WMS Partners 13F-HR Quarterly holdings report by institutional manager

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
Expires:	Oct 31, 2018
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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	698,537	5,110	SH		SOLE	WMS Partners	0	0	5,110
ABBOTT LABS	COM	002824100	6,451,484	56,587	SH		SOLE	WMS Partners	0	0	56,587
ABBVIE INC	COM	00287Y109	2,361,466	11,958	SH		SOLE	WMS Partners	0	0	11,958
ABRDN ETFS	BBRG ALL COMMDY	003261203	326,800	10,000	SH		SOLE	WMS Partners	0	0	10,000
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	525,625	1,487	SH		SOLE	WMS Partners	0	0	1,487
AFLAC INC	COM	001055102	1,082,042	9,678	SH		SOLE	WMS Partners	0	0	9,678
AIR PRODS & CHEMS INC	COM	009158106	223,305	750	SH		SOLE	WMS Partners	0	0	750
ALPHABET INC	CAP STK CL A	02079K305	16,007,791	96,520	SH		SOLE	WMS Partners	0	0	96,520
ALPHABET INC	CAP STK CL C	02079K107	11,172,260	66,824	SH		SOLE	WMS Partners	0	0	66,824
ALTRIA GROUP INC	COM	02209S103	491,975	9,639	SH		SOLE	WMS Partners	0	0	9,639
AMAZON COM INC	COM	023135106	8,529,070	45,774	SH		SOLE	WMS Partners	0	0	45,774
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	025072604	67,491,910	1,044,766	SH		SOLE	WMS Partners	0	0	1,044,766
AMERICAN CENTY ETF TR	AVANTIS RESPON U	025072281	1,523,972	23,338	SH		SOLE	WMS Partners	0	0	23,338
AMERICAN CENTY ETF TR	AVANTIS RESPONSI	025072299	522,214	8,620	SH		SOLE	WMS Partners	0	0	8,620
AMERICAN CENTY ETF TR	AVANTIS RESPONSI	025072315	380,587	6,880	SH		SOLE	WMS Partners	0	0	6,880
AMERICAN CENTY ETF TR	AVANTIS US MID C	025072125	10,220,298	159,046	SH		SOLE	WMS Partners	0	0	159,046
AMERICAN CENTY ETF TR	AVANTIS US SMALL	025072323	1,277,952	23,657	SH		SOLE	WMS Partners	0	0	23,657
AMERICAN CENTY ETF TR	EMERGING MKT VAL	025072372	563,165	10,801	SH		SOLE	WMS Partners	0	0	10,801
AMERICAN CENTY ETF TR	INTL EQT ETF	025072703	124,370,906	1,855,451	SH		SOLE	WMS Partners	0	0	1,855,451
AMERICAN CENTY ETF TR	INTL SMCP VLU	025072802	9,991,865	141,388	SH		SOLE	WMS Partners	0	0	141,388
AMERICAN CENTY ETF TR	US EQT ETF	025072885	90,129,802	947,239	SH		SOLE	WMS Partners	0	0	947,239
AMERICAN CENTY ETF TR	US SML CP VALU	025072877	70,001,071	729,558	SH		SOLE	WMS Partners	0	0	729,558
AMERICAN ELEC PWR CO INC	COM	025537101	513,000	5,000	SH		SOLE	WMS Partners	0	0	5,000
AMERICAN EXPRESS CO	COM	025816109	878,445	3,239	SH		SOLE	WMS Partners	0	0	3,239
AMERICAN TOWER CORP NEW	COM	03027X100	707,158	3,041	SH		SOLE	WMS Partners	0	0	3,041
AMGEN INC	COM	031162100	541,636	1,681	SH		SOLE	WMS Partners	0	0	1,681
ANALOG DEVICES INC	COM	032654105	200,808	872	SH		SOLE	WMS Partners	0	0	872
AON PLC	SHS CL A	G0403H108	249,459	721	SH		SOLE	WMS Partners	0	0	721
APPLE INC	COM	037833100	59,780,478	256,569	SH		SOLE	WMS Partners	0	0	256,569
ARCHER DANIELS MIDLAND CO	COM	039483102	246,309	4,123	SH		SOLE	WMS Partners	0	0	4,123
ASTRAZENECA PLC	SPONSORED ADR	046353108	286,553	3,678	SH		SOLE	WMS Partners	0	0	3,678
AT&T INC	COM	00206R102	479,585	21,799	SH		SOLE	WMS Partners	0	0	21,799
AUTOMATIC DATA PROCESSING IN	COM	053015103	827,661	2,991	SH		SOLE	WMS Partners	0	0	2,991
AUTOZONE INC	COM	053332102	362,255	115	SH		SOLE	WMS Partners	0	0	115
AVERY DENNISON CORP	COM	053611109	259,835	1,177	SH		SOLE	WMS Partners	0	0	1,177
