CALAMOS STRATEGIC TOTL RETN shareholder history

Current and past CALAMOS STRATEGIC TOTL RETN shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 2640.00%0.00%0.00%Q1 2012Q3 202343
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.02%0.12%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.08%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.05%0.15%0.35%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.01%0.02%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.00%0.02%0.03%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.03%0.10%0.26%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.04%0.08%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.08%0.13%0.18%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.01%0.02%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
CONNING INC. 42420.02%0.06%0.16%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
Janney Montgomery Scott LLC 41410.01%0.03%0.07%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 27140.02%0.04%0.07%Q2 2013Q3 202341
Advisors Asset Management, Inc. 30110.07%0.25%0.50%Q2 2013Q3 202341
Cetera Advisors LLC 22190.01%0.05%0.13%Q2 2013Q3 202341
Creative Planning 41410.00%0.00%0.01%Q2 2013Q2 202341
RAYMOND JAMES TRUST N.A. 3380.02%0.02%0.03%Q2 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 18100.00%0.01%0.03%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.02%0.06%Q4 2013Q3 202340
Invesco Ltd. 3810.00%0.00%0.00%Q2 2013Q3 202339
D.A. DAVIDSON & CO. 24150.00%0.01%0.02%Q4 2013Q3 202339
MARK SHEPTOFF FINANCIAL PLANNING, LLC 39390.01%0.01%0.02%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.05%Q1 2014Q3 202339
Cetera Advisor Networks LLC 22160.01%0.02%0.05%Q1 2014Q3 202338
Dana Investment Advisors, Inc. 38380.01%0.02%0.03%Q3 2013Q4 202238
HUNTINGTON NATIONAL BANK 2210.00%0.00%0.00%Q1 2009Q3 202338
M&T BANK CORP 3110.00%0.00%0.00%Q2 2013Q3 202336
UBS Group AG 36360.02%0.02%0.03%Q4 2014Q3 202336
BANK OF MONTREAL /CAN/ 3240.00%0.00%0.01%Q2 2013Q4 202236
Aviance Capital Partners, LLC 36360.05%0.37%0.47%Q4 2014Q3 202336
Donald L. Hagan, LLC 35350.08%0.16%0.28%Q4 2014Q2 202335
OPPENHEIMER & CO INC 2040.00%0.01%0.02%Q2 2013Q3 202335
TELEMUS CAPITAL, LLC 35350.02%0.07%0.18%Q1 2015Q3 202335
Pointe Capital Management LLC 2771.47%2.36%3.04%Q1 2015Q3 202334
Avior Wealth Management, LLC 3310.00%0.03%0.09%Q1 2014Q3 202334
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
Domani Wealth, LLC 3020.42%1.02%7.99%Q1 2015Q1 202332
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.04%0.18%0.34%Q4 2015Q3 202332
Advisory Services Network, LLC 1610.00%0.02%0.07%Q4 2013Q3 202331
Shaker Financial Services, LLC 910.07%1.40%3.78%Q2 2013Q2 202331
Good Life Advisors, LLC 28280.02%0.04%0.06%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 27270.01%0.02%0.02%Q1 2017Q3 202327
NEXT Financial Group, Inc 1460.00%0.01%0.04%Q2 2014Q4 202127
Stratos Wealth Partners, LTD. 2510.01%0.10%0.20%Q1 2015Q3 202327
North Star Investment Management Corp. 17100.00%0.00%0.00%Q4 2016Q3 202327
Snowden Capital Advisors LLC 1980.01%0.02%0.04%Q4 2016Q3 202327
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.04%0.12%0.25%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.08%Q2 2013Q4 201927
Edge Wealth Management LLC 26260.00%0.05%0.28%Q1 2014Q2 202026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.00%Q4 2013Q3 202325
Carroll Financial Associates, Inc. 25250.00%0.00%0.00%Q4 2015Q4 202125
Capital Investment Advisors, LLC 2410.01%0.01%0.02%Q4 2013Q1 202025
Institute for Wealth Management, LLC. 1960.05%0.08%0.14%Q2 2017Q3 202325
Mosaic Family Wealth, LLC 25250.05%0.07%0.09%Q4 2015Q4 202125
Frontier Wealth Management LLC 1680.01%0.10%0.22%Q2 2015Q2 202224
FARMERS & MERCHANTS INVESTMENTS INC 2040.00%0.01%0.04%Q4 2013Q3 202324
