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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Melfa Wealth Management
Massachusetts
$144K +$147K +13,657 New
IWM
77
IHT Wealth Management
Illinois
$143K +$378 +35 +0.3%
SFG
78
Sovereign Financial Group
Connecticut
$141K -$7.02K -650 -5%
MML Investors Services
79
MML Investors Services
Massachusetts
$140K +$21.5K +1,990 +18%
IA
80
IFP Advisors
Florida
$129K +$130 +12 +0.1%
EWA
81
EP Wealth Advisors
California
$126K
PVM
82
Palogic Value Management
Texas
$126K +$130K +12,000 New
BAM
83
Belpointe Asset Management
Nevada
$123K -$10.8K -1,000 -8%
CIA
84
Capital Investment Advisors
Georgia
$122K
IAIM
85
International Assets Investment Management
Florida
$118K +$121K +11,182 New
PSCM
86
Per Stirling Capital Management
Texas
$117K +$120K +11,134 New
KPWS
87
Kestra Private Wealth Services
Texas
$116K -$23.7K -2,198 -17%
BC
88
Barrett & Company
Rhode Island
$115K
JMF
89
Johnson Midwest Financial
Iowa
$63K
AF
90
Allworth Financial
California
$58.9K +$572 +53 +1%
GWM
91
Geneos Wealth Management
Colorado
$54K -$35.2K -3,258 -39%
CAL
92
Capital Analysts LLC
Pennsylvania
$42K
GWS
93
Glassman Wealth Services
Virginia
$34.3K
PTC
94
Private Trust Company
Ohio
$32K
IFAM
95
Institutional & Family Asset Management
Colorado
$31.5K
CFGS
96
Concourse Financial Group Securities
Alabama
$29.7K
GRP
97
Global Retirement Partners
California
$22.8K +$13.7K +1,267 +141%
CT
98
Caldwell Trust
Florida
$16.1K
EWM
99
Endurance Wealth Management
Rhode Island
$16K
SC
100
SouthState Corp
Florida
$11.6K +$11.9K +1,100 New