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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
501
Global Financial Private Client
Florida
$9.29K +$9.09K +139 New
Loomis, Sayles & Company
502
Loomis, Sayles & Company
Massachusetts
$9K -$52.1K -796 -86%
Smithfield Trust
503
Smithfield Trust
Pennsylvania
$9K – – –
Americana Partners
504
Americana Partners
Texas
$9K +$9.49K +145 New
HM Payson & Co
505
HM Payson & Co
Maine
$8K – – –
PMFA
506
Plante Moran Financial Advisors
Michigan
$8K – – –
JFA
507
JNBA Financial Advisors
Minnesota
$8K +$7.98K +122 New
AA
508
Argent Advisors
Louisiana
$8K +$8.5K +130 New
1NWS
509
1 North Wealth Services
Maryland
$7K – – –
CX Institutional
510
CX Institutional
Indiana
$7K – – –
GWMIA
511
Global Wealth Management Investment Advisory
Florida
$7K – – –
SIM
512
Sonora Investment Management
Arizona
$7K – – –
SCA
513
Stonebridge Capital Advisors
Minnesota
$7K +$3.14K +48 +75%
SWA
514
Sutton Wealth Advisors
Florida
$6.82K – – –
Balentine LLC
515
Balentine LLC
Georgia
$6K +$262 +4 +5%
GWS
516
Glassman Wealth Services
Virginia
$6K +$1.24K +19 +24%
MCM
517
MV Capital Management
Maryland
$5K -$2.16K -33 -31%
Covington Capital Management
518
Covington Capital Management
California
$5K +$4.51K +69 New
BFC
519
Bedel Financial Consulting
Indiana
$4K – – –
EWA
520
Evolution Wealth Advisors
Florida
$4K +$327 +5 +10%
HWM
521
Howard Wealth Management
Connecticut
$4K +$4.06K +62 New
Arkadios Wealth Advisors
522
Arkadios Wealth Advisors
Georgia
$3.24K +$3.53K +54 New
CA
523
Centerpoint Advisors
Massachusetts
$3K – – –
LF
524
Lee Financial
Texas
$3K – – –
SWM
525
Selective Wealth Management
Virginia
$3K – – –