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Tortoise North American Pipeline ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$89.1M +$67.1M +2,389,279 +340%
AT
2
Arvest Trust
Oklahoma
$58.7M +$314K +11,169 +0.6%
MFG
3
Magnus Financial Group
New York
$23.2M +$475K +16,902 +2%
TIA
4
Traphagen Investment Advisors
New Jersey
$22M -$2.13M -75,655 -9%
FM
5
Foster & Motley
Ohio
$20.4M -$44.4K -1,580 -0.2%
AI
6
Arvest Investments
Arkansas
$19.3M -$865K -30,795 -4%
AP
7
Atwood & Palmer
Missouri
$18.3M +$169K +6,000 +1%
Bank of America
8
Bank of America
North Carolina
$15.4M +$2.54M +90,226 +20%
KMWM
9
Keudell/Morrison Wealth Management
Oregon
$11.7M +$74.7K +2,658 +0.7%
BB
10
Busey Bank
Illinois
$9.04M -$231K -8,221 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.04M +$168K +5,969 +2%
TSWM
12
Triangle Securities Wealth Management
North Carolina
$7.63M -$64.6K -2,298 -0.9%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$7.6M -$161K -5,734 -2%
Wells Fargo
14
Wells Fargo
California
$7.36M -$637K -22,672 -8%
Cerity Partners
15
Cerity Partners
New York
$7.33M -$62.1K -2,210 -0.9%
OA
16
Oxbow Advisors
Texas
$7.13M -$305K -10,848 -4%
UBS Group
17
UBS Group
Switzerland
$6.82M -$679K -24,168 -9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.64M +$141K +5,009 +2%
Mariner
19
Mariner
Kansas
$6.63M +$457K +16,253 +8%
EDRIA
20
Edmonds Duncan Registered Investment Advisors
Kansas
$6.33M -$616K -21,929 -9%
RFC
21
Regions Financial Corp
Alabama
$4.54M -$144K -5,113 -3%
IWA
22
Icon Wealth Advisors
Texas
$4.36M -$53.4K -1,899 -1%
FWP
23
FAS Wealth Partners
Kansas
$3.97M -$58.6K -2,084 -1%
SHWM
24
Smith & Howard Wealth Management
Georgia
$3.73M +$103K +3,681 +3%
CCB
25
Country Club Bank
Missouri
$3.21M -$33.2K -1,181 -1%