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DFS

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DFS

Delisted

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

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Name Holding Trade Value Shares
Change 		Change in
Stake
IQI
726
Integrated Quantitative Investments
Washington
– -$417K -2,440 Closed
A
727
Allianz
Germany
– -$416K -2,436 Closed
FPAS
728
Focus Partners Advisor Solutions
Missouri
– -$414K -2,425 Closed
WI
729
Wedgewood Investors
Pennsylvania
– -$413K -2,420 Closed
SPWM
730
Schrum Private Wealth Management
Florida
– -$411K -2,407 Closed
AI
731
Atom Investors
Texas
– -$406K -2,381 Closed
MWM
732
Modera Wealth Management
New Jersey
– -$406K -2,381 Closed
GD
733
Grandfield & Dodd
New York
– -$406K -2,376 Closed
IFWM
734
Institute for Wealth Management
Colorado
– -$403K -2,364 Closed
RBC
735
Romano Brothers & Co
Illinois
– -$400K -2,346 Closed
CW
736
CreativeOne Wealth
Kansas
– -$399K -2,340 Closed
GL
737
Graypoint LLC
New York
– -$397K -2,328 Closed
MOS
738
MGO One Seven
Ohio
– -$394K -2,306 Closed
EWA
739
EverSource Wealth Advisors
Alabama
– -$391K -2,292 Closed
RBFC
740
Roman Butler Fullerton & Co
Missouri
– -$365K -2,278 Closed
FIB
741
First Interstate Bank
Montana
– -$388K -2,273 Closed
SPC
742
Sigma Planning Corp
Michigan
– -$386K -2,261 Closed
BPA
743
Beacon Pointe Advisors
California
– -$385K -2,254 Closed
BAM
744
Berkshire Asset Management
Pennsylvania
– -$428K -2,228 Closed
OL
745
Optas LLC
Texas
– -$380K -2,227 Closed
RG
746
Renaissance Group
Kentucky
– -$379K -2,222 Closed
JC
747
JBF Capital
Colorado
– -$376K -2,200 Closed
CI
748
CX Institutional
Indiana
– -$373K -2,186 Closed
EWM
749
Empirical Wealth Management
Washington
– -$372K -2,180 Closed
ISWM
750
Independent Solutions Wealth Management
New York
– -$371K -2,171 Closed
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