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CHY

Calamos Convertible and High Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
76
Corient Private Wealth
Florida
$147K +$142K +12,333 New
SWM
77
SeaCrest Wealth Management
New York
$142K +$136K +11,861 New
ZF
78
Zhang Financial
Michigan
$141K
IAS
79
Insigneo Advisory Services
Florida
$134K
Creative Planning
80
Creative Planning
Kansas
$134K +$1.22K +106 +1%
AAS
81
Avantax Advisory Services
Texas
$127K +$4.42K +384 +4%
QCIG
82
Quad-Cities Investment Group
Iowa
$119K +$115K +10,003 New
SW
83
SteelPeak Wealth
California
$119K
LFG
84
Larson Financial Group
Missouri
$119K +$80.5K +7,000 +233%
GJWM
85
Gilliland Jeter Wealth Management
Arkansas
$111K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$101K -$15.3K -1,332 -14%
HCM
87
Hollencrest Capital Management
California
$78.3K
OC
88
Oarsman Capital
Wisconsin
$73.4K -$51.2K -4,450 -42%
PS
89
Principal Securities
Iowa
$53.2K -$127 -11 -0.2%
SPIA
90
Steward Partners Investment Advisory
New York
$50.9K -$22.2K -1,928 -31%
CA
91
Clearstead Advisors
Ohio
$47.5K
PTC
92
Private Trust Company
Ohio
$46.5K
Comerica Bank
93
Comerica Bank
Texas
$43.1K -$9.16K -796 -18%
US Bancorp
94
US Bancorp
Minnesota
$41.8K +$40.3K +3,500 New
VWM
95
Venturi Wealth Management
Texas
$38.1K
GWM
96
Geneos Wealth Management
Colorado
$36.3K
TWC
97
TD Waterhouse Canada
Ontario, Canada
$27.8K +$437 +38 +2%
SWM
98
Sugarloaf Wealth Management
Georgia
$26.9K
HBW
99
Hazlett, Burt & Watson
West Virginia
$25K
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$22.8K