COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 |
| | | VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY |
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 1,230 | 9,503 | SH | | SOLE | WMS Partners | 0 | 0 | 9,503 |
ABBOTT LABS | COM | 002824100 | 8,724 | 80,291 | SH | | SOLE | WMS Partners | 0 | 0 | 80,291 |
ABBVIE INC | COM | 00287Y109 | 1,966 | 12,835 | SH | | SOLE | WMS Partners | 0 | 0 | 12,835 |
ABERDEEN GLOBAL PREMIER PPTY | COM SH BEN INT | 00302L108 | 78 | 15,846 | SH | | SOLE | WMS Partners | 0 | 0 | 15,846 |
ABRDN PALLADIUM ETF TRUST | PHYSICAL PALLADM | 003262102 | 335 | 1,875 | SH | | SOLE | WMS Partners | 0 | 0 | 1,875 |
ABRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | 003260106 | 818 | 9,843 | SH | | SOLE | WMS Partners | 0 | 0 | 9,843 |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 969 | 3,489 | SH | | SOLE | WMS Partners | 0 | 0 | 3,489 |
ACUMEN PHARMACEUTICALS INC | COM | 00509G209 | 851 | 181,068 | SH | | SOLE | WMS Partners | 0 | 0 | 181,068 |
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 259 | 707 | SH | | SOLE | WMS Partners | 0 | 0 | 707 |
ADVISORSHARES TR | PURE US CANNABIS | 00768Y453 | 110 | 10,665 | SH | | SOLE | WMS Partners | 0 | 0 | 10,665 |
AFLAC INC | COM | 001055102 | 424 | 7,658 | SH | | SOLE | WMS Partners | 0 | 0 | 7,658 |
AIR PRODS & CHEMS INC | COM | 009158106 | 212 | 881 | SH | | SOLE | WMS Partners | 0 | 0 | 881 |
AIRBNB INC | COM CL A | 009066101 | 698 | 7,833 | SH | | SOLE | WMS Partners | 0 | 0 | 7,833 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 405 | 3,561 | SH | | SOLE | WMS Partners | 0 | 0 | 3,561 |
ALIGN TECHNOLOGY INC | COM | 016255101 | 1,218 | 5,145 | SH | | SOLE | WMS Partners | 0 | 0 | 5,145 |
ALPHABET INC | CAP STK CL A | 02079K305 | 12,372 | 5,677 | SH | | SOLE | WMS Partners | 0 | 0 | 5,677 |
ALPHABET INC | CAP STK CL C | 02079K107 | 10,365 | 4,738 | SH | | SOLE | WMS Partners | 0 | 0 | 4,738 |
ALTRIA GROUP INC | COM | 02209S103 | 534 | 12,782 | SH | | SOLE | WMS Partners | 0 | 0 | 12,782 |
AMAZON COM INC | COM | 023135106 | 6,411 | 60,361 | SH | | SOLE | WMS Partners | 0 | 0 | 60,361 |
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | 4,753 | 91,357 | SH | | SOLE | WMS Partners | 0 | 0 | 91,357 |
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | 4,405 | 86,443 | SH | | SOLE | WMS Partners | 0 | 0 | 86,443 |
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | 236 | 4,472 | SH | | SOLE | WMS Partners | 0 | 0 | 4,472 |
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | 3,404 | 52,337 | SH | | SOLE | WMS Partners | 0 | 0 | 52,337 |
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | 1,333 | 19,501 | SH | | SOLE | WMS Partners | 0 | 0 | 19,501 |
AMERICAN EXPRESS CO | COM | 025816109 | 411 | 2,962 | SH | | SOLE | WMS Partners | 0 | 0 | 2,962 |
AMERICAN TOWER CORP NEW | COM | 03027X100 | 655 | 2,562 | SH | | SOLE | WMS Partners | 0 | 0 | 2,562 |
AMGEN INC | COM | 031162100 | 411 | 1,689 | SH | | SOLE | WMS Partners | 0 | 0 | 1,689 |
ANALOG DEVICES INC | COM | 032654105 | 354 | 2,423 | SH | | SOLE | WMS Partners | 0 | 0 | 2,423 |
ANSYS INC | COM | 03662Q105 | 290 | 1,214 | SH | | SOLE | WMS Partners | 0 | 0 | 1,214 |
AON PLC | SHS CL A | G0403H108 | 494 | 1,830 | SH | �� | SOLE | WMS Partners | 0 | 0 | 1,830 |
APPLE INC | COM | 037833100 | 45,122 | 330,031 | SH | | SOLE | WMS Partners | 0 | 0 | 330,031 |
