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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
JAM
751
JCIC Asset Management
Ontario, Canada
$15.3K – – –
WAM
752
WFA Asset Management
Wisconsin
$15.3K +$14.5K +100 New
IFAM
753
Institutional & Family Asset Management
Colorado
$15.1K +$3.49K +24 +32%
VNA
754
Valley National Advisers
Pennsylvania
$15K +$8.57K +59 +148%
PB
755
Pinnacle Bancorp
Nebraska
$15K -$2.32K -16 -14%
VWM
756
Venturi Wealth Management
Texas
$15K +$5.81K +40 +69%
PWMG
757
Private Wealth Management Group
New Jersey
$14.3K – – –
Blue Trust Inc
758
Blue Trust Inc
Georgia
$13.9K -$171K -1,178 -93%
LI
759
LRI Investments
Florida
$13.6K +$12.9K +89 New
Allianz
760
Allianz
Germany
$13.4K +$12.8K +88 New
BOK Financial
761
BOK Financial
Oklahoma
$13.3K -$9.88K -68 -44%
FMP
762
Financial Management Professionals
Texas
$13K – – –
CA
763
Crewe Advisors
Utah
$12.8K +$12.2K +84 New
TSWM
764
Tyler-Stone Wealth Management
Ohio
$12.5K – – –
IBOK
765
Independence Bank of Kentucky
Kentucky
$12.1K +$7.26K +50 +172%
CA
766
Continuum Advisory
Idaho
$11.8K +$10.7K +74 New
RCM
767
Raleigh Capital Management
North Carolina
$11.4K +$6.68K +46 +159%
QL
768
Quarry LP
New York
$11.4K +$10.9K +75 New
CFD
769
Creative Financial Designs
Indiana
$11.3K – – –
Jones Financial Companies
770
Jones Financial Companies
Missouri
$11K -$2.76K -19 -21%
AF
771
Advisornet Financial
Minnesota
$10.9K -$6.83K -47 -40%
OPTFSNA
772
Old Point Trust & Financial Services N A
Virginia
$10.7K – – –
FRA
773
Frank Rimerman Advisors
California
$10.1K – – –
CFGS
774
Concourse Financial Group Securities
Alabama
$10.1K +$871 +6 +10%
TWD
775
True Wealth Design
Ohio
$9.62K +$871 +6 +11%