| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 618,270 | 6,214,000 | 58.18% | ||
| 2 | CT Financial Advisors LLC | 384,324 | 3,862,455 | 36.16% | ||
| 3 | FIRST INTERSTATE BANK | 34,059 | 342,000 | 3.20% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 26,050 | 262,000 | 2.45% |
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.
