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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
76
International Assets Investment Management
Florida
$310K -$56.1K -4,020 -15%
IFWM
77
Institute for Wealth Management
Colorado
$307K
AWA
78
ARQ Wealth Advisors
Arizona
$296K +$18.2K +1,304 +7%
SCA
79
SMH Capital Advisors
Texas
$295K -$41.8K -2,994 -12%
KAS
80
Kestra Advisory Services
Texas
$294K -$52.6K -3,772 -15%
CWP
81
Cyndeo Wealth Partners
Florida
$291K -$15.4K -1,103 -5%
JWCA
82
J.W. Cole Advisors
Florida
$290K +$4.21K +302 +1%
JP Morgan Chase
83
JP Morgan Chase
New York
$289K +$108K +7,725 +60%
GSC
84
Grey Street Capital
Illinois
$284K +$283K +20,282 New
DAS
85
Dynamic Advisor Solutions
Arizona
$268K +$893 +64 +0.3%
AMC
86
Asset Management Corp
Illinois
$264K -$65.2K -4,671 -20%
MFWP
87
Mosaic Family Wealth Partners
Missouri
$254K +$2.86K +205 +1%
TA
88
TFG Advisers
Michigan
$252K +$1.98K +142 +0.8%
OC
89
Oppenheimer & Co
New York
$251K +$23.5K +1,685 +10%
SWM
90
Silverlake Wealth Management
Vermont
$250K +$768 +55 +0.3%
WWM
91
Western Wealth Management
Colorado
$239K
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$238K +$628 +45 +0.3%
TC
93
Telemus Capital
Michigan
$238K -$17.2K -1,230 -7%
MFG
94
Midwest Financial Group
Kansas
$233K +$232K +16,648 New
LOPW
95
Live Oak Private Wealth
North Carolina
$227K
SWP
96
Semus Wealth Partners
Florida
$224K -$16K -1,148 -7%
EWA
97
EverSource Wealth Advisors
Alabama
$222K -$294K -21,080 -57%
SI
98
Stephens Inc
Arkansas
$216K
CAM
99
Cresset Asset Management
Illinois
$210K
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$208K -$96.4K -6,910 -32%