Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERMAN CAPITAL ADVISORS LLC | 10-06-2021 | 09-30-2021 | 2786 | 635,620,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Regal Beloit Corp Com | Stock | 1251 | $9,000 | 64 | 0.00 | 0.00 | -11 | -14.67 | 09-30-2021 |
| Ralph Lauren Corp Cl A | Stock | 1252 | $9,000 | 81 | 0.00 | 0.00 | 13 | 19.12 | 09-30-2021 |
| RPM Intl Inc Com | Stock | 1253 | $9,000 | 126 | 0.00 | 0.00 | 1 | 0.80 | 09-30-2021 |
| Magna Intl Inc Com | Stock | 1254 | $9,000 | 126 | 0.00 | 0.00 | 23 | 22.33 | 09-30-2021 |