APTIV PLC | SHS | G6095L109 | 260 | 2,916 | SH | | SOLE | WMS Partners | 0 | 0 | 2,916 |
ARES CAPITAL CORP | COM | 04010L103 | 182 | 10,144 | SH | | SOLE | WMS Partners | 0 | 0 | 10,144 |
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 502 | 7,605 | SH | | SOLE | WMS Partners | 0 | 0 | 7,605 |
AT&T INC | COM | 00206R102 | 204 | 9,718 | SH | | SOLE | WMS Partners | 0 | 0 | 9,718 |
AURORA CANNABIS INC | COM | 05156X884 | 28 | 21,124 | SH | | SOLE | WMS Partners | 0 | 0 | 21,124 |
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 648 | 3,087 | SH | | SOLE | WMS Partners | 0 | 0 | 3,087 |
AXSOME THERAPEUTICS INC | COM | 05464T104 | 9,288 | 242,500 | SH | | SOLE | WMS Partners | 0 | 0 | 242,500 |
BARCLAYS BANK PLC | ETN LKD 48 | 06746P498 | 222 | 6,100 | SH | | SOLE | WMS Partners | 0 | 0 | 6,100 |
BEAZER HOMES USA INC | COM NEW | 07556Q881 | 332 | 27,537 | SH | | SOLE | WMS Partners | 0 | 0 | 27,537 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 3,200 | 11,722 | SH | | SOLE | WMS Partners | 0 | 0 | 11,722 |
BERRY GLOBAL GROUP INC | COM | 08579W103 | 212 | 3,875 | SH | | SOLE | WMS Partners | 0 | 0 | 3,875 |
BK OF AMERICA CORP | COM | 060505104 | 400 | 12,857 | SH | | SOLE | WMS Partners | 0 | 0 | 12,857 |
BLACKROCK INC | COM | 09247X101 | 228 | 375 | SH | | SOLE | WMS Partners | 0 | 0 | 375 |
BLACKSTONE INC | COM | 09260D107 | 1,067 | 11,697 | SH | | SOLE | WMS Partners | 0 | 0 | 11,697 |
BOEING CO | COM | 097023105 | 355 | 2,596 | SH | | SOLE | WMS Partners | 0 | 0 | 2,596 |
BRAEMAR HOTELS & RESORTS INC | COM | 10482B101 | 195 | 45,390 | SH | | SOLE | WMS Partners | 0 | 0 | 45,390 |
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 2,137 | 27,758 | SH | | SOLE | WMS Partners | 0 | 0 | 27,758 |
CANADIAN NATL RY CO | COM | 136375102 | 1,070 | 9,517 | SH | | SOLE | WMS Partners | 0 | 0 | 9,517 |
CAPITAL ONE FINL CORP | COM | 14040H105 | 237 | 2,271 | SH | | SOLE | WMS Partners | 0 | 0 | 2,271 |
CATERPILLAR INC | COM | 149123101 | 1,021 | 5,711 | SH | | SOLE | WMS Partners | 0 | 0 | 5,711 |
CERUS CORP | COM | 157085101 | 58 | 11,000 | SH | | SOLE | WMS Partners | 0 | 0 | 11,000 |
CHEVRON CORP NEW | COM | 166764100 | 1,242 | 8,582 | SH | | SOLE | WMS Partners | 0 | 0 | 8,582 |
CHUBB LIMITED | COM | H1467J104 | 586 | 2,981 | SH | | SOLE | WMS Partners | 0 | 0 | 2,981 |
CISCO SYS INC | COM | 17275R102 | 1,496 | 35,077 | SH | | SOLE | WMS Partners | 0 | 0 | 35,077 |
CLOVER HEALTH INVESTMENTS CO | COM CL A | 18914F103 | 26 | 12,000 | SH | | SOLE | WMS Partners | 0 | 0 | 12,000 |
COCA COLA CO | COM | 191216100 | 2,669 | 42,425 | SH | | SOLE | WMS Partners | 0 | 0 | 42,425 |
COLGATE PALMOLIVE CO | COM | 194162103 | 464 | 5,796 | SH | | SOLE | WMS Partners | 0 | 0 | 5,796 |
COMCAST CORP NEW | CL A | 20030N101 | 580 | 14,775 | SH | | SOLE | WMS Partners | 0 | 0 | 14,775 |
COMPUGEN LTD | ORD | M25722105 | 43 | 23,000 | SH | | SOLE | WMS Partners | 0 | 0 | 23,000 |
COMSCORE INC | COM | 20564W105 | 23 | 11,000 | SH | | SOLE | WMS Partners | 0 | 0 | 11,000 |
CONAGRA BRANDS INC | COM | 205887102 | 465 | 13,585 | SH | | SOLE | WMS Partners | 0 | 0 | 13,585 |
CONOCOPHILLIPS | COM | 20825C104 | 249 | 2,774 | SH | | SOLE | WMS Partners | 0 | 0 | 2,774 |
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,236 | 2,579 | SH | | SOLE | WMS Partners | 0 | 0 | 2,579 |
CROWN HLDGS INC | COM | 228368106 | 286 | 3,099 | SH | | SOLE | WMS Partners | 0 | 0 | 3,099 |
