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LVW Advisors’s Tompkins Financial TMP Stock Holding History

LVW 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 		$357K Hold
3,781
– – 0.03% 308
2026
Q1 		$298K Hold
3,781
– – 0.03% 331
2025
Q4 		$274K Hold
3,781
– – 0.03% 286
2025
Q3 		$250K Hold
3,781
– – 0.03% 304
2025
Q2 		$237K Hold
3,781
– – 0.03% 296
2025
Q1 		$238K Hold
3,781
– – 0.03% 272
2024
Q4 		$256K Sell
3,781
-296
-7% -$20.5K 0.03% 270
2024
Q3 		$236K Buy
+4,077
New +$233K 0.03% 279
2024
Q2 		– Sell
-4,077
Closed -$205K – 312
2024
Q1 		$205K Hold
4,077
– – 0.03% 276
2023
Q4 		$246K Buy
+4,077
New +$221K 0.05% 230
2023
Q3 		– Sell
-4,077
Closed -$227K – 230
2023
Q2 		$227K Hold
4,077
– – 0.05% 186
2023
Q1 		$270K Hold
4,077
– – 0.05% 198
2022
Q4 		$316K Hold
4,077
– – 0.07% 185
2022
Q3 		$296K Hold
4,077
– – 0.07% 174
2022
Q2 		$294K Hold
4,077
– – 0.06% 186
2022
Q1 		$319K Hold
4,077
– – 0.06% 187
2021
Q4 		$341K Hold
4,077
– – 0.06% 183
2021
Q3 		$330K Hold
4,077
– – 0.06% 187
2021
Q2 		$316K Sell
4,077
-1,930
-32% -$155K 0.06% 181
2021
Q1 		$497K Buy
6,007
+2,596
+76% +$204K 0.1% 148
2020
Q4 		$241K Buy
+3,411
New +$216K 0.05% 188
2020
Q3 		– Sell
-3,411
Closed -$221K – 224
2020
Q2 		$221K Sell
3,411
-1,145
-25% -$74.7K 0.05% 179
2020
Q1 		$327K Hold
4,556
– – 0.09% 112
2019
Q4 		$417K Hold
4,556
– – 0.09% 114
2019
Q3 		$370K Sell
4,556
-326
-7% -$26.1K 0.09% 110
2019
Q2 		$398K Buy
+4,882
New +$387K 0.11% 101

Other funds holding TMP

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
CPIA
Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return
WCM
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
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
JWBC
J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return