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Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
701
Private Capital Group
Connecticut
$64K +$57.2K +832 New
THWM
702
Taylor Hoffman Wealth Management
Virginia
$64K +$57.4K +834 New
LC
703
Landaas & Company
Wisconsin
$62K -$34.4K -500 -38%
Sun Life Financial
704
Sun Life Financial
Ontario, Canada
$61K -$133K -1,928 -71%
JFA
705
JNBA Financial Advisors
Minnesota
$61K – – –
RWG
706
Regal Wealth Group
California
$60K – – –
WOC
707
West Oak Capital
California
$60K – – –
DBT
708
Dubuque Bank & Trust
Iowa
$59K – – –
MFW
709
Mosaic Family Wealth
Missouri
$54K -$667K -9,700 -93%
SSB
710
Sandy Spring Bank
Maryland
$54K -$14.9K -216 -24%
CAW
711
Cornerstone Advisors (Washington)
Washington
$54K – – –
EWM
712
Endurance Wealth Management
Rhode Island
$54K – – –
PCP
713
Proficio Capital Partners
Massachusetts
$54K +$1.03K +15 +2%
MB Financial Bank - Trust Department
714
MB Financial Bank - Trust Department
Illinois
$54K +$17.2K +250 +54%
PSC
715
Prentiss Smith & Co
Vermont
$53K – – –
HFP
716
Holistic Financial Partners
Indiana
$53K +$47.6K +692 New
OneDigital Investment Advisors
717
OneDigital Investment Advisors
Kansas
$50K +$5.16K +75 +13%
Jefferies Group
718
Jefferies Group
New York
$49K -$2.89M -41,945 -99%
GAM
719
Gemmer Asset Management
California
$49K – – –
Parallel Advisors
720
Parallel Advisors
California
$49K +$688 +10 +2%
VCM
721
Versant Capital Management
Arizona
$49K +$6.05K +88 +16%
First Horizon Advisors
722
First Horizon Advisors
Tennessee
$49K +$14.3K +208 +49%
IBOK
723
Independence Bank of Kentucky
Kentucky
$48K +$43K +625 New
SIAS
724
Shine Investment Advisory Services
Colorado
$47K – – –
FRA
725
Front Row Advisors
California
$47K +$42K +611 New