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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$803K +$89.1K +13,969 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$441K
NCM
3
Next Capital Management
New York
$357K
CWA
4
Clearview Wealth Advisors
Oregon
$227K +$228K +35,674 New
CG
5
Colony Group
Massachusetts
$169K +$6.38K +1,000 +4%
TA
6
Teton Advisors
New York
$147K
GF
7
Gabelli Funds
New York
$127K
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$74K
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$69K
JIR
10
James Investment Research
Ohio
$51K
Morgan Stanley
11
Morgan Stanley
New York
$32K -$6.38K -1,000 -17%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$32K
Osaic Holdings
13
Osaic Holdings
Arizona
$13K -$2.33K -365 -14%
Wells Fargo
14
Wells Fargo
California
$12K
Bank of America
15
Bank of America
North Carolina
$10K -$2.05K -322 -17%
TCOV
16
Trust Company of Vermont
Vermont
$10K
BlackRock
17
BlackRock
New York
$5K
UBS Group
18
UBS Group
Switzerland
$5K +$657 +103 +16%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$3K
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2K
PA
21
Parallel Advisors
California
$2K +$638 +100 +50%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1K -$26.7K -4,186 -98%
AAP
23
Arax Advisory Partners
Colorado
$1K
SBL
24
Sargent Bickham Lagudis
Colorado
$1K
WWM
25
Wolff Wiese Magana
California
$1K +$918 +144 New