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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1926
BOK Financial Private Wealth
Colorado
$18K -$23.8K -348 -58%
DWMG
1927
DB Wealth Management Group
California
$17.7K – – –
PP
1928
Pacifica Partners
Canada
$17.7K – – –
PP
1929
Paloma Partners
Connecticut
$17.4K +$16.4K +240 New
FMP
1930
Financial Management Professionals
Texas
$17K – – –
TCM
1931
Tanaka Capital Management
New York
$17K – – –
FFO
1932
Fortitude Family Office
Arizona
$16.9K +$16K +234 New
NOI
1933
Newton One Investments
Delaware
$16.8K +$137 +2 +0.9%
LIWM
1934
Long Island Wealth Management
New York
$16K +$15.3K +224 New
NL
1935
NVWM LLC
Pennsylvania
$15.1K – – –
SSG
1936
Summit Securities Group
New York
$15K +$3.84K +56 +37%
GWSA
1937
Global Wealth Strategies & Associates
Colorado
$15K -$2.33K -34 -14%
BHWM
1938
Beaird Harris Wealth Management
Texas
$14.6K +$343 +5 +3%
OIA
1939
Optimum Investment Advisors
Illinois
$14.5K -$51.5K -752 -79%
MCM
1940
MidAtlantic Capital Management
Virginia
$14.5K +$13.7K +200 New
SA
1941
Scarborough Advisors
Maryland
$14.4K +$13.6K +199 New
AFS
1942
Annapolis Financial Services
Maryland
$14.1K – – –
HGA
1943
Hobbs Group Advisors
South Carolina
$13.5K +$12.8K +187 New
PWMG
1944
Provence Wealth Management Group
California
$13.3K – – –
PWA
1945
Provenance Wealth Advisors
Florida
$12.5K +$5K +73 +73%
AP
1946
Aspect Partners
Virginia
$12.5K +$11.9K +173 New
NA
1947
Nordwand Advisors
Pennsylvania
$12.5K +$11.9K +173 New
FCMT
1948
Founders Capital Management (Texas)
Texas
$12.3K – – –
RVM
1949
Robinson Value Management
Texas
$12K – – –
CJ
1950
Caitlin John
Michigan
$11.9K +$11.2K +164 New
76 77
78
79 80