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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MBI
2001
May Barnhard Investments
Maryland
– -$225K -3,328 Closed
ISWM
2002
Independent Solutions Wealth Management
New York
– -$221K -3,275 Closed
PI
2003
Pettee Investors
Connecticut
– -$216K -3,198 Closed
IA
2004
IFC Advisors
California
– -$215K -3,181 Closed
DC
2005
DeDora Capital
California
– -$213K -3,157 Closed
LA
2006
Latitude Advisors
Florida
– -$213K -3,156 Closed
SCP
2007
Sivia Capital Partners
California
– -$213K -3,152 Closed
DAM
2008
Doheny Asset Management
California
– -$212K -3,150 Closed
MSS
2009
Mitchell Sinkler & Starr
Pennsylvania
– -$212K -3,145 Closed
RPCONE
2010
Retirement Planning Company of New England
Rhode Island
– -$212K -3,142 Closed
CC
2011
Centiva Capital
New York
– -$212K -3,138 Closed
KWMG
2012
King Wealth Management Group
Florida
– -$211K -3,127 Closed
IPWA
2013
International Private Wealth Advisors
California
– -$211K -3,123 Closed
SNPAM
2014
St. Nicholas Private Asset Management
Florida
– -$210K -3,114 Closed
NCG
2015
Newport Capital Group
New Jersey
– -$210K -3,112 Closed
VCM
2016
Vivaldi Capital Management
Illinois
– -$210K -3,108 Closed
WCM
2017
Wedge Capital Management
North Carolina
– -$209K -3,097 Closed
AB
2018
Atlas Brown
Kentucky
– -$209K -3,092 Closed
RA
2019
Resolute Advisors
California
– -$210K -3,090 Closed
BW
2020
Blalock Williams
Alabama
– -$208K -3,088 Closed
EFSCE
2021
Enterprise Financial Services Corp (EFSC)
Missouri
– -$208K -3,086 Closed
CFG
2022
Compton Financial Group
Maryland
– -$207K -3,065 Closed
FPW
2023
Flywheel Private Wealth
California
– -$205K -3,039 Closed
HFBOT
2024
Home Federal Bank of Tennessee
Tennessee
– -$202K -3,000 Closed
NW
2025
Naviter Wealth
Arkansas
– -$203K -2,994 Closed
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