| Feb 10, 2026 | HSYThe Hershey Company Common Stock | Sell | $50k - $100k | |
| Feb 10, 2026 | HSYThe Hershey Company Common Stock | Sell | $1k - $15k | |
| Feb 10, 2026 | HSYThe Hershey Company Common Stock | Sell | $1k - $15k | |
| Oct 14, 2025 | UNPUnion Pacific Corporation Common Stock | Buy | $1k - $15k | |
| Oct 14, 2025 | IVViShares Core S&P 500 ETF | Sell | $50k - $100k | |
| Oct 14, 2025 | UNPUnion Pacific Corporation Common Stock | Buy | $50k - $100k | |
| Oct 14, 2025 | IVViShares Core S&P 500 ETF | Sell | $1k - $15k | |
| Oct 14, 2025 | IVViShares Core S&P 500 ETF | Sell | $1k - $15k | |
| Oct 14, 2025 | UNPUnion Pacific Corporation Common Stock | Buy | $1k - $15k | |
| Aug 4, 2025 | CMCSAComcast Corporation - Class A Common Stock | Sell | $1k - $15k | |
| Aug 4, 2025 | NVONovo Nordisk A/S Common Stock | Sell | $15k - $50k | |
| Aug 4, 2025 | CMCSAComcast Corporation - Class A Common Stock | Sell | $15k - $50k | |
| Aug 4, 2025 | CMCSAComcast Corporation - Class A Common Stock | Sell | $1k - $15k | |
| Aug 4, 2025 | NVONovo Nordisk A/S Common Stock | Sell | $1k - $15k | |
| Aug 4, 2025 | NVONovo Nordisk A/S Common Stock | Sell | $1k - $15k | |
| Jul 22, 2025 | UPSUnited Parcel Service, Inc. Common Stock | Sell | $50k - $100k | |
| Jul 22, 2025 | UPSUnited Parcel Service, Inc. Common Stock | Sell | $1k - $15k | |
| Jul 22, 2025 | UPSUnited Parcel Service, Inc. Common Stock | Sell | $1k - $15k | |
| Jun 16, 2025 | MSFTJT Microsoft Corporation - Common Stock | Sell | $15k - $50k | |
| Jun 16, 2025 | MCDJT McDonald's Corporation Common Stock | Sell | $15k - $50k | |
| Jun 16, 2025 | KVUEJT Kenvue Inc. Common Stock | Sell | $1k - $15k | |
| Jun 16, 2025 | JPMJT JP Morgan Chase & Co. Common Stock | Sell | $15k - $50k | |
| Jun 16, 2025 | JNJJT Johnson & Johnson Common Stock | Sell | $15k - $50k | |
| Jun 16, 2025 | | Sell | $15k - $50k | |
| Jun 16, 2025 | CSCOJT Cisco Systems, Inc. - Common Stock | Sell | $1k - $15k | |
| Jun 16, 2025 | BRK-BJT Berkshire Hathaway Inc. New Common Stock | Sell | $15k - $50k | |
| Jun 16, 2025 | AAPLJT Apple Inc. - Common Stock | Sell | $15k - $50k | |
| Jun 16, 2025 | GOOGJT Alphabet Inc. - Class C Capital Stock | Sell | $1k - $15k | |
| Jun 16, 2025 | WMTJT Walmart Inc. Common Stock | Sell | $15k - $50k | |
| Jun 16, 2025 | | Sell | $15k - $50k | |
| Jun 16, 2025 | UPSJT United Parcel Service, Inc. Common Stock | Sell | $1k - $15k | |
| Jun 16, 2025 | PGJT Procter & Gamble Company | Sell | $15k - $50k | |
| Jun 16, 2025 | | Sell | $1k - $15k | |
| Jun 16, 2025 | MRKJT Merck & Company, Inc. Common Stock | Sell | $1k - $15k | |
| Aug 7, 2024 | FBKWXFidelity Advisor Total Bond CL Z | Buy | $1k - $15k | |
| Aug 7, 2024 | JNJJohnson & Johnson Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | QQQMINVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | Buy | $1k - $15k | |
| Aug 7, 2024 | | Buy | $1k - $15k | |
| Aug 7, 2024 | | Buy | $1k - $15k | |
| Aug 7, 2024 | GDGeneral Dynamics Corporation Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | SDVYFIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF | Buy | $1k - $15k | |
