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Tortoise Electrification Infrastructure ETF
TPZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
USD 6.23 M +USD 6.4 M +305,725 Nuevas
Bard Associates
2
Bard Associates
Illinois
USD 5.32 M -USD 548 k -26,180 -9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
USD 2.87 M -USD 168 k -8,027 -5%
Advisors Asset Management
4
Advisors Asset Management
Colorado
USD 2.45 M -USD 24.9 k -1,192 -1%
D.A. Davidson & Co
5
D.A. Davidson & Co
Montana
USD 2.39 M -USD 317 k -15,155 -11%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
USD 2.06 M – – –
LPL Financial
7
LPL Financial
California
USD 1.87 M -USD 97.2 k -4,644 -5%
Morgan Stanley
8
Morgan Stanley
New York
USD 1.79 M -USD 363 k -17,356 -17%
UHLMANN PRICE SECURITIES
9
UHLMANN PRICE SECURITIES
Illinois
USD 1.54 M +USD 7.76 k +371 +0.5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
USD 1.53 M -USD 53.1 k -2,539 -3%
Evolve Private Wealth
11
Evolve Private Wealth
California
USD 870 k +USD 890 k +42,532 Nuevas
Truist Financial
12
Truist Financial
North Carolina
USD 577 k -USD 1.36 k -65 -0.2%
GTS Securities
13
GTS Securities
Florida
USD 537 k -USD 358 k -17,105 -39%
Osaic Holdings
14
Osaic Holdings
Arizona
USD 481 k -USD 38.7 k -1,847 -7%
MAI Capital Management
15
MAI Capital Management
Ohio
USD 381 k -USD 79.9 k -3,819 -17%
Concorde Asset Management
16
Concorde Asset Management
Michigan
USD 371 k – – –
Old Mission Capital
17
Old Mission Capital
Illinois
USD 351 k +USD 360 k +17,223 Nuevas
Creative Planning
18
Creative Planning
Kansas
USD 311 k +USD 2.01 k +96 +0.6%
Raymond James Financial
19
Raymond James Financial
Florida
USD 311 k -USD 21 k -1,003 -6%
NWF Advisory Services
20
NWF Advisory Services
California
USD 283 k – – –
First Trust Advisors
21
First Trust Advisors
Illinois
USD 253 k -USD 5.13 k -245 -2%
McGowan Group Asset Management
22
McGowan Group Asset Management
Texas
USD 247 k +USD 858 +41 +0.3%
Jane Street
23
Jane Street
New York
USD 236 k -USD 1.62 M -77,587 -87%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
USD 217 k -USD 13.4 k -641 -6%
Beverly Hills Private Wealth
25
Beverly Hills Private Wealth
California
USD 210 k – – –
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