| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 780,997 | 13,714,000 | 85.43% | ||
| 2 | Freedom Investment Management, Inc. | 114,011 | 2,002,000 | 12.47% | ||
| 3 | CT Financial Advisors LLC | 19,167 | 336,580 | 2.10% |
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.
