CM WEALTH ADVISORS LLC

Position in MYFW — First Western Financial Inc

CIK 1764581 BEACHWOOD, OH

Position in MYFW

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

Position Value

$834,924

+$834,715 QoQ

Shares Held

26,002

+109.7% QoQ

Ownership

0.266%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#40

of 103 holders

Holding Since

Mar 2023

2 quarters 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. MYFW ranks #1 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MYFW	First Western Financial Inc This page	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	11,516	$334,079

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$834,924	26,002	+109.7%	Shares	Sole	2026-08-10
2023-03-31	$209	12,402	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.