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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHLUMBERGER LTD | COM STK | 301 | $323,433 | 6,050 | 0.00 | 0.06 | 0 | 0.00 | 12-31-2022 |
| TELUS CORPORATION | COM | 302 | $316,665 | 16,399 | 0.00 | 16,399 | +Inf | 12-31-2022 | |
| CROWDSTRIKE HLDGS INC | CL A | 303 | $313,659 | 2,979 | 0.00 | 0.14 | 170 | 6.05 | 12-31-2022 |
| META PLATFORMS INC | CL A | 304 | $312,282 | 2,595 | 0.00 | 0.10 | 119 | 4.81 | 12-31-2022 |
