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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$116K +$110K +11,000 New
CA
102
Clearstead Advisors
Ohio
$115K +$3.2K +320 +3%
HF
103
HRT Financial
New York
$110K +$105K +10,508 New
HHGA
104
Halbert Hargrove Global Advisors
California
$106K +$6K +600 +6%
JWCA
105
J.W. Cole Advisors
Florida
$106K -$25.6K -2,557 -20%
GRP
106
Global Retirement Partners
California
$104K +$98.8K +9,888 New
AF
107
Allworth Financial
California
$94K +$36.3K +3,635 +69%
BC
108
Barrett & Company
Rhode Island
$81.5K -$12.5K -1,250 -14%
MMG
109
Monetary Management Group
Missouri
$78.9K
NS
110
NBC Securities
Alabama
$46K
US Bancorp
111
US Bancorp
Minnesota
$45.2K
EC
112
Elequin Capital
New York
$44.6K -$103K -10,333 -71%
WSFS
113
Wilmington Savings Fund Society
Delaware
$42.1K
MWM
114
Mascoma Wealth Management
New Hampshire
$32.3K
PTC
115
Private Trust Company
Ohio
$31.6K
AG
116
AmeriFlex Group
Nevada
$31.2K -$12.1K -1,213 -29%
GWP
117
Gen-Wealth Partners
Michigan
$27.1K
GIA
118
GHP Investment Advisors
Colorado
$25.2K +$24K +2,400 New
CAM
119
Costello Asset Management
Pennsylvania
$22.6K +$410 +41 +2%
AAS
120
Ameritas Advisory Services
Nebraska
$18K +$17.1K +1,713 New
CT
121
Caldwell Trust
Florida
$16.1K
FGC
122
Financial Gravity Companies
Texas
$16K +$15.2K +1,520 New
OP
123
ORG Partners
Indiana
$15.8K
MCM
124
MAI Capital Management
Ohio
$13.9K
CFFP
125
Center for Financial Planning
Michigan
$11.5K