Institutional Owners for HALO
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
STATE OF WYOMING COM 451 $292,600 8,112 0.00 0.08 3,886 91.95 06-30-2023
EFG CAPITAL INTERNATIONAL CORP COM 452 $288,885 8,009 0.00 8,009 +Inf 06-30-2023
ZUCKERMAN INVESTMENT GROUP LLC COM 453 $325,440 8,000 0.00 8,000 +Inf 03-31-2024
WRAPMANAGER INC COM 454 $323,365 7,949 0.00 7,949 +Inf 03-31-2024
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