CSX CORP | COM | 126408103 | 643 | 22,115 | SH | | SOLE | WMS Partners | 0 | 0 | 22,115 |
CVS HEALTH CORP | COM | 126650100 | 790 | 8,525 | SH | | SOLE | WMS Partners | 0 | 0 | 8,525 |
DANAHER CORPORATION | COM | 235851102 | 4,563 | 18,000 | SH | | SOLE | WMS Partners | 0 | 0 | 18,000 |
DEERE & CO | COM | 244199105 | 519 | 1,734 | SH | | SOLE | WMS Partners | 0 | 0 | 1,734 |
DESKTOP METAL INC | COM CL A | 25058X105 | 42 | 18,937 | SH | | SOLE | WMS Partners | 0 | 0 | 18,937 |
DIAGEO PLC | SPON ADR NEW | 25243Q205 | 5,485 | 31,500 | SH | | SOLE | WMS Partners | 0 | 0 | 31,500 |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 24,607 | 1,056,099 | SH | | SOLE | WMS Partners | 0 | 0 | 1,056,099 |
DISNEY WALT CO | COM | 254687106 | 3,706 | 39,256 | SH | | SOLE | WMS Partners | 0 | 0 | 39,256 |
DOLLAR GEN CORP NEW | COM | 256677105 | 209 | 852 | SH | | SOLE | WMS Partners | 0 | 0 | 852 |
EAGLE BANCORP INC MD | COM | 268948106 | 389 | 8,204 | SH | | SOLE | WMS Partners | 0 | 0 | 8,204 |
ECOLAB INC | COM | 278865100 | 266 | 1,728 | SH | | SOLE | WMS Partners | 0 | 0 | 1,728 |
ELEVANCE HEALTH INC | COM | 036752103 | 223 | 463 | SH | | SOLE | WMS Partners | 0 | 0 | 463 |
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 678 | 27,812 | SH | | SOLE | WMS Partners | 0 | 0 | 27,812 |
ETF MANAGERS TR | ETFMG ALTR HRVST | 26924G508 | 130 | 22,500 | SH | | SOLE | WMS Partners | 0 | 0 | 22,500 |
EXPEDITORS INTL WASH INC | COM | 302130109 | 482 | 4,942 | SH | | SOLE | WMS Partners | 0 | 0 | 4,942 |
EXXON MOBIL CORP | COM | 30231G102 | 3,865 | 45,132 | SH | | SOLE | WMS Partners | 0 | 0 | 45,132 |
F N B CORP | COM | 302520101 | 2,535 | 233,424 | SH | | SOLE | WMS Partners | 0 | 0 | 233,424 |
F5 INC | COM | 315616102 | 385 | 2,517 | SH | | SOLE | WMS Partners | 0 | 0 | 2,517 |
FASTENAL CO | COM | 311900104 | 489 | 9,797 | SH | | SOLE | WMS Partners | 0 | 0 | 9,797 |
FEDEX CORP | COM | 31428X106 | 256 | 1,128 | SH | | SOLE | WMS Partners | 0 | 0 | 1,128 |
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 225 | 2,452 | SH | | SOLE | WMS Partners | 0 | 0 | 2,452 |
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | 346 | 2,725 | SH | | SOLE | WMS Partners | 0 | 0 | 2,725 |
FISERV INC | COM | 337738108 | 308 | 3,459 | SH | | SOLE | WMS Partners | 0 | 0 | 3,459 |
FORD MTR CO DEL | COM | 345370860 | 317 | 28,500 | SH | | SOLE | WMS Partners | 0 | 0 | 28,500 |
FORTIVE CORP | COM | 34959J108 | 264 | 4,848 | SH | | SOLE | WMS Partners | 0 | 0 | 4,848 |
FORTRESS BIOTECH INC | COM | 34960Q109 | 10 | 11,624 | SH | | SOLE | WMS Partners | 0 | 0 | 11,624 |
FRANCO NEV CORP | COM | 351858105 | 293 | 2,227 | SH | | SOLE | WMS Partners | 0 | 0 | 2,227 |
FRP HLDGS INC | COM | 30292L107 | 1,069 | 17,712 | SH | | SOLE | WMS Partners | 0 | 0 | 17,712 |
GARMIN LTD | SHS | H2906T109 | 1,379 | 14,031 | SH | | SOLE | WMS Partners | 0 | 0 | 14,031 |
GENERAL ELECTRIC CO | COM NEW | 369604301 | 525 | 8,247 | SH | | SOLE | WMS Partners | 0 | 0 | 8,247 |
GENWORTH FINL INC | COM CL A | 37247D106 | 46 | 13,000 | SH | | SOLE | WMS Partners | 0 | 0 | 13,000 |
GLOBAL X FDS | GLOBAL X SILVER | 37954Y848 | 256 | 9,900 | SH | | SOLE | WMS Partners | 0 | 0 | 9,900 |
GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 278 | 15,000 | SH | | SOLE | WMS Partners | 0 | 0 | 15,000 |
GOLDMAN SACHS ETF TR | ACTIVEBETA EME | 381430206 | 3,529 | 118,610 | SH | | SOLE | WMS Partners | 0 | 0 | 118,610 |
