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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.31M -$9.01K -1,428 -0.7%
Renaissance Technologies
2
Renaissance Technologies
New York
$640K -$124K -19,700 -16%
NCM
3
Next Capital Management
New York
$338K
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$318K +$8.7K +1,378 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$165K
TA
6
Teton Advisors
New York
$142K
GF
7
Gabelli Funds
New York
$123K
Creative Planning
8
Creative Planning
Kansas
$97K
CWA
9
Clearview Wealth Advisors
Oregon
$96K
Wells Fargo
10
Wells Fargo
California
$94K +$19.6K +3,100 +26%
State Street
11
State Street
Massachusetts
$87K
Bank of America
12
Bank of America
North Carolina
$85K +$2.13K +337 +2%
BCM
13
Bridgeway Capital Management
Texas
$80K
JIR
14
James Investment Research
Ohio
$80K
NA
15
NewEdge Advisors
Louisiana
$80K
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$67K
BlackRock
17
BlackRock
New York
$66K -$11.3K -1,788 -14%
Osaic Holdings
18
Osaic Holdings
Arizona
$36K -$35.6K -5,647 -49%
UBS Group
19
UBS Group
Switzerland
$32K +$16.4K +2,605 +103%
Morgan Stanley
20
Morgan Stanley
New York
$25K +$6 +1 +0%
US Bancorp
21
US Bancorp
Minnesota
$17K +$14.5K +2,300 +575%
TRCT
22
Tower Research Capital (TRC)
New York
$9K +$4.16K +659 +72%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$6K
AF
24
Allworth Financial
California
$2K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2K