Stock Transactions — OPTIMIZERX CORP

Total Bought
2,482,536
62 transactions
Total Sold
1,591,955
58 transactions
Net
+890,581
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
CenterBook Partners LP0308,809+308,8090.000.31+0.31buy
NEXT CENTURY GROWTH INVESTORS LLC0210,719+210,7190.000.31+0.31buy
KENNEDY CAPITAL MANAGEMENT LLC472,472674,918+202,4460.150.31+0.15buy
Invesco Ltd.0199,091+199,0910.000.00+0.00buy
G2 Investment Partners Management LLC0179,736+179,7360.000.76+0.76buy
Harvest Investment Services, LLC0167,837+167,8370.000.69+0.69buy
Squarepoint Ops LLC0139,077+139,0770.000.01+0.01buy
VANGUARD GROUP INC920,8851,059,109+138,2240.000.00+0.00buy
Russell Investments Group, Ltd.110,610213,298+102,6880.000.00+0.00buy
GOLDMAN SACHS GROUP INC48,946136,464+87,5180.000.00+0.00buy
PRUDENTIAL FINANCIAL INC086,485+86,4850.000.00+0.00buy
Granahan Investment Management, LLC071,046+71,0460.000.06+0.06buy
BANK OF AMERICA CORP /DE/34,24284,760+50,5180.000.00+0.00buy
BOOTHBAY FUND MANAGEMENT, LLC047,986+47,9860.000.02+0.02buy
Calamos Advisors LLC46,17377,002+30,8290.000.01+0.00buy
RENAISSANCE TECHNOLOGIES LLC77,707107,900+30,1930.000.00+0.00buy
FRANKLIN RESOURCES INC028,630+28,6300.000.00+0.00buy
STATE OF WISCONSIN INVESTMENT BOARD027,561+27,5610.000.00+0.00buy
STRS OHIO024,500+24,5000.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC51,51275,127+23,6150.000.00+0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC25,82348,490+22,6670.000.00+0.00buy
Sigma Planning Corp022,298+22,2980.000.01+0.01buy
HARBOR CAPITAL ADVISORS, INC.022,168+22,1680.000.04+0.04buy
State of Wyoming021,833+21,8330.000.05+0.05buy
PRINCIPAL FINANCIAL GROUP INC018,826+18,8260.000.00+0.00buy
Qube Research & Technologies Ltd018,583+18,5830.000.00+0.00buy
Integrated Quantitative Investments LLC018,483+18,4830.000.11+0.11buy
Hillsdale Investment Management Inc.018,300+18,3000.000.01+0.01buy
Manatuck Hill Partners, LLC455,000472,307+17,3072.313.29+0.98buy
Brendel Financial Advisors LLC017,054+17,0540.000.18+0.18buy
Creative Planning016,159+16,1590.000.00+0.00buy
Informed Momentum Co LLC63,59677,087+13,4910.130.18+0.05buy
Cambridge Investment Research Advisors, Inc.012,765+12,7650.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP384,747397,302+12,5550.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC012,258+12,2580.000.00+0.00buy
Worth Venture Partners, LLC010,750+10,7500.000.65+0.65buy
WESBANCO BANK INC010,000+10,0000.000.01+0.01buy
VIRTUS ADVISERS, LLC15,50025,187+9,6870.130.28+0.16buy
JANUS HENDERSON GROUP PLC57,30265,619+8,3170.000.00+0.00buy
USA FINANCIAL FORMULAS06,409+6,4090.000.02+0.02buy
STATE STREET CORP389,032392,723+3,6910.000.00+0.00buy
Parkman Healthcare Partners LLC507,423509,611+2,1880.791.15+0.35buy
LPL Financial LLC26,39028,375+1,9850.000.00+0.00buy
DEUTSCHE BANK AG\9,71411,664+1,9500.000.00+0.00buy
Quantinno Capital Management LP12,49514,347+1,8520.000.00+0.00buy
Police & Firemen's Retirement System of New Jersey3,5324,583+1,0510.000.00+0.00buy
