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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Melfa Wealth Management
Massachusetts
$127K
SWP
102
Semus Wealth Partners
Florida
$121K -$79 -7 -0.1%
Creative Planning
103
Creative Planning
Kansas
$118K -$11 -1 -0%
CA
104
Clearstead Advisors
Ohio
$118K -$6.45K -575 -5%
CA
105
CoreCap Advisors
Michigan
$105K -$196K -17,487 -64%
AF
106
Allworth Financial
California
$96K -$33.2K -2,962 -25%
SPIA
107
Steward Partners Investment Advisory
New York
$94.8K -$12.2K -1,088 -11%
BC
108
Barrett & Company
Rhode Island
$83.2K
MMG
109
Monetary Management Group
Missouri
$80.5K
FFA
110
Farther Finance Advisors
California
$59.2K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$55.6K +$17.3K +1,540 +42%
NS
112
NBC Securities
Alabama
$47.4K
CWP
113
Clark Wealth Partners
Illinois
$46.2K +$48.3K +4,300 New
WSFS
114
Wilmington Savings Fund Society
Delaware
$43K
AG
115
AmeriFlex Group
Nevada
$39.7K
PTC
116
Private Trust Company
Ohio
$32.2K
GIA
117
GHP Investment Advisors
Colorado
$25.8K
CAM
118
Costello Asset Management
Pennsylvania
$24.3K +$438 +39 +2%
GWP
119
Gen-Wealth Partners
Michigan
$23.6K -$4.21K -375 -15%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$23.6K +$7.88K +702 +47%
IA
121
IFP Advisors
Florida
$21.5K
CI
122
CX Institutional
Indiana
$17K -$7.06K -629 -29%
CT
123
Caldwell Trust
Florida
$16.5K
FGAM
124
Financial Gravity Asset Management
Texas
$16.3K +$17.1K +1,520 New
CFFP
125
Center for Financial Planning
Michigan
$11.8K