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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35M +$87.5K +14,366 +7%
Renaissance Technologies
2
Renaissance Technologies
New York
$551K -$69.4K -11,400 -11%
NCM
3
Next Capital Management
New York
$328K
CG
4
Colony Group
Massachusetts
$214K +$219K +35,921 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$160K -$341 -56 -0.2%
TA
6
Teton Advisors
New York
$137K
GF
7
Gabelli Funds
New York
$119K
Creative Planning
8
Creative Planning
Kansas
$93.4K -$1.22K -200 -1%
CWA
9
Clearview Wealth Advisors
Oregon
$92.9K
State Street
10
State Street
Massachusetts
$84.5K
Bank of America
11
Bank of America
North Carolina
$79.3K -$3.22K -529 -4%
Wells Fargo
12
Wells Fargo
California
$78.3K -$12.2K -2,000 -13%
NA
13
NewEdge Advisors
Louisiana
$77.1K
JIR
14
James Investment Research
Ohio
$77K
BlackRock
15
BlackRock
New York
$66.4K +$1.36K +224 +2%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$65K
UBS Group
17
UBS Group
Switzerland
$24.6K -$6.22K -1,021 -20%
Morgan Stanley
18
Morgan Stanley
New York
$21.9K -$2.44K -401 -10%
US Bancorp
19
US Bancorp
Minnesota
$16.1K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13K +$12.2K +2,000 +2,000%
Osaic Holdings
21
Osaic Holdings
Arizona
$11K -$24.9K -4,088 -70%
TRCT
22
Tower Research Capital (TRC)
New York
$9K -$335 -55 -3%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$5.99K
RBC
24
Romano Brothers & Co
Illinois
$5.97K +$6.09K +1,000 New
NIC
25
Northwest Investment Counselors
Oregon
$2.4K