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Portland General Electric
POR

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
401
NewEdge Advisors
Louisiana
$6.37K – – –
LFG
402
Larson Financial Group
Missouri
$5.76K +$5.72K +123 +1,367%
MCM
403
MAI Capital Management
Ohio
$5.37K +$5.72K +123 New
UOTTAIMCU
404
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.15K – – –
RFG
405
REAP Financial Group
Texas
$5.12K +$419 +9 +8%
CWM
406
Copia Wealth Management
Oregon
$4.71K +$5.03K +108 New
RIL
407
Rothschild Investment LLC
Illinois
$4.58K +$698 +15 +17%
BWL
408
Bogart Wealth LLC
Virginia
$3.66K +$419 +9 +12%
CA
409
Continuum Advisory
Idaho
$3.53K +$1.02K +22 +37%
FWM
410
FSA Wealth Management
Massachusetts
$3.4K – – –
CA
411
Centerpoint Advisors
Massachusetts
$3K – – –
AT
412
Avalon Trust
New Mexico
$2.79K +$2.98K +64 New
WSFS
413
Wilmington Savings Fund Society
Delaware
$2.75K – – –
KIM
414
Kestra Investment Management
Texas
$2.65K +$2.84K +61 New
SN
415
Sittner & Nelson
Oregon
$2.18K – – –
JWA
416
JFS Wealth Advisors
Pennsylvania
$2.05K – – –
PSFG
417
Park Square Financial Group
Georgia
$2.05K +$2.19K +47 New
PWMG
418
Prestige Wealth Management Group
New Jersey
$1.9K – – –
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$1.79K – – –
RWPA
420
Richard W. Paul & Associates
Michigan
$1.79K – – –
PA
421
Pineridge Advisors
Missouri
$1.67K -$326 -7 -16%
SIM
422
Synergy Investment Management
Florida
$1.66K +$1.77K +38 New
NC
423
NewSquare Capital
Pennsylvania
$1.57K +$1.68K +36 New
PWA
424
Physician Wealth Advisors
Utah
$1.53K +$1.63K +35 New
IA
425
IFP Advisors
Florida
$1.48K +$1.16K +25 +278%
15 16
17
18 19