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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
$113M +$1.25M +35,207 +1%
ABTD
2
Arvest Bank Trust Division
Oklahoma
$46.7M +$1.08M +30,327 +2%
Bank of America
3
Bank of America
North Carolina
$37.1M +$4.91M +138,577 +16%
MFG
4
Magnus Financial Group
New York
$31.8M +$355K +10,000 +1%
TIA
5
Traphagen Investment Advisors
New Jersey
$25.7M +$254K +7,171 +1%
AP
6
Atwood & Palmer
Missouri
$24.1M +$55.6K +1,569 +0.2%
FM
7
Foster & Motley
Ohio
$23.4M +$120K +3,381 +0.5%
AI
8
Arvest Investments
Arkansas
$15.4M +$332K +9,374 +2%
Wells Fargo
9
Wells Fargo
California
$14.9M +$176K +4,952 +1%
BB
10
Busey Bank
Illinois
$10.3M -$336K -9,489 -3%
UBS Group
11
UBS Group
Switzerland
$10.2M -$3.56M -100,427 -26%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$9.52M +$62.2K +1,753 +0.7%
Cerity Partners
13
Cerity Partners
New York
$8.93M +$1.63K +46 +0%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.76M -$441K -12,427 -5%
PFBT
15
Parkside Financial Bank & Trust
Missouri
$8.68M +$694K +19,565 +9%
Creative Planning
16
Creative Planning
Kansas
$8.44M -$263K -7,419 -3%
TSWM
17
Triangle Securities Wealth Management
North Carolina
$8.36M -$128K -3,601 -2%
Raymond James Financial
18
Raymond James Financial
Florida
$7.77M -$726K -20,479 -9%
Mariner
19
Mariner
Kansas
$7.26M
CastleKeep Investment Advisors
20
CastleKeep Investment Advisors
Connecticut
$7.03M +$195K +5,510 +3%
OA
21
Oxbow Advisors
Texas
$6.33M -$308K -8,686 -5%
IWA
22
Icon Wealth Advisors
Texas
$5.19M -$48.4K -1,366 -0.9%
LPL Financial
23
LPL Financial
California
$4M -$171K -4,819 -4%
FWP
24
FAS Wealth Partners
Kansas
$3.97M -$87K -2,453 -2%
SHWM
25
Smith & Howard Wealth Management
Georgia
$3.86M -$1.35K -38 -0%