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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
101
Gen-Wealth Partners
Michigan
$41.4K -$39.9K -3,476 -49%
GJWM
102
Gilliland Jeter Wealth Management
Arkansas
$39.6K
PTC
103
Private Trust Company
Ohio
$34.9K
CT
104
Caldwell Trust
Florida
$17.9K
T
105
Tidemark
California
$14K +$13.8K +1,200 New
TSMHT
106
Thurston Springer Miller Herd & Titak
Indiana
$11.6K +$11.5K +1,000 New
ME
107
McIlrath & Eck
Washington
$9.44K
HWA
108
HHM Wealth Advisors
Tennessee
$8.44K
CIA
109
Cape Investment Advisory
Georgia
$4.68K
WAS
110
Winch Advisory Services
Wisconsin
$3.55K +$3.5K +305 New
TLCM
111
Twin Lakes Capital Management
California
$3.32K +$69 +6 +2%
FFA
112
Farther Finance Advisors
California
$1.11K
KFI
113
Key Financial Inc
Pennsylvania
$1.04K
CAM
114
Creekmur Asset Management
Illinois
$253 -$10.2K -885 -98%
HNB
115
Huntington National Bank
Ohio
$12
EB
116
Eastern Bank
Massachusetts
$4
Cohen & Steers
117
Cohen & Steers
New York
-$4.34M -372,278 Closed
NL
118
NWAM LLC
Washington
-$156K -13,383 Closed
GWP
119
Gateway Wealth Partners
Wisconsin
-$149K -12,793 Closed
OP
120
ORG Partners
Indiana
-$44.8K -3,841 Closed
MIA
121
MeadowBrook Investment Advisors
Michigan
-$5.35K -460 Closed