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ADULT AND TEEN CHALLENGE WISCONSIN 9236 WEST APPLETON AVENUE MILWAUKEE WI 53225 NONE PC General Support 2500 ANCHOR MINISTRIES 4900 SPRING STREET SUITE 203 RACINE WI 53406 NONE PC General Support 20000 AUDIO & BRAILLE LITERARY ENHANCEMENT 803 WEST WELLS Street MILWAUKEE WI 53233 NONE PC General Support 1000 AURORA HEALTH CARE FOUNDATION PO BOX 341880 MILWAUKEE WI 53234 NONE SO II General Support 25000 AVOW FOUNDATION INC 1095 WHIPPOORWILL LANE NAPLES FL 34105 NONE SO II General Support 2500 BIG BROTHERS BIG SISTERS 3131 TAYLOR AVE BOX 7 BUILDING 4 RACINE WI 53405 NONE PC General Support 2500 BOY SCOUTS OF AMERICA 2319 NORTHWESTERN AVENUE RACINE WI 53404 NONE PC General Support 1000 CARE NET FAMILY RESOURCE CENTER 6105 22ND AVENUE KENOSHA WI 53143 NONE PC General Support 1000 CENTER FOR DEAF-BLIND PERSONS INC 3195 S SUPERIOR Street MILWAUKEE WI 53207 NONE PC General Support 5000 CHILDREN'S HOSPITAL FOUNDATION 9000 W WISC AVE PO BOX 1997 MILWAUKEE WI 53201 NONE PC General Support 27500 Children's Tumor Foundation 370 LEXINGTON AVENUE SUITE 200 NEW YORK NY 10017 NONE PC General Support 500 COMMUNITY PROJECTS FOR SENIORS 3073 S CHASE AVENUE SUITE 210 MILWAUKEE WI 53207 NONE PC General Support 7500 CONCORDIA LUTHERAN SCHOOL 8500 DURAND AVENUE STURTEVANT WI 53177 NONE PC General Support 5000 CONCORDIA UNIVERSITY WISCONSIN 12800 NORTH LAKE SHORE DRIVE MEQUON WI 53097 NONE PC General Support 3500 COVENANT HARBOR 1724 W MAIN Street LAKE GENEVA WI 53147 NONE PC General Support 1000 Downs Syndrome Association of Wisconsin 11709 W CLEVELAND AVENUE SUITE 2 WEST ALLIS WI 53227 NONE PC General Support 3000 DOWNTOWN RACINE CORPORATION 425 MAIN STREET RACINE WI 534031030 NONE PC MUSIC ON THE MONUMENT 1000 FAITH HOPE & LOVE INC 740 COLLEGE AVENUE RACINE WI 53403 NONE PC General Support 2000 FRIENDS OF CAMP ANOKIJIG INC W 5639 ANOKIJIG LN PLYMOUTH WI 53703 NONE PC General Support 20000 FROEDTERT HOSPITAL FOUNDATION 9200 W WISCONSIN AVENUE MILWAUKEE WI 53226 NONE PC CANCER CENTER 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Street RACINE WI 53403 NONE PC General Support 1000 RACINE LITERACY COUNCIL 734 LAKE AVENUE RACINE WI 53403 NONE PC General Support 10000 RACINE SYMPHONY ORCHESTRA PO BOX 1874 RACINE WI 53401 NONE PC General Support 1000 RACINE VOCATIONAL MINISTRY INC 214 SEVENTH STREET RACINE WI 53403 NONE PC General Support 10000 RACINE YMCA 725 LAKE AVENUE RACINE WI 53403 NONE PC General Support 1500 RACINE ZOOLOGICAL SOCIETY 2131 NORTH MAIN STREET RACINE WI 53402 NONE PC General Support 1000 RONALD McDONALD HOUSE CHARITIES 8948 W