We are live on ! Find out more
RVT icon

Royce Value Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
76
Whitener Capital Management
North Carolina
$476K +$116K +8,870 +37%
First Trust Advisors
77
First Trust Advisors
Illinois
$455K -$45.1K -3,456 -10%
WAM
78
Weiss Asset Management
Massachusetts
$443K +$397K +30,409 New
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$431K +$5.47K +419 +1%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$415K +$30.9K +2,365 +9%
ARA
81
Alexander Randolph Advisory
Virginia
$414K +$371K +28,443 New
AWS
82
Atria Wealth Solutions
New York
$409K -$45.1K -3,456 -11%
UCI
83
Uncommon Cents Investing
Wisconsin
$401K -$848 -65 -0.2%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$393K -$13.1K -1,000 -4%
ARC
85
Advisor Resource Council
Texas
$379K +$339K +25,998 New
CCWA
86
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$338K +$303K +23,224 New
TWM
87
Tradition Wealth Management
Minnesota
$313K -$27.1K -2,077 -9%
IAIM
88
International Assets Investment Management
Florida
$313K +$28.3K +2,168 +11%
LFAS
89
Level Four Advisory Services
Texas
$305K -$2.64K -202 -1%
CAN
90
Cetera Advisor Networks
California
$303K +$23.2K +1,778 +9%
PIWA
91
Prevail Innovative Wealth Advisors
Kansas
$302K +$53.6K +4,103 +25%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$300K +$269K +20,574 New
AHL
93
Abel Hall LLC
Louisiana
$291K +$261K +20,000 New
KAS
94
Kestra Advisory Services
Texas
$273K -$107K -8,194 -30%
Brown Advisory
95
Brown Advisory
Maryland
$273K -$18.2K -1,392 -7%
NSAM
96
North Star Asset Management
Wisconsin
$263K
RAM
97
Redmond Asset Management
Virginia
$261K
SWM
98
Silverlake Wealth Management
Vermont
$251K +$300 +23 +0.1%
HWAM
99
Hennion & Walsh Asset Management
New Jersey
$243K +$218K +16,679 New
AWM
100
Apollon Wealth Management
South Carolina
$240K