General Counsel

0001480916-22-000003.txt : 20220805 0001480916-22-000003.hdr.sgml : 20220805 20220805115951 ACCESSION NUMBER: 0001480916-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220805 DATE AS OF CHANGE: 20220805 EFFECTIVENESS DATE: 20220805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WMS Partners, LLC CENTRAL INDEX KEY: 0001480916 IRS NUMBER: 521852466 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13659 FILM NUMBER: 221139415 BUSINESS ADDRESS: STREET 1: TOWSON CITY CENTER STREET 2: ONE OLYMPIC PLACE, 8TH FLOOR CITY: TOWSON STATE: MD ZIP: 21204 BUSINESS PHONE: (410)337-7575 MAIL ADDRESS: STREET 1: TOWSON CITY CENTER STREET 2: ONE OLYMPIC PLACE, 8TH FLOOR CITY: TOWSON STATE: MD ZIP: 21204 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001480916 XXXXXXXX 06-30-2022 06-30-2022 WMS Partners, LLC

TOWSON CITY CENTER ONE OLYMPIC PLACE, 8TH FLOOR TOWSON MD 21204

13F HOLDINGS REPORT 028-13659 N Paul Lamari, Esq. General Counsel 4103377575 Paul D. Lamari Columbia MD 08-05-2022 0 261 642397 false INFORMATION TABLE 2 13fq22022v5.xml WMS13FQ22022 3M CO COM 88579Y101 1230 9503 SH SOLE WMS Partners 0 0 9503 ABBOTT LABS COM 002824100 8724 80291 SH SOLE WMS Partners 0 0 80291 ABBVIE INC COM 00287Y109 1966 12835 SH SOLE WMS Partners 0 0 12835 ABERDEEN GLOBAL PREMIER PPTY COM SH BEN INT 00302L108 78 15846 SH SOLE WMS Partners 0 0 15846 ABRDN PALLADIUM ETF TRUST PHYSICAL PALLADM 003262102 335 1875 SH SOLE WMS Partners 0 0 1875 ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS 003260106 818 9843 SH SOLE WMS Partners 0 0 9843 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 969 3489 SH SOLE WMS Partners 0 0 3489 ACUMEN PHARMACEUTICALS INC COM 00509G209 851 181068 SH SOLE WMS Partners 0 0 181068 ADOBE SYSTEMS INCORPORATED COM 00724F101 259 707 SH SOLE WMS Partners 0 0 707 ADVISORSHARES TR PURE US CANNABIS 00768Y453 110 10665 SH SOLE WMS Partners 0 0 10665 AFLAC INC COM 001055102 424 7658 SH SOLE WMS Partners 0 0 7658 AIR PRODS & CHEMS INC COM 009158106 212 881 SH SOLE WMS Partners 0 0 881 AIRBNB INC COM CL A 009066101 698 7833 SH SOLE WMS Partners 0 0 7833 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 405 3561 SH SOLE WMS Partners 0 0 3561 ALIGN TECHNOLOGY INC COM 016255101 1218 5145 SH SOLE WMS Partners 0 0 5145 ALPHABET INC CAP STK CL A 02079K305 12372 5677 SH SOLE WMS Partners 0 0 5677 ALPHABET INC CAP STK CL C 02079K107 10365 4738 SH SOLE WMS Partners 0 0 4738 ALTRIA GROUP INC COM 02209S103 534 12782 SH SOLE WMS Partners 0 0 12782 AMAZON COM INC COM 023135106 6411 60361 SH SOLE WMS Partners 0 0 60361 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 4753 91357 SH SOLE WMS Partners 0 0 91357 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 4405 86443 SH SOLE WMS Partners 0 0 86443 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 236 4472 SH SOLE WMS Partners 0 0 4472 AMERICAN CENTY ETF TR US EQT ETF 025072885 3404 52337 SH SOLE WMS Partners 0 0 52337 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1333 19501 SH SOLE