| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1,158,006 | 12,715,000 | 67.37% | ||
| 2 | CT Financial Advisors LLC | 217,634 | 2,389,626 | 12.66% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 190,059 | 2,086,850 | 11.06% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 101,126 | 1,110,000 | 5.88% | ||
| 5 | CCM INVESTMENT ADVISERS LLC | 34,590 | 379,000 | 2.01% | ||
| 6 | Freedom Investment Management, Inc. | 17,459 | 192,000 | 1.02% |
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.
