0001999371-24-004577.txt : 20240408 0001999371-24-004577.hdr.sgml : 20240408 20240408151833 ACCESSION NUMBER: 0001999371-24-004577 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240408 DATE AS OF CHANGE: 20240408 EFFECTIVENESS DATE: 20240408 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TOMPKINS FINANCIAL CORP CENTRAL INDEX KEY: 0001005817 STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022] ORGANIZATION NAME: 02 Finance IRS NUMBER: 161482357 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05097 FILM NUMBER: 24829377 BUSINESS ADDRESS: STREET 1: 118 E SENECA STREET STREET 2: P.O. BOX 460 CITY: ITHACA STATE: NY ZIP: 14850 BUSINESS PHONE: 607-274-2078 MAIL ADDRESS: STREET 1: 118 E. SENECA STREET STREET 2: PO BOX 460 CITY: ITHACA STATE: NY ZIP: 14850 FORMER COMPANY: FORMER CONFORMED NAME: TOMPKINS TRUSTCO INC DATE OF NAME CHANGE: 19990512 FORMER COMPANY: FORMER CONFORMED NAME: TOMPKINS COUNTY TRUSTCO INC DATE OF NAME CHANGE: 19960117 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001005817 XXXXXXXX 03-31-2024 03-31-2024 false TOMPKINS FINANCIAL CORP
118 E. Seneca Street PO Box 460 Ithaca NY 14850
13F HOLDINGS REPORT 028-05097 028-05097 N
Lisa Donnelly Trust Operations Manager 607-274-7443 /s/ Lisa Donnelly, Trust Operations Manager Ithica NY 04-08-2024 0 840 884260910
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46432F842 265262 3574 SH SOLE 3574 0 0 ISHARES GOLD TRUST ISHARES NEW 464285204 61041 1453 SH SOLE 1453 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 776703 10958 SH SOLE 10958 0 0 ISHARES TRUST TIPS BD ETF 464287176 13748 128 SH DFND 0 0 128 ISHARES TRUST GLOBAL TECH ETF 464287291 336645 4500 SH DFND 4500 0 0 ISHARES TRUST GLOBAL TECH ETF 464287291 273805 3660 SH SOLE 3660 0 0 ISHARES TRUST 1 3 YR TREAS BD 464287457 429263 5249 SH DFND 5249 0 0 ISHARES TRUST 1 3 YR TREAS BD 464287457 4284045 52385 SH SOLE 51530 0 855 ISHARES TRUST GL TIMB FORE ETF 464288174 42190 500 SH DFND 500 0 0 ISHARES TRUST GL CLEAN ENE ETF 464288224 71298 5100 SH SOLE 5100 0 0 ISHARES TRUST IBOXX HI YD ETF 464288513 2410 31 SH SOLE 31 0 0 ISHARES/USA NATIONAL MUN ETF 464288414 726300 6750 SH DFND 0 0 6750 ISHARES/USA NATIONAL MUN ETF 464288414 209282 1945 SH SOLE 1945 0 0 ITRON INC COM 465741106 32382 350 SH DFND 300 0 50 ITT Inc COM 45073V108 1360 10 SH DFND 0 0 10 Ingevity Corp COM 45688C107 71550 1500 SH DFND 0 0 1500 Instructure Holdings Inc COM 457790103 6414 300 SH DFND 300 0 0 Intel Corp COM 458140100 764097 17299 SH DFND 2349 0 14950 Intel Corp COM 458140100 1333360 30187 SH SOLE 27182 0 3005 International Paper Co COM 460146103 79991 2050 SH DFND 0 0 2050 International Paper Co COM 460146103 50726 1300 SH SOLE 1300 0 0 Interpublic Group of Cos Inc/T COM 460690100 89733 2750 SH DFND 0 0 2750 Intuitive Surgical Inc COM NEW 46120E602 