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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.29M
Renaissance Technologies
2
Renaissance Technologies
New York
$489K -$26.1K -4,400 -5%
NCM
3
Next Capital Management
New York
$316K
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$242K -$49.3K -8,305 -17%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$154K
TA
6
Teton Advisors
New York
$131K
GF
7
Gabelli Funds
New York
$114K
Creative Planning
8
Creative Planning
Kansas
$90K
CWA
9
Clearview Wealth Advisors
Oregon
$88.8K
State Street
10
State Street
Massachusetts
$81.4K
JIR
11
James Investment Research
Ohio
$73.7K
NA
12
NewEdge Advisors
Louisiana
$73.7K
BlackRock
13
BlackRock
New York
$72K +$6.93K +1,167 +10%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$63K
Morgan Stanley
15
Morgan Stanley
New York
$40.9K +$20.8K +3,500 +95%
US Bancorp
16
US Bancorp
Minnesota
$15.4K
Wells Fargo
17
Wells Fargo
California
$14.3K -$61.3K -10,317 -80%
Osaic Holdings
18
Osaic Holdings
Arizona
$9.85K
TRCT
19
Tower Research Capital (TRC)
New York
$9.67K -$386 -65 -4%
Bank of America
20
Bank of America
North Carolina
$9.13K -$6 -1 -0.1%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$5.7K
SPIA
22
Steward Partners Investment Advisory
New York
$2.85K +$2.97K +500 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.8K
PA
24
Parallel Advisors
California
$1.73K
AF
25
Allworth Financial
California
$1.69K