| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CCM INVESTMENT ADVISERS LLC | 20,046 | 233,000 | 1.34% | ||
| 2 | Freedom Investment Management, Inc. | 24,333 | 284,000 | 1.64% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 85,947 | 1,002,000 | 5.78% | ||
| 4 | CT Financial Advisors LLC | 222,192 | 2,590,754 | 14.94% | ||
| 5 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1,134,499 | 13,228,000 | 76.30% |
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.
