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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FAG
101
Fortitude Advisory Group
Washington
$35K +$15.4K +1,142 +76%
AIP
102
Ahrens Investment Partners
Louisiana
$27K -$18.4K -1,368 -40%
CT
103
Caldwell Trust
Florida
$20.3K
EWM
104
Endurance Wealth Management
Rhode Island
$20K -$13.5K -1,000 -40%
RCM
105
Raleigh Capital Management
North Carolina
$16K +$16K +1,189 New
GEA
106
Glen Eagle Advisors
New Jersey
$12.7K
GRP
107
Global Retirement Partners
California
$10K +$11.7K +869 New
FF
108
FourThought Financial
Florida
$9K
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$7K
AA
110
Addison Advisors
Vermont
$6K
PA
111
Parallel Advisors
California
$6K
TLCM
112
Twin Lakes Capital Management
California
$3K +$54 +4 +2%
KFI
113
Key Financial Inc
Pennsylvania
$1K
TRCT
114
Tower Research Capital (TRC)
New York
$1K +$1.35K +100 New
AWM
115
Axxcess Wealth Management
California
-$333K -22,044 Closed
KOMWMG
116
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$199K -13,148 Closed
Neuberger Berman Group
117
Neuberger Berman Group
New York
-$196K -13,000 Closed
CA
118
CoreCap Advisors
Michigan
-$153K -10,157 Closed
CFGS
119
Concourse Financial Group Securities
Alabama
-$83.9K -6,229 Closed
US Bancorp
120
US Bancorp
Minnesota
-$21K -1,379 Closed
Fidelity Investments
121
Fidelity Investments
Massachusetts
-$13 -1 -50%