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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 151 | $712,725 | 7,541 | 0.00 | 0.21 | -55 | -0.72 | 12-31-2022 |
| ISHARES TR | CORE S&P MCP ETF | 152 | $708,596 | 2,929 | 0.00 | 0.15 | 580 | 24.69 | 12-31-2022 |
| THERMO FISHER SCIENTIFIC INC | COM | 153 | $692,408 | 1,257 | 0.00 | 0.18 | 70 | 5.90 | 12-31-2022 |
| NEXTERA ENERGY INC | COM | 154 | $687,706 | 8,226 | 0.00 | 0.19 | -80 | -0.96 | 12-31-2022 |
