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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
$1.18M +$82K +6,906 +8%
GC
27
Grange Capital
Oregon
$942K +$936K +78,863 New
TWPM
28
Total Wealth Planning & Management
Florida
$903K +$898K +75,649 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$797K -$95K -8,009 -11%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$784K +$254K +21,385 +48%
HighTower Advisors
31
HighTower Advisors
Illinois
$724K +$104K +8,805 +17%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$721K -$58.9K -4,960 -8%
SPC
33
Sigma Planning Corp
Michigan
$702K +$79K +6,658 +13%
PG
34
Patten Group
Tennessee
$684K -$9.79K -825 -1%
LMKC
35
L.M. Kohn & Company
Ohio
$654K -$4.44K -374 -0.7%
IFWM
36
Institute for Wealth Management
Colorado
$625K +$70.9K +5,976 +13%
CW
37
CreativeOne Wealth
Kansas
$604K +$600K +50,588 New
Northern Trust
38
Northern Trust
Illinois
$596K +$592K +49,877 New
LWMM
39
Legacy Wealth Management (Mississippi)
Mississippi
$590K +$586K +49,411 New
SIC
40
Samalin Investment Counsel
New York
$563K +$5.67K +478 +1%
CTC
41
Central Trust Company
Missouri
$525K -$119K -10,050 -19%
NA
42
NewEdge Advisors
Louisiana
$520K -$3.23K -272 -0.6%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$508K -$73.6K -6,200 -13%
SA
44
SAM Advisors
California
$492K +$140K +11,828 +40%
AAP
45
Arax Advisory Partners
Colorado
$491K +$3.54K +298 +0.7%
IWM
46
IHT Wealth Management
Illinois
$486K +$22.5K +1,900 +5%
EGA
47
E&G Advisors
Texas
$436K
SPIA
48
Steward Partners Investment Advisory
New York
$435K -$23.6K -1,991 -5%
SA
49
Sanctuary Advisors
Indiana
$428K -$643K -54,152 -59%
GWM
50
Gray Wealth Management
Maine
$426K