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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.36M -$5.58K -900 -0.4%
Renaissance Technologies
2
Renaissance Technologies
New York
$545K -$13.6K -2,200 -2%
NCM
3
Next Capital Management
New York
$338K
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$310K +$312K +50,325 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$165K
CG
6
Colony Group
Massachusetts
$145K -$74.4K -12,000 -33%
TA
7
Teton Advisors
New York
$139K
GF
8
Gabelli Funds
New York
$121K
Creative Planning
9
Creative Planning
Kansas
$96.1K
CWA
10
Clearview Wealth Advisors
Oregon
$94.2K
State Street
11
State Street
Massachusetts
$86.9K
NA
12
NewEdge Advisors
Louisiana
$78.2K
JIR
13
James Investment Research
Ohio
$78K
Wells Fargo
14
Wells Fargo
California
$77.6K -$1.85K -299 -2%
BlackRock
15
BlackRock
New York
$69.4K +$2.08K +336 +3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$67K
Morgan Stanley
17
Morgan Stanley
New York
$22.2K
US Bancorp
18
US Bancorp
Minnesota
$16.3K
TRCT
19
Tower Research Capital (TRC)
New York
$11K +$1.48K +239 +16%
Osaic Holdings
20
Osaic Holdings
Arizona
$10.5K
Bank of America
21
Bank of America
North Carolina
$9.69K -$72.5K -11,691 -88%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$6.05K
UBS Group
23
UBS Group
Switzerland
$2.77K -$22.7K -3,662 -89%
NIC
24
Northwest Investment Counselors
Oregon
$2.46K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.91K