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 |
|---|---|---|---|---|---|---|---|---|---|
| Motorola Solutions Inc Com New | Stock | 301 | $169,000 | 730 | 0.03 | 0.02 | 189 | 34.94 | 09-30-2021 |
| Exelon Corp Com | Stock | 302 | $169,000 | 3,513 | 0.03 | 0.02 | 1,109 | 46.13 | 09-30-2021 |
| McKesson Corp Com | Stock | 303 | $168,000 | 848 | 0.03 | 0.02 | 329 | 63.39 | 09-30-2021 |
| Hims & Hers Health Inc Com Cl A | Stock | 304 | $168,000 | 22,401 | 0.03 | 22,401 | +Inf | 09-30-2021 |
