0001513189-23-000013.txt : 20230210
0001513189-23-000013.hdr.sgml : 20230210
20230210160433
ACCESSION NUMBER: 0001513189-23-000013
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230210
DATE AS OF CHANGE: 20230210
EFFECTIVENESS DATE: 20230210
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: First Western Trust Bank
CENTRAL INDEX KEY: 0001513189
IRS NUMBER: 270083757
STATE OF INCORPORATION: CO
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22491
FILM NUMBER: 23611737
BUSINESS ADDRESS:
STREET 1: 1900 16TH STREET, SUITE 1200
CITY: DENVER
STATE: CO
ZIP: 80202
BUSINESS PHONE: 303-531-8100
MAIL ADDRESS:
STREET 1: 1900 16TH STREET, SUITE 1200
CITY: DENVER
STATE: CO
ZIP: 80202
13F-HR
1
primary_doc.xml
X0202
13F-HR
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0001513189
XXXXXXXX
12-31-2022
12-31-2022
First Western Trust Bank
1900 16th Street, Suite 1200
Denver
CO
80202
13F HOLDINGS REPORT
028-22491
N
John E. Sawyer
Chief Investment Officer
303-634-8236
/s/ John E. Sawyer
Denver
CO
02-10-2023
0
264
1742536673
false
INFORMATION TABLE
2
information_table.xml
INFORMATION TABLE
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Common Stock
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725756
6052
SH
SOLE
5752
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300
ABBOTT LABORATORIES COM
Common Stock
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70490
SH
SOLE
54191
0
16299
ABBOTT LABORATORIES COM
Common Stock
002824100
158756
1446
SH
OTR
924
522
0
ABBVIE INC COM
Common Stock
00287Y109
1136765
7034
SH
SOLE
5319
0
1715
ACCENTURE PLC CLASS A ORDINARY
Common Stock
G1151C101
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31433
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SOLE
23552
0
7881
ACCENTURE PLC CLASS A ORDINARY
Common Stock
G1151C101
167576
628
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OTR
397
231
0
ADOBE INC.
Common Stock
00724F101
3709907
11024
SH
SOLE
7720
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3304
ADOBE INC.
Common Stock
00724F101
98603
293
SH
OTR
213
80
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AFLAC INC COM
Common Stock
001055102
280854
3904
SH
SOLE
3386
0
518
AIR PRODS & CHEMS INC COM
Common Stock
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11279
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3059
AIR PRODS & CHEMS INC COM
Common Stock
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57336
186
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63
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Common Stock
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Common Stock
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Common Stock
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2952
ALPHABET INC CAP STK CL C
Common Stock
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180
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ALTRIA GROUP INC COM
Common Stock
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252
AMAZON.COM INC COM
Common Stock
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AMAZON.COM INC COM
Common Stock
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Common Stock
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AMERICAN TOWER CORP NEW
Common Stock
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AMGEN INC COM
Common Stock
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ANALOG DEVICES INC COM
Common Stock
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APPLE INC COM
Common Stock
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Common Stock
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Common Stock
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Common Stock
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AUTOZONE INC COM
Common Stock
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112
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BANK OF AMERICA CORP COM
Common Stock
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BANK OF AMERICA CORP COM
Common Stock
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BLACKROCK INC COM
Common Stock
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BOEING CO COM
Common Stock
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Common Stock
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Common Stock
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OTR
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CARRIER GLOBAL CORPORATION COM
Common Stock
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204
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Common Stock
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SOLE
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Common Stock
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SOLE
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Common Stock
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OTR
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Common Stock
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SOLE
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CISCO SYS INC COM
Common Stock
17275R102
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Common Stock
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Common Stock
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COLGATE PALMOLIVE CO COM
Common Stock
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COMCAST CORP CL A
Common Stock
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Common Stock
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Common Stock
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Common Stock
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CVS HEALTH CORPORATION
Common Stock
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DANAHER CORP COM
Common Stock
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Common Stock
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DEERE & CO COM
Common Stock
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SOLE
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159
DEXCOM INC COM
Common Stock
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DEXCOM INC COM
Common Stock
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OTR
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Common Stock
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DISNEY WALT CO COM
Common Stock
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DOLLAR GEN CORP NEW COM
Common Stock
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DOLLAR GEN CORP NEW COM
Common Stock
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226
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DUKE ENERGY CORP NEW COM
Common Stock
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ECOLAB INC COM
