Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
601
Key Financial Inc
Pennsylvania
$193K – – –
RFA
602
Resurgent Financial Advisors
Georgia
$175K +$177K +1,290 New
KTC
603
Kistler-Tiffany Companies
Pennsylvania
$158K +$159K +1,163 New
FHA
604
First Horizon Advisors
Tennessee
$156K +$1.64K +12 +1%
SS
605
Sunbelt Securities
Texas
$145K – – –
HFM
606
Harvest Fund Management
China
$143K -$217K -1,589 -60%
NRG
607
Nemes Rush Group
Michigan
$143K +$144K +1,050 New
GBT
608
Grove Bank & Trust
Florida
$139K -$4.93K -36 -3%
FCMT
609
Founders Capital Management (Texas)
Texas
$136K – – –
MHR
610
Matthew Hamilton Rosenberg
$134K +$137 +1 +0.1%
CSWM
611
Cassady Schiller Wealth Management
Ohio
$130K – – –
PWMG
612
Prestige Wealth Management Group
New Jersey
$126K – – –
CAM
613
Close Asset Management
United Kingdom
$109K – – –
AA
614
Alta Advisers
United Kingdom
$109K – – –
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$105K – – –
LFA
616
Level Financial Advisors
New York
$105K – – –
O
617
Ossiam
France
$100K -$1.01M -7,356 -91%
BBHC
618
Brown Brothers Harriman & Co
New York
$91.4K -$29.2K -213 -24%
Canada Pension Plan Investment Board
619
Canada Pension Plan Investment Board
Ontario, Canada
$84.4K +$83.6K +611 +6,110%
SC
620
SouthState Corp
Florida
$83.6K – – –
BC
621
Bartlett & Co
Ohio
$82K +$82.1K +600 New
GFL
622
Granite FO LLC
New Hampshire
$81.6K -$27.4K -200 -25%
CT
623
Caldwell Trust
Florida
$81.6K – – –
BCWM
624
Bartlett & Co Wealth Management
Ohio
$81.6K +$82.1K +600 New
GTAM
625
Global Trust Asset Management
Florida
$76.7K – – –