WMS Partners 0 0 19501 AMERICAN EXPRESS CO COM 025816109 411 2962 SH SOLE WMS Partners 0 0 2962 AMERICAN TOWER CORP NEW COM 03027X100 655 2562 SH SOLE WMS Partners 0 0 2562 AMGEN INC COM 031162100 411 1689 SH SOLE WMS Partners 0 0 1689 ANALOG DEVICES INC COM 032654105 354 2423 SH SOLE WMS Partners 0 0 2423 ANSYS INC COM 03662Q105 290 1214 SH SOLE WMS Partners 0 0 1214 AON PLC SHS CL A G0403H108 494 1830 SH SOLE WMS Partners 0 0 1830 APPLE INC COM 037833100 45122 330031 SH SOLE WMS Partners 0 0 330031 APTIV PLC SHS G6095L109 260 2916 SH SOLE WMS Partners 0 0 2916 ARES CAPITAL CORP COM 04010L103 182 10144 SH SOLE WMS Partners 0 0 10144 ASTRAZENECA PLC SPONSORED ADR 046353108 502 7605 SH SOLE WMS Partners 0 0 7605 AT&T INC COM 00206R102 204 9718 SH SOLE WMS Partners 0 0 9718 AURORA CANNABIS INC COM 05156X884 28 21124 SH SOLE WMS Partners 0 0 21124 AUTOMATIC DATA PROCESSING IN COM 053015103 648 3087 SH SOLE WMS Partners 0 0 3087 AXSOME THERAPEUTICS INC COM 05464T104 9288 242500 SH SOLE WMS Partners 0 0 242500 BARCLAYS BANK PLC ETN LKD 48 06746P498 222 6100 SH SOLE WMS Partners 0 0 6100 BEAZER HOMES USA INC COM NEW 07556Q881 332 27537 SH SOLE WMS Partners 0 0 27537 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3200 11722 SH SOLE WMS Partners 0 0 11722 BERRY GLOBAL GROUP INC COM 08579W103 212 3875 SH SOLE WMS Partners 0 0 3875 BK OF AMERICA CORP COM 060505104 400 12857 SH SOLE WMS Partners 0 0 12857 BLACKROCK INC COM 09247X101 228 375 SH SOLE WMS Partners 0 0 375 BLACKSTONE INC COM 09260D107 1067 11697 SH SOLE WMS Partners 0 0 11697 BOEING CO COM 097023105 355 2596 SH SOLE WMS Partners 0 0 2596 BRAEMAR HOTELS & RESORTS INC COM 10482B101 195 45390 SH SOLE WMS Partners 0 0 45390 BRISTOL-MYERS SQUIBB CO COM 110122108 2137 27758 SH SOLE WMS Partners 0 0 27758 CANADIAN NATL RY CO COM 136375102 1070 9517 SH SOLE WMS Partners 0 0 9517 CAPITAL ONE FINL CORP COM 14040H105 237 2271 SH SOLE WMS Partners 0 0 2271 CATERPILLAR INC COM 149123101 1021 5711 SH SOLE WMS Partners 0 0 5711 CERUS CORP COM 157085101 58 11000 SH SOLE WMS Partners 0 0 11000 CHEVRON CORP NEW COM 166764100 1242 8582 SH SOLE WMS Partners 0 0 8582 CHUBB LIMITED COM H1467J104 586 2981 SH SOLE WMS Partners 0 0 2981 CISCO SYS INC COM 17275R102 1496 35077 SH SOLE WMS Partners 0 0 35077 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 26 12000 SH SOLE WMS Partners 0 0 12000 COCA COLA CO COM 191216100 2669 42425 SH SOLE WMS Partners 0 0 42425 COLGATE PALMOLIVE CO COM 194162103 464 5796 SH SOLE WMS Partners 0 0 5796 COMCAST CORP NEW CL A 20030N101 580 14775 SH SOLE WMS Partners 0 0 14775 COMPUGEN LTD ORD M25722105 43 23000 SH SOLE WMS Partners 0 0 23000 COMSCORE INC COM 20564W105 23 11000 SH SOLE WMS Partners 0 0 11000 CONAGRA BRANDS INC COM 205887102 465 13585 SH SOLE WMS Partners 0 0 13585 CONOCOPHILLIPS COM 20825C104 249 2774 SH SOLE WMS Partners 0 0 2774 COSTCO WHSL CORP NEW COM 22160K105 1236 2579 SH SOLE WMS Partners 0 0 2579 CROWN HLDGS INC COM 228368106 286 3099 SH SOLE WMS Partners 0 0 3099 CSX CORP COM 