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Union Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.01M -$19.7K -633 -0.5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.54M -$152K -4,905 -4%
CS
3
Cannell & Spears
New York
$1.51M
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.1M +$7.46K +240 +0.7%
CCMINC
5
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.05M +$171K +5,520 +19%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$896K
Renaissance Technologies
7
Renaissance Technologies
New York
$893K -$38.8K -1,250 -4%
TCOV
8
Trust Company of Vermont
Vermont
$869K
Northern Trust
9
Northern Trust
Illinois
$664K -$11.2K -360 -2%
LPL Financial
10
LPL Financial
California
$574K -$6.52K -210 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$568K +$6.96K +224 +1%
Morgan Stanley
12
Morgan Stanley
New York
$532K -$72.2K -2,323 -12%
BCM
13
Bridgeway Capital Management
Texas
$504K +$16.7K +539 +3%
BlackRock
14
BlackRock
New York
$362K +$2.27K +73 +0.6%
State Street
15
State Street
Massachusetts
$260K +$32.1K +1,033 +14%
Stifel Financial
16
Stifel Financial
Missouri
$249K +$4.66K +150 +2%
Millennium Management
17
Millennium Management
New York
$220K -$3.35K -108 -1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$212K -$29.5K -951 -12%
BAM
19
Belpointe Asset Management
Nevada
$109K
Bank of America
20
Bank of America
North Carolina
$39K -$186 -6 -0.5%
Wells Fargo
21
Wells Fargo
California
$32K -$31 -1 -0.1%
CYG
22
Clean Yield Group
Vermont
$14K
SCA
23
Sandy Cove Advisors
Massachusetts
$7K
WBC
24
West Branch Capital
Massachusetts
$6K
TRCT
25
Tower Research Capital (TRC)
New York
$4K +$3.67K +118 New