Institutional Owners for HALO
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PNC FINANCIAL SERVICES GROUP INC Common Stock Liquidated $0 0 0.00 0.00 -163 -52.92 03-31-2024
FINTRUST CAPITAL ADVISORS LLC COM 652 $5,370 132 0.00 0.00 0 0.00 03-31-2024
BELL INVESTMENT ADVISORS INC COM 653 $5,126 126 0.00 0.00 1 0.80 03-31-2024
JPMORGAN CHASE & CO COM Liquidated $0 0 0.00 0.00 32 36.78 12-31-2023
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