SMH CAPITAL ADVISORS INC 24240.22%0.52%1.75%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Arete Wealth Advisors, LLC 1860.04%0.09%0.21%Q3 2017Q3 202324
Geneos Wealth Management Inc. 1490.00%0.00%0.01%Q1 2016Q4 202123
ENVESTNET ASSET MANAGEMENT INC 1620.00%0.00%0.00%Q2 2014Q3 202323
RPG Investment Advisory, LLC 23230.03%0.08%0.17%Q2 2016Q4 202123
Dynamic Advisor Solutions LLC 23230.01%0.02%0.04%Q1 2018Q3 202323
Quad-Cities Investment Group, LLC 23230.34%0.41%0.53%Q1 2018Q3 202323
Oxbow Advisors, LLC 23230.11%0.24%0.35%Q2 2013Q4 201823
SEIZERT CAPITAL PARTNERS, LLC 22220.00%0.00%0.01%Q2 2013Q3 201822
Asset Dedication, LLC 1750.00%0.01%0.01%Q1 2018Q3 202322
DOLIVER ADVISORS, LP 1110.05%0.28%1.91%Q2 2013Q2 202222
STEPHENS INC /AR/ 22220.00%0.01%0.01%Q2 2018Q3 202322
Baird Financial Group, Inc. 1510.00%0.00%0.00%Q4 2016Q3 202321
NWAM LLC 730.02%0.07%0.17%Q2 2012Q2 201821
McGowan Group Asset Management, Inc. 1290.11%0.67%1.19%Q4 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
Pacific Center for Financial Services 1730.01%0.01%0.02%Q3 2018Q3 202320
TFG Advisers LLC 20200.12%0.18%0.26%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.03%Q4 2017Q3 202220
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1010.00%0.00%0.00%Q1 2014Q1 202120
Meridian Wealth Advisors, LLC 20200.33%0.48%0.68%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.12%0.36%0.86%Q4 2018Q3 202320
CWM, LLC 1280.00%0.00%0.04%Q3 2018Q3 202320
DEUTSCHE BANK AG\ 1280.00%0.00%0.00%Q3 2013Q1 202220
SeaCrest Wealth Management, LLC 20200.00%0.03%0.05%Q4 2017Q3 202220
Cascade Investment Advisors, Inc. 1810.01%0.01%0.01%Q1 2018Q1 202319
B. Riley Wealth Advisors, Inc. 1270.00%0.04%0.10%Q2 2013Q3 202319
Lantz Financial LLC 19190.08%0.11%0.14%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.01%0.02%Q1 2019Q3 202319
LAKE STREET PRIVATE WEALTH, LLC 19190.20%0.41%1.01%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
NewEdge Advisors, LLC 1080.01%0.01%0.02%Q3 2018Q3 202318
Brookstone Capital Management 1610.00%0.01%0.02%Q3 2017Q3 202318
IFP Advisors, Inc 1440.00%0.01%0.02%Q4 2015Q4 202218
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
Mariner, LLC 1250.00%0.01%0.01%Q2 2019Q3 202317
Calamos Wealth Management LLC 1250.02%0.17%0.49%Q4 2015Q3 202317
Wealth Alliance Advisory Group, LLC 17170.08%0.11%0.19%Q4 2017Q4 202117
Trust Co 1430.01%0.06%0.41%Q1 2015Q4 201917
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2019Q4 202316
MERCER GLOBAL ADVISORS INC /ADV 16160.00%0.00%0.01%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Sage Capital Advisors,llc 1420.06%0.10%0.12%Q2 2017Q2 202216
Financial Enhancement Group LLC 16160.00%0.36%0.63%Q2 2015Q1 201916
Concert Wealth Management Inc. 16160.03%0.04%0.07%Q2 2013Q1 201716
Advisor Group, Inc. 15150.01%0.02%0.02%Q2 2016Q4 201915
Tower Research Capital LLC (TRC) 410.00%0.00%0.01%Q2 2013Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Ledyard National Bank 15150.00%0.00%0.00%Q2 2015Q4 201815
TCI Wealth Advisors, Inc. 1310.00%0.01%0.07%Q1 2017Q3 202315
FineMark National Bank & Trust 15150.01%0.02%0.05%Q2 2013Q4 201615
Parallel Advisors, LLC 1410.00%0.00%0.01%Q4 2016Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
Valentine Capital Asset Management, Inc. 1110.07%0.38%0.88%Q4 2011Q4 201514
Vantage Investment Partners, LLC 14140.01%0.01%0.02%Q1 2016Q2 201914
Live Oak Private Wealth LLC 14140.04%0.06%0.08%Q2 2020Q3 202314
B. Riley Wealth Management, Inc. 860.00%0.13%0.34%Q1 2014Q2 202214
ASSET MANAGEMENT CORP /IL/ /ADV 14140.15%0.22%0.33%Q4 2019Q1 202314
J.W. COLE ADVISORS, INC. 810.02%0.02%0.07%Q4 2019Q3 202314
BB&T SECURITIES, LLC 14140.00%0.00%0.00%Q2 2016Q3 201914
