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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
76
Neuberger Berman Group
New York
$196K -$186K -12,000 -48%
DWM
77
Doyle Wealth Management
Florida
$188K +$193K +12,467 New
KAS
78
Kestra Advisory Services
Texas
$186K -$503K -32,438 -73%
IWM
79
IHT Wealth Management
Illinois
$174K +$178K +11,506 New
APA
80
American Portfolios Advisors
New York
$167K +$53.6K +3,460 +46%
SA
81
SAM Advisors
California
$166K -$46.4K -2,995 -21%
VWA
82
Visionary Wealth Advisors
Illinois
$165K +$2.93K +189 +2%
PFS
83
Prospera Financial Services
Texas
$156K
LC
84
Lindbrook Capital
California
$156K +$160K +10,307 New
CA
85
CoreCap Advisors
Michigan
$153K +$157K +10,157 New
CFGS
86
Concourse Financial Group Securities
Alabama
$95K +$1.71K +110 +2%
JMF
87
Johnson Midwest Financial
Iowa
$91K
AF
88
Allworth Financial
California
$80K
SWM
89
Spire Wealth Management
Virginia
$79K -$15.5K -1,000 -16%
AAP
90
Arax Advisory Partners
Colorado
$68K
AIP
91
Ahrens Investment Partners
Louisiana
$52K +$53K +3,418 New
NFG
92
Next Financial Group
Texas
$51K
GWS
93
Glassman Wealth Services
Virginia
$49K
IFAM
94
Institutional & Family Asset Management
Colorado
$45K
HNB
95
Huntington National Bank
Ohio
$43K
EWM
96
Endurance Wealth Management
Rhode Island
$38K
CT
97
Caldwell Trust
Florida
$23.2K
FAG
98
Fortitude Advisory Group
Washington
$23K +$23.3K +1,500 New
CCM
99
Covington Capital Management
California
$23K +$24K +1,550 New
US Bancorp
100
US Bancorp
Minnesota
$21K -$33.7K -2,173 -61%