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 |
|---|---|---|---|---|---|---|---|---|---|
| American Finl Group Inc Ohio Com | Stock | 701 | $49,000 | 392 | 0.01 | 0.01 | 6 | 1.55 | 09-30-2021 |
| ALLETE INC COM NEW | Stock | 702 | $49,000 | 828 | 0.01 | 0.01 | 222 | 36.63 | 09-30-2021 |
| Western Midstream Partners LP Com Unit LP Int | Stock | 703 | $48,000 | 2,320 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2021 |
| Nortonlifelock Inc Com | Stock | 704 | $48,000 | 1,935 | 0.01 | 0.01 | 722 | 59.52 | 09-30-2021 |
