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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$180K +$25.1K +1,868 +16%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$175K +$30.9K +2,300 +22%
SCA
78
Snowden Capital Advisors
New York
$174K -$10.1K -752 -5%
DLHL
79
Donald L. Hagan LLC
Florida
$171K – – –
GLA
80
Good Life Advisors
Pennsylvania
$168K +$175 +13 +0.1%
FI
81
FormulaFolio Investments
Michigan
$164K +$148 +11 +0.1%
Dynamic Advisor Solutions
82
Dynamic Advisor Solutions
Arizona
$155K +$67 +5 +0%
WAAG
83
Wealth Alliance Advisory Group
Kansas
$154K +$4.86K +361 +3%
TNB
84
TCF National Bank
South Dakota
$153K +$153K +11,383 New
NewEdge Advisors
85
NewEdge Advisors
Louisiana
$152K +$6.11K +454 +4%
Kestra Advisory Services
86
Kestra Advisory Services
Texas
$152K +$151K +11,261 New
SMC
87
Smith, Moore & Co
Missouri
$148K +$148K +11,010 New
BPB
88
Badgley, Phelps & Bell
Washington
$145K +$145K +10,793 New
IAIM
89
International Assets Investment Management
Florida
$138K +$138K +10,252 New
SCA
90
Sage Capital Advisors
South Dakota
$136K -$24.4K -1,810 -15%
Kayne Anderson Rudnick Investment Management
91
Kayne Anderson Rudnick Investment Management
California
$135K – – –
FFA
92
Founders Financial Alliance
North Carolina
$104K +$104K +7,755 New
Benjamin F. Edwards & Company
93
Benjamin F. Edwards & Company
Missouri
$96K -$50.6K -3,763 -35%
BCA
94
Berman Capital Advisors
Georgia
$81K +$81.3K +6,040 New
FP
95
Financial Perspectives
Minnesota
$72.9K – – –
JWM
96
Jeppson Wealth Management
California
$57K +$57.2K +4,250 New
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$50K +$50K +3,720 New
Citigroup
98
Citigroup
New York
$49K -$15.9K -1,179 -24%
Geneos Wealth Management
99
Geneos Wealth Management
Colorado
$45K – – –
Avior Wealth Management
100
Avior Wealth Management
Nebraska
$43K – – –