ADVANTAGE INVESTMENT MANAGEMENT, LLC 14140.00%0.00%0.01%Q1 2015Q2 201814
Winslow, Evans & Crocker, Inc. 14140.01%0.01%0.02%Q4 2013Q1 201714
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Riggs Asset Managment Co. Inc. 14140.01%0.01%0.02%Q3 2014Q4 201714
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 13130.04%0.07%0.19%Q3 2013Q3 201613
Meristem Family Wealth, LLC 13130.02%0.05%0.06%Q1 2019Q1 202213
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
SMITH, MOORE & CO. 13130.03%0.06%0.08%Q3 2020Q3 202313
Lokken Investment Group LLC 1210.12%0.18%0.28%Q1 2012Q3 202313
Yellowstone Partners, LLC 1120.06%0.08%0.10%Q1 2014Q4 201713
Valeo Financial Advisors, LLC 13130.00%0.00%0.00%Q1 2018Q1 202113
Financial Advocates Investment Management 940.01%0.05%0.13%Q4 2017Q1 202113
VSR Financial Services, Inc. 13130.06%0.10%0.19%Q2 2013Q2 201613
Sigma Planning Corp 13130.01%0.01%0.02%Q4 2018Q4 202113
Cetera Investment Advisers 1210.00%0.00%0.02%Q4 2019Q3 202313
KWMG, LLC 940.01%0.08%0.15%Q4 2014Q1 201913
Allworth Financial LP 1110.00%0.00%0.00%Q1 2017Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.03%0.04%Q3 2020Q3 202313
ELCO Management Co., LLC 850.14%0.26%0.33%Q2 2020Q3 202313
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.05%0.06%0.08%Q4 2018Q3 202112
CREDIT SUISSE AG/ 12120.00%0.00%0.00%Q1 2013Q4 201512
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
DIVIDEND ASSETS CAPITAL, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
HL FINANCIAL SERVICES LLC 12120.00%0.00%0.01%Q2 2016Q1 201912
IHT Wealth Management, LLC 710.01%0.02%0.03%Q4 2017Q3 202312
David J Yvars Group 12120.32%0.52%0.77%Q4 2020Q3 202312
WFG Advisors, LP 610.00%0.01%0.01%Q3 2013Q2 201712
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Claraphi Advisory Network, LLC 12120.07%0.10%0.12%Q1 2019Q4 202112
WOLFF WIESE MAGANA LLC 12120.03%0.03%0.04%Q4 2020Q3 202312
WOLVERINE ASSET MANAGEMENT LLC 510.01%0.05%0.12%Q2 2013Q2 202212
Blume Capital Management, Inc. 12120.01%0.01%0.01%Q1 2014Q4 201612
ASSETMARK, INC 1110.00%0.00%0.00%Q4 2018Q4 202212
FMR LLC 410.00%0.00%0.00%Q3 2018Q3 202211
Game Plan Financial Advisors, LLC 920.26%0.27%0.32%Q4 2019Q4 202211
CORNERSTONE ADVISORS INC 610.04%0.83%1.33%Q3 2013Q4 201811
Pinnacle Bancorp, Inc. 11110.02%0.02%0.03%Q4 2018Q2 202111
CPWM, LLC 11110.02%0.04%0.08%Q2 2016Q4 201811
Canal Capital Management, LLC 11110.07%0.08%0.10%Q1 2021Q3 202311
Mascoma Wealth Management LLC 11110.03%0.04%0.04%Q4 2016Q2 201911
Transamerica Financial Advisors, Inc. 11110.00%0.00%0.00%Q3 2013Q1 201611
SUNTRUST BANKS INC 910.00%0.00%0.00%Q2 2016Q3 201911
AE Wealth Management LLC 920.00%0.00%0.01%Q3 2019Q1 202311
Key FInancial Inc 11110.00%0.00%0.00%Q1 2021Q3 202311
Capital Analysts, LLC 720.00%0.00%0.00%Q4 2017Q3 202311
Brick & Kyle, Associates 10100.01%0.01%0.01%Q4 2014Q1 201710
Court Place Advisors, LLC 10100.05%0.06%0.06%Q1 2017Q2 201910
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2013Q3 202310
HARBOUR INVESTMENTS, INC. 640.03%0.04%0.05%Q1 2021Q3 202310
Lindbrook Capital, LLC 810.00%0.02%0.02%Q2 2019Q3 202310
KANALY TRUST CO 10100.00%0.00%0.00%Q4 2013Q1 201610
COMERICA BANK 610.00%0.00%0.00%Q2 2013Q3 202310
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 710.01%0.13%0.36%Q4 2013Q1 201710
COHEN & STEERS, INC. 10100.00%0.01%0.01%Q2 2016Q3 201810
STOCK YARDS BANK & TRUST CO 10100.01%0.01%0.01%Q2 2021Q3 202310
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q4 2013Q3 20239
Virtu KCG Holdings LLC 310.00%0.00%0.01%Q3 2013Q1 20179
J.P. Morgan Private Wealth Advisors LLC 630.00%0.01%0.02%Q1 2018Q3 20239
Quadrant Private Wealth Management, LLC 990.51%0.93%2.01%Q4 2017Q4 20199
MILLENNIUM MANAGEMENT LLC 720.00%0.00%0.01%Q3 2016Q3 20199
RMB Capital Management, LLC 520.01%0.06%0.17%Q1 2015Q1 20189
