| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 822,510 | 14,073,000 | 82.14% | ||
| 2 | CT Financial Advisors LLC | 97,147 | 1,662,193 | 9.70% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 37,962 | 649,525 | 3.79% | ||
| 4 | Freedom Investment Management, Inc. | 31,975 | 547,000 | 3.19% | ||
| 5 | CCM INVESTMENT ADVISERS LLC | 11,845 | 202,000 | 1.18% |
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.