BANK AMERICA CORP	COM	060505104	397,495	10,018	SH		SOLE	WMS Partners	0	0	10,018
BARRICK GOLD CORP	COM	067901108	210,025	10,559	SH		SOLE	WMS Partners	0	0	10,559
BEAZER HOMES USA INC	COM NEW	07556Q881	1,961,324	57,399	SH		SOLE	WMS Partners	0	0	57,399
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	7,047,041	15,311	SH		SOLE	WMS Partners	0	0	15,311
BLACKROCK INC	COM	09247X101	318,086	335	SH		SOLE	WMS Partners	0	0	335
BLACKSTONE INC	COM	09260D107	492,926	3,219	SH		SOLE	WMS Partners	0	0	3,219
BOEING CO	COM	097023105	326,842	2,150	SH		SOLE	WMS Partners	0	0	2,150
BOSTON SCIENTIFIC CORP	COM	101137107	277,378	3,310	SH		SOLE	WMS Partners	0	0	3,310
BRAEMAR HOTELS & RESORTS INC	COM	10482B101	71,855	23,254	SH		SOLE	WMS Partners	0	0	23,254
BRISTOL-MYERS SQUIBB CO	COM	110122108	309,564	5,983	SH		SOLE	WMS Partners	0	0	5,983
BROADCOM INC	COM	11135F101	398,993	2,313	SH		SOLE	WMS Partners	0	0	2,313
BROOKFIELD CORP	CL A LTD VT SH	11271J107	4,403,212	82,845	SH		SOLE	WMS Partners	0	0	82,845
CANADIAN NATL RY CO	COM	136375102	916,348	7,822	SH		SOLE	WMS Partners	0	0	7,822
CANADIAN PACIFIC KANSAS CITY	COM	13646K108	204,013	2,385	SH		SOLE	WMS Partners	0	0	2,385
CAPITAL ONE FINL CORP	COM	14040H105	291,974	1,950	SH		SOLE	WMS Partners	0	0	1,950
CARRIER GLOBAL CORPORATION	COM	14448C104	209,082	2,598	SH		SOLE	WMS Partners	0	0	2,598
CATERPILLAR INC	COM	149123101	1,213,145	3,102	SH		SOLE	WMS Partners	0	0	3,102
CF INDS HLDGS INC	COM	125269100	208,838	2,434	SH		SOLE	WMS Partners	0	0	2,434
CHEVRON CORP NEW	COM	166764100	1,139,770	7,739	SH		SOLE	WMS Partners	0	0	7,739
CISCO SYS INC	COM	17275R102	1,557,756	29,270	SH		SOLE	WMS Partners	0	0	29,270
COCA COLA CO	COM	191216100	3,114,563	43,342	SH		SOLE	WMS Partners	0	0	43,342
COLGATE PALMOLIVE CO	COM	194162103	359,287	3,461	SH		SOLE	WMS Partners	0	0	3,461
COMCAST CORP NEW	CL A	20030N101	314,586	7,531	SH		SOLE	WMS Partners	0	0	7,531
CONOCOPHILLIPS	COM	20825C104	289,455	2,749	SH		SOLE	WMS Partners	0	0	2,749
CONSTELLATION BRANDS INC	CL A	21036P108	547,592	2,125	SH		SOLE	WMS Partners	0	0	2,125
COSTCO WHSL CORP NEW	COM	22160K105	2,301,406	2,596	SH		SOLE	WMS Partners	0	0	2,596
CSX CORP	COM	126408103	772,914	22,384	SH		SOLE	WMS Partners	0	0	22,384
CUMMINS INC	COM	231021106	545,910	1,686	SH		SOLE	WMS Partners	0	0	1,686
CVS HEALTH CORP	COM	126650100	382,625	6,085	SH		SOLE	WMS Partners	0	0	6,085
D R HORTON INC	COM	23331A109	236,555	1,240	SH		SOLE	WMS Partners	0	0	1,240
DANAHER CORPORATION	COM	235851102	2,055,680	7,394	SH		SOLE	WMS Partners	0	0	7,394
DEERE & CO	COM	244199105	1,489,451	3,569	SH		SOLE	WMS Partners	0	0	3,569
DIAGEO PLC	SPON ADR NEW	25243Q205	2,826,951	20,144	SH		SOLE	WMS Partners	0	0	20,144
DIGITALOCEAN HLDGS INC	NOTE 12/0	25402DAB8	13,244	15,000	SH		SOLE	WMS Partners	0	0	15,000
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	25434V872	8,966,460	207,605	SH		SOLE	WMS Partners	0	0	207,605
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	25434V732	2,132,025	75,738	SH		SOLE	WMS Partners	0	0	75,738
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	25434V302	746,923	27,250	SH		SOLE	WMS Partners	0	0	27,250
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	25434V203	618,694	19,468	SH		SOLE	WMS Partners	0	0	19,468
