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DFS

Discover Financial Services

Delisted

DFS was delisted on the 18th of May, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
401
E. Ohman J:or Asset Management
Sweden
$1.51M -$294K -2,600 -17%
WG
402
Winton Group
United Kingdom
$1.51M +$394K +3,483 +37%
V
403
Veritable
Delaware
$1.51M -$29.8K -264 -2%
FC
404
FORA Capital
Florida
$1.46M +$1.4M +12,353 New
DA
405
DCM Advisors
New York
$1.44M -$102K -901 -7%
BCV
406
Banque Cantonale Vaudoise
Switzerland
$1.41M +$701K +6,200 +109%
B
407
Bailard
California
$1.39M
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$1.34M +$271K +2,399 +27%
CP
409
Covenant Partners
Tennessee
$1.34M
RJT
410
Raymond James Trust
Florida
$1.32M -$12.9K -114 -1%
SMC
411
Smith, Moore & Co
Missouri
$1.3M -$52.5K -464 -4%
Wealth Enhancement Advisory Services
412
Wealth Enhancement Advisory Services
Minnesota
$1.29M +$1.18M +10,426 New
MPPLM
413
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.28M +$1.23M +10,859 New
BFG
414
Beacon Financial Group
Texas
$1.28M +$45.1K +399 +4%
AIM
415
Achmea Investment Management
Netherlands
$1.28M
EC
416
Estate Counselors
Wisconsin
$1.27M +$1.22M +10,785 New
CFB
417
Cullen/Frost Bankers
Texas
$1.27M -$95.7K -846 -7%
WJWM
418
Williams Jones Wealth Management
New York
$1.27M +$78.2K +692 +7%
AAM
419
Advisors Asset Management
Colorado
$1.24M +$31.3K +277 +3%
PFO
420
Pathstone Family Office
New Jersey
$1.22M +$52.8K +467 +5%
LNC
421
Lincoln National Corp
Pennsylvania
$1.22M +$134K +1,186 +13%
UIA
422
UBP Investment Advisors
Switzerland
$1.21M +$1.16M +10,240 New
RIA
423
Regal Investment Advisors
Michigan
$1.2M +$1.15M +10,172 New
SP
424
Symmetry Partners
Connecticut
$1.2M +$231K +2,043 +25%
Vanguard Personalized Indexing Management
425
Vanguard Personalized Indexing Management
California
$1.19M -$541K -4,786 -32%