| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 803,597 | 14,770,000 | 85.18% | ||
| 2 | CT Financial Advisors LLC | 98,323 | 1,807,170 | 10.42% | ||
| 3 | Freedom Investment Management, Inc. | 41,531 | 763,000 | 4.40% |
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.