Common Stock
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ECOLAB INC COM
Common Stock
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ELEVANCE HEALTH INC
Common Stock
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ELEVANCE HEALTH INC
Common Stock
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OTR
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EMERSON ELEC CO COM
Common Stock
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81
EXTRA SPACE STORAGE INC
Common Stock
30225T102
205610
1397
SH
SOLE
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36
EXXON MOBIL CORP COM
Common Stock
30231G102
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14311
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SOLE
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5110
EXXON MOBIL CORP COM
Common Stock
30231G102
510910
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OTR
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FIRST REP BK SAN FRANCISCO CAL COM
Common Stock
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4232630
34725
SH
SOLE
25189
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9536
FIRST REP BK SAN FRANCISCO CAL COM
Common Stock
33616C100
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OTR
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FIRST WESTN FINL INC COM
Common Stock
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3505548
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FIRST WESTN FINL INC COM
Common Stock
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2241
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OTR
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FISERV INC COM
Common Stock
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SOLE
33597
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10314
FISERV INC COM
Common Stock
337738108
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SH
OTR
562
357
0
FORTIVE CORP COM
Common Stock
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SH
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15103
FORTIVE CORP COM
Common Stock
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GENERAL ELECTRIC CO COM NEW
Common Stock
369604301
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9787
SH
SOLE
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1186
GENERAL MILLS INC COM
Common Stock
370334104
317205
3783
SH
SOLE
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102
GILEAD SCIENCES INC COM
Common Stock
375558103
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GILEAD SCIENCES INC COM
Common Stock
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SH
OTR
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GOLDMAN SACHS GROUP INC COM
Common Stock
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166
HALOZYME THERAPEUTICS INC COM
Common Stock
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648
HELMERICH & PAYNE INC COM
Common Stock
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HOME DEPOT INC COM
Common Stock
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Common Stock
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HONEYWELL INTERNATIONAL INC COM
Common Stock
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HONEYWELL INTERNATIONAL INC COM
Common Stock
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INTEL CORP COM
Common Stock
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Common Stock
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INTERCONTINENTAL EXCHANGE, INC. COM
Common Stock
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INTERNATIONAL BUSINESS MACHS CORP
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INTUIT COM
Common Stock
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3077
INTUIT COM
Common Stock
461202103
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112
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Exchange Traded Fund
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Exchange Traded Fund
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Exchange Traded Fund
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Exchange Traded Fund
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Exchange Traded Fund
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Exchange Traded Fund
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Exchange Traded Fund
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1261585
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Exchange Traded Fund
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5610
SH
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1818
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Exchange Traded Fund
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J P MORGAN CHASE & CO COM
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JOHNSON & JOHNSON COM
Common Stock
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1380
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44163
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KEURIG DR PEPPER INC COM
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Common Stock
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KNIGHT SWIFT TRANSN HLDGS INC CL A
Common Stock
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69
L3HARRIS TECHNOLOGIES INC COM
Common Stock
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21545
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4295
L3HARRIS TECHNOLOGIES INC COM
Common Stock
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LAUDER ESTEE COS INC CL A
Common Stock
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8182
LAUDER ESTEE COS INC CL A
Common Stock
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545
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LIGHTWAVE LOGIC INC COM
Common Stock
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SH
SOLE
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111799
LILLY ELI & CO COM
Common Stock
532457108
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SOLE
1863
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267
LOCKHEED MARTIN CORP COM
Common Stock
539830109
1371415
2819
SH
SOLE
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165
LOWES COMPANIES COM
Common Stock
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SOLE
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25
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197
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10424925
39559
SH
SOLE
30978
0
8581
MCDONALDS CORP COM
Common Stock
580135101
183680
697
SH
OTR
465
232
0
MERCK & CO INC NEW COM
Common Stock
58933Y105
1104951
9959
SH
SOLE
8688
0
1271
MERCK & CO INC NEW COM
Common Stock
58933Y105
355040
3200
SH
OTR
3200
0
0
META PLATFORM, INC.
