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 |
|---|---|---|---|---|---|---|---|---|---|
| DEVON ENERGY CORP NEW | COM | 351 | $277,321 | 4,509 | 0.00 | 0.08 | -102 | -2.21 | 12-31-2022 |
| GSK PLC | SPONSORED ADR | 352 | $274,561 | 7,813 | 0.00 | 7,813 | +Inf | 12-31-2022 | |
| VENTAS INC | COM | 353 | $274,039 | 6,083 | 0.00 | 0.07 | -130 | -2.09 | 12-31-2022 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 354 | $273,265 | 3,313 | 0.00 | 0.07 | 492 | 17.44 | 12-31-2022 |