126408103 643 22115 SH SOLE WMS Partners 0 0 22115 CVS HEALTH CORP COM 126650100 790 8525 SH SOLE WMS Partners 0 0 8525 DANAHER CORPORATION COM 235851102 4563 18000 SH SOLE WMS Partners 0 0 18000 DEERE & CO COM 244199105 519 1734 SH SOLE WMS Partners 0 0 1734 DESKTOP METAL INC COM CL A 25058X105 42 18937 SH SOLE WMS Partners 0 0 18937 DIAGEO PLC SPON ADR NEW 25243Q205 5485 31500 SH SOLE WMS Partners 0 0 31500 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 24607 1056099 SH SOLE WMS Partners 0 0 1056099 DISNEY WALT CO COM 254687106 3706 39256 SH SOLE WMS Partners 0 0 39256 DOLLAR GEN CORP NEW COM 256677105 209 852 SH SOLE WMS Partners 0 0 852 EAGLE BANCORP INC MD COM 268948106 389 8204 SH SOLE WMS Partners 0 0 8204 ECOLAB INC COM 278865100 266 1728 SH SOLE WMS Partners 0 0 1728 ELEVANCE HEALTH INC COM 036752103 223 463 SH SOLE WMS Partners 0 0 463 ENTERPRISE PRODS PARTNERS L COM 293792107 678 27812 SH SOLE WMS Partners 0 0 27812 ETF MANAGERS TR ETFMG ALTR HRVST 26924G508 130 22500 SH SOLE WMS Partners 0 0 22500 EXPEDITORS INTL WASH INC COM 302130109 482 4942 SH SOLE WMS Partners 0 0 4942 EXXON MOBIL CORP COM 30231G102 3865 45132 SH SOLE WMS Partners 0 0 45132 F N B CORP COM 302520101 2535 233424 SH SOLE WMS Partners 0 0 233424 F5 INC COM 315616102 385 2517 SH SOLE WMS Partners 0 0 2517 FASTENAL CO COM 311900104 489 9797 SH SOLE WMS Partners 0 0 9797 FEDEX CORP COM 31428X106 256 1128 SH SOLE WMS Partners 0 0 1128 FIDELITY NATL INFORMATION SV COM 31620M106 225 2452 SH SOLE WMS Partners 0 0 2452 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 346 2725 SH SOLE WMS Partners 0 0 2725 FISERV INC COM 337738108 308 3459 SH SOLE WMS Partners 0 0 3459 FORD MTR CO DEL COM 345370860 317 28500 SH SOLE WMS Partners 0 0 28500 FORTIVE CORP COM 34959J108 264 4848 SH SOLE WMS Partners 0 0 4848 FORTRESS BIOTECH INC COM 34960Q109 10 11624 SH SOLE WMS Partners 0 0 11624 FRANCO NEV CORP COM 351858105 293 2227 SH SOLE WMS Partners 0 0 2227 FRP HLDGS INC COM 30292L107 1069 17712 SH SOLE WMS Partners 0 0 17712 GARMIN LTD SHS H2906T109 1379 14031 SH SOLE WMS Partners 0 0 14031 GENERAL ELECTRIC CO COM NEW 369604301 525 8247 SH SOLE WMS Partners 0 0 8247 GENWORTH FINL INC COM CL A 37247D106 46 13000 SH SOLE WMS Partners 0 0 13000 GLOBAL X FDS GLOBAL X SILVER 37954Y848 256 9900 SH SOLE WMS Partners 0 0 9900 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 278 15000 SH SOLE WMS Partners 0 0 15000 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 3529 118610 SH SOLE WMS Partners 0 0 118610 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 2910 104785 SH SOLE WMS Partners 0 0 104785 GOLDMAN SACHS ETF TR ACTIVEBETA US 381430602 378 7200 SH SOLE WMS Partners 0 0 7200 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 2167 28921 SH SOLE WMS Partners 0 0 28921 GOLDMAN SACHS GROUP INC COM 38141G104 386 1300 SH SOLE WMS Partners 0 0 1300 GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 177 11007 SH SOLE WMS Partners 0 0 11007 HERCULES CAPITAL INC COM 427096508 202 15000 SH