| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 590,084 | 6,414,000 | 57.62% | ||
| 2 | CT Financial Advisors LLC | 384,324 | 4,177,601 | 37.53% | ||
| 3 | FDx Advisors, Inc. | 20,100 | 218,000 | 1.96% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 19,331 | 210,000 | 1.89% | ||
| 5 | FIRST INTERSTATE BANK | 10,220 | 111,000 | 1.00% |
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.
