| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 239,940 | 7,009,000 | 96.11% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 7,380 | 216,000 | 2.96% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 1,463 | 42,724 | 0.59% | ||
| 4 | CT Financial Advisors LLC | 861 | 25,143 | 0.34% |
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.
