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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.12M -$19.6K -1,700 -2%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.04M +$51.3K +4,450 +5%
EWA
28
EP Wealth Advisors
California
$1.01M -$117K -10,122 -84%
MGWM
29
Marks Group Wealth Management
Minnesota
$988K +$31.9K +2,764 +3%
SPC
30
Sigma Planning Corp
Michigan
$935K +$17.1K +1,480 +2%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$736K -$355K -30,799 -31%
MA
32
Mutual Advisors
Nebraska
$727K -$122K -10,550 -13%
CTC
33
Central Trust Company
Missouri
$662K -$26.5K -2,300 -4%
SWP
34
Semus Wealth Partners
Florida
$637K -$3.19K -277 -0.5%
Invesco
35
Invesco
Georgia
$568K +$6.99K +606 +1%
BPA
36
Beacon Pointe Advisors
California
$547K -$67.8K -5,882 -10%
AWS
37
Atria Wealth Solutions
New York
$478K +$17.4K +1,511 +3%
CAN
38
Cetera Advisor Networks
California
$461K -$7.61K -660 -1%
IFWM
39
Institute for Wealth Management
Colorado
$457K +$111K +9,602 +28%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$428K +$469K +40,707 New
EGA
41
E&G Advisors
Texas
$408K +$9.22K +800 +2%
NA
42
NewEdge Advisors
Louisiana
$407K +$57.7K +5,004 +15%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$407K -$712K -61,759 -61%
OFG
44
OTA Financial Group
New York
$398K +$436K +37,853 New
CG
45
Colony Group
Massachusetts
$390K +$427K +37,026 New
FFA
46
Founders Financial Alliance
North Carolina
$356K -$1.46K -127 -0.4%
SPIA
47
Steward Partners Investment Advisory
New York
$345K +$3.97K +344 +1%
MWM
48
Mission Wealth Management
California
$336K +$368K +31,920 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$334K
DBIA
50
Dumont & Blake Investment Advisors
New Jersey
$330K +$9.46K +820 +3%