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HEP
Holly Energy Partners, L.P.
Delisted
HEP was delisted on the 30th of November, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 76 |
HPC
76
HM Payson & Co
Portland,
Maine
| – | -$30.5K | -1,390 | Closed |
|
| 77 |
TF
77
Tompkins Financial
Ithaca,
New York
| – | -$19.8K | -900 | Closed |
|
| 78 |
AFG
78
Albion Financial Group
Salt Lake City,
Utah
| – | -$15.5K | -707 | Closed |
|
| 79 |
LWANC
79
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$13.2K | -600 | Closed |
|
| 80 |
WT
80
Whittier Trust
South Pasadena,
California
| – | -$9.86K | -449 | Closed |
|
| 81 |
MFC
81
Mechanics Financial Corp
Mansfield,
Ohio
| – | -$8.78K | -400 | Closed |
|
| 82 |
SC
82
Stephens Consulting
Flint,
Michigan
| – | -$4.39K | -200 | Closed |
|
| 83 |
NFSG
83
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$3.56K | -162 | Closed |
|
| 84 |
AF
84
Allworth Financial
Folsom,
California
| – | -$2.76K | -126 | Closed |
|
| 85 |
AF
85
Advisornet Financial
Minnetonka,
Minnesota
| – | -$2.15K | -98 | Closed |
|
| 86 |
HI
86
Harbour Investments
Madison,
Wisconsin
| – | -$1.65K | -75 | Closed |
|