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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
126
TCI Wealth Advisors
Arizona
$18K – – –
ZB
127
Zions Bancorporation
Utah
$18K – – –
TVWM
128
Tower View Wealth Management
Wisconsin
$18K +$18.4K +1,000 New
HNB
129
Huntington National Bank
Ohio
$16K – – –
CIA
130
Cascade Investment Advisors
Oregon
$14.8K – – –
NFG
131
Next Financial Group
Texas
$13K – – –
CFA
132
Carroll Financial Associates
North Carolina
$12K – – –
CAGAS
133
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
NSIM
134
North Star Investment Management
Illinois
$7K – – –
LWM
135
Liberty Wealth Management
California
$7K +$7.33K +398 +5,686%
BC
136
Bartlett & Co
Ohio
$5K – – –
BCWM
137
Bartlett & Co Wealth Management
Ohio
$4.78K – – –
CAL
138
Capital Analysts LLC
Pennsylvania
$4K – – –
KFI
139
Key Financial Inc
Pennsylvania
$4K – – –
SWA
140
SOA Wealth Advisors
New York
$4K +$74 +4 +2%
TRCT
141
Tower Research Capital (TRC)
New York
$3K +$3.39K +184 New
GKWIM
142
Gerber Kawasaki Wealth & Investment Management
California
$2K +$2.82K +153 New
WP
143
WealthShield Partners
North Carolina
– -$560K -30,762 Closed
GIA
144
Gladstone Institutional Advisory
Florida
– -$528K -29,030 Closed
EM
145
ELCO Management
New York
– -$431K -23,700 Closed
CCM
146
Coldstream Capital Management
Washington
– -$213K -11,714 Closed
JWCA
147
J.W. Cole Advisors
Florida
– -$188K -10,311 Closed
FFG
148
Ford Financial Group
California
– -$72K -4,000 Closed
Citigroup
149
Citigroup
New York
– -$68K -3,729 Closed
FIA
150
FNY Investment Advisers
New York
– -$54K -3,000 Closed