Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FIELDPOINT PRIVATE SECURITIES LLC 08-05-2022 06-30-2022 1592 344,439,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CVS HEALTH CORP COM Stock 201 $332,000 3,580 0.10 0.09 -571 -13.76 06-30-2022
ISHARES TR LEHMAN SHORT TREA BDFD ETF 202 $328,000 2,975 0.10 0.07 0 0.00 06-30-2022
CUMMINS INC COM Stock 203 $325,000 1,678 0.09 0.08 -107 -5.99 06-30-2022
AUTOZONE INC NEV Stock 204 $325,000 151 0.09 0.08 -43 -22.16 06-30-2022
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