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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
51
Dumont & Blake Investment Advisors
New Jersey
$353K -$358K -31,195 -51%
SWP
52
Semus Wealth Partners
Florida
$344K -$90.1K -7,842 -21%
SA
53
SAM Advisors
California
$343K +$35.9K +3,126 +12%
DDC
54
DF Dent & Co
Maryland
$342K -$11.2K -978 -3%
EWA
55
EP Wealth Advisors
California
$341K +$149K +13,000 +80%
FFA
56
Founders Financial Alliance
North Carolina
$324K -$15.7K -1,363 -5%
PAG
57
Private Advisor Group
New Jersey
$307K -$11.3K -988 -4%
SIMG
58
Sonora Investment Management Group
Arizona
$307K
GPFA
59
Game Plan Financial Advisors
Ohio
$304K
IFG
60
Independent Financial Group
California
$303K
Stifel Financial
61
Stifel Financial
Missouri
$298K -$17.6K -1,531 -6%
FAIM
62
Financial Advocates Investment Management
Washington
$294K +$27.3K +2,377 +10%
CCG
63
Capital CS Group
California
$294K
HCM
64
Hollencrest Capital Management
California
$283K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$251K -$6.98K -608 -3%
Mariner
66
Mariner
Kansas
$247K +$1.17K +102 +0.5%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$247K +$244K +21,199 New
CA
68
Calton & Associates
Florida
$214K +$211K +18,359 New
MWM
69
Mission Wealth Management
California
$213K -$81.6K -7,100 -28%
WE
70
Wealth Effects
Massachusetts
$211K +$12.2K +1,063 +6%
WS
71
Wedbush Securities
California
$198K +$115 +10 +0.1%
KAS
72
Kestra Advisory Services
Texas
$192K -$104K -9,033 -35%
PI
73
PFG Investments
New York
$180K -$23.4K -2,037 -12%
PA
74
Pinnacle Associates
New York
$177K +$42.9K +3,732 +28%
MMG
75
Monetary Management Group
Missouri
$173K