| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 674,483 | 6,779,000 | 62.25% | ||
| 2 | CT Financial Advisors LLC | 384,324 | 3,862,455 | 35.47% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 24,697 | 248,000 | 2.28% |
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.