| Aug 7, 2024 | PGProcter & Gamble Company | Buy | $1k - $15k | |
| Aug 7, 2024 | COSTCostco Wholesale Corporation - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | CMCSAComcast Corporation - Class A Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | CBChubb Limited Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | BRK-BBerkshire Hathaway Inc. New Common Stock | Buy | $1k - $15k | |
| Jan 30, 2024 | BRK-BJT Berkshire Hathaway Inc. New Common Stock | Sell | $1k - $15k | Date uncertain |
| Sep 25, 2024 | ADPAutomatic Data Processing, Inc. - Common Stock | Buy | $1k - $15k | |
| Jan 30, 2024 | AAPLJT Apple Inc. - Common Stock | Sell | $1k - $15k | Date uncertain |
| Aug 7, 2024 | AAPLApple Inc. - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | AMGNAmgen Inc. - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | GOOGAlphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | APDAir Products and Chemicals, Inc. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | ACNAccenture plc Class A Ordinary Shares | Buy | $1k - $15k | |
| Aug 7, 2024 | MSFTMicrosoft Corporation - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | MRKMerck & Company, Inc. Common Stock | Buy | $1k - $15k | |
| Sep 25, 2024 | ITWIllinois Tool Works Inc. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | MCDMcDonald's Corporation Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | LSYIXLORD ABBETT SHORT DURATION HIGH YLD I | Buy | $1k - $15k | |
| Aug 7, 2024 | LMTLockheed Martin Corporation Common Stock | Buy | $1k - $15k | |
| Jan 30, 2024 | WMTJT Walmart Inc. Common Stock | Sell | $1k - $15k | Date uncertain |
| Aug 7, 2024 | JPMJP Morgan Chase & Co. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | WMTWalmart Inc. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | | Buy | $1k - $15k | |
| Aug 7, 2024 | UNHUnitedHealth Group Incorporated Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | UPSUnited Parcel Service, Inc. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | HSYThe Hershey Company Common Stock | Buy | $1k - $15k | |
| Jan 30, 2024 | SBUXJT Starbucks Corporation - Common Stock | Sell | $1k - $15k | Date uncertain |
| Aug 7, 2024 | SBUXStarbucks Corporation - Common Stock | Buy | $1k - $15k | |
| Apr 21, 2025 | UNPUnion Pacific Corporation Common Stock | Buy | $1k - $15k | |
| Apr 10, 2025 | BWINJT The Baldwin Insurance Group, Inc. - Class A Common Stock | Sell | $500k - $1M | |
| Mar 27, 2025 | NVONovo Nordisk A/S Common Stock | Sell | $1k - $15k | |
| Mar 27, 2025 | NVONovo Nordisk A/S Common Stock | Sell | $15k - $50k | |
| Jan 28, 2025 | COSTCostco Wholesale Corporation - Common Stock | Sell | $1k - $15k | |
| Jan 28, 2025 | COSTCostco Wholesale Corporation - Common Stock | Sell | $50k - $100k | |
| Feb 18, 2025 | LMTLockheed Martin Corporation Common Stock | Buy | $1k - $15k | |
| Feb 18, 2025 | LMTLockheed Martin Corporation Common Stock | Buy | $15k - $50k | |
| Feb 26, 2025 | AMZNAmazon.com, Inc. - Common Stock | Buy | $1k - $15k | |
| Feb 18, 2025 | LMTLockheed Martin Corporation Common Stock | Buy | $1k - $15k | |
| Feb 26, 2025 | AMZNAmazon.com, Inc. - Common Stock | Buy | $1k - $15k | |
