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First Western Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
26
Cherry Creek Investment Advisors
Colorado
$1.39M
SEI Investments
27
SEI Investments
Pennsylvania
$1.3M +$1.16M +48,461 New
Marshall Wace
28
Marshall Wace
United Kingdom
$1.28M -$895K -37,524 -44%
SCA
29
Sippican Capital Advisors
Massachusetts
$1.28M
BFO
30
Biltmore Family Office
North Carolina
$1.21M
LCS
31
Levin Capital Strategies
New York
$1.16M +$1.04M +43,432 New
RRA
32
Round Rock Advisors
Connecticut
$1.1M +$545K +22,871 +126%
Renaissance Technologies
33
Renaissance Technologies
New York
$1.09M -$513K -21,500 -35%
PAP
34
Persistent Asset Partners
Hong Kong
$1.01M -$22.6K -948 -2%
SIM
35
SummerHaven Investment Management
Connecticut
$953K
Morgan Stanley
36
Morgan Stanley
New York
$947K -$24.1K -1,010 -3%
EF
37
Empowered Funds
Pennsylvania
$894K +$70.5K +2,959 +10%
Two Sigma Investments
38
Two Sigma Investments
New York
$825K -$196K -8,211 -21%
First Trust Advisors
39
First Trust Advisors
Illinois
$754K -$22.6K -947 -3%
Goldman Sachs
40
Goldman Sachs
New York
$748K +$41.2K +1,727 +7%
Raymond James Financial
41
Raymond James Financial
Florida
$670K
Nuveen
42
Nuveen
North Carolina
$646K
Charles Schwab
43
Charles Schwab
California
$606K -$33.4K -1,400 -6%
TI
44
Trexquant Investment
Connecticut
$586K +$140K +5,872 +37%
Barclays
45
Barclays
United Kingdom
$584K +$29.7K +1,244 +6%
SO
46
STRS Ohio
Ohio
$579K -$23.8K -1,000 -4%
PCM
47
Permanent Capital Management
Illinois
$563K +$501K +21,000 New
Bank of New York Mellon
48
Bank of New York Mellon
New York
$546K +$33.5K +1,404 +7%
Ameriprise
49
Ameriprise
Minnesota
$509K
EM
50
ELCO Management
New York
$395K