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Tortoise North American Pipeline ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WB
51
WesBanco Bank
West Virginia
$615K -$25.8K -980 -4%
HFS
52
Howard Financial Services
Texas
$510K -$63.5K -2,408 -10%
FIM
53
Freedom Investment Management
Connecticut
$466K +$507K +19,216 New
RWA
54
RGT Wealth Advisors
Texas
$450K -$212K -8,034 -30%
DIA
55
Dana Investment Advisors
Wisconsin
$432K -$1.37K -52 -0.3%
Creative Planning
56
Creative Planning
Kansas
$425K +$26.1K +989 +6%
AT
57
American Trust
Kentucky
$410K -$63.6K -2,413 -12%
SWM
58
Segment Wealth Management
Texas
$358K
AWA
59
Arete Wealth Advisors
Illinois
$326K +$355K +13,449 New
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$294K -$28.3K -1,073 -8%
IA
61
IFP Advisors
Florida
$261K
PPP
62
Private Portfolio Partners
New Jersey
$256K -$122K -4,634 -31%
FA
63
FDx Advisors
Illinois
$249K +$3.03K +115 +1%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$224K +$24K +912 +11%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$210K +$221K +8,379 +2,686%
BAM
66
Belpointe Asset Management
Nevada
$172K +$38.1K +1,445 +26%
UB
67
UMB Bank
Missouri
$159K
AF
68
Allworth Financial
California
$158K +$171K +6,500 New
EWM
69
Evermay Wealth Management
Virginia
$105K +$113K +4,304 +11,326%
BCM
70
Blume Capital Management
California
$104K -$3.77K -143 -3%
Osaic Holdings
71
Osaic Holdings
Arizona
$96K +$52.2K +1,981 +101%
CCM
72
Chilton Capital Management
Texas
$96K +$105K +3,975 New
VNA
73
Valley National Advisers
Pennsylvania
$61K
SPIA
74
Steward Partners Investment Advisory
New York
$58K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$35K