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SOBR Safe

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$207K +$9.84K +13 +3%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$53.9K
SPIA
3
Steward Partners Investment Advisory
New York
$26.6K -$20.4K -27 -33%
BlackRock
4
BlackRock
New York
$25.4K -$757 -1 -2%
KPWS
5
Kestra Private Wealth Services
Texas
$14.4K -$757 -1 -3%
WP
6
Westmount Partners
California
$13.4K
FFS
7
Founders Financial Securities
Maryland
$11.8K
State Street
8
State Street
Massachusetts
$11.6K
SW
9
SkyOak Wealth
Michigan
$11K
Stifel Financial
10
Stifel Financial
Missouri
$9.02K +$13.6K +18 New
CWM
11
Centric Wealth Management
Illinois
$8.48K +$7.57K +10 New
Northern Trust
12
Northern Trust
Illinois
$8.33K
WANY
13
Wealthspire Advisors (New York)
New York
$6.68K
XT
14
XTX Topco
Cayman Islands
$6.2K -$2.27K -3 -20%
UBS Group
15
UBS Group
Switzerland
$4.56K +$6.81K +9 New
TRCT
16
Tower Research Capital (TRC)
New York
$2.96K +$757 +1 +20%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$2K +$3.78K +5 New
NFSG
18
Newbridge Financial Services Group
Florida
$902
Osaic Holdings
19
Osaic Holdings
Arizona
$768 -$10.6K -14 -88%
SIS
20
Sound Income Strategies
Florida
$316
Wells Fargo
21
Wells Fargo
California
$54
JP Morgan Chase
22
JP Morgan Chase
New York
$13
Bank of America
23
Bank of America
North Carolina
$8
Bank of New York Mellon
24
Bank of New York Mellon
New York
-$89.9K -74 Closed