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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
501
Bruderman Asset Management
New York
$15K – – –
WA
502
Waverly Advisors
Alabama
$15K +$16.9K +296 New
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$15K +$17.2K +300 New
WEC
504
Winslow Evans & Crocker
Massachusetts
$14.5K -$2.75K -48 -14%
S
505
SignatureFD
Georgia
$14K +$10.4K +182 +196%
ZB
506
Zions Bancorporation
Utah
$14K +$12.4K +216 New
BCA
507
Bray Capital Advisors
Florida
$13K -$22.9K -400 -62%
CFA
508
Camarda Financial Advisors
Florida
$13K +$14.3K +250 New
LWM
509
Lenox Wealth Management
Ohio
$12K – – –
GAM
510
Gemmer Asset Management
California
$12K +$1.43K +25 +12%
ASN
511
Advisory Services Network
Georgia
$12K +$4.81K +84 +57%
QCG
512
Quadrant Capital Group
Ohio
$11K -$458 -8 -3%
PSC
513
Prentiss Smith & Co
Vermont
$11K – – –
CCS
514
Crosspoint Capital Strategies
California
$11K +$13.1K +229 New
Lazard Asset Management
515
Lazard Asset Management
New York
$10K -$929K -16,227 -99%
WAM
516
Wolverine Asset Management
Illinois
$10K -$280K -4,900 -96%
EWM
517
Evercore Wealth Management
New York
$10K – – –
HCMT
518
Highland Capital Management (Tennessee)
Tennessee
$10K – – –
ST
519
Smithfield Trust
Pennsylvania
$9K – – –
TF
520
Tompkins Financial
New York
$9K – – –
TWA
521
TCI Wealth Advisors
Arizona
$9K +$1.09K +19 +12%
CHP
522
Cable Hill Partners
Oregon
$9K +$4.24K +74 +72%
JIC
523
Joel Isaacson & Co
New York
$8K -$11.8K -207 -55%
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$3.83K -67 -30%
BCM
525
Brookstone Capital Management
Illinois
$8K – – –