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) 124 filers · $211.3M 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 124
Value held $211.3M
New positions 14
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
14 (+4 vs prior Q) 4 (-10 vs prior Q) 16 (-3 vs prior Q) 51 (+4 vs prior Q) -2.3M

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
Talon Private Wealth, LLC $35,987,785 926,565 17.03% Shares
COMMONWEALTH EQUITY SERVICES, LLC $13,676,655 328,134 6.47% Shares
Brookstone Capital Management $13,093,553 314,144 6.20% Shares
LEGACY CAPITAL WEALTH MANAGEMENT, LLC $10,082,958 241,913 4.77% Shares
OSAIC HOLDINGS, INC. $8,461,615 203,015 4.00% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $7,520,757 180,440 3.56% Shares
ENVESTNET ASSET MANAGEMENT INC $6,768,973 162,403 3.20% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6,483,590 155,556 3.07% Shares
Foundations Investment Advisors, LLC $5,736,140 137,623 2.71% Shares
Sovran Advisors, LLC $5,271,456 126,112 2.49% Shares
RAYMOND JAMES FINANCIAL INC $5,086,889 122,046 2.41% Shares
Kestra Advisory Services, LLC $4,245,577 101,861 2.01% Shares
KFG WEALTH MANAGEMENT, LLC $4,131,497 99,124 1.96% Shares
CENTRAL VALLEY ADVISORS, LLC $3,705,237 88,897 1.75% Shares
Berger Financial Group, Inc $3,474,204 83,354 1.64% Shares
Trek Financial, LLC $3,280,724 78,712 1.55% Shares
MILESTONE ASSET MANAGEMENT, LLC $3,035,145 72,820 1.44% Shares
MBL Wealth, LLC $2,998,259 71,935 1.42% Shares
Spire Wealth Management $2,689,950 64,538 1.27% Shares
Cetera Investment Advisers $2,615,218 62,745 1.24% Shares
TRUIST FINANCIAL CORP $2,395,064 57,463 1.13% Shares
LPL Financial LLC $2,257,561 54,164 1.07% Shares
IMG Wealth Management, Inc. $2,231,844 53,547 1.06% Shares
WealthPlan Investment Management, LLC $2,050,703 49,201 0.97% Shares
HighTower Advisors, LLC $2,043,242 49,022 0.97% Shares
Donald L. Hagan, LLC $1,930,625 50,316 0.91% Shares
Strategic Blueprint, LLC $1,844,761 44,260 0.87% Shares
Virtue Capital Management, LLC $1,776,739 42,628 0.84% Shares
Advisory Services Network, LLC $1,746,730 41,908 0.83% Shares
AssuredPartners Investment Advisors, LLC $1,621,523 38,904 0.77% Shares
Castle Rock Wealth Management, LLC $1,551,032 37,195 0.73% Shares
MML INVESTORS SERVICES, LLC $1,546,582 37,106 0.73% Shares
CAPTRUST FINANCIAL ADVISORS $1,401,702 33,630 0.66% Shares
CITADEL ADVISORS LLC $1,346,684 32,310 0.64% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,339,473 32,137 0.63% Shares
H D Vest Advisory Services $1,264,140 34,691 0.60% Shares
Ameritas Advisory Services, LLC $1,232,356 29,567 0.58% Shares
Gladstone Institutional Advisory LLC $1,176,629 28,230 0.56% Shares
MONEY CONCEPTS CAPITAL CORP $1,111,233 26,661 0.53% Shares
Sonoma Allocations LLC $1,067,634 25,569 0.51% Shares
Octavia Wealth Advisors, LLC $1,057,174 25,364 0.50% Shares
Arete Wealth Advisors, LLC $1,027,872 24,661 0.49% Shares
FIDUCIARY FINANCIAL GROUP, LLC $995,158 25,622 0.47% Shares
OLD MISSION CAPITAL LLC $910,043 21,834 0.43% Shares
SteelPeak Wealth, LLC $842,189 20,206 0.40% Shares
Lakeridge Wealth Management LLC $772,363 18,531 0.37% Shares
Lantz Financial LLC $757,119 18,165 0.36% Shares
WealthShield Partners, LLC $737,529 17,695 0.35% Shares
TrustBank $704,394 16,900 0.33% Shares
Old Port Advisors $703,352 16,875 0.33% Shares
AE Wealth Management LLC $670,883 16,096 0.32% Shares
WealthPLAN Partners, LLC $668,632 16,042 0.32% Shares
Bravias Capital Group, LLC $667,548 16,016 0.32% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $621,852 14,900 0.29% Shares
Diversify Advisory Services, LLC $621,852 14,900 0.29% Shares
NewEdge Advisors, LLC $617,282 14,810 0.29% Shares
Garden State Investment Advisory Services LLC $591,274 14,186 0.28% Shares
