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 |
|---|---|---|---|---|---|---|---|---|---|
| Brown & Brown Inc Com | Stock | 551 | $72,000 | 1,303 | 0.01 | 0.01 | 406 | 45.26 | 09-30-2021 |
| Juniper Networks Inc Com | Stock | 552 | $71,000 | 2,587 | 0.01 | 0.01 | 334 | 14.82 | 09-30-2021 |
| Gallagher Arthur J & Co Com | Stock | 553 | $71,000 | 482 | 0.01 | 0.01 | 164 | 51.57 | 09-30-2021 |
| DXC Technology Co Com | Stock | 554 | $71,000 | 2,127 | 0.01 | 0.01 | 477 | 28.91 | 09-30-2021 |
