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CPZ

Calamos Long/Short Equity & Dynamic Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
26
Integrity Wealth Advisors
California
$682K -$647K -42,624 -48%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$585K +$35.6K +2,345 +6%
CIA
28
Concurrent Investment Advisors
Florida
$578K +$600K +39,529 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$551K +$50.1K +3,297 +10%
BCM
30
Brookstone Capital Management
Illinois
$537K +$175K +11,535 +46%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$524K +$45.6K +3,002 +9%
P
32
&Partners
Tennessee
$492K +$511K +33,627 New
MPWS
33
McCarter Private Wealth Services
Massachusetts
$477K
BRWA
34
B. Riley Wealth Advisors
Florida
$477K +$14.7K +965 +3%
LSC
35
Logan Stone Capital
Illinois
$384K +$399K +26,240 New
AC
36
Almitas Capital
California
$368K +$383K +25,204 New
VA
37
VestGen Advisors
Illinois
$303K -$88.9K -5,850 -22%
AWM
38
Apollon Wealth Management
South Carolina
$287K +$299K +19,662 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$268K -$365 -24 -0.1%
Comerica Bank
40
Comerica Bank
Texas
$260K +$30 +2 +0%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$232K -$54.6K -3,593 -19%
XT
42
XTX Topco
Cayman Islands
$214K +$223K +14,653 New
WS
43
Wedbush Securities
California
$209K +$20.9K +1,377 +11%
RAM
44
Readystate Asset Management
Illinois
$203K +$211K +13,900 New
SA
45
Sovran Advisors
California
$190K +$7.78K +512 +4%
IAN
46
Integrated Advisors Network
Texas
$169K
Invesco
47
Invesco
Georgia
$164K +$11.9K +785 +8%
BAM
48
Belpointe Asset Management
Nevada
$159K +$4.71K +310 +3%
FCA
49
Fortis Capital Advisors
Kansas
$159K +$4.71K +310 +3%
AF
50
Advisornet Financial
Minnesota
$43.7K +$2.61K +172 +6%