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Portland General Electric
POR

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
326
Clearstead Trust
Maine
$6.72K +$7.53K +166 New
VCM
327
Versant Capital Management
Arizona
$6.03K -$453 -10 -6%
GWS
328
Glassman Wealth Services
Virginia
$5.91K -$1.59K -35 -19%
UOTTAIMCU
329
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.78K – – –
NFSG
330
Newbridge Financial Services Group
Florida
$4.21K – – –
IPW
331
Impact Partnership Wealth
Georgia
$4.05K +$4.53K +100 New
NIC
332
Northwest Investment Counselors
Oregon
$4.01K – – –
FRA
333
Front Row Advisors
California
$3.97K – – –
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
$3.64K – – –
BAAM
335
Baker Avenue Asset Management
California
$3.44K +$3.85K +85 New
PP
336
Pacifica Partners
Canada
$3.39K – – –
BWL
337
Bogart Wealth LLC
Virginia
$3.04K – – –
CAL
338
Capital Advisors Ltd
Ohio
$3K +$3.85K +85 New
BCMLT
339
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.81K – – –
AAG
340
Armstrong Advisory Group
Massachusetts
$2.63K +$2.95K +65 New
MCM
341
Manchester Capital Management
Vermont
$2.59K -$136 -3 -4%
HIA
342
Harbor Investment Advisory
Maryland
$2.31K +$2.58K +57 New
SN
343
Sittner & Nelson
Oregon
$2.02K – – –
SFG
344
Steward Financial Group
Texas
$2K +$3.31K +73 New
BIA
345
Bell Investment Advisors
California
$1.94K -$6.53K -144 -75%
PWMG
346
Prestige Wealth Management Group
New Jersey
$1.76K – – –
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$1.66K – – –
UFF
348
USA Financial Formulas
Michigan
$1.42K – – –
WT
349
Washington Trust
Rhode Island
$1.42K – – –
MIA
350
Milestone Investment Advisors
Wisconsin
$1.42K +$1.59K +35 New
12 13
14
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