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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1026
Welch & Forbes
Massachusetts
$546K -$298K -4,952 -34%
O
1027
Ossiam
France
$541K +$564K +9,353 New
USB
1028
Union Savings Bank
Connecticut
$540K -$19.9K -330 -3%
DCM
1029
Dorato Capital Management
Colorado
$538K – – –
CIA
1030
Choate Investment Advisors
Massachusetts
$533K +$9.7K +161 +2%
SCM
1031
Schnieders Capital Management
California
$533K -$2.77K -46 -0.5%
PVI
1032
Pine Valley Investments
New Jersey
$532K +$15.2K +252 +3%
LB
1033
Legacy Bridge
Iowa
$531K -$156K -2,591 -22%
CFM
1034
Catalyst Funds Management
Australia
$526K +$290K +4,815 +112%
IPWA
1035
International Private Wealth Advisors
California
$521K +$543K +9,007 New
SWA
1036
Stratos Wealth Advisors
Ohio
$519K -$783 -13 -0.1%
SPW
1037
Signet Private Wealth
Illinois
$518K -$13.7K -227 -2%
CAL
1038
Capital Analysts LLC
Pennsylvania
$515K +$1.15K +19 +0.2%
HAG
1039
HighPoint Advisor Group
Illinois
$512K +$61.5K +1,020 +13%
NI
1040
Natural Investments
California
$510K +$59.7K +991 +13%
SCM
1041
SKBA Capital Management
California
$509K – – –
CA
1042
Claro Advisors
Massachusetts
$509K +$5.48K +91 +1%
MPWS
1043
McCarter Private Wealth Services
Massachusetts
$508K -$3.43K -57 -0.6%
TC
1044
TAGStone Capital
North Carolina
$507K +$3.98K +66 +0.8%
BMWM
1045
Brown Miller Wealth Management
Virginia
$506K -$5.06K -84 -1%
WIA
1046
Westbourne Investment Advisors
Maryland
$504K – – –
PFA
1047
Pure Financial Advisors
California
$503K +$18.9K +313 +4%
PW
1048
PUREfi Wealth
Massachusetts
$503K +$29.4K +488 +6%
LFAS
1049
Level Four Advisory Services
Texas
$501K +$663 +11 +0.1%
JWM
1050
Jeppson Wealth Management
California
$497K – – –
40 41
42
43 44