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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
2001
Sunflower Bank
Texas
– -$225K -3,343 Closed
WWM
2002
Western Wealth Management
Colorado
– -$225K -3,332 Closed
MBI
2003
May Barnhard Investments
Maryland
– -$225K -3,328 Closed
ISWM
2004
Independent Solutions Wealth Management
New York
– -$221K -3,275 Closed
PI
2005
Pettee Investors
Connecticut
– -$216K -3,198 Closed
IA
2006
IFC Advisors
California
– -$215K -3,181 Closed
DC
2007
DeDora Capital
California
– -$213K -3,157 Closed
LA
2008
Latitude Advisors
Florida
– -$213K -3,156 Closed
SCP
2009
Sivia Capital Partners
California
– -$213K -3,152 Closed
DAM
2010
Doheny Asset Management
California
– -$212K -3,150 Closed
MSS
2011
Mitchell Sinkler & Starr
Pennsylvania
– -$212K -3,145 Closed
RPCONE
2012
Retirement Planning Company of New England
Rhode Island
– -$212K -3,142 Closed
CC
2013
Centiva Capital
New York
– -$212K -3,138 Closed
KWMG
2014
King Wealth Management Group
Florida
– -$211K -3,127 Closed
IPWA
2015
International Private Wealth Advisors
California
– -$211K -3,123 Closed
SNPAM
2016
St. Nicholas Private Asset Management
Florida
– -$210K -3,114 Closed
NCG
2017
Newport Capital Group
New Jersey
– -$210K -3,112 Closed
VCM
2018
Vivaldi Capital Management
Illinois
– -$210K -3,108 Closed
WCM
2019
Wedge Capital Management
North Carolina
– -$209K -3,097 Closed
AB
2020
Atlas Brown
Kentucky
– -$209K -3,092 Closed
RA
2021
Resolute Advisors
California
– -$210K -3,090 Closed
BW
2022
Blalock Williams
Alabama
– -$208K -3,088 Closed
EFSCE
2023
Enterprise Financial Services Corp (EFSC)
Missouri
– -$208K -3,086 Closed
CFG
2024
Compton Financial Group
Maryland
– -$207K -3,065 Closed
FPW
2025
Flywheel Private Wealth
California
– -$205K -3,039 Closed
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