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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
TFG Advisers
Michigan
$403K +$2.48K +175 +0.6%
IFWM
52
Institute for Wealth Management
Colorado
$401K +$23.4K +1,653 +6%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$398K -$188K -13,300 -32%
OC
54
Oppenheimer & Co
New York
$389K +$108K +7,608 +39%
FNT
55
First Nebraska Trust
Nebraska
$384K +$8.5K +600 +2%
CAN
56
Claraphi Advisory Network
United States
$374K +$52.4K +3,700 +16%
SWP
57
Stratos Wealth Partners
Ohio
$368K +$24.5K +1,729 +7%
KAS
58
Kestra Advisory Services
Texas
$340K -$234K -16,504 -41%
RCM
59
Robinson Capital Management
Michigan
$330K -$2.48K -175 -0.8%
UCFA
60
United Capital Financial Advisors
Texas
$329K -$14.9K -1,051 -4%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$329K
B
62
Bellecapital
Switzerland
$302K +$5.6K +395 +2%
CIA
63
Capital Investment Advisors
Georgia
$294K -$14.2K -1,000 -5%
SBIA
64
Sheaff Brock Investment Advisors
Indiana
$288K +$24.1K +1,700 +9%
FAIM
65
Financial Advocates Investment Management
Washington
$278K +$277K +19,556 New
BAM
66
Belpointe Asset Management
Nevada
$252K +$80.8K +5,700 +47%
PA
67
Pinnacle Associates
New York
$242K
ASN
68
Advisory Services Network
Georgia
$237K +$91.9K +6,488 +64%
CDH
69
Charles D. Hyman
$235K
CAL
70
Capital Analysts LLC
Pennsylvania
$232K +$232K +16,350 New
MW
71
Marcum Wealth
Ohio
$225K +$2.14K +151 +1%
SFG
72
Sovereign Financial Group
Connecticut
$218K +$47.5K +3,350 +28%
FFG
73
Ford Financial Group
California
$213K
KOMWMG
74
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$179K +$6.52K +460 +4%
MGIA
75
Moneta Group Investment Advisors
Missouri
$172K -$227 -16 -0.1%