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Tortoise North American Pipeline ETF
TPYP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Klingman & Associates
1
Klingman & Associates
New York
USD 23.4 M +USD 22.5 M +1,005,475 Nuevas
Bank of America
2
Bank of America
North Carolina
USD 8.8 M +USD 668 k +29,923 +9%
Edmonds Duncan Registered Investment Advisors
3
Edmonds Duncan Registered Investment Advisors
Kansas
USD 8.25 M +USD 283 k +12,688 +4%
Berman Capital Advisors
4
Berman Capital Advisors
Georgia
USD 6.53 M -USD 256 k -11,455 -4%
Raymond James Financial Services Advisors
5
Raymond James Financial Services Advisors
Florida
USD 5.52 M +USD 5.29 M +236,905 Nuevas
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
USD 5.48 M +USD 396 k +17,749 +8%
Citadel Advisors
7
Citadel Advisors
Florida
USD 4.46 M +USD 4.27 M +191,364 Nuevas
Morgan Stanley
8
Morgan Stanley
New York
USD 4.33 M +USD 135 k +6,034 +3%
United Asset Strategies
9
United Asset Strategies
New York
USD 3.98 M +USD 98.3 k +4,399 +3%
Mariner
10
Mariner
Kansas
USD 3.37 M +USD 162 k +7,238 +5%
Triangle Securities Wealth Management
11
Triangle Securities Wealth Management
North Carolina
USD 2.25 M +USD 88.5 k +3,960 +4%
KCS Wealth Advisory
12
KCS Wealth Advisory
California
USD 2.07 M +USD 1.98 M +88,748 Nuevas
Johnson Investment Counsel
13
Johnson Investment Counsel
Ohio
USD 1.67 M +USD 9.49 k +425 +0.6%
Stokes Capital Advisors
14
Stokes Capital Advisors
South Carolina
USD 1.6 M +USD 140 k +6,276 +10%
Jane Street
15
Jane Street
New York
USD 1.32 M +USD 1.27 M +56,808 Nuevas
Geneos Wealth Management
16
Geneos Wealth Management
Colorado
USD 1.05 M +USD 61.5 k +2,751 +6%
BB&T Securities
17
BB&T Securities
Virginia
USD 842 k +USD 808 k +36,180 Nuevas
NewEdge Advisors
18
NewEdge Advisors
Louisiana
USD 800 k +USD 33.1 k +1,480 +4%
Synovus Financial
19
Synovus Financial
Georgia
USD 539 k +USD 35.3 k +1,578 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 419 k -USD 6.48 M -290,218 -94%
Virtu Financial
21
Virtu Financial
New York
USD 398 k +USD 382 k +17,101 Nuevas
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
USD 378 k -USD 61.3 k -2,744 -14%
LPL Financial
23
LPL Financial
California
USD 342 k – – –
BOK Financial Private Wealth
24
BOK Financial Private Wealth
Colorado
USD 324 k +USD 311 k +13,925 Nuevas
CHA
25
Cedar Hill Associates
Illinois
USD 286 k – – –
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