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 |
|---|---|---|---|---|---|---|---|---|---|
| Mettler Toledo International Com | Stock | 401 | $114,000 | 83 | 0.02 | 0.02 | 6 | 7.79 | 09-30-2021 |
| Etsy Inc Com | Stock | 402 | $114,000 | 552 | 0.02 | 0.01 | 317 | 134.89 | 09-30-2021 |
| Cms Energy Corp Com | Stock | 403 | $114,000 | 1,939 | 0.02 | 0.02 | 12 | 0.62 | 09-30-2021 |
| Public Storage Com | REIT | 404 | $114,000 | 385 | 0.02 | 0.02 | 7 | 1.85 | 09-30-2021 |
