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First Western Financial Inc (MYFW)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
BlackRock Inc. 492,60456,7469,162,434,0000.005.18 Hist 06/30/2023
North Reef Capital Management LP 453,186405,4728,429,260,0000.654.77 Hist 06/30/2023
FJ Capital Management LLC 369,26306,868,292,0000.883.88 Hist 06/30/2023
VANGUARD GROUP INC 349,5813,5936,502,206,0000.003.68 Hist 06/30/2023
ALLIANCEBERNSTEIN L.P. 324,17017,7606,029,562,0000.003.41 Hist 06/30/2023
KENNEDY CAPITAL MANAGEMENT, INC. 300,65037,2445,592,090,0000.133.16 Hist 06/30/2023
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 263,54121,2124,901,863,0000.302.77 Hist 06/30/2023
DIAMOND HILL CAPITAL MANAGEMENT INC 182,91263,8663,402,163,0000.021.92 Hist 06/30/2023
GEODE CAPITAL MANAGEMENT, LLC 143,4544,6142,668,244,0000.001.51 Hist 06/30/2023
DIMENSIONAL FUND ADVISORS LP 121,451-12,6492,258,988,0000.001.28 Hist 06/30/2023
STATE STREET CORP 115,0577,2832,140,060,0000.001.21 Hist 06/30/2023
FRANKLIN RESOURCES INC 110,70602,059,132,0000.001.16 Hist 06/30/2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC 108,716-2,8052,022,118,0000.051.14 Hist 06/30/2023
STIFEL FINANCIAL CORP 77,00001,432,200,0000.000.81 Hist 06/30/2023
NORTHERN TRUST CORP 62,947-2891,170,815,0000.000.66 Hist 06/30/2023
Cherry Creek Investment Advisors, Inc. 58,4403,5001,086,984,0000.730.61 Hist 06/30/2023
Biltmore Family Office, LLC 45,3160842,878,0000.180.48 Hist 06/30/2023
RAYMOND JAMES & ASSOCIATES 25,000-857703,750,0000.000.26 Hist 12/31/2022
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 35,180-7,255696,564,0000.050.37 Hist 03/31/2023
Family Management Corp 33,9120630,763,0000.140.36 Hist 06/30/2023
Bank of New York Mellon Corp 27,27771507,352,0000.000.29 Hist 06/30/2023
Gator Capital Management, LLC 26,0000483,600,0000.340.27 Hist 06/30/2023
Nuveen Asset Management, LLC 21,1220392,869,000   Hist 06/30/2023
Sargent Bickham Lagudis LLC 13,9240391,961,0000.030.15 Hist 12/31/2022
Empowered Funds, LLC 20,46520,465380,649,0000.010.22 Hist 06/30/2023
EA Series Trust 20,46520,465380,649,0000.010.22 Hist 06/30/2023
Mesirow Financial Investment Management, Inc. 12,8590361,981,0001.520.14 Hist 12/31/2022
Riverwater Partners LLC 9,3320262,696,0000.220.10 Hist 12/31/2022
Lido Advisors, LLC 13,9240258,987,0000.000.15 Hist 06/30/2023
RHUMBLINE ADVISERS 11,994-374223,088,0000.000.13 Hist 06/30/2023
MORGAN STANLEY 9,6224,530178,968,0000.000.10 Hist 06/30/2023
BANK OF AMERICA CORP /DE/ 8,4151,840156,519,0000.000.09 Hist 06/30/2023
JPMORGAN CHASE & CO 7,418-26,006137,975,0000.000.08 Hist 06/30/2023
DEUTSCHE BANK AG\ 7,2602,401135,036,0000.000.08 Hist 06/30/2023
ROYAL BANK OF CANADA 6,978579130,000,0000.000.07 Hist 06/30/2023
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