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Portland General Electric
POR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
401
Prestige Wealth Management Group
New Jersey
$1.77K – – –
PA
402
Pineridge Advisors
Missouri
$1.58K – – –
PFBT
403
Parkside Financial Bank & Trust
Missouri
$1.5K -$6.42K -153 -81%
BHWM
404
Bay Harbor Wealth Management
Maryland
$1.48K +$42 +1 +3%
CFB
405
Cullen/Frost Bankers
Texas
$1.47K -$503 -12 -25%
LFG
406
Larson Financial Group
Missouri
$1.46K -$168 -4 -10%
AF
407
Advisornet Financial
Minnesota
$1.3K – – –
TH
408
TCTC Holdings
Texas
$1.14K – – –
RWM
409
Rialto Wealth Management
New York
$1.1K +$671 +16 +145%
KG
410
Kilter Group
New York
$1.06K +$1.09K +26 New
PMAM
411
Picton Mahoney Asset Management
Ontario, Canada
$1K -$1.08M -25,861 -100%
PWA
412
Physician Wealth Advisors
Utah
$976 +$1.01K +24 New
SWM
413
Spire Wealth Management
Virginia
$894 – – –
EP
414
Essential Partners
California
$650 +$671 +16 New
KFI
415
Key Financial Inc
Pennsylvania
$609 – – –
DPW
416
DiNuzzo Private Wealth
Pennsylvania
$569 +$42 +1 +8%
JWA
417
JFS Wealth Advisors
Pennsylvania
$447 -$1.89K -45 -80%
TPWA
418
Twin Peaks Wealth Advisors
California
$427 +$420 +10 New
NC
419
NewSquare Capital
Pennsylvania
$406 +$168 +4 +67%
PWA
420
Principia Wealth Advisory
Texas
$366 – – –
PWM
421
Parkworth Wealth Management
California
$366 +$252 +6 +200%
SIC
422
SJS Investment Consulting
Ohio
$285 -$168 -4 -36%
HIA
423
HFM Investment Advisors
New Jersey
$122 +$42 +1 +50%
TWD
424
True Wealth Design
Ohio
$41 – – –
VNIM
425
Vaughan Nelson Investment Management
Texas
– -$40.2M -900,561 Closed
15 16
17
18 19