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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
76
Perennial Investment Advisors
California
$168K
MWM
77
Melfa Wealth Management
Massachusetts
$154K +$699 +66 +0.5%
IWM
78
IHT Wealth Management
Illinois
$153K +$392 +37 +0.3%
SFG
79
Sovereign Financial Group
Connecticut
$153K +$2.65K +250 +2%
CA
80
CoreCap Advisors
Michigan
$150K +$142K +13,400 New
SLWA
81
San Luis Wealth Advisors
California
$148K
PVM
82
Palogic Value Management
Texas
$134K
KPWS
83
Kestra Private Wealth Services
Texas
$134K +$2.58K +243 +2%
MML Investors Services
84
MML Investors Services
Massachusetts
$134K -$1.79K -169 -1%
CW
85
Channel Wealth
California
$133K -$42.8K -4,040 -25%
BC
86
Barrett & Company
Rhode Island
$122K
JMF
87
Johnson Midwest Financial
Iowa
$67.4K
AF
88
Allworth Financial
California
$62.7K
GWM
89
Geneos Wealth Management
Colorado
$57.6K
OP
90
ORG Partners
Indiana
$49.3K +$46K +4,341 New
CAL
91
Capital Analysts LLC
Pennsylvania
$45K
SS
92
Sunbelt Securities
Texas
$44.8K
GRP
93
Global Retirement Partners
California
$36.7K +$254 +24 +0.7%
GWS
94
Glassman Wealth Services
Virginia
$36.5K
CFGS
95
Concourse Financial Group Securities
Alabama
$35.1K +$3.55K +335 +12%
IFAM
96
Institutional & Family Asset Management
Colorado
$33.6K
PTC
97
Private Trust Company
Ohio
$33.6K
CT
98
Caldwell Trust
Florida
$17.2K
EWM
99
Endurance Wealth Management
Rhode Island
$17K
US Bancorp
100
US Bancorp
Minnesota
$14.8K +$10.6K +1,000 +308%