Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
751
Private Wealth Asset Management
Iowa
$15.2K -$1.49K -11 -9%
SWA
752
SOA Wealth Advisors
New York
$15.2K – – –
FPF
753
First Pacific Financial
Washington
$14.8K – – –
TIM
754
Tortoise Investment Management
New York
$14.5K +$1.22K +9 +9%
CSB
755
City State Bank
Iowa
$14K – – –
CBT
756
Crews Bank & Trust
Florida
$13.9K – – –
LC
757
Lavaca Capital
Texas
$13.9K +$13.5K +100 New
PMFA
758
Plante Moran Financial Advisors
Michigan
$13.9K +$13.5K +100 New
AW
759
Avion Wealth
Texas
$13K +$9.99K +74 +274%
PTC
760
Private Trust Company
Ohio
$12.7K +$4.59K +34 +59%
BFPW
761
BOK Financial Private Wealth
Colorado
$12.6K -$484K -3,583 -98%
RS
762
Rakuten Securities
Japan
$12.5K +$9.86K +73 +429%
A
763
Allianz
Germany
$12.2K – – –
T
764
Transce3nd
Texas
$11.4K +$9.45K +70 +583%
S
765
Sachetta
Massachusetts
$11.4K +$4.59K +34 +71%
FMB
766
Field & Main Bank
Kentucky
$10.4K – – –
CFD
767
Creative Financial Designs
Indiana
$10.3K -$2.97K -22 -23%
FFO
768
Fortitude Family Office
Arizona
$10.3K +$9.99K +74 New
HIA
769
Harbor Investment Advisory
Maryland
$9.97K – – –
CT
770
Colonial Trust
South Carolina
$9.69K -$5K -37 -35%
WIM
771
Westside Investment Management
California
$9.17K +$8.78K +65 New
HHMI
772
Howard Hughes Medical Institute
Maryland
$8.17K +$7.97K +59 New
MWA
773
Medallion Wealth Advisors
Connecticut
$8.05K – – –
ADL
774
Asset Dedication LLC
California
$7.48K – – –
AAS
775
Ameritas Advisory Services
Nebraska
$7.34K +$7.16K +53 New