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 510.03%0.04%0.05%Q1 2020Q3 20239
Bell Rock Capital LLC 990.01%0.03%0.04%Q4 2016Q4 20189
BROWN BROTHERS HARRIMAN & CO 990.00%0.00%0.00%Q1 2014Q1 20169
Regis Management CO LLC 990.08%0.08%0.10%Q4 2015Q4 20179
Laurel Wealth Advisors, Inc. 510.02%0.04%0.06%Q4 2018Q1 20228
Plante Moran Financial Advisors, LLC 530.01%0.01%0.03%Q2 2014Q3 20228
Kovack Advisors, Inc. 530.02%0.03%0.04%Q2 2018Q3 20238
Kellett Wealth Advisors, LLC 880.27%0.40%0.55%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.14%0.16%0.18%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
Capital Advisory Group Advisory Services, LLC 710.00%0.00%0.01%Q1 2020Q1 20228
JMAC ENTERPRISES LLC 880.12%0.14%0.15%Q4 2021Q3 20238
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
Gould Capital, LLC 880.04%0.05%0.09%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.00%0.00%0.00%Q2 2013Q1 20158
Bensler, LLC 882.21%2.51%3.81%Q4 2021Q3 20238
VICUS CAPITAL 880.04%0.05%0.06%Q1 2014Q4 20158
Confluence Wealth Management LLC 880.15%0.18%0.24%Q1 2014Q4 20158
BLB&B Advisors, LLC 880.02%0.02%0.02%Q1 2018Q4 20198
NEWGATE CAPITAL MANAGEMENT LLC 530.71%2.34%4.37%Q3 2013Q2 20168
Allegis Investment Advisors, LLC 880.04%0.06%0.10%Q4 2015Q3 20178
Laidlaw Wealth Management LLC 710.04%0.10%0.24%Q4 2020Q2 20238
XML Financial, LLC 530.04%0.05%0.06%Q3 2021Q3 20238
Western Wealth Management, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Kavar Capital Partners, LLC 310.00%0.00%0.00%Q4 2013Q2 20198
First City Capital Management, Inc. 440.00%0.00%0.00%Q1 2014Q1 20168
Apollon Wealth Management, LLC 880.19%0.27%0.39%Q4 2021Q3 20238
Zuckerman Investment Group, LLC 620.06%0.07%0.09%Q2 2018Q3 20218
Fusion Investment Group, LLC 770.08%0.13%0.20%Q4 2013Q2 20157
Chicago Partners Investment Group LLC 310.00%0.01%0.01%Q1 2017Q3 20237
GPS Wealth Strategies Group, LLC 770.05%0.09%0.11%Q1 2022Q3 20237
Bulldog Investors, LLP 770.12%0.15%0.18%Q4 2010Q2 20127
Nuveen Asset Management, LLC 770.00%0.00%0.01%Q3 2016Q1 20187
Intellectus Partners, LLC 610.01%0.02%0.02%Q2 2017Q1 20197
Cresset Asset Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
AdvisorNet Financial, Inc 770.00%0.00%0.01%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Weiss Asset Management LP 210.02%0.07%0.23%Q4 2015Q3 20197
FLAGSHIP HARBOR ADVISORS, LLC 770.00%0.00%0.01%Q4 2018Q2 20207
Human Investing LLC 770.01%0.01%0.01%Q4 2018Q2 20207
TRUE Private Wealth Advisors 510.00%0.00%0.01%Q3 2018Q4 20207
SIGNATUREFD, LLC 310.00%0.00%0.00%Q1 2015Q3 20207
Financial Gravity Asset Management, Inc. 310.00%0.00%0.01%Q1 2018Q1 20217
Sowell Financial Services LLC 410.00%0.01%0.04%Q4 2016Q1 20217
Larson Financial Group LLC 770.04%0.05%0.06%Q4 2018Q2 20207
ParenteBeard Wealth Management, LLC 772.57%3.45%6.32%Q2 2013Q4 20147
TILIA FIDUCIARY PARTNERS, INC. 770.03%0.04%0.04%Q4 2021Q2 20237
Atlas Private Wealth Advisors 660.02%0.02%0.02%Q2 2020Q3 20216
Badgley Phelps Wealth Managers, LLC 660.01%0.01%0.01%Q3 2021Q4 20226
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 420.00%0.01%0.04%Q3 2020Q3 20236
NATIONAL PLANNING CORP 660.01%0.02%0.02%Q3 2013Q4 20146
Corient Capital Partners, LLC 660.04%0.04%0.06%Q3 2016Q4 20176
Atria Wealth Solutions, Inc. 510.01%0.01%0.01%Q1 2022Q3 20236
AMERICAN NATIONAL BANK 660.00%0.00%0.00%Q3 2014Q4 20156
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.02%0.05%0.07%Q2 2015Q2 20226
DUBUQUE BANK & TRUST CO 660.00%0.00%0.01%Q4 2014Q1 20166
Westside Investment Management, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
OneDigital Investment Advisors LLC 660.00%0.01%0.01%Q2 2017Q3 20186
Center for Financial Planning, Inc. 660.00%0.00%0.01%Q1 2020Q2 20216
UBS AG 660.02%0.02%0.02%Q2 2013Q3 20146
