CM WEALTH ADVISORS LLC

Position in ASUR — Asure Software Inc

CIK 1764581 BEACHWOOD, OH

Position in ASUR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$232,840

New position

Shares Held

29,325

first reported quarter

Ownership

0.102%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#46

of 109 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $3,031,758 across 6 Software - Application names. ASUR ranks #5 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NCNO	nCino, Inc.	109,424	$1,789,082
2	NOW	ServiceNow, Inc.	3,308	$328,418
3	INTU	Intuit Inc.	1,141	$297,801
4	SHOP	Shopify Inc.	2,474	$282,481
5	ASUR	Asure Software Inc This page	29,325	$232,840
6	CCC	CCC Intelligent Solutions Holdings Inc.	19,600	$101,136

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,840	29,325	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.