| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 507 | 10,000 | 0.04% | ||
| 2 | CCM INVESTMENT ADVISERS LLC | 45,574 | 879,000 | 3.44% | ||
| 3 | CT Financial Advisors LLC | 86,357 | 1,665,831 | 6.52% | ||
| 4 | RNC CAPITAL MANAGEMENT LLC | 370,851 | 7,154,000 | 28.02% | ||
| 5 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 820,486 | 15,827,000 | 61.98% |
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.
