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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$208K
UCFA
52
United Capital Financial Advisors
Texas
$208K +$53.2K +5,302 +35%
DA
53
Doliver Advisors
Texas
$201K -$584K -58,201 -75%
PAG
54
Private Advisor Group
New Jersey
$187K -$11.8K -1,179 -6%
SBIA
55
Sheaff Brock Investment Advisors
Indiana
$187K
CFGS
56
Concourse Financial Group Securities
Alabama
$184K +$12.1K +1,210 +7%
B
57
Bellecapital
Switzerland
$181K +$2.76K +275 +2%
CDH
58
Charles D. Hyman
$167K
CCP
59
Corient Capital Partners
California
$164K +$162K +16,163 New
FFG
60
Ford Financial Group
California
$162K
Cohen & Steers
61
Cohen & Steers
New York
$157K +$156K +15,520 New
FHA
62
Flagship Harbor Advisors
Massachusetts
$156K +$30.1K +3,000 +24%
PA
63
PFG Advisors
Arizona
$148K -$8.03K -800 -5%
DP
64
Dearborn Partners
Illinois
$148K
AAS
65
Avantax Advisory Services
Texas
$142K +$9.55K +951 +7%
FIA
66
FNY Investment Advisers
New York
$133K +$132K +13,171 New
PAS
67
Partnervest Advisory Services
California
$130K +$128K +12,798 New
WCM
68
Windsor Capital Management
Arizona
$124K -$6.25K -623 -5%
LWAC
69
Laurel Wealth Advisors (California)
California
$121K +$141 +14 +0.1%
BAM
70
Belpointe Asset Management
Nevada
$120K +$119K +11,879 New
TPA
71
Trivium Point Advisory
Connecticut
$118K +$117K +11,627 New
IFWM
72
Institute for Wealth Management
Colorado
$115K +$114K +11,375 New
PFS
73
Prospera Financial Services
Texas
$108K +$103K +10,300 New
LC
74
Lindbrook Capital
California
$102K +$102K +10,127 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$99K