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | 2,910 | 104,785 | SH | | SOLE | WMS Partners | 0 | 0 | 104,785 |
GOLDMAN SACHS ETF TR | ACTIVEBETA US | 381430602 | 378 | 7,200 | SH | | SOLE | WMS Partners | 0 | 0 | 7,200 |
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | 2,167 | 28,921 | SH | | SOLE | WMS Partners | 0 | 0 | 28,921 |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 386 | 1,300 | SH | | SOLE | WMS Partners | 0 | 0 | 1,300 |
GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 40167F101 | 177 | 11,007 | SH | | SOLE | WMS Partners | 0 | 0 | 11,007 |
HERCULES CAPITAL INC | COM | 427096508 | 202 | 15,000 | SH | | SOLE | WMS Partners | 0 | 0 | 15,000 |
HERSHEY CO | COM | 427866108 | 395 | 1,838 | SH | | SOLE | WMS Partners | 0 | 0 | 1,838 |
HOME DEPOT INC | COM | 437076102 | 1,766 | 6,439 | SH | | SOLE | WMS Partners | 0 | 0 | 6,439 |
HONEYWELL INTL INC | COM | 438516106 | 614 | 3,532 | SH | | SOLE | WMS Partners | 0 | 0 | 3,532 |
HUNTINGTON BANCSHARES INC | COM | 446150104 | 197 | 16,349 | SH | | SOLE | WMS Partners | 0 | 0 | 16,349 |
IAMGOLD CORP | COM | 450913108 | 182 | 113,100 | SH | | SOLE | WMS Partners | 0 | 0 | 113,100 |
IDEXX LABS INC | COM | 45168D104 | 401 | 1,143 | SH | | SOLE | WMS Partners | 0 | 0 | 1,143 |
ILLINOIS TOOL WKS INC | COM | 452308109 | 440 | 2,417 | SH | | SOLE | WMS Partners | 0 | 0 | 2,417 |
INTEL CORP | COM | 458140100 | 3,493 | 93,369 | SH | | SOLE | WMS Partners | 0 | 0 | 93,369 |
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 254 | 2,700 | SH | | SOLE | WMS Partners | 0 | 0 | 2,700 |
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 532 | 3,769 | SH | | SOLE | WMS Partners | 0 | 0 | 3,769 |
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 222 | 1,108 | SH | | SOLE | WMS Partners | 0 | 0 | 1,108 |
INUVO INC | COM NEW | 46122W204 | 15 | 30,000 | SH | | SOLE | WMS Partners | 0 | 0 | 30,000 |
INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 | 123 | 10,000 | SH | | SOLE | WMS Partners | 0 | 0 | 10,000 |
INVESCO EXCHANGE TRADED FD T | DWA MOMENTUM | 46137V837 | 546 | 8,025 | SH | | SOLE | WMS Partners | 0 | 0 | 8,025 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 10,336 | 77,001 | SH | | SOLE | WMS Partners | 0 | 0 | 77,001 |
INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | 46137V134 | 731 | 16,000 | SH | | SOLE | WMS Partners | 0 | 0 | 16,000 |
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 2,240 | 7,993 | SH | | SOLE | WMS Partners | 0 | 0 | 7,993 |
ISHARES GOLD TR | ISHARES NEW | 464285204 | 2,477 | 72,196 | SH | | SOLE | WMS Partners | 0 | 0 | 72,196 |
ISHARES INC | MSCI GBL MIN VOL | 464286525 | 866 | 9,162 | SH | | SOLE | WMS Partners | 0 | 0 | 9,162 |
ISHARES SILVER TR | ISHARES | 46428Q109 | 1,281 | 68,735 | SH | | SOLE | WMS Partners | 0 | 0 | 68,735 |
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 253 | 3,056 | SH | | SOLE | WMS Partners | 0 | 0 | 3,056 |
ISHARES TR | CORE S&P MCP ETF | 464287507 | 229 | 1,010 | SH | | SOLE | WMS Partners | 0 | 0 | 1,010 |
ISHARES TR | CORE S&P SCP ETF | 464287804 | 11,592 | 125,439 | SH | | SOLE | WMS Partners | 0 | 0 | 125,439 |
ISHARES TR | CORE S&P500 ETF | 464287200 | 5,838 | 15,397 | SH | | SOLE | WMS Partners | 0 | 0 | 15,397 |
ISHARES TR | EXPANDED TECH | 464287515 | 957 | 3,549 | SH | | SOLE | WMS Partners | 0 | 0 | 3,549 |
