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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
601
Washington Trust Bank
Washington
$202K -$8.7K -160 -4%
CBOR
602
Community Bank of Raymore
Missouri
$201K +$203K +3,739 New
AFP
603
Ausdal Financial Partners
Iowa
$201K +$204K +3,759 New
Wolverine Trading
604
Wolverine Trading
Illinois
$200K +$207K +3,812 New
Geneos Wealth Management
605
Geneos Wealth Management
Colorado
$198K +$34.8K +640 +21%
Lazard Asset Management
606
Lazard Asset Management
New York
$182K – – –
FMLI
607
Fukoku Mutual Life Insurance
Japan
$177K – – –
CG
608
Cutler Group
California
$175K -$297K -5,454 -62%
Wealthspire Advisors (Maryland)
609
Wealthspire Advisors (Maryland)
Maryland
$169K -$22K -405 -11%
CCA
610
Checchi Capital Advisers
California
$165K -$17.5K -322 -9%
Royce & Associates
611
Royce & Associates
New York
$150K – – –
EA
612
Euclid Advisors
Connecticut
$150K +$152K +2,800 New
AssetMark Inc
613
AssetMark Inc
California
$146K +$16.6K +306 +13%
PAIA
614
Park Avenue Institutional Advisers
New York
$140K -$4.13K -76 -3%
SC
615
SRB Corp
Massachusetts
$138K -$21.5K -395 -13%
ARMT
616
Amica Retiree Medical Trust
Rhode Island
$136K – – –
First Manhattan
617
First Manhattan
New York
$132K +$7.94K +146 +6%
FFC
618
First Financial Corp
Indiana
$130K -$279K -5,125 -68%
GWS
619
Glassman Wealth Services
Virginia
$129K +$131K +2,400 New
FineMark National Bank & Trust
620
FineMark National Bank & Trust
Florida
$128K – – –
Perigon Wealth Management
621
Perigon Wealth Management
California
$125K -$145K -2,660 -53%
SEC
622
Seven Eight Capital
New York
$124K +$126K +2,319 New
Advisory Services Network
623
Advisory Services Network
Georgia
$121K +$21.3K +391 +21%
MWP
624
MYCIO Wealth Partners
Pennsylvania
$110K +$34K +625 +44%
Evercore Wealth Management
625
Evercore Wealth Management
New York
$107K +$21.5K +396 +25%