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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
626
Institute for Wealth Management
Colorado
$237K +$238K +3,838 New
YMRC
627
Yorktown Management & Research Company
Virginia
$236K – – –
Capstone Investment Advisors
628
Capstone Investment Advisors
New York
$236K +$236K +3,810 New
ETrade Capital Management
629
ETrade Capital Management
Virginia
$235K -$2.46M -39,656 -91%
PTC
630
Private Trust Company
Ohio
$235K +$234K +3,780 New
CBOR
631
Community Bank of Raymore
Missouri
$232K – – –
HW
632
Hedeker Wealth
Illinois
$225K – – –
LC
633
Lourd Capital
California
$223K +$23.1K +373 +12%
NED
634
Nancy E. Dempze
$221K – – –
GWS
635
Glassman Wealth Services
Virginia
$218K – – –
YIA
636
YHB Investment Advisors
Connecticut
$216K -$13.1K -211 -6%
SouthState Corp
637
SouthState Corp
Florida
$215K +$1.55K +25 +0.7%
Oppenheimer Asset Management
638
Oppenheimer Asset Management
New York
$212K -$50.6K -817 -19%
CI
639
Chartist Inc
California
$212K -$2.29K -37 -1%
FVCM
640
F&V Capital Management
Florida
$210K – – –
BA
641
Boston Advisors
Massachusetts
$207K -$31K -500 -13%
SFG
642
SevenBridge Financial Group
Pennsylvania
$206K -$49.5K -800 -19%
EP Wealth Advisors
643
EP Wealth Advisors
California
$204K -$1.05K -17 -0.5%
SIM
644
SSI Investment Management
California
$200K -$2.66K -43 -1%
Close Asset Management
645
Close Asset Management
United Kingdom
$199K +$25.6K +413 +15%
FBT
646
First Bank & Trust
South Dakota
$195K +$2.6K +42 +1%
CBT
647
Capital Bank & Trust
California
$194K +$193K +3,115 New
FMLI
648
Fukoku Mutual Life Insurance
Japan
$193K – – –
SC
649
SRB Corp
Massachusetts
$189K +$30.6K +494 +19%
VCM
650
Vigilant Capital Management
Maine
$187K -$61.9K -1,000 -25%