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Portland General Electric

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
AllSquare Wealth Management
New York
$36.1K
QL
352
Quarry LP
New York
$33.5K -$43.9K -937 -57%
LFA
353
LGT Financial Advisors
Texas
$32.5K -$29.4K -629 -48%
MG
354
Mather Group
Illinois
$29.9K -$2.57K -55 -8%
AF
355
Allworth Financial
California
$29.7K +$12.4K +265 +74%
RA
356
Rise Advisors
New York
$29.2K +$1.69K +36 +6%
TF
357
Tompkins Financial
New York
$28.7K
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$28.4K +$515 +11 +2%
W
359
WealthCollab
Washington
$28.2K
RCM
360
Raleigh Capital Management
North Carolina
$27K -$983 -21 -4%
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$25.5K
VSQM
362
V-Square Quantitative Management
Illinois
$24.6K +$24.1K +514 New
UB
363
UMB Bank
Missouri
$23.7K +$23.1K +494 New
LC
364
Lindbrook Capital
California
$22.3K +$983 +21 +5%
PTC
365
Private Trust Company
Ohio
$21.7K -$187 -4 -0.9%
PFBT
366
Parkside Financial Bank & Trust
Missouri
$21.3K +$796 +17 +4%
HWM
367
Hemington Wealth Management
Virginia
$21K +$21.3K +455 New
SS
368
Sunbelt Securities
Texas
$19.7K +$187 +4 +1%
LI
369
LRI Investments
Florida
$18.3K -$6.74K -144 -27%
HCA
370
Harbor Capital Advisors
Illinois
$18K +$17.9K +382 New
CMA
371
Cedar Mountain Advisors
Oregon
$16K +$15.6K +334 New
Jones Financial Companies
372
Jones Financial Companies
Missouri
$16K +$3.23K +69 +26%
ME
373
McIlrath & Eck
Washington
$16K +$1.03K +22 +7%
GRP
374
Global Retirement Partners
California
$15.5K -$6.46K -138 -30%
BIA
375
Bell Investment Advisors
California
$15.2K -$1.08K -23 -7%