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SOBR Safe

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$722K
Geode Capital Management
2
Geode Capital Management
Massachusetts
$170K +$63.1K +31 +52%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$143K -$2.04K -1 -1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$124K +$28.5K +14 +27%
BlackRock
5
BlackRock
New York
$98K +$42.7K +21 +68%
KPWS
6
Kestra Private Wealth Services
Texas
$56K
WP
7
Westmount Partners
California
$50.4K
FFS
8
Founders Financial Securities
Maryland
$44.5K
State Street
9
State Street
Massachusetts
$42K
SW
10
SkyOak Wealth
Michigan
$41.6K +$44.8K +22 New
Northern Trust
11
Northern Trust
Illinois
$31.4K
WANY
12
Wealthspire Advisors (New York)
New York
$25.2K
XT
13
XTX Topco
Cayman Islands
$23.6K -$12.2K -6 -32%
Osaic Holdings
14
Osaic Holdings
Arizona
$16.1K
TRCT
15
Tower Research Capital (TRC)
New York
$8.34K +$2.04K +1 +33%
NFSG
16
Newbridge Financial Services Group
Florida
$3.4K
Morgan Stanley
17
Morgan Stanley
New York
$1.53K -$4.07K -2 -67%
SIS
18
Sound Income Strategies
Florida
$1.19K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1K
Wells Fargo
20
Wells Fargo
California
$151
UBS Group
21
UBS Group
Switzerland
-$16.6K -7 Closed
BAM
22
Belpointe Asset Management
Nevada
-$1.55K -1 Closed
FCA
23
Fortis Capital Advisors
Kansas
-$1.55K -1 Closed
Bank of America
24
Bank of America
North Carolina
-$20