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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WS
76
Wedbush Securities
California
$203K
Creative Planning
77
Creative Planning
Kansas
$200K +$199K +16,762 New
MML Investors Services
78
MML Investors Services
Massachusetts
$189K +$23.6K +1,987 +14%
PA
79
Pinnacle Associates
New York
$180K -$24.8K -2,092 -12%
CA
80
CoreCap Advisors
Michigan
$178K +$392 +33 +0.2%
MWM
81
Mission Wealth Management
California
$169K -$49.3K -4,150 -23%
MWM
82
Melfa Wealth Management
Massachusetts
$166K -$1.02K -86 -0.6%
OL
83
one8zero8 LLC
North Carolina
$163K +$162K +13,650 New
SLWA
84
San Luis Wealth Advisors
California
$162K +$2.52K +212 +2%
KPWS
85
Kestra Private Wealth Services
Texas
$156K +$10.7K +904 +7%
IAIM
86
International Assets Investment Management
Florida
$151K +$68.4K +5,760 +82%
KA
87
Kovack Advisors
Florida
$148K +$18.5K +1,555 +14%
BPA
88
Beacon Pointe Advisors
California
$148K -$3.31K -279 -2%
ACI
89
Alpha Cubed Investments
California
$147K
CA
90
Cornerstone Advisors
North Carolina
$147K
PVM
91
Palogic Value Management
Texas
$143K
MWM
92
Modern Wealth Management
Kansas
$142K +$141K +11,915 New
BHPW
93
Beverly Hills Private Wealth
California
$129K +$3.01K +254 +2%
PIA
94
Perennial Investment Advisors
California
$129K
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$127K +$126K +10,659 New
CA
96
Clearstead Advisors
Ohio
$123K +$3.03K +255 +3%
HHGA
97
Halbert Hargrove Global Advisors
California
$113K +$112K +9,450 New
BC
98
Barrett & Company
Rhode Island
$107K
MMG
99
Monetary Management Group
Missouri
$89.5K -$89K -7,500 -50%
AG
100
AmeriFlex Group
Nevada
$78.3K +$81.7K +6,887 New