CM WEALTH ADVISORS LLC

Position in SAMG — Silvercrest Asset Management Group Inc.

CIK 1764581 BEACHWOOD, OH

Position in SAMG

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

Position Value

$458,033

New position

Shares Held

45,305

first reported quarter

Ownership

0.382%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#20

of 98 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 $1,579,168 across 3 Asset Management names. SAMG ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	24,715	$745,651
2	SAMG	Silvercrest Asset Management Group Inc. This page	45,305	$458,033
3	BX	Blackstone Inc.	3,191	$375,484

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$458,033	45,305	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.