We are live on
!
Find out more
IPG
Interpublic Group of Companies
Delisted
IPG was delisted on the 26th of November, 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 |
|
|---|---|---|---|---|---|---|
| 501 |
PFO
501
Pathstone Family Office
Englewood,
New Jersey
| – | -$7K | -296 | Closed |
|
| 502 |
PWM
502
Perigon Wealth Management
San Francisco,
California
| – | -$6K | -250 | Closed |
|
| 503 |
HFP
503
Holistic Financial Partners
Indianapolis,
Indiana
| – | -$6K | -249 | Closed |
|
| 504 |
SQA
504
Simon Quick Advisors
Morristown,
New Jersey
| – | -$5K | -213 | Closed |
|
| 505 |
SP
505
SWS Partners
Columbus,
Ohio
| – | -$4K | -194 | Closed |
|
| 506 |
APP
506
Avantax Planning Partners
Dubuque,
Iowa
| – | -$4K | -192 | Closed |
|
| 507 |
FCAG
507
First Capital Advisors Group
Little Silver,
New Jersey
| – | -$2K | -100 | Closed |
|
| 508 |
LWCFA
508
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$2K | -70 | Closed |
|
| 509 |
CIP
509
Convergence Investment Partners
Palm Beach Gardens,
Florida
| – | -$1K | -48 | Closed |
|
| 510 |
JAM
510
Jolley Asset Management
Rocky Mount,
North Carolina
| – | -$1K | -40 | Closed |
|
| 511 |
511
ClearBridge Investments
New York
| – | -$1K | -21 | Closed |
|
| 512 |
NR
512
Newfound Research
Wellesley Hills,
Massachusetts
| – | +$71 | +3 | +150% |
|