| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 732,991 | 11,054,000 | 98.40% | ||
| 2 | CT Financial Advisors LLC | 11,845 | 178,626 | 1.59% | ||
| 3 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 80 | 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.
