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First Western Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RHCA
26
Rosenthal Henry Capital Advisors
Indiana
$1.27M -$3.72K -163 -0.3%
CCIA
27
Cherry Creek Investment Advisors
Colorado
$1.2M
SCA
28
Sippican Capital Advisors
Massachusetts
$1.1M +$62.2K +2,725 +6%
BFO
29
Biltmore Family Office
North Carolina
$1.04M
Victory Capital Management
30
Victory Capital Management
Texas
$905K +$897K +39,320 New
Two Sigma Investments
31
Two Sigma Investments
New York
$897K +$889K +38,966 New
PAP
32
Persistent Asset Partners
Hong Kong
$889K +$347K +15,201 +65%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$883K +$49K +2,146 New
Morgan Stanley
34
Morgan Stanley
New York
$836K +$190K +8,346 +30%
SIM
35
SummerHaven Investment Management
Connecticut
$819K +$811K +35,552 New
EF
36
Empowered Funds
Pennsylvania
$699K +$75.9K +3,325 +12%
First Trust Advisors
37
First Trust Advisors
Illinois
$670K +$664K +29,081 New
Goldman Sachs
38
Goldman Sachs
New York
$602K +$68.6K +3,006 +13%
Raymond James Financial
39
Raymond James Financial
Florida
$576K
Nuveen
40
Nuveen
North Carolina
$555K -$186K -8,150 -25%
Charles Schwab
41
Charles Schwab
California
$553K
SO
42
STRS Ohio
Ohio
$520K
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$476K -$293K -12,819 -38%
Barclays
44
Barclays
United Kingdom
$473K -$55.1K -2,413 -11%
Ameriprise
45
Ameriprise
Minnesota
$437K +$434K +19,000 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$436K +$27.5K +1,203 +7%
RRA
47
Round Rock Advisors
Connecticut
$413K +$416K +18,210 New
TI
48
Trexquant Investment
Connecticut
$368K +$157K +6,894 +76%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$344K -$19.8K -868 -5%
EM
50
ELCO Management
New York
$340K -$82.7K -3,626 -20%