13569 34 SH DFND 25 0 9 Intuitive Surgical Inc COM NEW 46120E602 7744341 19405 SH SOLE 18818 0 587 Invesco ETFs/USA UNIT SER 1 46090E103 695764 1567 SH DFND 0 0 1567 Invesco ETFs/USA UNIT SER 1 46090E103 242873 547 SH SOLE 547 0 0 Invesco ETFs/USA OPTIMUM YIELD 46090F100 5395 389 SH SOLE 389 0 0 Invesco ETFs/USA INDIA ETF 46137R109 64152 2400 SH DFND 2400 0 0 Invesco ETFs/USA WILDERHIL CLAN 46137V134 2305 100 SH DFND 100 0 0 Invesco ETFs/USA S&P500 EQL HLT 46137V332 31790 1000 SH DFND 1000 0 0 Invesco ETFs/USA S&P500 EQL ENR 46137V365 99696 1200 SH DFND 1200 0 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SH DFND 0 0 12000 JP Morgan ETFs/USA NASDAQ EQT PREM 46654Q203 10848 200 SH DFND 0 0 200 JPMorgan Chase & Co COM 46625H100 834250 4165 SH DFND 1641 0 2524 JPMorgan Chase & Co COM 46625H100 15001669 74896 SH SOLE 72412 0 2484 Jacobs Solutions Inc COM 46982L108 8301 54 SH SOLE 54 0 0 Johnson & Johnson COM 478160104 2038595 12887 SH DFND 1853 0 11034 Johnson & Johnson COM 478160104 3377515 21351 SH SOLE 20951 0 400 Johnson Controls International SHS G51502105 13978 214 SH DFND 0 0 214 Johnson Controls International SHS G51502105 3593 55 SH SOLE 55 0 0 KIMBERLY-CLARK CP COM 494368103 310569 2401 SH DFND 0 0 2401 KIMBERLY-CLARK CP COM 494368103 6816098 52695 SH SOLE 51797 0 898 KIMCO REALTY COM 49446R109 17649 900 SH DFND 0 0 900 KLA Corp COM NEW 482480100 117360 168 SH SOLE 168 0 0 KNIFE RIV HOL CO. COMMON STOCK 498894104 42567 525 SH DFND 525 0 0 Kellanova COM 487836108 2750 48 SH DFND 0 0 48 Kellanova COM 487836108 74477 1300 SH SOLE 1300 0 0 Keysight Technologies Inc COM 49338L103 669932 4284 SH SOLE 4284 0 0 Kinder Morgan Inc COM 49456B101 36680 2000 SH DFND 0 0 2000 Kinder Morgan Inc COM 49456B101 1577 86 SH SOLE 86 0 0 Kingdom of Norway Ministry of SPONSORED ADR 29446M102 2703 100 SH DFND 100 0 0 Kraft Heinz Co/The COM 500754106 29151 790 SH DFND 0 0 790 KraneShares ETFs/USA QUADRTC INT RT 500767736 21392 1130 SH DFND 0 0 1130 Kyndryl Holdings Inc COMMON STOCK 50155Q100 14188 652 SH DFND 0 0 652 Kyndryl Holdings Inc COMMON STOCK 50155Q100 870 40 SH SOLE 40 0 0 L3Harris Technologies Inc COM 502431109 91633 430 SH DFND 0 0 430 LEAP THERAPEUTICS INC COM NEW 52187K200 319 120 SH DFND 120 0 0 LOWE'S COS INC COM 548661107 240210 943 SH DFND 248 0 695 LOWE'S COS INC COM 548661107 1105019 4338 SH SOLE 2110 0 2228 LULULEMON ATHLETIC COM 550021109 54691 140 SH DFND 0 0 140 Laboratory Corp of America Hol COM NEW 50540R409 218460 1000 SH DFND 0 0 1000 Laboratory Corp of America Hol COM NEW 50540R409 1311 6 SH SOLE 6 0 0 Lamar Advertising Co CL A 512816109 716 6 SH SOLE 6 0 0 Lamb Weston Holdings Inc COM 513272104 28337 266 SH DFND 0 0 266 Leggett & Platt Inc COM 524660107 15320 800 SH DFND 800 0 0 Linde PLC SHS G54950103 132796 286 SH DFND 0 0 286 Linde PLC SHS