Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Tompkins Financial TMP Stock Holding History

Wealth Enhancement Advisory Services’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	$2.5M	Buy	27,379 +904	+3%	+$77.9K	﹤0.01%	1421
2026 Q1	$2.13M	Sell	26,475 -4,922	-16%	-$383K	﹤0.01%	1363
2025 Q4	$2.29M	Sell	31,397 -2,066	-6%	-$142K	﹤0.01%	1442
2025 Q3	$2.19M	Buy	33,463 +667	+2%	+$44.7K	﹤0.01%	1380
2025 Q2	$2.19M	Sell	32,796 -433	-1%	-$26.4K	﹤0.01%	1313
2025 Q1	$2.09M	Sell	33,229 -1,831	-5%	-$123K	﹤0.01%	1223
2024 Q4	$2.38M	Buy	35,060 +692	+2%	+$48K	﹤0.01%	1093
2024 Q3	$1.99M	Sell	34,368 -854	-2%	-$48.8K	﹤0.01%	1053
2024 Q2	$1.72M	Sell	35,222 -581	-2%	-$26.8K	﹤0.01%	1051
2024 Q1	$1.8M	Buy	35,803 +575	+2%	+$29.2K	﹤0.01%	987
2023 Q4	$2.12M	Sell	35,228 -1,081	-3%	-$58.7K	0.01%	876
2023 Q3	$1.78M	Buy	+36,309	New	+$1.97M	0.01%	897

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

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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return