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First Western Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RHCA
26
Rosenthal Henry Capital Advisors
Indiana
$1.77M
Vanguard Fiduciary Trust
27
Vanguard Fiduciary Trust
Pennsylvania
$1.69M +$38.6K +1,356 +3%
CCIA
28
Cherry Creek Investment Advisors
Colorado
$1.67M
SEI Investments
29
SEI Investments
Pennsylvania
$1.59M -$1.4M -49,280 -50%
RRA
30
Round Rock Advisors
Connecticut
$1.52M
SCA
31
Sippican Capital Advisors
Massachusetts
$1.49M
BFO
32
Biltmore Family Office
North Carolina
$1.46M
Goldman Sachs
33
Goldman Sachs
New York
$1.2M +$106K +3,736 +11%
TI
34
Trexquant Investment
Connecticut
$1.1M +$650K +22,856 +201%
EF
35
Empowered Funds
Pennsylvania
$1.08M -$82.8K -2,910 -8%
BFM
36
Boothbay Fund Management
New York
$1.06M -$2.28M -80,058 -71%
UBS Group
37
UBS Group
Switzerland
$1.02M +$80.5K +2,828 +10%
SIM
38
SummerHaven Investment Management
Connecticut
$1.01M
First Trust Advisors
39
First Trust Advisors
Illinois
$931K +$30.5K +1,073 +4%
AQR Capital Management
40
AQR Capital Management
Connecticut
$915K +$411K +14,433 +103%
CWA
41
CM Wealth Advisors
Ohio
$835K +$740K +26,002 New
Morgan Stanley
42
Morgan Stanley
New York
$818K -$54.6K -1,919 -7%
Raymond James Financial
43
Raymond James Financial
Florida
$803K
Nuveen
44
Nuveen
North Carolina
$779K
Charles Schwab
45
Charles Schwab
California
$769K +$92.3K +3,243 +16%
Lido Advisors
46
Lido Advisors
California
$741K +$285K +10,001 +76%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$736K +$107K +3,748 +20%
Two Sigma Investments
48
Two Sigma Investments
New York
$730K +$310K +10,907 +92%
SO
49
STRS Ohio
Ohio
$694K
American Century Companies
50
American Century Companies
Missouri
$608K +$138K +4,843 +34%