G54950103 53861 116 SH SOLE 116 0 0 Lindsay Corp COM 535555106 58830 500 SH DFND 500 0 0 Listed Funds Trust ROUNDHILL SPORTS 53656F789 7141 400 SH DFND 400 0 0 Lockheed Martin Corp COM 539830109 20924 46 SH DFND 0 0 46 Lockheed Martin Corp COM 539830109 31841 70 SH SOLE 70 0 0 Loews Corp COM 126117100 27252 600 SH DFND 0 0 600 Lumentum Holdings Inc COM 55024U109 14205 300 SH DFND 200 0 100 M&T Bank Corp COM 55261F104 75338 518 SH DFND 0 0 518 M&T Bank Corp COM 55261F104 137150 943 SH SOLE 943 0 0 MARATHON OIL CORP COM 565849106 55943 1974 SH DFND 0 0 1974 MARSH & MCLENNAN COM 571748102 127296 618 SH SOLE 618 0 0 MARTIN MARIETTA M. COM 573284106 15349 25 SH SOLE 25 0 0 MASTERCARD INC CL A 57636Q104 134358 279 SH DFND 112 0 167 MASTERCARD INC CL A 57636Q104 10485224 21773 SH SOLE 21108 0 665 MATTEL INC COM 577081102 1981 100 SH DFND 0 0 100 MCDONALD'S CORP COM 580135101 1768672 6273 SH DFND 526 0 5747 MCDONALD'S CORP COM 580135101 11267850 39964 SH SOLE 39423 0 541 MCKESSON CORP COM 58155Q103 459007 855 SH SOLE 630 0 225 MDC Holdings Inc COM 552676108 41521 660 SH DFND 0 0 660 MDU RES GROUP INC COM 552690109 68040 2700 SH DFND 2700 0 0 MDU RES GROUP INC COM 552690109 42941 1704 SH SOLE 1704 0 0 MICROSOFT CORP COM 594918104 9853262 23420 SH DFND 1032 0 22388 MICROSOFT CORP COM 594918104 36610213 87018 SH SOLE 83071 0 3947 MOLSON COORS BREWING CO CL B 60871R209 100875 1500 SH DFND 0 0 1500 MOODYS CORP COM 615369105 58955 150 SH DFND 150 0 0 MORGAN STANLEY COM NEW 617446448 94160 1000 SH DFND 0 0 1000 MSC Industrial Direct Co Inc CL A 553530106 155264 1600 SH DFND 0 0 1600 MYRIAD GENETICS IN COM 62855J104 17909 840 SH SOLE 840 0 0 Macerich Co/The COM 554382101 121385 7045 SH DFND 0 0 7045 Marathon Petroleum Corp COM 56585A102 327236 1624 SH DFND 0 0 1624 Marathon Petroleum Corp COM 56585A102 10277 51 SH SOLE 51 0 0 Marriott International Inc/MD CL A 571903202 247011 979 SH SOLE 979 0 0 Masco Corp COM 574599106 276080 3500 SH DFND 0 0 3500 Medtronic PLC SHS G5960L103 146063 1676 SH DFND 0 0 1676 Medtronic PLC SHS G5960L103 34250 393 SH SOLE 393 0 0 Merck & Co Inc COM 58933Y105 665556 5044 SH DFND 1126 0 3918 Merck & Co Inc COM 58933Y105 12438399 94266 SH SOLE 92676 0 1590 MetLife Inc COM 59156R108 111165 1500 SH DFND 0 0 1500 MetLife Inc COM 59156R108 18602 251 SH SOLE 251 0 0 Meta Platforms Inc CL A 30303M102 102457 211 SH DFND 36 0 175 Meta Platforms Inc CL A 30303M102 236963 488 SH SOLE 488 0 0 Microchip Technology Inc COM 595017104 294249 3280 SH DFND 0 0 3280 Microchip Technology Inc COM 595017104 327352 3649 SH SOLE 3649 0 0 Micron Technology Inc COM 595112103 4126 35 SH DFND 0 0 35 Moderna Inc COM 60770K107 1066 10 SH DFND 0 0 10 Mondelez International Inc CL A 609207105 133630 1909 SH DFND 0 0 1909 Mondelez International Inc CL A 609207105 126000 1800 SH SOLE 1800 