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Royce Value Trust

Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$751K +$7.45K +540 +1%
RJT
52
Raymond James Trust
Florida
$745K +$26.3K +1,906 +4%
LCM
53
Landscape Capital Management
New Jersey
$739K +$768K +55,716 New
WAM
54
Wolverine Asset Management
Illinois
$736K +$38.7K +2,810 +5%
9WM
55
9258 Wealth Management
Ohio
$736K -$2.62K -190 -0.3%
LIG
56
Lokken Investment Group
Delaware
$734K -$5.36K -389 -0.7%
SPIA
57
Steward Partners Investment Advisory
New York
$713K +$29K +2,103 +4%
SC
58
Stolper & Co
Oklahoma
$614K -$9.28K -673 -1%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$587K
RIA
60
Realta Investment Advisors
Delaware
$550K +$18.7K +1,357 +3%
IFG
61
Independent Financial Group
California
$546K +$42.2K +3,059 +8%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$535K +$11.5K +832 +2%
BCM
63
Bluefin Capital Management
New York
$522K -$41.4K -3,002 -7%
NA
64
NewEdge Advisors
Louisiana
$517K +$37.6K +2,727 +7%
DJYG
65
David J. Yvars Group
Florida
$511K +$24.6K +1,785 +5%
First Trust Advisors
66
First Trust Advisors
Illinois
$459K
CIG
67
Cascade Investment Group
Colorado
$445K +$463K +33,559 New
SCM
68
SOL Capital Management
Maryland
$440K +$93.2K +6,763 +26%
AWS
69
Atria Wealth Solutions
New York
$439K -$24.1K -1,745 -5%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$434K -$8.78K -637 -2%
SIC
71
Samalin Investment Counsel
New York
$418K +$26.1K +1,894 +6%
1W
72
1776 Wealth
Georgia
$418K -$57.2K -4,149 -12%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$398K -$152 -11 -0%
EWM
74
Endowment Wealth Management
Wisconsin
$395K +$47.4K +3,441 +13%
SPC
75
Sigma Planning Corp
Michigan
$391K +$7.57K +549 +2%