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Portland General Electric
POR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
401
Bogart Wealth LLC
Virginia
$3.59K – – –
ATS
402
Ashton Thomas Securities
New York
$3.21K +$3.14K +67 New
WSFS
403
Wilmington Savings Fund Society
Delaware
$3.02K +$2.95K +63 New
CA
404
Centerpoint Advisors
Massachusetts
$3K – – –
PS
405
Planned Solutions
California
$2.86K +$2.81K +60 New
CA
406
Continuum Advisory
Idaho
$2.71K – – –
SN
407
Sittner & Nelson
Oregon
$2.4K – – –
AF
408
Advisornet Financial
Minnesota
$2.4K +$1.5K +32 +178%
CFB
409
Cullen/Frost Bankers
Texas
$2.37K +$47 +1 +2%
JWA
410
JFS Wealth Advisors
Pennsylvania
$2.25K +$94 +2 +4%
PA
411
Pineridge Advisors
Missouri
$2.15K – – –
PWMG
412
Prestige Wealth Management Group
New Jersey
$2.08K – – –
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$1.96K – – –
RWPA
414
Richard W. Paul & Associates
Michigan
$1.96K – – –
BHWM
415
Bay Harbor Wealth Management
Maryland
$1.6K – – –
TH
416
TCTC Holdings
Texas
$1.34K – – –
FFO
417
Fortitude Family Office
Arizona
$1.05K +$1.03K +22 New
CAL
418
Capital Advisors Ltd
Ohio
$1K – – –
CAL
419
Capital Analysts LLC
Pennsylvania
$1K – – –
PMAM
420
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.12K +24 New
PWA
421
Provenance Wealth Advisors
Florida
$862 – – –
SIC
422
SJS Investment Consulting
Ohio
$767 -$47 -1 -6%
BAM
423
Belpointe Asset Management
Nevada
$719 – – –
MRCM
424
M&R Capital Management
New Jersey
$719 – – –
WTA
425
Washington Trust Advisors
Massachusetts
$719 +$702 +15 New
15 16
17
18 19