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
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   595,477 5,614 SH   SOLE Other,WMS Partners 0 0 5,614
ABBOTT LABS COM 002824100   6,446,114 56,714 SH   SOLE WMS Partners 0 0 56,714
ABBVIE INC COM 00287Y109   1,339,892 7,358 SH   SOLE WMS Partners 0 0 7,358
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,121,630 3,236 SH   SOLE WMS Partners 0 0 3,236
ADOBE INC COM 00724F101   271,475 538 SH   SOLE WMS Partners 0 0 538
AFLAC INC COM 001055102   680,120 7,921 SH   SOLE WMS Partners 0 0 7,921
ALIGN TECHNOLOGY INC COM 016255101   1,641,896 5,007 SH   SOLE Other,WMS Partners 0 0 5,007
ALIGN TECHNOLOGY INC PUT 016255101   1,606,808 4,900 PRN   SOLE Other,WMS Partners 0 0 4,900
ALPHABET INC CAP STK CL A 02079K305   13,108,422 86,851 SH   SOLE Other,WMS Partners 0 0 86,851
ALPHABET INC CAP STK CL C 02079K107   10,732,351 70,487 SH   SOLE Other,WMS Partners 0 0 70,487
ALTRIA GROUP INC COM 02209S103   444,052 10,180 SH   SOLE WMS Partners 0 0 10,180
AMAZON COM INC COM 023135106   6,246,560 34,630 SH   SOLE Other,WMS Partners 0 0 34,630
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   56,872,632 981,239 SH   SOLE Other,WMS Partners 0 0 981,239
AMERICAN CENTY ETF TR AVANTIS RESPON U 025072281   783,126 12,749 SH   SOLE WMS Partners 0 0 12,749
AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072315   545,044 11,110 SH   SOLE WMS Partners 0 0 11,110
AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072299   821,126 14,424 SH   SOLE WMS Partners 0 0 14,424
AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323   1,235,278 23,592 SH   SOLE WMS Partners 0 0 23,592
AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372   568,680 12,000 SH   SOLE WMS Partners 0 0 12,000
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   110,180,098 1,728,586 SH   SOLE Other,WMS Partners 0 0 1,728,586
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802   10,423,864 158,273 SH   SOLE Other,WMS Partners 0 0 158,273
AMERICAN CENTY ETF TR US EQT ETF 025072885   72,155,205 806,203 SH   SOLE WMS Partners 0 0 806,203
AMERICAN CENTY ETF TR US SML CP VALU 025072877   63,436,520 676,945 SH   SOLE WMS Partners 0 0 676,945
AMERICAN EXPRESS CO COM 025816109   546,885 2,402 SH   SOLE WMS Partners 0 0 2,402
AMERICAN TOWER CORP NEW COM 03027X100   399,557 2,022 SH   SOLE WMS Partners 0 0 2,022
AMGEN INC COM 031162100   475,668 1,673 SH   SOLE WMS Partners 0 0 1,673
ANALOG DEVICES INC COM 032654105   242,730 1,227 SH   SOLE WMS Partners 0 0 1,227
ANSYS INC COM 03662Q105   240,582 693 SH   SOLE WMS Partners 0 0 693
AON PLC SHS CL A G0403H108   389,452 1,167 SH   SOLE WMS Partners 0 0 1,167
APPLE INC COM 037833100   35,769,186 208,591 SH   SOLE Other,WMS Partners 0 0 208,591
ARCHER DANIELS MIDLAND CO COM 039483102   268,576 4,276 SH   SOLE Other,WMS Partners 0 0 4,276
AST SPACEMOBILE INC COM CL A 00217D100   51,765 17,850 SH   SOLE WMS Partners 0 0 17,850
ASTRAZENECA PLC SPONSORED ADR 046353108   219,375 3,238 SH   SOLE WMS Partners 0 0 3,238