| Feb 26, 2025 | AMZNAmazon.com, Inc. - Common Stock | Buy | $50k - $100k | |
| Jan 28, 2025 | COSTCostco Wholesale Corporation - Common Stock | Sell | $1k - $15k | |
| Feb 6, 2025 | BWINJT The Baldwin Insurance Group, Inc. - Class A Common Stock | Sell | $15k - $50k | |
| Feb 7, 2025 | BWINJT The Baldwin Insurance Group, Inc. - Class A Common Stock | Sell | $1M - $5M | |
| Sep 25, 2024 | ITWIllinois Tool Works Inc. Common | Buy | $1k - $15k | |
| Sep 24, 2024 | ADPAutomatic Data Processing, Inc. - | Buy | $50k+ | |
| Sep 25, 2024 | ITWIllinois Tool Works Inc. Common | Buy | $50k+ | |
| Sep 24, 2024 | ADPAutomatic Data Processing, Inc. - | Buy | $1k - $15k | |
| Aug 6, 2024 | KVUEKenvue Inc. Common Stock (KVUE) | Sell | $1k - $15k | |
| Aug 2, 2024 | MRKMerck & Company, Inc. Common | Buy | $1k - $15k | |
| Aug 2, 2024 | QQQMINVESCO EXCHANGE TRADED FD | Buy | $1k - $15k | |
| Aug 1, 2024 | LMTLockheed Martin Corporation | Sell | $1k - $15k | |
| Aug 6, 2024 | PFEPfizer, Inc. Common Stock | Sell | $15k - $50k | |
| Aug 7, 2024 | CBChubb Limited Common Stock (CB) | Buy | $50k+ | |
| Aug 1, 2024 | GOOGAlphabet Inc. - Class C Capital Stock | Sell | $1k - $15k | |
| Aug 7, 2024 | ACNAccenture plc Class A Ordinary Shares P | Buy | $50k+ | |
| Aug 2, 2024 | APDAir Products and Chemicals, Inc. | Buy | $1k - $15k | |
| Aug 2, 2024 | AMGNAmgen Inc. - Common Stock (AMGN) P | Buy | $1k - $15k | |
| Aug 2, 2024 | ACNAccenture plc Class A Ordinary Shares P | Buy | $1k - $15k | |
| Aug 6, 2024 | AAPLApple Inc. - Common Stock (AAPL) | Sell | $15k+ | |
| Aug 7, 2024 | AMGNAmgen Inc. - Common Stock (AMGN) P | Buy | $50k+ | |
| Aug 7, 2024 | APDAir Products and Chemicals, Inc. | Buy | $50k+ | |
| Aug 1, 2024 | AAPLApple Inc. - Common Stock (AAPL) | Sell | $1k - $15k | |
| Aug 6, 2024 | BRK-BBERKSHIRE HATHAWAY INC COM | Sell | $15k+ | |
| Aug 1, 2024 | BRK-BBERKSHIRE HATHAWAY INC COM | Sell | $1k - $15k | |
| Aug 2, 2024 | FIDELITY ADVISOR TOTAL BOND | Buy | $15k+ | |
| Aug 7, 2024 | FIDELITY ADVISOR TOTAL BOND | Buy | $100k+ | |
| Aug 1, 2024 | CSCOCisco Systems, Inc. - Common Stock | Sell | $1k - $15k | |
| Aug 2, 2024 | CBChubb Limited Common Stock (CB) | Buy | $1k - $15k | |
| Aug 1, 2024 | Discover Financial Services Common | Sell | $1k - $15k | |
| Aug 6, 2024 | COSTCostco Wholesale Corporation - | Sell | $15k+ | |
| Aug 1, 2024 | COSTCostco Wholesale Corporation - | Sell | $1k - $15k | |
| Aug 1, 2024 | FIDELITY MID CAP STOCK [OT | Sell | $1k - $15k | |
| Aug 6, 2024 | Discover Financial Services Common | Sell | $50k+ | |
| Aug 6, 2024 | | Sell | $15k - $50k | |
| Aug 6, 2024 | ONEQFIDELITY NASDAQ COMPOSITE | Sell | $15k+ | |
| Aug 6, 2024 | CSCOCisco Systems, Inc. - Common Stock | Sell | $50k+ | |
| Aug 6, 2024 | FQALFIDELITY QUALITY FACTOR ETF | Sell | $15k+ | |
| Aug 2, 2024 | GDGeneral Dynamics Corporation | Buy | $1k - $15k | |
| Aug 2, 2024 | FCFFIRST TR EXCHANGE-TRADED FD | Buy | $1k - $15k | |
| Aug 7, 2024 | FCFFIRST TR EXCHANGE-TRADED FD | Buy | $50k+ | |
| Aug 6, 2024 | IJRISHARES CORE S&P SMALL CAP E | Sell | $1k - $15k | |
| Aug 1, 2024 | QQQINVESCO QQQ TR UNIT SER 1 [OT | Sell | $15k - $50k | |
