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icono de CHI

Calamos Convertible Opportunities and Income Fund
CHI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Melfa Wealth Management
101
Melfa Wealth Management
Massachusetts
USD 159 k – – –
MGO One Seven
102
MGO One Seven
Ohio
USD 145 k +USD 133 k +10,807 Nuevas
Continuum Advisory
103
Continuum Advisory
Idaho
USD 144 k +USD 132 k +10,713 Nuevas
Clearstead Advisors
104
Clearstead Advisors
Ohio
USD 140 k -USD 6.51 k -528 -5%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
USD 127 k +USD 89.6 k +7,269 +331%
Allworth Financial
106
Allworth Financial
California
USD 120 k – – –
Steward Partners Investment Advisory
107
Steward Partners Investment Advisory
New York
USD 119 k – – –
Jones Financial Companies
108
Jones Financial Companies
Missouri
USD 109 k +USD 104 k +8,400 Nuevas
Barrett & Company
109
Barrett & Company
Rhode Island
USD 104 k – – –
Global Retirement Partners
110
Global Retirement Partners
California
USD 101 k +USD 92.6 k +7,513 Nuevas
Monetary Management Group
111
Monetary Management Group
Missouri
USD 101 k – – –
NBC Securities
112
NBC Securities
Alabama
USD 59.3 k – – –
Clark Wealth Partners
113
Clark Wealth Partners
Illinois
USD 57.8 k – – –
Wilmington Savings Fund Society
114
Wilmington Savings Fund Society
Delaware
USD 53.8 k – – –
AmeriFlex Group
115
AmeriFlex Group
Nevada
USD 49.7 k – – –
Private Trust Company
116
Private Trust Company
Ohio
USD 40.3 k – – –
GHP Investment Advisors
117
GHP Investment Advisors
Colorado
USD 32.3 k – – –
Costello Asset Management
118
Costello Asset Management
Pennsylvania
USD 31 k +USD 456 +37 +2%
IFG Advisory
119
IFG Advisory
Georgia
USD 27.7 k +USD 25.4 k +2,058 Nuevas
IFP Advisors
120
IFP Advisors
Florida
USD 26.9 k – – –
Institute for Wealth Management
121
Institute for Wealth Management
Colorado
USD 22.8 k -USD 710 k -57,582 -97%
AssetMark Inc
122
AssetMark Inc
California
USD 22.5 k +USD 17.6 k +1,431 +594%
CX Institutional
123
CX Institutional
Indiana
USD 21 k +USD 431 +35 +2%
Caldwell Trust
124
Caldwell Trust
Florida
USD 20.6 k – – –
Gen-Wealth Partners
125
Gen-Wealth Partners
Michigan
USD 20.5 k -USD 8.32 k -675 -31%
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5
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