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 |
|---|---|---|---|---|---|---|---|---|---|
| HERITAGE COMM CORP COM | Stock | 751 | $43,000 | 3,727 | 0.01 | 0.00 | 2,072 | 125.20 | 09-30-2021 |
| AMERCO COM | Stock | 752 | $43,000 | 67 | 0.01 | 0.00 | 18 | 36.73 | 09-30-2021 |
| Invitation Homes Inc Com | REIT | 753 | $43,000 | 1,132 | 0.01 | 0.00 | 608 | 116.03 | 09-30-2021 |
| Sanofi Sponsored ADR | ADR | 754 | $43,000 | 901 | 0.01 | 0.01 | 1 | 0.11 | 09-30-2021 |
