| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1,745,116 | 28,533,000 | 82.15% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 168,789 | 2,760,000 | 7.95% | ||
| 3 | CT Financial Advisors LLC | 154,856 | 2,531,900 | 7.29% | ||
| 4 | CCM INVESTMENT ADVISERS LLC | 33,951 | 555,000 | 1.60% | ||
| 5 | Fisher Asset Management, LLC | 12,591 | 206,000 | 0.59% | ||
| 6 | WEALTHPLAN PARTNERS, LLC | 8,971 | 146,668 | 0.42% | ||
| 7 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 108 | 2,000 | 0.01% |
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.
