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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Everstar Asset Management
North Carolina
$1.2M -$69.9K -6,230 -5%
PFO
27
PMG Family Office
Texas
$1.06M +$41.6K +3,704 +4%
KPWG
28
KFA Private Wealth Group
Virginia
$1.05M +$20.8K +1,850 +2%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$911K +$952K +84,832 New
Stifel Financial
30
Stifel Financial
Missouri
$851K +$55.4K +4,940 +7%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$813K +$40.6K +3,618 +5%
TWPM
32
Total Wealth Planning & Management
Florida
$767K
IWM
33
IHT Wealth Management
Illinois
$763K +$22.2K +1,977 +3%
SEI Investments
34
SEI Investments
Pennsylvania
$705K +$209K +18,651 +40%
BCM
35
Boreal Capital Management
Florida
$684K
IFWM
36
Institute for Wealth Management
Colorado
$637K +$6.52K +581 +1%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$594K +$161K +14,378 +35%
Cohen & Steers
38
Cohen & Steers
New York
$591K +$617K +55,000 New
LWMM
39
Legacy Wealth Management (Mississippi)
Mississippi
$590K +$2.08K +185 +0.3%
SA
40
SAM Advisors
California
$583K +$37.4K +3,334 +7%
Northern Trust
41
Northern Trust
Illinois
$576K +$102K +9,064 +20%
MA
42
Mutual Advisors
Nebraska
$554K +$252K +22,416 +77%
IFG
43
Independent Financial Group
California
$465K
GWM
44
Geneos Wealth Management
Colorado
$418K +$4.49K +400 +1%
AWM
45
Apollon Wealth Management
South Carolina
$407K -$842K -74,996 -66%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$402K -$338K -30,105 -46%
P
47
&Partners
Tennessee
$397K -$81.3K -7,242 -16%
NP
48
NorthRock Partners
Minnesota
$379K +$396K +35,272 New
EGA
49
E&G Advisors
Texas
$375K -$1.12K -100 -0.3%
CW
50
CreativeOne Wealth
Kansas
$368K -$39.8K -3,550 -9%