Filing Research | OPRX - OPTIMIZERX CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	PERKINS CAPITAL MANAGEMENT INC	Shares	14.8KSH	$84.7K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.3KSH	$78.9K
3	Versant Capital Management, Inc	Shares	1.1KSH	$6.1K
4	GAMMA Investing LLC	Shares	910SH	$5.2K
5	AdvisorNet Financial, Inc	Shares	600SH	$3.4K
6	IFP Advisors, Inc	Shares	557SH	$3.2K
7	EverSource Wealth Advisors, LLC	Shares	439SH	$2.5K
8	SBI Securities Co., Ltd.	Shares	363SH	$2.1K
9	Bogart Wealth, LLC	Shares	285SH	$1.6K
10	Farther Finance Advisors, LLC	Shares	203SH	$1.2K
11	Wealth Enhancement Trust Services, Inc.	Shares	59SH	$337
12	SJS Investment Consulting Inc.	Shares	45SH	$258
13	True Wealth Design, LLC	Shares	39SH	$224
14	State of Alaska, Department of Revenue	Shares	10.1KSH	$57

Manager changes2026-06-30 vs 2026-03-31

16 / 16 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.3K	+$78.9K	$78.9K
2	IFP Advisors, Inc added	Shares	+418	+$2.3K	$3.2K
3	Bogart Wealth, LLC new	Shares	+285	+$1.6K	$1.6K
4	EverSource Wealth Advisors, LLC added	Shares	+236	+$1.2K	$2.5K
5	Farther Finance Advisors, LLC added	Shares	+83	+$368	$1.2K
6	Wealth Enhancement Trust Services, Inc. new	Shares	+59	+$337	$337
7	State of Alaska, Department of Revenue unchanged	Shares	0	-$6	$57
8	SJS Investment Consulting Inc. added	Shares	+1	-$19	$258
9	True Wealth Design, LLC trimmed	Shares	-21	-$153	$224
10	AdvisorNet Financial, Inc unchanged	Shares	0	-$336	$3.4K
11	SBI Securities Co., Ltd. trimmed	Shares	-45	-$486	$2.1K
12	GAMMA Investing LLC trimmed	Shares	-113	-$1.2K	$5.2K
13	Versant Capital Management, Inc trimmed	Shares	-980	-$6.7K	$6.1K
14	PERKINS CAPITAL MANAGEMENT INC trimmed	Shares	-1.1K	-$15.2K	$84.7K
15	Police & Firemen's Retirement System of New Jersey exited	Shares	-4.6K	-$28.8K	$0
16	Aaron Wealth Advisors LLC exited	Shares	-10.6K	-$66.5K	$0

Filing Research | OPRX - OPTIMIZERX CORP Institutional Holdings