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 |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 51 | $1,931,585 | 10,692 | 0.00 | 0.57 | -975 | -8.36 | 12-31-2022 |
| MCDONALDS CORP | COM | 52 | $1,889,337 | 7,169 | 0.00 | 0.42 | 997 | 16.15 | 12-31-2022 |
| LOCKHEED MARTIN CORP | COM | 53 | $1,888,039 | 3,881 | 0.00 | 0.44 | 85 | 2.24 | 12-31-2022 |
| UNITEDHEALTH GROUP INC | COM | 54 | $1,861,552 | 3,511 | 0.00 | 0.51 | 104 | 3.05 | 12-31-2022 |
