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) 108 filers · $161.4M 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 108
Value held $161.4M
New positions 9
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (-14 vs prior Q) 5 (-2 vs prior Q) 20 (-11 vs prior Q) 31 (+9 vs prior Q) +472K

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 $51,122,902 971,141 31.68% Shares
OSAIC HOLDINGS, INC. $10,359,226 196,794 6.42% Shares
ENVESTNET ASSET MANAGEMENT INC $5,941,556 112,867 3.68% Shares
Cerity Partners LLC $5,475,726 104,018 3.39% Shares
Berkshire Money Management, Inc. $5,035,112 95,648 3.12% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,039,490 76,735 2.50% Shares
HighTower Advisors, LLC $4,024,910 76,458 2.49% Shares
My Personal CFO, LLC $3,814,973 72,470 2.36% Shares
McAlister, Sweet & Associates, Inc. $3,684,421 69,990 2.28% Shares
Bellwether Advisors, LLC $3,498,225 66,453 2.17% Shares
Cetera Investment Advisers $3,448,148 65,502 2.14% Shares
MML INVESTORS SERVICES, LLC $3,121,150 59,290 1.93% Shares
TopTier Wealth Management, LLC $2,994,704 56,888 1.86% Shares
Valtinson Bruner Financial Planning LLC $2,506,448 47,613 1.55% Shares
LPL Financial LLC $2,503,658 47,560 1.55% Shares
Fragasso Financial Advisors Inc $2,357,629 44,786 1.46% Shares
Beacon Pointe Advisors, LLC $2,325,550 44,177 1.44% Shares
Lantz Financial LLC $1,851,896 35,179 1.15% Shares
PCA Investment Advisory Services Inc. $1,807,610 34,338 1.12% Shares
FSA Advisors, Inc. $1,762,142 33,474 1.09% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,754,772 33,334 1.09% Shares
Chris Bulman Inc $1,745,927 33,166 1.08% Shares
INTEGRAL INVESTMENT ADVISORS, INC. $1,741,769 33,087 1.08% Shares
DHJJ Financial Advisors, Ltd. $1,590,318 30,210 0.99% Shares
Kestra Advisory Services, LLC $1,551,942 29,481 0.96% Shares
Spire Wealth Management $1,524,375 28,958 0.94% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,169,971 22,225 0.73% Shares
Strategic Blueprint, LLC $1,135,385 21,568 0.70% Shares
OLD MISSION CAPITAL LLC $1,126,698 21,403 0.70% Shares
Weaver Consulting Group $994,146 18,885 0.62% Shares
BLAIR WILLIAM & CO/IL $981,354 18,642 0.61% Shares
AE Wealth Management LLC $899,706 17,091 0.56% Shares
Trek Financial, LLC $884,124 16,795 0.55% Shares
Integrity Advisory Solutions, LLC $847,064 16,091 0.52% Shares
PRINCIPAL SECURITIES, INC. $787,157 14,953 0.49% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $755,494 14,358 0.47% Shares
Sunbelt Securities, Inc. $726,315 15,226 0.45% Shares
BCS Wealth Management $721,829 13,712 0.45% Shares
Three Seasons Wealth, LLC $711,458 13,515 0.44% Shares
Arax Advisory Partners $685,348 13,019 0.42% Shares
First Commonwealth Financial Corp /PA/ $665,975 12,651 0.41% Shares
Ballast Rock Private Wealth LLC $613,254 11,649 0.38% Shares
Snowden Capital Advisors LLC $578,747 10,994 0.36% Shares
CreativeOne Wealth, LLC $572,904 10,883 0.36% Shares
COFG Advisors, LLC $565,007 10,733 0.35% Shares
GTS FINANCIAL, LLC $517,404 11,588 0.32% Shares
Outlook Wealth Advisors, LLC $507,731 9,645 0.31% Shares
CRA Financial Services, LLC $492,888 9,363 0.31% Shares
OneDigital Investment Advisors LLC $492,677 9,359 0.31% Shares
Focus Financial Network, Inc. $454,459 8,633 0.28% Shares
