16 companies

T. Rowe Price Group

Market Cap: US$21.1b

A publicly owned investment manager.

TROW

US$96.98

7D

2.8%

1Y

16.1%

Hennessy Advisors

Market Cap: US$78.9m

An publicly owned investment manager.

HNNA

US$10.00

7D

-0.001%

1Y

2.5%

OTC Markets Group

Market Cap: US$648.6m

Operates regulated markets for trading 12,000 U.S.

OTCM

US$54.95

7D

2.5%

1Y

19.7%

Federated Hermes

Market Cap: US$4.1b

A publicly owned investment manager.

FHI

US$56.69

7D

0.7%

1Y

56.4%

Virtus Investment Partners

Market Cap: US$934.0m

A publicly owned investment manager.

VRTS

US$139.78

7D

0.4%

1Y

-2.4%

Franklin Resources

Market Cap: US$14.2b

A publicly owned asset investment manager.

BEN

US$27.27

7D

6.2%

1Y

57.2%

Cass Information Systems

Market Cap: US$620.5m

Provides payment and information processing services to manufacturing, distribution, and retail enterprises in the United States.

CASS

US$48.10

7D

3.6%

1Y

22.0%

Silvercrest Asset Management Group

Market Cap: US$161.9m

A wealth management firm, provides financial advisory and related family office services in the United States.

SAMG

US$13.73

7D

1.6%

1Y

-8.5%

Value Line

Market Cap: US$331.3m

Engages in the production and sale of investment periodicals and related publications.

VALU

US$35.29

7D

0.5%

1Y

-11.6%

SuRo Capital

Market Cap: US$337.6m

A venture capital, mezzanine, secondary(direct) and business development company specializing in growth capital, emerging growth, late stage and venture capital-backed private companies.

SSSS

US$13.29

7D

5.1%

1Y

198.0%

FinVolution Group

Market Cap: US$1.2b

An investment holding company, operates in the online consumer finance industry in the People’s Republic of China, Indonesia, and internationally.

FINV

US$4.80

7D

-3.6%

1Y

-31.7%

Moelis

Market Cap: US$5.4b

Operates as an investment banking advisory company in North and South America, Europe, the Middle East, Asia, and Australia.

MC

US$67.59

7D

4.6%

1Y

36.2%

Radian Group

Market Cap: US$4.8b

Provides mortgage insurance in the United States.

RDN

US$35.37

7D

2.8%

1Y

14.2%

Central Securities

Market Cap: US$1.6b

Central Securities Corp. is a publicly owned investment manager.

CET

US$53.14

7D

2.4%

1Y

27.7%

BlackRock

Market Cap: US$171.5b

A publicly owned investment manager.

BLK

US$1,052.14

7D

2.8%

1Y

23.2%

Adams Diversified Equity Fund

Market Cap: US$2.9b

A publicly owned investment manager.

ADX

US$23.98

7D

1.4%

1Y

34.4%