We are live on ! Find out more
RVT icon

Royce Value Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MAA
51
Mraz Amerine & Associates
California
$944K
SIC
52
Samalin Investment Counsel
New York
$915K +$170K +12,987 +26%
Mariner
53
Mariner
Kansas
$908K +$814K +62,336 New
SFS
54
Shaker Financial Services
Virginia
$859K -$3.88M -297,599 -83%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$820K -$324K -24,789 -31%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$802K -$20.5K -1,574 -3%
SCM
57
SOL Capital Management
Maryland
$800K +$433K +33,187 +152%
1832 Asset Management
58
1832 Asset Management
Ontario, Canada
$781K +$6.59K +505 +1%
FWM
59
Focused Wealth Management
New York
$777K -$10.9K -833 -2%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$761K -$109K -8,348 -14%
9WM
61
9258 Wealth Management
Ohio
$755K +$13.5K +1,034 +2%
DWP
62
Daymark Wealth Partners
Ohio
$720K -$23.2K -1,775 -3%
SC
63
Stolper & Co
Oklahoma
$651K +$23.8K +1,820 +4%
IFG
64
Independent Financial Group
California
$646K +$50K +3,828 +9%
RIA
65
Realta Investment Advisors
Delaware
$644K +$24.3K +1,863 +4%
RJT
66
Raymond James Trust
Florida
$609K -$57.9K -4,435 -10%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$605K -$15.4K -1,181 -3%
ASFA
68
All Season Financial Advisors
Colorado
$597K +$179K +13,697 +50%
NA
69
NewEdge Advisors
Louisiana
$571K +$161K +12,346 +45%
DJYG
70
David J. Yvars Group
Florida
$565K -$52.2K -4,000 -9%
1W
71
1776 Wealth
Georgia
$516K +$462K +35,406 New
SP
72
Stonebrook Private
Michigan
$512K +$459K +35,153 New
QC
73
Quantedge Capital
Singapore
$496K -$75.7K -5,800 -15%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$493K -$12.3K -944 -3%
CF
75
Centaurus Financial
California
$486K -$833K -63,800 -66%