15 companies

T. Rowe Price Group

Market Cap: US$18.8b

A publicly owned investment manager.

TROW

US$87.98

7D

0.7%

1Y

-8.3%

OTC Markets Group

Market Cap: US$624.8m

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

OTCM

US$53.59

7D

2.0%

1Y

14.3%

Hennessy Advisors

Market Cap: US$73.3m

An publicly owned investment manager.

HNNA

US$9.68

7D

-0.3%

1Y

-7.4%

Moelis

Market Cap: US$4.3b

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

MC

US$54.46

7D

5.0%

1Y

-13.5%

Federated Hermes

Market Cap: US$4.0b

A publicly owned investment manager.

FHI

US$56.29

7D

-0.5%

1Y

39.4%

Virtus Investment Partners

Market Cap: US$847.3m

A publicly owned investment manager.

VRTS

US$130.03

7D

3.7%

1Y

-27.3%

Silvercrest Asset Management Group

Market Cap: US$157.5m

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

SAMG

US$13.73

7D

-2.9%

1Y

-16.9%

Franklin Resources

Market Cap: US$12.2b

A publicly owned asset investment manager.

BEN

US$23.90

7D

-2.0%

1Y

19.1%

Cass Information Systems

Market Cap: US$560.4m

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

CASS

US$44.22

7D

-0.8%

1Y

2.7%

Value Line

Market Cap: US$334.2m

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

VALU

US$36.68

7D

1.2%

1Y

-3.6%

FinVolution Group

Market Cap: US$1.4b

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

FINV

US$5.10

7D

-7.1%

1Y

-48.3%

BlackRock

Market Cap: US$156.3b

A publicly owned investment manager.

BLK

US$974.58

7D

3.3%

1Y

1.2%

Radian Group

Market Cap: US$4.4b

Provides mortgage insurance in the United States.

RDN

US$32.83

7D

0.2%

1Y

1.0%

Central Securities

Market Cap: US$1.5b

Central Securities Corp. is a publicly owned investment manager.

CET

US$50.10

7D

-0.9%

1Y

9.8%

Adams Diversified Equity Fund

Market Cap: US$2.7b

A publicly owned investment manager.

ADX

US$22.08

7D

-2.0%

1Y

13.9%