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	25434V799	789,327	28,050	SH		SOLE	WMS Partners	0	0	28,050
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	25434V849	509,913	10,505	SH		SOLE	WMS Partners	0	0	10,505
DIMENSIONAL ETF TRUST	SHORT DURATION F	25434V864	584,625	12,246	SH		SOLE	WMS Partners	0	0	12,246
DIMENSIONAL ETF TRUST	US CORE EQT MKT	25434V104	8,781,334	221,248	SH		SOLE	WMS Partners	0	0	221,248
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	25434V708	30,728,280	896,129	SH		SOLE	WMS Partners	0	0	896,129
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	25434V815	518,857	16,846	SH		SOLE	WMS Partners	0	0	16,846
DISCOVER FINL SVCS	COM	254709108	204,403	1,457	SH		SOLE	WMS Partners	0	0	1,457
DISNEY WALT CO	COM	254687106	1,508,523	15,683	SH		SOLE	WMS Partners	0	0	15,683
EATON CORP PLC	SHS	G29183103	285,702	862	SH		SOLE	WMS Partners	0	0	862
ELEVANCE HEALTH INC	COM	036752103	239,257	460	SH		SOLE	WMS Partners	0	0	460
ELI LILLY & CO	COM	532457108	2,261,583	2,553	SH		SOLE	WMS Partners	0	0	2,553
ENTERPRISE PRODS PARTNERS L	COM	293792107	361,401	12,415	SH		SOLE	WMS Partners	0	0	12,415
EXPEDITORS INTL WASH INC	COM	302130109	755,156	5,747	SH		SOLE	WMS Partners	0	0	5,747
EXXON MOBIL CORP	COM	30231G102	4,993,959	42,603	SH		SOLE	WMS Partners	0	0	42,603
F N B CORP	COM	302520101	2,783,198	197,250	SH		SOLE	WMS Partners	0	0	197,250
F5 INC	COM	315616102	458,897	2,084	SH		SOLE	WMS Partners	0	0	2,084
FACTSET RESH SYS INC	COM	303075105	212,451	462	SH		SOLE	WMS Partners	0	0	462
FASTENAL CO	COM	311900104	427,235	5,982	SH		SOLE	WMS Partners	0	0	5,982
FEDEX CORP	COM	31428X106	380,115	1,389	SH		SOLE	WMS Partners	0	0	1,389
FISERV INC	COM	337738108	236,061	1,314	SH		SOLE	WMS Partners	0	0	1,314
FRP HLDGS INC	COM	30292L107	954,535	31,967	SH		SOLE	WMS Partners	0	0	31,967
GARMIN LTD	SHS	H2906T109	395,012	2,244	SH		SOLE	WMS Partners	0	0	2,244
GE AEROSPACE	COM NEW	369604301	1,341,936	7,116	SH		SOLE	WMS Partners	0	0	7,116
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	36266G107	275,638	2,937	SH		SOLE	WMS Partners	0	0	2,937
GE VERNOVA INC	COM	36828A101	446,980	1,753	SH		SOLE	WMS Partners	0	0	1,753
GENERAL DYNAMICS CORP	COM	369550108	679,346	2,248	SH		SOLE	WMS Partners	0	0	2,248
GENUINE PARTS CO	COM	372460105	210,498	1,507	SH		SOLE	WMS Partners	0	0	1,507
GENWORTH FINL INC	COM SHS	37247D106	89,050	13,000	SH		SOLE	WMS Partners	0	0	13,000
GOLDMAN SACHS ETF TR	ACTIVEBETA EME	381430206	58,265,604	1,659,516	SH		SOLE	WMS Partners	0	0	1,659,516
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	381430107	106,372,699	2,940,910	SH		SOLE	WMS Partners	0	0	2,940,910
GOLDMAN SACHS ETF TR	ACTIVEBETA US	381430602	1,518,188	21,892	SH		SOLE	WMS Partners	0	0	21,892
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	381430503	100,805,083	892,554	SH		SOLE	WMS Partners	0	0	892,554
GOLDMAN SACHS GROUP INC	COM	38141G104	1,102,115	2,226	SH		SOLE	WMS Partners	0	0	2,226
GRACO INC	COM	384109104	1,511,473	17,272	SH		SOLE	WMS Partners	0	0	17,272
HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	41653L305	61,448,810	1,757,689	SH		SOLE	WMS Partners	0	0	1,757,689
HERSHEY CO	COM	427866108	377,528	1,969	SH		SOLE	WMS Partners	0	0	1,969
