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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WE
51
Wealth Effects
Massachusetts
$286K -$475 -44 -0.2%
LMKC
52
L.M. Kohn & Company
Ohio
$277K +$9.43K +873 +3%
SA
53
SAM Advisors
California
$275K +$283K +26,209 New
TA
54
TFG Advisers
Michigan
$274K -$16.2K -1,504 -5%
HCM
55
Hollencrest Capital Management
California
$267K +$5.11K +473 +2%
AWM
56
Axxcess Wealth Management
California
$265K +$103K +9,554 +61%
CAN
57
Claraphi Advisory Network
United States
$261K +$140K +12,938 +108%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$242K
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$228K +$234K +21,705 New
Truist Financial
60
Truist Financial
North Carolina
$217K
CI
61
CX Institutional
Indiana
$215K
UCFA
62
United Capital Financial Advisors
Texas
$209K -$53.3K -4,940 -20%
ASN
63
Advisory Services Network
Georgia
$206K -$29K -2,687 -12%
SBIA
64
Sheaff Brock Investment Advisors
Indiana
$195K
B
65
Bellecapital
Switzerland
$194K +$3.15K +292 +2%
TA
66
Townsend & Associates
Colorado
$192K +$171K +15,856 New
MW
67
Marcum Wealth
Ohio
$186K +$4.38K +406 +2%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$185K +$190K +17,633 New
SIMG
69
Sonora Investment Management Group
Arizona
$184K -$95.6K -8,850 -34%
WS
70
Wedbush Securities
California
$181K
CA
71
CoreCap Advisors
Michigan
$180K +$185K +17,115 New
PA
72
Pinnacle Associates
New York
$179K
CDH
73
Charles D. Hyman
$173K
KAS
74
Kestra Advisory Services
Texas
$173K -$3.88K -359 -2%
FFG
75
Ford Financial Group
California
$158K