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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Continuum Advisory
Idaho
$144K +$132K +10,713 New
CA
102
Clearstead Advisors
Ohio
$140K -$6.51K -528 -5%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$127K +$89.6K +7,269 +331%
AF
104
Allworth Financial
California
$120K
SPIA
105
Steward Partners Investment Advisory
New York
$119K
Jones Financial Companies
106
Jones Financial Companies
Missouri
$109K +$104K +8,400 New
BC
107
Barrett & Company
Rhode Island
$104K
GRP
108
Global Retirement Partners
California
$101K +$92.6K +7,513 New
MMG
109
Monetary Management Group
Missouri
$101K
IWC
110
Integrated Wealth Concepts
Massachusetts
$62.3K +$57.2K +4,637 New
NS
111
NBC Securities
Alabama
$59.3K
CWP
112
Clark Wealth Partners
Illinois
$57.8K
WSFS
113
Wilmington Savings Fund Society
Delaware
$53.8K
AG
114
AmeriFlex Group
Nevada
$49.7K
PTC
115
Private Trust Company
Ohio
$40.3K
GIA
116
GHP Investment Advisors
Colorado
$32.3K
CAM
117
Costello Asset Management
Pennsylvania
$30.9K +$456 +37 +2%
IA
118
IFG Advisory
Georgia
$27.7K +$25.4K +2,058 New
IA
119
IFP Advisors
Florida
$26.9K
IFWM
120
Institute for Wealth Management
Colorado
$22.8K -$710K -57,582 -97%
AssetMark Inc
121
AssetMark Inc
California
$22.5K +$17.6K +1,431 +594%
CI
122
CX Institutional
Indiana
$21K +$431 +35 +2%
CT
123
Caldwell Trust
Florida
$20.6K
GWP
124
Gen-Wealth Partners
Michigan
$20.5K -$8.32K -675 -31%
FGC
125
Financial Gravity Companies
Texas
$20.4K +$18.7K +1,520 New