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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$1.08M -$179K -16,403 -14%
KPWG
27
KFA Private Wealth Group
Virginia
$1M -$51.6K -4,728 -5%
PFO
28
PMG Family Office
Texas
$999K -$125K -11,474 -11%
BCM
29
Boreal Capital Management
Florida
$880K
Comerica Bank
30
Comerica Bank
Texas
$830K +$286K +26,222 +49%
Stifel Financial
31
Stifel Financial
Missouri
$779K +$405K +37,115 +100%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$755K +$67.1K +6,150 +9%
TWPM
33
Total Wealth Planning & Management
Florida
$749K +$780K +71,436 New
IWM
34
IHT Wealth Management
Illinois
$724K +$299K +27,395 +66%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$722K +$87.3K +7,998 +14%
LCM
36
Landscape Capital Management
New Jersey
$715K -$850K -77,879 -53%
SIC
37
Samalin Investment Counsel
New York
$710K +$132K +12,074 +22%
IFWM
38
Institute for Wealth Management
Colorado
$615K -$35K -3,210 -5%
LWMM
39
Legacy Wealth Management (Mississippi)
Mississippi
$574K +$2.07K +190 +0.3%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$548K +$571K +52,303 New
SA
41
SAM Advisors
California
$534K +$20K +1,835 +4%
SEI Investments
42
SEI Investments
Pennsylvania
$493K -$21.5K -1,969 -4%
GFG
43
Greenberg Financial Group
Arizona
$479K +$499K +45,685 New
Northern Trust
44
Northern Trust
Illinois
$467K +$12.8K +1,170 +3%
P
45
&Partners
Tennessee
$464K +$79.2K +7,257 +20%
IFG
46
Independent Financial Group
California
$454K +$10.9K +1,000 +2%
AAP
47
Arax Advisory Partners
Colorado
$437K +$41.7K +3,819 +10%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$429K -$12.6K -1,156 -3%
GWM
49
Geneos Wealth Management
Colorado
$403K
CW
50
CreativeOne Wealth
Kansas
$397K -$16.4K -1,500 -4%