Sargent Bickham Lagudis LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Tower View Wealth Management LLC 660.01%0.01%0.01%Q3 2021Q4 20226
AVANTAX ADVISORY SERVICES, INC. 410.00%0.00%0.00%Q3 2020Q3 20236
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 660.42%0.61%0.75%Q2 2013Q3 20146
First Personal Financial Services 510.00%0.01%0.01%Q4 2021Q3 20236
OPTIMUM INVESTMENT ADVISORS 330.00%0.00%0.00%Q3 2014Q3 20186
PRIVATE TRUST CO NA 660.02%0.02%0.02%Q2 2022Q3 20236
FormulaFolio Investments, LLC 660.01%0.01%0.01%Q2 2019Q3 20206
First Allied Advisory Services, Inc. 550.07%0.08%0.09%Q2 2013Q2 20145
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.04%0.12%Q4 2013Q4 20145
Spectrum Management Group, LLC 410.04%0.08%0.09%Q3 2017Q3 20195
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q4 2015Q2 20235
MANUFACTURERS LIFE INSURANCE COMPANY, THE 320.00%0.00%0.00%Q2 2016Q2 20185
KMS FINANCIAL SERVICES, INC 550.02%0.02%0.02%Q3 2013Q3 20145
San Luis Wealth Advisors LLC 210.13%0.20%0.31%Q4 2020Q2 20235
Spire Wealth Management 550.00%0.00%0.00%Q1 2021Q1 20225
BARRETT & COMPANY, INC. 550.05%0.05%0.06%Q3 2022Q3 20235
Zions Bancorporation, N.A. 550.00%0.00%0.00%Q2 2021Q2 20225
U.S. Capital Wealth Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
CITY HOLDING CO 550.01%0.01%0.01%Q4 2013Q4 20145
Gupta Wealth Management LLC 550.06%0.08%0.10%Q1 2015Q1 20165
Bank of New York Mellon Corp 210.00%0.00%0.00%Q2 2016Q4 20215
First Houston Capital, Inc. 210.06%0.09%0.11%Q3 2013Q4 20155
Capital Advantage, Inc. 440.06%0.07%0.08%Q4 2015Q3 20164
Private Wealth Group, LLC 440.10%0.18%0.22%Q4 2022Q3 20234
Palogic Value Management, L.P. 440.37%0.38%0.41%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.00%0.01%0.02%Q4 2018Q3 20194
EverSource Wealth Advisors, LLC 440.02%0.04%0.08%Q4 2022Q3 20234
HOWE & RUSLING INC 310.00%0.00%0.00%Q2 2013Q2 20144
BADGLEY PHELPS & BELL INC 440.01%0.01%0.01%Q3 2020Q2 20214
Vident Investment Advisory, LLC 440.46%0.57%0.67%Q1 2017Q4 20174
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q1 2015Q4 20214
AIRE ADVISORS, LLC 440.04%0.04%0.05%Q3 2022Q2 20234
CENTRAL BANK & TRUST CO 440.00%0.00%0.00%Q1 2016Q4 20164
TRANSCEND CAPITAL ADVISORS, LLC 440.02%0.02%0.03%Q4 2020Q3 20214
Centric Wealth Management 210.15%0.21%0.34%Q4 2019Q1 20214
Realta Investment Advisors 440.01%0.01%0.01%Q1 2019Q4 20194
Weaver Consulting Group 440.01%0.02%0.02%Q1 2019Q4 20194
Clarus Wealth Advisors 440.01%0.02%0.03%Q2 2018Q1 20194
Cyndeo Wealth Partners, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Lido Advisors, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Ahrens Investment Partners LLC 310.02%0.04%0.05%Q4 2021Q1 20234
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 440.02%0.03%0.03%Q1 2018Q4 20184
Cerity Partners LLC 210.00%0.01%0.03%Q4 2019Q1 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Semus Wealth Partners LLC 440.21%0.24%0.28%Q4 2022Q3 20234
Transform Wealth, LLC 440.02%0.02%0.02%Q4 2017Q3 20184
SEI INVESTMENTS CO 210.00%0.00%0.00%Q1 2016Q2 20184
WEALTHSOURCE PARTNERS, LLC 440.02%0.05%0.06%Q4 2021Q3 20224
BerganKDV Wealth Management, LLC 440.06%0.07%0.07%Q4 2017Q3 20184
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2014Q1 20234
Leucadia National 440.00%0.00%0.00%Q4 2022Q3 20234
Regal Investment Advisors LLC 310.00%0.01%0.01%Q3 2014Q3 20154
TWO SIGMA SECURITIES, LLC 210.00%0.03%0.06%Q4 2016Q3 20224
Independence Bank of Kentucky 440.00%0.00%0.00%Q4 2022Q3 20234
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q3 2019Q3 20214
CoreCap Advisors, LLC 310.01%0.01%0.01%Q4 2021Q4 20224
ARCADIA INVESTMENT MANAGEMENT CORP/MI 440.00%0.00%0.00%Q2 2019Q1 20204
Addison Advisors LLC 440.01%0.02%0.02%Q2 2021Q1 20224
