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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 |
|
|---|---|---|---|---|---|---|
| 926 |
WWM
926
Willingdon Wealth Management
Huntersville,
North Carolina
| – | -$7K | -93 | Closed |
|
| 927 |
TCM
927
Tradewinds Capital Management
Bellingham,
Washington
| – | -$7K | -88 | Closed |
|
| 928 |
SWMG
928
Signature Wealth Management Group
Atlanta,
Georgia
| – | -$5K | -80 | Closed |
|
| 929 |
CAC
929
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$6K | -78 | Closed |
|
| 930 |
WIM
930
Westside Investment Management
Santa Monica,
California
| – | -$2.92K | -38 | Closed |
|
| 931 |
ST
931
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$3K | -35 | Closed |
|
| 932 |
MWM
932
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$1K | -24 | Closed |
|
| 933 |
TC
933
Trilogy Capital
Irvine,
California
| – | -$1K | -19 | Closed |
|
| 934 |
GTAM
934
Global Trust Asset Management
West Palm Beach,
Florida
| – | -$1K | -9 | Closed |
|
| 935 |
RCG
935
Ruggie Capital Group
Tavares,
Florida
| – | +$69 | +1 | +33% |
|
| 936 |
BRC
936
Bell Rock Capital
Rehoboth Beach,
Delaware
| – | +$828 | +12 | New |
|