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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1001
Rockefeller Financial Services
New York
$143K – – –
SFWA
1002
Summit Financial Wealth Advisors
Louisiana
$143K – – –
WOC
1003
West Oak Capital
California
$142K – – –
IRS
1004
Invictus RG (Singapore)
Singapore
$136K +$90.2K +2,300 +230%
AWS
1005
Aris Wealth Services
Pennsylvania
$133K +$34K +867 +37%
PSI
1006
Pinnacle Summer Investments
Virginia
$131K -$302K -7,694 -71%
SCA
1007
Strategic Capital Alternatives
United States
$131K – – –
NCMG
1008
NCM Capital Management Group
North Carolina
$129K – – –
AIM
1009
Assured Investment Management
New York
$129K +$52K +1,326 +74%
ZB
1010
Zions Bancorporation
Utah
$129K +$66.9K +1,706 +119%
CBT
1011
Central Bank & Trust
Kentucky
$126K +$8.55K +218 +8%
PG
1012
Patten Group
Tennessee
$121K +$115K +2,933 New
HIM
1013
Hillsdale Investment Management
Ontario, Canada
$115K -$39.2K -1,000 -26%
TFO
1014
Tarbox Family Office
California
$115K – – –
TDC
1015
Thompson Davis & Co
Virginia
$109K +$31.4K +801 +43%
M
1016
MOTCO
Texas
$108K -$3.21K -82 -3%
ST
1017
Smithfield Trust
Pennsylvania
$99K +$39.2K +1,000 +71%
QAM
1018
QCI Asset Management
New York
$94K – – –
ATC
1019
Adirondack Trust Company
New York
$90K -$13.3K -340 -13%
KT
1020
Kanaly Trust
Texas
$86K +$9.8K +250 +14%
AF
1021
Arrow Financial
New York
$83K -$2.2K -56 -3%
AIM
1022
Advantage Investment Management
Iowa
$83K +$2.04K +52 +3%
FMB
1023
Field & Main Bank
Kentucky
$81K – – –
MCM
1024
MV Capital Management
Maryland
$80K – – –
EDRE
1025
Edmond de Rothschild (Europe)
Luxembourg
$78K +$73.9K +1,885 New
39 40
41
42 43