Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BAY COLONY ADVISORY GROUP INC D/B/A BAY COLONY ADVISORS | 07-24-2024 | 06-30-2024 | 424 | 598,883,614 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KEURIG DR PEPPER INC | COM | 451 | $275,040 | 8,235 | 0.00 | 8,235 | +Inf | 06-30-2024 | |
| APPLIED MATLS INC | COM | 452 | $273,426 | 1,159 | 0.00 | 0.00 | -19 | -1.61 | 06-30-2024 |
| ARBOR REALTY TRUST INC | COM | 453 | $272,669 | 19,001 | 0.00 | 0.00 | 435 | 2.34 | 06-30-2024 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 454 | $272,401 | 7,504 | 0.00 | 7,504 | +Inf | 06-30-2024 |
