Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
PFMU
401
Privium Fund Management (UK)
United Kingdom
$1.14M +$1.19M +7,750 New
CG
402
Cynosure Group
Utah
$1.14M +$204K +1,328 +21%
FTDI
403
First Trust Direct Indexing
Massachusetts
$1.13M +$233K +1,522 +25%
FCH
404
Freestone Capital Holdings
Washington
$1.12M -$3.22K -21 -0.3%
VA
405
Vident Advisory
Georgia
$1.12M +$575K +3,749 +98%
FAM
406
Family Asset Management
South Carolina
$1.11M -$307K -2,000 -21%
IFWM
407
Institute for Wealth Management
Colorado
$1.1M +$3.98K +26 +0.3%
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$1.09M +$23.5K +153 +2%
MA
409
MONECO Advisors
Connecticut
$1.07M +$307K +2,000 +38%
1IA
410
1834 Investment Advisors
Wisconsin
$1.07M -$80.5K -525 -7%
LIP
411
Lighthouse Investment Partners
Florida
$1.05M +$1.09M +7,119 New
SC
412
Syon Capital
California
$1.04M +$8.12K +53 +0.8%
CAPTRUST Financial Advisors
413
CAPTRUST Financial Advisors
North Carolina
$1.04M +$11.8K +77 +1%
AG
414
AlTi Global
New York
$1.04M +$1.08M +7,068 New
CPM
415
Connective Portfolio Management
New York
$1.02M – – –
EP
416
Edgestream Partners
New Jersey
$1.02M +$737K +4,807 +229%
Envestnet Portfolio Solutions
417
Envestnet Portfolio Solutions
Illinois
$1.01M +$753K +4,911 +255%
CPC
418
Congress Park Capital
New York
$1M -$54K -352 -5%
Group One Trading
419
Group One Trading
Illinois
$986K +$1.02M +6,683 New
BCI
420
Brinker Capital Investments
Pennsylvania
$975K -$65.1K -425 -6%
OPS
421
Orion Portfolio Solutions
Nebraska
$975K -$65.1K -425 -6%
MIF
422
Mediolanum International Funds
Ireland
$972K +$61.9K +404 +6%
MC
423
Machina Capital
France
$970K +$625K +4,077 +163%
First Manhattan
424
First Manhattan
New York
$941K – – –
BFPW
425
BOK Financial Private Wealth
Colorado
$939K -$15.9K -104 -2%