Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FIELDPOINT PRIVATE SECURITIES LLC 05-11-2020 03-31-2020 353 2,593,910,902,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
S&P GLOBAL INC COM Stock 1 $8,905,000 36,341 3.43 2.90 16 0.04 03-31-2020
APPLE INC Stock 2 $7,526,000 29,595 2.90 2.71 -1,991 -6.30 03-31-2020
MICROSOFT Stock 3 $6,975,000 44,224 2.69 1.92 2,639 6.35 03-31-2020
VANGUARD S&P 500 ETF ETF 4 $5,379,000 22,716 2.07 1.29 7,762 51.91 03-31-2020
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