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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
APIM
501
Agate Pass Investment Management
Washington
$540K – – –
MAS
502
Meeder Advisory Services
Ohio
$540K -$71.8K -516 -11%
Avantax Advisory Services
503
Avantax Advisory Services
Texas
$529K -$18.4K -132 -3%
Fidelity International
504
Fidelity International
Bermuda
$527K – – –
FAM
505
Formidable Asset Management
Ohio
$524K -$10.6K -76 -2%
Confluence Investment Management
506
Confluence Investment Management
Missouri
$524K +$42.1K +303 +9%
Wedmont Private Capital
507
Wedmont Private Capital
Pennsylvania
$517K -$167K -1,200 -25%
Atria Investments
508
Atria Investments
North Carolina
$513K -$114K -821 -18%
Horizon Investments
509
Horizon Investments
North Carolina
$509K -$3.34K -24 -0.6%
Bleakley Financial Group
510
Bleakley Financial Group
New Jersey
$509K -$209K -1,501 -29%
Greenleaf Trust
511
Greenleaf Trust
Michigan
$508K +$80.7K +580 +18%
OMC
512
Overbrook Management Corp
New York
$507K -$36.9K -265 -7%
Brinker Capital Investments
513
Brinker Capital Investments
Pennsylvania
$501K -$406K -2,916 -44%
Orion Portfolio Solutions
514
Orion Portfolio Solutions
Nebraska
$501K -$406K -2,916 -44%
Sapient Capital
515
Sapient Capital
Indiana
$498K -$30K -216 -6%
Savant Capital
516
Savant Capital
Illinois
$497K +$52.4K +377 +11%
GCP
517
GSA Capital Partners
United Kingdom
$496K +$508K +3,651 New
Integrated Wealth Concepts
518
Integrated Wealth Concepts
Massachusetts
$495K +$56.2K +404 +12%
SWM
519
SeaCrest Wealth Management
New York
$492K +$139 +1 +0%
Banco Santander
520
Banco Santander
Spain
$490K +$131K +944 +35%
Oppenheimer Asset Management
521
Oppenheimer Asset Management
New York
$488K -$10.8K -78 -2%
QWM
522
Quadcap Wealth Management
Texas
$483K -$6.26K -45 -1%
Sequoia Financial Advisors
523
Sequoia Financial Advisors
Ohio
$476K -$50.2K -361 -9%
KIC
524
Keating Investment Counselors
Florida
$467K – – –
XTX Topco
525
XTX Topco
Cayman Islands
$464K -$892K -6,412 -65%