| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WILLIAMS JONES & ASSOCIATES LLC | 12,299 | 60,000 | 2.23% | ||
| 2 | CT Financial Advisors LLC | 15,359 | 75,261 | 2.79% | ||
| 3 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 522,296 | 2,559,000 | 94.98% |
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.
