We are live on ! Find out more
CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LMKC
51
L.M. Kohn & Company
Ohio
$246K +$15.3K +1,314 +5%
UCFA
52
United Capital Financial Advisors
Texas
$240K -$104K -8,893 -26%
HCM
53
Hollencrest Capital Management
California
$240K +$5.01K +430 +2%
Stifel Financial
54
Stifel Financial
Missouri
$230K +$12.5K +1,068 +5%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$222K
ASN
56
Advisory Services Network
Georgia
$216K +$35.7K +3,058 +16%
Truist Financial
57
Truist Financial
North Carolina
$200K -$3.21K -275 -1%
CI
58
CX Institutional
Indiana
$198K
SBIA
59
Sheaff Brock Investment Advisors
Indiana
$179K +$24.5K +2,100 +13%
B
60
Bellecapital
Switzerland
$176K +$3.09K +265 +1%
MW
61
Marcum Wealth
Ohio
$167K +$4.28K +367 +2%
WS
62
Wedbush Securities
California
$166K
PA
63
Pinnacle Associates
New York
$164K
KAS
64
Kestra Advisory Services
Texas
$162K -$72.3K -6,198 -27%
CDH
65
Charles D. Hyman
$159K
AWM
66
Axxcess Wealth Management
California
$152K +$183K +15,684 New
FFG
67
Ford Financial Group
California
$144K
SFG
68
Sovereign Financial Group
Connecticut
$136K
IWM
69
IHT Wealth Management
Illinois
$131K -$2.59K -222 -2%
IA
70
IFP Advisors
Florida
$130K +$128 +11 +0.1%
KPWS
71
Kestra Private Wealth Services
Texas
$128K +$26.6K +2,280 +21%
BAM
72
Belpointe Asset Management
Nevada
$123K
LCM
73
Landscape Capital Management
New Jersey
$122K +$147K +12,609 New
EWA
74
EP Wealth Advisors
California
$116K
CAN
75
Claraphi Advisory Network
United States
$115K -$10.4K -895 -7%