| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 20,854 | 241,000 | 1.97% | ||
| 2 | Freedom Investment Management, Inc. | 38,576 | 446,000 | 3.65% | ||
| 3 | GLENMEDE TRUST CO NA | 39,027 | 451,000 | 3.69% | ||
| 4 | CT Financial Advisors LLC | 342,341 | 3,957,464 | 32.38% | ||
| 5 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 616,458 | 7,126,000 | 58.31% |
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.
