| 2017 | AT&T, Inc | J |
| 2017 | CBS / Viacom | J |
| 2017 | Coca-Cola Co. - common | J |
| 2017 | Coca-Cola Co. - common | J |
| 2017 | Comcast Corp. | J |
| 2017 | IRA - T. Rowe Price Int'l. Discovery Fund | J |
| 2017 | IRA - T. Rowe Price Maryland Short Term Tax-Free Bond | J |
| 2017 | IRA -T. Rowe Price Global Technology Fund | J |
| 2017 | IRA -T. Rowe Price Prime Reserve Fund | J |
| 2017 | IRA -T. Rowe Price Tax Free High Yield Fund | K |
| 2017 | IRA -T.Rowe Price Tax Free High Yield Fund | K |
| 2017 | Mercantile Safe Deposit & Trust (Savings), wk/a PNC Bank | J |
| 2017 | Minnesota Mining & Mfg. Co. (3M) Common | J |
| 2017 | Minnesota Mining & Mfg. Co. (3M) common | J |
| 2017 | Municipal Employees Credit Union | J |
| 2017 | Municipal Employees Credit Union (IRA) | K |
| 2016 | AT&T, Inc | J |
| 2016 | CBS / Viacom | J |
| 2016 | Chevy Chase Bank n/k/a Capital One (savings) | |
| 2016 | Coca-Cola Co. - common | J |
| 2016 | Coca-Cola Co. - common | J |
| 2016 | Comcast Corp. | J |
| 2016 | IRA - T. Rowe Price Maryland Short Term Tax-Free Bond | J |
| 2016 | IRA -T. Rowe Price Global Technology Fund | J |
| 2016 | IRA -T. Rowe Price Int'l. Discovery Fund | J |
| 2016 | IRA -T. Rowe Price Prime Reserve Fund | J |
| 2016 | IRA -T. Rowe Price Tax Free High Yield Fund | K |
| 2016 | IRA -T.Rowe Price Tax Free High Yield Fund | K |
| 2016 | Lucent Tech. Inc, w/k/a Alcatel-Lucent (merger) | |
| 2016 | Mercantile Safe Deposit & Trust (Savings), wk/a PNC Bank | J |