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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
426
Close Asset Management
United Kingdom
$88K – – –
SLF
427
Sun Life Financial
Ontario, Canada
$87K +$92.5K +1,979 +28,271%
BBHC
428
Brown Brothers Harriman & Co
New York
$81K -$6.03K -129 -7%
DADC
429
D.A. Davidson & Co
Montana
$64K -$1.96K -42 -3%
PA
430
Parallel Advisors
California
$64K +$32.8K +701 +95%
PFPT
431
Pinnacle Financial Partners (Tennessee)
Tennessee
$54K +$57.5K +1,230 New
ADL
432
Asset Dedication LLC
California
$53K – – –
BAM
433
Bruderman Asset Management
New York
$50K +$52.8K +1,129 New
EWM
434
Evercore Wealth Management
New York
$47K – – –
ClearBridge Investments
435
ClearBridge Investments
New York
$44K – – –
SIAS
436
Shine Investment Advisory Services
Colorado
$43K +$45.4K +972 New
ASN
437
Advisory Services Network
Georgia
$39K -$10.9K -234 -21%
FMLI
438
Fukoku Mutual Life Insurance
Japan
$39K – – –
SFG
439
SevenBridge Financial Group
Pennsylvania
$35K – – –
FWM
440
Focused Wealth Management
New York
$32K -$23.4K -500 -41%
WTB
441
Washington Trust Bank
Washington
$28K -$1.87K -40 -6%
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$28K +$2.57K +55 +9%
GLI
443
Guardian Life Insurance
New York
$27K -$20K -428 -41%
HCC
444
Hirtle Callaghan & Co
Pennsylvania
$26K -$6.82K -146 -20%
WA
445
Winfield Associates
Ohio
$23K +$24.9K +533 New
OFW
446
Omnia Family Wealth
Florida
$21K +$2.24K +48 +11%
FCMT
447
Founders Capital Management (Texas)
Texas
$18K – – –
QAM
448
QCI Asset Management
New York
$18K – – –
MFW
449
Mosaic Family Wealth
Missouri
$18K +$93 +2 +0.5%
CFA
450
Carroll Financial Associates
North Carolina
$17K – – –