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CPZ

Calamos Long/Short Equity & Dynamic Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MPWS
26
McCarter Private Wealth Services
Massachusetts
$527K +$537K +32,641 New
BRWA
27
B. Riley Wealth Advisors
Florida
$512K +$196K +11,949 +61%
OIA
28
Optimum Investment Advisors
Illinois
$429K +$9.86K +600 +2%
VA
29
VestGen Advisors
Illinois
$429K +$437K +26,560 New
BCA
30
Bay Colony Advisors
Massachusetts
$426K -$17.3K -1,052 -4%
BCM
31
Brookstone Capital Management
Illinois
$407K +$102K +6,179 +33%
Ameriprise
32
Ameriprise
Minnesota
$307K +$1.48K +90 +0.5%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$306K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$297K +$46.4K +2,824 +18%
Comerica Bank
35
Comerica Bank
Texas
$287K +$16.4K +1,000 +6%
LFAS
36
Level Four Advisory Services
Texas
$229K +$233K +14,152 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$227K +$26.7K +1,624 +13%
NFSG
38
Newbridge Financial Services Group
Florida
$214K
WS
39
Wedbush Securities
California
$209K +$3.17K +193 +2%
IAN
40
Integrated Advisors Network
Texas
$187K
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$184K +$187K +11,389 New
SCM
42
Saba Capital Management
New York
$183K -$699K -42,531 -79%
SA
43
Sovran Advisors
California
$182K +$199K +12,109 New
BAM
44
Belpointe Asset Management
Nevada
$171K +$174K +10,572 New
FCA
45
Fortis Capital Advisors
Kansas
$171K +$174K +10,572 New
Invesco
46
Invesco
Georgia
$168K +$171K +10,422 New
Bank of America
47
Bank of America
North Carolina
$80.7K -$74.7K -4,543 -48%
SPIA
48
Steward Partners Investment Advisory
New York
$59K
HI
49
Harbour Investments
Wisconsin
$48.1K -$5.59K -340 -10%
AF
50
Advisornet Financial
Minnesota
$45.5K +$15.6K +947 +51%