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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$895K -$5.25K -450 -0.5%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$827K +$100K +8,613 +11%
SPC
28
Sigma Planning Corp
Michigan
$791K +$33.5K +2,874 +4%
MA
29
Mutual Advisors
Nebraska
$774K -$11.6K -991 -1%
OC
30
Oppenheimer & Co
New York
$670K +$239K +20,504 +42%
CTC
31
Central Trust Company
Missouri
$630K -$3.5K -300 -0.5%
WAM
32
Wolverine Asset Management
Illinois
$458K +$554K +47,491 New
AWS
33
Atria Wealth Solutions
New York
$435K +$286K +24,500 +120%
CAN
34
Cetera Advisor Networks
California
$393K +$49.9K +4,277 +12%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$373K +$24.2K +2,076 +6%
EGA
36
E&G Advisors
Texas
$367K -$26.8K -2,300 -6%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$338K -$23.7K -2,034 -5%
PAG
38
Private Advisor Group
New Jersey
$330K -$201K -17,257 -34%
NA
39
NewEdge Advisors
Louisiana
$330K
IFWM
40
Institute for Wealth Management
Colorado
$327K -$47.5K -4,073 -11%
FFA
41
Founders Financial Alliance
North Carolina
$327K -$18.2K -1,561 -4%
Invesco
42
Invesco
Georgia
$318K -$153K -13,117 -28%
DBIA
43
Dumont & Blake Investment Advisors
New Jersey
$303K -$7.93K -680 -2%
GPFA
44
Game Plan Financial Advisors
Ohio
$300K +$12.5K +1,075 +4%
DDC
45
DF Dent & Co
Maryland
$284K
SIMG
46
Sonora Investment Management Group
Arizona
$282K
SPIA
47
Steward Partners Investment Advisory
New York
$270K +$21.1K +1,806 +7%
TA
48
TFG Advisers
Michigan
$266K -$9.75K -836 -3%
WE
49
Wealth Effects
Massachusetts
$263K -$11.1K -950 -3%
FNT
50
First Nebraska Trust
Nebraska
$259K -$7K -600 -2%