| Aug 6, 2024 | IVVISHARES CORE S&P 500 ETF [OT | Sell | $15k - $50k | |
| Aug 6, 2024 | QQQINVESCO QQQ TR UNIT SER | Sell | $100k+ | |
| Aug 1, 2024 | KVUEKenvue Inc. Common Stock (KVUE) | Sell | $447 | |
| Aug 6, 2024 | JPMJP Morgan Chase & Co. Common | Sell | $15k+ | |
| Aug 7, 2024 | QQQMINVESCO EXCHANGE TRADED FD | Buy | $50k+ | |
| Aug 7, 2024 | JNJJohnson & Johnson Common Stock | Buy | $15k+ | |
| Aug 7, 2024 | GDGeneral Dynamics Corporation | Buy | $50k+ | |
| Aug 6, 2024 | IJRISHARES CORE S&P SMALL CAP E | Sell | $50k+ | |
| Aug 6, 2024 | DGROISHARES TRUST CORE DIVID | Sell | $15k+ | |
| Aug 1, 2024 | IShares Core S&P Small Cap E [OT | Sell | $1k - $15k | |
| Aug 2, 2024 | JNJJohnson & Johnson Common Stock | Buy | $1k - $15k | |
| Aug 1, 2024 | JPMJP Morgan Chase & Co. Common | Sell | $1k - $15k | |
| Aug 2, 2024 | MCDMcDonald's Corporation Common | Buy | $1k - $15k | |
| Aug 1, 2024 | ABTLord Abbott Ultra Short Bond CL I | Sell | $1k - $15k | |
| Aug 6, 2024 | MSFTMicrosoft Corporation - Common | Sell | $15k+ | |
| Aug 7, 2024 | MCDMcDonald's Corporation Common | Buy | $1k - $15k | |
| Aug 1, 2024 | NEENextEra Energy, Inc. Common Stock | Sell | $1k - $15k | |
| Aug 2, 2024 | LORD ABBETT SHORT DURATION | Buy | $1k - $15k | |
| Aug 2, 2024 | PGProcter & Gamble Company | Buy | $1k - $15k | |
| Aug 6, 2024 | NEENextEra Energy, Inc. Common Stock | Sell | $50k+ | |
| Aug 7, 2024 | LORD ABBETT SHORT DURATION | Buy | $50k+ | |
| Aug 6, 2024 | ABTLord Abbott Ultra Short Bond CL I | Sell | $1k - $15k | |
| Aug 6, 2024 | | Sell | $100k+ | |
| Aug 2, 2024 | | Buy | $1k - $15k | |
| Aug 1, 2024 | PFEPfizer, Inc. Common Stock | Sell | $1k - $15k | |
| Aug 2, 2024 | SBUXStarbucks Corporation - Common | Buy | $1k - $15k | |
| Aug 14, 2024 | SBUXStarbucks Corporation - Common | Sell | $1k - $15k | |
| Aug 7, 2024 | SBUXStarbucks Corporation - Common | Buy | $15k+ | |
| Aug 7, 2024 | HSYThe Hershey Company Common | Buy | $50k+ | |
| Aug 7, 2024 | UPSUnited Parcel Service, Inc. Common | Buy | $15k+ | |
| Aug 6, 2024 | WMTWalmart Inc. Common Stock (WMT) | Sell | $15k+ | |
| Aug 14, 2024 | SBUXStarbucks Corporation - Common | Sell | $100k+ | |
| Aug 14, 2024 | SBUXStarbucks Corporation - Common | Sell | $1k - $15k | |
| Aug 2, 2024 | HSYThe Hershey Company Common | Buy | $1k - $15k | |
| Aug 14, 2024 | SBUXStarbucks Corporation - Common | Sell | $1k - $15k | |
| Aug 1, 2024 | WMTWalmart Inc. Common Stock (WMT) | Sell | $1k - $15k | |
| May 8, 2024 | BWINThe Baldwin Insurance Group, Inc. - | Sell | $500k+ | |
| Apr 9, 2024 | BRPBRP Group, Inc. - Class A Common | Sell | $1k - $15k | |
| Mar 21, 2024 | BRPBRP Group, Inc. - Class A Common | Sell | $1M+ | |
| Sep 11, 2023 | | Sell | $15k - $50k | |
| Sep 11, 2023 | | Sell | $15k - $50k | |
| Sep 11, 2023 | MRKMerck & Company, Inc. Common | Sell | $15k+ | |
| Sep 11, 2023 | MSFTMicrosoft Corporation | Sell | $15k+ | |
| Sep 11, 2023 | QQQInvesco QQQ Trust, Series 1 (QQQ) | Sell | $1k - $15k | |
| Sep 11, 2023 | | Sell | $15k - $50k | |
| Sep 11, 2023 | MCDMcDonald's Corporation | Sell | $15k - $50k | |
| Sep 11, 2023 | | Sell | $15k - $50k | |
