Institutional Owners for SQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PROSPERITY WEALTH MANAGEMENT INC | CL A | 1101 | $415,076 | 5,407 | 0.00 | 0.00 | 512 | 10.46 | 03-31-2024 |
| RED DOOR WEALTH MANAGEMENT LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -80 | -1.46 | 12-31-2023 |
| KOSS-OLINGER CONSULTING LLC | CL A | 1103 | $414,000 | 5,358 | 0.00 | 5,358 | +Inf | 12-31-2023 | |
| COLUMN CAPITAL ADVISORS LLC | Stock | 1104 | $237,101 | 5,357 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
