| 2020 | 20th Century Ultra Fund | J |
| 2020 | AIM Large Cap Growth Fund | J |
| 2020 | AMCAP Fund Class A | K |
| 2020 | California Resources Corp. | J |
| 2020 | Capital One | J |
| 2020 | Capital One Inv. LLC | J |
| 2020 | Capital World Growth & Income Fund Class A | M |
| 2020 | DWS Investments | J |
| 2020 | Franklin Mutual Global Discovery | K |
| 2020 | Franklin Rising Dividends Class C | M |
| 2020 | Franklin Utilities Fund Class C | M |
| 2020 | Franklin n Fund Class C | L |
| 2020 | Fundamental Investors Inc. Class A | M |
| 2020 | Hancock Holding Co. | N |
| 2020 | IBM common stock | O |
| 2020 | Income Fund of America Class A | L |
| 2020 | Janus Twenty Fund | J |
| 2020 | Merrill Lynch Global Allocation | K |
| 2020 | Microsoft - common stock | J |
| 2020 | New Orleans, LA rental property - parcel 7 | N |
| 2020 | New Orleans, LA rental property - parcel 8 | N |
| 2020 | New Orleans, LA rental property-parcel 1 | O |
| 2020 | New Orleans, LA rental property-parcel 2 | N |
| 2020 | New Orleans, LA rental property-parcel 4 | N |
| 2020 | New Orleans, LA rental property-parcel 5 | O |
| 2020 | New Orleans, LA rental property-parcel 6 | N |
| 2020 | New Perspective Fund Class A | L |
| 2020 | Nicholas Fund | J |
| 2020 | Occidental Pet. - common stock | N |
| 2020 | Pimco All Asset All Authority Fund | M |