SOLE WMS Partners 0 0 15000 HERSHEY CO COM 427866108 395 1838 SH SOLE WMS Partners 0 0 1838 HOME DEPOT INC COM 437076102 1766 6439 SH SOLE WMS Partners 0 0 6439 HONEYWELL INTL INC COM 438516106 614 3532 SH SOLE WMS Partners 0 0 3532 HUNTINGTON BANCSHARES INC COM 446150104 197 16349 SH SOLE WMS Partners 0 0 16349 IAMGOLD CORP COM 450913108 182 113100 SH SOLE WMS Partners 0 0 113100 IDEXX LABS INC COM 45168D104 401 1143 SH SOLE WMS Partners 0 0 1143 ILLINOIS TOOL WKS INC COM 452308109 440 2417 SH SOLE WMS Partners 0 0 2417 INTEL CORP COM 458140100 3493 93369 SH SOLE WMS Partners 0 0 93369 INTERCONTINENTAL EXCHANGE IN COM 45866F104 254 2700 SH SOLE WMS Partners 0 0 2700 INTERNATIONAL BUSINESS MACHS COM 459200101 532 3769 SH SOLE WMS Partners 0 0 3769 INTUITIVE SURGICAL INC COM NEW 46120E602 222 1108 SH SOLE WMS Partners 0 0 1108 INUVO INC COM NEW 46122W204 15 30000 SH SOLE WMS Partners 0 0 30000 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 123 10000 SH SOLE WMS Partners 0 0 10000 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 546 8025 SH SOLE WMS Partners 0 0 8025 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 10336 77001 SH SOLE WMS Partners 0 0 77001 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 731 16000 SH SOLE WMS Partners 0 0 16000 INVESCO QQQ TR UNIT SER 1 46090E103 2240 7993 SH SOLE WMS Partners 0 0 7993 ISHARES GOLD TR ISHARES NEW 464285204 2477 72196 SH SOLE WMS Partners 0 0 72196 ISHARES INC MSCI GBL MIN VOL 464286525 866 9162 SH SOLE WMS Partners 0 0 9162 ISHARES SILVER TR ISHARES 46428Q109 1281 68735 SH SOLE WMS Partners 0 0 68735 ISHARES TR 1 3 YR TREAS BD 464287457 253 3056 SH SOLE WMS Partners 0 0 3056 ISHARES TR CORE S&P MCP ETF 464287507 229 1010 SH SOLE WMS Partners 0 0 1010 ISHARES TR CORE S&P SCP ETF 464287804 11592 125439 SH SOLE WMS Partners 0 0 125439 ISHARES TR CORE S&P500 ETF 464287200 5838 15397 SH SOLE WMS Partners 0 0 15397 ISHARES TR EXPANDED TECH 464287515 957 3549 SH SOLE WMS Partners 0 0 3549 ISHARES TR ISHARES BIOTECH 464287556 219 1864 SH SOLE WMS Partners 0 0 1864 ISHARES TR ISHS 1-5YR INVS 464288646 1234 24406 SH SOLE WMS Partners 0 0 24406 ISHARES TR MSCI EAFE ETF 464287465 400 6403 SH SOLE WMS Partners 0 0 6403 ISHARES TR MSCI EMG MKT ETF 464287234 271 6767 SH SOLE WMS Partners 0 0 6767 ISHARES TR MSCI EURO FL ETF 464289180 714 45000 SH SOLE WMS Partners 0 0 45000 ISHARES TR RUS 1000 ETF 464287622 3050 14680 SH SOLE WMS Partners 0 0 14680 ISHARES TR RUS 1000 GRW ETF 464287614 846 3867 SH SOLE WMS Partners 0 0 3867 ISHARES TR RUS 1000 VAL ETF 464287598 686 4730 SH SOLE WMS Partners 0 0 4730 ISHARES TR S&P 500 GRWT ETF 464287309 1752 29027 SH SOLE WMS Partners 0 0 29027 ISHARES TR S&P 500 VAL ETF 464287408 1269 9231 SH SOLE WMS Partners 0 0 9231 ISHARES TR S&P MC 400GR ETF 464287606 460 7220 SH SOLE WMS Partners 0 0 7220 ISHARES TR TIPS BD ETF 464287176 529 4641 SH SOLE WMS Partners 0 0 4641 ISHARES TR U.S. TECH ETF 464287721 292 3650 SH SOLE WMS Partners 0 0 3650 JOHNSON & JOHNSON COM 478160104 13334 75114 