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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$464K -$4.37K -540 -0.9%
PCM
2
Perritt Capital Management
Illinois
$342K
Renaissance Technologies
3
Renaissance Technologies
New York
$332K +$11.3K +1,400 +4%
GWM
4
Geneos Wealth Management
Colorado
$267K
TA
5
Teton Advisors
New York
$184K
GF
6
Gabelli Funds
New York
$160K
SGAM
7
Steinberg Global Asset Management
Florida
$125K -$8.1K -1,000 -6%
RJA
8
Raymond James & Associates
Florida
$105K +$4.86K +600 +5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$87K
JIR
10
James Investment Research
Ohio
$61K
Deutsche Bank
11
Deutsche Bank
Germany
$42K -$13.8K -1,700 -24%
Morgan Stanley
12
Morgan Stanley
New York
$31K -$33.7K -4,165 -52%
BA
13
BlackRock Advisors
Delaware
$19K
UBS Group
14
UBS Group
Switzerland
$18K -$4.16K -514 -18%
Wells Fargo
15
Wells Fargo
California
$15K -$1.62K -200 -10%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$10K +$4.05K +500 +65%
Bank of America
17
Bank of America
North Carolina
$9K -$1.37K -169 -13%
MFS
18
MSI Financial Services
Massachusetts
$8K
BFA
19
BlackRock Fund Advisors
California
$6K
BIM
20
BlackRock Investment Management
Delaware
$6K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4K +$1.62K +200 +67%
TRCT
22
Tower Research Capital (TRC)
New York
$2K -$3.35K -413 -58%
CHP
23
Cable Hill Partners
Oregon
$2K -$810 -100 -28%
PA
24
Parallel Advisors
California
$2K +$1.62K +200 New
Creative Planning
25
Creative Planning
Kansas
$1K