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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
GWM
676
Geneos Wealth Management
Colorado
$239K -$39K -364 -13%
IFWM
677
Institute for Wealth Management
Colorado
$239K
SPWM
678
Schrum Private Wealth Management
Florida
$237K
BBHC
679
Brown Brothers Harriman & Co
New York
$237K +$12.4K +116 +5%
PIP
680
Peachtree Investment Partners
Florida
$236K
FMWA
681
Forvis Mazars Wealth Advisors
Missouri
$236K +$268K +2,500 New
WH
682
Willner & Heller
California
$233K +$31.5K +294 +14%
EP
683
Eudaimonia Partners
Tennessee
$233K +$263K +2,458 New
CL
684
CPWM LLC
Washington
$230K +$21.6K +202 +9%
QFA
685
Quantum Financial Advisors
California
$225K +$223K +2,085 New
GG
686
Gofen & Glossberg
Illinois
$222K -$14.7K -137 -6%
KFP
687
KB Financial Partners
New Jersey
$222K +$138K +1,287 +121%
FBT
688
First Bank & Trust
South Dakota
$221K -$3.42K -32 -1%
FMI
689
F/M Investments
District of Columbia
$219K +$199K +1,859 New
WF
690
Welch & Forbes
Massachusetts
$218K
Verition Fund Management
691
Verition Fund Management
Connecticut
$216K -$403K -3,767 -62%
ZCA
692
Zeke Capital Advisors
Pennsylvania
$215K +$46.1K +431 +23%
SC
693
SouthState Corp
Florida
$214K -$19.8K -185 -8%
RIL
694
Rothschild Investment LLC
Illinois
$214K
RG
695
Renaissance Group
Kentucky
$214K +$321 +3 +0.1%
CG
696
Caprock Group
Idaho
$211K +$238K +2,228 New
MWM
697
Mission Wealth Management
California
$211K +$239K +2,231 New
CAM
698
Cozad Asset Management
Illinois
$208K +$8.35K +78 +4%
ICP
699
Interchange Capital Partners
Pennsylvania
$207K +$235K +2,195 New
CIP
700
Convergence Investment Partners
Florida
$205K -$170K -1,591 -42%