AT&T INC COM 00206R102   464,500 26,392 SH   SOLE WMS Partners 0 0 26,392
AUTOMATIC DATA PROCESSING IN COM 053015103   704,232 2,820 SH   SOLE WMS Partners 0 0 2,820
AXSOME THERAPEUTICS INC COM 05464T104   3,248,738 40,711 SH   SOLE WMS Partners 0 0 40,711
BANK AMERICA CORP COM 060505104   496,241 13,087 SH   SOLE Other,WMS Partners 0 0 13,087
BARRICK GOLD CORP COM 067901108   168,497 10,126 SH   SOLE Other,WMS Partners 0 0 10,126
BEAZER HOMES USA INC COM NEW 07556Q881   1,882,688 57,399 SH   SOLE WMS Partners 0 0 57,399
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,697,629 11,171 SH   SOLE Other,WMS Partners 0 0 11,171
BLACKROCK INC COM 09247X101   290,962 349 SH   SOLE WMS Partners 0 0 349
BLACKSTONE INC COM 09260D107   274,695 2,091 SH   SOLE WMS Partners 0 0 2,091
BOEING CO COM 097023105   304,483 1,578 SH   SOLE WMS Partners 0 0 1,578
BRAEMAR HOTELS & RESORTS INC COM 10482B101   46,508 23,254 SH   SOLE WMS Partners 0 0 23,254
BRISTOL-MYERS SQUIBB CO COM 110122108   297,945 5,494 SH   SOLE WMS Partners 0 0 5,494
CANADIAN NATL RY CO COM 136375102   1,157,995 8,792 SH   SOLE WMS Partners 0 0 8,792
CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201   527,110 19,515 SH   SOLE WMS Partners 0 0 19,515
CAPITAL ONE FINL CORP COM 14040H105   266,216 1,788 SH   SOLE WMS Partners 0 0 1,788
CATERPILLAR INC COM 149123101   1,127,793 3,078 SH   SOLE Other,WMS Partners 0 0 3,078
CHEVRON CORP NEW COM 166764100   1,176,027 7,455 SH   SOLE Other,WMS Partners 0 0 7,455
CHUBB LIMITED COM H1467J104   335,574 1,295 SH   SOLE WMS Partners 0 0 1,295
CISCO SYS INC COM 17275R102   1,360,229 27,254 SH   SOLE WMS Partners 0 0 27,254
COCA COLA CO COM 191216100   1,981,070 32,381 SH   SOLE WMS Partners 0 0 32,381
COLGATE PALMOLIVE CO COM 194162103   512,655 5,693 SH   SOLE WMS Partners 0 0 5,693
COMCAST CORP NEW CL A 20030N101   319,423 7,368 SH   SOLE WMS Partners 0 0 7,368
CONOCOPHILLIPS COM 20825C104   227,068 1,784 SH   SOLE WMS Partners 0 0 1,784
COSTCO WHSL CORP NEW COM 22160K105   2,076,274 2,834 SH   SOLE WMS Partners 0 0 2,834
CSX CORP COM 126408103   742,009 20,016 SH   SOLE Other,WMS Partners 0 0 20,016
CUMMINS INC COM 231021106   327,946 1,113 SH   SOLE WMS Partners 0 0 1,113
CVS HEALTH CORP COM 126650100   549,946 6,895 SH   SOLE Other,WMS Partners 0 0 6,895
DANAHER CORPORATION COM 235851102   3,842,442 15,387 SH   SOLE Other,WMS Partners 0 0 15,387
DEERE & CO COM 244199105   760,691 1,852 SH   SOLE Other,WMS Partners 0 0 1,852
DIAGEO PLC SPON ADR NEW 25243Q205   3,074,106 20,668 SH   SOLE WMS Partners 0 0 20,668
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872   9,675,726 230,649 SH   SOLE WMS Partners 0 0 230,649
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732   2,005,324 78,671 SH   SOLE WMS Partners 0 0 78,671
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302   697,104 28,200 SH   SOLE WMS Partners 0 0 28,200
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203   574,785 19,020 SH   SOLE WMS Partners 0 0 19,020