| Sep 11, 2023 | Fidelity Mid-Cap Stock Fund | Sell | $1k - $15k | |
| Sep 11, 2023 | | Sell | $1k - $15k | |
| Sep 11, 2023 | | Sell | $15k - $50k | |
| Sep 11, 2023 | | Sell | $50k - $100k | |
| Sep 11, 2023 | IJRiShares Core S&P Small-Cap ETF | Sell | $1k - $15k | |
| Sep 11, 2023 | UPSUnited Parcel Service, Inc. | Sell | $15k - $50k | |
| Sep 11, 2023 | BRK-BBerkshire Hathaway Inc. New | Sell | $15k+ | |
| Sep 11, 2023 | | Sell | $15k - $50k | |
| Sep 11, 2023 | GOOGAlphabet Inc. - Class C Capital Stock | Sell | $50k+ | |
| Sep 11, 2023 | UNHUnitedHealth Group Incorporated | Sell | $15k+ | |
| Sep 11, 2023 | | Sell | $15k - $50k | |
| Sep 11, 2023 | SBUXStarbucks Corporation | Sell | $15k - $50k | |
| Sep 11, 2023 | Fidelity Money Market Fund - | Sell | $50k+ | |
| Sep 11, 2023 | | Sell | $15k - $50k | |
| Sep 11, 2023 | DFSDiscover Financial Services (DFS) | Sell | $15k+ | |
| Sep 11, 2023 | PGProcter & Gamble Company | Sell | $15k - $50k | |
| Apr 19, 2023 | | Sell | $1k - $15k | |
| Apr 19, 2023 | QQQInvesco QQQ Trust, Series 1 (QQQ) | Sell | $1k - $15k | |
| Apr 19, 2023 | | Buy | $1k - $15k | |
| Apr 19, 2023 | | Sell | $1k - $15k | |
| Apr 19, 2023 | | Buy | $1k - $15k | |
| Apr 19, 2023 | | Sell | $50k - $100k | |
| Apr 19, 2023 | IJRiShares Core S&P Small-Cap ETF | Sell | $1k - $15k | |
| Apr 19, 2023 | FQALFidelity Quality Factor ETF (FQAL) | Buy | $1k - $15k | |
| Apr 19, 2023 | | Buy | $1k - $15k | |
| Apr 19, 2023 | COSTCostco Wholesale Corporation | Buy | $50k+ | |
| Apr 19, 2023 | SBUXStarbucks Corporation | Sell | $1k - $15k | |
| Apr 19, 2023 | COSTCostco Wholesale Corporation | Buy | $1k - $15k | |
| Apr 19, 2023 | | Sell | $1k - $15k | |
| Apr 19, 2023 | CMCSAComcast Corporation - Class A | Buy | $50k+ | |
| Apr 19, 2023 | CMCSAComcast Corporation - Class A | Buy | $1k - $15k | |
| Apr 19, 2023 | | Buy | $50k - $100k | |
| Apr 19, 2023 | | Sell | $1k - $15k | |
| Apr 19, 2023 | IVViShares Core S&P 500 ETF | Buy | $1k - $15k | |
| Feb 15, 2023 | VZVerizon Communications Inc. (VZ) | Sell | $50k+ | |
| Feb 21, 2023 | | Sell | $15k - $50k | |
| Feb 15, 2023 | | Sell | $15k - $50k | |
| Feb 15, 2023 | BRK-BBerkshire Hathaway Inc. New | Sell | $50k+ | |
| Feb 15, 2023 | | Sell | $15k - $50k | |
| Feb 15, 2023 | PNCPNC Financial Services Group, Inc. | Sell | $15k+ | |
| Feb 15, 2023 | UPSUnited Parcel Service, Inc. | Sell | $15k - $50k | |
| Feb 15, 2023 | | Sell | $15k - $50k | |
| Feb 15, 2023 | UNHUnitedHealth Group Incorporated | Sell | $15k+ | |
| Feb 21, 2023 | MSFTMicrosoft Corporation | Sell | $15k - $50k | |
| Feb 15, 2023 | MSFTMicrosoft Corporation | Sell | $15k - $50k | |
| Feb 15, 2023 | IJRiShares Core S&P Small-Cap ETF | Sell | $50k+ | |
| Feb 21, 2023 | QQQInvesco QQQ Trust, Series 1 (QQQ) | Sell | $1k - $15k | |
| Feb 15, 2023 | MDTMedtronic plc. Ordinary Shares | Sell | $50k+ | |
| Feb 15, 2023 | | Sell | $50k - $100k | |
| Feb 21, 2023 | BRK-BBerkshire Hathaway Inc. (BRK.A) | Sell | $15k+ | |
| Feb 15, 2023 | QQQInvesco QQQ Trust, Series 1 (QQQ) | Sell | $50k+ | |
| Feb 15, 2023 | CMCSAComcast Corporation - Class A | Sell | $50k+ | |
| Feb 15, 2023 | | Sell | $15k - $50k | |