| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 781,100 | 12,045,000 | 86.05% | ||
| 2 | Freedom Investment Management, Inc. | 83,281 | 1,284,000 | 9.17% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 24,796 | 382,359 | 2.73% | ||
| 4 | CT Financial Advisors LLC | 18,594 | 286,717 | 2.05% |
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.
