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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
$397K +$118K +7,600 +41%
FNT
52
First Nebraska Trust
Nebraska
$382K -$38.8K -2,500 -9%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$344K -$5.66K -365 -2%
AWM
54
Axxcess Wealth Management
California
$333K +$342K +22,044 New
SPIA
55
Steward Partners Investment Advisory
New York
$326K +$179K +11,540 +115%
LNWWM
56
Laird Norton Wetherby Wealth Management
California
$323K
Truist Financial
57
Truist Financial
North Carolina
$320K -$294K -18,948 -47%
ASN
58
Advisory Services Network
Georgia
$315K -$32.4K -2,090 -9%
FAIM
59
Financial Advocates Investment Management
Washington
$314K -$76.5K -4,938 -19%
SIMG
60
Sonora Investment Management Group
Arizona
$314K +$322K +20,750 New
CI
61
CX Institutional
Indiana
$309K +$77.1K +4,971 +32%
SBIA
62
Sheaff Brock Investment Advisors
Indiana
$306K
CAN
63
Claraphi Advisory Network
United States
$287K -$46.8K -3,018 -14%
B
64
Bellecapital
Switzerland
$264K +$2.84K +183 +1%
BAM
65
Belpointe Asset Management
Nevada
$259K +$155 +10 +0.1%
PA
66
Pinnacle Associates
New York
$257K
CIA
67
Capital Investment Advisors
Georgia
$251K -$63.6K -4,100 -20%
CDH
68
Charles D. Hyman
$249K
CAL
69
Capital Analysts LLC
Pennsylvania
$247K
MW
70
Marcum Wealth
Ohio
$246K +$2.42K +156 +1%
MML Investors Services
71
MML Investors Services
Massachusetts
$239K +$35.6K +2,294 +17%
FFG
72
Ford Financial Group
California
$226K
CA
73
Cetera Advisors
Colorado
$212K -$75.2K -4,851 -26%
SFG
74
Sovereign Financial Group
Connecticut
$203K -$13.2K -850 -6%
KOMWMG
75
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$199K +$204K +13,148 New