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Portland General Electric
POR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
251
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K – – –
CAM
252
CenterStar Asset Management
Illinois
$54K – – –
MSFP
253
Mark Sheptoff Financial Planning
Connecticut
$53K – – –
AF
254
Allworth Financial
California
$50K +$58.8K +1,050 New
ST
255
Smithfield Trust
Pennsylvania
$49K -$68.3K -1,219 -54%
HPC
256
HM Payson & Co
Maine
$48K – – –
HNB
257
Huntington National Bank
Ohio
$48K – – –
BGIM
258
Brandywine Global Investment Management
Pennsylvania
$45K +$39.4K +703 +312%
NIT
259
NumerixS Investment Technologies
British Columbia, Canada
$41K -$64.4K -1,149 -57%
IAS
260
IMA Advisory Services
Colorado
$38K – – –
CIA
261
ClearBridge Investments (Australia)
Australia
$38K +$1.23K +22 +3%
CIA
262
Cascade Investment Advisors
Oregon
$34.9K – – –
FMT
263
First Mercantile Trust
Tennessee
$34K +$4.26K +76 +12%
PHK
264
Point72 Hong Kong
Hong Kong
$29K -$95.1K -1,698 -74%
FHA
265
Flagship Harbor Advisors
Massachusetts
$29K +$3.59K +64 +12%
RWA
266
Ropes Wealth Advisors
Massachusetts
$24K – – –
SIM
267
Sonora Investment Management
Arizona
$24K – – –
IA
268
IFP Advisors
Florida
$24K +$1.18K +21 +4%
TSW
269
Thompson Siegel & Walmsley
Virginia
$23K -$1.37M -24,413 -98%
PCG
270
Private Capital Group
Connecticut
$23K – – –
SPIA
271
Steward Partners Investment Advisory
New York
$23K – – –
LMAM
272
Legg Mason Asset Management
Japan
$22K +$2.8K +50 +12%
TRCT
273
Tower Research Capital (TRC)
New York
$21K -$91.7K -1,637 -79%
BCA
274
Berman Capital Advisors
Georgia
$21K +$1.06K +19 +4%
GRP
275
Global Retirement Partners
California
$20K – – –
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