| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 622,400 | 6,473,000 | 58.97% | ||
| 2 | CT Financial Advisors LLC | 355,823 | 3,700,561 | 33.71% | ||
| 3 | Freedom Investment Management, Inc. | 54,982 | 572,000 | 5.21% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 22,296 | 232,000 | 2.11% |
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.
