| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1,120,361 | 12,761,000 | 84.04% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 105,899 | 1,206,000 | 7.94% | ||
| 3 | CCM INVESTMENT ADVISERS LLC | 88,047 | 1,002,000 | 6.60% | ||
| 4 | BAHL & GAYNOR INC | 11,663 | 133,000 | 0.88% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 6,974 | 79,437 | 0.52% | ||
| 6 | CT Financial Advisors LLC | 199 | 2,270 | 0.01% | ||
| 7 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 38 | 0 | 0.00% |
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.