0 0 Monroe Capital Corp COM 610335101 62726 8712 SH DFND 0 0 8712 NBT Bancorp Inc COM 628778102 1198446 32673 SH DFND 0 0 32673 NBT Bancorp Inc COM 628778102 402013 10960 SH SOLE 10960 0 0 NET Lease Office Properties None 64110Y108 6307 265 SH SOLE 265 0 0 NEXTERA ENERGY COM 65339F101 136384 2134 SH DFND 0 0 2134 NEXTERA ENERGY COM 65339F101 453314 7093 SH SOLE 7093 0 0 NIKE INC CL B 654106103 202997 2160 SH DFND 0 0 2160 NIKE INC CL B 654106103 348854 3712 SH SOLE 2412 0 1300 NORTHERN TRUST CORP COM 665859104 88920 1000 SH DFND 0 0 1000 NVIDIA Corp COM 67066G104 18071 20 SH DFND 0 0 20 NVIDIA Corp COM 67066G104 20939099 23174 SH SOLE 21160 0 2014 National Amusements Inc CLASS B COM 92556H206 306 26 SH DFND 0 0 26 National Fuel Gas Co COM 636180101 680794 12673 SH SOLE 12673 0 0 Neos ETF Trust NEOS S&P 500 HI 78433H303 10072 200 SH DFND 0 0 200 New Jersey Resources Corp COM 646025106 12873 300 SH DFND 300 0 0 New York Times Co/The CL A 650111107 9725 225 SH SOLE 225 0 0 Nokia Oyj SPONSORED ADR 654902204 708 200 SH SOLE 200 0 0 Norfolk Southern Corp COM 655844108 165666 650 SH SOLE 650 0 0 Novartis AG SPONSORED ADR 66987V109 175081 1810 SH DFND 1250 0 560 Novartis AG SPONSORED ADR 66987V109 112497 1163 SH SOLE 1163 0 0 Novocure Ltd ORD SHS G6674U108 1563 100 SH DFND 0 0 100 Nucor Corp COM 670346105 9895 50 SH DFND 0 0 50 Nucor Corp COM 670346105 20582 104 SH SOLE 104 0 0 Nuveen Closed-End Funds/USA COM 67066X107 115030 10505 SH SOLE 10505 0 0 OCCIDENTAL PETROLEUM CORP *W EXP 08/03/202 674599162 10090 234 SH DFND 0 0 234 OGE Energy Corp COM 670837103 24010 700 SH DFND 600 0 100 OMNICOM GROUP INC COM 681919106 142140 1469 SH DFND 0 0 1469 OMNICOM GROUP INC COM 681919106 5612 58 SH SOLE 58 0 0 ORACLE CORP COM 68389X105 297319 2367 SH DFND 2367 0 0 ORACLE CORP COM 68389X105 1153100 9180 SH SOLE 6705 0 2475 Occidental Petroleum Corp COM 674599105 121921 1876 SH DFND 0 0 1876 OceanFirst Financial Corp COM 675234108 19692 1200 SH DFND 1200 0 0 Organon & Co COMMON STOCK 68622V106 44876 2387 SH DFND 0 0 2387 Organon & Co COMMON STOCK 68622V106 470 25 SH SOLE 25 0 0 Otis Worldwide Corp COM 68902V107 11615 117 SH DFND 0 0 117 Otis Worldwide Corp COM 68902V107 9927 100 SH SOLE 100 0 0 Ovintiv Inc COM 69047Q102 15259 294 SH DFND 0 0 294 Owens & Minor Inc COM 690732102 1386 50 SH DFND 0 0 50 Oxford Lane Closed End Funds/U COM 691543102 81280 16000 SH DFND 0 0 16000 PARKER-HANNIFIN COM 701094104 1112 2 SH SOLE 2 0 0 PEPSICO INC COM 713448108 958355 5476 SH DFND 1139 0 4337 PEPSICO INC COM 713448108 9791634 55949 SH SOLE 54519 0 1430 PG&E CORP COM 69331C108 5028 300 SH DFND 0 0 300 PHILIP MORRIS INTL COM 718172109 416871 4550 SH DFND 0 0 4550 PHILIP MORRIS INTL COM 718172109 180400 1969 SH SOLE 1969 0 0 PIMCO Funds/Closed-End/USA COM BEN SHS 69355M107 13499 1025 SH DFND 0 0 1025 