FMR LLC5,0095,868+8590.000.00+0.00buy
Arax Advisory Partners0325+3250.000.00+0.00buy
MCF Advisors LLC0270+2700.000.00+0.00buy
RAYMOND JAMES FINANCIAL INC84,55584,772+2170.000.00+0.00buy
FEDERATED HERMES, INC.142352+2100.000.00+0.00buy
MB, LEVIS & ASSOCIATES, LLC0200+2000.000.00+0.00buy
Optiver Holding B.V.0132+1320.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC24,06924,164+950.000.00+0.00buy
CWM, LLC660701+410.000.00+0.00buy
US BANCORP \DE\021+210.000.00+0.00buy
Sunbelt Securities, Inc.011+110.000.00+0.00buy
Farther Finance Advisors, LLC010+100.000.00+0.00buy
Parallel Advisors, LLC05+50.000.00+0.00buy
Advisory Services Network, LLC02+20.000.00+0.00buy
EverSource Wealth Advisors, LLC2931+20.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1,2731,274+10.000.00+0.00buy
AVENIR CORP77,26077,26000.110.16+0.06hold
MAI Capital Management5,7005,70000.000.00+0.00hold
Ameritas Investment Partners, Inc.1,2581,25800.000.00+0.00hold
ALLIANCEBERNSTEIN L.P.39,85039,85000.000.00+0.00hold
TANG CAPITAL MANAGEMENT LLC100,000100,00000.070.08+0.01hold
AdvisorNet Financial, Inc10010000.000.00+0.00hold
Bullseye Asset Management LLC206,527206,52701.392.22+0.83hold
MetLife Investment Management, LLC11,37911,37900.000.00+0.00hold
Whetstone Capital Advisors, LLC1,508,3031,508,30305.758.56+2.81hold
Compagnie Lombard Odier SCmA41041000.000.00+0.00hold
Steward Partners Investment Advisory, LLC1,0001,00000.000.00+0.00hold
Versant Capital Management, Inc1,7931,79300.000.01+0.00hold
Avalon Trust Co2,0002,00000.000.00+0.00hold
HighMark Wealth Management LLC10010000.000.00+0.00hold
Rise Advisors, LLC28628600.000.00+0.00hold
True Wealth Design, LLC141400.000.00+0.00hold
NEW YORK STATE COMMON RETIREMENT FUND5,0345,03400.000.00+0.00hold
JONES FINANCIAL COMPANIES LLLP76076000.000.00+0.00hold
PANAGORA ASSET MANAGEMENT INC12,70912,70900.000.00+0.00hold
AMALGAMATED BANK59259200.000.00+0.00hold
NISA INVESTMENT ADVISORS, LLC2,1212,12100.000.00+0.00hold
P.A.W. CAPITAL CORP50,00050,00001.301.86+0.56hold
Sterling Capital Management LLC4138-30.000.00+0.00sell
TWIN PEAKS WEALTH ADVISORS, LLC30-30.000.00-0.00sell
Covestor Ltd1,9221,914-80.020.02+0.01sell
SBI Securities Co., Ltd.303273-300.000.00+0.00sell
Brooklyn Investment Group710-710.000.00-0.00sell
GAMMA Investing LLC638556-820.000.00+0.00sell
BNP PARIBAS FINANCIAL MARKETS4,0743,926-1480.000.00+0.00sell
Creative Capital Management Investments LLC1990-1990.000.00-0.00sell
Legal & General Group Plc1,9621,658-3040.000.00+0.00sell
AMERIPRISE FINANCIAL INC69,88069,406-4740.000.00+0.00sell
Global Retirement Partners, LLC2,7502,199-5510.000.00+0.00sell
Quarry LP1,3160-1,3160.000.00-0.00sell
PERKINS CAPITAL MANAGEMENT INC39,09637,596-1,5000.530.68+0.15sell
JPMORGAN CHASE & CO8,2376,564-1,6730.000.00+0.00sell
Tower Research Capital LLC (TRC)2,728991-1,7370.000.00-0.00sell
Bank of New York Mellon Corp89,77787,957-1,8200.000.00+0.00sell
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