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Portland General Electric
POR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
401
Bogart Wealth LLC
Virginia
$3.3K – – –
AF
402
Advisornet Financial
Minnesota
$3.17K +$1.68K +40 +125%
HI
403
Horizon Investments
North Carolina
$2.95K -$923 -22 -25%
RWM
404
Rialto Wealth Management
New York
$2.86K +$1.59K +38 +141%
ASN
405
Advisory Services Network
Georgia
$2.82K +$2.69K +64 New
KG
406
Kilter Group
New York
$2.73K +$1.51K +36 +138%
PA
407
Pineridge Advisors
Missouri
$2.42K +$672 +16 +41%
BHWM
408
Bay Harbor Wealth Management
Maryland
$2.38K +$756 +18 +50%
SN
409
Sittner & Nelson
Oregon
$2.2K – – –
RWPA
410
Richard W. Paul & Associates
Michigan
$2.11K – – –
FHC
411
First Horizon Corporation
Tennessee
$2.11K +$2.02K +48 New
FFO
412
Fortitude Family Office
Arizona
$1.98K – – –
PWMG
413
Prestige Wealth Management Group
New Jersey
$1.92K – – –
NS
414
NBC Securities
Alabama
$1.67K -$17K -406 -91%
TH
415
TCTC Holdings
Texas
$1.23K – – –
JWA
416
JFS Wealth Advisors
Pennsylvania
$1.23K +$714 +17 +155%
SWM
417
Spire Wealth Management
Virginia
$1.14K +$168 +4 +18%
PWA
418
Physician Wealth Advisors
Utah
$1.06K – – –
PMAM
419
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
MA
420
Montag & Associates
Georgia
$980 +$923 +22 New
TWD
421
True Wealth Design
Ohio
$660 +$588 +14 +1,400%
KFI
422
Key Financial Inc
Pennsylvania
$651 – – –
CA
423
CoreCap Advisors
Michigan
$616 -$6.93K -165 -92%
DPW
424
DiNuzzo Private Wealth
Pennsylvania
$557 -$42 -1 -7%
GFWA
425
Grey Fox Wealth Advisors
Delaware
$547 +$504 +12 New
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