HOWE & RUSLING INC

Position in TMP — Tompkins Financial Corp

CIK 769963 ROCHESTER, NY

Position in TMP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$202,083

-$9,604 QoQ

Shares Held

2,138

-26.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#153

of 219 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Financial Services · as of Jun 30, 2026

HOWE & RUSLING INC holds $4,906,820 across 7 Banks - Regional names. TMP ranks #7 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	7,001	$1,666,308
2	USB	US Bancorp De	19,333	$1,167,713
3	TFC	Truist Financial Corp	12,118	$603,718
4	NBTB	Nbt Bancorp Inc	11,485	$567,014
5	LOB	Live Oak Bancshares, Inc.	10,541	$430,494
6	EFSI	Eagle Financial Services Inc	6,500	$269,490
7	TMP	Tompkins Financial Corp This page	2,138	$202,083

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,083	2,138	-26.7%	Shares	Sole	2026-08-10
2022-09-30	$211,687	2,915	0.0%	Shares	Sole	2022-11-14
2022-06-30	$210,171	2,915	0.0%	Shares	Sole	2022-08-15
2022-03-31	$228,157	2,915	0.0%	Shares	Sole	2022-05-10
2021-12-31	$243,635	2,915	0.0%	Shares	Sole	2022-02-14
2021-09-30	$235,852	2,915	0.0%	Shares	Sole	2021-11-15
2021-06-30	$226,087	2,915	0.0%	Shares	Sole	2021-08-13
2021-03-31	$241,070	2,915	0.0%	Shares	Sole	2021-05-13
2020-12-31	$205,799	2,915	0.0%	Shares	Sole	2021-02-08
2020-09-30	$165,601	2,915	0.0%	Shares	Sole	2020-11-06
2020-06-30	$188,804	2,915	0.0%	Shares	Sole	2020-07-15
2020-03-31	$209,297	2,915	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.