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Portland General Electric

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
251
Mark Sheptoff Financial Planning
Connecticut
$47K -$90.5K -2,200 -67%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$46K -$45.8K -1,113 -51%
HNB
253
Huntington National Bank
Ohio
$46K – – –
JA
254
JOYN Advisors
Georgia
$39K -$58.3K -1,418 -61%
Loomis, Sayles & Company
255
Loomis, Sayles & Company
Massachusetts
$37K -$823 -20 -2%
CIA
256
Cascade Investment Advisors
Oregon
$36.4K +$35.1K +852 New
BGIM
257
Brandywine Global Investment Management
Pennsylvania
$35K +$23.9K +580 +258%
ICM
258
IMS Capital Management
Oregon
$34K +$33.1K +804 New
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$32K +$30.4K +739 New
DekaBank Deutsche Girozentrale
260
DekaBank Deutsche Girozentrale
Germany
$30K – – –
IA
261
IFP Advisors
Florida
$26K -$90.2K -2,193 -78%
RWA
262
Ropes Wealth Advisors
Massachusetts
$21K – – –
SIM
263
Sonora Investment Management
Arizona
$21K – – –
PCG
264
Private Capital Group
Connecticut
$18K – – –
OIA
265
OneDigital Investment Advisors
Kansas
$17K – – –
Simplex Trading
266
Simplex Trading
Illinois
$14K +$13.8K +335 New
FHA
267
Flagship Harbor Advisors
Massachusetts
$13K +$12.6K +307 New
NSIM
268
North Star Investment Management
Illinois
$10K – – –
VCM
269
Versant Capital Management
Arizona
$10K +$823 +20 +9%
LF
270
Lee Financial
Texas
$9K – – –
LFA
271
Legacy Financial Advisors
Kentucky
$9K – – –
PFBT
272
Parkside Financial Bank & Trust
Missouri
$9K +$329 +8 +4%
SIAS
273
Shine Investment Advisory Services
Colorado
$8K – – –
PAI
274
Pittenger & Anderson Inc
Nebraska
$7K – – –
AssetMark Inc
275
AssetMark Inc
California
$7K +$741 +18 +12%