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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
KCM
551
Kendall Capital Management
Maryland
$529K +$45.8K +365 +9%
BJL
552
Brighton Jones LLC
Washington
$515K +$25.4K +203 +5%
IC
553
IEQ Capital
California
$515K +$153K +1,219 +41%
PA
554
Profund Advisors
Maryland
$512K -$36.4K -290 -7%
TW
555
Transform Wealth
Colorado
$509K -$96.9K -773 -16%
MA
556
Montag & Associates
Georgia
$507K
SW
557
SVB Wealth
Massachusetts
$503K +$286K +2,279 +125%
TI
558
Tidal Investments
Wisconsin
$502K +$146K +1,168 +40%
APC
559
Aspire Private Capital
North Carolina
$501K +$137K +1,094 +37%
KFP
560
KB Financial Partners
New Jersey
$499K -$31.5K -251 -6%
IAA
561
Independent Advisor Alliance
North Carolina
$492K +$15.8K +126 +3%
CGFA
562
Colton Groome Financial Advisors
North Carolina
$491K -$18.8K -150 -4%
CTC
563
Central Trust Company
Missouri
$491K -$4.26K -34 -0.8%
FIM
564
Fruth Investment Management
Texas
$491K
HAIM
565
Hunter Associates Investment Management
Pennsylvania
$491K
SACTSONJ
566
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$491K
EF
567
Empirical Finance
Pennsylvania
$484K +$25.9K +207 +6%
FMT
568
First Mercantile Trust
Tennessee
$483K +$16.2K +129 +3%
HNB
569
Huntington National Bank
Ohio
$482K +$39.6K +316 +9%
FIM
570
Freedom Investment Management
Connecticut
$481K +$491K +3,915 New
EGM
571
Engineers Gate Manager
New York
$480K -$229K -1,824 -32%
CBT
572
CoreFirst Bank & Trust
Kansas
$479K +$24.3K +194 +5%
LWAC
573
Laurel Wealth Advisors (California)
California
$477K -$10K -80 -2%
GIA
574
Gladstone Institutional Advisory
Florida
$476K +$194K +1,547 +66%
HPC
575
Hobart Private Capital
North Carolina
$476K -$21.3K -170 -4%