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CHY

Calamos Convertible and High Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$364K +$26.8K +2,058 +9%
SPC
52
Sigma Planning Corp
Michigan
$342K +$43.4K +3,330 +16%
GLLW
53
Graves Light Lenhart Wealth
Virginia
$340K
Citigroup
54
Citigroup
New York
$310K +$44.3K +3,400 +19%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$307K +$677 +52 +0.2%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$290K +$118K +9,050 +80%
KOMWMG
57
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$274K +$4.29K +329 +2%
SWM
58
Sugarloaf Wealth Management
Georgia
$271K -$2.59K -199 -1%
OA
59
Oxbow Advisors
Texas
$268K -$2.55K -196 -1%
DADC
60
D.A. Davidson & Co
Montana
$213K -$52.1K -4,000 -21%
MSFS
61
Main Street Financial Solutions
Pennsylvania
$212K +$193K +14,850 New
DA
62
Doliver Advisors
Texas
$206K -$1.08M -83,056 -85%
CWC
63
Carolinas Wealth Consulting
North Carolina
$203K
AAS
64
Avantax Advisory Services
Texas
$198K -$122K -9,346 -40%
Millennium Management
65
Millennium Management
New York
$186K +$169K +13,000 New
SWM
66
SeaCrest Wealth Management
New York
$180K -$24.5K -1,879 -13%
NA
67
NewEdge Advisors
Louisiana
$177K
QCIG
68
Quad-Cities Investment Group
Iowa
$172K +$2.83K +217 +2%
MW
69
Marcum Wealth
Ohio
$164K +$1.78K +137 +1%
KPWS
70
Kestra Private Wealth Services
Texas
$164K +$15.3K +1,178 +12%
EWA
71
Exencial Wealth Advisors
Oklahoma
$163K +$149K +11,446 New
FAIM
72
Financial Advocates Investment Management
Washington
$162K +$1.56K +120 +1%
MIC
73
Meridian Investment Counsel
California
$160K
NFSG
74
Newbridge Financial Services Group
Florida
$154K +$75.2K +5,775 +115%
MW
75
MBL Wealth
North Carolina
$152K +$130K +10,000 New