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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$136K +$142K +12,979 New
PA
102
ProCore Advisors
California
$127K +$132K +12,136 New
CA
103
Continuum Advisory
Idaho
$127K +$132K +12,120 New
PVM
104
Palogic Value Management
Texas
$126K
MWM
105
Modern Wealth Management
Kansas
$125K
AF
106
Allworth Financial
California
$125K +$32.3K +2,962 +33%
MWM
107
Melfa Wealth Management
Massachusetts
$124K
CA
108
Clearstead Advisors
Ohio
$121K +$3.31K +303 +3%
Cerity Partners
109
Cerity Partners
New York
$120K -$9.61K -880 -7%
SWP
110
Semus Wealth Partners
Florida
$118K -$57.3K -5,252 -32%
Creative Planning
111
Creative Planning
Kansas
$115K +$44 +4 +0%
SPIA
112
Steward Partners Investment Advisory
New York
$104K
FHA
113
Flagship Harbor Advisors
Massachusetts
$101K +$106K +9,679 New
KAS
114
Kestra Advisory Services
Texas
$92.8K +$96.7K +8,857 New
GRP
115
Global Retirement Partners
California
$87.1K +$1.25K +114 +1%
BC
116
Barrett & Company
Rhode Island
$81.2K
MMG
117
Monetary Management Group
Missouri
$78.6K
FFA
118
Farther Finance Advisors
California
$56K
NS
119
NBC Securities
Alabama
$46.2K
WSFS
120
Wilmington Savings Fund Society
Delaware
$41.9K
AG
121
AmeriFlex Group
Nevada
$38.8K -$40.4K -3,700 -50%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$38K +$39.7K +3,639 New
PTC
123
Private Trust Company
Ohio
$31.4K
GWP
124
Gen-Wealth Partners
Michigan
$27K
GIA
125
GHP Investment Advisors
Colorado
$25.2K