Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
626
Evercore Wealth Management
New York
$16K -$9.26K -114 -36%
RA
627
Rational Advisors
New York
$16K -$1.06K -13 -6%
AF
628
Arrow Financial
New York
$16K – – –
JIC
629
Joel Isaacson & Co
New York
$14K – – –
JIR
630
James Investment Research
Ohio
$12K – – –
TWA
631
TCI Wealth Advisors
Arizona
$11K – – –
LWM
632
LBA Wealth Management
Florida
$9K +$8.93K +110 New
DAM
633
Delta Asset Management
Tennessee
$8K – – –
S
634
SignatureFD
Georgia
$7K -$3.09K -38 -31%
PSI
635
Pinnacle Summer Investments
Virginia
$7K – – –
TFO
636
Tarbox Family Office
California
$7K +$6.82K +84 New
WA
637
Waverly Advisors
Alabama
$5K – – –
OC
638
Oakworth Capital
Alabama
$5K +$4.95K +61 New
WF
639
WealthTrust Fairport
Ohio
$3K -$4.22K -52 -60%
FAM
640
Fred Alger Management
New York
$3K – – –
CAW
641
Cornerstone Advisors (Washington)
Washington
$3K +$244 +3 +9%
LWA
642
Lenox Wealth Advisors
New York
$3K +$3.09K +38 New
WA
643
WFG Advisors
Texas
$2K – – –
ASN
644
Advisory Services Network
Georgia
$2K +$1.79K +22 New
TIM
645
Tortoise Investment Management
New York
$1K – – –
WIL
646
Winifred I. Li
$1K – – –
RWM
647
Raffa Wealth Management
District of Columbia
$517 +$569 +7 New
HCM
648
Highfields Capital Management
Massachusetts
– -$273M -3,533,480 Closed
ECP
649
Empyrean Capital Partners
California
– -$176M -2,275,200 Closed
AC
650
Alleghany Corporation
New York
– -$79.5M -1,027,500 Closed