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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DAC
151
Dividend Assets Capital
South Carolina
$22K – – –
SCA
152
Stonebridge Capital Advisors
Minnesota
$21.9K +$22.9K +1,557 New
CT
153
Caldwell Trust
Florida
$19.4K – – –
RW
154
RVW Wealth
California
$15.5K +$16.2K +1,103 New
MSFP
155
Mark Sheptoff Financial Planning
Connecticut
$14.1K – – –
FGA
156
Fortis Group Advisors
New Jersey
$14.1K +$14.7K +1,000 New
AWM
157
Avior Wealth Management
Nebraska
$7.43K +$7.78K +528 New
NSIM
158
North Star Investment Management
Illinois
$5.63K – – –
FFA
159
Farther Finance Advisors
California
$4.32K +$4.52K +307 New
SWA
160
SOA Wealth Advisors
New York
$4.27K +$88 +6 +2%
BC
161
Bartlett & Co
Ohio
$4K – – –
BCWM
162
Bartlett & Co Wealth Management
Ohio
$3.8K – – –
KFI
163
Key Financial Inc
Pennsylvania
$3.52K – – –
CSB
164
City State Bank
Iowa
$3K – – –
CAL
165
Capital Analysts LLC
Pennsylvania
$1K – – –
TFGT
166
TS Financial Group (TSFG)
Illinois
$1K – – –
TRCT
167
Tower Research Capital (TRC)
New York
$633 +$663 +45 New
IBOK
168
Independence Bank of Kentucky
Kentucky
$113 – – –
SFS
169
Shaker Financial Services
Virginia
– -$1.8M -122,271 Closed
SLWA
170
San Luis Wealth Advisors
California
– -$389K -26,385 Closed
OP
171
ORG Partners
Indiana
– -$363K -24,424 Closed
Creative Planning
172
Creative Planning
Kansas
– -$349K -23,629 Closed
AWA
173
ARQ Wealth Advisors
Arizona
– -$315K -21,343 Closed
LWM
174
Laidlaw Wealth Management
New York
– -$202K -13,710 Closed
LFAS
175
Level Four Advisory Services
Texas
– -$173K -11,707 Closed