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Portland General Electric
POR

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
251
Tompkins Financial
New York
$56K +$59K +1,200 New
GRP
252
Global Retirement Partners
California
$55K +$98 +2 +0.2%
CMBA
253
C.M. Bidwell & Associates
Hawaii
$54K +$56.3K +1,145 New
MSFP
254
Mark Sheptoff Financial Planning
Connecticut
$52K – – –
MIP
255
Mondrian Investment Partners
United Kingdom
$52K – – –
DWP
256
Destiny Wealth Partners
Florida
$51K +$53.7K +1,091 New
AF
257
Allworth Financial
California
$49K – – –
HPC
258
HM Payson & Co
Maine
$47K – – –
LWM
259
Liberty Wealth Management
California
$44K +$443 +9 +1%
IFAM
260
Institutional & Family Asset Management
Colorado
$38K – – –
IAS
261
IMA Advisory Services
Colorado
$37K – – –
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K – – –
CIA
263
Cascade Investment Advisors
Oregon
$34.2K – – –
FRA
264
Front Row Advisors
California
$28K – – –
NICM
265
Neo Ivy Capital Management
New York
$26K +$30.2K +613 New
QCG
266
Quadrant Capital Group
Ohio
$24K +$1.08K +22 +5%
SPIA
267
Steward Partners Investment Advisory
New York
$23K -$2.07K -42 -8%
CFA
268
Carroll Financial Associates
North Carolina
$22K +$443 +9 +2%
LSA
269
Leonteq Securities AG
Switzerland
$17.1K +$787 +16 +5%
LC
270
Lindbrook Capital
California
$17K -$935 -19 -5%
COCM
271
Charter Oak Capital Management
New Hampshire
$14K – – –
ME
272
McIlrath & Eck
Washington
$14K +$98 +2 +0.7%
PCG
273
Private Capital Group
Connecticut
$13K -$3.25K -66 -19%
PFGIA
274
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
LF
275
Lee Financial
Texas
$11K – – –
9 10
11
12 13