Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
751
SJS Investment Consulting
Ohio
$7.08K – – –
ADL
752
Asset Dedication LLC
California
$7.08K – – –
BIA
753
Bell Investment Advisors
California
$7.08K +$1.69K +11 +30%
S
754
Sachetta
Massachusetts
$6.83K +$2.45K +16 +55%
GIA
755
GHP Investment Advisors
Colorado
$6.79K – – –
1IA
756
1620 Investment Advisors
Massachusetts
$6.79K +$7.05K +46 New
ANBT
757
American National Bank & Trust
Texas
$6.79K +$7.05K +46 New
AWM
758
Abound Wealth Management
Tennessee
$6.34K -$613 -4 -9%
FG
759
Fairman Group
Pennsylvania
$6.2K +$6.44K +42 New
JPWM
760
Jamison Private Wealth Management
Georgia
$5.8K – – –
FFO
761
Fortitude Family Office
Arizona
$5.61K – – –
TWP
762
Triad Wealth Partners
Kansas
$5.31K +$5.52K +36 New
AW
763
Avion Wealth
Texas
$5K +$1.38K +9 +32%
CT
764
Colonial Trust
South Carolina
$4.93K – – –
PTC
765
Private Trust Company
Ohio
$4.72K -$26.2K -171 -84%
SFC
766
Strategic Financial Concepts
Texas
$4.63K +$4.84M +31,607 New
DPW
767
DiNuzzo Private Wealth
Pennsylvania
$4.57K +$1.07K +7 +29%
VWA
768
Valued Wealth Advisors
Utah
$4.13K +$1.99K +13 +87%
BFEC
769
Benjamin F. Edwards & Company
Missouri
$4K – – –
PCM
770
Penserra Capital Management
California
$4K – – –
RI
771
Ridgewood Investments
New Jersey
$3.95K +$4.14K +27 New
BAM
772
Byrne Asset Management
New Jersey
$3.69K -$4.6K -30 -55%
UWS
773
Unique Wealth Strategies
Illinois
$3.36K +$3.37K +22 New
FPB
774
First PREMIER Bank
South Dakota
$3K – – –
SWM
775
Sanctuary Wealth Management
Idaho
$2.95K – – –