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799   756,651 28,286 SH   SOLE WMS Partners 0 0 28,286
DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849   505,186 10,505 SH   SOLE WMS Partners 0 0 10,505
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   449,750 9,561 SH   SOLE WMS Partners 0 0 9,561
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104   8,485,904 232,236 SH   SOLE WMS Partners 0 0 232,236
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   29,099,945 910,796 SH   SOLE WMS Partners 0 0 910,796
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815   508,088 16,880 SH   SOLE WMS Partners 0 0 16,880
DISNEY WALT CO COM 254687106   1,977,145 16,158 SH   SOLE Other,WMS Partners 0 0 16,158
ECOLAB INC COM 278865100   220,279 954 SH   SOLE WMS Partners 0 0 954
ELEVANCE HEALTH INC COM 036752103   368,896 711 SH   SOLE WMS Partners 0 0 711
ELI LILLY & CO COM 532457108   1,216,730 1,564 SH   SOLE WMS Partners 0 0 1,564
EMCOR GROUP INC COM 29084Q100   253,545 724 SH   SOLE WMS Partners 0 0 724
ENTERPRISE PRODS PARTNERS L COM 293792107   398,453 13,655 SH   SOLE WMS Partners 0 0 13,655
EXPEDITORS INTL WASH INC COM 302130109   520,077 4,278 SH   SOLE WMS Partners 0 0 4,278
EXXON MOBIL CORP COM 30231G102   5,125,197 44,092 SH   SOLE WMS Partners 0 0 44,092
F N B CORP COM 302520101   2,781,225 197,250 SH   SOLE WMS Partners 0 0 197,250
F5 INC COM 315616102   395,485 2,086 SH   SOLE WMS Partners 0 0 2,086
FACTSET RESH SYS INC COM 303075105   214,927 473 SH   SOLE WMS Partners 0 0 473
FASTENAL CO COM 311900104   318,897 4,134 SH   SOLE WMS Partners 0 0 4,134
FISERV INC COM 337738108   204,410 1,279 SH   SOLE WMS Partners 0 0 1,279
FORD MTR CO DEL COM 345370860   166,894 12,567 SH   SOLE WMS Partners 0 0 12,567
FORTIVE CORP COM 34959J108   383,736 4,461 SH   SOLE WMS Partners 0 0 4,461
FRANCO NEV CORP COM 351858105   288,010 2,417 SH   SOLE WMS Partners 0 0 2,417
FRP HLDGS INC COM 30292L107   1,600,760 26,071 SH   SOLE WMS Partners 0 0 26,071
GARMIN LTD SHS H2906T109   364,732 2,450 SH   SOLE WMS Partners 0 0 2,450
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   200,366 2,204 SH   SOLE Other,WMS Partners 0 0 2,204
GENERAL ELECTRIC CO COM NEW 369604301   1,209,402 6,890 SH   SOLE Other,WMS Partners 0 0 6,890
GENUINE PARTS CO COM 372460105   208,226 1,344 SH   SOLE WMS Partners 0 0 1,344
GENWORTH FINL INC COM CL A 37247D106   83,590 13,000 SH   SOLE WMS Partners 0 0 13,000
GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206   49,452,577 1,577,938 SH   SOLE Other,WMS Partners 0 0 1,577,938
GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107   95,108,563 2,773,653 SH   SOLE WMS Partners 0 0 2,773,653
GOLDMAN SACHS ETF TR ACTIVEBETA US 381430602   1,860,768 28,387 SH   SOLE WMS Partners 0 0 28,387
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503   79,777,690 768,645 SH   SOLE WMS Partners 0 0 768,645
GOLDMAN SACHS GROUP INC COM 38141G104   559,287 1,339 SH   SOLE WMS Partners 0 0 1,339
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100   355,880 14,000 SH   SOLE WMS Partners 0 0 14,000
HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305   48,971,481 1,451,437 SH   SOLE WMS Partners 0 0 1,451,437
HOME DEPOT INC COM 437076102   1,862,983 4,857 SH   SOLE WMS Partners 0 0 4,857
HONEYWELL INTL INC COM 438516106   429,997 2,095 SH   SOLE WMS Partners 0 0 2,095
IAMGOLD CORP COM 450913108   362,970 109,000 SH   SOLE WMS Partners 0 0 109,000
IDEXX LABS INC COM 45168D104   574,486 1,064 SH   SOLE WMS Partners 0 0 1,064
ILLINOIS TOOL WKS INC COM 452308109   738,713 2,753 SH   SOLE WMS Partners 0 0 2,753
INTEL CORP COM 458140100   1,813,934 41,067 SH   SOLE WMS Partners 0 0 41,067
INTERNATIONAL BUSINESS MACHS COM 459200101   639,540 3,349 SH   SOLE WMS Partners 0 0 3,349
INTUIT COM 461202103   279,925 431 SH   SOLE WMS Partners 0 0 431
INTUITIVE SURGICAL INC COM NEW 46120E602   280,162 702 SH   SOLE WMS Partners 0 0 702
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743   1,066,135 21,473 SH   SOLE WMS Partners 0 0 21,473
INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG 46138E727   437,909 22,503 SH   SOLE WMS Partners 0 0 22,503
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 46137V837   703,808 7,125 SH   SOLE WMS Partners 0 0 7,125
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613   2,295,313 59,665 SH   SOLE WMS Partners 0 0 59,665
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597   1,336,895 34,035 SH   SOLE WMS Partners 0 0 34,035
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282   4,854,179 137,942 SH   SOLE Other,WMS Partners 0 0 137,942
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   1,588,922 9,381 SH   SOLE WMS Partners 0 0 9,381
INVESCO QQQ TR UNIT SER 1 46090E103   1,556,313 3,505 SH   SOLE WMS Partners 0 0 3,505
ISHARES GOLD TR ISHARES NEW 464285204   4,182,936 99,570 SH   SOLE WMS Partners 0 0 99,570
ISHARES INC CORE MSCI EMKT 46434G103   1,847,435 35,803 SH   SOLE WMS Partners 0 0 35,803
ISHARES INC MSCI GBL MIN VOL 464286525   19,726,203 187,387 SH   SOLE WMS Partners 0 0 187,387
ISHARES INC MSCI JPN ETF NEW 46434G822   713,500 10,000 SH   SOLE WMS Partners 0 0 10,000
ISHARES SILVER TR ISHARES 46428Q109   1,563,835 68,740 SH   SOLE WMS Partners 0 0 68,740
ISHARES TR 1 3 YR TREAS BD 464287457   271,919 3,325 SH   SOLE WMS Partners 0 0 3,325
ISHARES TR CORE MSCI EAFE 46432F842   226,520 3,052 SH   SOLE WMS Partners 0 0 3,052
ISHARES TR CORE S&P MCP ETF 464287507   293,787 4,837 SH   SOLE WMS Partners 0 0 4,837
ISHARES TR CORE S&P SCP ETF 464287804   46,168,502 417,739 SH   SOLE WMS Partners 0 0 417,739
ISHARES TR CORE S&P500 ETF 464287200   8,639,847 16,434 SH   SOLE WMS Partners 0 0 16,434
ISHARES TR CORE US AGGBD ET 464287226   9,475,122 96,744 SH   SOLE WMS Partners 0 0 96,744
ISHARES TR EXPANDED TECH 464287515   773,826 9,075 SH   SOLE WMS Partners 0 0 9,075
ISHARES TR INTL DEV SML CP 46436E510   205,668 5,800 SH   SOLE WMS Partners 0 0 5,800
ISHARES TR ISHS 1-5YR INVS 464288646   431,983 8,424 SH   SOLE WMS Partners 0 0 8,424
ISHARES TR MSCI ACWI ETF 464288257   7,715,708 70,060 SH   SOLE WMS Partners 0 0 70,060
