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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$753K
Renaissance Technologies
2
Renaissance Technologies
New York
$249K -$11.2K -3,300 -4%
NCM
3
Next Capital Management
New York
$184K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$117K
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$100K
TA
6
Teton Advisors
New York
$77K
GF
7
Gabelli Funds
New York
$67K
Creative Planning
8
Creative Planning
Kansas
$52.3K
CWA
9
Clearview Wealth Advisors
Oregon
$52.2K
JIR
10
James Investment Research
Ohio
$43.3K
NA
11
NewEdge Advisors
Louisiana
$43.3K
Citadel Advisors
12
Citadel Advisors
Florida
$39.3K +$39.7K +11,726 New
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$37K
State Street
14
State Street
Massachusetts
$35.8K
Morgan Stanley
15
Morgan Stanley
New York
$25K +$1.69K +500 +7%
SPIA
16
Steward Partners Investment Advisory
New York
$16.9K
Wells Fargo
17
Wells Fargo
California
$15.7K -$1.02K -300 -6%
Bank of America
18
Bank of America
North Carolina
$5.48K
AF
19
Allworth Financial
California
$4.98K +$2.03K +600 +202%
TRCT
20
Tower Research Capital (TRC)
New York
$4.65K -$1.09K -323 -19%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$3.69K
HI
22
Human Investing
Oregon
$2.68K +$2.71K +800 New
CAM
23
Clarity Asset Management
Iowa
$2.35K
Jones Financial Companies
24
Jones Financial Companies
Missouri
$2.01K +$2.03K +600 New
US Bancorp
25
US Bancorp
Minnesota
$1.34K -$7.79K -2,300 -85%