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CCD

Calamos Dynamic Convertible & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$48.6K
EB
52
Eastern Bank
Massachusetts
$46.5K +$47K +1,915 New
OP
53
ORG Partners
Indiana
$45.8K +$46.2K +1,885 New
WIM
54
Westside Investment Management
California
$40.5K +$40.9K +1,667 New
VWM
55
Valley Wealth Managers
New Jersey
$36.5K
WSFS
56
Wilmington Savings Fund Society
Delaware
$29.2K
IBOK
57
Independence Bank of Kentucky
Kentucky
$16.6K
ME
58
McIlrath & Eck
Washington
$15.1K
NSIM
59
North Star Investment Management
Illinois
$12.2K -$11K -450 -47%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$11K +$4.68K +191 +73%
FFA
61
Farther Finance Advisors
California
$10.6K
SS
62
Sunbelt Securities
Texas
$8.69K
HI
63
Harbour Investments
Wisconsin
$7.78K -$18.9K -770 -71%
CSC
64
Caldwell Sutter Capital
California
$6.08K
JP Morgan Chase
65
JP Morgan Chase
New York
$4.86K +$4.91K +200 New
WWA
66
Wingate Wealth Advisors
Massachusetts
$4.86K +$4.91K +200 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$24 +$25 +1 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
-$251K -9,867 Closed
SWP
69
Semus Wealth Partners
Florida
-$208K -8,189 Closed
PIA
70
Perennial Investment Advisors
California
-$203K -7,998 Closed
IAIM
71
International Assets Investment Management
Florida
-$113K -4,461 Closed
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
-$112K -4,427 Closed
SWM
73
Spire Wealth Management
Virginia
-$14.2K -559 Closed