Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · industry median · verdict relative to median

Institutional owners (13F) 51 filers · $88.9M total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 51
Value held $88.9M
New positions 23
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
23 (-1 vs prior Q) 7 (+5 vs prior Q) 15 (+8 vs prior Q) 7 (+5 vs prior Q) -2.1M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Brookstone Capital Management $23,642,504 928,979 26.60% Shares
Talon Private Wealth, LLC $15,723,956 626,952 17.69% Shares
CWM, LLC $6,365,204 253,796 7.16% Shares
Cornerstone Wealth, LLC/TN $5,975,775 233,292 6.72% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,820,830 189,423 5.42% Shares
RPg Family Wealth Advisory, LLC $4,107,783 161,406 4.62% Shares
Mid-American Wealth Advisory Group, Inc. $3,962,209 155,686 4.46% Shares
OSAIC HOLDINGS, INC. $3,025,315 118,873 3.40% Shares
FOUNDERS FINANCIAL SECURITIES LLC $2,863,150 112,501 3.22% Shares
AE Wealth Management LLC $1,718,939 67,542 1.93% Shares
Soltis Investment Advisors LLC $1,485,215 58,358 1.67% Shares
Strategic Blueprint, LLC $1,398,651 54,957 1.57% Shares
WealthPlan Investment Management, LLC $1,367,454 53,731 1.54% Shares
Mariner, LLC $1,107,202 43,505 1.25% Shares
Focus Partners Wealth $1,095,155 43,031 1.23% Shares
Arlington Capital Management, Inc. $1,006,929 39,565 1.13% Shares
Bright Futures Wealth Management, LLC. $784,876 30,840 0.88% Shares
Oasis Advisors, LLC $747,150 29,358 0.84% Shares
Goldenstone Wealth Management LLC $705,824 27,734 0.79% Shares
WINNACLE WEALTH LLC $679,880 26,714 0.76% Shares
Orion Porfolio Solutions, LLC $587,105 23,069 0.66% Shares
Authentikos Wealth Advisory, LLC $536,817 21,093 0.60% Shares
EVOLUTION WEALTH MANAGEMENT INC. $518,366 20,368 0.58% Shares
Maia Wealth LLC $512,232 20,127 0.58% Shares
Triad Wealth Partners, LLC $370,220 14,613 0.42% Shares
BROWN WEALTH MANAGEMENT, LLC $354,391 13,925 0.40% Shares
Kingsview Wealth Management, LLC $348,461 13,692 0.39% Shares
MORGAN STANLEY $336,704 13,230 0.38% Shares
MML INVESTORS SERVICES, LLC $317,074 12,459 0.36% Shares
FSA Advisors, Inc. $308,709 12,130 0.35% Shares
Clear Creek Financial Management, LLC $284,124 11,164 0.32% Shares
Stratos Wealth Advisors, LLC $281,947 11,078 0.32% Shares
Signal Advisors Wealth, LLC $263,993 10,373 0.30% Shares
WEALTHGARDEN F.S. LLC $250,707 9,851 0.28% Shares
Trek Financial, LLC $204,033 8,017 0.23% Shares
Csenge Advisory Group $202,946 7,974 0.23% Shares
Anfield Capital Management, LLC $197,555 7,877 0.22% Shares
Arax Advisory Partners $81,037 3,184 0.09% Shares
POM Investment Strategies, LLC $78,793 3,096 0.09% Shares
RED REEF ADVISORS LLC $60,780 2,388 0.07% Shares
IFP Advisors, Inc $58,510 2,299 0.07% Shares
Benson Wealth Management INC $48,559 1,908 0.05% Shares
Decker Retirement Planning Inc. $34,383 1,351 0.04% Shares
Key Capital Management, INC $25,679 1,009 0.03% Shares
HARBOUR INVESTMENTS, INC. $18,757 737 0.02% Shares
Ashton Thomas Private Wealth, LLC $12,216 480 0.01% Shares
Global Retirement Partners, LLC $5,090 200 0.01% Shares
CENTRAL TRUST Co $3,920 154 0.00% Shares
Allworth Financial LP $724 28 0.00% Shares
JPMORGAN CHASE & CO $594 23 0.00% Shares
HUNTINGTON NATIONAL BANK $0 1 0.00% Shares

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