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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
451
Bornite Capital Management
New York
$765K -$22.6M -150,000 -97%
AIM
452
Aquila Investment Management
New York
$765K – – –
SM
453
Southport Management
Wyoming
$765K +$753K +5,000 New
SAI
454
Systematic Alpha Investments
New Jersey
$762K – – –
SP
455
Symmetry Partners
Connecticut
$755K – – –
AIM
456
Ausbil Investment Management
Australia
$746K +$753K +5,000 New
Cerity Partners
457
Cerity Partners
New York
$740K -$265K -1,759 -27%
SC
458
Syon Capital
California
$736K +$724K +4,811 New
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$734K -$14.2K -94 -2%
WFC
460
Western Financial Corp
California
$727K -$724K -4,808 -50%
Diversified Trust
461
Diversified Trust
Tennessee
$713K +$235K +1,558 +50%
APIM
462
Agate Pass Investment Management
Washington
$708K -$7.53K -50 -1%
MML Investors Services
463
MML Investors Services
Massachusetts
$708K -$164K -1,089 -19%
Williams Jones Wealth Management
464
Williams Jones Wealth Management
New York
$704K -$105K -700 -13%
WW
465
Waterfront Wealth
Kansas
$701K +$16.9K +112 +3%
Glenview Trust
466
Glenview Trust
Kentucky
$689K – – –
PIFP
467
Partners in Financial Planning
Virginia
$688K – – –
WI
468
Wahed Invest
New York
$680K +$67.6K +449 +11%
CT
469
Chicago Trust
Illinois
$676K +$13.1K +87 +2%
ZDA
470
Zweig-DiMenna Associates
New York
$672K – – –
DWM
471
Drive Wealth Management
Utah
$670K +$30.1K +200 +5%
OTL
472
Oak Thistle LLC
New York
$668K +$658K +4,367 New
GP
473
Greenline Partners
New York
$657K – – –
Maverick Capital
474
Maverick Capital
Texas
$642K +$632K +4,197 New
Lido Advisors
475
Lido Advisors
California
$642K +$30.7K +204 +5%