Placemark Investments, Inc. 440.00%0.00%0.00%Q2 2013Q1 20144
AXXCESS WEALTH MANAGEMENT, LLC 210.01%0.02%0.03%Q4 2022Q3 20233
AQR Arbitrage LLC 210.00%0.00%0.00%Q4 2015Q1 20203
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Baystate Wealth Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
SG Americas Securities, LLC 210.00%0.01%0.01%Q4 2013Q1 20163
THOMPSON SIEGEL & WALMSLEY LLC 330.00%0.00%0.00%Q3 2017Q1 20183
BlackRock Inc. 110.00%0.00%0.00%Q4 2017Q2 20193
Strategic Financial Concepts, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Richard W. Paul & Associates, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
SYNOVUS FINANCIAL CORP 330.00%0.00%0.00%Q4 2019Q2 20203
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Capital Wealth Planning, LLC 210.04%0.06%0.07%Q2 2019Q1 20203
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
OLD NATIONAL BANCORP /IN/ 330.00%0.01%0.01%Q1 2023Q3 20233
Karpus Management, Inc. 110.01%0.13%0.26%Q2 2016Q2 20223
COUNTRY TRUST BANK 210.00%0.00%0.00%Q2 2015Q3 20223
Gramercy Funds Management LLC 330.85%0.98%1.12%Q4 2015Q2 20163
Eudaimonia Partners, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
WealthShield Partners, LLC 330.09%0.10%0.11%Q4 2020Q2 20213
ARQ WEALTH ADVISORS, LLC 330.17%0.20%0.22%Q4 2022Q2 20233
BlackRock Investment Management, LLC 210.00%0.00%0.00%Q4 2014Q4 20153
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
JOHNSON INVESTMENT COUNSEL INC 330.01%0.01%0.01%Q2 2014Q4 20143
Capital CS Group, LLC 330.39%0.39%0.39%Q1 2023Q3 20233
Investors Capital Advisory Services 210.02%0.02%0.03%Q3 2015Q2 20163
ProVise Management Group, LLC 330.02%0.03%0.03%Q3 2021Q1 20223
Chinook Capital Management 330.41%0.45%0.51%Q2 2013Q4 20133
Midwest Financial Group LLC 330.20%0.21%0.22%Q1 2023Q3 20233
Jacobus Wealth Management, Inc. 330.04%0.04%0.05%Q2 2013Q4 20133
TFS CAPITAL LLC 210.02%0.05%0.07%Q3 2013Q1 20163
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.04%0.05%0.07%Q4 2017Q3 20183
LifePlan Financial Group, Inc 330.00%0.00%0.00%Q1 2018Q3 20183
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Grey Street Capital, LLC 330.16%0.17%0.20%Q1 2023Q3 20233
Ford Financial Group, LLC 110.02%0.03%0.05%Q4 2017Q4 20213
Gladstone Institutional Advisory LLC 330.06%0.07%0.08%Q4 2020Q2 20213
Elequin Capital, LP 330.00%0.03%0.08%Q4 2022Q2 20233
Sheaff Brock Investment Advisors, LLC 330.01%0.01%0.01%Q4 2015Q2 20163
Whitnell & Co. 330.00%0.00%0.00%Q2 2013Q4 20133
Cutter & CO Brokerage, Inc. 330.05%0.05%0.06%Q1 2017Q3 20173
Householder Group Estate & Retirement Specialist, LLC 110.04%0.04%0.04%Q3 2022Q3 20233
CLOUGH CAPITAL PARTNERS L P 210.04%0.10%0.13%Q1 2015Q1 20163
Capital Bank & Trust Co 220.00%0.00%0.00%Q4 2018Q1 20192
QCI ASSET MANAGEMENT INC/NY 220.02%0.02%0.02%Q3 2018Q4 20182
Quilter Plc 220.01%0.02%0.02%Q4 2019Q1 20202
Bellwether Investment Group, LLC 110.00%0.00%0.01%Q2 2016Q4 20162
NewDay Solutions, LLC 110.04%0.05%0.05%Q4 2018Q3 20192
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Savant Capital, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
LEVEL FOUR ADVISORY SERVICES, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q3 2015Q4 20152
Crosspoint Capital Strategies, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Simmons Bank 220.02%0.02%0.02%Q2 2022Q3 20222
Alpine Global Management, LLC 110.07%0.13%0.20%Q4 2016Q1 20202
BRAVE ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2016Q3 20162
Future Financial Wealth Managment LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Citadel Advisors 110.00%0.00%0.00%Q3 2013Q1 20172
Cornerstone Wealth Management, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Guild Investment Management, Inc. 111.40%1.49%1.58%Q1 2012Q2 20132
JANE STREET GROUP, LLC 220.00%0.00%0.01%Q1 2014Q2 20142
