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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$219K
WP
52
WealthPLAN Partners
Nebraska
$208K -$579K -47,193 -68%
CDH
53
Charles D. Hyman
$199K +$203K +16,500 New
FFG
54
Ford Financial Group
California
$195K +$31.9K +2,600 +19%
QCIG
55
Quad-Cities Investment Group
Iowa
$190K +$4.15K +338 +2%
WKWM
56
Walter & Keenan Wealth Management
Indiana
$157K
WCM
57
Windsor Capital Management
Arizona
$152K +$2.44K +199 +2%
OC
58
Oppenheimer & Co
New York
$142K -$51.6K -4,200 -26%
FHA
59
Flagship Harbor Advisors
Massachusetts
$135K -$6.14K -500 -4%
Citadel Advisors
60
Citadel Advisors
Florida
$124K +$126K +10,265 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$117K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$78K -$12 -1 -0%
APA
63
American Portfolios Advisors
New York
$71K
AF
64
Allworth Financial
California
$64K
SWP
65
Stratos Wealth Partners
Ohio
$61K +$62.4K +5,080 New
MMG
66
Monetary Management Group
Missouri
$60K
RIA
67
RPG Investment Advisory
California
$56K -$8.81K -718 -13%
IFAM
68
Institutional & Family Asset Management
Colorado
$53K +$393 +32 +0.7%
AAP
69
Arax Advisory Partners
Colorado
$48K +$49.1K +4,000 New
SPIA
70
Steward Partners Investment Advisory
New York
$43K +$36.9K +3,005 +522%
BC
71
Barnett & Company
Tennessee
$41K
CWA
72
Clarus Wealth Advisors
Arizona
$38K
MFW
73
Mosaic Family Wealth
Missouri
$38K
Citigroup
74
Citigroup
New York
$33K -$2.42K -197 -7%
US Bancorp
75
US Bancorp
Minnesota
$32K +$172 +14 +0.5%