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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18M
Renaissance Technologies
2
Renaissance Technologies
New York
$425K -$9.84K -1,900 -2%
NCM
3
Next Capital Management
New York
$275K
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$187K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$140K
TA
6
Teton Advisors
New York
$121K
GF
7
Gabelli Funds
New York
$105K
Creative Planning
8
Creative Planning
Kansas
$78.2K
CWA
9
Clearview Wealth Advisors
Oregon
$78K
JIR
10
James Investment Research
Ohio
$67.7K
NA
11
NewEdge Advisors
Louisiana
$67.7K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$64.8K +$14.5K +2,804 +28%
BlackRock
13
BlackRock
New York
$56.4K -$1.35K -260 -2%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$55K
State Street
15
State Street
Massachusetts
$53.6K -$17.7K -3,412 -24%
Morgan Stanley
16
Morgan Stanley
New York
$44.9K +$4.14K +800 +10%
US Bancorp
17
US Bancorp
Minnesota
$14.1K
Wells Fargo
18
Wells Fargo
California
$11.7K -$1.46K -281 -11%
TRCT
19
Tower Research Capital (TRC)
New York
$10.7K +$207 +40 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$10.3K +$2.59K +500 +34%
Bank of America
21
Bank of America
North Carolina
$8.39K -$5 -1 -0.1%
SPIA
22
Steward Partners Investment Advisory
New York
$5.79K +$1.55K +300 +37%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$4.15K
CAM
24
Clarity Asset Management
Iowa
$3.67K
UBS Group
25
UBS Group
Switzerland
$2.26K +$2.24K +432 New