| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 886,780 | 14,942,000 | 62.75% | ||
| 2 | Perigon Wealth Management, LLC | 129,350 | 6,526,000 | 27.40% | ||
| 3 | CT Financial Advisors LLC | 91,484 | 1,541,491 | 6.47% | ||
| 4 | CCM INVESTMENT ADVISERS LLC | 18,630 | 313,000 | 1.31% | ||
| 5 | RNC CAPITAL MANAGEMENT LLC | 15,743 | 265,000 | 1.11% | ||
| 6 | Freedom Investment Management, Inc. | 13,009 | 219,000 | 0.92% | ||
| 7 | MONROE BANK & TRUST/MI | 359 | 6,000 | 0.03% | ||
| 8 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 30 | 1,000 | 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.
