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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$389K +$19.3K +1,569 +6%
KPWS
52
Kestra Private Wealth Services
Texas
$385K -$71.8K -5,834 -17%
TA
53
TFG Advisers
Michigan
$381K +$4.59K +373 +1%
IFWM
54
Institute for Wealth Management
Colorado
$359K +$43K +3,492 +15%
FNT
55
First Nebraska Trust
Nebraska
$357K -$30.8K -2,500 -9%
DBIA
56
Dumont & Blake Investment Advisors
New Jersey
$353K
UCFA
57
United Capital Financial Advisors
Texas
$327K -$46.8K -3,800 -14%
SWP
58
Stratos Wealth Partners
Ohio
$327K +$47.4K +3,847 +19%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$313K +$285K +23,109 New
RCM
60
Robinson Capital Management
Michigan
$312K +$284K +23,057 New
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$311K +$283K +23,000 New
KM
62
Kalos Management
Georgia
$309K
CAN
63
Claraphi Advisory Network
United States
$306K +$21.3K +1,733 +8%
CIA
64
Capital Investment Advisors
Georgia
$294K
NL
65
NWAM LLC
Washington
$286K -$33.9K -2,755 -12%
B
66
Bellecapital
Switzerland
$282K +$4.86K +395 +2%
OC
67
Oppenheimer & Co
New York
$267K +$37 +3 +0%
CRC
68
Curi RMB Capital
Illinois
$251K -$660K -53,612 -74%
SBIA
69
Sheaff Brock Investment Advisors
Indiana
$251K
APW
70
Aurora Private Wealth
New Jersey
$238K -$11.1K -900 -5%
PA
71
Pinnacle Associates
New York
$230K +$7.39K +600 +4%
CDH
72
Charles D. Hyman
$223K
MW
73
Marcum Wealth
Ohio
$212K +$1.87K +152 +1%
FFG
74
Ford Financial Group
California
$203K
Millennium Management
75
Millennium Management
New York
$185K +$169K +13,700 New