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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
126
Wolff Wiese Magana
California
$51K – – –
TFP
127
Tilia Fiduciary Partners
North Carolina
$48K – – –
ADL
128
Asset Dedication LLC
California
$42K – – –
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$39K -$21.9K -1,264 -36%
CC
130
Commons Capital
Massachusetts
$38K +$37.2K +2,146 New
Deutsche Bank
131
Deutsche Bank
Germany
$36K – – –
GRP
132
Global Retirement Partners
California
$32K +$39.4K +2,274 New
FF
133
FourThought Financial
Florida
$30K -$28.1K -1,621 -48%
PCFFS
134
Pacific Center for Financial Services
California
$30K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
DAC
136
Dividend Assets Capital
South Carolina
$28K – – –
CT
137
Caldwell Trust
Florida
$24.2K – – –
AA
138
Addison Advisors
Vermont
$24K – – –
FFWM
139
Future Financial Wealth Management
Ohio
$19K – – –
AF
140
Advisornet Financial
Minnesota
$19K +$19K +1,100 New
MSFP
141
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
TWA
142
TCI Wealth Advisors
Arizona
$18K – – –
TVWM
143
Tower View Wealth Management
Wisconsin
$18K – – –
ZB
144
Zions Bancorporation
Utah
$18K – – –
CIA
145
Cascade Investment Advisors
Oregon
$14.6K – – –
HS
146
Horan Securities
United States
$11K +$190 +11 +2%
CAGAS
147
Capital Advisory Group Advisory Services
Minnesota
$11K +$10.9K +628 New
T
148
TCWP
Ohio
$9K +$9.52K +550 New
NSIM
149
North Star Investment Management
Illinois
$7K – – –
BC
150
Bartlett & Co
Ohio
$5K +$4.67K +270 New