HOME DEPOT INC	COM	437076102	2,646,716	6,532	SH		SOLE	WMS Partners	0	0	6,532
HONEYWELL INTL INC	COM	438516106	559,771	2,708	SH		SOLE	WMS Partners	0	0	2,708
IAMGOLD CORP	COM	450913108	570,070	109,000	SH		SOLE	WMS Partners	0	0	109,000
IDEXX LABS INC	COM	45168D104	330,920	655	SH		SOLE	WMS Partners	0	0	655
ILLINOIS TOOL WKS INC	COM	452308109	682,169	2,603	SH		SOLE	WMS Partners	0	0	2,603
INTEL CORP	COM	458140100	901,551	38,429	SH		SOLE	WMS Partners	0	0	38,429
INTERNATIONAL BUSINESS MACHS	COM	459200101	850,512	3,847	SH		SOLE	WMS Partners	0	0	3,847
INTUIT	COM	461202103	234,908	378	SH		SOLE	WMS Partners	0	0	378
INTUITIVE SURGICAL INC	COM NEW	46120E602	225,002	458	SH		SOLE	WMS Partners	0	0	458
INVESCO EXCHANGE TRADED FD T	DORSEY WRIGHT MO	46137V837	735,728	7,125	SH		SOLE	WMS Partners	0	0	7,125
INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1000	46137V613	257,676	6,342	SH		SOLE	WMS Partners	0	0	6,342
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	46137V282	4,921,924	130,555	SH		SOLE	WMS Partners	0	0	130,555
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	46137V357	2,202,919	12,296	SH		SOLE	WMS Partners	0	0	12,296
INVESCO QQQ TR	UNIT SER 1	46090E103	2,241,948	4,593	SH		SOLE	WMS Partners	0	0	4,593
ISHARES GOLD TR	ISHARES NEW	464285204	4,690,537	94,377	SH		SOLE	WMS Partners	0	0	94,377
ISHARES INC	MSCI GBL MIN VOL	464286525	20,876,056	182,276	SH		SOLE	WMS Partners	0	0	182,276
ISHARES INC	MSCI JPN ETF NEW	46434G822	717,976	10,036	SH		SOLE	WMS Partners	0	0	10,036
ISHARES SILVER TR	ISHARES	46428Q109	1,447,291	50,943	SH		SOLE	WMS Partners	0	0	50,943
ISHARES TR	1 3 YR TREAS BD	464287457	380,412	4,575	SH		SOLE	WMS Partners	0	0	4,575
ISHARES TR	CORE MSCI EAFE	46432F842	228,999	2,934	SH		SOLE	WMS Partners	0	0	2,934
ISHARES TR	CORE S&P MCP ETF	464287507	518,950	8,327	SH		SOLE	WMS Partners	0	0	8,327
ISHARES TR	CORE S&P SCP ETF	464287804	45,617,761	390,029	SH		SOLE	WMS Partners	0	0	390,029
ISHARES TR	CORE S&P500 ETF	464287200	9,914,959	17,189	SH		SOLE	WMS Partners	0	0	17,189
ISHARES TR	CORE US AGGBD ET	464287226	8,348,714	82,440	SH		SOLE	WMS Partners	0	0	82,440
ISHARES TR	EXPANDED TECH	464287515	782,524	8,756	SH		SOLE	WMS Partners	0	0	8,756
ISHARES TR	INTL DEV SML CP	46436E510	219,877	5,800	SH		SOLE	WMS Partners	0	0	5,800
ISHARES TR	ISHS 1-5YR INVS	464288646	485,736	9,224	SH		SOLE	WMS Partners	0	0	9,224
ISHARES TR	MSCI ACWI ETF	464288257	7,426,327	62,119	SH		SOLE	WMS Partners	0	0	62,119
ISHARES TR	MSCI EAFE ETF	464287465	485,891	5,810	SH		SOLE	WMS Partners	0	0	5,810
ISHARES TR	MSCI EMG MKT ETF	464287234	203,481	4,437	SH		SOLE	WMS Partners	0	0	4,437
ISHARES TR	MSCI INDIA ETF	46429B598	704,877	12,043	SH		SOLE	WMS Partners	0	0	12,043
ISHARES TR	MSCI UK ETF NEW	46435G334	1,122,300	30,000	SH		SOLE	WMS Partners	0	0	30,000
ISHARES TR	MSCI USA ESG SLC	464288802	801,424	6,658	SH		SOLE	WMS Partners	0	0	6,658
ISHARES TR	MSCI USA QLT FCT	46432F339	281,143	1,568	SH		SOLE	WMS Partners	0	0	1,568
ISHARES TR	RUS 1000 ETF	464287622	4,599,526	14,630	SH		SOLE	WMS Partners	0	0	14,630
ISHARES TR	RUS 1000 GRW ETF	464287614	2,329,609	6,206	SH		SOLE	WMS Partners	0	0	6,206
ISHARES TR	RUS 1000 VAL ETF	464287598	1,132,363	5,966	SH		SOLE	WMS Partners	0	0	5,966
