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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$393K -$35K -3,500 -9%
Stifel Financial
52
Stifel Financial
Missouri
$388K +$99.5K +9,960 +37%
EGA
53
E&G Advisors
Texas
$381K
SI
54
Stephens Inc
Arkansas
$374K
CWM
55
Congress Wealth Management
Massachusetts
$347K +$330K +32,996 New
Comerica Bank
56
Comerica Bank
Texas
$325K +$45K +4,500 +17%
DBIA
57
Dumont & Blake Investment Advisors
New Jersey
$319K
WCM
58
Winebrenner Capital Management
Kentucky
$316K
DDC
59
DF Dent & Co
Maryland
$309K
SWP
60
Stratos Wealth Partners
Ohio
$305K +$290K +29,024 New
EWA
61
EP Wealth Advisors
California
$300K -$8.35K -835 -3%
FFA
62
Founders Financial Alliance
North Carolina
$297K +$6.32K +632 +2%
CA
63
CoreCap Advisors
Michigan
$296K +$83K +8,302 +42%
SA
64
Sanctuary Advisors
Indiana
$292K -$66.3K -6,630 -19%
FNT
65
First Nebraska Trust
Nebraska
$284K -$22.5K -2,250 -8%
FAIM
66
Financial Advocates Investment Management
Washington
$280K +$10.6K +1,063 +4%
CCG
67
Capital CS Group
California
$265K +$252K +25,224 New
GPFA
68
Game Plan Financial Advisors
Ohio
$263K -$10.7K -1,075 -4%
PAG
69
Private Advisor Group
New Jersey
$260K +$5.71K +571 +2%
HCM
70
Hollencrest Capital Management
California
$256K
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$248K +$235K +23,558 New
Mariner
72
Mariner
Kansas
$245K +$2.36K +236 +1%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$241K +$8.49K +850 +4%
LWMM
74
Legacy Wealth Management (Mississippi)
Mississippi
$241K +$95.7K +9,575 +72%
NFSG
75
Newbridge Financial Services Group
Florida
$228K +$217K +21,704 New