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CPZ

Calamos Long/Short Equity & Dynamic Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Continuum Advisory
Idaho
$93.1K +$94.9K +7,120 New
HNB
52
Huntington National Bank
Ohio
$44.5K
AF
53
Advisornet Financial
Minnesota
$31.7K
SIC
54
Salem Investment Counselors
North Carolina
$15K
SPIA
55
Steward Partners Investment Advisory
New York
$13.1K
GWM
56
Geneos Wealth Management
Colorado
$11.3K
CAL
57
Capital Analysts LLC
Pennsylvania
$10K
FFA
58
Farther Finance Advisors
California
$9.69K +$9.88K +741 New
HI
59
Harbour Investments
Wisconsin
$9.09K -$4.26K -320 -32%
SWM
60
Spire Wealth Management
Virginia
$7.85K +$2.47K +185 +45%
HWP
61
Highline Wealth Partners
California
$2.62K
JP Morgan Chase
62
JP Morgan Chase
New York
$864 +$880 +66 New
PAG
63
Private Advisor Group
New Jersey
-$843K -62,150 Closed
BAM
64
Belpointe Asset Management
Nevada
-$568K -41,873 Closed
FCA
65
Fortis Capital Advisors
Kansas
-$568K -41,873 Closed
Pathstone Holdings
66
Pathstone Holdings
New Jersey
-$564K -41,544 Closed
MPWS
67
McCarter Private Wealth Services
Massachusetts
-$421K -30,991 Closed
BRWA
68
B. Riley Wealth Advisors
Florida
-$189K -14,287 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
-$137K -10,062 Closed
QL
70
Quarry LP
New York
-$32K -2,359 Closed
ASN
71
Advisory Services Network
Georgia
-$1.61K -119 Closed