Valuation & Ratios 07–12

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

No data for this ratio group yet

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value · industry median · verdict relative to median

Institutional owners (13F) 92 filers · $101.1M 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 92
Value held $101.1M
New positions 8
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (+1 vs prior Q) 4 (-3 vs prior Q) 9 (0 vs prior Q) 35 (+6 vs prior Q) -6K

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
Broussard Financial Group LLC $16,909,504 401,796 16.72% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6,475,714 153,873 6.40% Shares
COMMONWEALTH EQUITY SERVICES, LLC $6,276,820 149,147 6.21% Shares
OSAIC HOLDINGS, INC. $5,936,389 141,075 5.87% Shares
MBL Wealth, LLC $5,371,115 127,626 5.31% Shares
Brookstone Capital Management $4,884,417 116,061 4.83% Shares
KFG WEALTH MANAGEMENT, LLC $4,131,770 98,177 4.09% Shares
ENVESTNET ASSET MANAGEMENT INC $3,083,511 73,269 3.05% Shares
Archer Investment Corp $2,773,723 65,908 2.74% Shares
FIDUCIARY FINANCIAL GROUP, LLC $2,304,744 58,579 2.28% Shares
Kestra Advisory Services, LLC $2,210,883 52,534 2.19% Shares
CENTRAL VALLEY ADVISORS, LLC $2,101,419 49,933 2.08% Shares
RAYMOND JAMES FINANCIAL INC $1,944,065 46,194 1.92% Shares
OLD MISSION CAPITAL LLC $1,932,407 45,917 1.91% Shares
Berger Financial Group, Inc $1,844,956 43,839 1.82% Shares
LPL Financial LLC $1,501,249 35,672 1.48% Shares
Clearstead Advisors, LLC $1,488,371 35,366 1.47% Shares
Spire Wealth Management $1,475,262 35,059 1.46% Shares
Cetera Investment Advisers $1,389,640 33,020 1.37% Shares
MML INVESTORS SERVICES, LLC $1,193,862 28,368 1.18% Shares
Foundations Investment Advisors, LLC $1,051,994 24,997 1.04% Shares
Strategic Blueprint, LLC $1,016,895 24,163 1.01% Shares
MILESTONE ASSET MANAGEMENT, LLC $965,762 22,948 0.96% Shares
Retirement Planning Group, LLC $869,851 20,669 0.86% Shares
SteelPeak Wealth, LLC $841,612 19,998 0.83% Shares
Impact Partnership Wealth, LLC $821,622 19,523 0.81% Shares
CRA Financial Services, LLC $780,883 18,555 0.77% Shares
TRUIST FINANCIAL CORP $773,477 18,379 0.76% Shares
Heritage Wealth Partners, LLC $705,382 20,375 0.70% Shares
WPWealth LLP $679,670 16,150 0.67% Shares
Prime Capital Investment Advisors, LLC $671,126 15,947 0.66% Shares
Steward Partners Investment Advisory, LLC $642,130 15,258 0.63% Shares
JANE STREET GROUP, LLC $629,883 14,967 0.62% Shares
Keystone Wealth Services, LLC $609,472 14,482 0.60% Shares
Onyx Bridge Wealth Group LLC $575,720 13,680 0.57% Shares
Vantage Point Financial LLC $501,272 11,911 0.50% Shares
Chicago Partners Investment Group LLC $476,071 11,272 0.47% Shares
CITADEL ADVISORS LLC $472,949 11,238 0.47% Shares
Farther Finance Advisors, LLC $457,251 10,865 0.45% Shares
Lakeridge Wealth Management LLC $451,402 10,726 0.45% Shares
WealthShield Partners, LLC $449,550 10,682 0.44% Shares
Lantz Financial LLC $443,279 10,533 0.44% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $436,083 10,362 0.43% Shares
Simplicity Wealth,LLC $434,694 10,329 0.43% Shares
Cornerstone Wealth Group, LLC $424,804 10,094 0.42% Shares
Integrity Advisory Solutions, LLC $418,254 9,938 0.41% Shares
Cresset Asset Management, LLC $390,799 9,286 0.39% Shares
Advance Capital Management, Inc. $386,507 9,184 0.38% Shares
Creative Planning $385,202 9,153 0.38% Shares
SageView Advisory Group, LLC $382,046 9,078 0.38% Shares
First Commonwealth Financial Corp /PA/ $367,232 8,726 0.36% Shares
Advisory Services Network, LLC $358,563 8,520 0.35% Shares
Diligent Investors, LLC $357,721 8,500 0.35% Shares
Trek Financial, LLC $338,530 8,044 0.33% Shares
Accurate Wealth Management, LLC $338,164 8,013 0.33% Shares
Sterling Financial Planning, Inc. $328,640 7,809 0.32% Shares
EVOLUTION WEALTH MANAGEMENT INC. $302,674 7,192 0.30% Shares
Bluesphere Advisors LLC $299,139 7,108 0.30% Shares
ALTERNA WEALTH MANAGEMENT, INC $295,477 7,021 0.29% Shares
4J Wealth Management LLC $288,281 6,850 0.29% Shares
Concurrent Investment Advisors, LLC $285,008 6,772 0.28% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $280,790 6,672 0.28% Shares
H D Vest Advisory Services $279,778 7,476 0.28% Shares
IMG Wealth Management, Inc. $275,698 6,551 0.27% Shares
Kingsview Wealth Management, LLC $269,301 6,399 0.27% Shares
PFG Advisors $253,771 6,030 0.25% Shares
Beacon Pointe Advisors, LLC $252,972 6,011 0.25% Shares
Gallagher Fiduciary Advisors, LLC $252,888 6,009 0.25% Shares
Buska Wealth Management, LLC $246,295 6,260 0.24% Shares
Octavia Wealth Advisors, LLC $230,330 5,473 0.23% Shares
WEALTH ALLIANCE, LLC $217,073 5,158 0.21% Shares
Interchange Capital Partners, LLC $210,424 5,000 0.21% Shares
MGO ONE SEVEN LLC $208,109 4,945 0.21% Shares
Riggs Capital Management LLC $207,062 5,831 0.20% Shares
FOUNDERS FINANCIAL SECURITIES LLC $203,690 4,840 0.20% Shares
RFG Advisory, LLC $203,480 4,835 0.20% Shares
Sugarloaf Wealth Management, LLC $179,322 5,050 0.18% Shares
Aptus Capital Advisors, LLC $75,753 1,800 0.07% Shares
UBS Group AG $61,991 1,473 0.06% Shares
Talon Private Wealth, LLC $49,210 1,251 0.05% Shares
AdvisorNet Financial, Inc $46,293 1,100 0.05% Shares
ROYAL BANK OF CANADA $42,000 1,000 0.04% Shares
WELLS FARGO & COMPANY/MN $39,644 942 0.04% Shares
DHJJ Financial Advisors, Ltd. $34,300 815 0.03% Shares
Keating Financial Advisory Services, Inc. $31,648 752 0.03% Shares
Orion Capital Management LLC $19,149 455 0.02% Shares
CoreCap Advisors, LLC $10,353 246 0.01% Shares
AE Wealth Management LLC $6,313 150 0.01% Shares
Cambridge Investment Research Advisors, Inc. $1,386 32,945 0.00% Shares
Triumph Capital Management $1,263 30 0.00% Shares
ASSETMARK, INC $673 16 0.00% Shares
Wood Tarver Financial Group, LLC $235 5,607 0.00% Shares

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