ISHARES TR	RUS MD CP GR ETF	464287481	211,878	1,806	SH		SOLE	WMS Partners	0	0	1,806
ISHARES TR	RUS TP200 GR ETF	464289438	299,489	1,361	SH		SOLE	WMS Partners	0	0	1,361
ISHARES TR	RUSSELL 3000 ETF	464287689	210,415	644	SH		SOLE	WMS Partners	0	0	644
ISHARES TR	S&P 500 GRWT ETF	464287309	2,005,655	20,947	SH		SOLE	WMS Partners	0	0	20,947
ISHARES TR	S&P 500 VAL ETF	464287408	1,258,142	6,381	SH		SOLE	WMS Partners	0	0	6,381
ISHARES TR	S&P MC 400GR ETF	464287606	649,026	7,060	SH		SOLE	WMS Partners	0	0	7,060
ISHARES TR	U.S. TECH ETF	464287721	244,260	1,611	SH		SOLE	WMS Partners	0	0	1,611
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	46641Q670	80,223,916	1,663,016	SH		SOLE	WMS Partners	0	0	1,663,016
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	46641Q274	46,994,767	988,947	SH		SOLE	WMS Partners	0	0	988,947
JANUS DETROIT STR TR	HENDERSON SECURI	47103U746	1,156,932	21,839	SH		SOLE	WMS Partners	0	0	21,839
JOHNSON & JOHNSON	COM	478160104	9,635,394	59,456	SH		SOLE	WMS Partners	0	0	59,456
JPMORGAN CHASE & CO.	COM	46625H100	4,277,506	20,286	SH		SOLE	WMS Partners	0	0	20,286
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	2,076,739	13,067	SH		SOLE	WMS Partners	0	0	13,067
KIMBERLY-CLARK CORP	COM	494368103	867,339	6,096	SH		SOLE	WMS Partners	0	0	6,096
KKR & CO INC	COM	48251W104	6,198,372	47,468	SH		SOLE	WMS Partners	0	0	47,468
L3HARRIS TECHNOLOGIES INC	COM	502431109	204,093	858	SH		SOLE	WMS Partners	0	0	858
LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	531229755	303,526	3,920	SH		SOLE	WMS Partners	0	0	3,920
LINDE PLC	SHS	G54950103	2,629,407	5,514	SH		SOLE	WMS Partners	0	0	5,514
LOWES COS INC	COM	548661107	467,145	1,725	SH		SOLE	WMS Partners	0	0	1,725
LPL FINL HLDGS INC	COM	50212V100	1,163,150	5,000	SH		SOLE	WMS Partners	0	0	5,000
MANULIFE FINL CORP	COM	56501R106	709,732	24,018	SH		SOLE	WMS Partners	0	0	24,018
MARATHON PETE CORP	COM	56585A102	499,157	3,064	SH		SOLE	WMS Partners	0	0	3,064
MARKEL GROUP INC	COM	570535104	1,032,126	658	SH		SOLE	WMS Partners	0	0	658
MARKETAXESS HLDGS INC	COM	57060D108	313,845	1,225	SH		SOLE	WMS Partners	0	0	1,225
MASTERCARD INCORPORATED	CL A	57636Q104	2,949,468	5,973	SH		SOLE	WMS Partners	0	0	5,973
MCCORMICK & CO INC	COM NON VTG	579780206	3,625,805	44,056	SH		SOLE	WMS Partners	0	0	44,056
MCCORMICK & CO INC	COM VTG	579780107	3,032,933	36,745	SH		SOLE	WMS Partners	0	0	36,745
MCDONALDS CORP	COM	580135101	5,984,212	19,652	SH		SOLE	WMS Partners	0	0	19,652
MEDTRONIC PLC	SHS	G5960L103	237,680	2,640	SH		SOLE	WMS Partners	0	0	2,640
MERCK & CO INC	COM	58933Y105	2,209,444	19,456	SH		SOLE	WMS Partners	0	0	19,456
META PLATFORMS INC	CL A	30303M102	1,371,567	2,396	SH		SOLE	WMS Partners	0	0	2,396
MICROSOFT CORP	COM	594918104	43,054,696	100,057	SH		SOLE	WMS Partners	0	0	100,057
MIMEDX GROUP INC	COM	602496101	120,937	20,463	SH		SOLE	WMS Partners	0	0	20,463
MONDELEZ INTL INC	CL A	609207105	823,432	11,177	SH		SOLE	WMS Partners	0	0	11,177
NETFLIX INC	COM	64110L106	564,579	796	SH		SOLE	WMS Partners	0	0	796
NEWMONT CORP	COM	651639106	461,381	8,632	SH		SOLE	WMS Partners	0	0	8,632
NEXTERA ENERGY INC	COM	65339F101	427,300	5,055	SH		SOLE	WMS Partners	0	0	5,055
NIKE INC	CL B	654106103	238,238	2,695	SH		SOLE	WMS Partners	0	0	2,695
