2025-08-05T12:57:11-04:00 2025-04-30 208787232 CPS GROUP CPAS PA 205 E ORANGE STREET 310 LAKELAND FL 33801 990PF 2024-05-01 043663738 DONALD D ROGERS FOUNDATION INC DONA 4103210600 1 W PENNSYLVANIA AVE SUITE 900 TOWSON MD 21240 MICHAEL WAXMAN DIRECTOR 2025-08-04 true true LEVI P GRUVER P01607934 8636881725 2025-08-04 2024 2025-03-06 01:10:19Z X 2248907 X X 55804 55804 182870 614219 182870 238674 238674 5000 2500 6325 3162 10413 5207 4638 23331 11666 49707 22535 0 150000 150000 199707 22535 150000 38967 216139 955 692 692 99595 175503 175503 1405074 1368396 2072712 1505624 1544591 2248907 0 X 1505624 1544591 1505624 1544591 1505624 1544591 1505624 38967 1544591 1544591 70 SH AMGEN INC. P 2023-07-06 2024-05-07 20961 15615 5346 5346 450 SH WALMART INC COM P 2022-06-06 2024-08-06 30739 18750 11989 11989 300 SH STARBUCKS CORP P 2024-08-07 2024-08-16 28515 22767 5748 5748 75 SH WALMART INC COM P 2019-03-22 2024-10-08 5938 2469 3469 3469 350 SH ALPHABET INC P 2019-05-22 2024-08-06 56226 20196 36030 36030 150 SH WALMART INC COM P 2022-06-06 2024-10-08 11877 6250 5627 5627 90 SH APPLE INC P 2016-06-22 2024-10-17 20866 2161 18705 18705 72 SH COSTCO WHOLESALE CORP COM P 2023-07-06 2025-01-27 69429 38786 30643 30643 55 SH BERKSHIRE HATHAWAY INC P 2015-08-11 2024-08-06 23391 7864 15527 15527 10925.31 SH LORD ABBETT SHORT P 2022-08-31 2025-04-21 42172 42460 -288 -288 25 SH BERKSHIRE HATHAWAY INC P 2016-06-24 2024-08-06 10632 3532 7100 7100 950 SH CISCO SYSTEMS INC P 2016-11-28 2024-05-07 44891 28389 16502 16502 175 SH CISCO SYSTEMS INC P 2020-03-04 2024-05-07 8269 7072 1197 1197 28 SH COSTCO WHOLESALE CORP COM P 2023-07-06 2024-10-08 24757 15083 9674 9674 365 SH FIDELITY HIGH YIELD FACTOR ET P 2022-10-18 2024-05-07 17498 16480 1018 1018 19051.282 SH LORD ABBETT SHORT P 2022-06-16 2024-09-18 74300 74040 260 260 4017.766 SH LORD ABBETT ULTRA SHORT P 2022-06-09 2024-08-06 40218 39575 643 643 520 SH STARBUCKS CORP COM P 2020-03-05 2024-08-15 48907 39905 9002 9002 125 SH STARBUCKS CORP COM P 2022-09-20 2024-08-15 11756 11374 382 382 40 SH UNITEDHEALTH GROUP INC P 2022-01-19 2024-08-06 22877 18581 4296 4296 182870 11094 3004 3004 3004 X 119 3123 false false false false false false false true true MD true false false false false true NONE MAYER GUTTMAN 4103210600 1 W PENNSYLVANIA AVE SUITE 900 TOWSON MD 21204 false false false false false false false false false false false false false false false false false false false false MAYER GUTTMAN 1 W PENNSYLVANIA AVE SUITE 900 TOWSON MD 21204 DIRECTOR 000.00 2500 0 0 MICHAEL WAXMAN P O BOX 16747 PLANTATION FL 33318 DIRECTOR 000.00 2500 0 0 NONE NONE N/A 2186787 159135 0 2345922 2345922 35189 2310733 115537 115537 3004 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false false false false ACCOUNTING & TAX PREP 6325 3162 ACCENTURE PLC 70257 65813 AIR PRODUCTS AND CHEMICALS 29781 32531 ALPHABET 25967 72400 AMGEN INC 34575 45093 APPLE 7277 74375 AUTOMATIC DATA PROCESSING INC COM 45600 49599 BERKSHIRE HATHAWAY CL B 24039 101317 CHUBB LIMITED COM NPV 49932 64368 CISCO SYSTEMS COMCAST 58793 42750 COSTCO WHOLESALE CORP COM FIDELITY ADVISOR INV GRADE BOND CL Z 84175 84483 FIDELITY FLOATING RATE HIGH INCOME 20000 20179 FIDELITY HIGH YIELD FACTOR ETF FIRST TR EXCHANGE-TRADED RD VI SMID 52931 51691 FIRST TR EXCH TRADED FD III INSTL PF 52498 56580 GENERAL DYNAMICS 50044 53063 HERSHEY COMPANY COM 53454 46813 HOME DEPOT INC 62624 93727 ILLINOIS TOOL WORKS INC 54983 50381 INVESCO QQQ TR UNIT SER 1 38793 114113 ISHARES CORE S&P SMALL-CAP 44869 60078 JOHNSON & JOHNSON COM 27349 44236 JPMORGAN CHASE & CO COM 39287 122310 LOCKHEED MARTIN CORP COM 49810 54941 LORD ABBETT CORE PLUS BOND 64081 61904 LORD ABBETT SHORT DURATION HIGH YLD 39675 39179 LORD ABBETT SHORT 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