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Portland General Electric
POR

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
401
C.M. Bidwell & Associates
Hawaii
– -$39.3K -840 Closed
RI
402
Ridgewood Investments
New Jersey
– -$37.5K -800 Closed
LWCFA
403
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$34.8K -743 Closed
TFP
404
Tilia Fiduciary Partners
North Carolina
– -$21.2K -452 Closed
VSQM
405
V-Square Quantitative Management
Illinois
– -$11.8K -251 Closed
HCA
406
Harbor Capital Advisors
Illinois
– -$9.23K -197 Closed
TPCW
407
TD Private Client Wealth
New York
– -$7.35K -157 Closed
CFO
408
CVA Family Office
Colorado
– -$4.78K -102 Closed
PFPT
409
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$2.29K -49 Closed
VF
410
VitalStone Financial
Texas
– -$2K -34 Closed
AWM
411
Abound Wealth Management
Tennessee
– -$797 -17 Closed
GI
412
Gradient Investments
Minnesota
– -$749 -16 Closed
WP
413
WealthPLAN Partners
Nebraska
– -$656 -14 Closed
DI
414
Disciplined Investments
Oklahoma
– -$609 -13 Closed
SCA
415
Stonebridge Capital Advisors
Minnesota
– -$609 -13 Closed
HI
416
Harbour Investments
Wisconsin
– -$563 -12 Closed
JWM
417
Janiczek Wealth Management
Colorado
– -$141 -3 Closed
ADL
418
Asset Dedication LLC
California
– +$408 +9 New
AW
419
Avion Wealth
Texas
– +$589 +13 New
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