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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 201 | $483,607 | 6,732 | 0.00 | 0.14 | 1 | 0.01 | 12-31-2022 |
| VANGUARD WORLD FDS | INF TECH ETF | 202 | $483,354 | 1,513 | 0.00 | 0.13 | 121 | 8.69 | 12-31-2022 |
| DOUBLELINE INCOME SOLUTIONS | COM | 203 | $478,018 | 43,104 | 0.00 | 0.14 | 902 | 2.14 | 12-31-2022 |
| PTC INC | COM | 204 | $477,159 | 3,975 | 0.00 | 0.12 | 100 | 2.58 | 12-31-2022 |
