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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$686K
Renaissance Technologies
2
Renaissance Technologies
New York
$209K -$10.9K -3,500 -5%
NCM
3
Next Capital Management
New York
$167K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$116K +$2.57K +823 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$95.5K -$3.54K -1,136 -4%
Citadel Advisors
6
Citadel Advisors
Florida
$63.1K +$64.6K +20,694 New
TA
7
Teton Advisors
New York
$62.5K -$7.8K -2,500 -11%
GF
8
Gabelli Funds
New York
$61K
EWA
9
EP Wealth Advisors
California
$48.2K +$49.3K +15,792 New
CWA
10
Clearview Wealth Advisors
Oregon
$47.6K +$306 +98 +0.6%
Creative Planning
11
Creative Planning
Kansas
$47.6K
JIR
12
James Investment Research
Ohio
$39.4K
NA
13
NewEdge Advisors
Louisiana
$39.4K
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$34K
BlackRock
15
BlackRock
New York
$33.3K +$1.4K +450 +4%
State Street
16
State Street
Massachusetts
$32.6K
Wells Fargo
17
Wells Fargo
California
$29.6K +$6.87K +2,200 +29%
SPIA
18
Steward Partners Investment Advisory
New York
$14.6K -$858 -275 -5%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$6.3K +$3.12K +1,000 +91%
Morgan Stanley
20
Morgan Stanley
New York
$5.87K -$12.3K -3,950 -67%
Bank of America
21
Bank of America
North Carolina
$5.22K +$334 +107 +7%
TRCT
22
Tower Research Capital (TRC)
New York
$3.99K +$365 +117 +10%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$3.63K
AF
24
Allworth Financial
California
$3.29K +$624 +200 +23%
UBS Group
25
UBS Group
Switzerland
$2.52K -$749 -240 -23%