ISHARES TR MSCI EAFE ETF 464287465   268,809 3,366 SH   SOLE WMS Partners 0 0 3,366
ISHARES TR MSCI EMG MKT ETF 464287234   273,881 6,667 SH   SOLE WMS Partners 0 0 6,667
ISHARES TR MSCI INDIA ETF 46429B598   621,299 12,043 SH   SOLE WMS Partners 0 0 12,043
ISHARES TR MSCI UK ETF NEW 46435G334   1,026,300 30,000 SH   SOLE WMS Partners 0 0 30,000
ISHARES TR MSCI USA MIN VOL 46429B697   216,138 2,586 SH   SOLE WMS Partners 0 0 2,586
ISHARES TR MSCI USA QLT FCT 46432F339   260,988 1,588 SH   SOLE WMS Partners 0 0 1,588
ISHARES TR RUS 1000 ETF 464287622   4,213,879 14,630 SH   SOLE WMS Partners 0 0 14,630
ISHARES TR RUS 1000 GRW ETF 464287614   1,408,532 4,179 SH   SOLE WMS Partners 0 0 4,179
ISHARES TR RUS 1000 VAL ETF 464287598   934,776 5,219 SH   SOLE WMS Partners 0 0 5,219
ISHARES TR RUS MD CP GR ETF 464287481   208,471 1,826 SH   SOLE WMS Partners 0 0 1,826
ISHARES TR RUS TP200 GR ETF 464289438   242,120 1,241 SH   SOLE WMS Partners 0 0 1,241
ISHARES TR S&P 500 GRWT ETF 464287309   1,787,662 21,171 SH   SOLE WMS Partners 0 0 21,171
ISHARES TR S&P 500 VAL ETF 464287408   1,226,969 6,568 SH   SOLE WMS Partners 0 0 6,568
ISHARES TR S&P MC 400GR ETF 464287606   644,225 7,060 SH   SOLE WMS Partners 0 0 7,060
ISHARES TR U.S. TECH ETF 464287721   217,582 1,611 SH   SOLE WMS Partners 0 0 1,611
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670   57,925,239 1,241,832 SH   SOLE WMS Partners 0 0 1,241,832
J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274   41,310,259 887,820 SH   SOLE WMS Partners 0 0 887,820
JOHNSON & JOHNSON COM 478160104   8,770,528 55,443 SH   SOLE Other,WMS Partners 0 0 55,443
JPMORGAN CHASE & CO COM 46625H100   3,224,540 16,099 SH   SOLE Other,WMS Partners 0 0 16,099
KIMBERLY-CLARK CORP COM 494368103   737,425 5,701 SH   SOLE WMS Partners 0 0 5,701
LOWES COS INC COM 548661107   349,851 1,373 SH   SOLE WMS Partners 0 0 1,373
MANULIFE FINL CORP COM 56501R106   609,856 24,404 SH   SOLE WMS Partners 0 0 24,404
MARATHON PETE CORP COM 56585A102   236,561 1,174 SH   SOLE WMS Partners 0 0 1,174
MARKETAXESS HLDGS INC COM 57060D108   268,582 1,225 SH   SOLE WMS Partners 0 0 1,225
MASTERCARD INCORPORATED CL A 57636Q104   3,267,453 6,785 SH   SOLE Other,WMS Partners 0 0 6,785
MCCORMICK & CO INC COM NON VTG 579780206   3,683,036 47,950 SH   SOLE WMS Partners 0 0 47,950
MCCORMICK & CO INC COM VTG 579780107   3,219,976 41,591 SH   SOLE Other,WMS Partners 0 0 41,591
MCDONALDS CORP COM 580135101   5,175,710 18,357 SH   SOLE WMS Partners 0 0 18,357
MEDTRONIC PLC SHS G5960L103   356,793 4,094 SH   SOLE WMS Partners 0 0 4,094
MERCK & CO INC COM 58933Y105   2,054,030 15,567 SH   SOLE WMS Partners 0 0 15,567
META PLATFORMS INC CL A 30303M102   894,439 1,842 SH   SOLE WMS Partners 0 0 1,842
MICROSOFT CORP COM 594918104   33,206,756 78,928 SH   SOLE WMS Partners 0 0 78,928
MIMEDX GROUP INC COM 602496101   497,536 64,615 SH   SOLE WMS Partners 0 0 64,615
MONDELEZ INTL INC CL A 609207105   596,673 8,524 SH   SOLE Other,WMS Partners 0 0 8,524
NETFLIX INC COM 64110L106   574,535 946 SH   SOLE WMS Partners 0 0 946