PIMCO Funds/Closed-End/USA SHS 72201Y101 17940 930 SH DFND 0 0 930 PNC Financial Services Group I COM 693475105 409494 2534 SH DFND 0 0 2534 PNC Financial Services Group I COM 693475105 808 5 SH SOLE 5 0 0 PPG Industries Inc COM 693506107 221407 1528 SH DFND 626 0 902 PPG Industries Inc COM 693506107 26372 182 SH SOLE 182 0 0 PPL CORP COM 69351T106 5506 200 SH SOLE 200 0 0 PRUDENTIAL FINL COM 744320102 8570 73 SH DFND 0 0 73 PRUDENTIAL FINL COM 744320102 2465 21 SH SOLE 21 0 0 Pacific Biosciences of Califor COM 69404D108 469 125 SH SOLE 125 0 0 Pacific Investment Management Co LLC COM 72201B101 12640 850 SH DFND 0 0 850 Pacific Investment Management Co LLC SHS BENFIN INT 72203T100 10618 675 SH DFND 0 0 675 Palantir Technologies Inc CL A 69608A108 11505 500 SH SOLE 500 0 0 PayPal Holdings Inc COM 70450Y103 27533 411 SH DFND 363 0 48 PayPal Holdings Inc COM 70450Y103 42941 641 SH SOLE 641 0 0 Paychex Inc COM 704326107 187638 1528 SH DFND 0 0 1528 Paychex Inc COM 704326107 1365413 11119 SH SOLE 11119 0 0 Perrigo Co PLC SHS G97822103 16900 525 SH SOLE 525 0 0 Pfizer Inc COM 717081103 846791 30515 SH DFND 4400 0 26115 Pfizer Inc COM 717081103 436202 15719 SH SOLE 15719 0 0 Phillips 66 COM 718546104 203195 1244 SH DFND 0 0 1244 Pimco ETFs/USA ACTIVE BD ETF 72201R775 37387 407 SH SOLE 407 0 0 Plug Power Inc COM NEW 72919P202 413 120 SH DFND 0 0 120 Plug Power Inc COM NEW 72919P202 516 150 SH SOLE 150 0 0 Portland General Electric Co COM NEW 736508847 25200 600 SH DFND 600 0 0 ProShare Advisors LLC S&P 500 DV ARIST 74348A467 2028 20 SH DFND 0 0 20 Procter & Gamble Co/The COM 742718109 6058415 37340 SH DFND 0 0 37340 Procter & Gamble Co/The COM 742718109 2263225 13949 SH SOLE 12924 0 1025 Prologis Inc COM 74340W103 1563 12 SH SOLE 12 0 0 Public Service Enterprise Grou COM 744573106 73191 1096 SH DFND 98 0 998 Public Service Enterprise Grou COM 744573106 8853359 132575 SH SOLE 130998 0 1577 Public Storage COM 74460D109 24655 85 SH DFND 81 0 4 Public Storage COM 74460D109 7006979 24157 SH SOLE 23777 0 380 QUALCOMM Inc COM 747525103 448645 2650 SH DFND 0 0 2650 QUALCOMM Inc COM 747525103 1185 7 SH SOLE 7 0 0 Quest Diagnostics Inc COM 74834L100 6922 52 SH SOLE 52 0 0 REALTY INCOME CORP COM 756109104 94675 1750 SH DFND 0 0 1750 RESTAURANT BRANDS INTERNATIONA COM 76131D103 79450 1000 SH DFND 0 0 1000 RLJ LODGING TRUST CUM CONV PFD A 74965L200 6123 250 SH DFND 0 0 250 RMR Group Inc/The CL A 74967R106 1176 49 SH DFND 0 0 49 ROBLOX Corp CL A 771049103 3818 100 SH SOLE 100 0 0 ROCKWELL AUTOMATION COM 773903109 150326 516 SH DFND 316 0 200 ROCKWELL AUTOMATION COM 773903109 7283 25 SH SOLE 25 0 0 RTX Corp COM 75513E101 469509 4814 SH DFND 817 0 3997 RTX Corp COM 75513E101 22432 230 SH SOLE 230 0 0 Ralph Lauren Corp CL A 751212101 152086 810 SH DFND 0 0 810 Regency Centers Corp COM 