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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
151
Neuberger Berman Group
New York
$214K +$212K +11,136 New
CA
152
Continuum Advisory
Idaho
$210K +$10.5K +550 +5%
ACIM
153
Azimuth Capital Investment Management
Michigan
$209K +$207K +10,885 New
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$203K -$4.59K -241 -2%
BEI
155
Benjamin Edwards Inc
Missouri
$203K +$202K +10,591 New
Kayne Anderson Rudnick Investment Management
156
Kayne Anderson Rudnick Investment Management
California
$193K
PTC
157
Private Trust Company
Ohio
$193K
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$190K +$68.1K +3,576 +56%
BTI
159
Blue Trust Inc
Georgia
$188K +$161K +8,470 +653%
IA
160
IFP Advisors
Florida
$159K
HHGA
161
Halbert Hargrove Global Advisors
California
$150K +$149K +7,837 New
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$143K -$8.95K -470 -6%
GRP
163
Global Retirement Partners
California
$135K +$1.28K +67 +1%
HNB
164
Huntington National Bank
Ohio
$129K
AUB
165
Atlantic Union Bankshares
Virginia
$127K +$126K +6,626 New
PA
166
Parallel Advisors
California
$123K +$9.88K +519 +9%
BC
167
Barrett & Company
Rhode Island
$120K
NWM
168
Nova Wealth Management
Florida
$108K
AF
169
Allworth Financial
California
$106K -$38 -2 -0%
DAM
170
Delta Asset Management
Tennessee
$98K
RIL
171
Rothschild Investment LLC
Illinois
$96K
MCM
172
MAI Capital Management
Ohio
$95.6K
KFAS
173
Keating Financial Advisory Services
Kansas
$94K +$93.2K +4,893 New
CI
174
CX Institutional
Indiana
$88K +$1.41K +74 +2%
NEWAS
175
N.E.W. Advisory Services
Wisconsin
$84.5K +$41.9K +2,200 +100%