SH SOLE WMS Partners 0 0 75114 JPMORGAN CHASE & CO COM 46625H100 2256 20036 SH SOLE WMS Partners 0 0 20036 KIMBERLY-CLARK CORP COM 494368103 812 6005 SH SOLE WMS Partners 0 0 6005 KINSALE CAP GROUP INC COM 49714P108 214 932 SH SOLE WMS Partners 0 0 932 KRANESHARES TR QUADRTC INT RT 500767736 271 10708 SH SOLE WMS Partners 0 0 10708 L3HARRIS TECHNOLOGIES INC COM 502431109 239 987 SH SOLE WMS Partners 0 0 987 LAS VEGAS SANDS CORP COM 517834107 235 7000 SH SOLE WMS Partners 0 0 7000 LILLY ELI & CO COM 532457108 1101 3396 SH SOLE WMS Partners 0 0 3396 LISTED FD TR HORIZON KINETICS 53656F623 711 24920 SH SOLE WMS Partners 0 0 24920 LOCKHEED MARTIN CORP COM 539830109 440 1024 SH SOLE WMS Partners 0 0 1024 LOWES COS INC COM 548661107 352 2017 SH SOLE WMS Partners 0 0 2017 MANULIFE FINL CORP COM 56501R106 416 24018 SH SOLE WMS Partners 0 0 24018 MARATHON PETE CORP COM 56585A102 296 3605 SH SOLE WMS Partners 0 0 3605 MARKETAXESS HLDGS INC COM 57060D108 314 1225 SH SOLE WMS Partners 0 0 1225 MASTERCARD INCORPORATED CL A 57636Q104 2868 9091 SH SOLE WMS Partners 0 0 9091 MCCORMICK & CO INC COM NON VTG 579780206 5264 63226 SH SOLE WMS Partners 0 0 63226 MCCORMICK & CO INC COM VTG 579780107 4715 56786 SH SOLE WMS Partners 0 0 56786 MCDONALDS CORP COM 580135101 5627 22792 SH SOLE WMS Partners 0 0 22792 MEDTRONIC PLC SHS G5960L103 233 2599 SH SOLE WMS Partners 0 0 2599 MERCK & CO INC COM 58933Y105 1614 17698 SH SOLE WMS Partners 0 0 17698 META PLATFORMS INC CL A 30303M102 595 3693 SH SOLE WMS Partners 0 0 3693 MICROSOFT CORP COM 594918104 28660 111591 SH SOLE WMS Partners 0 0 111591 MIMEDX GROUP INC COM 602496101 210 60591 SH SOLE WMS Partners 0 0 60591 MONDELEZ INTL INC CL A 609207105 970 15619 SH SOLE WMS Partners 0 0 15619 NEXTERA ENERGY INC COM 65339F101 634 8179 SH SOLE WMS Partners 0 0 8179 NIKE INC CL B 654106103 368 3604 SH SOLE WMS Partners 0 0 3604 NORFOLK SOUTHN CORP COM 655844108 426 1875 SH SOLE WMS Partners 0 0 1875 NOVO-NORDISK A S ADR 670100205 868 7789 SH SOLE WMS Partners 0 0 7789 NUVEEN MUN HIGH INCOME OPPOR COM 670682103 410 35062 SH SOLE WMS Partners 0 0 35062 NVIDIA CORPORATION COM 67066G104 1548 10209 SH SOLE WMS Partners 0 0 10209 NYMOX PHARMACEUTICAL CORP COM P73398102 18 42000 SH SOLE WMS Partners 0 0 42000 ODYSSEY MARINE EXPL INC COM NEW 676118201 37 10958 SH SOLE WMS Partners 0 0 10958 ORACLE CORP COM 68389X105 1344 19237 SH SOLE WMS Partners 0 0 19237 OREILLY AUTOMOTIVE INC COM 67103H107 1074 1700 SH SOLE WMS Partners 0 0 1700 PALANTIR TECHNOLOGIES INC CL A 69608A108 406 44754 SH SOLE WMS Partners 0 0 44754 PAYPAL HLDGS INC COM 70450Y103 1057 15130 SH SOLE WMS Partners 0 0 15130 PEPSICO INC COM 713448108 4992 29955 SH SOLE WMS Partners 0 0 29955 PFIZER INC COM 717081103 3330 63507 SH SOLE WMS Partners 0 0 63507 PHILIP MORRIS INTL INC COM 718172109 1991 20161 SH SOLE WMS Partners 0 0 20161 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 793 8000 SH SOLE WMS Partners 0 0 8000 PIMCO HIGH INCOME FD COM SHS 722014107 65 12552 SH SOLE WMS Partners 0 0 