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Portland General Electric
POR

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
451
Action Point Financial Planning
Michigan
$7.15K +$7.2K +142 New
AWM
452
Activest Wealth Management
Florida
$6.89K +$4.21K +83 +166%
SGFG
453
Silver Grove Financial Group
New York
$6.89K +$6.74K +133 New
PWA
454
Physician Wealth Advisors
Utah
$6.32K -$456 -9 -7%
CFO
455
CVA Family Office
Colorado
$5.55K +$507 +10 +10%
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$5.08K – – –
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.03K – – –
CFM
458
Compass Financial Management
Florida
$5K +$5.07K +100 New
KG
459
Kilter Group
New York
$4.82K -$5.32K -105 -53%
FFO
460
Fortitude Family Office
Arizona
$4.2K -$608 -12 -13%
CFD
461
Creative Financial Designs
Indiana
$3.97K +$51 +1 +1%
RWM
462
Rialto Wealth Management
New York
$3.94K -$101 -2 -3%
OCWP
463
Owl Creek Wealth Partners
Colorado
$3.89K – – –
BWL
464
Bogart Wealth LLC
Virginia
$3.89K – – –
AIM
465
Anchor Investment Management
South Carolina
$3.27K +$3.19K +63 New
SG
466
Sankala Group
Colorado
$3.09K – – –
IA
467
IFG Advisory
Georgia
$2.9K +$2.84K +56 New
JWA
468
JFS Wealth Advisors
Pennsylvania
$2.81K – – –
LAS
469
Lloyd Advisory Services
Georgia
$2.75K +$2.69K +53 New
BHWM
470
Bay Harbor Wealth Management
Maryland
$2.64K -$406 -8 -14%
SIM
471
Synergy Investment Management
Florida
$2.62K +$659 +13 +34%
SN
472
Sittner & Nelson
Oregon
$2.59K – – –
FHC
473
First Horizon Corporation
Tennessee
$2.49K – – –
RWPA
474
Richard W. Paul & Associates
Michigan
$2.49K – – –
AWA
475
Acumen Wealth Advisors
Tennessee
$2.46K – – –
17 18
19
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