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CHI

Calamos Convertible Opportunities and Income Fund
CHI

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
101
Global Retirement Partners
California
$88.4K -$17.7K -1,694 -17%
BC
102
Barrett & Company
Rhode Island
$83.6K – – –
MMG
103
Monetary Management Group
Missouri
$80.9K – – –
AG
104
AmeriFlex Group
Nevada
$79.8K +$46.1K +4,400 +147%
FFA
105
Farther Finance Advisors
California
$57.6K +$55.9K +5,340 New
NS
106
NBC Securities
Alabama
$47.6K – – –
WSFS
107
Wilmington Savings Fund Society
Delaware
$43.2K – – –
PTC
108
Private Trust Company
Ohio
$32.4K – – –
GWP
109
Gen-Wealth Partners
Michigan
$27.8K – – –
GIA
110
GHP Investment Advisors
Colorado
$25.9K – – –
CAM
111
Costello Asset Management
Pennsylvania
$23.6K +$419 +40 +2%
T2I
112
Turim 21 Investimentos
Brazil
$21K +$20.4K +1,945 New
CT
113
Caldwell Trust
Florida
$16.6K – – –
OP
114
ORG Partners
Indiana
$16.2K – – –
AAS
115
Ameritas Advisory Services
Nebraska
$13.8K -$4.55K -434 -25%
CFFP
116
Center for Financial Planning
Michigan
$11.8K – – –
PS
117
Principal Securities
Iowa
$10.9K +$10.6K +1,012 New
TSMHT
118
Thurston Springer Miller Herd & Titak
Indiana
$10.8K – – –
ME
119
McIlrath & Eck
Washington
$8.75K – – –
HWA
120
HHM Wealth Advisors
Tennessee
$7.82K – – –
ASN
121
Advisory Services Network
Georgia
$7.17K +$6.96K +664 New
RIL
122
Rothschild Investment LLC
Illinois
$7.14K – – –
HWP
123
Highline Wealth Partners
California
$4.32K +$4.19K +400 New
TLCM
124
Twin Lakes Capital Management
California
$3.42K +$84 +8 +3%
DJSG
125
D.J. St. Germain
Massachusetts
$3.24K +$3.14K +300 New
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