758849103 88418 1460 SH DFND 0 0 1460 Resideo Technologies Inc COM 76118Y104 135 6 SH SOLE 6 0 0 Rio Tinto PLC SPONSORED ADR 767204100 152976 2400 SH DFND 0 0 2400 Rivian Automotive Inc COM CL A 76954A103 164 15 SH DFND 0 0 15 Rivian Automotive Inc COM CL A 76954A103 1916 175 SH SOLE 175 0 0 Royal Bank of Canada COM 780087102 242112 2400 SH DFND 0 0 2400 S&P Global Inc COM 78409V104 119126 280 SH SOLE 280 0 0 SACHEM CAPITAL CORP COM 78590A109 12577 2820 SH DFND 0 0 2820 SALESFORCE.COM INC COM 79466L302 171974 571 SH DFND 21 0 550 SANDSTORM GOLD LTD COM NEW 80013R206 6300 1200 SH DFND 0 0 1200 SELECT SECTOR SPDR SBI MATERIALS 81369Y100 9289 100 SH SOLE 100 0 0 SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 37080 251 SH SOLE 251 0 0 SELECT SECTOR SPDR SBI CONS STPLS 81369Y308 124696 1633 SH SOLE 1633 0 0 SELECT SECTOR SPDR SBI CONS DISCR 81369Y407 58293 317 SH SOLE 317 0 0 SELECT SECTOR SPDR ENERGY 81369Y506 113292 1200 SH DFND 1200 0 0 SELECT SECTOR SPDR ENERGY 81369Y506 4721 50 SH SOLE 50 0 0 SELECT SECTOR SPDR FINANCIAL 81369Y605 65876 1564 SH SOLE 1564 0 0 SELECT SECTOR SPDR TECHNOLOGY 81369Y803 1782791 8560 SH DFND 400 0 8160 SELECT SECTOR SPDR TECHNOLOGY 81369Y803 10622 51 SH SOLE 51 0 0 SELECT SECTOR SPDR SBI INT-UTILS 81369Y886 2298 35 SH SOLE 35 0 0 SMUCKER(JM)CO COM NEW 832696405 29579 235 SH DFND 0 0 235 SNAP INC CL A 83304A106 115 10 SH DFND 0 0 10 SPDR DOW JONES IND UT SER 1 78467X109 1067986 2685 SH DFND 0 0 2685 SPDR GOLD TRUST GOLD SHS 78463V107 10286 50 SH SOLE 50 0 0 SPDR SERIES TRUST BBG CONV SEC ETF 78464A359 95536 1308 SH SOLE 1308 0 0 SPDR SERIES TRUST DJ REIT ETF 78464A607 18850 200 SH DFND 200 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 90504 1800 SH SOLE 1800 0 0 SPROTT ASSET MANAGEMENT LP/CAN UNIT 85207H104 743900 43000 SH DFND 43000 0 0 SSGA FUNDS MANAGEMENT INC NYSE TECH ETF 78464A102 91194 500 SH DFND 500 0 0 SSGA FUNDS MANAGEMENT INC PRTFLO S&P500 VL 78464A508 852 17 SH DFND 0 0 17 SSGA FUNDS MANAGEMENT INC PRTFLO S&P500 VL 78464A508 852 17 SH SOLE 17 0 0 SSGA FUNDS MANAGEMENT INC PORTFOLIO S&P400 78464A847 31471 590 SH SOLE 590 0 0 SSGA FUNDS MANAGEMENT INC BLOOMBERG SHT TE 78468R408 51726 2051 SH SOLE 2051 0 0 SSGA FUNDS 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1106 SH SOLE 1106 0 0 Selective Insurance Group Inc COM 816300107 156986 1438 SH SOLE 1438 0 0 Shake Shack Inc CL A 819047101 5202 50 SH DFND 0 0 50 Shell PLC SPON ADS 780259305 216539 3230 SH DFND 0 0 3230 Sherwin-Williams Co/The COM 824348106 3126 9 SH SOLE 9 0 0 Skyworks Solutions Inc COM 83088M102 10832 100 SH DFND 0 0 100 Snap-on Inc COM 833034101 134780 455 SH DFND 0 0 455 Snowflake Inc CL A 833445109 16160 100 SH DFND 100 0 0 Sony Group Corp SPONSORED ADR 835699307 4287 50 SH DFND 0 0 50 Southern Co/The COM 842587107 39816 555 SH DFND 0 0 555 