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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
Stephens Inc
Arkansas
$251K +$20.5K +1,466 +10%
FSI
102
Flow State Investments
Illinois
$250K +$235K +16,845 New
SCA
103
SMH Capital Advisors
Texas
$245K -$2.54K -182 -1%
JWCA
104
J.W. Cole Advisors
Florida
$244K +$3.57K +256 +2%
LOPW
105
Live Oak Private Wealth
North Carolina
$241K
SWP
106
Semus Wealth Partners
Florida
$240K -$2.26K -162 -1%
KWA
107
Kellett Wealth Advisors
Ohio
$237K -$93.5K -6,700 -30%
MFG
108
Midwest Financial Group
Kansas
$237K -$11K -791 -5%
Invesco
109
Invesco
Georgia
$233K -$140 -10 -0.1%
NS
110
NBC Securities
Alabama
$228K +$698 +50 +0.3%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$227K +$4.38K +314 +2%
TA
112
TFG Advisers
Michigan
$225K -$33.2K -2,377 -14%
EWA
113
EverSource Wealth Advisors
Alabama
$223K -$7.15K -512 -3%
LF
114
Lantz Financial
Illinois
$214K
BCM
115
Brookstone Capital Management
Illinois
$204K +$13.9K +999 +8%
LIG
116
Lokken Investment Group
Delaware
$201K +$7.93K +568 +4%
EH
117
Equitable Holdings
New York
$199K +$23.1K +1,656 +14%
IWM
118
IHT Wealth Management
Illinois
$189K -$1.4K -100 -0.8%
WWM
119
Western Wealth Management
Colorado
$175K -$74K -5,300 -31%
LSIA
120
LaSalle St. Investment Advisors
Illinois
$170K +$12.3K +883 +8%
PWG
121
Private Wealth Group
Florida
$170K
CPIG
122
Chicago Partners Investment Group
Illinois
$166K +$1.66K +119 +1%
GLA
123
Good Life Advisors
Pennsylvania
$166K
AAS
124
Avantax Advisory Services
Texas
$161K +$11.9K +854 +9%
JFG
125
Jefferies Financial Group
New York
$158K