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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
126
Insigneo Advisory Services
Florida
$254K +$12.4K +750 +6%
MML Investors Services
127
MML Investors Services
Massachusetts
$251K +$11.2K +678 +5%
SIM
128
Stratos Investment Management
Ohio
$249K +$43K +2,596 +23%
KWA
129
Kellett Wealth Advisors
Ohio
$246K
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$242K -$91.5K -5,519 -29%
WWM
131
Western Wealth Management
Colorado
$227K
CPIG
132
Chicago Partners Investment Group
Illinois
$225K +$1.82K +110 +0.9%
AWS
133
Atria Wealth Solutions
New York
$222K -$476K -28,710 -70%
LF
134
Lantz Financial
Illinois
$219K -$39.8K -2,400 -17%
NFG
135
Norris Financial Group
South Carolina
$219K
LIG
136
Lokken Investment Group
Delaware
$215K -$15.9K -959 -8%
NFSG
137
Newbridge Financial Services Group
Florida
$214K +$194K +11,728 New
IWM
138
IHT Wealth Management
Illinois
$211K -$17.4K -1,053 -8%
LSIA
139
LaSalle St. Investment Advisors
Illinois
$210K +$1.16K +70 +0.6%
PWG
140
Private Wealth Group
Florida
$208K
CWS
141
Confluence Wealth Services
Pennsylvania
$202K +$4.56K +275 +3%
ASN
142
Advisory Services Network
Georgia
$201K -$302K -18,242 -62%
BPA
143
Beacon Pointe Advisors
California
$188K +$2.8K +169 +2%
Creative Planning
144
Creative Planning
Kansas
$187K +$170K +10,250 New
PTC
145
Private Trust Company
Ohio
$186K
Kayne Anderson Rudnick Investment Management
146
Kayne Anderson Rudnick Investment Management
California
$184K
AAS
147
Ameritas Advisory Services
Nebraska
$182K
US Bancorp
148
US Bancorp
Minnesota
$175K
IA
149
IFP Advisors
Florida
$151K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$144K +$93.3K +5,629 +247%