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 |
|---|---|---|---|---|---|---|---|---|---|
| Ringcentral Inc Cl A | Stock | 501 | $84,000 | 388 | 0.01 | 0.01 | 142 | 57.72 | 09-30-2021 |
| Nasdaq Inc Com | Stock | 502 | $84,000 | 439 | 0.01 | 0.01 | 94 | 27.25 | 09-30-2021 |
| Molina Healthcare Inc Com | Stock | 503 | $84,000 | 313 | 0.01 | 0.01 | 101 | 47.64 | 09-30-2021 |
| Idex Corp Com | Stock | 504 | $84,000 | 410 | 0.01 | 0.01 | 223 | 119.25 | 09-30-2021 |
