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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
451
Bessemer Group
New Jersey
$903K -$2.05M -14,115 -70%
Wealth Enhancement Advisory Services
452
Wealth Enhancement Advisory Services
Minnesota
$892K +$103K +706 +14%
LFA
453
Legacy Financial Advisors
Kentucky
$876K +$6.97K +48 +0.8%
P
454
Pitcairn
Pennsylvania
$859K -$87.6K -603 -10%
SAM
455
Shell Asset Management
Netherlands
$853K -$476K -3,279 -36%
Connectus Wealth
456
Connectus Wealth
Ohio
$850K +$11.8K +81 +1%
BB
457
Bell Bank
North Dakota
$850K – – –
Pinnacle Associates
458
Pinnacle Associates
New York
$845K +$11.8K +81 +1%
SPA
459
Sherbrooke Park Advisers
New York
$832K +$791K +5,449 New
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$831K +$57.5K +396 +8%
Blackstone Inc
461
Blackstone Inc
New York
$829K +$788K +5,429 New
WI
462
Wahed Invest
New York
$829K +$97.6K +672 +14%
William Blair & Company
463
William Blair & Company
Illinois
$815K -$58.5K -403 -7%
Osaic Holdings
464
Osaic Holdings
Arizona
$808K -$817K -5,623 -52%
MA
465
MONECO Advisors
Connecticut
$799K +$760K +5,232 New
MC
466
Meteora Capital
Florida
$798K +$759K +5,225 New
Laird Norton Wetherby Wealth Management
467
Laird Norton Wetherby Wealth Management
California
$796K -$57.2K -394 -7%
LA
468
Legacy Advisors
Pennsylvania
$786K -$99.9K -688 -12%
Bleakley Financial Group
469
Bleakley Financial Group
New Jersey
$786K -$1.07M -7,348 -59%
MCM
470
Manchester Capital Management
Vermont
$779K +$9.88K +68 +1%
Simplicity Wealth
471
Simplicity Wealth
New Jersey
$778K +$740K +5,095 New
Great Lakes Advisors
472
Great Lakes Advisors
Illinois
$774K -$61.6K -424 -8%
Beacon Pointe Advisors
473
Beacon Pointe Advisors
California
$774K +$65.9K +454 +10%
CCM
474
Chicago Capital Management
Illinois
$763K +$726K +5,000 New
Focus Partners Advisor Solutions
475
Focus Partners Advisor Solutions
Missouri
$762K +$725K +4,993 New