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
ISHARES RUSSELL MIDCAP VALUE INDEX ETF 351 $124,000 1,217 0.04 0.03 0 0.00 06-30-2022
TRAVELERS COMPANIES INC COM Stock 352 $123,000 730 0.04 0.03 -17 -2.28 06-30-2022
LITHIA MOTORS INC-CL A Stock 353 $123,000 448 0.04 0.03 -65 -12.67 06-30-2022
GODADDY INC CL A Stock 354 $123,000 1,767 0.04 0.03 -4 -0.23 06-30-2022
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