ISHARES TR | ISHARES BIOTECH | 464287556 | 219 | 1,864 | SH | | SOLE | WMS Partners | 0 | 0 | 1,864 |
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 1,234 | 24,406 | SH | | SOLE | WMS Partners | 0 | 0 | 24,406 |
ISHARES TR | MSCI EAFE ETF | 464287465 | 400 | 6,403 | SH | | SOLE | WMS Partners | 0 | 0 | 6,403 |
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 271 | 6,767 | SH | | SOLE | WMS Partners | 0 | 0 | 6,767 |
ISHARES TR | MSCI EURO FL ETF | 464289180 | 714 | 45,000 | SH | | SOLE | WMS Partners | 0 | 0 | 45,000 |
ISHARES TR | RUS 1000 ETF | 464287622 | 3,050 | 14,680 | SH | | SOLE | WMS Partners | 0 | 0 | 14,680 |
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 846 | 3,867 | SH | | SOLE | WMS Partners | 0 | 0 | 3,867 |
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 686 | 4,730 | SH | | SOLE | WMS Partners | 0 | 0 | 4,730 |
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 1,752 | 29,027 | SH | | SOLE | WMS Partners | 0 | 0 | 29,027 |
ISHARES TR | S&P 500 VAL ETF | 464287408 | 1,269 | 9,231 | SH | | SOLE | WMS Partners | 0 | 0 | 9,231 |
ISHARES TR | S&P MC 400GR ETF | 464287606 | 460 | 7,220 | SH | | SOLE | WMS Partners | 0 | 0 | 7,220 |
ISHARES TR | TIPS BD ETF | 464287176 | 529 | 4,641 | SH | | SOLE | WMS Partners | 0 | 0 | 4,641 |
ISHARES TR | U.S. TECH ETF | 464287721 | 292 | 3,650 | SH | | SOLE | WMS Partners | 0 | 0 | 3,650 |
JOHNSON & JOHNSON | COM | 478160104 | 13,334 | 75,114 | SH | | SOLE | WMS Partners | 0 | 0 | 75,114 |
JPMORGAN CHASE & CO | COM | 46625H100 | 2,256 | 20,036 | SH | | SOLE | WMS Partners | 0 | 0 | 20,036 |
KIMBERLY-CLARK CORP | COM | 494368103 | 812 | 6,005 | SH | | SOLE | WMS Partners | 0 | 0 | 6,005 |
KINSALE CAP GROUP INC | COM | 49714P108 | 214 | 932 | SH | | SOLE | WMS Partners | 0 | 0 | 932 |
KRANESHARES TR | QUADRTC INT RT | 500767736 | 271 | 10,708 | SH | | SOLE | WMS Partners | 0 | 0 | 10,708 |
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 239 | 987 | SH | | SOLE | WMS Partners | 0 | 0 | 987 |
LAS VEGAS SANDS CORP | COM | 517834107 | 235 | 7,000 | SH | | SOLE | WMS Partners | 0 | 0 | 7,000 |
LILLY ELI & CO | COM | 532457108 | 1,101 | 3,396 | SH | | SOLE | WMS Partners | 0 | 0 | 3,396 |
LISTED FD TR | HORIZON KINETICS | 53656F623 | 711 | 24,920 | SH | | SOLE | WMS Partners | 0 | 0 | 24,920 |
LOCKHEED MARTIN CORP | COM | 539830109 | 440 | 1,024 | SH | | SOLE | WMS Partners | 0 | 0 | 1,024 |
LOWES COS INC | COM | 548661107 | 352 | 2,017 | SH | | SOLE | WMS Partners | 0 | 0 | 2,017 |
MANULIFE FINL CORP | COM | 56501R106 | 416 | 24,018 | SH | | SOLE | WMS Partners | 0 | 0 | 24,018 |
MARATHON PETE CORP | COM | 56585A102 | 296 | 3,605 | SH | | SOLE | WMS Partners | 0 | 0 | 3,605 |
MARKETAXESS HLDGS INC | COM | 57060D108 | 314 | 1,225 | SH | | SOLE | WMS Partners | 0 | 0 | 1,225 |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 2,868 | 9,091 | SH | | SOLE | WMS Partners | 0 | 0 | 9,091 |
MCCORMICK & CO INC | COM NON VTG | 579780206 | 5,264 | 63,226 | SH | | SOLE | WMS Partners | 0 | 0 | 63,226 |
MCCORMICK & CO INC | COM VTG | 579780107 | 4,715 | 56,786 | SH | | SOLE | WMS Partners | 0 | 0 | 56,786 |
MCDONALDS CORP | COM | 580135101 | 5,627 | 22,792 | SH | | SOLE | WMS Partners | 0 | 0 | 22,792 |
MEDTRONIC PLC | SHS | G5960L103 | 233 | 2,599 | SH | | SOLE | WMS Partners | 0 | 0 | 2,599 |
MERCK & CO INC | COM | 58933Y105 | 1,614 | 17,698 | SH | | SOLE | WMS Partners | 0 | 0 | 17,698 |
