| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 90,750 | 2,011,000 | 84.60% | ||
| 2 | CT Financial Advisors LLC | 15,528 | 344,097 | 14.48% | ||
| 3 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 651 | 13,000 | 0.55% | ||
| 4 | Perigon Wealth Management, LLC | 406 | 9,000 | 0.38% | ||
| 5 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 11 | 0 | 0.00% |
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.
