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Tortoise North American Pipeline ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
SteelPeak Wealth
California
$355K +$347K +9,750 New
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$352K -$843K -23,645 -71%
DAS
78
Diversify Advisory Services
Utah
$341K -$55.8K -1,567 -14%
LEFP
79
Leading Edge Financial Planning
Tennessee
$338K -$13.4K -377 -4%
SWA
80
Strategies Wealth Advisors
Michigan
$324K
BCA
81
Bay Colony Advisors
Massachusetts
$316K +$310K +8,713 New
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$286K +$5.52K +155 +2%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$283K -$17.9K -501 -6%
OBWG
84
Onyx Bridge Wealth Group
New York
$273K +$4.1K +115 +2%
FIM
85
Freedom Investment Management
Connecticut
$266K +$48.5K +1,361 +23%
PHAM
86
Palisades Hudson Asset Management
Florida
$261K +$5.02K +141 +2%
MCM
87
MAI Capital Management
Ohio
$250K +$4.81K +135 +2%
UB
88
UMB Bank
Missouri
$239K
SCM
89
Sterneck Capital Management
Missouri
$229K
BSSFA
90
Baron Silver Stevens Financial Advisors
Florida
$226K +$222K +6,219 New
SIM
91
Stratos Investment Management
Ohio
$223K +$219K +6,145 New
SCA
92
Snowden Capital Advisors
New York
$221K +$216K +6,073 New
AF
93
Allworth Financial
California
$217K
BCI
94
Brinker Capital Investments
Pennsylvania
$214K +$210K +5,888 New
OPS
95
Orion Portfolio Solutions
Nebraska
$214K +$210K +5,888 New
ATC
96
Argent Trust Co
Tennessee
$210K +$206K +5,782 New
LCWP
97
Legacy Capital Wealth Partners
Arkansas
$204K +$200K +5,621 New
SWM
98
Segment Wealth Management
Texas
$203K +$198K +5,570 New
SPIA
99
Steward Partners Investment Advisory
New York
$194K +$44.9K +1,259 +31%
MG
100
Mather Group
Illinois
$185K +$181K +5,080 New