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Joel Isaacson & Co., LLC 220.01%0.01%0.01%Q4 2014Q1 20152
Virtu Financial LLC 220.01%0.02%0.02%Q3 2022Q4 20222
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.02%Q2 2010Q2 20162
Waverly Advisors, LLC 220.01%0.01%0.01%Q3 2013Q4 20132
OTA Financial Group L.P. 220.27%0.28%0.29%Q2 2018Q3 20182
Squarepoint Ops LLC 110.01%0.04%0.06%Q4 2015Q4 20162
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Parasol Investment Management, LLC 220.02%0.10%0.17%Q3 2013Q4 20132
Allred Capital Management, LLC 110.05%0.06%0.06%Q4 2019Q1 20212
Archford Capital Strategies, LLC 220.00%0.01%0.02%Q4 2015Q1 20162
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Ameritas Advisory Services, LLC 220.00%0.01%0.01%Q4 2022Q1 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.02%0.02%Q2 2022Q3 20222
SHELTON CAPITAL MANAGEMENT 220.01%0.01%0.01%Q1 2020Q2 20202
Ignite Planners, LLC 220.07%0.07%0.07%Q4 2022Q1 20232
Jolley Asset Management, LLC 220.12%0.12%0.12%Q4 2019Q1 20202
FNY Investment Advisers, LLC 110.01%0.02%0.02%Q4 2020Q2 20212
DELTA ASSET MANAGEMENT LLC/TN 220.01%0.01%0.01%Q2 2023Q3 20232
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q4 2014Q1 20152
Lehman Financial Resources, Inc. 220.01%0.01%0.01%Q4 2012Q1 20132
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Sunbelt Securities, Inc. 110.02%0.09%0.15%Q2 2015Q4 20162
Disciplined Investments, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
GOODWIN DANIEL L 220.11%0.13%0.14%Q2 2023Q3 20232
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2013Q2 20202
Horan Securities, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.00%Q2 2013Q3 20132
Consolidated Planning Corp 220.21%0.23%0.24%Q2 2023Q3 20232
Wealthcare Advisory Partners LLC 110.00%0.01%0.01%Q1 2020Q1 20212
BLAIR WILLIAM & CO/IL 220.00%0.00%0.00%Q2 2018Q3 20182
ROBINSON CAPITAL MANAGEMENT, LLC 222.54%4.98%7.41%Q4 2013Q1 20142
Lee Financial Co 220.00%0.00%0.00%Q3 2018Q4 20182
55I, LLC 220.01%0.01%0.02%Q4 2021Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Brendel Financial Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
BOKF, NA 110.01%0.01%0.01%Q4 2017Q4 20171
Equitable Holdings, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
PHH Investments, Ltd. 110.02%0.02%0.02%Q1 2017Q1 20171
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
CASTLE WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MARINER INVESTMENT GROUP LLC 110.40%0.40%0.40%Q1 2016Q1 20161
Taylor Wealth Management Partners 110.00%0.00%0.00%Q1 2015Q1 20151
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Atomi Financial Group, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Thomas J. Herzfeld Advisors, Inc. 110.06%0.06%0.06%Q1 2014Q1 20141
Fusion Family Wealth LLC 110.00%0.00%0.00%Q3 2017Q3 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Newbridge Financial Services Group, Inc. 110.02%0.02%0.02%Q3 2020Q3 20201
Carmichael Hill & Associates, Inc. 110.02%0.02%0.02%Q3 2022Q3 20221
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Truvestments Capital LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Edge Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Tradewinds Capital Management, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
GFS Advisors, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
STEPH & CO 110.04%0.04%0.04%Q4 2021Q4 20211
Brand Asset Management Group, Inc. 110.17%0.17%0.17%Q2 2018Q2 20181
Founders Financial Alliance, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
LaSalle St. Investment Advisors, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
DRILL CRAIG A 110.60%0.60%0.60%Q2 2014Q2 20141
WealthOne, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
