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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
1951
Barnes Dennig Private Wealth Management
Ohio
$4.18K – – –
HI
1952
Hoey Investments
Pennsylvania
$4.05K – – –
BC
1953
Broadwater Capital
Massachusetts
$3.98K +$262K +3,920 +6,644%
AFG
1954
Albion Financial Group
Utah
$3.91K – – –
CWM
1955
Crowley Wealth Management
Delaware
$3.91K – – –
TCA
1956
Trifecta Capital Advisors
Illinois
$3.71K – – –
DWA
1957
Delos Wealth Advisors
Texas
$3.71K +$3.67K +55 New
HFS
1958
Horizon Financial Services
North Carolina
$3.51K +$934 +14 +37%
IWP
1959
IAG Wealth Partners
Wisconsin
$3.37K -$3.34K -50 -50%
W
1960
WealthCollab
Washington
$3.37K – – –
RIM
1961
Ryan Investment Management
Colorado
$3.37K +$3.34K +50 New
BWM
1962
Bullock Wealth Management
Indiana
$3.31K – – –
WA
1963
WestEnd Advisors
North Carolina
$3.17K -$67 -1 -2%
BHWM
1964
Bay Harbor Wealth Management
Maryland
$2.92K +$1.6K +24 +126%
PPC
1965
Park Place Capital
Alabama
$2.55K -$109K -1,635 -98%
KA
1966
Kozak & Associates
Colorado
$2.52K -$8.47K -127 -77%
QWM
1967
Quaker Wealth Management
New Jersey
$2.43K +$2.4K +36 New
TIM
1968
Total Investment Management
Arizona
$2.36K +$2.33K +35 New
SIC
1969
SJS Investment Consulting
Ohio
$2.29K -$1.67K -25 -42%
EWM
1970
Evolution Wealth Management
Florida
$2.23K +$2.2K +33 New
PS
1971
PayPay Securities
Japan
$2.09K -$1.13K -17 -35%
GPFA
1972
Game Plan Financial Advisors
Ohio
$2.02K – – –
EAM
1973
Eukles Asset Management
Ohio
$1.69K – – –
PCM
1974
Perritt Capital Management
Illinois
$1.69K – – –
BFS
1975
Bare Financial Services
Pennsylvania
$1.28K +$1.27K +19 New
77 78
79
80 81