NOBLE CORP PLC	ORD SHS A	G65431127	206,649	5,718	SH		SOLE	WMS Partners	0	0	5,718
NORFOLK SOUTHN CORP	COM	655844108	453,841	1,826	SH		SOLE	WMS Partners	0	0	1,826
NOVO-NORDISK A S	ADR	670100205	406,505	3,414	SH		SOLE	WMS Partners	0	0	3,414
NUVEEN AMT FREE MUN CR INC F	COM	67071L106	1,600,507	119,530	SH		SOLE	WMS Partners	0	0	119,530
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	67070X101	1,637,500	125,000	SH		SOLE	WMS Partners	0	0	125,000
NVIDIA CORPORATION	COM	67066G104	4,288,798	35,316	SH		SOLE	WMS Partners	0	0	35,316
OLO INC	CL A	68134L109	95,034	19,160	SH		SOLE	WMS Partners	0	0	19,160
ORACLE CORP	COM	68389X105	2,001,651	11,747	SH		SOLE	WMS Partners	0	0	11,747
OREILLY AUTOMOTIVE INC	COM	67103H107	242,988	211	SH		SOLE	WMS Partners	0	0	211
PALO ALTO NETWORKS INC	COM	697435105	303,519	888	SH		SOLE	WMS Partners	0	0	888
PAYPAL HLDGS INC	COM	70450Y103	256,407	3,286	SH		SOLE	WMS Partners	0	0	3,286
PEBBLEBROOK HOTEL TR	NOTE 1.750%12/1	70509VAA8	13,734	15,000	SH		SOLE	WMS Partners	0	0	15,000
PEPSICO INC	COM	713448108	4,841,049	28,468	SH		SOLE	WMS Partners	0	0	28,468
PFIZER INC	COM	717081103	1,464,601	50,608	SH		SOLE	WMS Partners	0	0	50,608
PHILIP MORRIS INTL INC	COM	718172109	2,473,281	20,373	SH		SOLE	WMS Partners	0	0	20,373
PITNEY BOWES INC	COM	724479100	187,511	26,299	SH		SOLE	WMS Partners	0	0	26,299
PNC FINL SVCS GROUP INC	COM	693475105	444,526	2,405	SH		SOLE	WMS Partners	0	0	2,405
PRICE T ROWE GROUP INC	COM	74144T108	115,269,946	1,058,202	SH		SOLE	WMS Partners	0	0	1,058,202
PROCTER AND GAMBLE CO	COM	742718109	6,930,285	40,013	SH		SOLE	WMS Partners	0	0	40,013
PROGRESSIVE CORP	COM	743315103	215,189	848	SH		SOLE	WMS Partners	0	0	848
QUALCOMM INC	COM	747525103	960,783	5,650	SH		SOLE	WMS Partners	0	0	5,650
QUANTA SVCS INC	COM	74762E102	5,159,199	17,304	SH		SOLE	WMS Partners	0	0	17,304
RBB FD INC	US TREASY 2 YR	74933W486	487,550	10,000	SH		SOLE	WMS Partners	0	0	10,000
REPUBLIC SVCS INC	COM	760759100	808,582	4,026	SH		SOLE	WMS Partners	0	0	4,026
ROCKWELL AUTOMATION INC	COM	773903109	269,266	1,003	SH		SOLE	WMS Partners	0	0	1,003
ROSS STORES INC	COM	778296103	405,324	2,693	SH		SOLE	WMS Partners	0	0	2,693
RTX CORPORATION	COM	75513E101	549,964	4,539	SH		SOLE	WMS Partners	0	0	4,539
RYAN SPECIALTY HOLDINGS INC	CL A	78351F107	3,622,305	54,561	SH		SOLE	WMS Partners	0	0	54,561
S&P GLOBAL INC	COM	78409V104	405,031	784	SH		SOLE	WMS Partners	0	0	784
SALESFORCE INC	COM	79466L302	421,788	1,541	SH		SOLE	WMS Partners	0	0	1,541
SCHWAB CHARLES FAMILY FD	AMT TAX FREE MNY	808515530	37,690,165	37,690,165	SH		SOLE	WMS Partners	0	0	37,690,165
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	808524763	1,204,268	20,216	SH		SOLE	WMS Partners	0	0	20,216
SCHWAB STRATEGIC TR	US DIVIDEND EQ	808524797	567,324	6,712	SH		SOLE	WMS Partners	0	0	6,712
SCHWAB STRATEGIC TR	US LRG CAP ETF	808524201	1,690,958	24,922	SH		SOLE	WMS Partners	0	0	24,922
SELECT SECTOR SPDR TR	COMMUNICATION	81369Y852	273,912	3,030	SH		SOLE	WMS Partners	0	0	3,030
SELECT SECTOR SPDR TR	FINANCIAL	81369Y605	519,096	11,454	SH		SOLE	WMS Partners	0	0	11,454
SELECT SECTOR SPDR TR	INDL	81369Y704	670,699	4,952	SH		SOLE	WMS Partners	0	0	4,952
SELECT SECTOR SPDR TR	SBI CONS DISCR	81369Y407	454,121	2,266	SH		SOLE	WMS Partners	0	0	2,266
