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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1251
Texas Capital Bank Wealth Management Services
Texas
$429K +$389K +6,318 New
SIA
1252
Schechter Investment Advisors
Michigan
$428K -$20.3K -330 -5%
LCWP
1253
Legacy Capital Wealth Partners
Arkansas
$427K -$71.1K -1,153 -15%
OPWM
1254
Oregon Pacific Wealth Management
Oregon
$427K – – –
BSHC
1255
Breed's Hill Capital
Massachusetts
$426K +$29.6K +480 +8%
ACGA
1256
Atlanta Consulting Group Advisors
Georgia
$426K -$8.51K -138 -2%
FFA
1257
First Foundation Advisors
California
$426K -$3.45K -56 -0.9%
ADL
1258
Asset Dedication LLC
California
$425K -$6.35K -103 -2%
MW
1259
Marcum Wealth
Ohio
$425K +$118K +1,921 +44%
RDWM
1260
Red Door Wealth Management
Tennessee
$423K -$11.9K -193 -3%
FFP
1261
FourThought Financial Partners
Florida
$423K -$66.4K -1,077 -15%
AFG
1262
Allegheny Financial Group
Pennsylvania
$422K -$9.55K -155 -2%
CCMG
1263
Clark Capital Management Group
Pennsylvania
$422K +$16.5K +267 +4%
FOFP
1264
Fee-Only Financial Planning
South Carolina
$422K – – –
HW
1265
Hancock Whitney
Mississippi
$421K +$12.8K +208 +3%
VIM
1266
VELA Investment Management
Ohio
$419K +$49.3K +800 +15%
BA
1267
Bridgewater Advisors
New York
$419K +$394K +6,385 New
LFA
1268
Legacy Financial Advisors
Kentucky
$419K +$21.1K +342 +6%
CA
1269
Cornerstone Advisory
Maryland
$417K +$4.68K +76 +1%
CFMC
1270
Curbstone Financial Management Corp
New Hampshire
$414K +$376K +6,098 New
FMWA
1271
Forvis Mazars Wealth Advisors
Missouri
$413K -$18.8K -305 -5%
TSWM
1272
Triangle Securities Wealth Management
North Carolina
$413K +$8.32K +135 +2%
VA
1273
VestGen Advisors
Illinois
$411K +$374K +6,063 New
PCG
1274
Prosperity Consulting Group
Maryland
$410K +$19.6K +318 +6%
MWA
1275
Meridian Wealth Advisors
Texas
$408K -$12.9K -210 -3%
49 50
51
52 53