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Tortoise North American Pipeline ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
1
Arvest Trust
Oklahoma
$49.8M -$61.7K -2,532 -0.1%
TIA
2
Traphagen Investment Advisors
New Jersey
$33.6M +$552K +22,644 +2%
Bank of America
3
Bank of America
North Carolina
$28.3M -$599K -24,591 -2%
BB
4
Busey Bank
Illinois
$19.3M -$30M -1,231,147 -61%
Morgan Stanley
5
Morgan Stanley
New York
$19M -$544K -22,339 -3%
MFG
6
Magnus Financial Group
New York
$19M +$76.8K +3,151 +0.4%
FM
7
Foster & Motley
Ohio
$17.1M +$457K +18,766 +3%
AP
8
Atwood & Palmer
Missouri
$14.9M +$156K +6,395 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$14.5M +$285K +11,679 +2%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$9.84M -$591K -24,229 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.38M -$19K -779 -0.3%
KMWM
12
Keudell/Morrison Wealth Management
Oregon
$7.37M -$48.3K -1,983 -0.7%
UBS Group
13
UBS Group
Switzerland
$6.77M -$497K -20,375 -7%
TSWM
14
Triangle Securities Wealth Management
North Carolina
$6.44M +$106K +4,353 +2%
OA
15
Oxbow Advisors
Texas
$6.41M +$177K +7,249 +3%
Cerity Partners
16
Cerity Partners
New York
$6.4M -$178K -7,310 -3%
EDRIA
17
Edmonds Duncan Registered Investment Advisors
Kansas
$5.79M +$135K +5,533 +2%
Mariner
18
Mariner
Kansas
$5.26M +$97 +4 +0%
RFC
19
Regions Financial Corp
Alabama
$4.87M -$285K -11,694 -6%
IWP
20
Icon Wealth Partners
Texas
$4.3M -$277K -11,360 -6%
FWP
21
FAS Wealth Partners
Kansas
$4.18M +$74.6K +3,061 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.54M -$104K -4,268 -3%
CCB
23
Country Club Bank
Missouri
$3.14M -$225K -9,215 -7%
HSA
24
HBK Sorce Advisory
Pennsylvania
$3.04M -$658K -26,999 -18%
QCIG
25
Quad-Cities Investment Group
Iowa
$2.97M -$68.6K -2,816 -2%