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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.37M +$194K +25,356 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$672K +$37.5K +4,892 +7%
NCM
3
Next Capital Management
New York
$496K -$10.1K -1,321 -2%
CG
4
Colony Group
Massachusetts
$241K
TA
5
Teton Advisors
New York
$208K
CWA
6
Clearview Wealth Advisors
Oregon
$196K -$107K -14,000 -39%
GF
7
Gabelli Funds
New York
$181K
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$122K +$14.6K +1,900 +16%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$98K
Citadel Advisors
10
Citadel Advisors
Florida
$92K +$78.1K +10,191 New
JIR
11
James Investment Research
Ohio
$72K
Morgan Stanley
12
Morgan Stanley
New York
$48K +$3.06K +400 +8%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$45K
UBS Group
14
UBS Group
Switzerland
$31K +$20.3K +2,653 +349%
Osaic Holdings
15
Osaic Holdings
Arizona
$16K -$3.06K -400 -18%
Wells Fargo
16
Wells Fargo
California
$16K +$8 +1 +0.1%
TCOV
17
Trust Company of Vermont
Vermont
$15K
Bank of America
18
Bank of America
North Carolina
$14K +$130 +17 +1%
WCM
19
Wealthcare Capital Management
Virginia
$14K +$11.6K +1,520 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10K +$7.66K +1,000 +1,000%
GWM
21
Geneos Wealth Management
Colorado
$9K +$5.75K +750 New
BlackRock
22
BlackRock
New York
$7K
US Bancorp
23
US Bancorp
Minnesota
$4K +$3.06K +400 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$3K
PA
25
Parallel Advisors
California
$3K