| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 19,223 | 344,482 | 1.05% | ||
| 2 | ALMANACK INVESTMENT PARTNERS, LLC. | 38,485 | 690,000 | 2.09% | ||
| 3 | Freedom Investment Management, Inc. | 130,620 | 2,341,000 | 7.11% | ||
| 4 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 771,043 | 13,817,000 | 41.95% | ||
| 5 | MassMutual Private Wealth & Trust, FSB | 878,620 | 15,744,865 | 47.80% |
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.
