| 2020 | BankFirst - formerly Columbus Federal Savings Bank (IRA) (CD) | J |
| 2020 | Baseball Card Collection | J |
| 2020 | Coin Collection | J |
| 2020 | Tulsa Federal Employees Credit Union (checking and savings) | L |
| 2020 | U.S. Bank - formerly State Farm Bank | J |
| 2018 | Arvest Bank accounts | K |
| 2018 | BankFirst - formerly Columbus Federal Savings Bank (IRA) (CD) | J |
| 2018 | Baseball Card Collection | J |
| 2018 | Com Collection | J |
| 2018 | Federated International Leaders R6 (401K) | J |
| 2018 | Goldman Sachs Financial Sq. Govt Inst (401K) | J |
| 2018 | Harbor International Inst (401K) | J |
| 2018 | State Farm Bank CD | J |
| 2018 | T. Rowe Price Growth Stock 1 (401K) | J |
| 2018 | Tributary Growth Opp. lust] Plus (401k) | J |
| 2018 | Tulsa Federal Employees Credit Union {checking and savings) | K |
| 2018 | United Methodist Personal Investment Plan (no control) | K |
| 2018 | Vanguard Total Int] Stock Index Inst (401K) | J |
| 2017 | Arvest Bank accounts | K |
| 2017 | BankFirst - formerly Columbus Federal Savings Bank (IRA) (CD) | J |
| 2017 | Baseball Card Collection | J |
| 2017 | Com Collection | J |
| 2017 | Federated International Leaders R6 (401K) | J |
| 2017 | Goldman Sachs Financial Sq. Govt Inst (401K) | J |
| 2017 | Harbor International Inst (401K) | J |
| 2017 | State Farm Bank CD | J |
| 2017 | T. Rowe Price Growth Stock 1 (401K) | J |
| 2017 | Tributary Growth Opp. lust] Plus (401k) | J |
| 2017 | Tulsa Federal Employees Credit Union {checking and savings) | K |
| 2017 | United Methodist Personal Investment Plan (no control) | K |