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Royce Value Trust
RVT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
101
Benchmark Wealth Management
Connecticut
$223K +$7.73K +589 +4%
BC
102
Barrett & Company
Rhode Island
$218K +$2.03K +155 +1%
BRWA
103
B. Riley Wealth Advisors
Florida
$214K -$132K -10,068 -39%
CA
104
Carson Advisory
Georgia
$207K +$11.9K +904 +6%
SI
105
Stephens Inc
Arkansas
$201K +$328 +25 +0.2%
WCM
106
Whitener Capital Management
North Carolina
$200K +$190K +14,480 New
LNWWM
107
Laird Norton Wetherby Wealth Management
California
$189K +$180K +13,722 New
KPWS
108
Kestra Private Wealth Services
Texas
$189K +$918 +70 +0.5%
CT
109
Coastline Trust
Rhode Island
$186K – – –
CWM
110
Centurion Wealth Management
Virginia
$186K +$40K +3,051 +29%
SWM
111
Spire Wealth Management
Virginia
$186K +$40K +3,051 +29%
MC
112
Matisse Capital
Oregon
$185K – – –
CD
113
Chapin Davis
Maryland
$183K +$4.46K +340 +3%
CAG
114
Csenge Advisory Group
Florida
$180K -$13.7K -1,046 -7%
CAM
115
Concorde Asset Management
Michigan
$172K +$163K +12,453 New
TF
116
TIAA FSB
Florida
$171K +$2.91K +222 +2%
FC
117
FCA Corp
Texas
$166K -$36.5K -2,782 -19%
LG
118
LaFleur & Godfrey
Michigan
$166K – – –
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$158K -$76.6K -5,840 -34%
MWM
120
Mascoma Wealth Management
New Hampshire
$153K – – –
FFBTD
121
First Financial Bank - Trust Division
Ohio
$150K – – –
TW
122
TrinityPoint Wealth
Connecticut
$148K – – –
GLLW
123
Graves Light Lenhart Wealth
Virginia
$141K – – –
SN
124
Sittner & Nelson
Oregon
$140K +$2.4K +183 +2%
VF
125
Virtu Financial
New York
$140K +$133K +10,153 New
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