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CCD

Calamos Dynamic Convertible & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$750K +$269K +8,535 +56%
Stifel Financial
27
Stifel Financial
Missouri
$710K +$252K +7,969 +55%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$646K -$99.4K -3,150 -13%
FPGK
29
Financial Partners Group (Kansas)
Kansas
$591K
5L
30
55I LLC
Massachusetts
$540K +$541K +17,147 New
KAS
31
Kestra Advisory Services
Texas
$485K -$12K -380 -2%
CWS
32
Confluence Wealth Services
Pennsylvania
$466K +$468K +14,828 New
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$465K +$60K +1,900 +15%
Osaic Holdings
34
Osaic Holdings
Arizona
$460K -$1.39K -44 -0.3%
CA
35
Cetera Advisors
Colorado
$456K +$16.9K +536 +4%
ARC
36
Advisor Resource Council
Texas
$441K
CFGS
37
Concourse Financial Group Securities
Alabama
$403K -$21.3K -674 -5%
NA
38
NewEdge Advisors
Louisiana
$363K +$364K +11,532 New
BW
39
Bison Wealth
Georgia
$357K +$35K +1,110 +11%
FFG
40
Ford Financial Group
California
$353K
SF
41
Synovus Financial
Georgia
$285K +$505 +16 +0.2%
AR
42
Apeiron RIA
Texas
$265K +$265K +8,409 New
HA
43
Herold Advisors
New York
$255K -$5.65K -179 -2%
IC
44
Intersect Capital
California
$250K
OC
45
Oppenheimer & Co
New York
$249K -$221 -7 -0.1%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$247K +$247K +7,837 New
LWP
47
Legacy Wealth Planning
Nevada
$239K
GLLW
48
Graves Light Lenhart Wealth
Virginia
$189K
BAM
49
Belpointe Asset Management
Nevada
$175K
AIP
50
Ahrens Investment Partners
Louisiana
$139K -$106K -3,356 -43%