| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 145,217 | 3,561,000 | 84.48% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 15,247 | 374,000 | 8.87% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 11,434 | 280,000 | 6.64% |
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.