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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RFO
1001
RiverGlades Family Offices
Florida
$422K +$388K +8,459 New
AHC
1002
Adell Harriman & Carpenter
Texas
$419K -$275K -6,001 -42%
VWM
1003
Venturi Wealth Management
Texas
$418K -$36.4K -794 -9%
MWM
1004
Modera Wealth Management
New Jersey
$415K +$22.5K +490 +6%
CCA
1005
Cobblestone Capital Advisors
New York
$414K +$16.6K +362 +5%
FAIM
1006
Financial Advocates Investment Management
Washington
$411K +$734 +16 +0.2%
CC
1007
Cedar Capital
Illinois
$406K -$3.26K -71 -0.9%
CL
1008
CPWM LLC
Washington
$405K – – –
WPA
1009
West Paces Advisors
Georgia
$403K +$143K +3,124 +63%
PWAP
1010
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$402K – – –
AP
1011
Advisors Preferred
Maryland
$402K +$370K +8,059 New
CFS
1012
Ceros Financial Services
Maryland
$402K +$370K +8,059 New
IWP
1013
Icon Wealth Partners
Texas
$401K +$1.51K +33 +0.4%
RMSCM
1014
R.M. Sincerbeaux Capital Management
New York
$400K +$49K +1,068 +15%
SCP
1015
Shorepoint Capital Partners
Massachusetts
$399K +$367K +7,993 New
MSAM
1016
Moloney Securities Asset Management
Missouri
$398K -$13.2K -288 -3%
PWW
1017
Pettyjohn Wood & White
Virginia
$398K +$20.9K +456 +6%
ARM
1018
Adirondack Research & Management
New York
$397K – – –
OIA
1019
OneDigital Investment Advisors
Kansas
$396K -$116K -2,520 -24%
MCM
1020
Monarch Capital Management
Indiana
$396K – – –
APP
1021
Avantax Planning Partners
Iowa
$396K +$76K +1,656 +26%
MCM
1022
Murphy Capital Management
New Jersey
$395K -$73.9K -1,611 -17%
DAS
1023
Dynamic Advisor Solutions
Arizona
$395K +$3.99K +87 +1%
JAFL
1024
Jay A. Fishman Ltd
Michigan
$394K – – –
CT
1025
Coastline Trust
Rhode Island
$394K – – –
39 40
41
42 43