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CCD

Calamos Dynamic Convertible & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Centaurus Financial
California
$109K +$2.94K +142 +3%
FFA
52
Farther Finance Advisors
California
$51.8K +$50.8K +2,460 New
EWA
53
EverSource Wealth Advisors
Alabama
$42.1K
OP
54
ORG Partners
Indiana
$39.7K
WIM
55
Westside Investment Management
California
$35.1K
ASN
56
Advisory Services Network
Georgia
$34.9K +$34.2K +1,657 New
VWM
57
Valley Wealth Managers
New Jersey
$31.6K
SIS
58
Sound Income Strategies
Florida
$26.9K +$25.1K +1,213 New
WSFS
59
Wilmington Savings Fund Society
Delaware
$25.2K
AF
60
Allworth Financial
California
$21K
AAP
61
Arax Advisory Partners
Colorado
$19.6K +$19.3K +933 New
IBOK
62
Independence Bank of Kentucky
Kentucky
$14.3K
ME
63
McIlrath & Eck
Washington
$13K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$11.5K +$11.3K +545 New
NSIM
65
North Star Investment Management
Illinois
$10.5K
JP Morgan Chase
66
JP Morgan Chase
New York
$8.63K +$8.47K +410 New
SS
67
Sunbelt Securities
Texas
$7.36K
HI
68
Harbour Investments
Wisconsin
$6.73K
CSC
69
Caldwell Sutter Capital
California
$5.26K
HWP
70
Highline Wealth Partners
California
$3.79K +$3.72K +180 New
Russell Investments Group
71
Russell Investments Group
United Kingdom
$2.73K +$2.69K +130 New
Fidelity Investments
72
Fidelity Investments
Massachusetts
$18 +$21 +1 New
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
-$289K -14,341 Closed
Financial Engines Advisors
74
Financial Engines Advisors
California
-$215K -10,671 Closed
EC
75
Elequin Capital
New York
-$178K -8,814 Closed