Stock Transactions — OPTIMIZERX CORP

Total Bought
1,668,736
62 transactions
Total Sold
1,790,187
58 transactions
Net
-121,451
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
NEXT CENTURY GROWTH INVESTORS LLC210,719505,407+294,6880.310.43+0.12buy
G2 Investment Partners Management LLC179,736310,000+130,2640.760.90+0.15buy
Inspire Investing, LLC095,880+95,8800.000.11+0.11buy
JANE STREET GROUP, LLC087,481+87,4810.000.00+0.00buy
STATE STREET CORP392,723477,531+84,8080.000.00-0.00buy
VANGUARD GROUP INC1,059,1091,136,933+77,8240.000.00-0.00buy
Russell Investments Group, Ltd.213,298289,060+75,7620.000.00-0.00buy
Squarepoint Ops LLC139,077206,961+67,8840.010.01-0.00buy
DIMENSIONAL FUND ADVISORS LP397,302460,909+63,6070.000.00-0.00buy
SEI INVESTMENTS CO053,789+53,7890.000.00+0.00buy
Granahan Investment Management, LLC71,046117,122+46,0760.060.06+0.00buy
RICE HALL JAMES & ASSOCIATES, LLC545,816590,674+44,8580.610.40-0.21buy
MILLENNIUM MANAGEMENT LLC043,669+43,6690.000.00+0.00buy
Qube Research & Technologies Ltd18,58359,161+40,5780.000.00+0.00buy
Schonfeld Strategic Advisors LLC61,64898,170+36,5220.010.01-0.00buy
Diametric Capital, LP033,263+33,2630.000.11+0.11buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP029,741+29,7410.000.00+0.00buy
Parkman Healthcare Partners LLC509,611538,649+29,0381.150.63-0.52buy
Bank of New York Mellon Corp87,957114,258+26,3010.000.00-0.00buy
STATE OF WISCONSIN INVESTMENT BOARD27,56153,094+25,5330.000.00+0.00buy
BOOTHBAY FUND MANAGEMENT, LLC47,98673,488+25,5020.020.02-0.00buy
GWN SECURITIES INC.022,358+22,3580.000.06+0.06buy
Calamos Advisors LLC77,00297,118+20,1160.010.00-0.00buy
Engineers Gate Manager LP018,634+18,6340.000.00+0.00buy
HRT FINANCIAL LP017,295+17,2950.000.00+0.00buy
CANADA PENSION PLAN INVESTMENT BOARD013,900+13,9000.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC383,177396,468+13,2910.000.00-0.00buy
Campbell & CO Investment Adviser LLC012,908+12,9080.000.01+0.01buy
GSA CAPITAL PARTNERS LLP012,604+12,6040.000.01+0.01buy
ExodusPoint Capital Management, LP012,252+12,2520.000.00+0.00buy
Point72 Asset Management, L.P.011,965+11,9650.000.00+0.00buy
PRELUDE CAPITAL MANAGEMENT, LLC011,063+11,0630.000.01+0.01buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC59,02969,029+10,0000.030.02-0.01buy
Quantbot Technologies LP09,847+9,8470.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC18,82627,531+8,7050.000.00-0.00buy
WELLS FARGO & COMPANY/MN21,32728,903+7,5760.000.00-0.00buy
BlackRock, Inc.1,187,8411,194,711+6,8700.000.00-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC75,12781,318+6,1910.000.00-0.00buy
State of Alaska, Department of Revenue05,067+5,0670.000.00+0.00buy
P.A.W. CAPITAL CORP50,00055,000+5,0001.861.53-0.33buy
ROYCE & ASSOCIATES LP677,330682,030+4,7000.140.08-0.05buy
BARCLAYS PLC23,12427,441+4,3170.000.00-0.00buy
SIMPLEX TRADING, LLC6944,091+3,3970.000.00+0.00buy
Quantinno Capital Management LP14,34717,504+3,1570.000.00-0.00buy
HARBOR CAPITAL ADVISORS, INC.22,16824,876+2,7080.040.02-0.01buy
AQR CAPITAL MANAGEMENT LLC12,25814,514+2,2560.000.00-0.00buy
Hillsdale Investment Management Inc.18,30020,300+2,0000.010.01-0.00buy
JPMORGAN CHASE & CO6,5648,173+1,6090.000.00-0.00buy
BARD ASSOCIATES INC01,480+1,4800.000.00+0.00buy
Tower Research Capital LLC (TRC)9912,147+1,1560.000.00+0.00buy
UBS Group AG34,08634,960+8740.000.00-0.00buy
DEUTSCHE BANK AG\11,66412,397+7330.000.00-0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC0639+6390.000.00+0.00buy
MCF Advisors LLC270631+3610.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS3,9264,257+3310.000.00-0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,2307,356+1260.000.00-0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO0100+1000.000.00+0.00buy
Sterling Capital Management LLC38103+650.000.00+0.00buy
GAMMA Investing LLC556565+90.000.00-0.00buy
ROTHSCHILD INVESTMENT LLC05+50.000.00+0.00buy
IFP Advisors, Inc02+20.000.00+0.00buy
Pinnacle Wealth Planning Services, Inc.01+10.000.00+0.00buy
AVENIR CORP77,26077,26000.160.10-0.06hold
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
AdvisorNet Financial, Inc10010000.000.00-0.00hold
Bullseye Asset Management LLC206,527206,52702.221.36-0.85hold
AWM Investment Company, Inc.230,421230,42100.440.27-0.17hold
Whetstone Capital Advisors, LLC1,508,3031,508,30308.565.77-2.79hold
Compagnie Lombard Odier SCmA41041000.000.00-0.00hold
Sunbelt Securities, Inc.111100.000.00-0.00hold
Worth Venture Partners, LLC10,75010,75000.650.95+0.31hold
Steward Partners Investment Advisory, LLC1,0001,00000.000.00-0.00hold
Versant Capital Management, Inc1,7931,79300.010.00-0.00hold
Avalon Trust Co2,0002,00000.000.00-0.00hold
HighMark Wealth Management LLC10010000.000.00-0.00hold
Optiver Holding B.V.13213200.000.00-0.00hold
Covestor Ltd1,9141,91400.020.01-0.01hold
True Wealth Design, LLC141400.000.00-0.00hold
Police & Firemen's Retirement System of New Jersey4,5834,58300.000.00-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND5,0345,03400.000.00-0.00hold
JONES FINANCIAL COMPANIES LLLP76076000.000.00-0.00hold
STRS OHIO24,50024,50000.000.00-0.00hold
NISA INVESTMENT ADVISORS, LLC2,1212,12100.000.00-0.00hold
Advisory Services Network, LLC20-20.000.00-0.00sell
EverSource Wealth Advisors, LLC3129-20.000.00-0.00sell
Parallel Advisors, LLC50-50.000.00-0.00sell
Farther Finance Advisors, LLC100-100.000.00-0.00sell
CWM, LLC701683-180.000.00-0.00sell
SBI Securities Co., Ltd.273253-200.000.00-0.00sell
US BANCORP \DE\210-210.000.00-0.00sell
Legal & General Group Plc1,6581,580-780.000.00-0.00sell
AMALGAMATED BANK592496-960.000.00-0.00sell
MB, LEVIS & ASSOCIATES, LLC2000-2000.000.00-0.00sell
Arax Advisory Partners32590-2350.000.00-0.00sell
FEDERATED HERMES, INC.352112-2400.000.00-0.00sell
FMR LLC5,8685,591-2770.000.00-0.00sell
Rise Advisors, LLC2860-2860.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1,274972-3020.000.00-0.00sell
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