WATERTOWN PLANK Road WAUWATOSA WI 53226 NONE PC General Support 5000 ROOT-PIKE WATERSHED INITIATIVE NETWORK PO BOX 044164 RACINE WI 53404 NONE PC General Support 2500 SALVATION ARMY - RACINE 1091 WASHINGTON AVENUE RACINE WI 53403 NONE PC General Support 2500 SHALOM CENTER 1713 62ND ST KENOSHA WI 53143 NONE PC General Support 2000 SHEPHERDS COLLEGE 1805 15TH AVENUE UNION GROVE WI 53182 NONE PC SHEPHERD'S COLLEGE 55000 SHEPHERDS MINISTRIES 1805 15TH AVENUE UNION GROVE WI 53182 NONE PC SHEPHERD'S COLLEGE 20000 SIENA RETREAT CENTER 5635 ERIE Street RACINE WI 53402 NONE PC General Support 500 SME EDUCATION FOUNDATION ONE SME DRIVE DEARBORN MI 48128 NONE PC General Support 5000 SOUTHWESTERN SUBURBAN SYMPHONY 11220 W CARROLL CIRCLE FRANKLIN WI 53132 NONE PC General Support 5000 SPECIAL OLYMPICS - SE WISCONSIN 2310 CROSSROADS DR NO 1000 MADISON WI 53718 NONE PC General Support 5000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 61 KNOLLWOOD Lane NEW CANAAN CT 06840 NONE PC General Support 25000 ST MESROB ARMENIAN CHURCH 4605 ERIE STREET RACINE WI 53402 NONE PC General Support 2500 St Monica's Senior Living 3920 NORTH GREEN BAY ROAD RACINE WI 53404 NONE PC General Support 5000 THE NATURE CONSERVANCY - WI CHAPTER 633 WEST MAIN STTREET MADISON WI 53703 NONE PC General Support 1500 UNITED PERFORMING ARTS FUND INC 301 W WISCONSIN AVE NO 600 MILWAUKEE WI 53203 NONE PC General Support 3000 UNITED WAY OF RACINE COUNTY 2000 DOMANIK DRIVE RACINE WI 53404 NONE PC General Support 10000 VERSITI WISCONSIN 638 N 18TH ST MILWAUKEE WI 53233 NONE PC General Support 1000 VISION FORWARD 912 NORTH HAWLEY ROAD MILWAUKEE WI 532133292 NONE PC General Support 3000 VISIONING A GREATER RACINE INC 201 6TH STREET SUITE 310 RACINE WI 53403 NONE PC General Support 5000 VOLUNTEER CENTER OF RACINE INC 6216 WASHINGTON AVENUE G RACINE WI 53406 NONE PC General Support 1000 Walk By Faith 2324 TAYLOR AVENUE RACINE WI 53403 NONE PC General Support 2500 WAR MEMORIAL CENTER 750 NORTH LINCOLN MEMORIAL DRIVE MILWAUKEE WI 53202 NONE PC General Support 1000 WISCONSIN HISTORICAL SOCIETY 816 STATE STREET MADISON WI 53706 NONE PC General Support 1000 WISCONSIN HUMANE SOCIETY 4500 W WISCONSIN AVENUE MILWAUKEE WI 53208 NONE PC WISCONSIN HISTORICAL SOCIETY 2500 YOUTH FOR CHRIST PO BOX 81041 RACINE WI 53408 NONE PC General Support 25000 568000 14 86989 18 76742 CLASS ACTION SETTLEMENTS 168 163899 163899 false false false false false false false false false false TAX PREPARATION FEES 8840 4420 4420 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ROWE PRICE 125990 161127 3035.1 SHRS - VANECK EMERGING 57421 53600 313 SHRS - ABBOTT