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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
101
Smith, Moore & Co
Missouri
$387K +$19K +1,000 +5%
GPFA
102
Game Plan Financial Advisors
Ohio
$384K
CPWL
103
Coquina Private Wealth LLC
Florida
$383K +$380K +19,945 New
CG
104
Caprock Group
Idaho
$381K
LSC
105
Logan Stone Capital
Illinois
$376K +$373K +19,608 New
MFWP
106
Mosaic Family Wealth Partners
Missouri
$376K +$3.31K +174 +0.9%
SWA
107
Strategies Wealth Advisors
Michigan
$364K +$7.62K +400 +2%
DIA
108
Dana Investment Advisors
Wisconsin
$361K
MYIA
109
Mount Yale Investment Advisors
Colorado
$359K
SLWA
110
San Luis Wealth Advisors
California
$358K
VAS
111
Vestmark Advisory Solutions
Massachusetts
$357K +$145K +7,605 +69%
Empower Advisory Group
112
Empower Advisory Group
Colorado
$353K
Corient Private Wealth
113
Corient Private Wealth
Florida
$348K
BCA
114
Bay Capital Advisors
Virginia
$346K
CPA
115
Compass Planning Associates
Massachusetts
$344K
EWA
116
EverSource Wealth Advisors
Alabama
$342K -$16.2K -853 -5%
EWA
117
EP Wealth Advisors
California
$339K +$336K +17,648 New
SFA
118
Sequoia Financial Advisors
Ohio
$332K
WS
119
Wedbush Securities
California
$328K -$75.6K -3,970 -19%
BPA
120
Beacon Pointe Advisors
California
$323K +$320K +16,817 New
MWM
121
Modern Wealth Management
Kansas
$323K -$28.6K -1,500 -8%
FFA
122
Founders Financial Alliance
North Carolina
$318K +$1.35K +71 +0.4%
SI
123
Stephens Inc
Arkansas
$314K -$9.52K -500 -3%
CA
124
Calton & Associates
Florida
$313K +$3.54K +186 +1%
LOPW
125
Live Oak Private Wealth
North Carolina
$311K