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Portland General Electric
POR

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
351
Sittner & Nelson
Oregon
$2.44K – – –
PFPT
352
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.4K – – –
PWMG
353
Prestige Wealth Management Group
New Jersey
$2.12K -$2.25K -47 -52%
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
MIA
355
Milestone Investment Advisors
Wisconsin
$1.71K +$1.67K +35 New
UFF
356
USA Financial Formulas
Michigan
$1.71K +$1.67K +35 New
GBT
357
Grove Bank & Trust
Florida
$1.61K +$1.58K +33 New
RFG
358
RFP Financial Group
Georgia
$1.56K – – –
SWM
359
Spire Wealth Management
Virginia
$1.42K -$955 -20 -41%
PFBT
360
Parkside Financial Bank & Trust
Missouri
$1.22K – – –
CAM
361
ClariVest Asset Management
California
$1K – – –
AAS
362
Ameritas Advisory Services
Nebraska
$953 +$955 +20 New
FFA
363
Farther Finance Advisors
California
$929 – – –
SC
364
Schubert & Co
Texas
$929 +$239 +5 +36%
AWM
365
Avior Wealth Management
Nebraska
$831 +$812 +17 New
MRCM
366
M&R Capital Management
New Jersey
$733 – – –
SIC
367
SJS Investment Consulting
Ohio
$685 – – –
BAAM
368
Baker Avenue Asset Management
California
$684 +$669 +14 New
WP
369
WealthPLAN Partners
Nebraska
$684 +$669 +14 New
SCA
370
Stonebridge Capital Advisors
Minnesota
$636 – – –
DWA
371
Delos Wealth Advisors
Texas
$587 – – –
HI
372
Harbour Investments
Wisconsin
$587 – – –
GFWA
373
Grey Fox Wealth Advisors
Delaware
$543 – – –
DI
374
Disciplined Investments
Oklahoma
$538 -$48 -1 -8%
RA
375
Rise Advisors
New York
$391 +$382 +8 New
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15
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