Common Stock
30303M102
380034
3158
SH
SOLE
1927
0
1231
META PLATFORM, INC.
Common Stock
30303M102
4092
34
SH
OTR
34
0
0
MICROCHIP TECHNOLOGY INC COM
Common Stock
595017104
373028
5310
SH
SOLE
5300
0
10
MICROSOFT CORP COM
Common Stock
594918104
17886254
74582
SH
SOLE
58792
0
15790
MICROSOFT CORP COM
Common Stock
594918104
288024
1201
SH
OTR
712
489
0
MONDELEZ INTL INC CL A
Common Stock
609207105
389369
5842
SH
SOLE
5429
0
413
NEXTERA ENERGY INC COM
Common Stock
65339F101
6578233
78687
SH
SOLE
56968
0
21719
NEXTERA ENERGY INC COM
Common Stock
65339F101
125985
1507
SH
OTR
886
621
0
NIKE INC CL B
Common Stock
654106103
8465292
72347
SH
SOLE
56804
0
15543
NIKE INC CL B
Common Stock
654106103
191311
1635
SH
OTR
1064
571
0
NOODLES & CO
Common Stock
65540B105
240572
43820
SH
SOLE
43820
0
0
NVIDIA CORP COM
Common Stock
67066G104
914252
6256
SH
SOLE
5039
0
1217
OLIN CORP COM PAR $
Common Stock
680665205
1034448
19540
SH
SOLE
19540
0
0
ORACLE CORP COM
Common Stock
68389X105
9265518
113354
SH
SOLE
83894
0
29460
ORACLE CORP COM
Common Stock
68389X105
174515
2135
SH
OTR
1338
797
0
OTIS WORLDWIDE CORP COM
Common Stock
68902V107
333287
4256
SH
SOLE
4166
0
90
PAYPAL HLDGS INC COM
Common Stock
70450Y103
2895805
40660
SH
SOLE
28663
0
11997
PAYPAL HLDGS INC COM
Common Stock
70450Y103
57475
807
SH
OTR
543
264
0
PEPSICO INC COM
Common Stock
713448108
3149626
17434
SH
SOLE
16928
0
506
PEPSICO INC COM
Common Stock
713448108
198726
1100
SH
OTR
1100
0
0
PFIZER INC COM
Common Stock
717081103
1558670
30419
SH
SOLE
27907
0
2512
PFIZER INC COM
Common Stock
717081103
70967
1385
SH
OTR
0
1385
0
PHILIP MORRIS INTL INC COM
Common Stock
718172109
717376
7088
SH
SOLE
6962
0
126
PHILLIPS 66 COM
Common Stock
718546104
442652
4253
SH
SOLE
3909
0
344
PPG INDS INC COM
Common Stock
693506107
283921
2258
SH
SOLE
2253
0
5
PROCTER & GAMBLE CO COM
Common Stock
742718109
2642752
17437
SH
SOLE
16644
0
793
PROCTER & GAMBLE CO COM
Common Stock
742718109
659286
4350
SH
OTR
4350
0
0
PROGRESSIVE CORP OH COM
Common Stock
743315103
1169595
9017
SH
SOLE
8680
0
337
PROSHARES TR
Exchange Traded Fund
74347X864
204026
6226
SH
SOLE
6226
0
0
QUALCOMM INC COM
Common Stock
747525103
449874
4092
SH
SOLE
3770
0
322
RAYTHEON TECHNOLOGIES CORP COM
Common Stock
75513E101
963584
9548
SH
SOLE
9052
0
496
REGENERON PHARMACEUTICALS COM
Common Stock
75886F107
344151
477
SH
SOLE
476
0
1
ROPER TECHNOLOGIES, INC.
Common Stock
776696106
6275501
14524
SH
SOLE
10843
0
3681
ROPER TECHNOLOGIES, INC.
