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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FNT
51
First Nebraska Trust
Nebraska
$345K -$3.54K -334 -1%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$340K -$15.9K -1,500 -5%
DDC
53
DF Dent & Co
Maryland
$335K
LMKC
54
L.M. Kohn & Company
Ohio
$318K +$30.1K +2,845 +11%
KAS
55
Kestra Advisory Services
Texas
$299K +$120K +11,343 +74%
HCM
56
Hollencrest Capital Management
California
$295K +$5.37K +507 +2%
TA
57
TFG Advisers
Michigan
$294K +$1.67K +158 +0.6%
CCG
58
Capital CS Group
California
$283K
WE
59
Wealth Effects
Massachusetts
$277K -$23.7K -2,240 -8%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$258K
JP Morgan Chase
61
JP Morgan Chase
New York
$258K +$244K +23,039 New
FAIM
62
Financial Advocates Investment Management
Washington
$248K +$234K +22,128 New
PAG
63
Private Advisor Group
New Jersey
$247K +$19.2K +1,808 +9%
SIMG
64
Sonora Investment Management Group
Arizona
$242K +$33.4K +3,150 +17%
RW
65
RVW Wealth
California
$242K
CI
66
CX Institutional
Indiana
$230K
ASN
67
Advisory Services Network
Georgia
$222K -$1.26K -119 -0.6%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$221K -$18.8K -1,776 -8%
B
69
Bellecapital
Switzerland
$208K
SBIA
70
Sheaff Brock Investment Advisors
Indiana
$207K
MW
71
Marcum Wealth
Ohio
$207K +$4.52K +427 +2%
PA
72
Pinnacle Associates
New York
$191K +$593 +56 +0.3%
WS
73
Wedbush Securities
California
$191K +$106 +10 +0.1%
CDH
74
Charles D. Hyman
$185K
EWA
75
EP Wealth Advisors
California
$174K +$2.6M +245,622 +13,079%