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Union Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.05M +$27.2K +1,100 +0.8%
CS
2
Cannell & Spears
New York
$1.05M
CCMINC
3
Cardinal Capital Management Inc (North Carolina)
North Carolina
$881K +$18.8K +759 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$792K
Fidelity Investments
5
Fidelity Investments
Massachusetts
$679K
TCOV
6
Trust Company of Vermont
Vermont
$649K
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$623K +$698K +28,188 New
Northern Trust
8
Northern Trust
Illinois
$506K +$24.9K +1,004 +5%
LPL Financial
9
LPL Financial
California
$506K +$92.4K +3,733 +19%
Wells Fargo
10
Wells Fargo
California
$441K +$451K +18,195 +1,054%
BCM
11
Bridgeway Capital Management
Texas
$362K
Renaissance Technologies
12
Renaissance Technologies
New York
$304K -$139K -5,600 -29%
BlackRock
13
BlackRock
New York
$244K +$7.58K +306 +3%
Morgan Stanley
14
Morgan Stanley
New York
$234K -$20.7K -834 -7%
State Street
15
State Street
Massachusetts
$230K
Bank of America
16
Bank of America
North Carolina
$76.6K +$60.9K +2,459 +244%
TRCT
17
Tower Research Capital (TRC)
New York
$38K +$19.6K +792 +86%
LWCFA
18
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.3K +$27.2K +1,100 New
CYG
19
Clean Yield Group
Vermont
$9.95K
BAM
20
Belpointe Asset Management
Nevada
$6.83K
UBS Group
21
UBS Group
Switzerland
$5.33K +$5.97K +241 New
First Manhattan
22
First Manhattan
New York
$4.42K
AA
23
Ancora Advisors
Ohio
$4.42K +$4.95K +200 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2K
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$685