12552 PNC FINL SVCS GROUP INC COM 693475105 500 3170 SH SOLE WMS Partners 0 0 3170 PRICE T ROWE GROUP INC COM 74144T108 17141 150874 SH SOLE WMS Partners 0 0 150874 PROCTER AND GAMBLE CO COM 742718109 7321 50916 SH SOLE WMS Partners 0 0 50916 PROGRESSIVE CORP COM 743315103 212 1820 SH SOLE WMS Partners 0 0 1820 PROLOGIS INC. COM 74340W103 232 1968 SH SOLE WMS Partners 0 0 1968 PRUDENTIAL FINL INC COM 744320102 343 3586 SH SOLE WMS Partners 0 0 3586 QUALCOMM INC COM 747525103 732 5728 SH SOLE WMS Partners 0 0 5728 QUANTA SVCS INC COM 74762E102 4084 32583 SH SOLE WMS Partners 0 0 32583 RAYTHEON TECHNOLOGIES CORP COM 75513E101 755 7858 SH SOLE WMS Partners 0 0 7858 REPUBLIC SVCS INC COM 760759100 579 4422 SH SOLE WMS Partners 0 0 4422 RESTAURANT BRANDS INTL INC COM 76131D103 306 6104 SH SOLE WMS Partners 0 0 6104 RIO TINTO PLC SPONSORED ADR 767204100 214 3500 SH SOLE WMS Partners 0 0 3500 ROOT INC COM CL A 77664L108 206 172911 SH SOLE WMS Partners 0 0 172911 ROPER TECHNOLOGIES INC COM 776696106 231 585 SH SOLE WMS Partners 0 0 585 S&P GLOBAL INC COM 78409V104 462 1372 SH SOLE WMS Partners 0 0 1372 SALESFORCE INC COM 79466L302 305 1851 SH SOLE WMS Partners 0 0 1851 SANDY SPRING BANCORP INC COM 800363103 1901 48661 SH SOLE WMS Partners 0 0 48661 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 369 5157 SH SOLE WMS Partners 0 0 5157 SHOPIFY INC CL A 82509L107 207 6620 SH SOLE WMS Partners 0 0 6620 SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY INTERST 82889N855 658 11650 SH SOLE WMS Partners 0 0 11650 SKILLZ INC COM 83067L109 240 193493 SH SOLE WMS Partners 0 0 193493 SMILEDIRECTCLUB INC CL A COM 83192H106 15 14000 SH SOLE WMS Partners 0 0 14000 SOLIGENIX INC COM 834223307 15 25000 SH SOLE WMS Partners 0 0 25000 SOUTHERN CO COM 842587107 284 3989 SH SOLE WMS Partners 0 0 3989 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 528 1715 SH SOLE WMS Partners 0 0 1715 SPDR GOLD TR GOLD SHS 78463V107 1828 10850 SH SOLE WMS Partners 0 0 10850 SPDR S&P 500 ETF TR TR UNIT 78462F103 4463 11831 SH SOLE WMS Partners 0 0 11831 SPDR SER TR S&P BIOTECH 78464A870 447 6014 SH SOLE WMS Partners 0 0 6014 STARBUCKS CORP COM 855244109 517 6763 SH SOLE WMS Partners 0 0 6763 STATE STR CORP COM 857477103 222 3600 SH SOLE WMS Partners 0 0 3600 STONERIDGE INC COM 86183P102 268 15600 SH SOLE WMS Partners 0 0 15600 STRYKER CORPORATION COM 863667101 1552 7803 SH SOLE WMS Partners 0 0 7803 TARGET CORP COM 87612E106 703 4975 SH SOLE WMS Partners 0 0 4975 TELA BIO INC COM 872381108 197 28150 SH SOLE WMS Partners 0 0 28150 TESLA INC COM 88160R101 971 1441 SH SOLE WMS Partners 0 0 1441 TEXAS INSTRS INC COM 882508104 580 3778 SH SOLE WMS Partners 0 0 3778 TEXAS PACIFIC LAND CORPORATI COM 88262P102 744 500 SH SOLE WMS Partners 0 0 500 THERMO FISHER SCIENTIFIC INC COM 883556102 1025 1886 SH SOLE WMS Partners 0 0 1886 TJX COS INC NEW COM 872540109 301 5388 SH SOLE WMS Partners 0 0 5388 TRAVELERS COMPANIES INC COM 89417E109 464 2746 SH SOLE WMS Partners 0 0 2746 UBER TECHNOLOGIES INC COM 90353T100 