| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 869,212 | 13,699,000 | 70.76% | ||
| 2 | RNC CAPITAL MANAGEMENT LLC | 303,360 | 4,781,000 | 24.69% | ||
| 3 | CCM INVESTMENT ADVISERS LLC | 31,073 | 489,000 | 2.53% | ||
| 4 | CT Financial Advisors LLC | 22,430 | 353,492 | 1.83% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 2,394 | 37,730 | 0.19% | ||
| 6 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 30 | 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.
