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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$759K -$59.1K -5,133 -7%
EGA
27
E&G Advisors
Texas
$682K +$299 +26 +0%
AG
28
Advisor Group
Arizona
$678K -$492K -42,720 -43%
CP
29
Camelot Portfolios
Ohio
$635K -$312K -27,090 -33%
PA
30
Pinnacle Associates
New York
$608K -$2.3K -200 -0.4%
GWM
31
Geneos Wealth Management
Colorado
$582K +$74.2K +6,440 +15%
FAAS
32
First Allied Advisory Services
California
$465K -$20.1K -1,747 -4%
MA
33
Mutual Advisors
Nebraska
$455K +$444K +38,596 New
IA
34
IFP Advisors
Florida
$431K +$235K +20,444 +127%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$388K +$15.3K +1,325 +4%
MML Investors Services
36
MML Investors Services
Massachusetts
$372K -$9.37K -814 -3%
FWM
37
Frontier Wealth Management
Missouri
$371K +$107K +9,293 +42%
Truist Financial
38
Truist Financial
North Carolina
$369K -$37.9K -3,293 -10%
NL
39
NWAM LLC
Washington
$360K -$484 -42 -0.1%
CRWM
40
Castle Rock Wealth Management
California
$343K +$335K +29,057 New
FNT
41
First Nebraska Trust
Nebraska
$334K -$4.41K -383 -1%
CIA
42
Capital Investment Advisors
Georgia
$289K
CAN
43
Claraphi Advisory Network
United States
$285K -$7.69K -668 -3%
William Blair & Company
44
William Blair & Company
Illinois
$285K +$278K +24,157 New
DBIA
45
Dumont & Blake Investment Advisors
New Jersey
$283K
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$259K +$16.8K +1,455 +7%
Millennium Management
47
Millennium Management
New York
$234K -$860K -74,647 -79%
Stifel Financial
48
Stifel Financial
Missouri
$234K -$22.2K -1,925 -9%
LWAC
49
Laurel Wealth Advisors (California)
California
$233K +$6.36K +552 +3%
SIM
50
Sonora Investment Management
Arizona
$219K +$213K +18,535 New