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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
TU
826
TDAM USA
Ontario, Canada
– -$331K -3,903 Closed
GCP
827
GSA Capital Partners
United Kingdom
– -$329K -3,877 Closed
WIC
828
Woodmont Investment Counsel
Tennessee
– -$328K -3,871 Closed
IFWM
829
Institute for Wealth Management
Colorado
– -$323K -3,814 Closed
NICM
830
Neo Ivy Capital Management
New York
– -$320K -3,778 Closed
AFP
831
Ausdal Financial Partners
Iowa
– -$285K -3,766 Closed
GT
832
Greenleaf Trust
Michigan
– -$306K -3,603 Closed
WP
833
WMS Partners
Maryland
– -$305K -3,595 Closed
CRC
834
Curi RMB Capital
Illinois
– -$305K -3,591 Closed
BBNA
835
Bremer Bank National Association
Minnesota
– -$304K -3,583 Closed
JWCA
836
J.W. Cole Advisors
Florida
– -$304K -3,583 Closed
GIM
837
Goelzer Investment Management
Indiana
– -$304K -3,580 Closed
SAM
838
Silvercrest Asset Management
New York
– -$302K -3,563 Closed
NED
839
Nancy E. Dempze
– -$301K -3,546 Closed
IFS
840
Ifrah Financial Services
Arkansas
– -$300K -3,543 Closed
CAM
841
Close Asset Management
United Kingdom
– -$300K -3,541 Closed
CAM
842
Cozad Asset Management
Illinois
– -$300K -3,540 Closed
YIA
843
YHB Investment Advisors
Connecticut
– -$297K -3,500 Closed
CGL
844
Clarius Group LLC
Washington
– -$290K -3,479 Closed
MC
845
Moors & Cabot
Massachusetts
– -$291K -3,453 Closed
PI
846
Pettee Investors
Connecticut
– -$293K -3,450 Closed
BP
847
Ballentine Partners
Massachusetts
– -$291K -3,435 Closed
GH
848
GAM Holding
Switzerland
– -$291K -3,428 Closed
BSW
849
Buckingham Strategic Wealth
Missouri
– -$290K -3,419 Closed
WWM
850
Western Wealth Management
Colorado
– -$290K -3,416 Closed
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