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CPZ

Calamos Long/Short Equity & Dynamic Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$583K -$46.6K -3,100 -8%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$487K +$28K +1,866 +6%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$445K +$233K +15,499 +116%
AWM
29
Avior Wealth Management
Nebraska
$414K +$403K +26,860 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$395K +$22.9K +1,528 +6%
Ameriprise
31
Ameriprise
Minnesota
$393K +$383K +25,481 New
SFS
32
Shaker Financial Services
Virginia
$387K -$1.42M -94,346 -79%
Comerica Bank
33
Comerica Bank
Texas
$380K +$46.3K +3,082 +14%
WS
34
Wedbush Securities
California
$372K -$70.3K -4,682 -16%
MC
35
Matisse Capital
Oregon
$300K
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$287K +$280K +18,619 New
CAN
37
Cetera Advisor Networks
California
$287K -$4.19K -279 -1%
BCM
38
Brookstone Capital Management
Illinois
$228K +$38.9K +2,591 +21%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$212K +$206K +13,725 New
SLWA
40
San Luis Wealth Advisors
California
$182K
CWM
41
Calamos Wealth Management
Illinois
$162K
CCG
42
Catalina Capital Group
California
$158K +$154K +10,237 New
OIA
43
Optimum Investment Advisors
Illinois
$143K -$54.1K -3,600 -28%
WT
44
Whittier Trust
California
$116K +$113K +7,500 New
HI
45
Harbour Investments
Wisconsin
$54.9K
JP Morgan Chase
46
JP Morgan Chase
New York
$51K +$49.6K +3,305 New
Bank of America
47
Bank of America
North Carolina
$23K +$22.4K +1,493 New
CAL
48
Capital Analysts LLC
Pennsylvania
$22K -$30.2K -2,011 -58%
CA
49
CoreCap Advisors
Michigan
$18.1K +$17.6K +1,170 New
SIC
50
Salem Investment Counselors
North Carolina
$17.7K