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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 |
|
|---|---|---|---|---|---|---|
| 526 |
FHA
526
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$1K | -37 | Closed |
|
| 527 |
KFS
527
Kelly Financial Services
Braintree,
Massachusetts
| – | -$1.35K | -33 | Closed |
|
| 528 |
WCG
528
Weaver Consulting Group
Huntington Beach,
California
| – | -$1K | -26 | Closed |
|
| 529 |
BCM
529
Bourgeon Capital Management
Darien,
Connecticut
| – | -$1K | -24 | Closed |
|
| 530 |
TWA
530
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1K | -19 | Closed |
|
| 531 |
AWM
531
Avior Wealth Management
Omaha,
Nebraska
| – | -$545 | -12 | -50% |
|
| 532 |
FGAM
532
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$273 | +6 | New |
|
| 533 |
MA
533
MUFG Americas
New York
| – | +$409 | +9 | New |
|
| 534 |
LWM
534
Liberty Wealth Management
Oakland,
California
| – | +$500 | +11 | New |
|
| 535 |
COCM
535
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | +$3.91K | +86 | New |
|