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Portland General Electric
POR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Copia Wealth Management
Oregon
$4.82K – – –
NFSG
402
Newbridge Financial Services Group
Florida
$4.64K -$23.8K -554 -84%
LFA
403
LGT Financial Advisors
Texas
$4.63K -$24.7K -575 -85%
VWWMG
404
Vermillion & White Wealth Management Group
Pennsylvania
$4.46K +$4.29K +100 New
CT
405
Clearstead Trust
Maine
$4.19K +$4.03K +94 New
NS
406
NBC Securities
Alabama
$4K +$4.8K +112 New
HI
407
Horizon Investments
North Carolina
$3.97K +$2.87K +67 +305%
RTL
408
Red Tortoise LLC
Georgia
$3.92K +$3.77K +88 New
CA
409
Continuum Advisory
Idaho
$3.84K +$214 +5 +6%
CA
410
Clearstead Advisors
Ohio
$3.61K +$3.47K +81 New
FWM
411
FSA Wealth Management
Massachusetts
$3.48K – – –
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$3.39K +$1.5K +35 +85%
BWL
413
Bogart Wealth LLC
Virginia
$3.35K -$386 -9 -11%
MCM
414
MAI Capital Management
Ohio
$3.3K -$2.1K -49 -40%
WSFS
415
Wilmington Savings Fund Society
Delaware
$3.21K +$386 +9 +14%
JWA
416
JFS Wealth Advisors
Pennsylvania
$2.5K +$386 +9 +19%
TPCW
417
TD Private Client Wealth
New York
$2.45K +$2.36K +55 New
SN
418
Sittner & Nelson
Oregon
$2.23K – – –
IA
419
IFP Advisors
Florida
$2.14K +$600 +14 +41%
CFB
420
Cullen/Frost Bankers
Texas
$2.12K -$33.1K -771 -94%
PSFG
421
Park Square Financial Group
Georgia
$2.1K – – –
PWMG
422
Prestige Wealth Management Group
New Jersey
$1.94K – – –
RWPA
423
Richard W. Paul & Associates
Michigan
$1.83K – – –
LFG
424
Larson Financial Group
Missouri
$1.78K -$3.94K -92 -70%
PA
425
Pineridge Advisors
Missouri
$1.72K +$43 +1 +3%
15 16
17
18 19