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Tortoise North American Pipeline ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
51
Next Capital Management
New York
$309K
Creative Planning
52
Creative Planning
Kansas
$297K -$7.49K -340 -3%
FA
53
FDx Advisors
Illinois
$222K +$217K +9,843 New
IA
54
IFP Advisors
Florida
$214K +$11.1K +506 +6%
DADC
55
D.A. Davidson & Co
Montana
$208K +$204K +9,250 New
TIA
56
Traphagen Investment Advisors
New Jersey
$207K +$13.2K +600 New
Wells Fargo
57
Wells Fargo
California
$175K +$5.59K +254 +3%
Osaic Holdings
58
Osaic Holdings
Arizona
$123K +$6.96K +316 +6%
BCM
59
Blume Capital Management
California
$100K +$97.7K +4,437 New
VNA
60
Valley National Advisers
Pennsylvania
$34K
HI
61
Harbour Investments
Wisconsin
$28K
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$154 +7 +0.9%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$16K
AWM
64
Accel Wealth Management
Iowa
$5K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$5K +$4.38K +199 +19,900%
Barclays
66
Barclays
United Kingdom
$3K +$2.51K +114 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$3K +$3.06K +139 New
CFD
68
Creative Financial Designs
Indiana
$2K +$1.63K +74 New
BFG
69
Baron Financial Group
New Jersey
$1.65K
CCM
70
Covington Capital Management
California
$1K +$793 +36 New
WIM
71
Westside Investment Management
California
$6
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
-$586K -28,917 Closed
SPIA
73
Steward Partners Investment Advisory
New York
-$132K -6,500 Closed
QCG
74
Quadrant Capital Group
Ohio
-$48K -2,359 Closed