| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 774,334 | 13,442,000 | 84.50% | ||
| 2 | CT Financial Advisors LLC | 98,740 | 1,714,123 | 10.78% | ||
| 3 | Freedom Investment Management, Inc. | 43,323 | 752,000 | 4.73% |
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.
