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Portland General Electric

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
401
Petrus Trust Company
Texas
– -$254K -5,863 Closed
TCM
402
Teza Capital Management
Illinois
– -$233K -5,382 Closed
AWM
403
AE Wealth Management
Kansas
– -$217K -5,340 Closed
TC
404
Trilogy Capital
California
– -$224K -5,159 Closed
KAS
405
Kestra Advisory Services
Texas
– -$213K -4,910 Closed
VEA
406
Virtus ETF Advisers
New York
– -$204K -4,711 Closed
CC
407
Cipher Capital
New York
– -$204K -4,698 Closed
GFS
408
GYL Financial Synergies
Connecticut
– -$203K -4,677 Closed
SIM
409
Sandia Investment Management
Massachusetts
– -$130K -2,988 Closed
Lazard Asset Management
410
Lazard Asset Management
New York
– -$61K -1,417 Closed
MSWM
411
McGlone Suttner Wealth Management
Wisconsin
– -$38.3K -884 Closed
BWM
412
BKM Wealth Management
Wisconsin
– -$32.5K -751 Closed
CT
413
Colonial Trust
South Carolina
– -$27.5K -635 Closed
LF
414
Lee Financial
Texas
– -$12.6K -290 Closed
ASN
415
Advisory Services Network
Georgia
– -$11.5K -264 Closed
Allspring Global Investments
416
Allspring Global Investments
North Carolina
– -$10.7K -248 Closed
GWS
417
Glassman Wealth Services
Virginia
– -$8.88K -205 Closed
FFO
418
Fortitude Family Office
Arizona
– -$4.25K -98 Closed
BCMLT
419
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$2.43K -60 Closed
PS
420
Planned Solutions
California
– -$2.59K -60 Closed
RFG
421
RFP Financial Group
Georgia
– -$1.39K -32 Closed
CPG
422
Cornerstone Planning Group
New Jersey
– -$1.08K -25 Closed
SWM
423
Spire Wealth Management
Virginia
– -$648 -16 Closed
DWA
424
Delos Wealth Advisors
Texas
– -$521 -12 Closed
AWM
425
Abound Wealth Management
Tennessee
– -$477 -11 Closed