Southern Co/The COM 842587107 138386 1929 SH SOLE 1929 0 0 Sprott Asset Management CEFs TR UNIT 85207K107 518962 62601 SH DFND 62601 0 0 Sprott Asset Management CEFs TR UNIT 85208R101 589860 29000 SH DFND 29000 0 0 Stanley Black & Decker Inc COM 854502101 130247 1330 SH DFND 0 0 1330 Stanley Black & Decker Inc COM 854502101 141313 1443 SH SOLE 1443 0 0 State Street Corp COM 857477103 40980 530 SH DFND 200 0 330 State Street Corp COM 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COMMUNICATION 81369Y852 4981 61 SH SOLE 61 0 0 Stryker Corp COM 863667101 301327 842 SH DFND 524 0 318 Stryker Corp COM 863667101 5666871 15835 SH SOLE 15049 0 786 Summit Materials Inc CL A 86614U100 45283 1016 SH DFND 1016 0 0 Synopsys Inc COM 871607107 4015931 7027 SH SOLE 6594 0 433 Sysco Corp COM 871829107 730620 9000 SH DFND 300 0 8700 Sysco Corp COM 871829107 11690 144 SH SOLE 144 0 0 TE Connectivity Ltd SHS H84989104 31953 220 SH DFND 50 0 170 TEKLA HEALTHCARE SH BEN INT 87911J103 7840 465 SH DFND 0 0 465 TEKLA WORLD HEALTH BEN INT SHS 87911L108 8467 640 SH DFND 0 0 640 TEXAS INSTRUMENTS COM 882508104 374552 2150 SH DFND 0 0 2150 TEXAS INSTRUMENTS COM 882508104 182572 1048 SH SOLE 1048 0 0 TIDEWATER INC *W EXP 11/14/202 88642R174 20 2 SH DFND 0 0 2 TJX Cos Inc/The COM 872540109 176268 1738 SH DFND 90 0 1648 TJX Cos Inc/The COM 872540109 9647578 95125 SH SOLE 90411 0 4714 TORONTO-DOMINION COM NEW 891160509 72456 1200 SH DFND 0 0 1200 TRAVELERS CO INC COM 89417E109 69042 300 SH DFND 0 0 300 TRAVELERS CO INC COM 89417E109 55234 240 SH SOLE 240 0 0 TSMC SPONSORED ADS 874039100 183668 1350 SH DFND 1350 0 0 Target Corp COM 87612E106 340243 1920 SH DFND 0 0 1920 Target Corp COM 87612E106 321636 1815 SH SOLE 1815 0 0 Teradyne Inc COM 880770102 781912 6930 SH SOLE 6930 0 0 Tesla Inc COM 88160R101 201455 1146 SH DFND 0 0 1146 Tesla Inc COM 88160R101 31642 180 SH SOLE 180 0 0 Teva Pharmaceutical Industries SPONSORED ADS 881624209 14816 1050 SH SOLE 1050 0 0 Thermo Fisher Scientific Inc COM 883556102 594578 1023 SH DFND 523 0 500 Thermo Fisher Scientific Inc COM 883556102 330708 569 SH SOLE 569 0 0 Tompkins Financial Corp COM 890110109 35326663 702459 SH DFND 0 0 702459 Tompkins Financial Corp COM 890110109 24009904 477429 SH SOLE 0 0 477429 TriplePoint Venture Growth BDC COM 89677Y100 13746 1450 SH DFND 0 0 1450 Truist Financial Corp COM 89832Q109 117135 3005 SH DFND 0 0 3005 Tyson Foods Inc CL A 902494103 58084 989 SH SOLE 989 0 0 UGI Corp COM 902681105 61939 2524 SH SOLE 2524 0 0 US Bancorp COM NEW 902973304 1833 41 SH SOLE 41 0 0 USA Compression Partners LP COMUNIT LTDPAR 90290N109 13335 500 SH DFND 0 0 500 UTD PARCEL SERV CL B 911312106 144171 970 SH DFND 310 0 660 UTD PARCEL SERV CL B 911312106 7920493 53290 SH SOLE 52347 0 943 Unilever PLC SPON ADR NEW 904767704 5019 100 SH SOLE 100 