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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DI
151
Disciplined Investments
Oklahoma
$5K +$5.35K +309 New
BCWM
152
Bartlett & Co Wealth Management
Ohio
$4.73K +$4.67K +270 New
CAL
153
Capital Analysts LLC
Pennsylvania
$4K
CSB
154
City State Bank
Iowa
$4K
KFI
155
Key Financial Inc
Pennsylvania
$4K
SWA
156
SOA Wealth Advisors
New York
$4K +$69 +4 +2%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$4K +$4.34K +251 +25,100%
TRCT
158
Tower Research Capital (TRC)
New York
$1K +$1.44K +83 New
FPOC
159
Financial Planners of Cleveland
Ohio
-$1.56M -83,487 Closed
SA
160
Scarborough Advisors
Maryland
-$1.08M -55,947 Closed
AWA
161
Arete Wealth Advisors
Illinois
-$717K -37,279 Closed
Bank of New York Mellon
162
Bank of New York Mellon
New York
-$624K -32,359 Closed
CFGS
163
Concourse Financial Group Securities
Alabama
-$371K -21,442 Closed
SPC
164
Sigma Planning Corp
Michigan
-$409K -21,187 Closed
Baird Financial Group
165
Baird Financial Group
Wisconsin
-$357K -18,529 Closed
CAN
166
Claraphi Advisory Network
United States
-$341K -17,668 Closed
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
-$235K -12,221 Closed
WAAG
168
Wealth Alliance Advisory Group
Kansas
-$211K -10,929 Closed
RIA
169
RPG Investment Advisory
California
-$205K -10,650 Closed
CWS
170
Confluence Wealth Services
Pennsylvania
-$104K -5,410 Closed
CA
171
CoreCap Advisors
Michigan
-$94K -4,850 Closed
FFG
172
Ford Financial Group
California
-$77K -4,000 Closed
SC
173
Steph & Co
Wisconsin
-$75K -3,900 Closed
GWM
174
Geneos Wealth Management
Colorado
-$66K -3,445 Closed
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
-$45K -2,324 Closed