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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$689K +$53.2K +8,458 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$426K
NCM
3
Next Capital Management
New York
$345K
CG
4
Colony Group
Massachusetts
$157K
TA
5
Teton Advisors
New York
$141K
GF
6
Gabelli Funds
New York
$123K
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$71K
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$67K
JIR
9
James Investment Research
Ohio
$49K
Morgan Stanley
10
Morgan Stanley
New York
$37K +$10.4K +1,650 +38%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$31K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$27K -$50K -7,956 -65%
Osaic Holdings
13
Osaic Holdings
Arizona
$16K
Bank of America
14
Bank of America
North Carolina
$12K -$666 -106 -5%
Wells Fargo
15
Wells Fargo
California
$11K +$1.25K +198 +12%
TCOV
16
Trust Company of Vermont
Vermont
$10K
BlackRock
17
BlackRock
New York
$5K
UBS Group
18
UBS Group
Switzerland
$4K -$13.7K -2,187 -77%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$3K
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2K
AAP
21
Arax Advisory Partners
Colorado
$1K
PA
22
Parallel Advisors
California
$1K
SBL
23
Sargent Bickham Lagudis
Colorado
$1K
BWM
24
BNC Wealth Management
Oregon
$1K +$629 +100 New
PAG
25
Private Advisor Group
New Jersey
-$3K -500 Closed