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CCD

Calamos Dynamic Convertible & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
51
Graves Light Lenhart Wealth
Virginia
$182K
BAM
52
Belpointe Asset Management
Nevada
$169K
HI
53
Harbour Investments
Wisconsin
$125K +$10.1K +327 +9%
CI
54
CX Institutional
Indiana
$121K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$117K
NFG
56
Next Financial Group
Texas
$62K
APWA
57
Atlas Private Wealth Advisors
New Jersey
$61K
TWM
58
Tradition Wealth Management
Minnesota
$60K +$9.77K +315 +19%
AWM
59
Accel Wealth Management
Iowa
$55K +$186 +6 +0.3%
GWS
60
Glassman Wealth Services
Virginia
$48K
DOA
61
D'Orazio & Associates
Virginia
$42K +$43.2K +1,392 New
CWAF
62
Core Wealth Advisors (Florida)
Florida
$40K
FIA
63
FNY Investment Advisers
New York
$39K +$40.4K +1,302 New
NSIM
64
North Star Investment Management
Illinois
$29K +$15.5K +500 +111%
LWM
65
Liberty Wealth Management
California
$22K +$434 +14 +2%
AWM
66
Avior Wealth Management
Nebraska
$19K +$20.2K +650 New
GAM
67
Gemmer Asset Management
California
$11K
WQ
68
Wealth Quarterback
New Jersey
$10K +$186 +6 +2%
SCA
69
Stonebridge Capital Advisors
Minnesota
$9K
APA
70
American Portfolios Advisors
New York
$8.64K
TRCT
71
Tower Research Capital (TRC)
New York
$1K -$3.63K -117 -75%
BRWA
72
B. Riley Wealth Advisors
Florida
-$243K -7,792 Closed
ASN
73
Advisory Services Network
Georgia
-$33K -1,062 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
+$31 +1 New