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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
SouthState Corp
Florida
$4.19K +$4.22K +312 New
BC
152
Bartlett & Co
Ohio
$4K
SWA
153
SOA Wealth Advisors
New York
$3.82K +$95 +7 +3%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$3.65K
KFI
155
Key Financial Inc
Pennsylvania
$3.13K
CAL
156
Capital Analysts LLC
Pennsylvania
$3K
CSB
157
City State Bank
Iowa
$3K
IBOK
158
Independence Bank of Kentucky
Kentucky
$2K +$2.31K +171 New
RWPA
159
Richard W. Paul & Associates
Michigan
$1.02K +$1.03K +76 New
PAG
160
Private Advisor Group
New Jersey
$625 +$104K +7,722 +20%
CAM
161
Cresset Asset Management
Illinois
$188 -$208K -15,418 -51%
WIM
162
Westside Investment Management
California
$23 -$20K -1,480 -46%
AssetMark Inc
163
AssetMark Inc
California
$8
WP
164
WealthSource Partners
California
-$795K -63,639 Closed
Invesco
165
Invesco
Georgia
-$326K -26,116 Closed
SB
166
Simmons Bank
Arkansas
-$167K -13,377 Closed
SWM
167
SeaCrest Wealth Management
New York
-$144K -11,533 Closed
TSS
168
Two Sigma Securities
New York
-$134K -10,754 Closed
Baird Financial Group
169
Baird Financial Group
Wisconsin
-$127K -10,175 Closed
CPIG
170
Chicago Partners Investment Group
Illinois
-$136K -10,000 Closed
HGERS
171
Householder Group Estate & Retirement Specialist
Arizona
-$95K -7,614 Closed
PMFA
172
Plante Moran Financial Advisors
Michigan
-$68K -5,425 Closed
IAMOG
173
Investors Asset Management of Georgia
Georgia
-$41K -3,270 Closed
CHA
174
Carmichael Hill & Associates
Maryland
-$34K -2,745 Closed
CWM
175
Castle Wealth Management
Florida
-$19K -1,500 Closed