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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Everstar Asset Management
North Carolina
$1.5M
PFO
27
PMG Family Office
Texas
$1.35M +$15.4K +1,251 +1%
Stifel Financial
28
Stifel Financial
Missouri
$1.34M +$255K +20,666 +26%
ASG
29
Advisory Solutions Group
Minnesota
$1.11M +$1.02M +82,718 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.07M +$53.4K +4,335 +6%
TWPM
31
Total Wealth Planning & Management
Florida
$1.04M +$69.6K +5,646 +8%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$1.03M -$104K -8,475 -10%
Cohen & Steers
33
Cohen & Steers
New York
$1.01M +$247K +20,000 +36%
IWM
34
IHT Wealth Management
Illinois
$955K
BCM
35
Boreal Capital Management
Florida
$856K
SEI Investments
36
SEI Investments
Pennsylvania
$844K -$35.4K -2,868 -4%
MA
37
Mutual Advisors
Nebraska
$815K +$112K +9,093 +18%
LWMM
38
Legacy Wealth Management (Mississippi)
Mississippi
$741K +$2.11K +171 +0.3%
SA
39
SAM Advisors
California
$721K -$7.7K -625 -1%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$680K -$57.9K -4,700 -8%
Northern Trust
41
Northern Trust
Illinois
$629K -$84.4K -6,846 -13%
IFG
42
Independent Financial Group
California
$609K +$24.7K +2,000 +5%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$522K +$36.4K +2,950 +8%
GWM
44
Geneos Wealth Management
Colorado
$504K -$17.3K -1,400 -4%
P
45
&Partners
Tennessee
$503K +$4.93K +400 +1%
KPWG
46
KFA Private Wealth Group
Virginia
$500K -$747K -60,563 -62%
AWM
47
Apollon Wealth Management
South Carolina
$496K -$11.6K -937 -2%
CW
48
CreativeOne Wealth
Kansas
$493K +$29.6K +2,400 +7%
KAS
49
Kestra Advisory Services
Texas
$493K +$39.9K +3,233 +10%
EGA
50
E&G Advisors
Texas
$469K