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First Western Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RHCA
26
Rosenthal Henry Capital Advisors
Indiana
$1.35M
CCIA
27
Cherry Creek Investment Advisors
Colorado
$1.28M
Vanguard Fiduciary Trust
28
Vanguard Fiduciary Trust
Pennsylvania
$1.26M +$1.3M +51,130 New
Vanguard Portfolio Management
29
Vanguard Portfolio Management
Pennsylvania
$1.19M +$1.23M +48,518 New
RRA
30
Round Rock Advisors
Connecticut
$1.17M +$161K +6,350 +15%
SCA
31
Sippican Capital Advisors
Massachusetts
$1.14M -$34.2K -1,350 -3%
BFO
32
Biltmore Family Office
North Carolina
$1.11M
EF
33
Empowered Funds
Pennsylvania
$896K +$79.5K +3,133 +9%
PAP
34
Persistent Asset Partners
Hong Kong
$849K -$79.6K -3,139 -8%
Goldman Sachs
35
Goldman Sachs
New York
$830K +$149K +5,885 +21%
SIM
36
SummerHaven Investment Management
Connecticut
$771K -$106K -4,167 -12%
UBS Group
37
UBS Group
Switzerland
$709K +$595K +23,443 +433%
First Trust Advisors
38
First Trust Advisors
Illinois
$686K -$5.63K -222 -0.8%
Morgan Stanley
39
Morgan Stanley
New York
$674K -$201K -7,907 -22%
Raymond James Financial
40
Raymond James Financial
Florida
$615K
Nuveen
41
Nuveen
North Carolina
$597K +$4.34K +171 +0.7%
SO
42
STRS Ohio
Ohio
$531K
Charles Schwab
43
Charles Schwab
California
$509K -$48.6K -1,918 -8%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$471K -$30.5K -1,202 -6%
Ameriprise
45
Ameriprise
Minnesota
$467K
Renaissance Technologies
46
Renaissance Technologies
New York
$445K -$576K -22,700 -56%
EM
47
ELCO Management
New York
$362K
American Century Companies
48
American Century Companies
Missouri
$346K
AQR Capital Management
49
AQR Capital Management
Connecticut
$346K +$21.4K +844 +6%
Lido Advisors
50
Lido Advisors
California
$321K -$21.5K -846 -6%