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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1251
Perigon Wealth Management
California
$302K +$26.9K +471 +10%
WKWM
1252
Walter & Keenan Wealth Management
Indiana
$299K – – –
EWA
1253
Exencial Wealth Advisors
Oklahoma
$298K +$39.7K +694 +16%
EI
1254
Ellevest Inc
New York
$297K +$84.4K +1,476 +41%
MWM
1255
Mattern Wealth Management
Kansas
$296K – – –
AWM
1256
Aevitas Wealth Management
Massachusetts
$296K +$8.74K +153 +3%
IFWM
1257
Institute for Wealth Management
Colorado
$295K -$11K -192 -4%
CAG
1258
Csenge Advisory Group
Florida
$294K -$12.3K -215 -4%
V
1259
VeraBank
Texas
$293K -$13K -227 -4%
GGI
1260
Godsey & Gibb Inc
Virginia
$293K -$5.09K -89 -2%
CPO
1261
Cerity Partners OCIO
New York
$293K +$6.52K +114 +2%
AIP
1262
Almanack Investment Partners
Pennsylvania
$293K +$28.5K +499 +11%
FFIC
1263
First Fiduciary Investment Counsel
Ohio
$292K – – –
RT
1264
Rockland Trust
Massachusetts
$292K +$1.66K +29 +0.6%
FRM
1265
Fox Run Management
Connecticut
$290K +$283K +4,959 New
MSFS
1266
Main Street Financial Solutions
Pennsylvania
$290K +$284K +4,965 New
SFG
1267
Summit Financial Group
West Virginia
$289K -$10K -175 -3%
NAS
1268
Nicolet Advisory Services
Wisconsin
$289K +$14.5K +253 +5%
IWA
1269
Inspirion Wealth Advisors
Illinois
$288K – – –
MFA
1270
Mayflower Financial Advisors
Massachusetts
$286K +$280K +4,893 New
DWM
1271
Doyle Wealth Management
Florida
$285K -$5.71K -100 -2%
AWA
1272
Aaron Wealth Advisors
Illinois
$285K +$279K +4,878 New
TPWA
1273
TRUE Private Wealth Advisors
Oregon
$284K -$5.71K -100 -2%
T
1274
TOBAM
France
$284K – – –
WP
1275
WealthPLAN Partners
Nebraska
$284K +$1.2K +21 +0.4%
49 50
51
52 53