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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
LSAG
651
Lake Street Advisors Group
New Hampshire
$201K +$216K +2,793 New
VCA
652
Verdence Capital Advisors
Maryland
$200K -$290K -3,761 -57%
SQA
653
Simon Quick Advisors
New Jersey
$192K -$51.6K -668 -20%
SC
654
SRB Corp
Massachusetts
$189K -$22.5K -292 -10%
LFA
655
Legacy Financial Advisors
Kentucky
$172K -$126K -1,628 -40%
FIB
656
First Interstate Bank
Montana
$166K
FWM
657
Focused Wealth Management
New York
$165K
WAM
658
Wealthspire Advisors (Maryland)
Maryland
$160K -$23.7K -307 -12%
WT
659
Whittier Trust
California
$148K -$39.5K -512 -20%
CBT
660
Capital Bank & Trust
California
$146K -$119K -1,540 -43%
VCM
661
Vigilant Capital Management
Maine
$144K -$77.2K -1,000 -33%
RCC
662
Red Cedar Capital
Nebraska
$144K
PCG
663
Private Capital Group
Connecticut
$144K +$90.6K +1,174 +141%
S
664
SignatureFD
Georgia
$143K +$154K +1,993 New
CCM
665
Covington Capital Management
California
$142K
OFS
666
Orrstown Financial Services
Pennsylvania
$134K +$3.4K +44 +2%
IWM
667
IHT Wealth Management
Illinois
$130K -$118K -1,534 -45%
SNT
668
Security National Trust
West Virginia
$128K +$43.5K +563 +46%
APP
669
Avantax Planning Partners
Iowa
$126K +$136K +1,756 New
OC
670
Oakworth Capital
Alabama
$115K -$4.17K -54 -3%
CPIG
671
Chicago Partners Investment Group
Illinois
$114K +$77 +1 +0.1%
LGWM
672
Litman Gregory Wealth Management
California
$108K
PAI
673
Pittenger & Anderson Inc
Nebraska
$108K
VFA
674
Valeo Financial Advisors
Indiana
$105K +$154 +2 +0.1%
TAM
675
Tiverton Asset Management
Delaware
$101K -$218K -2,819 -67%