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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
526
Prestige Wealth Management Group
New Jersey
$100K -$203K -2,140 -70%
Simplex Trading
527
Simplex Trading
Illinois
$98K -$549K -5,787 -86%
JAM
528
JCIC Asset Management
Ontario, Canada
$95K – – –
Quadrant Capital Group
529
Quadrant Capital Group
Ohio
$93K +$3.13K +33 +4%
Allworth Financial
530
Allworth Financial
California
$91K +$80K +843 +16,860%
Close Asset Management
531
Close Asset Management
United Kingdom
$89K – – –
FF
532
FourThought Financial
Florida
$89K – – –
DMBA
533
Deseret Mutual Benefit Administrators
Utah
$83K -$22.6K -238 -24%
LFA
534
Level Financial Advisors
New York
$82K +$190 +2 +0.3%
Farmers & Merchants Investments Inc
535
Farmers & Merchants Investments Inc
Nebraska
$79K +$474 +5 +0.7%
AWA
536
Aaron Wealth Advisors
Illinois
$78.7K +$69.7K +735 New
IFP Advisors
537
IFP Advisors
Florida
$74K +$70.8K +747 +1,052%
EverSource Wealth Advisors
538
EverSource Wealth Advisors
Alabama
$70K +$52.9K +558 +564%
FCMT
539
Founders Capital Management (Texas)
Texas
$67K – – –
SouthState Corp
540
SouthState Corp
Florida
$66K – – –
CT
541
Caldwell Trust
Florida
$64.2K – – –
Aquatic Capital Management
542
Aquatic Capital Management
Illinois
$54K +$47.4K +500 New
HWMA
543
Heritage Wealth Management (Arizona)
Arizona
$54K +$47.5K +501 New
CNBTD
544
Citizens National Bank Trust Department
Mississippi
$52K – – –
CH
545
Canton Hathaway
Rhode Island
$51K – – –
APA
546
American Portfolios Advisors
New York
$48.5K – – –
Federation des caisses Desjardins du Quebec
547
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.2K – – –
Pinnacle Financial Partners (Tennessee)
548
Pinnacle Financial Partners (Tennessee)
Tennessee
$48K +$18.5K +195 +78%
T
549
TCWP
Ohio
$42K +$37.6K +396 New
Spire Wealth Management
550
Spire Wealth Management
Virginia
$37K -$66.2K -698 -67%