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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1226
VeraBank
Texas
$268K +$15.4K +300 +6%
BDF
1227
Balasa Dinverno & Foltz
$267K -$11.9K -232 -4%
WA
1228
Wealth Architects
California
$267K +$668 +13 +0.3%
WWM
1229
Windsor Wealth Management
Indiana
$263K -$60.5K -1,177 -19%
SFG
1230
Summit Financial Group
West Virginia
$262K – – –
BCA
1231
Berman Capital Advisors
Georgia
$262K +$73.7K +1,435 +39%
MS
1232
Maven Securities
Jersey
$259K -$391K -7,612 -60%
AW
1233
Alpha Windward
Massachusetts
$259K -$21.9K -427 -8%
MWM
1234
Mattern Wealth Management
Kansas
$259K – – –
HAIM
1235
Hunter Associates Investment Management
Pennsylvania
$259K +$15.4K +300 +6%
PCS
1236
Personal CFO Solutions
New Jersey
$259K +$43.8K +852 +20%
MFG
1237
Menard Financial Group
Texas
$257K +$259K +5,034 New
FFIC
1238
First Fiduciary Investment Counsel
Ohio
$256K – – –
RT
1239
Rockland Trust
Massachusetts
$255K – – –
1SB
1240
1ST Source Bank
Indiana
$255K +$5.96K +116 +2%
CWG
1241
Cornerstone Wealth Group
North Carolina
$254K -$2.26K -44 -0.9%
SIG
1242
Sargent Investment Group
Maryland
$253K – – –
BI
1243
Ballast Inc
Kentucky
$253K +$10.4K +202 +4%
IWA
1244
Inspirion Wealth Advisors
Illinois
$252K – – –
KM
1245
Kalos Management
Georgia
$250K +$103 +2 +0%
AWM
1246
Aevitas Wealth Management
Massachusetts
$250K +$154 +3 +0.1%
CPO
1247
Cerity Partners OCIO
New York
$249K +$250K +4,865 New
PC
1248
Pecaut & Co
Iowa
$248K -$15.4K -300 -6%
RWA
1249
Ropes Wealth Advisors
Massachusetts
$248K +$6.37K +124 +3%
SP
1250
Symmetry Partners
Connecticut
$248K +$10.6K +207 +4%
48 49
50
51 52