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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
Williams Jones Wealth Management
476
Williams Jones Wealth Management
New York
$635K -$30.7K -200 -4%
SP
477
Symmetry Partners
Connecticut
$634K -$19.6K -128 -3%
Capstone Investment Advisors
478
Capstone Investment Advisors
New York
$633K +$537K +3,506 +446%
NRS
479
Neville Rodie & Shaw
New York
$616K – – –
Coldstream Capital Management
480
Coldstream Capital Management
Washington
$607K -$85.1K -555 -12%
FI
481
Financial Insights
Washington
$607K -$109K -709 -15%
PCS
482
Personal CFO Solutions
New Jersey
$600K +$207K +1,351 +50%
Choreo LLC
483
Choreo LLC
Illinois
$599K +$620K +4,048 New
Regions Financial Corp
484
Regions Financial Corp
Alabama
$595K -$766 -5 -0.1%
FRA
485
Frank Rimerman Advisors
California
$595K +$608K +3,967 +6,011%
Avantax Advisory Services
486
Avantax Advisory Services
Texas
$595K +$359K +2,344 +139%
WAAG
487
Wealth Alliance Advisory Group
Kansas
$592K +$615K +4,010 New
PP
488
Paloma Partners
Connecticut
$590K +$287K +1,872 +88%
OMC
489
Overbrook Management Corp
New York
$589K – – –
APIM
490
Agate Pass Investment Management
Washington
$587K -$61.3K -400 -9%
FAM
491
Formidable Asset Management
Ohio
$581K -$77.4K -505 -11%
Sapient Capital
492
Sapient Capital
Indiana
$573K +$6.28K +41 +1%
Fidelity International
493
Fidelity International
Bermuda
$573K – – –
Sequoia Financial Advisors
494
Sequoia Financial Advisors
Ohio
$570K +$55.9K +365 +10%
Park Avenue Securities
495
Park Avenue Securities
New York
$559K +$313K +2,040 +117%
Horizon Investments
496
Horizon Investments
North Carolina
$557K +$9.2K +60 +2%
Oppenheimer Asset Management
497
Oppenheimer Asset Management
New York
$541K +$145K +948 +35%
Steward Partners Investment Advisory
498
Steward Partners Investment Advisory
New York
$539K +$1.23K +8 +0.2%
SWM
499
SeaCrest Wealth Management
New York
$534K +$307 +2 +0.1%
QWM
500
Quadcap Wealth Management
Texas
$531K +$552K +3,601 New