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Delisted

HES was delisted on the 17th of July, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
Vestcor Inc
351
Vestcor Inc
New Brunswick, Canada
$719K +$12.2K +110 +2%
CTA
352
Chesley Taft & Associates
Illinois
$716K -$43.8K -395 -6%
PIFP
353
Partners in Financial Planning
Virginia
$711K – – –
Peapack-Gladstone Financial Corp
354
Peapack-Gladstone Financial Corp
New Jersey
$706K -$46K -415 -6%
E
355
Ergoteles
New York
$703K +$287K +2,594 +67%
SAM
356
Strategy Asset Managers
California
$701K +$713K +6,435 New
MAM
357
Meeder Asset Management
Ohio
$693K +$78.8K +711 +13%
FI
358
Financial Insights
Washington
$693K +$705K +6,360 New
DWM
359
Drive Wealth Management
Utah
$681K +$57.1K +515 +9%
Brinker Capital Investments
360
Brinker Capital Investments
Pennsylvania
$679K -$10.9K -98 -2%
SP
361
Symmetry Partners
Connecticut
$660K – – –
CC
362
Claybrook Capital
Massachusetts
$654K – – –
HA
363
Harbor Advisors
Florida
$654K – – –
KIC
364
Keating Investment Counselors
Florida
$638K – – –
Advisor Partners II
365
Advisor Partners II
California
$638K +$649K +5,857 New
Y-Intercept (HK)
366
Y-Intercept (HK)
Hong Kong
$627K +$637K +5,751 New
Ethic Inc
367
Ethic Inc
New York
$621K +$123K +1,112 +24%
Cerity Partners
368
Cerity Partners
New York
$615K +$90K +812 +17%
Pathstone Family Office
369
Pathstone Family Office
New Jersey
$608K +$103K +925 +20%
BB
370
Bell Bank
North Dakota
$607K -$11.5K -104 -2%
Acadian Asset Management
371
Acadian Asset Management
Massachusetts
$603K -$7.01M -63,248 -92%
Williams Jones Wealth Management
372
Williams Jones Wealth Management
New York
$601K – – –
Laird Norton Wetherby Wealth Management
373
Laird Norton Wetherby Wealth Management
California
$600K +$190K +1,716 +45%
Flow Traders U.S.
374
Flow Traders U.S.
New York
$600K +$610K +5,505 New
LFA
375
Legacy Financial Advisors
Kentucky
$594K +$3.99K +36 +0.7%