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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
MAS
526
Meeder Advisory Services
Ohio
$750K -$8.37K -73 -1%
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$747K -$4.01K -35 -0.6%
GWA
528
Gratus Wealth Advisors
Virginia
$745K -$22.5K -196 -3%
BFG
529
Bleakley Financial Group
New Jersey
$745K +$83.7K +730 +15%
NWM
530
Northcape Wealth Management
New York
$740K
CCM
531
Coldstream Capital Management
Washington
$733K +$8.14K +71 +1%
FB
532
Fulton Bank
Pennsylvania
$722K -$303K -2,642 -32%
SWM
533
Segment Wealth Management
Texas
$721K +$57.8K +504 +10%
VSQM
534
V-Square Quantitative Management
Illinois
$720K
ATC
535
Argent Trust Co
Tennessee
$717K
IIA
536
Integral Investment Advisors
California
$715K +$118K +1,028 +23%
RMA
537
Roffman Miller Associates
Pennsylvania
$710K -$85.7K -748 -12%
AMM
538
American Money Management
California
$705K -$8.02K -70 -1%
SIA
539
Schechter Investment Advisors
Michigan
$701K -$387K -3,374 -39%
MC
540
Maverick Capital
Texas
$699K +$611K +5,334 New
EWA
541
EP Wealth Advisors
California
$698K +$71.8K +626 +13%
BRWA
542
B. Riley Wealth Advisors
Florida
$691K +$389K +3,391 +74%
SI
543
Stephens Inc
Arkansas
$685K +$11.7K +102 +2%
VCG
544
Vantage Consulting Group
Virginia
$685K +$253K +2,208 +73%
KA
545
Kozak & Associates
Colorado
$683K +$3.67K +32 +0.6%
GT
546
Greenleaf Trust
Michigan
$679K -$46.5K -406 -7%
SFA
547
Sequoia Financial Advisors
Ohio
$671K -$1.6M -13,932 -73%
DA
548
Denali Advisors
California
$671K -$196K -1,707 -25%
Wolverine Trading
549
Wolverine Trading
Illinois
$667K -$2.12M -18,502 -78%
RCAG
550
Rehmann Capital Advisory Group
Michigan
$667K +$1.95K +17 +0.3%