We are live on ! Find out more
RVT icon

Royce Value Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
76
Brown Advisory
Maryland
$527K +$9.19K +488 +2%
SPC
77
Sigma Planning Corp
Michigan
$524K +$6.5K +345 +1%
Northern Trust
78
Northern Trust
Illinois
$515K -$293K -15,588 -36%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$496K +$13.1K +696 +3%
BRWA
80
B. Riley Wealth Advisors
Florida
$448K +$444K +23,592 New
RIA
81
Realta Investment Advisors
Delaware
$442K +$17.7K +941 +4%
Creative Planning
82
Creative Planning
Kansas
$433K +$163K +8,676 +61%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$431K +$546 +29 +0.1%
JIP
84
Jaffetilchin Investment Partners
Florida
$409K +$97.3K +5,168 +30%
IWM
85
IHT Wealth Management
Illinois
$401K +$398K +21,143 New
BWM
86
Benchmark Wealth Management
Connecticut
$388K +$22.8K +1,212 +6%
OPS
87
Orion Portfolio Solutions
Nebraska
$380K -$2.48K -132 -0.7%
UCI
88
Uncommon Cents Investing
Wisconsin
$375K +$6.03K +320 +2%
IFG
89
Independent Financial Group
California
$374K -$91K -4,833 -20%
CFGS
90
Concourse Financial Group Securities
Alabama
$366K -$8.21K -436 -2%
PAS
91
Park Avenue Securities
New York
$364K -$14.8K -786 -4%
KAS
92
Kestra Advisory Services
Texas
$364K +$13.8K +732 +4%
SCM
93
SOL Capital Management
Maryland
$359K +$103K +5,450 +40%
RAM
94
Redmond Asset Management
Virginia
$347K
VF
95
Virtu Financial
New York
$327K +$325K +17,238 New
SI
96
Stephens Inc
Arkansas
$321K -$11.6K -617 -4%
WCM
97
Whitener Capital Management
North Carolina
$321K +$4.89K +260 +2%
BI
98
Bulldog Investors
New Jersey
$317K
Truist Financial
99
Truist Financial
North Carolina
$313K +$99.9K +5,304 +47%
BIC
100
Beach Investment Counsel
Pennsylvania
$303K +$301K +15,989 New