0 0 Union Pacific Corp COM 907818108 174118 708 SH DFND 0 0 708 Union Pacific Corp COM 907818108 220599 897 SH SOLE 897 0 0 United States Steel Corp COM 912909108 8156 200 SH SOLE 200 0 0 UnitedHealth Group Inc COM 91324P102 494700 1000 SH DFND 0 0 1000 UnitedHealth Group Inc COM 91324P102 335407 678 SH SOLE 678 0 0 Universal Health Services Inc CL B 913903100 114950 630 SH SOLE 630 0 0 Universal Insurance Holdings I COM 91359V107 221427 10897 SH SOLE 10897 0 0 V2X Inc COM 92242T101 47 1 SH DFND 0 0 1 VANECK VECTORS ETF MRNGSTR WDE MOAT 92189F643 72010 801 SH DFND 801 0 0 VANECK VECTORS ETF MRNGSTR WDE MOAT 92189F643 29978054 333460 SH SOLE 333087 0 373 VANECK 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94106L109 12663881 59413 SH SOLE 58440 0 973 WATSCO INC COM 942622200 431970 1000 SH DFND 0 0 1000 WEC Energy Group Inc COM 92939U106 164240 2000 SH DFND 0 0 2000 WEC Energy Group Inc COM 92939U106 154796 1885 SH SOLE 1885 0 0 WELLS FARGO & CO COM 949746101 78246 1350 SH DFND 0 0 1350 WELLS FARGO & CO COM 949746101 143161 2470 SH SOLE 2470 0 0 WESTN DIGITAL CORP COM 958102105 20472 300 SH DFND 0 0 300 WISDOMTREE ETFS/USA US TOTAL DIVIDND 97717W109 85288 1206 SH SOLE 1206 0 0 WISDOMTREE ETFS/USA US HIGH DIVIDEND 97717W208 34231 395 SH DFND 0 0 395 WK Kellogg Co COM SHS 92942W107 226 12 SH DFND 0 0 12 WK Kellogg Co COM SHS 92942W107 6110 325 SH SOLE 325 0 0 WP Carey Inc COM 92936U109 223615 3962 SH SOLE 3962 0 0 WW Grainger Inc COM 384802104 292982 288 SH SOLE 288 0 0 Walgreens Boots Alliance Inc COM 931427108 12732 587 SH DFND 577 0 10 Walmart Inc COM 931142103 1212486 20151 SH DFND 1188 0 18963 Walmart Inc COM 931142103 16251255 270089 SH SOLE 265553 0 4536 Walt Disney Co/The COM 254687106 313853 2565 SH DFND 0 0 2565 Walt Disney Co/The COM 254687106 374055 3057 SH SOLE 1307 0 1750 Warner Bros Discovery Inc COM SER A 934423104 37941 4346 SH DFND 0 0 4346 Warner Bros Discovery Inc COM SER A 934423104 46767 5357 SH SOLE 5357 0 0 Webster Financial Corp COM 947890109 1282552 25262 SH DFND 100 0 25162 West Pharmaceutical Services I COM 955306105 99719 252 SH SOLE 252 0 0 Westinghouse Air Brake Technol COM 929740108 16025 110 SH DFND 0 0 110 Westinghouse Air Brake Technol COM 929740108 146 1 SH SOLE 1 0 0 Westrock Co COM 96145D105 38571 780 SH DFND 0 0 780 Wheaton Precious Metals Corp COM 962879102 11641 247 SH DFND 0 0 247 Whirlpool Corp COM 963320106 45818 383 SH DFND 0 0 383 Willis Towers Watson PLC SHS G96629103 2475 9 SH SOLE 9 0 0 WisdomTree Asset Management Inc US QTLY DIV GRT 97717X669 38095 500 SH DFND 500 0 0 WisdomTree Asset Management Inc EUROPE HEDGED EQ 97717X701 75348 1560 SH DFND 0 0 1560 WisdomTree ETFs/USA EM EX ST-OWNED 97717X578 34616 1175 SH DFND 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Inc COM 465246106 100 400 SH DFND 0 0 400