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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
151
Ashton Thomas Private Wealth
Arizona
$246K
PWG
152
Private Wealth Group
Florida
$234K
MCM
153
MAI Capital Management
Ohio
$234K +$127K +6,413 +129%
Cerity Partners
154
Cerity Partners
New York
$231K +$222K +11,233 New
AAS
155
Ameritas Advisory Services
Nebraska
$229K +$220K +11,155 New
Neuberger Berman Group
156
Neuberger Berman Group
New York
$229K
CPC
157
Consolidated Planning Corp
Georgia
$224K -$47.8K -2,425 -18%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$224K +$215K +10,875 New
4WM
159
49 Wealth Management
Texas
$222K +$213K +10,794 New
A
160
Alongside
Texas
$222K +$213K +10,794 New
ACIM
161
Azimuth Capital Investment Management
Michigan
$221K -$3.14K -159 -1%
M&T Bank
162
M&T Bank
New York
$220K -$691K -35,000 -77%
CA
163
Continuum Advisory
Idaho
$214K -$10.9K -550 -5%
SAM
164
SP Asset Management
California
$208K +$200K +10,122 New
Kayne Anderson Rudnick Investment Management
165
Kayne Anderson Rudnick Investment Management
California
$207K
PTC
166
Private Trust Company
Ohio
$203K +$67.2K +3,407 +53%
IA
167
IFG Advisory
Georgia
$202K +$194K +9,829 New
PF
168
PlanVest Financial
Maryland
$199K
NS
169
NBC Securities
Alabama
$196K -$116K -5,871 -38%
IA
170
IFP Advisors
Florida
$170K
AF
171
Advisornet Financial
Minnesota
$162K +$124K +6,270 +392%
HHGA
172
Halbert Hargrove Global Advisors
California
$161K
GRP
173
Global Retirement Partners
California
$132K +$127K +6,425 New
HNB
174
Huntington National Bank
Ohio
$131K
BC
175
Barrett & Company
Rhode Island
$128K