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Union Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.86M +$120K +3,824 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.48M +$714K +22,705 +23%
CS
3
Cannell & Spears
New York
$1.45M -$50.6K -1,609 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.03M
Renaissance Technologies
5
Renaissance Technologies
New York
$894K +$70.8K +2,250 +8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$846K -$10.4K -331 -1%
TCOV
7
Trust Company of Vermont
Vermont
$833K
CCMINC
8
Cardinal Capital Management Inc (North Carolina)
North Carolina
$829K +$21.8K +694 +2%
Northern Trust
9
Northern Trust
Illinois
$649K +$1.86K +59 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$580K +$506K +16,093 +481%
LPL Financial
11
LPL Financial
California
$557K -$84.3K -2,679 -13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$539K +$2.2K +70 +0.4%
BCM
13
Bridgeway Capital Management
Texas
$461K -$219K -6,946 -30%
BlackRock
14
BlackRock
New York
$345K +$11.1K +353 +3%
CFSG
15
Community Financial Services Group
Vermont
$300K
Stifel Financial
16
Stifel Financial
Missouri
$234K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$232K -$23.6K -750 -9%
State Street
18
State Street
Massachusetts
$215K +$6.29K +200 +3%
Millennium Management
19
Millennium Management
New York
$211K -$299K -9,494 -57%
PMAM
20
Penn Mutual Asset Management
Pennsylvania
$208K -$740K -23,503 -77%
BAM
21
Belpointe Asset Management
Nevada
$103K
Bank of America
22
Bank of America
North Carolina
$38K -$724 -23 -2%
Wells Fargo
23
Wells Fargo
California
$31K
CYG
24
Clean Yield Group
Vermont
$13K
JP Morgan Chase
25
JP Morgan Chase
New York
$12K -$72.9K -2,316 -85%