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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.93M +$79.1K +8,461 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$1.28M -$240K -25,657 -15%
NCM
3
Next Capital Management
New York
$495K
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$379K -$16K -1,707 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$233K +$1.85K +198 +0.8%
TA
6
Teton Advisors
New York
$208K
CG
7
Colony Group
Massachusetts
$207K
GF
8
Gabelli Funds
New York
$181K
CWA
9
Clearview Wealth Advisors
Oregon
$141K
Creative Planning
10
Creative Planning
Kansas
$140K +$145K +15,500 New
State Street
11
State Street
Massachusetts
$127K +$3.74K +400 +3%
Bank of America
12
Bank of America
North Carolina
$120K -$17.7K -1,887 -12%
BlackRock
13
BlackRock
New York
$117K -$5.47K -585 -4%
BCM
14
Bridgeway Capital Management
Texas
$117K +$122K +13,000 New
NA
15
Navellier & Associates
Nevada
$115K +$16.2K +1,736 +16%
Osaic Holdings
16
Osaic Holdings
Arizona
$99K -$18.7K -1,994 -15%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$98K
JIR
18
James Investment Research
Ohio
$72K
UBS Group
19
UBS Group
Switzerland
$51K +$15.9K +1,700 +43%
Wells Fargo
20
Wells Fargo
California
$43K +$3.24K +346 +8%
Morgan Stanley
21
Morgan Stanley
New York
$37K -$2.32K -248 -6%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$9K
TRCT
23
Tower Research Capital (TRC)
New York
$6K -$9.9K -1,058 -62%
PFS
24
Prospera Financial Services
Texas
$5K +$4.68K +500 New
GAM
25
Gemmer Asset Management
California
$5K +$5.61K +600 New