1809 88426 SH SOLE WMS Partners 0 0 88426 UNDER ARMOUR INC CL A 904311107 101 12136 SH SOLE WMS Partners 0 0 12136 UNDER ARMOUR INC CL C 904311206 79 10476 SH SOLE WMS Partners 0 0 10476 UNION PAC CORP COM 907818108 1510 7079 SH SOLE WMS Partners 0 0 7079 UNITED PARCEL SERVICE INC CL B 911312106 300 1646 SH SOLE WMS Partners 0 0 1646 UNITEDHEALTH GROUP INC COM 91324P102 822 1601 SH SOLE WMS Partners 0 0 1601 VAALCO ENERGY INC COM NEW 91851C201 83 12000 SH SOLE WMS Partners 0 0 12000 VANECK ETF TRUST GOLD MINERS ETF 92189F106 560 20453 SH SOLE WMS Partners 0 0 20453 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 599 7964 SH SOLE WMS Partners 0 0 7964 VANGUARD INDEX FDS GROWTH ETF 922908736 776 3482 SH SOLE WMS Partners 0 0 3482 VANGUARD INDEX FDS MID CAP ETF 922908629 6184 31394 SH SOLE WMS Partners 0 0 31394 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 852 9352 SH SOLE WMS Partners 0 0 9352 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 368 1061 SH SOLE WMS Partners 0 0 1061 VANGUARD INDEX FDS SM CP VAL ETF 922908611 473 3155 SH SOLE WMS Partners 0 0 3155 VANGUARD INDEX FDS SMALL CP ETF 922908751 976 5541 SH SOLE WMS Partners 0 0 5541 VANGUARD INDEX FDS TOTAL STK MKT 922908769 125342 664523 SH SOLE WMS Partners 0 0 664523 VANGUARD INDEX FDS VALUE ETF 922908744 1080 8190 SH SOLE WMS Partners 0 0 8190 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1138 27317 SH SOLE WMS Partners 0 0 27317 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 552 6470 SH SOLE WMS Partners 0 0 6470 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2346 39865 SH SOLE WMS Partners 0 0 39865 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 39934 523652 SH SOLE WMS Partners 0 0 523652 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 18395 128216 SH SOLE WMS Partners 0 0 128216 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 218 5337 SH SOLE WMS Partners 0 0 5337 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1257 12364 SH SOLE WMS Partners 0 0 12364 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 7888 114962 SH SOLE WMS Partners 0 0 114962 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 812 3446 SH SOLE WMS Partners 0 0 3446 VANGUARD WORLD FDS INF TECH ETF 92204A702 1354 4146 SH SOLE WMS Partners 0 0 4146 VBI VACCINES INC CDA COM NEW 91822J103 8 10000 SH SOLE WMS Partners 0 0 10000 VERISK ANALYTICS INC COM 92345Y106 468 2701 SH SOLE WMS Partners 0 0 2701 VERIZON COMMUNICATIONS INC COM 92343V104 642 12658 SH SOLE WMS Partners 0 0 12658 VISA INC COM CL A 92826C839 11993 60914 SH SOLE WMS Partners 0 0 60914 WALMART INC COM 931142103 1098 9029 SH SOLE WMS Partners 0 0 9029 WASTE CONNECTIONS INC COM 94106B101 245 1974 SH SOLE WMS Partners 0 0 1974 WAVEDANCER INC COM 456696103 13 10000 SH SOLE WMS Partners 0 0 10000 WELLS FARGO CO NEW COM 949746101 237 6062 SH SOLE WMS Partners 0 0 6062 WISDOMTREE TR EM EX ST-OWNED 97717X578 4347 151566 SH SOLE WMS Partners 0 0 151566 YUM BRANDS INC COM 988498101 221 1950 SH SOLE WMS Partners 0 0 1950