SELECT SECTOR SPDR TR	SBI CONS STPLS	81369Y308	351,381	4,234	SH		SOLE	WMS Partners	0	0	4,234
SELECT SECTOR SPDR TR	SBI MATERIALS	81369Y100	523,335	5,430	SH		SOLE	WMS Partners	0	0	5,430
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	794,701	3,520	SH		SOLE	WMS Partners	0	0	3,520
SHOPIFY INC	CL A	82509L107	469,300	5,856	SH		SOLE	WMS Partners	0	0	5,856
SOUTHERN CO	COM	842587107	228,292	2,532	SH		SOLE	WMS Partners	0	0	2,532
SPDR DOW JONES INDL AVERAGE	UT SER 1	78467X109	641,874	1,517	SH		SOLE	WMS Partners	0	0	1,517
SPDR GOLD TR	GOLD SHS	78463V107	2,679,980	11,026	SH		SOLE	WMS Partners	0	0	11,026
SPDR S&P 500 ETF TR	TR UNIT	78462F103	8,529,881	14,867	SH		SOLE	WMS Partners	0	0	14,867
SPDR SER TR	PRTFLO S&P500 GW	78464A409	1,244,100	15,000	SH		SOLE	WMS Partners	0	0	15,000
SPDR SER TR	S&P DIVID ETF	78464A763	235,787	1,660	SH		SOLE	WMS Partners	0	0	1,660
SPROTT PHYSICAL PLAT PALLAD	UNIT	85207Q104	254,093	25,875	SH		SOLE	WMS Partners	0	0	25,875
SSGA ACTIVE ETF TR	SPDR TR TACTIC	78467V848	402,121	9,713	SH		SOLE	WMS Partners	0	0	9,713
STARBUCKS CORP	COM	855244109	568,757	5,834	SH		SOLE	WMS Partners	0	0	5,834
STATE STR CORP	COM	857477103	205,162	2,319	SH		SOLE	WMS Partners	0	0	2,319
STONERIDGE INC	COM	86183P102	311,832	27,867	SH		SOLE	WMS Partners	0	0	27,867
STRYKER CORPORATION	COM	863667101	1,427,269	3,951	SH		SOLE	WMS Partners	0	0	3,951
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	323,027	1,860	SH		SOLE	WMS Partners	0	0	1,860
TARGET CORP	COM	87612E106	553,927	3,554	SH		SOLE	WMS Partners	0	0	3,554
TESLA INC	COM	88160R101	827,798	3,164	SH		SOLE	WMS Partners	0	0	3,164
TEXAS INSTRS INC	COM	882508104	764,929	3,703	SH		SOLE	WMS Partners	0	0	3,703
TEXAS PACIFIC LAND CORPORATI	COM	88262P102	663,555	750	SH		SOLE	WMS Partners	0	0	750
THE CIGNA GROUP	COM	125523100	375,722	1,085	SH		SOLE	WMS Partners	0	0	1,085
THE TRADE DESK INC	COM CL A	88339J105	272,152	2,482	SH		SOLE	WMS Partners	0	0	2,482
THERMO FISHER SCIENTIFIC INC	COM	883556102	429,907	695	SH		SOLE	WMS Partners	0	0	695
TJX COS INC NEW	COM	872540109	642,239	5,464	SH		SOLE	WMS Partners	0	0	5,464
TOAST INC	CL A	888787108	206,635	7,299	SH		SOLE	WMS Partners	0	0	7,299
TRANE TECHNOLOGIES PLC	SHS	G8994E103	206,805	532	SH		SOLE	WMS Partners	0	0	532
TRAVELERS COMPANIES INC	COM	89417E109	657,701	2,809	SH		SOLE	WMS Partners	0	0	2,809
UBER TECHNOLOGIES INC	COM	90353T100	4,513,208	60,048	SH		SOLE	WMS Partners	0	0	60,048
UNDER ARMOUR INC	CL A	904311107	91,551	10,275	SH		SOLE	WMS Partners	0	0	10,275
UNDER ARMOUR INC	CL C	904311206	105,270	12,592	SH		SOLE	WMS Partners	0	0	12,592
UNION PAC CORP	COM	907818108	1,691,463	6,862	SH		SOLE	WMS Partners	0	0	6,862
UNITED PARCEL SERVICE INC	CL B	911312106	250,096	1,834	SH		SOLE	WMS Partners	0	0	1,834
UNITEDHEALTH GROUP INC	COM	91324P102	4,114,978	7,038	SH		SOLE	WMS Partners	0	0	7,038
VANECK ETF TRUST	GOLD MINERS ETF	92189F106	597,300	15,000	SH		SOLE	WMS Partners	0	0	15,000
VANECK ETF TRUST	MRNGSTR WDE MOAT	92189F643	283,191	2,921	SH		SOLE	WMS Partners	0	0	2,921
VANECK MERK GOLD ETF	GOLD SHS	921078101	523,314	20,611	SH		SOLE	WMS Partners	0	0	20,611
VANGUARD BD INDEX FDS	TOTAL BND MRKT	921937835	2,543,075	33,858	SH		SOLE	WMS Partners	0	0	33,858
