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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1601
Monterey Private Wealth
California
$215K +$17.8K +269 +8%
BFA
1602
Bill Few Associates
Pennsylvania
$214K -$15.9K -240 -6%
LC
1603
Lavaca Capital
Texas
$214K +$19.8K +300 +9%
AL
1604
Aspiriant LLC
California
$214K +$16.9K +255 +8%
SAM
1605
Satovsky Asset Management
New York
$213K -$4.17K -63 -2%
DFG
1606
Delta Financial Group
New Jersey
$213K +$236K +3,564 New
QT
1607
Quantbot Technologies
New York
$213K +$236K +3,565 New
GSWM
1608
Golden State Wealth Management
California
$213K +$235K +3,560 New
HA
1609
Herold Advisors
New York
$212K +$16.7K +252 +8%
CCA
1610
Cottonwood Capital Advisors
Utah
$212K -$66 -1 -0%
PIP
1611
Peachtree Investment Partners
Florida
$212K -$5.55K -84 -2%
OL
1612
OneFund LLC
Florida
$211K +$1.85K +28 +0.8%
SCA
1613
STALEY CAPITAL ADVISERS
Pennsylvania
$210K – – –
CIA
1614
Cladis Investment Advisory
Montana
$210K +$3.57K +54 +2%
RIM
1615
RW Investment Management
Idaho
$210K – – –
KFS
1616
Keynote Financial Services
Connecticut
$210K – – –
MIM
1617
Marco Investment Management
Georgia
$210K -$15.1K -228 -6%
RCM
1618
RMR Capital Management
California
$210K – – –
IFWM
1619
Institute for Wealth Management
Colorado
$209K -$107K -1,623 -32%
IWN
1620
Independent Wealth Network
Iowa
$209K +$1.46K +22 +0.6%
BFO
1621
Biltmore Family Office
North Carolina
$209K -$34.7K -525 -13%
GIM
1622
Grassi Investment Management
California
$209K – – –
MCM
1623
Monarch Capital Management
Indiana
$209K +$19.8K +300 +9%
FFG
1624
Fiduciary Financial Group
California
$209K +$2.91K +44 +1%
ML
1625
McAdam LLC
Pennsylvania
$208K +$16.5K +250 +8%
63 64
65
66 67