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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2001
Sentry Investment Management
Wisconsin
– -$173K -3,216 Closed
CP
2002
Camelot Portfolios
Ohio
– -$129K -2,400 Closed
LFASL
2003
Lugano Financial Advisors SA (LFA)
Switzerland
– -$124K -2,300 Closed
DI
2004
DAGCO Inc
Ohio
– -$118K -2,185 Closed
CIAM
2005
Caitong International Asset Management
Hong Kong
– -$101K -1,881 Closed
CIA
2006
Cape Investment Advisory
Georgia
– -$82K -1,524 Closed
VWA
2007
VSM Wealth Advisory
Maryland
– -$78.5K -1,366 Closed
LWANC
2008
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$56.6K -1,052 Closed
OC
2009
Optima Capital
Oregon
– -$55.9K -1,035 Closed
TM
2010
Torren Management
California
– -$51.2K -951 Closed
MW
2011
Merited Wealth
Florida
– -$38.9K -722 Closed
FIA
2012
FNY Investment Advisers
New York
– -$37K -700 Closed
NL
2013
Navalign LLC
California
– -$31.1K -577 Closed
KBFS
2014
Kohmann Bosshard Financial Services
Ohio
– -$19.6K -365 Closed
OCM
2015
Osterweis Capital Management
California
– -$17.4K -323 Closed
PAG
2016
Paladin Advisory Group
Iowa
– -$17.3K -321 Closed
HHMI
2017
Howard Hughes Medical Institute
Maryland
– -$15K -278 Closed
WPA
2018
Wealth Preservation Advisors
Tennessee
– -$13.4K -249 Closed
AWM
2019
Activest Wealth Management
Florida
– -$12.5K -233 Closed
GAFA
2020
Garton & Associates Financial Advisors
Kentucky
– -$12.4K -229 Closed
EPG
2021
Estate Planners Group
Pennsylvania
– -$11.8K -218 Closed
NI
2022
NCP Inc
California
– -$11.4K -212 Closed
MCM
2023
MidAtlantic Capital Management
Virginia
– -$10.8K -200 Closed
VWWMG
2024
Vermillion & White Wealth Management Group
Pennsylvania
– -$10.8K -200 Closed
IWM
2025
Inlight Wealth Management
Georgia
– -$8.99K -167 Closed
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