| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MassMutual Private Wealth & Trust, FSB | 75,235 | 1,932,797 | 61.60% | ||
| 2 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 34,676 | 891,000 | 28.40% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 8,250 | 212,000 | 6.76% | ||
| 4 | MOTCO | 3,143 | 81,000 | 2.58% | ||
| 5 | CT Financial Advisors LLC | 814 | 20,902 | 0.67% |
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.
