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Calamos Strategic Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
176
Pacific Center for Financial Services
California
$30.9K – – –
AF
177
Advisornet Financial
Minnesota
$29.2K – – –
OP
178
ORG Partners
Indiana
$27.5K – – –
PGAM
179
Princeton Global Asset Management
New Jersey
$21.9K +$19.9K +1,200 New
GWM
180
Geneos Wealth Management
Colorado
$20.2K – – –
FFWM
181
Future Financial Wealth Management
Ohio
$20.1K – – –
FPF
182
First Pacific Financial
Washington
$20.1K +$18.2K +1,100 New
FGA
183
Fortis Group Advisors
New Jersey
$18.2K – – –
AssetMark Inc
184
AssetMark Inc
California
$18.1K +$13.5K +816 +466%
AAG
185
Armstrong Advisory Group
Massachusetts
$14.7K +$13.3K +805 New
T
186
Transce3nd
Texas
$12.9K – – –
SL
187
Salomon & Ludwin
Virginia
$12.5K – – –
FC
188
Fairscale Capital
New Hampshire
$9.17K – – –
BWAM
189
Boyd Watterson Asset Management
Ohio
$9.12K – – –
MSFP
190
Mark Sheptoff Financial Planning
Connecticut
$7.95K -$7.22K -436 -50%
NSIM
191
North Star Investment Management
Illinois
$7.3K – – –
BHWM
192
Beaird Harris Wealth Management
Texas
$5.93K – – –
BCWM
193
Bartlett & Co Wealth Management
Ohio
$4.92K – – –
KFI
194
Key Financial Inc
Pennsylvania
$4.56K – – –
CSB
195
City State Bank
Iowa
$3.65K – – –
AAP
196
Arax Advisory Partners
Colorado
$3.36K – – –
SWA
197
SOA Wealth Advisors
New York
$3.16K +$50 +3 +2%
FIM
198
FWL Investment Management
Texas
$2.1K – – –
TRCT
199
Tower Research Capital (TRC)
New York
$438 +$365 +22 +1,100%
T
200
Tidemark
California
$310 – – –