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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HP
76
Hilltop Partners
Indiana
$198K
WE
77
Wealth Effects
Massachusetts
$194K +$11.3K +1,074 +6%
S
78
Sunpointe
Missouri
$191K
Jane Street
79
Jane Street
New York
$186K +$180K +17,223 New
WS
80
Wedbush Securities
California
$184K
MA
81
Mutual Advisors
Nebraska
$183K +$173K +16,514 New
SWP
82
Semus Wealth Partners
Florida
$178K -$29.9K -2,855 -15%
PA
83
Pinnacle Associates
New York
$177K
SIMG
84
Sonora Investment Management Group
Arizona
$176K
BCM
85
Brookstone Capital Management
Illinois
$163K +$3.45K +329 +2%
NG
86
Novem Group
New York
$160K -$29.3K -2,800 -16%
OL
87
one8zero8 LLC
North Carolina
$155K
SLWA
88
San Luis Wealth Advisors
California
$146K
Cerity Partners
89
Cerity Partners
New York
$133K +$129K +12,315 New
ACI
90
Alpha Cubed Investments
California
$133K
KA
91
Kovack Advisors
Florida
$131K -$5.67K -541 -4%
NL
92
NWAM LLC
Washington
$131K +$125K +11,893 New
PVM
93
Palogic Value Management
Texas
$129K
MWM
94
Modern Wealth Management
Kansas
$129K
MWM
95
Melfa Wealth Management
Massachusetts
$128K
CA
96
Clearstead Advisors
Ohio
$121K +$3.16K +302 +3%
Creative Planning
97
Creative Planning
Kansas
$119K
SPIA
98
Steward Partners Investment Advisory
New York
$107K -$113K -10,763 -52%
CI
99
CX Institutional
Indiana
$102K +$98.7K +9,421 New
AF
100
Allworth Financial
California
$96.4K