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Willamette Valley Vineyards

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Management
1
Vanguard Capital Management
Pennsylvania
$511K +$542K +198,896 New
Renaissance Technologies
2
Renaissance Technologies
New York
$170K -$7.08K -2,600 -4%
NCM
3
Next Capital Management
New York
$141K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$94.4K -$3.52K -1,292 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$73K -$7.9K -2,902 -9%
Vanguard Fiduciary Trust
6
Vanguard Fiduciary Trust
Pennsylvania
$66.6K +$70.6K +25,916 New
TA
7
Teton Advisors
New York
$52.7K
GF
8
Gabelli Funds
New York
$51.4K
EWA
9
EP Wealth Advisors
California
$40.6K
Creative Planning
10
Creative Planning
Kansas
$40.1K +$30 +11 +0.1%
JIR
11
James Investment Research
Ohio
$33.2K
NA
12
NewEdge Advisors
Louisiana
$33.2K
BlackRock
13
BlackRock
New York
$30.5K +$2.65K +975 +9%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$28K
State Street
15
State Street
Massachusetts
$27.5K
Wells Fargo
16
Wells Fargo
California
$18.5K -$6.81K -2,500 -26%
SPIA
17
Steward Partners Investment Advisory
New York
$12.2K -$68 -25 -0.5%
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$5.4K
Morgan Stanley
19
Morgan Stanley
New York
$4.95K
TRCT
20
Tower Research Capital (TRC)
New York
$4.55K +$1.26K +463 +35%
UBS Group
21
UBS Group
Switzerland
$3.91K +$1.89K +694 +84%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$3.24K +$272 +100 +8%
AF
23
Allworth Financial
California
$2.25K -$545 -200 -19%
CAM
24
Clarity Asset Management
Iowa
$1.8K
FFA
25
Farther Finance Advisors
California
$1.15K