We are live on
!
Find out more
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 |
|
|---|---|---|---|---|---|---|
| 1001 |
MWP
1001
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$9K | -96 | Closed |
|
| 1002 |
HDIM
1002
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | -$9K | -93 | Closed |
|
| 1003 |
RWB
1003
RMR Wealth Builders
Montclair,
New Jersey
| – | -$8K | -89 | Closed |
|
| 1004 |
WCM
1004
Wealthcare Capital Management
Richmond,
Virginia
| – | -$6K | -62 | Closed |
|
| 1005 |
MWM
1005
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$5K | -54 | Closed |
|
| 1006 |
APWM
1006
Atlas Private Wealth Management
Albany,
New York
| – | -$3K | -34 | Closed |
|
| 1007 |
MLFP
1007
MPS Loria Financial Planners
Burr Ridge,
Illinois
| – | -$2K | -30 | Closed |
|