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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
MGIA
751
Moneta Group Investment Advisors
Missouri
$209K +$187K +1,787 New
AAM
752
Advisors Asset Management
Colorado
$208K -$23.5K -224 -11%
SCM
753
Shelton Capital Management
Colorado
$207K +$186K +1,773 New
WT
754
Whittier Trust
California
$206K
DWP
755
Daymark Wealth Partners
Ohio
$205K +$184K +1,756 New
KFGK
756
Keystone Financial Group (Kentucky)
Kentucky
$204K +$183K +1,748 New
TW
757
TrinityPoint Wealth
Connecticut
$204K +$183K +1,742 New
GL
758
Graypoint LLC
New York
$203K +$182K +1,740 New
HBT
759
Hills Bank & Trust
Iowa
$203K -$12.2K -116 -6%
CP
760
Castleview Partners
Texas
$203K +$182K +1,739 New
TTWM
761
TCV Trust & Wealth Management
Virginia
$203K +$182K +1,738 New
WJWM
762
Williams Jones Wealth Management
New York
$203K +$182K +1,738 New
AWM
763
Axxcess Wealth Management
California
$203K -$539K -5,148 -75%
FIA
764
Foundations Investment Advisors
Arizona
$202K +$181K +1,730 New
CG
765
Cutler Group
California
$198K +$149K +1,420 +507%
TIM
766
Tortoise Investment Management
New York
$190K +$11K +105 +7%
PFBT
767
Parkside Financial Bank & Trust
Missouri
$185K -$1.57K -15 -0.9%
EL
768
EMFO LLC
Florida
$182K +$163K +1,555 New
OAM
769
Ostrum Asset Management
France
$176K +$105 +1 +0.1%
T
770
TOBAM
France
$176K -$67.3K -642 -30%
PAI
771
Pittenger & Anderson Inc
Nebraska
$175K
TF
772
Tompkins Financial
New York
$175K
CLOS
773
Compagnie Lombard Odier SCmA
Switzerland
$175K
APC
774
Aspire Private Capital
North Carolina
$173K +$17.8K +170 +13%
IBOK
775
Independence Bank of Kentucky
Kentucky
$169K +$89.1K +850 +142%