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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
$1.01M -$103K -9,500 -9%
MGWM
27
Marks Group Wealth Management
Minnesota
$990K
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$920K +$180K +16,489 +23%
SPC
29
Sigma Planning Corp
Michigan
$789K +$7.04K +647 +0.9%
RCA
30
Reitz Capital Advisors
Michigan
$768K -$2.54M -233,612 -76%
CAM
31
Cresset Asset Management
Illinois
$748K -$133K -12,215 -15%
CTC
32
Central Trust Company
Missouri
$642K -$16.9K -1,555 -2%
BPA
33
Beacon Pointe Advisors
California
$636K +$42.7K +3,920 +7%
SWP
34
Semus Wealth Partners
Florida
$622K -$2.81K -258 -0.4%
CAN
35
Cetera Advisor Networks
California
$568K +$127K +11,658 +28%
IFWM
36
Institute for Wealth Management
Colorado
$499K +$20.6K +1,895 +4%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$455K +$470K +43,184 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$426K +$441K +40,494 New
EGA
39
E&G Advisors
Texas
$400K -$5.45K -500 -1%
HighTower Advisors
40
HighTower Advisors
Illinois
$387K -$560K -51,419 -58%
SI
41
Stephens Inc
Arkansas
$385K
FFA
42
Founders Financial Alliance
North Carolina
$361K +$2.1K +193 +0.6%
AWS
43
Atria Wealth Solutions
New York
$359K -$120K -11,012 -24%
Stifel Financial
44
Stifel Financial
Missouri
$350K +$17.6K +1,620 +5%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$345K -$17.7K -1,627 -5%
NA
46
NewEdge Advisors
Louisiana
$344K -$83.8K -7,700 -19%
SPIA
47
Steward Partners Investment Advisory
New York
$333K +$1.68K +154 +0.5%
DBIA
48
Dumont & Blake Investment Advisors
New Jersey
$331K
FNT
49
First Nebraska Trust
Nebraska
$325K
MWM
50
Mission Wealth Management
California
$324K -$10.9K -1,000 -3%