META PLATFORMS INC | CL A | 30303M102 | 595 | 3,693 | SH | | SOLE | WMS Partners | 0 | 0 | 3,693 |
MICROSOFT CORP | COM | 594918104 | 28,660 | 111,591 | SH | | SOLE | WMS Partners | 0 | 0 | 111,591 |
MIMEDX GROUP INC | COM | 602496101 | 210 | 60,591 | SH | | SOLE | WMS Partners | 0 | 0 | 60,591 |
MONDELEZ INTL INC | CL A | 609207105 | 970 | 15,619 | SH | | SOLE | WMS Partners | 0 | 0 | 15,619 |
NEXTERA ENERGY INC | COM | 65339F101 | 634 | 8,179 | SH | | SOLE | WMS Partners | 0 | 0 | 8,179 |
NIKE INC | CL B | 654106103 | 368 | 3,604 | SH | | SOLE | WMS Partners | 0 | 0 | 3,604 |
NORFOLK SOUTHN CORP | COM | 655844108 | 426 | 1,875 | SH | | SOLE | WMS Partners | 0 | 0 | 1,875 |
NOVO-NORDISK A S | ADR | 670100205 | 868 | 7,789 | SH | | SOLE | WMS Partners | 0 | 0 | 7,789 |
NUVEEN MUN HIGH INCOME OPPOR | COM | 670682103 | 410 | 35,062 | SH | | SOLE | WMS Partners | 0 | 0 | 35,062 |
NVIDIA CORPORATION | COM | 67066G104 | 1,548 | 10,209 | SH | | SOLE | WMS Partners | 0 | 0 | 10,209 |
NYMOX PHARMACEUTICAL CORP | COM | P73398102 | 18 | 42,000 | SH | | SOLE | WMS Partners | 0 | 0 | 42,000 |
ODYSSEY MARINE EXPL INC | COM NEW | 676118201 | 37 | 10,958 | SH | | SOLE | WMS Partners | 0 | 0 | 10,958 |
ORACLE CORP | COM | 68389X105 | 1,344 | 19,237 | SH | | SOLE | WMS Partners | 0 | 0 | 19,237 |
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 1,074 | 1,700 | SH | | SOLE | WMS Partners | 0 | 0 | 1,700 |
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 406 | 44,754 | SH | | SOLE | WMS Partners | 0 | 0 | 44,754 |
PAYPAL HLDGS INC | COM | 70450Y103 | 1,057 | 15,130 | SH | | SOLE | WMS Partners | 0 | 0 | 15,130 |
PEPSICO INC | COM | 713448108 | 4,992 | 29,955 | SH | | SOLE | WMS Partners | 0 | 0 | 29,955 |
PFIZER INC | COM | 717081103 | 3,330 | 63,507 | SH | | SOLE | WMS Partners | 0 | 0 | 63,507 |
PHILIP MORRIS INTL INC | COM | 718172109 | 1,991 | 20,161 | SH | | SOLE | WMS Partners | 0 | 0 | 20,161 |
PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | 793 | 8,000 | SH | | SOLE | WMS Partners | 0 | 0 | 8,000 |
PIMCO HIGH INCOME FD | COM SHS | 722014107 | 65 | 12,552 | SH | | SOLE | WMS Partners | 0 | 0 | 12,552 |
PNC FINL SVCS GROUP INC | COM | 693475105 | 500 | 3,170 | SH | | SOLE | WMS Partners | 0 | 0 | 3,170 |
PRICE T ROWE GROUP INC | COM | 74144T108 | 17,141 | 150,874 | SH | | SOLE | WMS Partners | 0 | 0 | 150,874 |
PROCTER AND GAMBLE CO | COM | 742718109 | 7,321 | 50,916 | SH | | SOLE | WMS Partners | 0 | 0 | 50,916 |
PROGRESSIVE CORP | COM | 743315103 | 212 | 1,820 | SH | | SOLE | WMS Partners | 0 | 0 | 1,820 |
PROLOGIS INC. | COM | 74340W103 | 232 | 1,968 | SH | | SOLE | WMS Partners | 0 | 0 | 1,968 |
PRUDENTIAL FINL INC | COM | 744320102 | 343 | 3,586 | SH | | SOLE | WMS Partners | 0 | 0 | 3,586 |
QUALCOMM INC | COM | 747525103 | 732 | 5,728 | SH | | SOLE | WMS Partners | 0 | 0 | 5,728 |
QUANTA SVCS INC | COM | 74762E102 | 4,084 | 32,583 | SH | | SOLE | WMS Partners | 0 | 0 | 32,583 |
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 755 | 7,858 | SH | | SOLE | WMS Partners | 0 | 0 | 7,858 |
REPUBLIC SVCS INC | COM | 760759100 | 579 | 4,422 | SH | | SOLE | WMS Partners | 0 | 0 | 4,422 |
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 306 | 6,104 | SH | | SOLE | WMS Partners | 0 | 0 | 6,104 |
RIO TINTO PLC | SPONSORED ADR | 767204100 | 214 | 3,500 | SH | | SOLE | WMS Partners | 0 | 0 | 3,500 |
ROOT INC | COM CL A | 77664L108 | 206 | 172,911 | SH | | SOLE | WMS Partners | 0 | 0 | 172,911 |
