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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
Kingswood Wealth Advisors
901
Kingswood Wealth Advisors
California
– -$201K -1,397 Closed
SP
902
Successful Portfolios
Florida
– -$200K -1,388 Closed
KIG
903
Kessler Investment Group
Indiana
– -$171K -1,187 Closed
CCM
904
CAAS Capital Management
New York
– -$144K -1,000 Closed
LFA
905
Level Financial Advisors
New York
– -$112K -774 Closed
GFL
906
Granite FO LLC
New Hampshire
– -$86.5K -600 Closed
GWS
907
Glassman Wealth Services
Virginia
– -$57.7K -400 Closed
GAMC
908
Garner Asset Management Corp
Texas
– -$38.3K -265 Closed
BWM
909
BKM Wealth Management
Wisconsin
– -$20.8K -144 Closed
GWMIA
910
Global Wealth Management Investment Advisory
Florida
– -$14.4K -100 Closed
NS
911
NBC Securities
Alabama
– -$9K -69 Closed
FMTCOCP
912
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$10K -67 Closed
MIM
913
Macroview Investment Management
Maryland
– -$7.21K -50 Closed
TCWA
914
Turtle Creek Wealth Advisors
Texas
– -$6.92K -48 Closed
TVAMP
915
Tennessee Valley Asset Management Partners
Tennessee
– -$5.05K -35 Closed
LIWM
916
Long Island Wealth Management
New York
– -$5K -34 Closed
MTIC
917
Missouri Trust & Investment Company
Missouri
– -$2.88K -20 Closed
DWA
918
Delos Wealth Advisors
Texas
– -$2.16K -15 Closed
AT
919
Arlington Trust
Alabama
– -$1.44K -10 Closed
APC
920
Aspire Private Capital
North Carolina
– -$1.3K -9 Closed
PA
921
Pineridge Advisors
Missouri
– -$1.01K -7 Closed
SSB
922
Sandy Spring Bank
Maryland
– -$1.01K -7 Closed
CPG
923
Cornerstone Planning Group
New Jersey
– -$865 -6 Closed
PCTC
924
Perkins Coie Trust Company
Washington
– -$720 -5 Closed
LF
925
Lee Financial
Texas
– -$577 -4 Closed