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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
601
Stevens First Principles Investment Advisors
California
$39K – – –
ST
602
Smithfield Trust
Pennsylvania
$38K – – –
HHMI
603
Howard Hughes Medical Institute
Maryland
$34K -$116K -1,558 -78%
JG
604
Jefferies Group
New York
$31K -$293K -3,930 -91%
QAM
605
QCI Asset Management
New York
$31K – – –
GCM
606
Grisanti Capital Management
New York
$30K – – –
EFSCE
607
Enterprise Financial Services Corp (EFSC)
Missouri
$28K -$7K -94 -20%
OIA
608
Optimum Investment Advisors
Illinois
$26K +$24.6K +330 New
WRM
609
Westport Resources Management
Connecticut
$25K – – –
EWM
610
Evercore Wealth Management
New York
$25K +$3.65K +49 +18%
GGPS
611
Gary Goldberg Planning Services
New York
$23K – – –
MCM
612
Manchester Capital Management
Vermont
$21K – – –
HF
613
Hoxton Financial
West Virginia
$20K -$4.32K -58 -18%
NES
614
New England Securities
New York
$20K +$4.47K +60 +30%
WT
615
Whittier Trust
California
$20K +$18.8K +253 New
WA
616
WealthTrust-Arizona
Arizona
$18K -$59.7K -802 -78%
HR
617
Howe & Rusling
New York
$18K – – –
IA
618
IndexIQ Advisors
New York
$18K +$17.7K +238 New
PSC
619
Prentiss Smith & Co
Vermont
$17K – – –
RA
620
Rational Advisors
New York
$16K – – –
AF
621
Arrow Financial
New York
$15K – – –
Carson Wealth (CWM LLC)
622
Carson Wealth (CWM LLC)
Nebraska
$15K +$14.9K +200 New
JIC
623
Joel Isaacson & Co
New York
$13K – – –
Twin Tree Management
624
Twin Tree Management
Texas
$12K -$350K -4,701 -97%
AFC
625
AFT Forsyth & Company
Florida
$12K – – –