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Portland General Electric

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
251
Next Financial Group
Texas
$9K – – –
PAI
252
Pittenger & Anderson Inc
Nebraska
$8K – – –
SIAS
253
Shine Investment Advisory Services
Colorado
$8K +$8.3K +180 New
HR
254
Howe & Rusling
New York
$7K – – –
ASN
255
Advisory Services Network
Georgia
$6K -$1.89K -41 -25%
UOTTAIMCU
256
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5K – – –
SFSIG
257
San Francisco Sentry Investment Group
California
$5K +$4.61K +100 New
AssetMark Inc
258
AssetMark Inc
California
$4K – – –
FANJ
259
Financial Architects (New Jersey)
New Jersey
$4K – – –
GT
260
Glenmede Trust
Pennsylvania
$4K – – –
OFW
261
Omnia Family Wealth
Florida
$4K – – –
DADC
262
D.A. Davidson & Co
Montana
$4K +$4.61K +100 New
PA
263
Parallel Advisors
California
$3K – – –
QCG
264
Quadrant Capital Group
Ohio
$3K – – –
WAM
265
Wealthspire Advisors (Maryland)
Maryland
$2K -$3K -65 -63%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
William Blair Investment Management
267
William Blair Investment Management
Illinois
– -$20.6M -463,240 Closed
NI
268
Nuance Investments
Missouri
– -$5.54M -124,768 Closed
PI
269
Putnam Investments
Massachusetts
– -$4.66M -104,790 Closed
IMIM
270
Irving Magee Investment Management
Pennsylvania
– -$4.23M -95,313 Closed
SLI
271
Sumitomo Life Insurance
Japan
– -$1.15M -25,819 Closed
Capital Fund Management (CFM)
272
Capital Fund Management (CFM)
France
– -$1.02M -23,000 Closed
MF
273
Magnetar Financial
Illinois
– -$716K -16,127 Closed
VKH
274
Virtu KCG Holdings
New York
– -$668K -15,030 Closed
VEA
275
Virtus ETF Advisers
New York
– -$600K -13,517 Closed