ROPER TECHNOLOGIES INC | COM | 776696106 | 231 | 585 | SH | | SOLE | WMS Partners | 0 | 0 | 585 |
S&P GLOBAL INC | COM | 78409V104 | 462 | 1,372 | SH | | SOLE | WMS Partners | 0 | 0 | 1,372 |
SALESFORCE INC | COM | 79466L302 | 305 | 1,851 | SH | | SOLE | WMS Partners | 0 | 0 | 1,851 |
SANDY SPRING BANCORP INC | COM | 800363103 | 1,901 | 48,661 | SH | | SOLE | WMS Partners | 0 | 0 | 48,661 |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 369 | 5,157 | SH | | SOLE | WMS Partners | 0 | 0 | 5,157 |
SHOPIFY INC | CL A | 82509L107 | 207 | 6,620 | SH | | SOLE | WMS Partners | 0 | 0 | 6,620 |
SIMPLIFY EXCHANGE TRADED FUN | SIMPLIFY INTERST | 82889N855 | 658 | 11,650 | SH | | SOLE | WMS Partners | 0 | 0 | 11,650 |
SKILLZ INC | COM | 83067L109 | 240 | 193,493 | SH | | SOLE | WMS Partners | 0 | 0 | 193,493 |
SMILEDIRECTCLUB INC | CL A COM | 83192H106 | 15 | 14,000 | SH | | SOLE | WMS Partners | 0 | 0 | 14,000 |
SOLIGENIX INC | COM | 834223307 | 15 | 25,000 | SH | | SOLE | WMS Partners | 0 | 0 | 25,000 |
SOUTHERN CO | COM | 842587107 | 284 | 3,989 | SH | | SOLE | WMS Partners | 0 | 0 | 3,989 |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | 528 | 1,715 | SH | | SOLE | WMS Partners | 0 | 0 | 1,715 |
SPDR GOLD TR | GOLD SHS | 78463V107 | 1,828 | 10,850 | SH | | SOLE | WMS Partners | 0 | 0 | 10,850 |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 4,463 | 11,831 | SH | | SOLE | WMS Partners | 0 | 0 | 11,831 |
SPDR SER TR | S&P BIOTECH | 78464A870 | 447 | 6,014 | SH | | SOLE | WMS Partners | 0 | 0 | 6,014 |
STARBUCKS CORP | COM | 855244109 | 517 | 6,763 | SH | | SOLE | WMS Partners | 0 | 0 | 6,763 |
STATE STR CORP | COM | 857477103 | 222 | 3,600 | SH | | SOLE | WMS Partners | 0 | 0 | 3,600 |
STONERIDGE INC | COM | 86183P102 | 268 | 15,600 | SH | | SOLE | WMS Partners | 0 | 0 | 15,600 |
STRYKER CORPORATION | COM | 863667101 | 1,552 | 7,803 | SH | | SOLE | WMS Partners | 0 | 0 | 7,803 |
TARGET CORP | COM | 87612E106 | 703 | 4,975 | SH | | SOLE | WMS Partners | 0 | 0 | 4,975 |
TELA BIO INC | COM | 872381108 | 197 | 28,150 | SH | | SOLE | WMS Partners | 0 | 0 | 28,150 |
TESLA INC | COM | 88160R101 | 971 | 1,441 | SH | | SOLE | WMS Partners | 0 | 0 | 1,441 |
TEXAS INSTRS INC | COM | 882508104 | 580 | 3,778 | SH | | SOLE | WMS Partners | 0 | 0 | 3,778 |
TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | 744 | 500 | SH | | SOLE | WMS Partners | 0 | 0 | 500 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 1,025 | 1,886 | SH | | SOLE | WMS Partners | 0 | 0 | 1,886 |
TJX COS INC NEW | COM | 872540109 | 301 | 5,388 | SH | | SOLE | WMS Partners | 0 | 0 | 5,388 |
TRAVELERS COMPANIES INC | COM | 89417E109 | 464 | 2,746 | SH | | SOLE | WMS Partners | 0 | 0 | 2,746 |
UBER TECHNOLOGIES INC | COM | 90353T100 | 1,809 | 88,426 | SH | | SOLE | WMS Partners | 0 | 0 | 88,426 |
UNDER ARMOUR INC | CL A | 904311107 | 101 | 12,136 | SH | | SOLE | WMS Partners | 0 | 0 | 12,136 |
UNDER ARMOUR INC | CL C | 904311206 | 79 | 10,476 | SH | | SOLE | WMS Partners | 0 | 0 | 10,476 |
UNION PAC CORP | COM | 907818108 | 1,510 | 7,079 | SH | | SOLE | WMS Partners | 0 | 0 | 7,079 |
UNITED PARCEL SERVICE INC | CL B | 911312106 | 300 | 1,646 | SH | | SOLE | WMS Partners | 0 | 0 | 1,646 |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 822 | 1,601 | SH | | SOLE | WMS Partners | 0 | 0 | 1,601 |
