| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 655,899 | 6,736,000 | 58.98% | ||
| 2 | CT Financial Advisors LLC | 392,929 | 4,035,386 | 35.33% | ||
| 3 | GLENMEDE TRUST CO NA | 39,027 | 400,000 | 3.50% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 24,274 | 249,000 | 2.18% | ||
| 5 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 54 | 1,000 | 0.01% |
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.
