| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 44,467 | 990,000 | 75.17% | ||
| 2 | CT Financial Advisors LLC | 13,757 | 306,233 | 23.25% | ||
| 3 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 651 | 17,000 | 1.29% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 168 | 3,732 | 0.28% |
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.
