| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1,753,529 | 28,951,000 | 57.73% | ||
| 2 | Perigon Wealth Management, LLC | 843,590 | 15,392,000 | 30.69% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 167,836 | 2,771,000 | 5.53% | ||
| 4 | CT Financial Advisors LLC | 142,410 | 2,351,176 | 4.69% | ||
| 5 | Freedom Investment Management, Inc. | 21,888 | 361,000 | 0.72% | ||
| 6 | CCM INVESTMENT ADVISERS LLC | 19,493 | 321,000 | 0.64% | ||
| 7 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 108 | 2,000 | 0.00% |
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.
