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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$320K
DDC
52
DF Dent & Co
Maryland
$318K +$2.65K +243 +0.8%
LMKC
53
L.M. Kohn & Company
Ohio
$300K +$828 +76 +0.3%
TA
54
TFG Advisers
Michigan
$280K +$3.31K +304 +1%
PAG
55
Private Advisor Group
New Jersey
$275K +$43.6K +4,005 +18%
CCG
56
Capital CS Group
California
$266K
HCM
57
Hollencrest Capital Management
California
$256K -$22.7K -2,088 -8%
WE
58
Wealth Effects
Massachusetts
$256K -$4.79K -440 -2%
SIMG
59
Sonora Investment Management Group
Arizona
$249K +$21.8K +2,000 +9%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$243K
FAIM
61
Financial Advocates Investment Management
Washington
$237K +$3.71K +341 +2%
Invesco
62
Invesco
Georgia
$234K -$136K -12,453 -36%
RW
63
RVW Wealth
California
$228K
CI
64
CX Institutional
Indiana
$216K
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$213K +$5.45K +500 +3%
AWM
66
Axxcess Wealth Management
California
$211K +$218K +20,000 New
SA
67
SAM Advisors
California
$210K +$217K +19,897 New
ASN
68
Advisory Services Network
Georgia
$203K -$5.5K -505 -3%
MW
69
Marcum Wealth
Ohio
$200K +$4.67K +429 +2%
B
70
Bellecapital
Switzerland
$196K
PA
71
Pinnacle Associates
New York
$180K +$610 +56 +0.3%
WS
72
Wedbush Securities
California
$179K
KPWS
73
Kestra Private Wealth Services
Texas
$176K +$50.9K +4,678 +39%
CA
74
CoreCap Advisors
Michigan
$172K +$32K +2,940 +22%
EWA
75
EP Wealth Advisors
California
$163K -$2.53M -232,000 -94%