| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 734,357 | 11,676,000 | 59.90% | ||
| 2 | RNC CAPITAL MANAGEMENT LLC | 367,014 | 5,836,000 | 29.94% | ||
| 3 | CT Financial Advisors LLC | 87,216 | 1,386,733 | 7.11% | ||
| 4 | CCM INVESTMENT ADVISERS LLC | 36,855 | 586,000 | 3.01% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 513 | 8,000 | 0.04% |
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.