NEWMONT CORP COM 651639106   391,409 10,921 SH   SOLE WMS Partners 0 0 10,921
NEXGEN ENERGY LTD COM 65340P106   359,495 46,267 SH   SOLE WMS Partners 0 0 46,267
NIKE INC CL B 654106103   388,890 4,138 SH   SOLE Other,WMS Partners 0 0 4,138
NOBLE CORP PLC ORD SHS A G65431127   277,266 5,718 SH   SOLE WMS Partners 0 0 5,718
NORFOLK SOUTHN CORP COM 655844108   543,142 2,131 SH   SOLE Other,WMS Partners 0 0 2,131
NOVO-NORDISK A S ADR 670100205   432,195 3,366 SH   SOLE Other,WMS Partners 0 0 3,366
NVIDIA CORPORATION COM 67066G104   2,667,402 2,952 SH   SOLE WMS Partners 0 0 2,952
ORACLE CORP COM 68389X105   1,910,751 15,212 SH   SOLE WMS Partners 0 0 15,212
OREILLY AUTOMOTIVE INC COM 67103H107   1,701,223 1,507 SH   SOLE WMS Partners 0 0 1,507
PAYPAL HLDGS INC COM 70450Y103   242,236 3,616 SH   SOLE WMS Partners 0 0 3,616
PEPSICO INC COM 713448108   4,087,426 23,355 SH   SOLE WMS Partners 0 0 23,355
PFIZER INC COM 717081103   1,338,816 48,246 SH   SOLE Other,WMS Partners 0 0 48,246
PHILIP MORRIS INTL INC COM 718172109   1,918,444 20,939 SH   SOLE WMS Partners 0 0 20,939
PITNEY BOWES INC COM 724479100   72,528 16,750 SH   SOLE WMS Partners 0 0 16,750
PNC FINL SVCS GROUP INC COM 693475105   385,059 2,383 SH   SOLE Other,WMS Partners 0 0 2,383
PRICE T ROWE GROUP INC COM 74144T108   40,771,695 334,414 SH   SOLE Other,WMS Partners 0 0 334,414
PRICE T ROWE GROUP INC PUT 74144T108   3,657,600 30,000 PRN   SOLE Other 0 0 30,000
PROCTER AND GAMBLE CO COM 742718109   5,845,691 36,029 SH   SOLE WMS Partners 0 0 36,029
PROGRESSIVE CORP COM 743315103   277,553 1,342 SH   SOLE WMS Partners 0 0 1,342
PROSHARES TR SHORT QQQ NEW 74347B714   350,400 40,000 SH   SOLE WMS Partners 0 0 40,000
PROSHARES TR ULTRAPRO SHT QQQ 74347G432   209,600 20,000 SH   SOLE WMS Partners 0 0 20,000
PRUDENTIAL FINL INC COM 744320102   1,120,959 9,548 SH   SOLE WMS Partners 0 0 9,548
QUALCOMM INC COM 747525103   786,568 4,646 SH   SOLE WMS Partners 0 0 4,646
QUANTA SVCS INC COM 74762E102   6,986,512 26,892 SH   SOLE WMS Partners 0 0 26,892
REPUBLIC SVCS INC COM 760759100   740,682 3,869 SH   SOLE WMS Partners 0 0 3,869
ROCKWELL AUTOMATION INC COM 773903109   291,622 1,001 SH   SOLE WMS Partners 0 0 1,001
ROPER TECHNOLOGIES INC COM 776696106   243,966 435 SH   SOLE WMS Partners 0 0 435
RTX CORPORATION COM 75513E101   547,869 5,617 SH   SOLE WMS Partners 0 0 5,617
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   3,488,786 62,861 SH   SOLE WMS Partners 0 0 62,861
S&P GLOBAL INC COM 78409V104   462,465 1,087 SH   SOLE WMS Partners 0 0 1,087
SALESFORCE INC COM 79466L302   397,257 1,319 SH   SOLE WMS Partners 0 0 1,319
SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 808515530   41,387,774 41,387,774 SH   SOLE WMS Partners 0 0 41,387,774
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   1,728,040 44,286 SH   SOLE WMS Partners 0 0 44,286
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888   433,932 12,121 SH   SOLE WMS Partners 0 0 12,121
