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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$818K
FL
2
FreeGulliver LLC
Louisiana
$373K +$2.81K +604 +0.6%
Renaissance Technologies
3
Renaissance Technologies
New York
$258K -$1.4K -300 -0.4%
NCM
4
Next Capital Management
New York
$199K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$135K +$694 +149 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$118K
TA
7
Teton Advisors
New York
$82.1K
GF
8
Gabelli Funds
New York
$71.4K
Creative Planning
9
Creative Planning
Kansas
$56.8K
CWA
10
Clearview Wealth Advisors
Oregon
$56.5K -$233 -50 -0.3%
JIR
11
James Investment Research
Ohio
$46.1K
NA
12
NewEdge Advisors
Louisiana
$46.1K
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$40K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$39.1K +$50K +10,743 New
State Street
15
State Street
Massachusetts
$38.9K
BlackRock
16
BlackRock
New York
$37.3K +$1.4K +300 +3%
Wells Fargo
17
Wells Fargo
California
$26.8K +$3.73K +800 +12%
Morgan Stanley
18
Morgan Stanley
New York
$21K -$6.99K -1,500 -20%
SPIA
19
Steward Partners Investment Advisory
New York
$18K
Bank of America
20
Bank of America
North Carolina
$5.73K -$168 -36 -2%
TRCT
21
Tower Research Capital (TRC)
New York
$4.25K +$2.9K +622 +109%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$4.12K
UBS Group
23
UBS Group
Switzerland
$3.81K -$3.41K -732 -41%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$3.79K
AF
25
Allworth Financial
California
$3.19K