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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.06M +$163K +15,109 +18%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.06M +$667K +61,803 +160%
HighTower Advisors
28
HighTower Advisors
Illinois
$990K +$11.3K +1,050 +1%
MGWM
29
Marks Group Wealth Management
Minnesota
$958K +$984K +91,134 New
OC
30
Oppenheimer & Co
New York
$951K +$228K +21,158 +31%
SPC
31
Sigma Planning Corp
Michigan
$918K +$59.1K +5,473 +7%
MA
32
Mutual Advisors
Nebraska
$837K -$5.34K -495 -0.6%
CTC
33
Central Trust Company
Missouri
$686K
MCC
34
Money Concepts Capital
Florida
$664K +$682K +63,200 New
SWP
35
Semus Wealth Partners
Florida
$640K +$657K +60,870 New
BPA
36
Beacon Pointe Advisors
California
$608K -$661K -61,200 -51%
Invesco
37
Invesco
Georgia
$561K +$221K +20,468 +62%
CAN
38
Cetera Advisor Networks
California
$468K +$41.5K +3,840 +9%
AWS
39
Atria Wealth Solutions
New York
$464K -$11.5K -1,069 -2%
EGA
40
E&G Advisors
Texas
$399K
NA
41
NewEdge Advisors
Louisiana
$362K +$3.24K +300 +0.9%
FFA
42
Founders Financial Alliance
North Carolina
$357K +$1.92K +178 +0.5%
IFWM
43
Institute for Wealth Management
Colorado
$356K -$346 -32 -0.1%
SPIA
44
Steward Partners Investment Advisory
New York
$341K +$48.5K +4,489 +16%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$334K -$34.9K -3,236 -9%
FNT
46
First Nebraska Trust
Nebraska
$327K +$46.4K +4,300 +16%
GPFA
47
Game Plan Financial Advisors
Ohio
$327K
DBIA
48
Dumont & Blake Investment Advisors
New Jersey
$321K -$8.85K -820 -3%
Stifel Financial
49
Stifel Financial
Missouri
$319K +$70.7K +6,549 +27%
DDC
50
DF Dent & Co
Maryland
$312K +$2.81K +260 +0.9%