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763   1,193,581 20,929 SH   SOLE WMS Partners 0 0 20,929
SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730   567,998 20,461 SH   SOLE WMS Partners 0 0 20,461
SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748   656,657 18,513 SH   SOLE WMS Partners 0 0 18,513
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   349,259 4,332 SH   SOLE WMS Partners 0 0 4,332
SCHWAB STRATEGIC TR US REIT ETF 808524847   267,108 13,158 SH   SOLE WMS Partners 0 0 13,158
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   710,775 14,435 SH   SOLE WMS Partners 0 0 14,435
SELECT SECTOR SPDR TR INDL 81369Y704   391,232 3,106 SH   SOLE WMS Partners 0 0 3,106
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   492,317 5,300 SH   SOLE WMS Partners 0 0 5,300
SHOPIFY INC CL A 82509L107   472,667 6,125 SH   SOLE WMS Partners 0 0 6,125
SOUTHERN CO COM 842587107   226,257 3,154 SH   SOLE WMS Partners 0 0 3,154
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   619,313 1,557 SH   SOLE WMS Partners 0 0 1,557
SPDR GOLD TR GOLD SHS 78463V107   2,140,929 10,407 SH   SOLE WMS Partners 0 0 10,407
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,178,367 7,988 SH   SOLE WMS Partners 0 0 7,988
SPDR SER TR PRTFLO S&P500 GW 78464A409   1,104,565 15,100 SH   SOLE WMS Partners 0 0 15,100
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848   1,426,872 35,627 SH   SOLE WMS Partners 0 0 35,627
STARBUCKS CORP COM 855244109   540,115 5,910 SH   SOLE Other,WMS Partners 0 0 5,910
STATE STR CORP COM 857477103   280,517 3,628 SH   SOLE WMS Partners 0 0 3,628
STONERIDGE INC COM 86183P102   569,188 30,867 SH   SOLE WMS Partners 0 0 30,867
STRYKER CORPORATION COM 863667101   1,813,616 5,068 SH   SOLE WMS Partners 0 0 5,068
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   309,650 2,276 SH   SOLE WMS Partners 0 0 2,276
TARGET CORP COM 87612E106   511,074 2,884 SH   SOLE WMS Partners 0 0 2,884
TESLA INC COM 88160R101   427,522 2,432 SH   SOLE Other,WMS Partners 0 0 2,432
TEXAS INSTRS INC COM 882508104   628,899 3,610 SH   SOLE WMS Partners 0 0 3,610
TEXAS PACIFIC LAND CORPORATI COM 88262P102   433,883 750 SH   SOLE WMS Partners 0 0 750
THE CIGNA GROUP COM 125523100   403,566 1,111 SH   SOLE Other,WMS Partners 0 0 1,111
THE TRADE DESK INC COM CL A 88339J105   227,292 2,600 SH   SOLE WMS Partners 0 0 2,600
THERMO FISHER SCIENTIFIC INC COM 883556102   646,887 1,113 SH   SOLE WMS Partners 0 0 1,113
TJX COS INC NEW COM 872540109   443,206 4,370 SH   SOLE WMS Partners 0 0 4,370
TRANSDIGM GROUP INC COM 893641100   253,710 206 SH   SOLE WMS Partners 0 0 206
TRAVELERS COMPANIES INC COM 89417E109   659,409 2,865 SH   SOLE WMS Partners 0 0 2,865
UBER TECHNOLOGIES INC COM 90353T100   4,695,313 60,986 SH   SOLE WMS Partners 0 0 60,986
UNDER ARMOUR INC CL A 904311107   100,361 13,599 SH   SOLE WMS Partners 0 0 13,599
UNDER ARMOUR INC CL C 904311206   99,432 13,926 SH   SOLE WMS Partners 0 0 13,926
UNION PAC CORP COM 907818108   1,768,696 7,192 SH   SOLE Other,WMS Partners 0 0 7,192
