| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GW HENSSLER & ASSOCIATES LTD | 172,000 | 28,000 | 62.66% | ||
| 2 | Busey Bank | 35,000 | 6,000 | 13.43% | ||
| 3 | Vantage Investment Advisors, LLC | 40,000 | 6,000 | 13.43% | ||
| 4 | Clean Yield Group | 23,650 | 4,000 | 8.95% | ||
| 5 | CT Financial Advisors LLC | 9,000 | 684 | 1.53% |
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.
