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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
HB Wealth Management
451
HB Wealth Management
Georgia
– -$868K -6,268 Closed
MSA
452
MUFG Securities Americas
New York
– -$851K -6,144 Closed
D.A. Davidson & Co
453
D.A. Davidson & Co
Montana
– -$836K -6,036 Closed
CAS
454
CTC Alternative Strategies
Illinois
– -$831K -5,995 Closed
QIM
455
Quantitative Investment Management
Virginia
– -$820K -5,921 Closed
Moran Wealth Management
456
Moran Wealth Management
Florida
– -$809K -5,838 Closed
B. Metzler seel. Sohn & Co
457
B. Metzler seel. Sohn & Co
Germany
– -$807K -5,826 Closed
CA
458
Cornerstone Advisors
North Carolina
– -$804K -5,800 Closed
WhitTier Trust Company
459
WhitTier Trust Company
Nevada
– -$798K -5,757 Closed
LFA
460
Legacy Financial Advisors
Kentucky
– -$797K -5,753 Closed
Fidelity International
461
Fidelity International
Bermuda
– -$786K -5,671 Closed
KWM
462
Kiker Wealth Management
Georgia
– -$785K -5,669 Closed
LGT Group Foundation
463
LGT Group Foundation
Liechtenstein
– -$775K -5,596 Closed
BB
464
Bell Bank
North Dakota
– -$771K -5,567 Closed
MA
465
MONECO Advisors
Connecticut
– -$757K -5,463 Closed
AA
466
Armis Advisers
Georgia
– -$837K -5,461 Closed
4WM
467
44 Wealth Management
Oregon
– -$750K -5,412 Closed
HCA
468
Harbor Capital Advisors
Illinois
– -$746K -5,385 Closed
CPC
469
Congress Park Capital
New York
– -$726K -5,240 Closed
WAAG
470
Wealth Alliance Advisory Group
Kansas
– -$722K -5,211 Closed
Bessemer Group
471
Bessemer Group
New Jersey
– -$720K -5,194 Closed
Wedmont Private Capital
472
Wedmont Private Capital
Pennsylvania
– -$781K -5,176 Closed
Callan Family Office
473
Callan Family Office
Pennsylvania
– -$715K -5,161 Closed
TD Private Client Wealth
474
TD Private Client Wealth
New York
– -$714K -5,153 Closed
TCWM
475
Total Clarity Wealth Management
Illinois
– -$707K -5,100 Closed