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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
PWM
901
Provident Wealth Management
Tennessee
– -$58K -1,000 Closed
NNP
902
Nachman Norwood & Parrott
South Carolina
– -$54K -938 Closed
WAM
903
Wolverine Asset Management
Illinois
– -$51K -899 Closed
PCWA
904
Pacific Capital Wealth Advisors
California
– -$29K -500 Closed
PFS
905
Prospera Financial Services
Texas
– -$29K -493 Closed
RIM
906
Rampart Investment Management
Connecticut
– -$28K -489 Closed
FHA
907
Flagship Harbor Advisors
Massachusetts
– -$21K -372 Closed
DI
908
Disciplined Investments
Oklahoma
– -$13K -228 Closed
WCG
909
Weaver Consulting Group
California
– -$12K -206 Closed
AW
910
Avion Wealth
Texas
– -$6K -100 Closed
NIM
911
NuWave Investment Management
New Jersey
– -$5K -87 Closed
RA
912
Rational Advisors
New York
– -$5K -87 Closed
SSB
913
Sandy Spring Bank
Maryland
– -$5K -82 Closed
CA
914
Crewe Advisors
Utah
– -$4K -76 Closed
SC
915
Slow Capital
California
– -$3K -52 Closed
PG
916
Proffitt & Goodson
Tennessee
– -$3K -50 Closed
LF
917
Lee Financial
Texas
– -$2K -34 Closed
PFWA
918
Paces Ferry Wealth Advisors
Georgia
– -$2K -29 Closed
CWM
919
Curi Wealth Management
North Carolina
– +$224 +3 New
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