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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Financial Services
651
Rockefeller Financial Services
New York
$182K -$12.2M -196,630 -99%
Wealthspire Advisors (Maryland)
652
Wealthspire Advisors (Maryland)
Maryland
$182K -$69.7K -1,126 -28%
Advisory Services Network
653
Advisory Services Network
Georgia
$181K +$14.2K +229 +9%
SLF
654
Sun Life Financial
Ontario, Canada
$174K +$172K +2,782 +19,871%
SFSIG
655
San Francisco Sentry Investment Group
California
$170K +$169K +2,727 New
Chicago Partners Investment Group
656
Chicago Partners Investment Group
Illinois
$168K +$155K +2,500 New
WTB
657
Washington Trust Bank
Washington
$166K -$30.2K -488 -15%
Simon Quick Advisors
658
Simon Quick Advisors
New Jersey
$166K – – –
Fuller & Thaler Asset Management
659
Fuller & Thaler Asset Management
California
$162K – – –
FANJ
660
Financial Architects (New Jersey)
New Jersey
$162K +$63.5K +1,025 +65%
PCM
661
Prelude Capital Management
New York
$161K -$1.73M -27,949 -92%
Geneos Wealth Management
662
Geneos Wealth Management
Colorado
$160K -$14.4K -232 -8%
Whittier Trust
663
Whittier Trust
California
$160K -$14.4K -232 -8%
CIAN
664
Capstone Investment Advisors (Netherlands)
New York
$157K +$156K +2,520 New
IR
665
Invictus RG
Bermuda
$152K +$151K +2,445 New
FWM
666
Focused Wealth Management
New York
$143K – – –
FIB
667
First Interstate Bank
Montana
$142K -$67.6K -1,092 -32%
CAM
668
ClariVest Asset Management
California
$132K -$124K -1,997 -49%
OFS
669
Orrstown Financial Services
Pennsylvania
$125K +$17.7K +286 +17%
Perigon Wealth Management
670
Perigon Wealth Management
California
$124K -$9.72K -157 -7%
Brown Brothers Harriman & Co
671
Brown Brothers Harriman & Co
New York
$118K -$49.5K -799 -30%
RFM
672
Royal Fund Management
Florida
$110K – – –
OC
673
Oakworth Capital
Alabama
$109K – – –
NewEdge Advisors
674
NewEdge Advisors
Louisiana
$107K +$109K +1,755 New
CPA
675
Clear Perspective Advisors
Illinois
$103K -$54.7K -883 -35%