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Institutional Holders of ROM
HolderAmountPosition Size
($ in 1000's)
 As of
Toth Financial Advisory Corp92,731$5,632 03/31/2024
     ROM92,731$5,632 03/31/2024
Clarity Capital Partners LLC51,197$2,718 12/31/2023
     ROM51,197$2,718 12/31/2023
Harbour Investments Inc.30,601$1,624 12/31/2023
     ROM30,601$1,624 12/31/2023
Retirement Planning Co of New England Inc.27,546$1,462 12/31/2023
     ROM27,546$1,462 12/31/2023
Tyche Wealth Partners LLC22,918$1,392 03/31/2024
     ROM22,918$1,392 03/31/2024
Advisor Group Holdings Inc.24,727$1,313 12/31/2023
     ROM24,727$1,313 12/31/2023
Envestnet Asset Management Inc.23,325$1,238 12/31/2023
     ROM23,325$1,238 12/31/2023
Susquehanna International Group LLP $1,237 12/31/2023
     Call30,100$1,598 12/31/2023
     Put6,800$361 12/31/2023
Commonwealth Equity Services LLC19,463$1,033 12/31/2023
     ROM19,463$1,033 12/31/2023
Valeo Financial Advisors LLC14,160$860 03/31/2024
     ROM14,160$860 03/31/2024
Citadel Advisors LLC $640 12/31/2023
     ROM9,654$512 12/31/2023
     Call3,200$170 12/31/2023
     Put800$42 12/31/2023
Tower Research Capital LLC TRC 11,973$636 12/31/2023
     ROM11,973$636 12/31/2023
National Asset Management Inc.10,887$578 12/31/2023
     ROM10,887$578 12/31/2023
Warren Averett Asset Management LLC10,000$531 12/31/2023
     ROM10,000$531 12/31/2023
Mariner LLC9,420$500 12/31/2023
     ROM9,420$500 12/31/2023
Creative Planning8,170$434 12/31/2023
     ROM8,170$434 12/31/2023
Cambridge Investment Research Advisors Inc.7,081$430 03/31/2024
     ROM7,081$430 03/31/2024
Kestra Advisory Services LLC7,063$375 12/31/2023
     ROM7,063$375 12/31/2023
GTS Securities LLC6,012$319 12/31/2023
     ROM6,012$319 12/31/2023
Cutler Group LP $307 03/31/2024
     ROM5,047$306 03/31/2024
     Call200$1 03/31/2024
     Put300$0 03/31/2024
McGuire Investment Group LLC5,000$304 03/31/2024
     ROM5,000$304 03/31/2024
Howard Capital Management Inc.5,612$298 12/31/2023
     ROM5,612$298 12/31/2023
Tactive Advisors LLC5,555$295 12/31/2023
     ROM5,555$295 12/31/2023
Parcion Private Wealth LLC4,800$292 03/31/2024
     ROM4,800$292 03/31/2024
CPR Investments Inc.4,320$262 03/31/2024
     ROM4,320$262 03/31/2024
Northwestern Mutual Wealth Management Co.4,580$243 12/31/2023
     ROM4,580$243 12/31/2023
Walleye Capital LLC4,505$239 12/31/2023
     ROM4,505$239 12/31/2023
Zacks Investment Management4,226$224 12/31/2023
     ROM4,226$224 12/31/2023
Brave Asset Management Inc.4,176$222 12/31/2023
     ROM4,176$222 12/31/2023
LPL Financial LLC4,092$217 12/31/2023
     ROM4,092$217 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,807$202 12/31/2023
     ROM3,807$202 12/31/2023
Simplex Trading LLC1,264$76 03/31/2024
     ROM1,264$76 03/31/2024
YHB Investment Advisors Inc.1,150$70 03/31/2024
     ROM1,150$70 03/31/2024
Morgan Stanley1,207$64 12/31/2023
     ROM1,207$64 12/31/2023
Livelsberger Financial Advisory1,096$58 12/31/2023
     ROM1,096$58 12/31/2023
Qube Research & Technologies Ltd1,068$57 12/31/2023
     ROM1,068$57 12/31/2023
Bank of America Corp DE1,030$55 12/31/2023
     ROM1,030$55 12/31/2023
Truvestments Capital LLC616$33 12/31/2023
     ROM616$33 12/31/2023
Royal Bank of Canada280$15 12/31/2023
     ROM280$15 12/31/2023
IFP Advisors Inc268$14 12/31/2023
     ROM268$14 12/31/2023
Advisory Services Network LLC173$9 12/31/2023
     ROM173$9 12/31/2023
Venturi Wealth Management LLC39$2 03/31/2024
     ROM39$2 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     ROM1$0 12/31/2023
FMR LLC1$0 12/31/2023
     ROM1$0 12/31/2023

See All: Funds Holding ROM
See Details: Top 10 Hedge Funds Holding ROM
Also See: ROM Holdings Changes

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