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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
CP
501
Covenant Partners
Tennessee
$208K – – –
SIM
502
Sentry Investment Management
Wisconsin
$205K – – –
Atria Wealth Solutions
503
Atria Wealth Solutions
New York
$201K -$90.4K -816 -31%
WFA
504
Wipfli Financial Advisors
Wisconsin
$191K +$195K +1,757 New
SignatureFD
505
SignatureFD
Georgia
$182K +$57.5K +519 +45%
Parallel Advisors
506
Parallel Advisors
California
$176K +$11.2K +101 +7%
Quadrant Capital Group
507
Quadrant Capital Group
Ohio
$172K +$38.7K +349 +28%
First Horizon Advisors
508
First Horizon Advisors
Tennessee
$170K -$4.54K -41 -3%
Cullen/Frost Bankers
509
Cullen/Frost Bankers
Texas
$164K +$4.88K +44 +3%
KFI
510
Key Financial Inc
Pennsylvania
$159K – – –
Allworth Financial
511
Allworth Financial
California
$144K +$21.5K +194 +17%
ALAM
512
Asahi Life Asset Management
Japan
$142K +$144K +1,300 New
ARIS
513
Advanced Research Investment Solutions
California
$129K +$131K +1,186 New
Blue Trust Inc
514
Blue Trust Inc
Georgia
$116K +$36K +325 +43%
Close Asset Management
515
Close Asset Management
United Kingdom
$109K – – –
FCMT
516
Founders Capital Management (Texas)
Texas
$109K – – –
MHR
517
Matthew Hamilton Rosenberg
$107K – – –
Ancora Advisors
518
Ancora Advisors
Ohio
$106K – – –
APP
519
Alpha Paradigm Partners
Illinois
$104K – – –
PWMG
520
Prestige Wealth Management Group
New Jersey
$102K – – –
FF
521
FourThought Financial
Florida
$91K – – –
C
522
Covestor
United Kingdom
$88K -$13.1K -118 -13%
AA
523
Alta Advisers
United Kingdom
$87K +$88.7K +800 New
Farmers & Merchants Investments Inc
524
Farmers & Merchants Investments Inc
Nebraska
$84K +$3.88K +35 +5%
LFA
525
Level Financial Advisors
New York
$83K +$222 +2 +0.3%