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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1726
SOA Wealth Advisors
New York
$26.7K – – –
KFS
1727
Kelly Financial Services
Massachusetts
$26.7K -$17.8K -282 -41%
CYG
1728
Clean Yield Group
Vermont
$26.7K – – –
CDIA
1729
Capital Directions Investment Advisors
Georgia
$26.7K +$25.3K +400 New
RG
1730
Retirement Group
California
$25K +$23.9K +378 New
DWA
1731
Delos Wealth Advisors
Texas
$24.5K – – –
AWM
1732
Abound Wealth Management
Tennessee
$24.4K +$5.37K +85 +30%
CCMW
1733
Cypress Capital Management (Wyoming)
Wyoming
$24K – – –
FSWA
1734
Financial Synergies Wealth Advisors
Texas
$23.6K +$22.4K +354 New
RFS
1735
Retirement Financial Solutions
Tennessee
$23.3K +$22.1K +350 New
TCM
1736
TD Capital Management
Tennessee
$23.3K – – –
FFL
1737
Financial Freedom LLC
Ohio
$23K +$21.8K +345 New
GM
1738
GeoWealth Management
Illinois
$23K -$3.92K -62 -15%
MWM
1739
MinichMacGregor Wealth Management
New York
$22.9K +$21.8K +344 New
NC
1740
NewSquare Capital
Pennsylvania
$22.2K -$2.34K -37 -10%
BSWA
1741
Bromfield Sneider Wealth Advisors
Massachusetts
$22.1K – – –
CMP
1742
Coston McIsaac & Partners
Maine
$22K – – –
KA
1743
Kozak & Associates
Colorado
$22K +$126 +2 +0.6%
DJSG
1744
D.J. St. Germain
Massachusetts
$21.8K +$214K +3,391 New
ANBT
1745
American National Bank & Trust
Texas
$21K +$4.55K +72 +30%
LF
1746
Lee Financial
Texas
$21K – – –
HWP
1747
Highline Wealth Partners
California
$20.5K – – –
SWM
1748
Sanctuary Wealth Management
Idaho
$20K +$19K +300 New
IUHSA
1749
Itau Unibanco Holding S.A.
Brazil
$18.9K +$822 +13 +5%
HWMA
1750
Heritage Wealth Management (Arizona)
Arizona
$18.3K +$14.9K +236 +621%
68 69
70
71 72