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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
PWPS
926
Pinnacle Wealth Planning Services
Ohio
$211K
BIG
927
Brookwood Investment Group
Arizona
$211K +$226K +1,237 New
SWM
928
Silverlake Wealth Management
Vermont
$211K
First Manhattan
929
First Manhattan
New York
$210K +$226K +1,233 New
PCM
930
Penserra Capital Management
California
$209K -$15.2M -82,913 -99%
KIA
931
KCM Investment Advisors
California
$209K
SAG
932
SageView Advisory Group
California
$208K -$55.4K -303 -20%
CCFM
933
Clear Creek Financial Management
Washington
$208K +$1.46K +8 +0.7%
DWP
934
Daymark Wealth Partners
Ohio
$208K +$8.6K +47 +4%
JG
935
Jain Global
New York
$205K +$219K +1,200 New
GVAG
936
Great Valley Advisor Group
Delaware
$203K -$8.41K -46 -4%
BBA
937
Baader Bank Aktiengesellschaft
Germany
$203K +$217K +1,187 New
JSW
938
Journey Strategic Wealth
New Jersey
$202K -$34.8K -190 -14%
VEA
939
Virtus ETF Advisers
New York
$201K -$1.16M -6,350 -84%
PFGIA
940
Patriot Financial Group Insurance Agency
Massachusetts
$200K -$5.3K -29 -2%
OC
941
Oakworth Capital
Alabama
$196K
TCA
942
Trifecta Capital Advisors
Illinois
$195K
NS
943
NBC Securities
Alabama
$194K +$209K +1,141 +114,100%
PIM
944
Plato Investment Management
Australia
$191K +$203K +1,108 New
CAL
945
Capital Advisors Ltd
Ohio
$179K +$183 +1 +0.1%
CSP
946
Cary Street Partners
Virginia
$176K -$20.3K -111 -10%
CSPIA
947
Cary Street Partners Investment Advisory
Virginia
$175K +$19K +104 +11%
ANBT
948
American National Bank & Trust
Texas
$172K
Cohen & Steers
949
Cohen & Steers
New York
$171K +$183K +1,000 New
EB
950
Eastern Bank
Massachusetts
$161K -$7.13K -39 -4%