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	92203J407	867,733	17,258	SH		SOLE	WMS Partners	0	0	17,258
VANGUARD INDEX FDS	GROWTH ETF	922908736	2,107,624	5,490	SH		SOLE	WMS Partners	0	0	5,490
VANGUARD INDEX FDS	MID CAP ETF	922908629	7,089,297	26,871	SH		SOLE	WMS Partners	0	0	26,871
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	1,223,363	12,558	SH		SOLE	WMS Partners	0	0	12,558
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	2,871,711	5,442	SH		SOLE	WMS Partners	0	0	5,442
VANGUARD INDEX FDS	SM CP VAL ETF	922908611	643,300	3,204	SH		SOLE	WMS Partners	0	0	3,204
VANGUARD INDEX FDS	SMALL CP ETF	922908751	1,306,553	5,508	SH		SOLE	WMS Partners	0	0	5,508
VANGUARD INDEX FDS	TOTAL STK MKT	922908769	118,563,486	418,716	SH		SOLE	WMS Partners	0	0	418,716
VANGUARD INDEX FDS	VALUE ETF	922908744	2,034,889	11,657	SH		SOLE	WMS Partners	0	0	11,657
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	922042858	1,077,608	22,521	SH		SOLE	WMS Partners	0	0	22,521
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	922042742	11,073,756	92,513	SH		SOLE	WMS Partners	0	0	92,513
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	92206C102	1,845,565	31,270	SH		SOLE	WMS Partners	0	0	31,270
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	92206C409	3,414,391	42,992	SH		SOLE	WMS Partners	0	0	42,992
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	921908844	64,493,979	325,628	SH		SOLE	WMS Partners	0	0	325,628
VANGUARD STAR FDS	VG TL INTL STK F	921909768	1,652,257	25,521	SH		SOLE	WMS Partners	0	0	25,521
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	385,513	7,300	SH		SOLE	WMS Partners	0	0	7,300
VANGUARD WHITEHALL FDS	HIGH DIV YLD	921946406	1,486,536	11,595	SH		SOLE	WMS Partners	0	0	11,595
VANGUARD WHITEHALL FDS	INTL DVD ETF	921946810	4,778,989	54,134	SH		SOLE	WMS Partners	0	0	54,134
VANGUARD WHITEHALL FDS	INTL HIGH ETF	921946794	204,198	2,781	SH		SOLE	WMS Partners	0	0	2,781
VANGUARD WORLD FD	CONSUM DIS ETF	92204A108	211,098	620	SH		SOLE	WMS Partners	0	0	620
VANGUARD WORLD FD	ENERGY ETF	92204A306	230,122	1,879	SH		SOLE	WMS Partners	0	0	1,879
VANGUARD WORLD FD	FINANCIALS ETF	92204A405	249,716	2,272	SH		SOLE	WMS Partners	0	0	2,272
VANGUARD WORLD FD	HEALTH CAR ETF	92204A504	1,417,577	5,023	SH		SOLE	WMS Partners	0	0	5,023
VANGUARD WORLD FD	INF TECH ETF	92204A702	2,134,917	3,640	SH		SOLE	WMS Partners	0	0	3,640
VANGUARD WORLD FD	MEGA CAP VAL ETF	921910840	728,246	5,677	SH		SOLE	WMS Partners	0	0	5,677
VANGUARD WORLD FD	MEGA GRWTH IND	921910816	833,207	2,588	SH		SOLE	WMS Partners	0	0	2,588
VERISK ANALYTICS INC	COM	92345Y106	288,057	1,075	SH		SOLE	WMS Partners	0	0	1,075
VERIZON COMMUNICATIONS INC	COM	92343V104	285,179	6,350	SH		SOLE	WMS Partners	0	0	6,350
VISA INC	COM CL A	92826C839	14,083,846	51,223	SH		SOLE	WMS Partners	0	0	51,223
WAFD INC	COM	938824109	450,785	12,935	SH		SOLE	WMS Partners	0	0	12,935
WALMART INC	COM	931142103	1,957,955	24,247	SH		SOLE	WMS Partners	0	0	24,247
WISDOMTREE TR	ITL HIGH DIV FD	97717W802	290,079	7,000	SH		SOLE	WMS Partners	0	0	7,000
YUM BRANDS INC	COM	988498101	220,742	1,580	SH		SOLE	WMS Partners	0	0	1,580
ZIMMER BIOMET HOLDINGS INC	COM	98956P102	2,587,022	23,965	SH		SOLE	WMS Partners	0	0	23,965
ZOETIS INC	CL A	98978V103	216,872	1,110	SH		SOLE	WMS Partners	0	0	1,110