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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 |
|
|---|---|---|---|---|---|---|
| 1026 |
SC
1026
Sierra Capital
Miami,
Florida
| – | -$5K | -55 | Closed |
|
| 1027 |
GAG
1027
Goodman Advisory Group
Needham,
Massachusetts
| – | -$2K | -20 | Closed |
|
| 1028 |
MPCL
1028
My Personal CFO LLC
Vancouver,
Washington
| – | -$1.96K | -20 | Closed |
|
| 1029 |
TC
1029
Truvestments Capital
Sarasota,
Florida
| – | -$1.96K | -20 | Closed |
|
| 1030 |
RFS
1030
Retirement Financial Solutions
Knoxville,
Tennessee
| – | -$1.76K | -18 | Closed |
|
| 1031 |
NC
1031
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$1.37K | -14 | Closed |
|
| 1032 |
1032
Jones Financial Companies
Des Peres,
Missouri
| – | -$1K | -13 | Closed |
|
| 1033 |
MWM
1033
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$978 | -10 | Closed |
|
| 1034 |
BHWM
1034
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$783 | -8 | Closed |
|
| 1035 |
FA
1035
Fiduciary Alliance
Greenville,
South Carolina
| – | -$783 | -8 | Closed |
|
| 1036 |
MSCM
1036
McElhenny Sheffield Capital Management
Dallas,
Texas
| – | -$685 | -7 | Closed |
|
| 1037 |
ACP
1037
Arcus Capital Partners
Atlanta,
Georgia
| – | -$196 | -2 | Closed |
|