sell	-5	Closed	-$262	–	2502
2024 Q1	$262	Buy	+5	New	+$254	﹤0.01%	2390
2022 Q4	$405	Buy	+5	New	+$398	﹤0.01%	2199
2022 Q3	–	Sell	-5	Closed	–	–	1950
2022 Q2	$0	Buy	+5	New	+$370	﹤0.01%	2274
2022 Q1	–	Sell	-5	Closed	-$1K	–	1949
2021 Q4	$1K	Buy	+5	New	+$410	﹤0.01%	2255

Other funds holding TMP

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return