| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1,117,446 | 12,560,000 | 53.38% | ||
| 2 | Perigon Wealth Management, LLC | 562,093 | 6,564,000 | 27.90% | ||
| 3 | CT Financial Advisors LLC | 240,725 | 2,705,741 | 11.50% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 98,109 | 1,103,000 | 4.69% | ||
| 5 | CCM INVESTMENT ADVISERS LLC | 53,232 | 598,000 | 2.54% | ||
| 6 | 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.
