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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
IGAM
676
iA Global Asset Management
Quebec, Canada
$323K +$20.1K +161 +7%
CBT
677
Central Bank & Trust
Kentucky
$320K -$44.5K -357 -13%
TWM
678
TriaGen Wealth Management
California
$320K
RCA
679
Roberts Capital Advisors
Colorado
$318K
MG
680
Mather Group
Illinois
$318K -$9.22K -74 -3%
IFWM
681
Institute for Wealth Management
Colorado
$317K
FIB
682
First Interstate Bank
Montana
$316K
BB
683
Bell Bank
North Dakota
$315K
GD
684
Grandfield & Dodd
New York
$310K
CI
685
Conning Inc
Connecticut
$310K +$11.6K +93 +4%
SIA
686
Schechter Investment Advisors
Michigan
$309K -$372K -2,985 -56%
GM
687
GeoWealth Management
Illinois
$309K +$15.3K +123 +5%
RBC
688
Romano Brothers & Co
Illinois
$307K
DILIC
689
Dai-ichi Life Insurance Company
Japan
$305K
HTC
690
Haverford Trust Company
Pennsylvania
$304K +$6.11K +49 +2%
IWM
691
IHT Wealth Management
Illinois
$304K -$3.86K -31 -1%
PI
692
Pettee Investors
Connecticut
$303K -$150K -1,200 -34%
WF
693
Welch & Forbes
Massachusetts
$301K
BAM
694
Berkshire Asset Management
Pennsylvania
$300K +$286K +2,295 New
CW
695
CreativeOne Wealth
Kansas
$300K -$5.86K -47 -2%
WWM
696
Western Wealth Management
Colorado
$299K
BW
697
Bison Wealth
Georgia
$298K
SPC
698
Sigma Planning Corp
Michigan
$297K +$6.23K +50 +2%
ISWM
699
Independent Solutions Wealth Management
New York
$296K -$50.6K -406 -15%
GL
700
Graypoint LLC
New York
$294K +$19.4K +156 +7%