| 2020 | AB High Income Fund (AGDYX) | K |
| 2020 | AIG/Sun America Focused Dividend Strategy Fund (FDSWX) | L |
| 2020 | DWS CROCI Equity Dividend Fund (KDHIX) | L |
| 2020 | DWS Emerging Markets Equity Fund | K |
| 2020 | Delaware Samall Cap Cor (DCCIX) | L |
| 2020 | Energy Select Sector SPDR Fund ETF (XLE) | K |
| 2020 | Energy Select Sector SPDR Fund ETF (XLE) | K |
| 2020 | Financial Sector SPDR Trust ETF (XLF) | L |
| 2020 | First Eagle Overseas Fund (SGOIX) | L |
| 2020 | Hartford Schroders US Small Mid Cap (SMDIX) | L |
| 2020 | Ishores Gold Trust ETF (IAU) | K |
| 2020 | JPMorgan US Equity Select (JMUEX) | M |
| 2020 | Jackson National Annunity - Fixed Income Annuity | M |
| 2020 | Loomis Sayles Investment Grade Bond (LSIIX) | K |
| 2020 | Oppenheimer Developing Markts Funds (ODVYX) | L |
| 2020 | PNC Bank Account | L |
| 2020 | Pimco Income Fund (PONPX) | K |
| 2020 | Pioneer Pioneer fundamental Growth fund (FUNYX) | M |
| 2020 | Pioneer Strategic Income Fund (STRYX) | K |
| 2020 | Roam Bally IV, LP | K |
| 2020 | Vanguard Sector Index FD Information Tech ETF (VGT) | M |
| 2019 | AB High Income Fund (AGDYX) | K |
| 2019 | AIG/Sun America Focused Dividend Strategy Fund (FDSWX) | L |
| 2019 | Delaware Small Cap Core (DCCIX) | L |
| 2019 | Energy Select Sector SPDR Fund ETF (XLE) | L |
| 2019 | Financial Sector SPDR Trust ETF (XLF) | K |
| 2019 | First Eagle Overseas Fund (SGOIX) | L |
| 2019 | Hartford Schroders US Small Mid cap (SMDIX) | L |
| 2019 | Ishores Gold Trust ETF (IAU) | K |
| 2019 | JPMorgan US Equity Select (JUESX) | |