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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
76
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$165K +$2.14K +174 +1%
MGIA
77
Moneta Group Investment Advisors
Missouri
$164K +$149K +12,112 New
BAM
78
Belpointe Asset Management
Nevada
$163K +$148K +12,022 New
SFG
79
Sovereign Financial Group
Connecticut
$162K +$148K +12,000 New
TPA
80
Trivium Point Advisory
Connecticut
$158K
PFS
81
Prospera Financial Services
Texas
$139K
ASN
82
Advisory Services Network
Georgia
$138K +$125K +10,185 New
SPIA
83
Steward Partners Investment Advisory
New York
$134K +$12 +1 +0%
Bessemer Group
84
Bessemer Group
New Jersey
$112K +$102K +8,261 New
FIA
85
FNY Investment Advisers
New York
$94K +$85.6K +6,951 New
NFSG
86
Newbridge Financial Services Group
Florida
$82K
CFGS
87
Concourse Financial Group Securities
Alabama
$82K +$517 +42 +0.7%
JMF
88
Johnson Midwest Financial
Iowa
$82K +$74.1K +6,022 New
SIM
89
Sonora Investment Management
Arizona
$79K
AF
90
Allworth Financial
California
$72K
AAP
91
Arax Advisory Partners
Colorado
$61K
RIA
92
RPG Investment Advisory
California
$57K -$6.16K -500 -11%
JP Morgan Chase
93
JP Morgan Chase
New York
$54K +$49.2K +4,000 New
APA
94
American Portfolios Advisors
New York
$52.8K
US Bancorp
95
US Bancorp
Minnesota
$48K
IFAM
96
Institutional & Family Asset Management
Colorado
$41K
EWM
97
Endurance Wealth Management
Rhode Island
$34K
RCA
98
Ranch Capital Advisors
Florida
$24K +$419 +34 +2%
VBCG
99
Valley Brook Capital Group
Pennsylvania
$22K +$20.1K +1,630 New
CT
100
Caldwell Trust
Florida
$20.8K