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Tortoise North American Pipeline ETF
TPYP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 37.9 M -USD 1.26 M -53,033 -3%
Klingman & Associates
2
Klingman & Associates
New York
USD 33.7 M +USD 575 k +24,177 +2%
BOK Financial Private Wealth
3
BOK Financial Private Wealth
Colorado
USD 28.5 M -USD 2.42 M -101,814 -8%
Traphagen Investment Advisors
4
Traphagen Investment Advisors
New Jersey
USD 25.6 M +USD 854 k +35,890 +3%
Johnson Investment Counsel
5
Johnson Investment Counsel
Ohio
USD 13.5 M -USD 1.34 M -56,138 -9%
Tortoise Capital Advisors
6
Tortoise Capital Advisors
Kansas
USD 12.7 M -USD 24 -1 -0%
Berman Capital Advisors
7
Berman Capital Advisors
Georgia
USD 11.5 M +USD 304 k +12,780 +3%
Howard Financial Services
8
Howard Financial Services
Texas
USD 10.8 M -USD 106 k -4,466 -1%
Evensky & Katz
9
Evensky & Katz
Florida
USD 10.5 M -USD 187 k -7,875 -2%
Bank of America
10
Bank of America
North Carolina
USD 10.4 M +USD 1.39 M +58,424 +15%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 7.63 M +USD 497 k +20,902 +7%
Edmonds Duncan Registered Investment Advisors
12
Edmonds Duncan Registered Investment Advisors
Kansas
USD 7.36 M -USD 257 k -10,799 -3%
Raymond James Financial Services Advisors
13
Raymond James Financial Services Advisors
Florida
USD 7.01 M +USD 213 k +8,935 +3%
Callan Capital
14
Callan Capital
California
USD 6.77 M – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 6.13 M +USD 1.16 M +48,737 +23%
Triangle Securities Wealth Management
16
Triangle Securities Wealth Management
North Carolina
USD 5.31 M +USD 898 k +37,736 +21%
Country Club Trust
17
Country Club Trust
Missouri
USD 4.56 M +USD 360 k +15,128 +9%
United Asset Strategies
18
United Asset Strategies
New York
USD 3.88 M +USD 34.6 k +1,455 +0.9%
Mariner
19
Mariner
Kansas
USD 3.67 M +USD 47.4 k +1,994 +1%
Next Capital Management
20
Next Capital Management
New York
USD 2.32 M +USD 786 k +33,010 +52%
Schoolcraft Capital
21
Schoolcraft Capital
Colorado
USD 1.5 M -USD 639 k -26,866 -30%
LPL Financial
22
LPL Financial
California
USD 1.32 M +USD 568 k +23,853 +76%
Stokes Capital Advisors
23
Stokes Capital Advisors
South Carolina
USD 1.2 M +USD 182 k +7,665 +18%
NewEdge Advisors
24
NewEdge Advisors
Louisiana
USD 1.16 M +USD 85.6 k +3,597 +8%
BB&T Securities
25
BB&T Securities
Virginia
USD 1.08 M +USD 108 k +4,537 +11%
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