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 |
|---|---|---|---|---|---|---|---|---|---|
| Stifel Finl Corp Com | Stock | 451 | $97,000 | 1,431 | 0.02 | 0.01 | 439 | 44.25 | 09-30-2021 |
| MARKETAXESS HLDGS INC COM | Stock | 452 | $97,000 | 231 | 0.02 | 0.02 | -2 | -0.86 | 09-30-2021 |
| First Horizon Corporation Com | Stock | 453 | $97,000 | 5,987 | 0.02 | 0.02 | -100 | -1.64 | 09-30-2021 |
| Eastman Chem Co Com | Stock | 454 | $97,000 | 969 | 0.02 | 0.02 | 35 | 3.75 | 09-30-2021 |
