| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1,704,468 | 29,982,000 | 82.00% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 148,422 | 2,611,000 | 7.14% | ||
| 3 | CT Financial Advisors LLC | 145,083 | 2,552,014 | 6.98% | ||
| 4 | Freedom Investment Management, Inc. | 80,734 | 1,420,000 | 3.88% |
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.
