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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
401
Financial Architects (New Jersey)
New Jersey
$157K +$4.51K +100 +3%
IWP
402
Icon Wealth Partners
Texas
$145K +$138K +3,062 New
LWA
403
Lenox Wealth Advisors
New York
$142K – – –
NIM
404
NuWave Investment Management
New Jersey
$141K +$134K +2,961 New
VIA
405
Virtus Investment Advisers
Connecticut
$140K +$133K +2,953 New
MGIA
406
Moneta Group Investment Advisors
Missouri
$136K +$129K +2,855 New
Korea Investment Corp
407
Korea Investment Corp
South Korea
$126K – – –
TRCT
408
Tower Research Capital (TRC)
New York
$126K +$98K +2,172 +453%
IA
409
IFP Advisors
Florida
$122K -$16.6K -367 -13%
WAM
410
Wealthspire Advisors (Maryland)
Maryland
$110K +$10.4K +231 +11%
CM
411
CoreCommodity Management
Connecticut
$108K +$102K +2,265 New
RWA
412
Ropes Wealth Advisors
Massachusetts
$104K -$36.1K -800 -27%
HNB
413
Huntington National Bank
Ohio
$99K +$451 +10 +0.5%
CAM
414
Close Asset Management
United Kingdom
$95K – – –
CIM
415
Contravisory Investment Management
Massachusetts
$95K – – –
WAP
416
Wealthcare Advisory Partners
Pennsylvania
$95K +$23.9K +529 +36%
IWM
417
IHT Wealth Management
Illinois
$90K +$58.6K +1,299 +312%
BBHC
418
Brown Brothers Harriman & Co
New York
$89K +$857 +19 +1%
GT
419
Glenmede Trust
Pennsylvania
$83K -$1.17K -26 -1%
PHK
420
Point72 Hong Kong
Hong Kong
$80K +$76.4K +1,694 New
IA
421
IndexIQ Advisors
New York
$63K +$9.79K +217 +19%
ADL
422
Asset Dedication LLC
California
$57K – – –
PA
423
Parallel Advisors
California
$56K +$4.01K +89 +8%
FPFS
424
First Personal Financial Services
North Carolina
$55K +$52K +1,153 New
STA
425
Summit Trail Advisors
New York
$52K +$44.1K +977 New