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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
CAS
776
CTC Alternative Strategies
Illinois
– -$341K -2,000 Closed
SAM
777
Smartleaf Asset Management
Massachusetts
– -$318K -2,000 Closed
JC
778
JBGlobal.com
New York
– -$341K -1,996 Closed
DWM
779
Dakota Wealth Management
Florida
– -$340K -1,993 Closed
IAA
780
Independent Advisor Alliance
North Carolina
– -$340K -1,992 Closed
QC
781
Quent Capital
New York
– -$339K -1,989 Closed
GEM
782
Global Endowment Management
North Carolina
– -$339K -1,986 Closed
PP
783
PDS Planning
Ohio
– -$336K -1,971 Closed
CGL
784
Clarius Group LLC
Washington
– -$333K -1,953 Closed
LS
785
Livforsakringsbolaget Skandia
Sweden
– -$333K -1,949 Closed
PPWP
786
Premier Path Wealth Partners
New Jersey
– -$332K -1,942 Closed
BWP
787
Barlow Wealth Partners
Kentucky
– -$359K -1,940 Closed
JWCA
788
J.W. Coons Advisors
Ohio
– -$331K -1,938 Closed
VA
789
Valmark Advisers
Ohio
– -$328K -1,923 Closed
AWM
790
Aviso Wealth Management
Washington
– -$328K -1,920 Closed
FFA
791
Founders Financial Alliance
North Carolina
– -$326K -1,910 Closed
IPW
792
Inlet Private Wealth
Florida
– -$326K -1,910 Closed
PPG
793
Peak Planning Group
Colorado
– -$325K -1,901 Closed
CSB
794
City State Bank
Iowa
– -$323K -1,892 Closed
CWM
795
Calamos Wealth Management
Illinois
– -$322K -1,887 Closed
CPA
796
Court Place Advisors
Maryland
– -$321K -1,878 Closed
PWM
797
Perigon Wealth Management
California
– -$315K -1,848 Closed
VC
798
Vicus Capital
Pennsylvania
– -$316K -1,848 Closed
MPM
799
MBB Public Markets
Illinois
– -$315K -1,846 Closed
MAM
800
McLean Asset Management
Virginia
– -$273K -1,843 Closed
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