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Portland General Electric

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$220K +$21.4K +429 +12%
HIS
252
Horizon Investment Services
Indiana
$218K +$206K +4,123 New
TPWA
253
TRUE Private Wealth Advisors
Oregon
$204K +$192K +3,856 New
BJL
254
Brighton Jones LLC
Washington
$200K +$188K +3,774 New
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$186K +$62.2K +1,246 +55%
AP
256
Arlington Partners
Alabama
$170K – – –
Nisa Investment Advisors
257
Nisa Investment Advisors
Missouri
$168K – – –
SN
258
Sittner & Nelson
Oregon
$108K +$99.8K +2,000 +4,000%
CI Investments Inc
259
CI Investments Inc
Ontario, Canada
$91K -$44.8K -898 -34%
TRCT
260
Tower Research Capital (TRC)
New York
$78K -$307K -6,157 -81%
TSW
261
Thompson Siegel & Walmsley
Virginia
$72K -$16.2M -324,812 -100%
PA
262
Parallel Advisors
California
$67K -$10.4K -209 -14%
HNB
263
Huntington National Bank
Ohio
$67K -$3.09K -62 -5%
TF
264
Tompkins Financial
New York
$64K – – –
S
265
SignatureFD
Georgia
$61K -$3.09K -62 -5%
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$58K -$86.1K -1,726 -61%
MSFP
267
Mark Sheptoff Financial Planning
Connecticut
$58K – – –
MIP
268
Mondrian Investment Partners
United Kingdom
$58K – – –
AF
269
Allworth Financial
California
$56K – – –
CWS
270
Confluence Wealth Services
Pennsylvania
$56K +$53.5K +1,071 New
HPC
271
HM Payson & Co
Maine
$53K – – –
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$44K +$41.1K +823 New
IFAM
273
Institutional & Family Asset Management
Colorado
$43K – – –
IAS
274
IMA Advisory Services
Colorado
$42K – – –
LWCFA
275
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K – – –