| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1,759,987 | 29,515,000 | 70.48% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 363,416 | 6,094,489 | 14.55% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 154,188 | 2,586,000 | 6.18% | ||
| 4 | CT Financial Advisors LLC | 144,571 | 2,424,456 | 5.79% | ||
| 5 | Freedom Investment Management, Inc. | 62,022 | 1,040,000 | 2.48% | ||
| 6 | CCM INVESTMENT ADVISERS LLC | 13,046 | 218,000 | 0.52% |
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.
