| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 658,099 | 7,239,000 | 61.62% | ||
| 2 | CT Financial Advisors LLC | 372,829 | 4,101,119 | 34.91% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 20,854 | 229,000 | 1.95% | ||
| 4 | Freedom Investment Management, Inc. | 13,641 | 150,000 | 1.28% | ||
| 5 | Perigon Wealth Management, LLC | 2,521 | 28,000 | 0.24% | ||
| 6 | 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.
