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Tortoise North American Pipeline ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
1
Arvest Trust
Oklahoma
$51M -$808K -31,943 -2%
TIA
2
Traphagen Investment Advisors
New Jersey
$36.9M -$105K -4,141 -0.3%
Bank of America
3
Bank of America
North Carolina
$30.7M -$834K -32,962 -3%
MFG
4
Magnus Financial Group
New York
$20.2M +$175K +6,930 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$19.3M +$290K +11,470 +2%
AI
6
Arvest Investments
Arkansas
$18.1M +$17.7M +699,111 New
FM
7
Foster & Motley
Ohio
$17.9M -$90.9K -3,590 -0.5%
AP
8
Atwood & Palmer
Missouri
$15.8M +$34.2K +1,350 +0.2%
KMWM
9
Keudell/Morrison Wealth Management
Oregon
$10.3M +$2.79M +110,426 +38%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$8.44M -$1.94M -76,564 -19%
BB
11
Busey Bank
Illinois
$8.27M -$8.33M -329,127 -51%
Wells Fargo
12
Wells Fargo
California
$7.2M +$6.71M +265,122 +2,105%
UBS Group
13
UBS Group
Switzerland
$7.07M -$4K -158 -0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7M -$783K -30,939 -10%
TSWM
15
Triangle Securities Wealth Management
North Carolina
$6.87M +$34.2K +1,352 +0.5%
Cerity Partners
16
Cerity Partners
New York
$6.59M +$6.43M +254,122 New
OA
17
Oxbow Advisors
Texas
$6.57M -$130K -5,146 -2%
EDRIA
18
Edmonds Duncan Registered Investment Advisors
Kansas
$6.13M +$4.35K +172 +0.1%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.86M -$9.38M -370,763 -62%
Mariner
20
Mariner
Kansas
$5.52M -$13.9K -550 -0.3%
RFC
21
Regions Financial Corp
Alabama
$4.63M -$607K -23,995 -12%
IWA
22
Icon Wealth Advisors
Texas
$4.11M +$4.01M +158,489 New
FWP
23
FAS Wealth Partners
Kansas
$4.05M -$108K -4,260 -3%
LPL Financial
24
LPL Financial
California
$3.62M +$397K +15,703 +13%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.6M +$72.5K +2,864 +2%