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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
AIC
501
Archer Investment Corporation
Indiana
$624K
TAM
502
Tocqueville Asset Management
New York
$623K +$18.6K +158 +3%
FIM
503
Freedom Investment Management
Connecticut
$618K +$217K +1,850 +49%
GWSG
504
GPS Wealth Strategies Group
Colorado
$616K +$43K +366 +7%
WJWM
505
Williams Jones Wealth Management
New York
$615K -$71.4K -608 -10%
MC
506
Moors & Cabot
Massachusetts
$613K -$66.3K -564 -9%
PNC
507
Park National Corp
Ohio
$604K -$14.6K -124 -2%
JCM
508
Jacobi Capital Management
Pennsylvania
$593K +$11.9K +101 +2%
KCM
509
Kendall Capital Management
Maryland
$593K +$37K +315 +6%
SWM
510
SeaCrest Wealth Management
New York
$589K +$41.4K +352 +7%
FRM
511
Fox Run Management
Connecticut
$587K +$352K +2,993 +128%
CWM
512
Calamos Wealth Management
Illinois
$585K +$25.9K +220 +4%
SCM
513
Stevens Capital Management
Pennsylvania
$583K -$72.1K -614 -10%
MCCP
514
Mission Creek Capital Partners
California
$579K -$37.8K -322 -6%
TAIM
515
TD Ameritrade Investment Management
Nebraska
$575K +$21.5K +183 +4%
RCA
516
Roberts Capital Advisors
Colorado
$573K
CIC
517
Cutler Investment Counsel
Oregon
$571K
S
518
Schroders
United Kingdom
$569K +$607K +5,167 New
CCM
519
Coldstream Capital Management
Washington
$567K -$121K -1,027 -17%
MMG
520
Monetary Management Group
Missouri
$567K
CCM
521
Corsair Capital Management
New York
$565K -$22.4K -191 -4%
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$563K -$4.46K -38 -0.7%
RCAG
523
Rehmann Capital Advisory Group
Michigan
$562K -$1.41K -12 -0.2%
CI
524
Cigna Investments
Connecticut
$561K -$191K -1,622 -24%
FFM
525
Forum Financial Management
Illinois
$561K +$6.7K +57 +1%