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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$281K -$27.3K -2,300 -8%
SWP
52
Stratos Wealth Partners
Ohio
$279K -$23.3K -1,964 -7%
HCM
53
Hollencrest Capital Management
California
$262K -$41.1K -3,464 -12%
LMKC
54
L.M. Kohn & Company
Ohio
$259K +$286K +24,130 New
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$257K +$2.26K +191 +0.8%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$248K
KAS
57
Kestra Advisory Services
Texas
$247K +$61.7K +5,205 +29%
Stifel Financial
58
Stifel Financial
Missouri
$244K +$18.8K +1,587 +7%
Truist Financial
59
Truist Financial
North Carolina
$224K -$2.67K -225 -1%
AWS
60
Atria Wealth Solutions
New York
$220K -$245K -20,690 -50%
CI
61
CX Institutional
Indiana
$220K
ASN
62
Advisory Services Network
Georgia
$207K +$10.3K +866 +5%
MML Investors Services
63
MML Investors Services
Massachusetts
$192K -$6.25K -527 -3%
B
64
Bellecapital
Switzerland
$192K +$3.03K +256 +1%
WS
65
Wedbush Securities
California
$184K -$6.98K -589 -3%
PA
66
Pinnacle Associates
New York
$182K
MW
67
Marcum Wealth
Ohio
$182K +$4.22K +356 +2%
CDH
68
Charles D. Hyman
$177K
SBIA
69
Sheaff Brock Investment Advisors
Indiana
$176K -$15.4K -1,300 -7%
LNWWM
70
Laird Norton Wetherby Wealth Management
California
$168K -$126K -10,603 -40%
MSWMA
71
Market Street Wealth Management Advisors
Indiana
$168K +$185K +15,647 New
FFG
72
Ford Financial Group
California
$160K
CIA
73
Capital Investment Advisors
Georgia
$156K -$11.9K -1,000 -6%
SFG
74
Sovereign Financial Group
Connecticut
$150K -$8.3K -700 -5%
IWM
75
IHT Wealth Management
Illinois
$148K +$367 +31 +0.2%