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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1001
WealthSource Partners
California
$673K -$56.9K -900 -8%
BSW
1002
Buckingham Strategic Wealth
Missouri
$672K -$27K -428 -4%
WIA
1003
Westbourne Investment Advisors
Maryland
$666K – – –
WWM
1004
Western Wealth Management
Colorado
$666K +$14.2K +225 +2%
CWS
1005
Confluence Wealth Services
Pennsylvania
$666K +$177K +2,800 +37%
PWPS
1006
Pinnacle Wealth Planning Services
Ohio
$663K +$90.3K +1,429 +15%
MMG
1007
Monetary Management Group
Missouri
$662K – – –
OFS
1008
Oldfather Financial Services
Nebraska
$661K – – –
SFA
1009
Sequoia Financial Advisors
Ohio
$661K +$149K +2,351 +28%
SWA
1010
Stratos Wealth Advisors
Ohio
$660K +$27.7K +438 +4%
BONST
1011
Bank of Nova Scotia Trust
Ontario, Canada
$658K -$11.1K -176 -2%
CBB
1012
Citizens Business Bank
California
$656K +$5.75K +91 +0.9%
MWM
1013
Modera Wealth Management
New Jersey
$654K +$20.5K +325 +3%
PA
1014
Probity Advisors
Texas
$652K -$17.8K -281 -3%
FF
1015
FourThought Financial
Florida
$652K -$16.8K -266 -2%
FWM
1016
Frontier Wealth Management
Missouri
$650K – – –
FNBTCON
1017
First National Bank & Trust Co of Newtown
Pennsylvania
$647K – – –
MW
1018
Marcum Wealth
Ohio
$641K -$1.33K -21 -0.2%
TA
1019
TFG Advisers
Michigan
$641K +$8.15K +129 +1%
KLCM
1020
KG&L Capital Management
Louisiana
$641K +$143K +2,268 +28%
CCWA
1021
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$638K – – –
SWMP
1022
Signature Wealth Management Partners
New Jersey
$638K – – –
IFG
1023
Independent Financial Group
California
$636K +$6.82K +108 +1%
ACP
1024
Ashfield Capital Partners
California
$633K -$20.2K -320 -3%
1IA
1025
1620 Investment Advisors
Massachusetts
$628K +$27.3K +432 +4%
39 40
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