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HES
Hess
Delisted
HES was delisted on the 17th of July, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 501 |
NC
501
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$2K | -47 | Closed |
|
| 502 |
LF
502
Lee Financial
Dallas,
Texas
| – | -$2K | -40 | Closed |
|
| 503 |
CCA
503
Column Capital Advisors
Indianapolis,
Indiana
| – | -$1K | -21 | Closed |
|
| 504 |
504
Bank Julius Baer & Co
Zurich,
Switzerland
| – | -$1K | -16 | Closed |
|
| 505 |
LAS
505
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$1K | -15 | Closed |
|
| 506 |
AWM
506
Avior Wealth Management
Omaha,
Nebraska
| – | +$570 | +12 | +100% |
|
| 507 |
PCS
507
Personal CFO Solutions
Chester,
New Jersey
| – | +$12.4K | +262 | +2% |
|