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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
CSB
801
City State Bank
Iowa
$323K
CWM
802
Calamos Wealth Management
Illinois
$322K +$81K +443 +31%
CPA
803
Court Place Advisors
Maryland
$321K
SAM
804
Smartleaf Asset Management
Massachusetts
$318K +$13.9K +76 +4%
ARC
805
Advisor Resource Council
Texas
$316K +$378K +2,069 New
VC
806
Vicus Capital
Pennsylvania
$316K +$3.84K +21 +1%
PWM
807
Perigon Wealth Management
California
$315K -$21.8K -119 -6%
MPM
808
MBB Public Markets
Illinois
$315K +$338K +1,846 New
IA
809
IFP Advisors
Florida
$315K -$85.4K -467 -20%
RZH
810
Relyea Zuckerberg Hanson
Connecticut
$313K -$39.5K -216 -11%
LDB
811
Lee, Danner & Bass
Tennessee
$312K
WT
812
Washington Trust
Rhode Island
$310K
AWA
813
Arkadios Wealth Advisors
Georgia
$310K +$15.7K +86 +5%
FIA
814
Foundations Investment Advisors
Arizona
$309K -$24.1K -132 -7%
BCWM
815
Bartlett & Co Wealth Management
Ohio
$309K +$183 +1 +0.1%
GIA
816
Gladstone Institutional Advisory
Florida
$308K -$549 -3 -0.2%
SWP
817
Sagespring Wealth Partners
Tennessee
$305K +$26.2K +143 +9%
AFA
818
AA Financial Advisors
Ohio
$302K +$69.1K +378 +27%
PRI
819
Prepared Retirement Institute
Pennsylvania
$299K
TLFA
820
True Link Financial Advisors
California
$299K +$320K +1,749 New
CS
821
Cannell & Spears
New York
$297K
KDA
822
Kraft Davis & Associates
Missouri
$297K +$314K +1,716 New
AAS
823
Ameritas Advisory Services
Nebraska
$295K
HBT
824
Hills Bank & Trust
Iowa
$294K
4WM
825
44 Wealth Management
Oregon
$294K +$13.9K +76 +5%