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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 |
|
|---|---|---|---|---|---|---|
| 1051 |
NCM
1051
Northwest Capital Management
Lake Oswego,
Oregon
| – | -$4.85K | -56 | Closed |
|
| 1052 |
LF
1052
Lee Financial
Dallas,
Texas
| – | -$3.9K | -45 | Closed |
|
| 1053 |
SIA
1053
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$4K | -45 | Closed |
|
| 1054 |
CA
1054
Centerpoint Advisors
Needham,
Massachusetts
| – | -$3K | -32 | Closed |
|
| 1055 |
CG
1055
Cutler Group
San Francisco,
California
| – | -$1.94K | -21 | Closed |
|
| 1056 |
LFA
1056
LGT Financial Advisors
Dallas,
Texas
| – | -$1.65K | -19 | Closed |
|
| 1057 |
HWA
1057
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$1.13K | -13 | Closed |
|
| 1058 |
GA
1058
GoalVest Advisory
New York
| – | -$347 | -4 | Closed |
|
| 1059 |
RFA
1059
Register Financial Advisors
Atlanta,
Georgia
| – | -$349 | -4 | Closed |
|
| 1060 |
CTA
1060
Colonial Trust Advisors
Spartanburg,
South Carolina
| – | -$173 | -2 | Closed |
|
| 1061 |
SSG
1061
Summit Securities Group
New York
| – | +$92 | +1 | New |
|