IFP Advisors, Inc

Position in OPRX — OptimizeRx Corp

CIK 1641866 TAMPA, FL

Position in OPRX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,186

+$2,314 QoQ

Shares Held

557

+300.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#86

of 112 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

IFP Advisors, Inc holds $854,818 across 28 Health Information Services names. OPRX ranks #16 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	2,355	$417,941
2	TEM	Tempus AI, Inc.	2,559	$148,242
3	HQY	Healthequity, Inc.	614	$55,456
4	TXG	10x Genomics, Inc.	1,250	$47,925
5	BTSG	BrightSpring Health Services, Inc.	606	$42,262
6	HNGE	Hinge Health, Inc.	324	$26,892
7	PRVA	Privia Health Group, Inc.	844	$21,716
8	WAY	Waystar Holding Corp.	839	$17,224

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,186	557	+300.7%	Shares	Sole	2026-07-20
2026-03-31	$872	139	+6850.0%	Shares	Sole	2026-04-13
2025-12-31	$24	2	—	Shares	Sole	2026-02-06
2025-06-30	$1,282	0	-100.0%	Shares	Sole	2025-07-24
2022-12-31	$1	1	-95.5%	Shares	Sole	2023-02-07
2022-09-30	$326	22	+4.8%	Shares	Sole	2022-11-08
2022-06-30	$575	21	0.0%	Shares	Sole	2022-09-06
2022-03-31	$791	21	-79.0%	Shares	Sole	2022-09-06
2021-09-30	$8,555	100	—	Shares	Sole	2021-10-06
2021-06-30	$0	0	—	Shares	Sole	2021-07-13
2021-03-31	$0	0	—	Shares	Sole	2021-04-30
2020-12-31	$0	0	—	Shares	Sole	2021-01-25
2020-09-30	$0	0	—	Shares	Sole	2020-10-29
2020-06-30	$0	0	—	Shares	Sole	2020-08-05
2020-03-31	$0	0	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.