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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
76
Trivium Point Advisory
Connecticut
$176K
SIM
77
Sonora Investment Management
Arizona
$171K +$82K +5,500 +96%
VWA
78
Visionary Wealth Advisors
Illinois
$161K
PFS
79
Prospera Financial Services
Texas
$156K
SPIA
80
Steward Partners Investment Advisory
New York
$153K -$25.7K -1,721 -15%
BlackRock
81
BlackRock
New York
$93K +$91.9K +6,163 New
CFGS
82
Concourse Financial Group Securities
Alabama
$92K +$656 +44 +0.7%
JMF
83
Johnson Midwest Financial
Iowa
$91K
NFSG
84
Newbridge Financial Services Group
Florida
$90K
AF
85
Allworth Financial
California
$80K
Citigroup
86
Citigroup
New York
$69K +$68.2K +4,575 New
RIA
87
RPG Investment Advisory
California
$68K +$4.47K +300 +7%
AAP
88
Arax Advisory Partners
Colorado
$68K +$67.1K +4,500 New
WP
89
WealthShield Partners
North Carolina
$65K
US Bancorp
90
US Bancorp
Minnesota
$54K
NFG
91
Next Financial Group
Texas
$49K +$47.9K +3,211 New
GWS
92
Glassman Wealth Services
Virginia
$49K +$48.6K +3,260 New
HFA
93
Hoover Financial Advisors
Pennsylvania
$48K +$47.4K +3,175 New
IFAM
94
Institutional & Family Asset Management
Colorado
$46K
EWM
95
Endurance Wealth Management
Rhode Island
$37K
CT
96
Caldwell Trust
Florida
$23.3K
GEA
97
Glen Eagle Advisors
New Jersey
$14.3K +$269 +18 +2%
RCA
98
Ranch Capital Advisors
Florida
$12K -$12.3K -823 Closed
FF
99
FourThought Financial
Florida
$10K
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$8K