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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Canal Capital Management
Virginia
$305K +$57.8K +4,000 +20%
SCA
77
SMH Capital Advisors
Texas
$300K -$1.75K -121 -0.5%
EM
78
ELCO Management
New York
$297K -$1.45K -100 -0.4%
Creative Planning
79
Creative Planning
Kansas
$295K – – –
TC
80
Telemus Capital
Michigan
$295K – – –
IFWM
81
Institute for Wealth Management
Colorado
$277K -$4.91K -340 -2%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$269K +$16.9K +1,170 +6%
Dynamic Advisor Solutions
83
Dynamic Advisor Solutions
Arizona
$245K +$26.5K +1,833 +10%
SWM
84
Silverlake Wealth Management
Vermont
$222K +$737 +51 +0.3%
TA
85
TFG Advisers
Michigan
$221K +$2.57K +178 +1%
JWCA
86
J.W. Cole Advisors
Florida
$202K -$19.4K -1,343 -8%
LOPW
87
Live Oak Private Wealth
North Carolina
$202K – – –
LIG
88
Lokken Investment Group
Delaware
$198K – – –
Stephens Inc
89
Stephens Inc
Arkansas
$193K -$46.4K -3,211 -17%
Oppenheimer & Co
90
Oppenheimer & Co
New York
$190K -$10.9K -757 -5%
Avantax Advisory Services
91
Avantax Advisory Services
Texas
$187K +$70K +4,841 +48%
LF
92
Lantz Financial
Illinois
$180K – – –
GLA
93
Good Life Advisors
Pennsylvania
$172K +$22.2K +1,538 +13%
SB
94
Simmons Bank
Arkansas
$167K – – –
SWM
95
SeaCrest Wealth Management
New York
$144K -$12.9K -893 -7%
U.S. Capital Wealth Advisors
96
U.S. Capital Wealth Advisors
Texas
$141K +$163K +11,291 New
DLHL
97
Donald L. Hagan LLC
Florida
$138K – – –
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$137K -$38.3K -2,647 -19%
AA
99
Aire Advisors
California
$137K +$159K +10,997 New
Chicago Partners Investment Group
100
Chicago Partners Investment Group
Illinois
$136K +$145K +10,000 New