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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
1926
Newton One Investments
Delaware
$16.3K +$73 +1 +0.4%
TCM
1927
Tanaka Capital Management
New York
$16K – – –
WCM
1928
Westend Capital Management
California
$15.7K +$16.4K +224 New
NL
1929
NVWM LLC
Pennsylvania
$15.3K +$730 +10 +5%
EFP
1930
EnRich Financial Partners
Wisconsin
$14.8K +$15.5K +212 New
GWSA
1931
Global Wealth Strategies & Associates
Colorado
$14.5K – – –
BHWM
1932
Beaird Harris Wealth Management
Texas
$14.1K – – –
CYG
1933
Clean Yield Group
Vermont
$14K -$14.6K -200 -50%
MCM
1934
MidAtlantic Capital Management
Virginia
$14K – – –
OIA
1935
Optimum Investment Advisors
Illinois
$14K – – –
RFS
1936
Richardson Financial Services
Massachusetts
$14K +$14.6K +200 New
AFS
1937
Annapolis Financial Services
Maryland
$13.6K – – –
RS
1938
Rakuten Securities
Japan
$13.3K +$3.94K +54 +40%
GAA
1939
Global Assets Advisory
Florida
$12.2K +$12.8K +175 New
AP
1940
Aspect Partners
Virginia
$12.1K – – –
FCMT
1941
Founders Capital Management (Texas)
Texas
$11.9K – – –
RVM
1942
Robinson Value Management
Texas
$11.6K – – –
CJ
1943
Caitlin John
Michigan
$11.5K – – –
SIM
1944
Studio Investment Management
Illinois
$11.3K – – –
MDCM
1945
Morgan Dempsey Capital Management
Wisconsin
$10.8K – – –
RWM
1946
Raffa Wealth Management
District of Columbia
$10.6K – – –
EA
1947
Evolution Advisers
Virginia
$10K – – –
RDIA
1948
RE Dickinson Investment Advisors
Iowa
$10K – – –
HF
1949
Halpern Financial
Virginia
$9.86K -$14.6K -200 -58%
W
1950
WealthCollab
Washington
$9.31K – – –
76 77
78
79 80