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 |
|---|---|---|---|---|---|---|---|---|---|
| PARK NATL CORP COM | Stock | 1751 | $2,000 | 18 | 0.00 | 18 | +Inf | 09-30-2021 | |
| PPD INC COM | Stock | 1752 | $2,000 | 58 | 0.00 | 0.00 | 28 | 93.33 | 09-30-2021 |
| PBF ENERGY INC CL A | Stock | 1753 | $2,000 | 214 | 0.00 | 214 | +Inf | 09-30-2021 | |
| Oshkosh Corp Com | Stock | 1754 | $2,000 | 34 | 0.00 | 0.00 | -22 | -39.29 | 09-30-2021 |