LABORATORIES 25250 28618 121 SHRS - ACCENTUREPLCFCLASS 11411 25981 97 SHRS - ADOBE INC SYMBOL: AD 11296 42225 54 SHRS - ALIGN TECHNOLOGY INC 9073 14820 9 SHRS - ALPHABET INC. CLASS A 5049 12762 28 SHRS - ALPHABET INC. CLASS 20966 39581 98 SHRS - AUTO DATA PROCESSING 8925 14591 BOOKING HOLDINGS INC 105 SHRS - AUTODESK INC SYMBO 17032 25115 103 SHRS - DOLLARGENERALCORP S 9850 19623 207 SHRS - FACEBOOK INC CLASS 30525 47003 106 SHRS - GARTNER INC 10900 12861 95 SHRS - MASTERCARD INC CLAS 14034 28092 312 SHRS - MICROSOFT CORP SYM 29059 63495 42 SHRS - MSCI INC SYMBOL : MS 9213 14020 NESTLE S A 114 SHRS - NIKE INC CLASS 6331 11178 O REILLY AUTOMOTIVE ORACLE CORP 154 SHRS - PAYPALHOLDINGSINCOR 14039 26831 34 SHRS - REGENERON PHARMS INC 13111 21204 120 SHRS - SALESFORCE COM SYMB 20233 22480 62 SHRS - SERVICE NOW INC SYMB 16457 25114 220 SHRS - STARBUCKS CORP SYM 13350 16190 155 SHRS - VISA INC CLASS A 10634 29941 189 SHRS - ZOETIS INC CLASS A 14770 25901 494 SHRS - A T & T INC SYMBOL 17032 14934 156 SHRS - ABBOTT LABORATORIES 7032 14263 145 SHRS - ALLSTATE CORP SYMBO 8853 14064 487 SHRS - AMERICAN INTL GROUP 22262 15185 389 SHRS - ARCHER DANIELS MIDL 16381 15521 408 SHRS - BANK OF NY MELLOH 15058 15769 BB&T CORP SYMBOL:BBT 52.8 SHRS - BROADCOM INC 13845 16412 270 SHRS - CARDINAL HEALTH INC 17379 14091 123 SHRS - CATERPILLAR INC 13440 15560 80 SHRS - CIGNA CORP 24359 15012 346 SHRS - CISCO SYSTEMS INC 7881 16137 283 SHRS - COGNIZANT TECH SOLU 15927 16080 358 SHRS - COMCAST CORP CLASS 13238 13955 442 SHRS - CONAGRA BRANDS INC 12572 15545 333 SHRS - CONOCOPHILLIPS SYMB 14001 13993 242 SHRS - CVS HEALTH CORP SYM 17492 15723 178 SHRS - DOLLAR TREE INC SYM 14447 16497 289 SHRS - DUPONT DE NEMOURS I 21228 15355 240 SHRS - EDISON INTERNTNL SY 14143 13034 HALLIBURTON CO HLDG 234 SHRS - INTEL CORP SYMBOL: 6051 14000 95 SHRS - JOHNSON & JOHNSON SY 9710 13360 119 SHRS - LOWES COMPANIES INC 5908 16079 MARATHON OIL CORP SYMBOL:MRO 139 SHRS - MARSH & MC LENNAN C 6880 14924 207 SHRS - MERCK & CO. INC. SY 11590 16007 275 SHRS - MONDELEZ INTL CLASS 9687 14061 47 SHRS - NORTHROP GRUMMAN CO 7926 14450 OCCIDENTAL PETROL CO SUMBOL:OX 285 SHRS - ORACLE CORP SYMBOL: 11465 15752 394 SHRS - PFIZER INC SYMBOL: 13144 12884 QUEST DIAGNOSTIC INC SYMBOL: D 233 SHRS - RAYTHEON TECHNOLOGI 12537 14357 417 SHRS - TRUST FINL CORP SYM 15247 15658 263 SHRS - VERIZON COMMUNICATN 12450 14499 121 SHRS - WALT DISNEY CO SYMB 11969 13493 WASTE MANAGEMENT INC. SYMBOL: REIT 14891 16393 14764 OTHER EXPENSES 1803 45 1758 Class Action Settlements 168 PRIOR PERIOD ADJUSTMENT 418 INVESTMENT MANAGEMENT FEES 20112 20112 EXCISE TAXES (BMO) 14215