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 |
|---|---|---|---|---|---|---|---|---|---|
| Rexford Indl Rlty Inc Com | REIT | 901 | $29,000 | 525 | 0.00 | 0.00 | 76 | 16.93 | 09-30-2021 |
| SASOL LTD SPONSORED ADR | ADR | 902 | $29,000 | 1,561 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
| Prudential Plc ADR | ADR | 903 | $29,000 | 755 | 0.00 | 0.00 | 67 | 9.74 | 09-30-2021 |
| VICOR CORP COM | Stock | 904 | $28,000 | 215 | 0.00 | 0.00 | 66 | 44.30 | 09-30-2021 |
