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Union Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.23M +$20.2K +922 +0.7%
CS
2
Cannell & Spears
New York
$1.1M
CCMINC
3
Cardinal Capital Management Inc (North Carolina)
North Carolina
$940K +$24.5K +1,121 +3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$822K
Fidelity Investments
5
Fidelity Investments
Massachusetts
$707K +$1.88K +86 +0.3%
TCOV
6
Trust Company of Vermont
Vermont
$677K -$4.38K -200 -0.7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$643K -$3.9K -178 -0.6%
LPL Financial
8
LPL Financial
California
$612K +$75.5K +3,448 +15%
Northern Trust
9
Northern Trust
Illinois
$545K +$12K +548 +2%
Wells Fargo
10
Wells Fargo
California
$463K -$504 -23 -0.1%
BCM
11
Bridgeway Capital Management
Texas
$376K
BlackRock
12
BlackRock
New York
$297K +$38.1K +1,742 +16%
Renaissance Technologies
13
Renaissance Technologies
New York
$263K -$52.6K -2,400 -17%
Morgan Stanley
14
Morgan Stanley
New York
$256K +$9.94K +454 +4%
State Street
15
State Street
Massachusetts
$239K
Bank of America
16
Bank of America
North Carolina
$80.6K
LWCFA
17
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.3K -$4.93K -225 -20%
TRCT
18
Tower Research Capital (TRC)
New York
$12.7K -$25.6K -1,168 -68%
CYG
19
Clean Yield Group
Vermont
$10.3K
First Manhattan
20
First Manhattan
New York
$4.65K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4K +$1.53K +70 +83%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$721
JP Morgan Chase
23
JP Morgan Chase
New York
$115
BAM
24
Belpointe Asset Management
Nevada
-$6.83K -309 Closed
UBS Group
25
UBS Group
Switzerland
-$5.33K -241 Closed