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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$650K +$142K +17,800 +28%
Vanguard Group
2
Vanguard Group
Pennsylvania
$477K +$7.2K +900 +2%
PCM
3
Perritt Capital Management
Illinois
$343K -$2.33K -291 -0.7%
Geneos Wealth Management
4
Geneos Wealth Management
Colorado
$270K – – –
Teton Advisors
5
Teton Advisors
New York
$186K – – –
Gabelli Funds
6
Gabelli Funds
New York
$162K – – –
Steinberg Global Asset Management
7
Steinberg Global Asset Management
Florida
$126K – – –
Deutsche Bank
8
Deutsche Bank
Germany
$119K +$43K +5,378 +57%
Raymond James & Associates
9
Raymond James & Associates
Florida
$106K – – –
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$88K – – –
James Investment Research
11
James Investment Research
Ohio
$61K – – –
BlackRock
12
BlackRock
New York
$31K – – –
Morgan Stanley
13
Morgan Stanley
New York
$30K +$808 +101 +3%
UBS Group
14
UBS Group
Switzerland
$21K +$16 +2 +0.1%
Wells Fargo
15
Wells Fargo
California
$13K -$800 -100 -6%
Ladenburg Thalmann Financial Services
16
Ladenburg Thalmann Financial Services
Florida
$10K – – –
Bank of America
17
Bank of America
North Carolina
$9K -$2.8K -350 -24%
IFP Advisors
18
IFP Advisors
Florida
$8K +$8K +1,000 New
Portfolio Solutions
19
Portfolio Solutions
Michigan
$7K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4K – – –
Cable Hill Partners
21
Cable Hill Partners
Oregon
$2K – – –
Parallel Advisors
22
Parallel Advisors
California
$2K – – –
Creative Planning
23
Creative Planning
Kansas
$1K -$4K -500 -83%
Tower Research Capital (TRC)
24
Tower Research Capital (TRC)
New York
– -$1K -100 Closed
Advisory Services Network
25
Advisory Services Network
Georgia
– -$256 -32 -40%