| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1,575,713 | 26,236,000 | 87.33% | ||
| 2 | CT Financial Advisors LLC | 149,720 | 2,668,006 | 8.88% | ||
| 3 | DONALDSON CAPITAL MANAGEMENT, LLC | 45,744 | 762,000 | 2.54% | ||
| 4 | CCM INVESTMENT ADVISERS LLC | 22,551 | 375,000 | 1.25% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
