| 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 |
| 2019 | Arvest Bank accounts - Y | |
| 2019 | BankFirst- formerly Columbus Federal Savings Bank (IRA) (CD) | |
| 2019 | Baseball Card Collection | |
| 2019 | Coin Collection | |
| 2019 | Federated International Leaders R6 (401K) .Y | |
| 2019 | Goldman Sachs Financial Sq. Govt Inst (401K) -Y | |
| 2019 | Harbor Intemational Inst (401K) - Y | |
| 2019 | State Farm Bank | K |
| 2019 | T. Rowe Price Growth Stock I (401K) - Y | |
| 2019 | Tributary Growth Opp. Instl Plus (401k) - Y | |
| 2019 | Tulsa Federal Employees Credit Union (checking and savings) | |
| 2019 | United Methodist Personal Investment - Plan (no control) - Y | |
| 2019 | Vanguard Total Intl Stock Index Inst (401K) -Y | |
| 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 |