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Mondelez International
MDLZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2001
Pines Wealth Management
North Carolina
– -$205K -3,811 Closed
AWAG
2002
ARS Wealth Advisors Group
Florida
– -$204K -3,786 Closed
VWM
2003
Venturi Wealth Management
Texas
– -$200K -3,708 Closed
RLH
2004
RD Lewis Holdings
Florida
– -$202K -3,396 Closed
SIM
2005
Sentry Investment Management
Wisconsin
– -$173K -3,216 Closed
CP
2006
Camelot Portfolios
Ohio
– -$129K -2,400 Closed
LFASL
2007
Lugano Financial Advisors SA (LFA)
Switzerland
– -$124K -2,300 Closed
DI
2008
DAGCO Inc
Ohio
– -$118K -2,185 Closed
CIAM
2009
Caitong International Asset Management
Hong Kong
– -$101K -1,881 Closed
CIA
2010
Cape Investment Advisory
Georgia
– -$82K -1,524 Closed
VWA
2011
VSM Wealth Advisory
Maryland
– -$78.5K -1,366 Closed
RAM
2012
Reflection Asset Management
South Carolina
– -$67.7K -1,258 Closed
TAM
2013
Tucker Asset Management
Colorado
– -$58.2K -1,081 Closed
LWANC
2014
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$56.6K -1,052 Closed
OC
2015
Optima Capital
Oregon
– -$55.9K -1,035 Closed
TM
2016
Torren Management
California
– -$51.2K -951 Closed
MW
2017
Merited Wealth
Florida
– -$38.9K -722 Closed
FIA
2018
FNY Investment Advisers
New York
– -$37K -700 Closed
NL
2019
Navalign LLC
California
– -$31.1K -577 Closed
KBFS
2020
Kohmann Bosshard Financial Services
Ohio
– -$19.6K -365 Closed
OCM
2021
Osterweis Capital Management
California
– -$17.4K -323 Closed
PAG
2022
Paladin Advisory Group
Iowa
– -$17.3K -321 Closed
HHMI
2023
Howard Hughes Medical Institute
Maryland
– -$15K -278 Closed
WPA
2024
Wealth Preservation Advisors
Tennessee
– -$13.4K -249 Closed
AWM
2025
Activest Wealth Management
Florida
– -$12.5K -233 Closed
79 80
81
82 83