We are live on ! Find out more
RVT icon

Royce Value Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Carson Advisory
Georgia
$169K +$200K +13,493 New
HSA
102
HBK Sorce Advisory
Pennsylvania
$167K +$4.22K +284 +2%
TF
103
TIAA FSB
Florida
$153K +$3.92K +264 +2%
LG
104
LaFleur & Godfrey
Michigan
$151K +$178K +12,020 New
HBCM
105
Heron Bay Capital Management
Michigan
$148K +$282 +19 +0.2%
US Bancorp
106
US Bancorp
Minnesota
$147K +$3.76K +253 +2%
MC
107
Moors & Cabot
Massachusetts
$140K +$3.62K +244 +2%
FFBTD
108
First Financial Bank - Trust Division
Ohio
$137K
MWM
109
Mascoma Wealth Management
New Hampshire
$136K
LNWWM
110
Laird Norton Wetherby Wealth Management
California
$135K +$6.31K +425 +4%
SWP
111
Stratos Wealth Partners
Ohio
$134K -$730K -49,160 -82%
TW
112
TrinityPoint Wealth
Connecticut
$134K
GLLW
113
Graves Light Lenhart Wealth
Virginia
$129K
M&T Bank
114
M&T Bank
New York
$128K +$728 +49 +0.5%
BFA
115
Buttonwood Financial Advisors
Maryland
$127K
MA
116
MBA Advisors
Pennsylvania
$126K
SN
117
Sittner & Nelson
Oregon
$120K +$3.12K +210 +2%
CWC
118
Carolinas Wealth Consulting
North Carolina
$115K
JP Morgan Chase
119
JP Morgan Chase
New York
$92K +$108K +7,254 +8,740%
OA
120
Operose Advisors
Wisconsin
$88K
NSIM
121
North Star Investment Management
Illinois
$77K
WFA
122
Wipfli Financial Advisors
Wisconsin
$67K +$79.4K +5,350 New
APA
123
American Portfolios Advisors
New York
$65K -$8.51K -573 -10%
IA
124
IFP Advisors
Florida
$50K -$1.08K -73 -2%
TJHA
125
Thomas J. Herzfeld Advisors
Florida
$43K +$1.11K +75 +2%