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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34M
Renaissance Technologies
2
Renaissance Technologies
New York
$774K -$137K -17,905 -13%
NCM
3
Next Capital Management
New York
$343K
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$314K +$62.3K +8,151 +19%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$168K +$7.16K +936 +4%
TA
6
Teton Advisors
New York
$144K
GF
7
Gabelli Funds
New York
$125K
Creative Planning
8
Creative Planning
Kansas
$99K +$2.29K +300 +2%
CWA
9
Clearview Wealth Advisors
Oregon
$98K
State Street
10
State Street
Massachusetts
$88K
Bank of America
11
Bank of America
North Carolina
$85K +$971 +127 +1%
BCM
12
Bridgeway Capital Management
Texas
$82K
JIR
13
James Investment Research
Ohio
$81K +$38.2K +5,000 +63%
NA
14
NewEdge Advisors
Louisiana
$81K +$98.8K +12,921 New
BlackRock
15
BlackRock
New York
$80K -$1.49K -195 -2%
Wells Fargo
16
Wells Fargo
California
$76K +$55.8K +7,302 +155%
Osaic Holdings
17
Osaic Holdings
Arizona
$72K +$4.14K +541 +5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$68K
Morgan Stanley
19
Morgan Stanley
New York
$26K -$23 -3 -0.1%
UBS Group
20
UBS Group
Switzerland
$16K -$23.9K -3,128 -55%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$6K
TRCT
22
Tower Research Capital (TRC)
New York
$6K +$2.11K +276 +43%
NIC
23
Northwest Investment Counselors
Oregon
$3K
US Bancorp
24
US Bancorp
Minnesota
$3K
AF
25
Allworth Financial
California
$2K