| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 384,324 | 4,177,601 | 51.50% | ||
| 2 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 402,264 | 3,826,000 | 47.17% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 11,342 | 108,000 | 1.33% |
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.
