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TNGY

Tortoise Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$240K +$242K +26,537 New
Stifel Financial
52
Stifel Financial
Missouri
$238K
MGIA
53
Moneta Group Investment Advisors
Missouri
$234K
NA
54
NewEdge Advisors
Louisiana
$222K +$74.3K +8,155 +50%
EWP
55
Elevation Wealth Partners
California
$217K -$3.98K -437 -2%
IWM
56
IHT Wealth Management
Illinois
$208K
OFP
57
OFC Financial Planning
New Jersey
$200K
PAS
58
Park Avenue Securities
New York
$179K
CWMS
59
Cannon Wealth Management Services
North Carolina
$178K -$220K -24,180 -55%
CA
60
Carson Advisory
Georgia
$178K -$783 -86 -0.4%
IRP
61
Investment Research Partners
Pennsylvania
$160K
PL
62
Plancorp LLC
Missouri
$160K -$65.8K -7,227 -29%
SWP
63
Stratos Wealth Partners
Ohio
$156K +$157K +17,242 New
DWM
64
Drive Wealth Management
Utah
$154K -$19K -2,090 -11%
MML Investors Services
65
MML Investors Services
Massachusetts
$150K +$151K +16,595 New
MWA
66
Medallion Wealth Advisors
Connecticut
$148K
CWA
67
CM Wealth Advisors
Ohio
$134K -$8.75K -961 -6%
QCM
68
QRG Capital Management
Illinois
$133K +$134K +14,731 New
PVI
69
Pine Valley Investments
New Jersey
$129K
CWA
70
Canvas Wealth Advisors
Kansas
$127K
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$118K +$14.8K +1,628 +14%
MFP
72
Meridian Financial Partners
Virginia
$114K
OCA
73
OpenArc Corporate Advisory
Georgia
$104K +$105K +11,520 New
VFG
74
Victory Financial Group
Texas
$102K
BI
75
Beckerman Institutional
New Jersey
$101K