Quantinno Capital Management LP $587,023 14,084 0.28% Shares
AXXCESS WEALTH MANAGEMENT, LLC $587,023 14,084 0.28% Shares
Kingsview Wealth Management, LLC $575,435 13,806 0.27% Shares
PFG Advisors $538,590 12,922 0.25% Shares
NWF Advisory Services Inc. $530,546 12,729 0.25% Shares
Creative Planning $505,371 12,125 0.24% Shares
Cerity Partners LLC $503,620 12,083 0.24% Shares
SageView Advisory Group, LLC $473,945 11,371 0.22% Shares
Family Legacy Financial Solutions, LLC $462,649 11,100 0.22% Shares
Blue Trust, Inc. $456,397 10,950 0.22% Shares
NewCorp Financial Services, Inc. $445,102 10,679 0.21% Shares
HARBOUR INVESTMENTS, INC. $441,351 10,589 0.21% Shares
Sigma Planning Corp $416,841 10,001 0.20% Shares
Stratos Wealth Advisors, LLC $416,801 10,000 0.20% Shares
Summit Asset Management, LLC $398,879 9,570 0.19% Shares
Redwood Family Wealth LLC $386,124 9,264 0.18% Shares
Compass Advisory Group LLC $383,457 9,200 0.18% Shares
First Heartland Consultants, Inc. $363,826 8,729 0.17% Shares
William Mack & Associates, Inc. $358,221 9,223 0.17% Shares
BANK OF AMERICA CORP /DE/ $348,778 8,368 0.17% Shares
Clearstead Advisors, LLC $345,570 8,291 0.16% Shares
Steward Partners Investment Advisory, LLC $343,693 8,246 0.16% Shares
WEALTH ALLIANCE, LLC $327,856 7,866 0.16% Shares
Cornerstone Wealth Group, LLC $327,481 7,857 0.15% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $327,189 7,850 0.15% Shares
WPWealth LLP $313,434 7,520 0.15% Shares
Signature Equity Partners, LLC $313,226 7,515 0.15% Shares
WorthPointe, LLC $311,842 7,482 0.15% Shares
Ausdal Financial Partners, Inc. $308,308 7,397 0.15% Shares
GREAT VALLEY ADVISOR GROUP, INC. $305,000 7,320 0.14% Shares
O'Connor Financial Group LLC $301,430 7,232 0.14% Shares
RED REEF ADVISORS LLC $291,761 7,000 0.14% Shares
Bright Futures Wealth Management, LLC. $278,381 6,679 0.13% Shares
Madison Wealth Partners, Inc $276,214 6,627 0.13% Shares
ZACKS INVESTMENT MANAGEMENT $276,214 6,627 0.13% Shares
Kellett Wealth Advisors, LLC $254,124 6,097 0.12% Shares
Belpointe Asset Management LLC $247,872 5,947 0.12% Shares
Capital Investment Advisory Services, LLC $244,495 5,866 0.12% Shares
FC Advisory LLC $228,782 5,489 0.11% Shares
Beacon Pointe Advisors, LLC $226,574 5,436 0.11% Shares
MY Wealth Management Inc. $219,737 5,272 0.10% Shares
GWN SECURITIES INC. $217,753 5,224 0.10% Shares
Archer Investment Corp $217,186 5,211 0.10% Shares
DHJJ Financial Advisors, Ltd. $204,525 4,907 0.10% Shares
Physician Wealth Advisors, Inc. $189,645 4,550 0.09% Shares
Sugarloaf Wealth Management, LLC $154,396 4,400 0.07% Shares
Triumph Capital Management $145,172 3,483 0.07% Shares
WELLS FARGO & COMPANY/MN $136,794 3,282 0.06% Shares
Aptus Capital Advisors, LLC $100,032 2,400 0.05% Shares
Noble Wealth Management PBC $83,360 2,000 0.04% Shares
IFP Advisors, Inc $78,734 1,889 0.04% Shares
Rockefeller Capital Management L.P. $70,648 1,695 0.03% Shares
MORGAN STANLEY $64,479 1,547 0.03% Shares
HARBOR INVESTMENT ADVISORY, LLC $60,770 1,458 0.03% Shares
Coppell Advisory Solutions LLC $41,759 10,143 0.02% Shares
ASSETMARK, INC $17,964 431 0.01% Shares
Ashton Thomas Private Wealth, LLC $12,754 306 0.01% Shares
EverSource Wealth Advisors, LLC $12,504 300 0.01% Shares
Cambridge Investment Research Advisors, Inc. $3,063 73,484 0.00% Shares
Keating Financial Advisory Services, Inc. $2,501 60 0.00% Shares
HRT FINANCIAL LP $505 12,135 0.00% Shares
CENTAURUS FINANCIAL, INC. $329 7,885 0.00% Shares
Wood Tarver Financial Group, LLC $326 7,825 0.00% Shares
WEDBUSH SECURITIES INC $303 7,267 0.00% Shares
Betterment LLC $205 4,908 0.00% Shares
JPMORGAN CHASE & CO $42 1 0.00% Shares
BARCLAYS PLC $42 1 0.00% Shares

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