Common Stock
776696106
136540
316
SH
OTR
180
136
0
S&P GLOBAL INC COM
Common Stock
78409V104
4646623
13873
SH
SOLE
10630
0
3243
S&P GLOBAL INC COM
Common Stock
78409V104
157422
470
SH
OTR
318
152
0
S&W SEED CO COM
Common Stock
785135104
246319
165315
SH
SOLE
165315
0
0
SCHLUMBERGER LTD COM
Common Stock
806857108
12874538
240826
SH
SOLE
176000
0
64826
SCHLUMBERGER LTD COM
Common Stock
806857108
224906
4207
SH
OTR
2452
1755
0
SCHWAB CHARLES CORP NEW COM
Common Stock
808513105
7790984
93574
SH
SOLE
68089
0
25485
SCHWAB CHARLES CORP NEW COM
Common Stock
808513105
571247
6861
SH
OTR
6164
697
0
SELECT SECTOR SPDR TR FINANCIAL
Exchange Traded Fund
81369Y605
230816
6749
SH
SOLE
6749
0
0
SPDR GOLD TR GOLD SHS
Exchange Traded Fund
78463V107
238175
1404
SH
SOLE
1099
0
305
SPDR S&P 500 ETF TRUST
Exchange Traded Fund
78462F103
17883957
46764
SH
SOLE
34733
0
12031
SPDR S&P 500 ETF TRUST
Exchange Traded Fund
78462F103
6203015
16220
SH
OTR
16220
0
0
SPDR S&P MIDCAP 400 ETF TR UNIT SER
Exchange Traded Fund
78467Y107
1045427
2361
SH
SOLE
2244
0
117
SSR MNG INC COM
Common Stock
784730103
3721797
237511
SH
SOLE
237511
0
0
STARBUCKS CORP COM
Common Stock
855244109
458998
4627
SH
SOLE
1926
0
2701
STRYKER CORP COM
Common Stock
863667101
990078957
4049568
SH
SOLE
26121
0
4023447
STRYKER CORP COM
Common Stock
863667101
178478
730
SH
OTR
453
277
0
TARGET CORP COM
Common Stock
87612E106
266036
1785
SH
SOLE
1521
0
264
TEXAS INSTRUMENTS INC COM
Common Stock
882508104
8956926
54212
SH
SOLE
42106
0
12106
TEXAS INSTRUMENTS INC COM
Common Stock
882508104
177281
1073
SH
OTR
689
384
0
TEXTRON INC COM
Common Stock
883203101
348761
4926
SH
SOLE
4910
0
16
THERMO FISHER CORP COM
Common Stock
883556102
9501306
17253
SH
SOLE
12777
0
4476
THERMO FISHER CORP COM
Common Stock
883556102
215320
391
SH
OTR
236
155
0
TJX COS INC NEW COM
Common Stock
872540109
8883451
111601
SH
SOLE
82365
0
29236
TJX COS INC NEW COM
Common Stock
872540109
189368
2379
SH
OTR
1467
912
0
TOWNEBANK PORTSMOUTH VA COM
Common Stock
89214P109
535938
17378
SH
SOLE
0
0
17378
TRANE TECHNOLOGIES PLC SHS
Common Stock
G8994E103
393499
2341
SH
SOLE
2117
0
224
UNION PAC CORP COM
Common Stock
907818108
806745
3896
SH
SOLE
2725
0
1171
UNION PAC CORP COM
Common Stock
907818108
17187
83
SH
OTR
63
20
0
UNITED PARCEL SERVICES CL B
Common Stock
911312106
353417
2033
SH
SOLE
1872
0
161
UNITEDHEALTH GROUP INC COM
Common Stock
91324P102
913500
1723
SH
SOLE
1203
0
520
UNITEDHEALTH GROUP INC COM
Common Stock
91324P102
12194
23
SH
OTR
0
23
0
VANECK INTERMEDIATE MUNI ETF
Fixed Income ETF
92189H201
340615
7468
SH
SOLE
5044
0
2424
VANGUARD FTSE DEVELOPED MARKETS ETF
Exchange Traded Fund
921943858
26927884
641598
