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Portland General Electric
POR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
451
Physician Wealth Advisors
Utah
$6.32K -$456 -9 -7%
CFO
452
CVA Family Office
Colorado
$5.55K +$507 +10 +10%
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$5.08K – – –
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.03K – – –
CFM
455
Compass Financial Management
Florida
$5K +$5.07K +100 New
KG
456
Kilter Group
New York
$4.82K -$5.32K -105 -53%
FFO
457
Fortitude Family Office
Arizona
$4.2K -$608 -12 -13%
CFD
458
Creative Financial Designs
Indiana
$3.97K +$51 +1 +1%
RWM
459
Rialto Wealth Management
New York
$3.94K -$101 -2 -3%
OCWP
460
Owl Creek Wealth Partners
Colorado
$3.89K – – –
BWL
461
Bogart Wealth LLC
Virginia
$3.89K – – –
SG
462
Sankala Group
Colorado
$3.09K – – –
IA
463
IFG Advisory
Georgia
$2.9K +$2.84K +56 New
JWA
464
JFS Wealth Advisors
Pennsylvania
$2.81K – – –
LAS
465
Lloyd Advisory Services
Georgia
$2.75K +$2.69K +53 New
BHWM
466
Bay Harbor Wealth Management
Maryland
$2.64K -$406 -8 -14%
SIM
467
Synergy Investment Management
Florida
$2.62K +$659 +13 +34%
SN
468
Sittner & Nelson
Oregon
$2.59K – – –
FHC
469
First Horizon Corporation
Tennessee
$2.49K – – –
RWPA
470
Richard W. Paul & Associates
Michigan
$2.49K – – –
AWA
471
Acumen Wealth Advisors
Tennessee
$2.46K – – –
TPCW
472
TD Private Client Wealth
New York
$2.44K +$2.38K +47 New
SWAG
473
Spectrum Wealth Advisory Group
California
$1.97K +$1.93K +38 New
BWA
474
Basecamp Wealth Advisors
Washington
$1.92K – – –
KFAS
475
Keating Financial Advisory Services
Kansas
$1.55K -$253 -5 -14%
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19
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