Visionary Wealth Advisors $417,400 7,929 0.26% Shares
Advisory Services Network, LLC $396,658 7,535 0.25% Shares
Atria Wealth Solutions, Inc. $390,618 8,728 0.24% Shares
Keystone Wealth Services, LLC $387,709 7,365 0.24% Shares
CENTRAL VALLEY ADVISORS, LLC $386,446 7,341 0.24% Shares
Sigma Planning Corp $382,293 7,262 0.24% Shares
CAPTRUST FINANCIAL ADVISORS $368,968 7,009 0.23% Shares
CoreCap Advisors, LLC $367,758 6,986 0.23% Shares
AlphaStar Capital Management, LLC $365,757 6,948 0.23% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $355,913 6,761 0.22% Shares
Ashton Thomas Private Wealth, LLC $354,597 6,736 0.22% Shares
Main Street Financial Solutions, LLC $351,649 6,680 0.22% Shares
Cornerstone Wealth, LLC/TN $350,196 6,600 0.22% Shares
Simplicity Wealth,LLC $339,647 6,452 0.21% Shares
Chicago Partners Investment Group LLC $336,187 6,417 0.21% Shares
CORRADO ADVISORS, LLC $327,487 6,221 0.20% Shares
Bluesphere Advisors LLC $326,381 6,200 0.20% Shares
Dynamic Advisor Solutions LLC $321,064 6,099 0.20% Shares
Accurate Wealth Management, LLC $318,180 6,000 0.20% Shares
IMG Wealth Management, Inc. $317,327 6,028 0.20% Shares
Fortune Financial Group, Inc. $310,588 5,900 0.19% Shares
Orion Capital Management LLC $289,532 5,500 0.18% Shares
MGO ONE SEVEN LLC $288,584 5,482 0.18% Shares
HARBOUR INVESTMENTS, INC. $275,897 5,241 0.17% Shares
TrustBank $242,154 4,600 0.15% Shares
Global Assets Advisory, LLC $240,993 4,579 0.15% Shares
AQR CAPITAL MANAGEMENT LLC $236,732 4,497 0.15% Shares
Waterloo Capital, L.P. $231,573 4,399 0.14% Shares
Vantage Financial Partners, LLC $223,713 4,597 0.14% Shares
Diligent Investors, LLC $218,465 4,150 0.14% Shares
Anfield Capital Management, LLC $213,897 4,484 0.13% Shares
Archer Investment Corp $210,568 4,000 0.13% Shares
AdvisorNet Financial, Inc $186,195 3,537 0.12% Shares
RAYMOND JAMES FINANCIAL INC $172,034 3,268 0.11% Shares
IFP Advisors, Inc $161,874 3,075 0.10% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $155,294 2,950 0.10% Shares
Financial Network Wealth Advisors LLC $148,030 2,812 0.09% Shares
Steward Partners Investment Advisory, LLC $147,924 2,810 0.09% Shares
AlphaCore Capital LLC $105,284 2,000 0.07% Shares
Arkadios Wealth Advisors $102,336 1,944 0.06% Shares
WealthShield Partners, LLC $84,227 1,600 0.05% Shares
Sugarloaf Wealth Management, LLC $79,326 1,842 0.05% Shares
Global Trust Asset Management, LLC $78,963 1,500 0.05% Shares
JPMORGAN CHASE & CO $64,641 1,234 0.04% Shares
Integrity Financial Corp /WA $59,696 1,134 0.04% Shares
Physician Wealth Advisors, Inc. $45,378 862 0.03% Shares
FIFTH THIRD BANCORP $36,323 690 0.02% Shares
ORG Partners LLC $29,199 600 0.02% Shares
WELLS FARGO & COMPANY/MN $28,532 542 0.02% Shares
Penserra Capital Management LLC $26,365 500,843 0.02% Shares
Crews Bank & Trust $10,528 200 0.01% Shares
Larson Financial Group LLC $10,318 196 0.01% Shares
Legacy Investment Solutions, LLC $7,368 165 0.00% Shares
Keating Financial Advisory Services, Inc. $3,211 61 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $2,422 46 0.00% Shares
Cambridge Investment Research Advisors, Inc. $828 15,727 0.00% Shares
Janney Montgomery Scott LLC $762 14,471 0.00% Shares
BARCLAYS PLC $53 1 0.00% Shares

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