16 companies

T. Rowe Price Group

Market Cap: US$19.2b

A publicly owned investment manager.

TROW

US$89.03

7D

1.2%

1Y

-3.1%

Hennessy Advisors

Market Cap: US$75.1m

An publicly owned investment manager.

HNNA

US$9.65

7D

-0.3%

1Y

-3.1%

OTC Markets Group

Market Cap: US$619.7m

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

OTCM

US$52.17

7D

-2.6%

1Y

9.9%

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$54.90

7D

0.8%

1Y

-5.9%

Federated Hermes

Market Cap: US$4.1b

A publicly owned investment manager.

FHI

US$56.18

7D

-0.2%

1Y

37.8%

Virtus Investment Partners

Market Cap: US$864.5m

A publicly owned investment manager.

VRTS

US$130.16

7D

0.1%

1Y

-24.5%

Silvercrest Asset Management Group

Market Cap: US$157.3m

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

SAMG

US$13.60

7D

-0.9%

1Y

-16.9%

Franklin Resources

Market Cap: US$11.8b

A publicly owned asset investment manager.

BEN

US$22.91

7D

-4.1%

1Y

19.0%

Cass Information Systems

Market Cap: US$559.8m

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

CASS

US$43.98

7D

-0.5%

1Y

1.7%

Value Line

Market Cap: US$328.1m

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

VALU

US$36.03

7D

-1.8%

1Y

-6.8%

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$4.71

7D

-7.6%

1Y

-51.1%

Radian Group

Market Cap: US$4.4b

Provides mortgage insurance in the United States.

RDN

US$33.09

7D

0.8%

1Y

0.06%

MarketWise

Market Cap: US$307.8m

Operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally.

New

MKTW

US$19.44

7D

19.9%

1Y

92.4%

BlackRock

Market Cap: US$152.4b

A publicly owned investment manager.

BLK

US$934.06

7D

-4.2%

1Y

-1.3%

Central Securities

Market Cap: US$1.4b

Central Securities Corp. is a publicly owned investment manager.

CET

US$48.58

7D

-3.0%

1Y

8.1%

Adams Diversified Equity Fund

Market Cap: US$2.6b

A publicly owned investment manager.

ADX

US$21.04

7D

-4.7%

1Y

10.8%