SH
SOLE
454534
0
187064
VANGUARD FTSE DEVELOPED MARKETS ETF
Exchange Traded Fund
921943858
352968
8410
SH
OTR
7446
964
0
VANGUARD FTSE EMERGING MARKETS ETF
Exchange Traded Fund
922042858
336631
8636
SH
SOLE
8192
0
444
VANGUARD INDEX FDS MID-CAP GROWTH
Exchange Traded Fund
922908538
853321
4747
SH
SOLE
4747
0
0
VANGUARD INDEX FDS MID-CAP VALUE
Exchange Traded Fund
922908512
283463
2096
SH
SOLE
1394
0
702
VANGUARD INDEX FDS S&P 500 ETF SHS
Exchange Traded Fund
922908363
114313490
325364
SH
SOLE
227139
0
98226
VANGUARD INDEX FDS S&P 500 ETF SHS
Exchange Traded Fund
922908363
183048
521
SH
OTR
497
24
0
VANGUARD INDEX FDS TOTAL STK MKT
Exchange Traded Fund
922908769
299212
1565
SH
SOLE
1565
0
0
VANGUARD INDEX FDS VALUE ETF
Exchange Traded Fund
922908744
246490
1756
SH
SOLE
1756
0
0
VANGUARD INDEX FDS VANGUARD LARGE
Exchange Traded Fund
922908637
336380
1931
SH
SOLE
1531
0
400
VANGUARD INDEX FDS VANGUARD MID-CAP
Exchange Traded Fund
922908629
308365
1513
SH
SOLE
1513
0
0
VANGUARD INDEX FDS VANGUARD
Exchange Traded Fund
922908751
348726
1900
SH
SOLE
1879
0
21
VANGUARD INTL EQUITY INDEX FDS TT
Exchange Traded Fund
922042742
293046
3400
SH
SOLE
3400
0
0
VANGUARD REAL ESTATE ETF
Exchange Traded Fund
922908553
1131296
13716
SH
SOLE
13716
0
0
VANGUARD SCOTTSDALE FDS VANGUARD
Exchange Traded Fund
92206C649
312462
2566
SH
SOLE
2218
0
348
VANGUARD SCOTTSDALE FDS VANGUARD
Exchange Traded Fund
92206C680
839863
15237
SH
SOLE
15237
0
0
VANGUARD SCOTTSDALE FDS VANGUARD
Exchange Traded Fund
92206C714
907086
13624
SH
SOLE
11817
0
1807
VANGUARD SCOTTSDALE FDS VNG
Exchange Traded Fund
92206C664
6903156
98098
SH
SOLE
74887
0
23211
VANGUARD SCOTTSDALE FDS VNG
Exchange Traded Fund
92206C664
192884
2741
SH
OTR
1463
1278
0
VANGUARD SPECIALIZED PORTFOLIOS
Exchange Traded Fund
921908844
265889
1751
SH
SOLE
1564
0
187
VERIZON COMMUNICATIONS INC COM
Common Stock
92343V104
255194
6477
SH
SOLE
5595
0
882
VERIZON COMMUNICATIONS INC COM
Common Stock
92343V104
120170
3050
SH
OTR
3050
0
0
VISA INC COM CL A
Common Stock
92826C839
9476938
45615
SH
SOLE
34929
0
10686
VISA INC COM CL A
Common Stock
92826C839
197788
952
SH
OTR
586
366
0
WALMART INC.
Common Stock
931142103
1164805
8215
SH
SOLE
7741
0
474
WASTE MANAGEMENT INC COM
Common Stock
94106L109
273442
1743
SH
SOLE
1288
0
455
WELLS FARGO & CO NEW COM
Common Stock
949746101
210207
5091
SH
SOLE
4615
0
476
XCEL ENERGY INC COM
Common Stock
98389B100
1047864
14946
SH
SOLE
14381
0
565
XCEL ENERGY INC COM
Common Stock
98389B100
245385
3500
SH
OTR
3500
0
0
YUM! BRANDS INC COM
Common Stock
988498101
506813
3957
SH
SOLE
3808
0
149
ZIMMER BIOMET HOLDINGS INC
Common Stock
98956P102
1919513
15055
SH
SOLE
14852
0
203