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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
501
Blackstone Inc
New York
$602K – – –
CT
502
Chicago Trust
Illinois
$601K -$132K -945 -17%
Glenview Trust
503
Glenview Trust
Kentucky
$599K -$140 -1 -0%
PIFP
504
Partners in Financial Planning
Virginia
$598K – – –
Coldstream Capital Management
505
Coldstream Capital Management
Washington
$593K +$40.4K +289 +7%
Caprock Group
506
Caprock Group
Idaho
$590K +$49.9K +357 +9%
Engineers Gate Manager
507
Engineers Gate Manager
New York
$577K +$606K +4,341 New
GP
508
Greenline Partners
New York
$571K – – –
BW
509
Bison Wealth
Georgia
$566K +$21.4K +153 +4%
RBWA
510
RFG - Bristol Wealth Advisors
Massachusetts
$562K +$590K +4,226 New
Canada Post Corporation Pension Plan
511
Canada Post Corporation Pension Plan
Canada
$558K +$586K +4,197 New
Wedmont Private Capital
512
Wedmont Private Capital
Pennsylvania
$556K +$31K +222 +6%
NRS
513
Neville Rodie & Shaw
New York
$555K – – –
AE Wealth Management
514
AE Wealth Management
Kansas
$549K +$241K +1,727 +72%
MLL
515
Moody Lynn & Lieberson
Massachusetts
$548K -$69.8K -500 -11%
Confluence Investment Management
516
Confluence Investment Management
Missouri
$548K +$35.6K +255 +7%
Savant Capital
517
Savant Capital
Illinois
$544K +$59.3K +425 +12%
MSA
518
MUFG Securities Americas
New York
$543K +$570K +4,081 New
WAAG
519
Wealth Alliance Advisory Group
Kansas
$534K +$140 +1 +0%
Williams Jones Wealth Management
520
Williams Jones Wealth Management
New York
$532K – – –
DWM
521
Drive Wealth Management
Utah
$532K -$30.4K -218 -5%
Sequoia Financial Advisors
522
Sequoia Financial Advisors
Ohio
$530K +$66.5K +476 +14%
Avantax Advisory Services
523
Avantax Advisory Services
Texas
$528K +$10.2K +73 +2%
BFPW
524
BOK Financial Private Wealth
Colorado
$525K -$176K -1,259 -24%
Choreo LLC
525
Choreo LLC
Illinois
$524K -$63.7K -456 -10%