| 2014 | Capstone Bank Premier MM | M |
| 2014 | City of B'Ham, Defered Comp Plan, (Nationwide Fixed Acc.) | K |
| 2014 | Gap Inc. Common Stock | |
| 2014 | Raymond James IRA (cash and cash equivalent) | J |
| 2014 | Regions Bank Platinum MM | K |
| 2014 | Walt Disney Co. Common Stock | M |
| 2013 | Capstone Bank Premier MM | M |
| 2013 | City of B'Ham, Defered Comp Plan, (Nationwide Fixed Acc.) | K |
| 2013 | Gap Inc. Common Stock | K |
| 2013 | Raymond James IRA (cash and cash equivalent) | J |
| 2013 | Regions Bank Platinum MM | K |
| 2013 | Walt Disney Co. Common Stock | M |
| 2012 | Capstone Bank Premier MM | M |
| 2012 | City of B'Ham, Defered Comp Plan, (Nationwide Fixed Acc.) | K |
| 2012 | Gap Inc. Common Stock | K |
| 2012 | Ray James IRA (was Morgan Keegan IRA Drevius MM{Class A) | J |
| 2012 | Regions Bank Platinum MM | K |
| 2012 | Walt Disney Co. Common Stock | L |