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Portland General Electric

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
251
Mark Sheptoff Financial Planning
Connecticut
$47K
AF
252
Allworth Financial
California
$45K
HPC
253
HM Payson & Co
Maine
$43K
HNB
254
Huntington National Bank
Ohio
$43K
PA
255
Parallel Advisors
California
$43K
PO
256
Private Ocean
California
$43K
S
257
SignatureFD
Georgia
$41K +$29.1K +714 +305%
IFAM
258
Institutional & Family Asset Management
Colorado
$35K +$8.35K +205 +34%
IAS
259
IMA Advisory Services
Colorado
$34K
CG
260
Cutler Group
California
$34K +$4.08K +100 +14%
LWCFA
261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K -$15.3K -375 -33%
CIA
262
Cascade Investment Advisors
Oregon
$31.1K
TSW
263
Thompson Siegel & Walmsley
Virginia
$30K
ASN
264
Advisory Services Network
Georgia
$26K -$8.48K -208 -26%
BCA
265
Berman Capital Advisors
Georgia
$26K +$3.02K +74 +14%
GRP
266
Global Retirement Partners
California
$26K +$5.75K +141 +30%
RWA
267
Ropes Wealth Advisors
Massachusetts
$21K
SIM
268
Sonora Investment Management
Arizona
$21K
GSAM
269
Grant Street Asset Management
Pennsylvania
$21K +$20.4K +500 New
PCG
270
Private Capital Group
Connecticut
$15K
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$14K
CA
272
Clearstead Advisors
Ohio
$14K +$13.5K +331 New
QCG
273
Quadrant Capital Group
Ohio
$13K +$6.8K +167 +127%
COCM
274
Charter Oak Capital Management
New Hampshire
$13K +$12.2K +300 New
AIL
275
AGF Investments LLC
Ontario, Canada
$12K +$11.9K +291 New