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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DAC
126
Dividend Assets Capital
South Carolina
$29K – – –
APA
127
American Portfolios Advisors
New York
$26.6K – – –
AA
128
Addison Advisors
Vermont
$24K +$23.9K +1,341 New
CFFP
129
Center for Financial Planning
Michigan
$18K – – –
MSFP
130
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
TCI Wealth Advisors
131
TCI Wealth Advisors
Arizona
$18K – – –
ZB
132
Zions Bancorporation
Utah
$18K +$17.8K +1,000 New
CIA
133
Cascade Investment Advisors
Oregon
$15.2K – – –
NFG
134
Next Financial Group
Texas
$14K – – –
CFA
135
Carroll Financial Associates
North Carolina
$13K – – –
CAGAS
136
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
HFA
137
Hoover Financial Advisors
Pennsylvania
$9K +$9.23K +518 New
NSIM
138
North Star Investment Management
Illinois
$7K – – –
Bartlett & Co
139
Bartlett & Co
Ohio
$5K – – –
KFI
140
Key Financial Inc
Pennsylvania
$5K – – –
Capital Analysts LLC
141
Capital Analysts LLC
Pennsylvania
$5K +$4.45K +250 New
Bartlett & Co Wealth Management
142
Bartlett & Co Wealth Management
Ohio
$4.91K – – –
SWA
143
SOA Wealth Advisors
New York
$4K +$71 +4 +2%
Arkadios Wealth Advisors
144
Arkadios Wealth Advisors
Georgia
$3K +$71 +4 +2%
TFGT
145
TS Financial Group (TSFG)
Illinois
$1K – – –
BFA
146
Brendel Financial Advisors
New Hampshire
$1K +$1.44K +81 New
CWM
147
Centric Wealth Management
Illinois
– -$538K -31,223 Closed
IAIM
148
International Assets Investment Management
Florida
– -$345K -20,939 Closed
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
– -$278K -15,290 Closed
FAIM
150
Financial Advocates Investment Management
Washington
– -$213K -12,366 Closed