| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 781,369 | 12,768,000 | 84.46% | ||
| 2 | Freedom Investment Management, Inc. | 108,080 | 1,766,000 | 11.68% | ||
| 3 | CT Financial Advisors LLC | 18,659 | 304,880 | 2.02% | ||
| 4 | DONALDSON CAPITAL MANAGEMENT, LLC | 17,075 | 279,000 | 1.85% |
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.
