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RMT

Royce Micro-Cap Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
51
Calamos Advisors
Illinois
$355K +$213K +21,629 +146%
WP
52
WealthShield Partners
North Carolina
$354K -$44.1K -4,489 -11%
AWM
53
Apollon Wealth Management
South Carolina
$341K -$54.8K -5,579 -14%
KWM
54
Kingsview Wealth Management
Oregon
$335K +$9.83K +1,000 +3%
RAM
55
Readystate Asset Management
Illinois
$334K +$337K +34,254 New
HWAM
56
Hennion & Walsh Asset Management
New Jersey
$283K +$285K +29,010 New
NA
57
NewEdge Advisors
Louisiana
$271K -$16.2K -1,650 -6%
PSFG
58
Prairie Sky Financial Group
Illinois
$266K +$5.8K +590 +2%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$235K
DWM
60
DKM Wealth Management
California
$224K +$226K +23,002 New
ATI
61
ARK & TLK Investments
Oklahoma
$222K
NAS
62
NWF Advisory Services
California
$208K -$691K -70,354 -77%
SPIA
63
Steward Partners Investment Advisory
New York
$203K +$106K +10,812 +108%
IFWM
64
Institute for Wealth Management
Colorado
$202K
DT
65
Diversified Trust
Tennessee
$163K
AWS
66
Atria Wealth Solutions
New York
$157K +$1.57K +160 +1%
PGFC
67
Peapack-Gladstone Financial Corp
New Jersey
$155K
FAIM
68
Financial Advocates Investment Management
Washington
$151K +$3.27K +333 +2%
JIP
69
Jaffetilchin Investment Partners
Florida
$150K +$16.8K +1,714 +13%
CMMS
70
Comprehensive Money Management Services
Florida
$149K +$150K +15,280 New
RWP
71
Revolve Wealth Partners
New Jersey
$148K +$149K +15,179 New
HPCM
72
Hunter Perkins Capital Management
Illinois
$128K
SI
73
Stephens Inc
Arkansas
$124K +$125K +12,715 New
SIA
74
Soltis Investment Advisors
Utah
$116K
P
75
&Partners
Tennessee
$114K +$126K +12,810 New