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 |
|---|---|---|---|---|---|---|---|---|---|
| TORTOISE ENERGY INDEPENDENC | COM | 451 | $224,486 | 7,703 | 0.00 | 7,703 | +Inf | 12-31-2022 | |
| GAMCO GLOBAL GOLD NAT RES & | COM SH BEN INT | 452 | $223,572 | 61,590 | 0.00 | 0.06 | 1,424 | 2.37 | 12-31-2022 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 453 | $223,082 | 6,102 | 0.00 | 6,102 | +Inf | 12-31-2022 | |
| FIDELITY COVINGTON TRUST | STOCK FOR INFL | 454 | $222,474 | 7,188 | 0.00 | 0.06 | -381 | -5.03 | 12-31-2022 |
