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CHI

Calamos Convertible Opportunities and Income Fund
CHI

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
76
San Luis Wealth Advisors
California
$200K +$178K +13,235 New
FFG
77
Ford Financial Group
California
$198K – – –
SFG
78
Sovereign Financial Group
Connecticut
$195K +$17.1K +1,267 +9%
IWM
79
IHT Wealth Management
Illinois
$181K +$30K +2,225 +19%
CA
80
Cetera Advisors
Colorado
$176K -$9.21K -684 -5%
FAIM
81
Financial Advocates Investment Management
Washington
$168K -$109K -8,080 -39%
DWM
82
Doyle Wealth Management
Florida
$165K – – –
EWA
83
EP Wealth Advisors
California
$159K +$162K +12,000 New
APA
84
American Portfolios Advisors
New York
$146K – – –
VWA
85
Visionary Wealth Advisors
Illinois
$145K – – –
KPWS
86
Kestra Private Wealth Services
Texas
$141K -$212K -15,719 -59%
LC
87
Lindbrook Capital
California
$136K – – –
PFS
88
Prospera Financial Services
Texas
$136K – – –
IA
89
IFP Advisors
Florida
$130K +$148K +11,008 New
JMF
90
Johnson Midwest Financial
Iowa
$80K – – –
T
91
TCWP
Ohio
$79K +$81.4K +6,046 New
AF
92
Allworth Financial
California
$70K – – –
SWM
93
Spire Wealth Management
Virginia
$70K +$943 +70 +1%
AAP
94
Arax Advisory Partners
Colorado
$59K – – –
DWP
95
Destiny Wealth Partners
Florida
$59K +$60.6K +4,500 New
GWS
96
Glassman Wealth Services
Virginia
$43K – – –
WTC
97
WhitTier Trust Company
Nevada
$42K +$43.3K +3,217 New
CCM
98
Covington Capital Management
California
$41K +$20.9K +1,550 +100%
IFAM
99
Institutional & Family Asset Management
Colorado
$40K – – –
HNB
100
Huntington National Bank
Ohio
$37K – – –
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4
5