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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 – – –
NS
110
NBC Securities
Alabama
$59.3K – – –
CWP
111
Clark Wealth Partners
Illinois
$57.8K – – –
WSFS
112
Wilmington Savings Fund Society
Delaware
$53.8K – – –
AG
113
AmeriFlex Group
Nevada
$49.7K – – –
PTC
114
Private Trust Company
Ohio
$40.3K – – –
GIA
115
GHP Investment Advisors
Colorado
$32.3K – – –
CAM
116
Costello Asset Management
Pennsylvania
$30.9K +$456 +37 +2%
IA
117
IFG Advisory
Georgia
$27.7K +$25.4K +2,058 New
IA
118
IFP Advisors
Florida
$26.9K – – –
IFWM
119
Institute for Wealth Management
Colorado
$22.8K -$710K -57,582 -97%
AssetMark Inc
120
AssetMark Inc
California
$22.5K +$17.6K +1,431 +594%
CI
121
CX Institutional
Indiana
$21K +$431 +35 +2%
CT
122
Caldwell Trust
Florida
$20.6K – – –
GWP
123
Gen-Wealth Partners
Michigan
$20.5K -$8.32K -675 -31%
FGC
124
Financial Gravity Companies
Texas
$20.4K +$18.7K +1,520 New
CFM
125
Compass Financial Management
Florida
$15.1K +$13.8K +1,121 New