VAALCO ENERGY INC | COM NEW | 91851C201 | 83 | 12,000 | SH | | SOLE | WMS Partners | 0 | 0 | 12,000 |
VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 560 | 20,453 | SH | | SOLE | WMS Partners | 0 | 0 | 20,453 |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 599 | 7,964 | SH | | SOLE | WMS Partners | 0 | 0 | 7,964 |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 776 | 3,482 | SH | | SOLE | WMS Partners | 0 | 0 | 3,482 |
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 6,184 | 31,394 | SH | | SOLE | WMS Partners | 0 | 0 | 31,394 |
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 852 | 9,352 | SH | | SOLE | WMS Partners | 0 | 0 | 9,352 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 368 | 1,061 | SH | | SOLE | WMS Partners | 0 | 0 | 1,061 |
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 473 | 3,155 | SH | | SOLE | WMS Partners | 0 | 0 | 3,155 |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 976 | 5,541 | SH | | SOLE | WMS Partners | 0 | 0 | 5,541 |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 125,342 | 664,523 | SH | | SOLE | WMS Partners | 0 | 0 | 664,523 |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,080 | 8,190 | SH | | SOLE | WMS Partners | 0 | 0 | 8,190 |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,138 | 27,317 | SH | | SOLE | WMS Partners | 0 | 0 | 27,317 |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 552 | 6,470 | SH | | SOLE | WMS Partners | 0 | 0 | 6,470 |
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 2,346 | 39,865 | SH | | SOLE | WMS Partners | 0 | 0 | 39,865 |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 39,934 | 523,652 | SH | | SOLE | WMS Partners | 0 | 0 | 523,652 |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 18,395 | 128,216 | SH | | SOLE | WMS Partners | 0 | 0 | 128,216 |
VANGUARD TAX-MANAGED INTL FD | VAN FTSE DEV MKT | 921943858 | 218 | 5,337 | SH | | SOLE | WMS Partners | 0 | 0 | 5,337 |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 1,257 | 12,364 | SH | | SOLE | WMS Partners | 0 | 0 | 12,364 |
VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | 7,888 | 114,962 | SH | | SOLE | WMS Partners | 0 | 0 | 114,962 |
VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 | 812 | 3,446 | SH | | SOLE | WMS Partners | 0 | 0 | 3,446 |
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 1,354 | 4,146 | SH | | SOLE | WMS Partners | 0 | 0 | 4,146 |
VBI VACCINES INC CDA | COM NEW | 91822J103 | 8 | 10,000 | SH | | SOLE | WMS Partners | 0 | 0 | 10,000 |
VERISK ANALYTICS INC | COM | 92345Y106 | 468 | 2,701 | SH | | SOLE | WMS Partners | 0 | 0 | 2,701 |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 642 | 12,658 | SH | | SOLE | WMS Partners | 0 | 0 | 12,658 |
VISA INC | COM CL A | 92826C839 | 11,993 | 60,914 | SH | | SOLE | WMS Partners | 0 | 0 | 60,914 |
WALMART INC | COM | 931142103 | 1,098 | 9,029 | SH | | SOLE | WMS Partners | 0 | 0 | 9,029 |
WASTE CONNECTIONS INC | COM | 94106B101 | 245 | 1,974 | SH | | SOLE | WMS Partners | 0 | 0 | 1,974 |
WAVEDANCER INC | COM | 456696103 | 13 | 10,000 | SH | | SOLE | WMS Partners | 0 | 0 | 10,000 |
WELLS FARGO CO NEW | COM | 949746101 | 237 | 6,062 | SH | | SOLE | WMS Partners | 0 | 0 | 6,062 |
WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | 4,347 | 151,566 | SH | | SOLE | WMS Partners | 0 | 0 | 151,566 |
YUM BRANDS INC | COM | 988498101 | 221 | 1,950 | SH | | SOLE | WMS Partners | 0 | 0 | 1,950 |