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DFS
Discover Financial Services
Delisted
DFS was delisted on the 18th of May, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 851 |
BBPWM
851
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$71K | -1,247 | Closed |
|
| 852 |
MSFP
852
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$57K | -1,000 | Closed |
|
| 853 |
IWMPD
853
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$51K | -904 | Closed |
|
| 854 |
JWA
854
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$10K | -170 | Closed |
|
| 855 |
JCM
855
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$4K | -68 | Closed |
|
| 856 |
NC
856
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$4K | -63 | Closed |
|
| 857 |
NYLT
857
New York Life Trust
New York
| – | -$2K | -43 | Closed |
|
| 858 |
DPA
858
Delphi Private Advisors
San Diego,
California
| – | -$1.33K | -21 | -78% |
|
| 859 |
PCFFS
859
Pacific Center for Financial Services
San Ramon,
California
| – | +$254 | +4 | New |
|