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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$925K -$326K -24,175 -26%
CTC
27
Central Trust Company
Missouri
$875K -$9.43K -700 -1%
CAG
28
Csenge Advisory Group
Florida
$724K +$112K +8,349 +18%
PAG
29
Private Advisor Group
New Jersey
$695K -$151K -11,175 -18%
MCC
30
Money Concepts Capital
Florida
$689K +$703K +52,180 New
GWM
31
Geneos Wealth Management
Colorado
$569K -$37.4K -2,776 -6%
AWS
32
Atria Wealth Solutions
New York
$544K +$555K +41,179 New
EGA
33
E&G Advisors
Texas
$532K
NA
34
NewEdge Advisors
Louisiana
$521K -$237K -17,618 -31%
Invesco
35
Invesco
Georgia
$518K -$52.1K -3,869 -9%
IFWM
36
Institute for Wealth Management
Colorado
$508K +$15.8K +1,174 +3%
OC
37
Oppenheimer & Co
New York
$477K +$72.4K +5,375 +17%
CAN
38
Cetera Advisor Networks
California
$476K +$21.7K +1,609 +5%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$475K -$37K -2,748 -7%
FFA
40
Founders Financial Alliance
North Carolina
$447K +$1.93K +143 +0.4%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$428K +$28.4K +2,110 +7%
WP
42
WealthPLAN Partners
Nebraska
$423K +$2.25K +167 +0.5%
DBIA
43
Dumont & Blake Investment Advisors
New Jersey
$423K +$14.3K +1,060 +3%
WIM
44
WealthPlan Investment Management
Nebraska
$423K +$454K +33,689 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$411K +$420K +31,153 New
GPFA
46
Game Plan Financial Advisors
Ohio
$396K
DDC
47
DF Dent & Co
Maryland
$389K
TA
48
TFG Advisers
Michigan
$379K -$6.74K -500 -2%
SPIA
49
Steward Partners Investment Advisory
New York
$376K +$93.1K +6,912 +32%
WE
50
Wealth Effects
Massachusetts
$372K +$539 +40 +0.1%