We are live on ! Find out more
RVT icon

Royce Value Trust

Name Holding Trade Value Shares
Change
Change in
Stake
&Partners
101
&Partners
Tennessee
$263K +$254K +16,778 New
Kestra Advisory Services
102
Kestra Advisory Services
Texas
$257K +$19.2K +1,269 +8%
CA
103
Carson Advisory
Georgia
$248K +$4.24K +280 +2%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$243K – – –
TIAA Trust, National Association
105
TIAA Trust, National Association
North Carolina
$232K +$18.1K +1,195 +9%
Stephens Inc
106
Stephens Inc
Arkansas
$230K +$3.71K +245 +2%
BC
107
Barrett & Company
Rhode Island
$223K +$1.62K +107 +0.8%
North Star Asset Management
108
North Star Asset Management
Wisconsin
$222K -$2.27K -150 -1%
Kestra Private Wealth Services
109
Kestra Private Wealth Services
Texas
$220K +$16.9K +1,115 +9%
FC
110
FCA Corp
Texas
$218K +$3.58K +236 +2%
Apollon Wealth Management
111
Apollon Wealth Management
South Carolina
$218K -$35.7K -2,355 -15%
CWM
112
Centurion Wealth Management
Virginia
$211K +$204K +13,451 New
KPF
113
K2 Principal Fund
Ontario, Canada
$210K +$203K +13,400 New
BFA
114
Beacon Financial Advisory
Ohio
$209K +$11.1K +734 +6%
WLPWM
115
Walled Lake Planning & Wealth Management
Illinois
$203K +$196K +12,950 New
BWM
116
Benchmark Wealth Management
Connecticut
$203K -$11.3K -748 -5%
CCB
117
Cutter & Co Brokerage
Missouri
$200K +$193K +12,759 New
KA
118
Kovack Advisors
Florida
$192K +$485 +32 +0.3%
MPWS
119
McCarter Private Wealth Services
Massachusetts
$190K +$184K +12,122 New
EP Wealth Advisors
120
EP Wealth Advisors
California
$188K +$181K +11,955 New
Laird Norton Wetherby Wealth Management
121
Laird Norton Wetherby Wealth Management
California
$185K – – –
Creative Planning
122
Creative Planning
Kansas
$185K +$12.8K +842 +8%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$183K +$9.2K +607 +6%
PGWM
124
Parisi Gray Wealth Management
New Jersey
$181K +$3.11K +205 +2%
SN
125
Sittner & Nelson
Oregon
$176K +$3.02K +199 +2%