| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CCM INVESTMENT ADVISERS LLC | 102,552 | 2,301,000 | 72.36% | ||
| 2 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 37,912 | 851,000 | 26.76% | ||
| 3 | CT Financial Advisors LLC | 814 | 18,258 | 0.57% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 423 | 9,502 | 0.30% |
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.
