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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
YIA
901
YHB Investment Advisors
Connecticut
$225K +$213K +1,296 New
PTC
902
Private Trust Company
Ohio
$224K -$13.3K -81 -6%
VCM
903
Versant Capital Management
Arizona
$223K +$76.8K +468 +57%
AA
904
Armis Advisers
Georgia
$223K +$212K +1,289 New
GAA
905
Global Assets Advisory
Florida
$223K +$210K +1,278 New
MFG
906
Merit Financial Group
Georgia
$221K +$210K +1,277 New
GIA
907
GHP Investment Advisors
Colorado
$221K
TPI
908
Trust Point Inc
Wisconsin
$220K +$208K +1,269 New
NB
909
Northwest Bancshares
Pennsylvania
$220K +$208K +1,268 New
SSWM
910
Smith Salley Wealth Management
North Carolina
$220K +$208K +1,267 New
AWE
911
Avidian Wealth Enterprises
Texas
$219K +$207K +1,264 New
QFA
912
Quantum Financial Advisors
California
$218K +$207K +1,261 New
ICP
913
Impact Capital Partners
Colorado
$218K +$207K +1,259 New
ISFAN
914
Investor's Fiduciary Advisor Network
Washington
$218K +$207K +1,264 New
PWP
915
Perfromance Wealth Partners
Illinois
$218K +$206K +1,256 New
CPW
916
Cove Private Wealth
New York
$217K +$205K +1,250 New
NAMP
917
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$217K +$205K +1,250 New
AIA
918
AssuredPartners Investment Advisors
Florida
$215K +$204K +1,241 New
PWPS
919
Pinnacle Wealth Planning Services
Ohio
$215K -$43.7K -266 -18%
BWP
920
Baldwin Wealth Partners
Massachusetts
$214K -$312K -1,901 -61%
SWM
921
Silverlake Wealth Management
Vermont
$214K +$203K +1,236 New
GVAG
922
Great Valley Advisor Group
Delaware
$213K +$202K +1,232 New
KIA
923
KCM Investment Advisors
California
$212K +$201K +1,223 New
CCFM
924
Clear Creek Financial Management
Washington
$210K +$199K +1,210 New
PCP
925
Proficio Capital Partners
Massachusetts
$209K +$198K +1,207 New