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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
WP
601
WealthSource Partners
California
$266K +$219K +2,935 New
DT
602
Diversified Trust
Tennessee
$266K +$219K +2,941 New
UB
603
UMB Bank
Missouri
$264K +$217K +2,912 New
FMLI
604
Fukoku Mutual Life Insurance
Japan
$263K -$209K -2,800 -49%
CWP
605
CFM Wealth Partners
Texas
$262K +$216K +2,896 New
MA
606
MUFG Americas
New York
$259K +$29.8K +400 +16%
SG
607
StoneX Group
New York
$257K -$114K -1,526 -35%
QP
608
Quilter Plc
United Kingdom
$254K +$209K +2,802 New
BMO
609
Beck Mack & Oliver
New York
$253K +$209K +2,800 New
HAIM
610
Hunter Associates Investment Management
Pennsylvania
$253K +$209K +2,800 New
WF
611
Welch & Forbes
Massachusetts
$248K +$204K +2,735 New
NCM
612
Narwhal Capital Management
Georgia
$248K +$205K +2,742 New
HA
613
HYA Advisors
Missouri
$247K -$70K -938 -26%
IFWM
614
Institute for Wealth Management
Colorado
$246K +$203K +2,722 New
GPA
615
Garrison Point Advisors
California
$245K +$202K +2,701 New
IWM
616
IHT Wealth Management
Illinois
$245K +$202K +2,702 New
GG
617
Gofen & Glossberg
Illinois
$245K +$202K +2,704 New
DADC
618
D.A. Davidson & Co
Montana
$244K -$73.1K -980 -27%
FI
619
FormulaFolio Investments
Michigan
$244K +$201K +2,690 New
MFA
620
Mayflower Financial Advisors
Massachusetts
$244K +$201K +2,695 New
WT
621
Washington Trust
Rhode Island
$240K +$14.8K +199 +8%
KFGK
622
Keystone Financial Group (Kentucky)
Kentucky
$240K +$198K +2,648 New
GSEP
623
Golden State Equity Partners
California
$238K +$196K +2,630 New
OWA
624
Outlook Wealth Advisors
Texas
$237K +$196K +2,622 New
HNB
625
Huntington National Bank
Ohio
$235K -$34.3K -460 -15%