CM WEALTH ADVISORS LLC

Position in MVBF — Mvb Financial Corp

CIK 1764581 BEACHWOOD, OH

Position in MVBF

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

Position Value

$334,079

New position

Shares Held

11,516

first reported quarter

Ownership

0.089%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#56

of 108 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $2,227,267 across 4 Banks - Regional names. MVBF ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MYFW	First Western Financial Inc	26,002	$834,924
2	KEY	Keycorp /New/	31,324	$722,018
3	USB	US Bancorp \De\	5,567	$336,246
4	MVBF	Mvb Financial Corp This page	11,516	$334,079

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,079	11,516	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.