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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$162K -$12.1K -1,048 -6%
PIA
77
Perennial Investment Advisors
California
$158K +$173K +15,000 New
MWM
78
Melfa Wealth Management
Massachusetts
$144K +$692 +60 +0.4%
IWM
79
IHT Wealth Management
Illinois
$143K +$404 +35 +0.3%
SFG
80
Sovereign Financial Group
Connecticut
$141K
SLWA
81
San Luis Wealth Advisors
California
$139K +$153K +13,235 New
MML Investors Services
82
MML Investors Services
Massachusetts
$128K -$13K -1,131 -9%
PVM
83
Palogic Value Management
Texas
$126K
JF
84
Jump Financial
Illinois
$125K +$137K +11,855 New
KPWS
85
Kestra Private Wealth Services
Texas
$124K +$8.52K +739 +7%
CIA
86
Capital Investment Advisors
Georgia
$122K
CA
87
Calton & Associates
Florida
$121K +$133K +11,530 New
BC
88
Barrett & Company
Rhode Island
$115K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$69.7K +$76.4K +6,624 New
JMF
90
Johnson Midwest Financial
Iowa
$63.4K
AF
91
Allworth Financial
California
$58.9K
GWM
92
Geneos Wealth Management
Colorado
$54.1K
EC
93
Elequin Capital
New York
$49.8K +$54.6K +4,732 New
SS
94
Sunbelt Securities
Texas
$42.4K +$46.1K +4,000 New
CAL
95
Capital Analysts LLC
Pennsylvania
$42K
BAM
96
Belpointe Asset Management
Nevada
$36.8K -$94.5K -8,200 -70%
GWS
97
Glassman Wealth Services
Virginia
$34.3K
GRP
98
Global Retirement Partners
California
$33.7K +$12.5K +1,081 +50%
IFAM
99
Institutional & Family Asset Management
Colorado
$31.6K
PTC
100
Private Trust Company
Ohio
$31.6K