| 2020 | AKRE Focus Retail CL (AKREX) | L |
| 2020 | ARK Innovation ETF (ARKK) | K |
| 2020 | AT&T Inc. (T) | J |
| 2020 | Abbott Lab Common Stock (ABVIE) | J |
| 2020 | Abbott Laboratories (ABT) | J |
| 2020 | Alphabet Inc CL A (GOOGL) | J |
| 2020 | Alphabet Inc Cl C (GOOG) | J |
| 2020 | Amazon.Com Inc (AMZN) | K |
| 2020 | Ameriprise (AMP) | L |
| 2020 | Ameriprise Financial Inc (AMP) | J |
| 2020 | Ameriprise MM | J |
| 2020 | Apple Inc (AAPL) | L |
| 2020 | Blackrock Technology Opptys Instl CL (BGSIX) | J |
| 2020 | Brighthouse Financial Inc (BHF) | |
| 2020 | Bristol Myers Squibb Company (BMY)) | |
| 2020 | Cash Ameriprise MM | M |
| 2020 | Charter Communications Inc New CL A (CHTR) | J |
| 2020 | Cisco Systems Inc. (CSCO) | |
| 2020 | Coca-Cola Company (KO) | |
| 2020 | Comcast Corp CL A New (CMCSA) | |
| 2020 | Conocophillips (COP) | |
| 2020 | Eaton Vance Floating Rate CL A (EVBLX) | K |
| 2020 | Eaton Vance Global Macro Absolute Return Advntg CL A (EGRAX) | K |
| 2020 | Eaton Vance Short Duration Govt Income Cl A (EALDX) | |
| 2020 | Exxon Mobil Corp (XOM) | |
| 2020 | Federated High Income Bond CL A (FHIIX) | J |
| 2020 | Federated MDT Mid Cap Growth Instl Cl (FGSIX) | M |
| 2020 | Fidelity Advisor New Insights Cl A (FNIAX) | K |
| 2020 | Fidelity Advisor Strategic Income CL I (FSRIX) | M |
| 2020 | Fidelity Advisor Strategic Income CL I (FSTAX) | L |
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