| 2019 | M & T bank - cash accounts | J |
| 2019 | New York Life Insurance - whole life | O |
| 2018 | Bank Fund Staff FCU (X) | J |
| 2018 | First Eagle Global € | K |
| 2018 | First Eagle Global € | |
| 2018 | First Eagle Global € | |
| 2018 | M& T bank - cash accounts | J |
| 2018 | Morgan Stanley Private Bank N.A | |
| 2018 | Morgan Stanley Private Bank NA | |
| 2018 | New York Life Insurance - whole life | -1 |
| 2018 | Prudential Investment - high vield | |
| 2018 | Prudential Investment Growth Fund | |
| 2018 | Prudential Investment Ports Inc 15 High Yield (X) | |
| 2018 | Templeton Devip. Marks | |
| 2018 | Wells Fargo IRA: Prudential Jennison | |
| 2018 | Wells Fargo bank deposit sweep (X) | |
| 2017 | Bank Fund Staff FCU (X) | J |
| 2017 | First Eagle Global € | K |
| 2017 | First Eagle Global € | |
| 2017 | First Eagle Global € | |
| 2017 | M& T bank - cash accounts | J |
| 2017 | Morgan Stanley Private Bank N.A | |
| 2017 | Morgan Stanley Private Bank NA | |
| 2017 | New York Life Insurance - whole life | -1 |
| 2017 | Prudential Investment - high vield | |
| 2017 | Prudential Investment Growth Fund | |
| 2017 | Prudential Investment Ports Inc 15 High Yield (X) | |
| 2017 | Templeton Devip. Marks | |
| 2017 | Wells Fargo IRA: Prudential Jennison | |
| 2017 | Wells Fargo bank deposit sweep (X) | |
Lexace