FIRST FINANCIAL EQUITY CORPORATION 110.04%0.04%0.04%Q1 2017Q1 20171
Avondale Wealth Management 110.01%0.01%0.01%Q4 2019Q4 20191
Telos Capital Management, Inc. 110.14%0.14%0.14%Q1 2014Q1 20141
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Strategic Blueprint, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
DEARBORN PARTNERS LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Cooper Financial Group 110.04%0.04%0.04%Q4 2020Q4 20201
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.00%0.00%0.00%Q4 2017Q4 20171
JEPPSON WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Confluence Wealth Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
FIRST FOUNDATION ADVISORS 110.03%0.03%0.03%Q2 2013Q2 20131
Laurion Capital Management LP 110.02%0.02%0.02%Q4 2016Q4 20161
WESTPORT RESOURCES MANAGEMENT INC 110.02%0.02%0.02%Q4 2013Q4 20131
ORG Partners LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Core Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
Financial Planners of Cleveland, Inc. 110.63%0.63%0.63%Q4 2021Q4 20211
Focused Wealth Management, Inc 110.00%0.00%0.00%Q2 2020Q2 20201
Berman Capital Advisors, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Bedel Financial Consulting, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Ground Swell Capital, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2013Q4 20131
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q4 2017Q4 20171
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2010Q4 20101
CapWealth Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Xcel Wealth Management, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2020Q4 20201
TCF National Bank 110.02%0.02%0.02%Q3 2020Q3 20201
WINTRUST INVESTMENTS LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Sandy Spring Bank 110.00%0.00%0.00%Q1 2015Q1 20151
Princeton Global Asset Management LLC 110.02%0.02%0.02%Q1 2019Q1 20191
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
Lifeworks Advisors, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
MinichMacGregor Wealth Management, LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HBK Sorce Advisory LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ADE, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
C-J Advisory, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Freedom Investment Management, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Squar Milner Financial Services LLC 110.03%0.03%0.03%Q2 2018Q2 20181
UMB Bank, n.a. 110.00%0.00%0.00%Q2 2022Q2 20221
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2017Q2 20171
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Ballew Advisors, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Reby Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Janney Capital Management LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Jane Street Holding, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
COLONY GROUP LLC 110.01%0.01%0.01%Q1 2023Q1 20231
SouthState Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Scarborough Advisors, LLC 110.37%0.37%0.37%Q4 2021Q4 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Koss-Olinger Consulting, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Starfire Investment Advisers, Inc. 112.75%2.75%2.75%Q4 2017Q4 20171
Aurora Private Wealth, Inc. 110.06%0.06%0.06%Q1 2020Q1 20201
Risk Paradigm Group, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TD Capital Management LLC 110.00%0.00%0.00%Q2 2016Q2 20161
COMMONS CAPITAL, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Proficio Capital Partners LLC 110.02%0.02%0.02%Q4 2016Q4 20161
External links

This page lists all the filers that currently own CALAMOS STRATEGIC TOTL RETN or have owned CALAMOS STRATEGIC TOTL RETN in the past.