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Tortoise North American Pipeline ETF
TPYP

Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
26
Quad-Cities Investment Group
Iowa
$3.14M -$101K -4,029 -3%
XF
27
XML Financial
Maryland
$2.99M -$37.5K -1,501 -1%
FEM
28
Fulcrum Equity Management
Texas
$2.98M -$127K -5,090 -4%
SHWM
29
Smith & Howard Wealth Management
Georgia
$2.77M -$143K -5,702 -5%
RJA
30
Raymond James & Associates
Florida
$2.36M -$92.2K -3,688 -4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.34M +$555K +22,177 +30%
FTUS
32
Flow Traders U.S.
New York
$2.27M +$2.3M +91,779 New
SCM
33
Sterneck Capital Management
Missouri
$2.25M -$55.3K -2,211 -2%
LPL Financial
34
LPL Financial
California
$2.14M +$29.3K +1,171 +1%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.8M -$1.5M -60,029 -45%
FPGK
36
Financial Partners Group (Kansas)
Kansas
$1.74M +$38.1K +1,523 +2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.67M +$23.2K +927 +1%
LA
38
LexAurum Advisors
Kansas
$1.65M +$16.5K +660 +1%
TFA
39
Transamerica Financial Advisors
Florida
$1.63M -$60.8K -2,429 -4%
BG
40
Bollard Group
Massachusetts
$1.5M – – –
GRP
41
Global Retirement Partners
California
$1.35M +$20.8K +833 +2%
FEG
42
Financial Enhancement Group
Indiana
$1.3M +$19K +761 +2%
SWM
43
Segment Wealth Management
Texas
$1.29M +$975K +39,000 +294%
Stifel Financial
44
Stifel Financial
Missouri
$1.28M +$4.05K +162 +0.3%
GWM
45
Geneos Wealth Management
Colorado
$1.19M -$486K -19,442 -29%
Jane Street
46
Jane Street
New York
$1.16M +$1.17M +46,797 New
HighTower Advisors
47
HighTower Advisors
Illinois
$1.15M +$1.17M +46,589 New
Truist Financial
48
Truist Financial
North Carolina
$1.14M -$22.7K -907 -2%
WIP
49
WealthCare Investment Partners
Rhode Island
$1.06M +$733K +29,321 +218%
SWP
50
Summit Wealth Partners
Florida
$941K -$2.95K -118 -0.3%
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