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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.24M
FL
2
FreeGulliver LLC
Louisiana
$563K +$217K +37,254 +58%
Renaissance Technologies
3
Renaissance Technologies
New York
$402K -$6.42K -1,100 -1%
NCM
4
Next Capital Management
New York
$302K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$204K +$695 +119 +0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$179K +$5.83K +998 +3%
TA
7
Teton Advisors
New York
$128K
GF
8
Gabelli Funds
New York
$111K
Creative Planning
9
Creative Planning
Kansas
$86.1K
CWA
10
Clearview Wealth Advisors
Oregon
$86K
JIR
11
James Investment Research
Ohio
$71.7K
NA
12
NewEdge Advisors
Louisiana
$71.7K
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$60K
State Street
14
State Street
Massachusetts
$59.1K
BlackRock
15
BlackRock
New York
$56.4K +$59.3K +10,162 New
Morgan Stanley
16
Morgan Stanley
New York
$40.9K
Raymond James Financial
17
Raymond James Financial
Florida
$40.9K +$43K +7,362 New
Wells Fargo
18
Wells Fargo
California
$37.2K
SPIA
19
Steward Partners Investment Advisory
New York
$28K
UBS Group
20
UBS Group
Switzerland
$9.98K +$10.4K +1,788 +17,880%
Bank of America
21
Bank of America
North Carolina
$9.1K +$12 +2 +0.1%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$6.4K +$3.44K +590 +98%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$6.05K
AF
24
Allworth Financial
California
$4.84K
CAM
25
Clarity Asset Management
Iowa
$3.88K