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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
BCWM
751
Bartlett & Co Wealth Management
Ohio
$252K
AC
752
ASB Consultores
Florida
$251K +$219K +1,912 New
WT
753
Washington Trust
Rhode Island
$250K
FFA
754
Founders Financial Alliance
North Carolina
$250K -$3.44K -30 -2%
PFBT
755
Parkside Financial Bank & Trust
Missouri
$248K +$1.15K +10 +0.5%
SCA
756
Snowden Capital Advisors
New York
$247K +$7.79K +68 +4%
AIP
757
Almanack Investment Partners
Pennsylvania
$247K +$216K +1,883 New
CPA
758
Court Place Advisors
Maryland
$246K +$1.03K +9 +0.5%
PPG
759
Peak Planning Group
Colorado
$245K +$214K +1,870 New
IEFM
760
IQ EQ Fund Management
Ireland
$245K -$14.3K -125 -6%
FIA
761
Foundations Investment Advisors
Arizona
$241K -$37.7K -329 -15%
MOS
762
MGO One Seven
Ohio
$241K -$29.8K -260 -12%
BAM
763
Belpointe Asset Management
Nevada
$241K -$26.5K -231 -11%
MA
764
Montag & Associates
Georgia
$240K -$155K -1,356 -43%
WI
765
WBI Investments
New Jersey
$240K +$210K +1,831 New
PBO
766
Peoples Bank (Ohio)
Ohio
$238K -$15.1K -132 -7%
BWP
767
Barlow Wealth Partners
Kentucky
$235K
GFP
768
Gryphon Financial Partners
Ohio
$234K +$205K +1,786 New
BCM
769
Becker Capital Management
Oregon
$232K +$203K +1,773 New
BFC
770
Bedel Financial Consulting
Indiana
$232K -$48.8K -426 -19%
MFA
771
Mayflower Financial Advisors
Massachusetts
$232K -$4.93K -43 -2%
IWA
772
Icon Wealth Advisors
Texas
$231K +$44.4K +387 +28%
PRI
773
Prepared Retirement Institute
Pennsylvania
$230K +$201K +1,752 New
SPIS
774
Steward Partners Investment Solutions
Oregon
$228K -$35.2K -307 -15%
HBT
775
Hills Bank & Trust
Iowa
$228K