UNITEDHEALTH GROUP INC COM 91324P102   710,390 1,436 SH   SOLE WMS Partners 0 0 1,436
VANECK ETF TRUST GOLD MINERS ETF 92189F106   474,300 15,000 SH   SOLE WMS Partners 0 0 15,000
VANECK MERK GOLD TR GOLD TRUST 921078101   371,948 17,316 SH   SOLE WMS Partners 0 0 17,316
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   561,648 7,733 SH   SOLE WMS Partners 0 0 7,733
VANGUARD INDEX FDS GROWTH ETF 922908736   402,714 1,170 SH   SOLE WMS Partners 0 0 1,170
VANGUARD INDEX FDS MID CAP ETF 922908629   6,442,678 25,785 SH   SOLE WMS Partners 0 0 25,785
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,094,987 12,662 SH   SOLE WMS Partners 0 0 12,662
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   2,024,243 4,211 SH   SOLE WMS Partners 0 0 4,211
VANGUARD INDEX FDS SM CP VAL ETF 922908611   641,263 3,342 SH   SOLE WMS Partners 0 0 3,342
VANGUARD INDEX FDS SMALL CP ETF 922908751   1,510,980 6,610 SH   SOLE WMS Partners 0 0 6,610
VANGUARD INDEX FDS TOTAL STK MKT 922908769   105,081,864 404,317 SH   SOLE WMS Partners 0 0 404,317
VANGUARD INDEX FDS VALUE ETF 922908744   993,339 6,099 SH   SOLE WMS Partners 0 0 6,099
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,014,824 24,296 SH   SOLE WMS Partners 0 0 24,296
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   11,616,020 105,122 SH   SOLE WMS Partners 0 0 105,122
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   2,088,381 35,963 SH   SOLE WMS Partners 0 0 35,963
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   3,308,400 42,794 SH   SOLE WMS Partners 0 0 42,794
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   50,561,546 276,883 SH   SOLE WMS Partners 0 0 276,883
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   1,086,332 21,653 SH   SOLE WMS Partners 0 0 21,653
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,315,646 10,874 SH   SOLE WMS Partners 0 0 10,874
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810   5,737,731 70,376 SH   SOLE Other,WMS Partners 0 0 70,376
VANGUARD WORLD FD ENERGY ETF 92204A306   245,884 1,867 SH   SOLE WMS Partners 0 0 1,867
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   735,765 2,720 SH   SOLE Other,WMS Partners 0 0 2,720
VANGUARD WORLD FD INF TECH ETF 92204A702   1,364,338 2,602 SH   SOLE Other,WMS Partners 0 0 2,602
VERALTO CORP COM SHS 92338C103   394,006 4,444 SH   SOLE Other,WMS Partners 0 0 4,444
VERISK ANALYTICS INC COM 92345Y106   382,590 1,623 SH   SOLE WMS Partners 0 0 1,623
VERIZON COMMUNICATIONS INC COM 92343V104   230,780 5,500 SH   SOLE WMS Partners 0 0 5,500
VISA INC COM CL A 92826C839   12,324,757 44,162 SH   SOLE Other,WMS Partners 0 0 44,162
WALMART INC COM 931142103   1,491,247 24,784 SH   SOLE WMS Partners 0 0 24,784
WASTE MGMT INC DEL COM 94106L109   209,953 985 SH   SOLE WMS Partners 0 0 985
WISDOMTREE TR ITL HIGH DIV FD 97717W802   277,410 7,000 SH   SOLE WMS Partners 0 0 7,000
YUM BRANDS INC COM 988498101   264,545 1,908 SH   SOLE Other,WMS Partners 0 0 1,908
ZIMMER BIOMET HOLDINGS INC COM 98956P102   2,729,875 20,684 SH   SOLE WMS Partners 0 0 20,684