We are live on ! Find out more
RVT icon

Royce Value Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WS
51
Wedbush Securities
California
$885K +$22.6K +1,653 +2%
MMA
52
Miracle Mile Advisors
California
$843K
MAA
53
Mraz Amerine & Associates
California
$834K
SPIA
54
Steward Partners Investment Advisory
New York
$823K +$114K +8,324 +15%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$780K -$61.1K -4,465 -7%
NAS
56
NWF Advisory Services
California
$779K +$37K +2,706 +5%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$729K +$7.01K +512 +0.9%
PAIM
58
Punch & Associates Investment Management
Minnesota
$702K -$60.4K -4,410 -7%
FWM
59
Focused Wealth Management
New York
$697K +$15.2K +1,112 +2%
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
$684K +$3.6K +263 +0.5%
DWP
61
Daymark Wealth Partners
Ohio
$659K -$164K -11,986 -19%
9WM
62
9258 Wealth Management
Ohio
$654K -$32.4K -2,365 -4%
EC
63
Elequin Capital
New York
$654K +$695K +50,794 New
SIC
64
Samalin Investment Counsel
New York
$642K +$45.9K +3,353 +7%
RJT
65
Raymond James Trust
Florida
$596K -$9.13K -667 -1%
RIA
66
Realta Investment Advisors
Delaware
$585K
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$570K -$55.1K -4,025 -10%
SC
68
Stolper & Co
Oklahoma
$552K +$3.42K +250 +0.6%
DJYG
69
David J. Yvars Group
Florida
$549K -$35K -2,559 -6%
IFG
70
Independent Financial Group
California
$522K +$3.12K +228 +0.6%
QC
71
Quantedge Capital
Singapore
$514K -$252K -18,400 -32%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$470K +$9.65K +705 +2%
PPW
73
Pasadena Private Wealth
California
$462K +$491K +35,900 New
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$448K -$47.7K -3,482 -9%
First Trust Advisors
75
First Trust Advisors
Illinois
$446K -$17.5K -1,279 -4%