CUSIP 77954M105
T. ROWE PRICE CAPITAL APPRECIATION
11 institutions · $6.2M total · 225,587 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Livelsberger Financial Advisory | 129,339 | $4.4M | 57.33% | 2024-03-31 |
| 2 | ENCOMPASS WEALTH ADVISORS, LLC | 27,768 | $1.1M | 12.30% | 2024-09-30 |
| 3 | Vermillion Wealth Management, Inc. | 7,881 | $301.8K | 3.49% | 2025-09-30 |
| 4 | Financial Gravity Asset Management, Inc. | 4,648 | $178.0K | 2.06% | 2025-09-30 |
| 5 | Strategic Investment Solutions, Inc. /IL | 1,916 | $64.9K | 0.84% | 2023-12-31 |
| 6 | Brooklyn Investment Group | 1,676 | $61.7K | 0.74% | 2025-06-30 |
| 7 | Fairfield Financial Advisors, LTD | 1,397 | $48.3K | 0.61% | 2024-12-31 |
| 8 | Laffer Tengler Investments | 1,281 | $45.7K | 0.56% | 2024-03-31 |
| 9 | GOFEN & GLOSSBERG LLC /IL/ | 41,894 | $1.2K | 18.57% | 2023-03-31 |
| 10 | Coston, McIsaac & Partners | 7,059 | $252 | 3.12% | 2025-12-31 |
| 11 | DIVIDEND ASSETS CAPITAL, LLC | 728 | $24 | 0.32% | 2023-12-31 |