| 2019 | M & T bank - cash accounts | J |
| 2019 | New York Life Insurance - whole life | O |
| 2016 | Bank Fund Staff FCU (X) | J |
| 2016 | Fidelity Advantage New Insights C | J |
| 2016 | Fidelity Advantage New Insights C | K |
| 2016 | Fidelity Advantage New Insights C | J |
| 2016 | Fidelity Advantage New Insights C | K |
| 2016 | First Eagle Global | |
| 2016 | First Eagle Global | |
| 2016 | First Eagle Global | K |
| 2016 | First Eagle Global | J |
| 2016 | First Eagle Global C | K |
| 2016 | J P Morgan Strat. Inc. | |
| 2016 | J P Morgan Strat. Inc. | |
| 2016 | J P Morgan Strat. Inc. | J |
| 2016 | JP Morgan Value Advantage (Y) | |
| 2016 | Lord Abbott Sht Duration Inc (Y) | |
| 2016 | M & T bank - cash accounts | J |
| 2016 | Morgan Stanley | |
| 2016 | Morgan Stanley (other mutual funds Investco Amer Franschise A (X) | |
| 2016 | Morgan Stanley (other mutual funds) Investco Amer Franchise A (X) | J |
| 2016 | Morgan Stanley (other mutual funds) Investco Intl Growth A (Y) | |
| 2016 | Morgan Stanley Bank (Y) | |
| 2016 | Morgan Stanley Bank N.A. | J |
| 2016 | New York Life Insurance - whole life | O |
| 2016 | Prudential Investment - high yield | |
| 2016 | Prudential Investment Growth Fund | |
| 2016 | Templeton Devlp. Marks | |
| 2016 | Wells Fargo IRA: Prudential Jennison | |
| 2015 | (same aas above) | J |
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