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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$501K +$168K +21,200 +51%
Vanguard Group
2
Vanguard Group
Pennsylvania
$465K +$1.58K +200 +0.3%
PCM
3
Perritt Capital Management
Illinois
$342K
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
RJA
8
Raymond James & Associates
Florida
$105K
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$87K
Deutsche Bank
10
Deutsche Bank
Germany
$74K +$31.6K +3,991 +74%
JIR
11
James Investment Research
Ohio
$61K
BlackRock
12
BlackRock
New York
$30K +$30.7K +3,875 New
Morgan Stanley
13
Morgan Stanley
New York
$29K -$1.7K -215 -6%
UBS Group
14
UBS Group
Switzerland
$21K +$2.62K +330 +14%
Wells Fargo
15
Wells Fargo
California
$13K -$1.58K -200 -11%
Bank of America
16
Bank of America
North Carolina
$12K +$2.76K +348 +31%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$10K
PS
18
Portfolio Solutions
Michigan
$7K +$6.74K +850 New
Creative Planning
19
Creative Planning
Kansas
$5K +$3.96K +500 +500%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4K
CHP
21
Cable Hill Partners
Oregon
$2K
PA
22
Parallel Advisors
California
$2K
TRCT
23
Tower Research Capital (TRC)
New York
$1K -$1.61K -203 -67%
ASN
24
Advisory Services Network
Georgia
$1K +$642 +81 New