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Portland General Electric

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
301
Proficio Capital Partners
Massachusetts
$13K +$12.7K +260 New
VCM
302
Versant Capital Management
Arizona
$12K -$4.44K -91 -28%
BGIM
303
Brandywine Global Investment Management
Pennsylvania
$12K – – –
LC
304
Lindbrook Capital
California
$12K – – –
NSIM
305
North Star Investment Management
Illinois
$12K – – –
IWP
306
Icon Wealth Partners
Texas
$11K +$10.4K +213 New
LF
307
Lee Financial
Texas
$10K – – –
ASN
308
Advisory Services Network
Georgia
$9K -$244 -5 -3%
PAI
309
Pittenger & Anderson Inc
Nebraska
$9K – – –
SIAS
310
Shine Investment Advisory Services
Colorado
$9K – – –
EWM
311
Executive Wealth Management
Michigan
$7K – – –
GT
312
Glenmede Trust
Pennsylvania
$7K – – –
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$6K -$11.6K -237 -66%
UOTTAIMCU
314
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6K – – –
CFGS
315
Concourse Financial Group Securities
Alabama
$5K -$829 -17 -14%
AIA
316
Alera Investment Advisors
Illinois
$5K – – –
BL
317
Balentine LLC
Georgia
$5K – – –
ME
318
McIlrath & Eck
Washington
$5K – – –
PFO
319
Pathstone Family Office
New Jersey
$5K – – –
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$5K +$4.68K +96 New
BWA
321
BDO Wealth Advisors
Florida
$5K +$4.88K +100 New
LWA
322
Lenox Wealth Advisors
New York
$5K +$4.93K +101 New
SFSIG
323
San Francisco Sentry Investment Group
California
$4K -$1.42K -29 -28%
FRA
324
Front Row Advisors
California
$4K – – –
FNC
325
First National Corp
Massachusetts
$4K +$4.15K +85 New