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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
OQS
901
Occudo Quantitative Strategies
Florida
– -$449K -3,304 Closed
GH
902
GAM Holding
Switzerland
– -$408K -3,006 Closed
CAM
903
CenterStar Asset Management
Illinois
– -$343K -2,526 Closed
OFG
904
Oxford Financial Group
Indiana
– -$342K -2,516 Closed
CCM
905
Chiron Capital Management
Florida
– -$314K -2,310 Closed
ECG
906
Edge Capital Group
Georgia
– -$304K -2,238 Closed
WFA
907
Wellspring Financial Advisors
Ohio
– -$291K -2,142 Closed
GLOBALT Investments
908
GLOBALT Investments
Georgia
– -$288K -2,119 Closed
MPM
909
MBB Public Markets
Illinois
– -$281K -2,070 Closed
FI
910
Financial Insights
Washington
– -$277K -2,043 Closed
Dynamic Advisor Solutions
911
Dynamic Advisor Solutions
Arizona
– -$254K -1,867 Closed
Congress Wealth Management
912
Congress Wealth Management
Massachusetts
– -$234K -1,725 Closed
Mesirow Financial Investment Management
913
Mesirow Financial Investment Management
Illinois
– -$214K -1,577 Closed
Modera Wealth Management
914
Modera Wealth Management
New Jersey
– -$213K -1,569 Closed
HA
915
Herold Advisors
New York
– -$204K -1,500 Closed
IAIM
916
International Assets Investment Management
Florida
– -$131K -965 Closed
AA
917
Alta Advisers
United Kingdom
– -$109K -800 Closed
CFM
918
Catalyst Funds Management
Australia
– -$81.5K -600 Closed
HGERS
919
Householder Group Estate & Retirement Specialist
Arizona
– -$78K -576 Closed
GJWM
920
Gilliland Jeter Wealth Management
Arkansas
– -$54.3K -400 Closed
Loomis, Sayles & Company
921
Loomis, Sayles & Company
Massachusetts
– -$41K -305 Closed
CPA
922
Clear Point Advisors
New York
– -$41.1K -302 Closed
IAS
923
IMA Advisory Services
Colorado
– -$30.4K -224 Closed
JIP
924
Jaffetilchin Investment Partners
Florida
– -$30.1K -221 Closed
ITIM
925
Indiana Trust & Investment Management
Indiana
– -$15.1K -111 Closed