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 |
|---|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications Inc Cl A | Stock | 351 | $141,000 | 541 | 0.02 | 0.05 | -194 | -26.39 | 09-30-2021 |
| Verisign Inc Com | Stock | 352 | $141,000 | 688 | 0.02 | 0.02 | 182 | 35.97 | 09-30-2021 |
| Synchrony Financial Com | Stock | 353 | $140,000 | 2,890 | 0.02 | 0.01 | 1,473 | 103.95 | 09-30-2021 |
| Public Svc Enterprise Grp Inc Com | Stock | 354 | $140,000 | 2,307 | 0.02 | 0.02 | 704 | 43.92 | 09-30-2021 |
