Institutional Owners for SQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ASHTON THOMAS PRIVATE WEALTH LLC | Stock | 701 | $1,036,294 | 16,491 | 0.00 | 16,491 | +Inf | 12-31-2022 | |
| OAK THISTLE LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 9,157 | 126.18 | 03-31-2024 |
| MORAN WEALTH MANAGEMENT LLC | CL A | 703 | $1,383,983 | 16,363 | 0.00 | 16,363 | +Inf | 03-31-2024 | |
| CETERA ADVISORS LLC | CL A | 704 | $1,264,750 | 16,351 | 0.00 | 0.00 | -1,857 | -10.20 | 12-31-2023 |
