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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
151
North Star Investment Management
Illinois
$5.9K – – –
SWA
152
SOA Wealth Advisors
New York
$4.38K +$84 +6 +2%
BC
153
Bartlett & Co
Ohio
$4K – – –
BCWM
154
Bartlett & Co Wealth Management
Ohio
$3.98K – – –
KFI
155
Key Financial Inc
Pennsylvania
$3.69K – – –
CSB
156
City State Bank
Iowa
$3K – – –
RWPA
157
Richard W. Paul & Associates
Michigan
$1.12K – – –
CAL
158
Capital Analysts LLC
Pennsylvania
$1K +$766 +55 New
IBOK
159
Independence Bank of Kentucky
Kentucky
$118 – – –
AWM
160
AE Wealth Management
Kansas
– -$413K -29,492 Closed
CG
161
Colony Group
Massachusetts
– -$412K -29,451 Closed
AWM
162
Axxcess Wealth Management
California
– -$347K -24,753 Closed
IP
163
Ignite Planners
California
– -$171K -12,326 Closed
Cerity Partners
164
Cerity Partners
New York
– -$167K -11,908 Closed
AAS
165
Ameritas Advisory Services
Nebraska
– -$89.5K -6,391 Closed
BAM
166
Belpointe Asset Management
Nevada
– -$40.8K -2,912 Closed
FCA
167
Fortis Capital Advisors
Kansas
– -$34.7K -2,481 Closed
TC
168
Truvestments Capital
Florida
– -$28.2K -2,015 Closed
TWA
169
TCI Wealth Advisors
Arizona
– -$27.3K -1,947 Closed
CIA
170
Cascade Investment Advisors
Oregon
– -$11.7K -833 Closed