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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
126
Wolff Wiese Magana
California
$36K – – –
TFP
127
Tilia Fiduciary Partners
North Carolina
$34K – – –
CHA
128
Carmichael Hill & Associates
Maryland
$34K +$39.7K +2,745 New
US Bancorp
129
US Bancorp
Minnesota
$32K +$6.55K +453 +21%
Global Retirement Partners
130
Global Retirement Partners
California
$31K – – –
ADL
131
Asset Dedication LLC
California
$30K +$34.7K +2,400 New
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$28K – – –
FPFS
133
First Personal Financial Services
North Carolina
$27K +$31.7K +2,196 New
FF
134
FourThought Financial
Florida
$22K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$21K -$4.74K -328 -16%
PCFFS
136
Pacific Center for Financial Services
California
$21K – – –
DAC
137
Dividend Assets Capital
South Carolina
$20K – – –
AF
138
Advisornet Financial
Minnesota
$20K +$7.23K +500 +45%
CWM
139
Castle Wealth Management
Florida
$19K +$21.7K +1,500 New
CT
140
Caldwell Trust
Florida
$17.3K – – –
MSFP
141
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
TVWM
142
Tower View Wealth Management
Wisconsin
$13K +$303 +21 +2%
TCI Wealth Advisors
143
TCI Wealth Advisors
Arizona
$12K – – –
VNA
144
Valley National Advisers
Pennsylvania
$10K +$11.9K +825 New
NSIM
145
North Star Investment Management
Illinois
$5K – – –
Bartlett & Co Wealth Management
146
Bartlett & Co Wealth Management
Ohio
$3.38K – – –
Bartlett & Co
147
Bartlett & Co
Ohio
$3K – – –
Capital Analysts LLC
148
Capital Analysts LLC
Pennsylvania
$3K – – –
CSB
149
City State Bank
Iowa
$3K – – –
KFI
150
Key Financial Inc
Pennsylvania
$3K – – –