Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$758K -$11.2K -73 -1%
MCM
452
Manchester Capital Management
Vermont
$753K +$307 +2 +0%
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$739K +$10.6K +69 +1%
DAM
454
DLD Asset Management
New York
$738K -$1.59M -10,400 -68%
CCM
455
Chicago Capital Management
Illinois
$738K – – –
SAI
456
Systematic Alpha Investments
New Jersey
$735K – – –
SFP
457
Shepherd Financial Partners
Massachusetts
$732K +$760K +4,960 New
WPC
458
Wedmont Private Capital
Pennsylvania
$725K +$72.3K +472 +11%
AWM
459
Avior Wealth Management
Nebraska
$722K -$6.59K -43 -0.9%
TC
460
Taika Capital
Florida
$721K +$749K +4,885 New
OQS
461
Occudo Quantitative Strategies
Florida
$708K +$736K +4,802 New
WFC
462
Western Financial Corp
California
$702K +$59.6K +389 +9%
CG
463
Caprock Group
Idaho
$699K +$179K +1,170 +33%
WJA
464
Willis Johnson & Associates
Texas
$699K +$117K +762 +19%
EB
465
Emprise Bank
Kansas
$684K -$7.66K -50 -1%
AI
466
Atria Investments
North Carolina
$679K +$705K +4,602 New
DWM
467
Drive Wealth Management
Utah
$678K +$11K +72 +2%
CC
468
Corton Capital
Ontario, Canada
$678K -$327K -2,134 -32%
GT
469
Glenview Trust
Kentucky
$664K – – –
PIFP
470
Partners in Financial Planning
Virginia
$663K – – –
MAS
471
Meeder Advisory Services
Ohio
$663K +$192K +1,251 +39%
CM
472
Crystalline Management
Canada
$658K -$849K -5,537 -55%
William Blair & Company
473
William Blair & Company
Illinois
$642K -$151K -987 -18%
SPA
474
Sherbrooke Park Advisers
New York
$642K -$168K -1,097 -20%
GP
475
Greenline Partners
New York
$636K – – –