Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BAY COLONY ADVISORY GROUP INC D/B/A BAY COLONY ADVISORS | 02-01-2023 | 12-31-2022 | 349 | 379,096,930 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 101 | $1,117,580 | 60,705 | 0.00 | 0.28 | -343 | -0.56 | 12-31-2022 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 102 | $1,111,539 | 7,000 | 0.00 | 0.29 | 106 | 1.54 | 12-31-2022 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 103 | $1,084,667 | 14,359 | 0.00 | 0.29 | -512 | -3.44 | 12-31-2022 |
| ALPS ETF TR | ALERIAN MLP | 104 | $1,079,892 | 28,366 | 0.00 | 0.33 | -1,846 | -6.11 | 12-31-2022 |
