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Tortoise North American Pipeline ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BB
1
Busey Bank
Illinois
$49M +$327K +13,136 +0.7%
AT
2
Arvest Trust
Oklahoma
$47.6M +$847K +34,018 +2%
TIA
3
Traphagen Investment Advisors
New Jersey
$32.6M +$828K +33,220 +3%
Bank of America
4
Bank of America
North Carolina
$28.5M +$4M +160,448 +16%
Morgan Stanley
5
Morgan Stanley
New York
$19.3M +$1.54M +61,826 +8%
MFG
6
Magnus Financial Group
New York
$18.7M +$144K +5,788 +0.8%
FM
7
Foster & Motley
Ohio
$16.4M +$393K +15,767 +2%
AP
8
Atwood & Palmer
Missouri
$14.5M +$100K +4,013 +0.7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$14M +$367K +14,729 +3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$10.3M -$461K -18,507 -4%
KMWM
11
Keudell/Morrison Wealth Management
Oregon
$7.31M +$506K +20,316 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.3M +$62.5K +2,510 +0.8%
UBS Group
13
UBS Group
Switzerland
$7.17M +$1.03M +41,513 +16%
Cerity Partners
14
Cerity Partners
New York
$6.49M -$512K -20,548 -7%
UCFA
15
United Capital Financial Advisors
Texas
$6.44M +$132K +5,294 +2%
TSWM
16
Triangle Securities Wealth Management
North Carolina
$6.25M +$260K +10,431 +4%
OA
17
Oxbow Advisors
Texas
$6.14M +$109K +4,374 +2%
EDRIA
18
Edmonds Duncan Registered Investment Advisors
Kansas
$5.58M -$72.7K -2,920 -1%
Mariner
19
Mariner
Kansas
$5.19M -$224K -9,003 -4%
RFC
20
Regions Financial Corp
Alabama
$5.09M -$7.82K -314 -0.1%
IWP
21
Icon Wealth Partners
Texas
$4.51M +$4.62M +185,598 New
FWP
22
FAS Wealth Partners
Kansas
$4.05M +$235K +9,451 +6%
HSA
23
HBK Sorce Advisory
Pennsylvania
$3.65M -$3.74M -150,131 -50%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.6M +$312K +12,526 +9%
CCB
25
Country Club Bank
Missouri
$3.33M -$349K -13,994 -9%