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Portland General Electric

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
251
Pinnacle Wealth Planning Services
Ohio
$48K +$45.5K +1,116 New
MSFP
252
Mark Sheptoff Financial Planning
Connecticut
$47K – – –
AF
253
Allworth Financial
California
$45K – – –
HPC
254
HM Payson & Co
Maine
$43K – – –
HNB
255
Huntington National Bank
Ohio
$43K – – –
PA
256
Parallel Advisors
California
$43K – – –
PO
257
Private Ocean
California
$43K – – –
S
258
SignatureFD
Georgia
$41K +$29.1K +714 +305%
IFAM
259
Institutional & Family Asset Management
Colorado
$35K +$8.35K +205 +34%
IAS
260
IMA Advisory Services
Colorado
$34K – – –
CG
261
Cutler Group
California
$34K +$4.08K +100 +14%
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K -$15.3K -375 -33%
CIA
263
Cascade Investment Advisors
Oregon
$31.1K – – –
TSW
264
Thompson Siegel & Walmsley
Virginia
$30K – – –
ASN
265
Advisory Services Network
Georgia
$26K -$8.48K -208 -26%
BCA
266
Berman Capital Advisors
Georgia
$26K +$3.02K +74 +14%
GRP
267
Global Retirement Partners
California
$26K +$5.75K +141 +30%
RWA
268
Ropes Wealth Advisors
Massachusetts
$21K – – –
SIM
269
Sonora Investment Management
Arizona
$21K – – –
GSAM
270
Grant Street Asset Management
Pennsylvania
$21K +$20.4K +500 New
PCG
271
Private Capital Group
Connecticut
$15K – – –
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
CA
273
Clearstead Advisors
Ohio
$14K +$13.5K +331 New
QCG
274
Quadrant Capital Group
Ohio
$13K +$6.8K +167 +127%
COCM
275
Charter Oak Capital Management
New Hampshire
$13K +$12.2K +300 New