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Portland General Electric
POR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
426
Synergy Investment Management
Florida
$1.69K – – –
BHWM
427
Bay Harbor Wealth Management
Maryland
$1.58K +$86 +2 +6%
AF
428
Advisornet Financial
Minnesota
$1.43K – – –
CFD
429
Creative Financial Designs
Indiana
$1.29K +$1.24K +29 New
TH
430
TCTC Holdings
Texas
$1.25K – – –
AGWCA
431
Annis Gardner Whiting Capital Advisors
Florida
$1.17K +$1.11K +26 New
SWM
432
Spire Wealth Management
Virginia
$981 +$943 +22 New
SC
433
Stephens Consulting
Michigan
$892 +$858 +20 New
PWA
434
Provenance Wealth Advisors
Florida
$803 – – –
KFI
435
Key Financial Inc
Pennsylvania
$669 – – –
APW
436
Aventura Private Wealth
Florida
$624 – – –
PWMG
437
Private Wealth Management Group
New Jersey
$580 -$11.2K -262 -95%
DPW
438
DiNuzzo Private Wealth
Pennsylvania
$580 +$43 +1 +8%
SIC
439
SJS Investment Consulting
Ohio
$491 -$86 -2 -15%
GFPC
440
Global Financial Private Client
Florida
$491 +$300 +7 +175%
RWM
441
Rialto Wealth Management
New York
$491 +$472 +11 New
RAM
442
Riggs Asset Management
Pennsylvania
$446 – – –
PWA
443
Principia Wealth Advisory
Texas
$381 +$386 +9 New
NC
444
NewSquare Capital
Pennsylvania
$268 -$1.29K -30 -83%
WCM
445
WealthTrak Capital Management
Virginia
$223 – – –
BGAI
446
Bruce G. Allen Investments
Colorado
$134 – – –
PWM
447
Parkworth Wealth Management
California
$134 +$43 +1 +50%
HIA
448
HFM Investment Advisors
New Jersey
$90 +$86 +2 New
TWD
449
True Wealth Design
Ohio
$45 -$26.3K -613 -100%
ZP
450
Zimmer Partners
New York
– -$101M -2,306,227 Closed
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